Brandon Mcintosh is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Northwestern Mutual, among other firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

Jayson Allsbrook is a financial advisor with Vanguard Advisers in Charlotte, NC. Holding a Series 66 designation, he has seven years of industry experience, including roles at The Vanguard Group since 2018 and Heritage Wealth Advisors in 2017. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services to retail investors and employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies and primarily Vanguard funds and ETFs, managing a large client base with a combination of technology and advisor support.

Joshua Norton is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Vanguard Marketing Corporation, The Vanguard Group, and Charles Schwab, among other firms. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to set personalized asset allocations, with portfolios primarily composed of Vanguard funds and ETFs.

Michael Dove is a financial advisor at Vanguard Advisers in Charlotte, NC, with four years of industry experience. He holds the Series 66 designation and has previous experience at Edward Jones and as a self-employed advisor. Outside of his advisory work, he is involved in music creation and monetization. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans, providing automated and human-supported investment advice through digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach and manages large-scale client relationships primarily with Vanguard funds and ETFs.

George Ramsey is a financial advisor at Vanguard Advisers in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior roles include various positions at Vanguard affiliates and other companies, as well as entrepreneurial activities through 4 Ramesia, LLC. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Kristen Smith is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. She has worked at Equitable Advisors and its affiliated firms since 2008 and previously at Cetera Wealth Services. Outside of advising, she serves as a board member on the Education Committee of Prospanica’s local chapter and supports a small entrepreneurial venture created by her daughter. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, plans, corporations, and institutions. The firm uses a range of third-party advisory programs and discretionary managers to tailor investment solutions and offers ERISA fiduciary services through credentialed representatives.

Khalid Lipscomb is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Merrill, Bank of America, and Thrivent Financial. Outside of financial services, he has experience in the catering industry with Something Classic Catering. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Ethan Allen is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. He has been with The Vanguard Group since 2019 and previously worked at Edward Jones and Aramark Uniform Services. Outside of his advisory role, Ethan is involved in vehicle sales with CarMax. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisor teams.

Allen Losey is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2008. He was also involved with Math Smart, Inc. from 2005 to 2020. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to create personalized portfolios mainly composed of Vanguard funds and ETFs, supporting a large client base through its digital platform and advisory teams.

Jason Satterwhite is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with The Vanguard Group since 2000 and operated a photography and videography business from 2015 to 2020. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach. The firm manages a large client base through a digital platform and offers customized portfolios built primarily from Vanguard funds and ETFs.

Jason Osborne is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Vanguard Advisers since 2018 and has worked in various roles within The Vanguard Group and its affiliates since 2007. Outside of his advisory work, he is involved in rental property investment as a landlord. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs with various tax-aware and customization features.

Marques Merriweather is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Equitable Advisors, The Health Club, and various other companies, alongside a multi-year period of study at Rider University. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, supported by a large team and digital platform.

Anna Callahan is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Her prior experience includes roles at Enterprise Rent-A-Car and Champy's Chicken, as well as teaching positions at the University of Tennessee-Chattanooga and the University of Tennessee-Southern. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, with various customization and tax-aware features.

Andrew Koro is a financial advisor at Wells Fargo Clearing with a Series 66 credential and less than one year of industry experience. His prior work experience includes roles at Merrill, Bankers Life, and several companies outside the financial sector such as Gamestop and Home Depot. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by research and analytics.

Ruchir Saini is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation. He began his professional career in 2024, including a role at New York Life Insurance Company before joining Wells Fargo Clearing and DYSIS in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Gregory Arthur is a financial advisor at Ameriprise with 31 years of industry experience. He has held positions within Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is a co-owner of a photography business and serves on the strategic planning board of the Fort Mill Church of God. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team.

Kara Connolly is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at The Vanguard Group since 2022 and previously held roles at Charles Schwab and in other sectors including senior living and hospitality. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, combining digital delivery with a large advisory team.

Brandon Monette is a CFP® and ChFC® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. His background includes over two decades in full-time education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Matthew Leonard is a financial advisor with Cambridge Investment Research Advisors in Concord, NC, holding Series 63 and Series 65 credentials. He has six years of industry experience, including prior roles at VisionQuest Advisors, LLC, and his own CPA firm, Leonard & Associates, PLLC. Outside of advisory work, he owns a consulting business in insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through various platforms and proprietary model strategies.

Anwesha Basu is a CFP® and Series 63–licensed financial advisor with 20 years of industry experience. She has been with Vanguard Advisers since 2019 and concurrently holds roles within The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2010. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, constructing portfolios primarily from Vanguard funds and ETFs while offering a range of customization options and tax-aware features.