Christopher Johnson is Vice President and Private Wealth Management Advisor at Fidelity Investments, where he has been serving since 2011. In this role, he works closely with a select group of high net worth client families, focusing on understanding their investment philosophies, family communication, future planning, and the purposeful use of their wealth. He has extensive experience within Fidelity Investments, previously holding positions as Vice President and Regional Planning Consultant from 2006 to 2011, Financial Representative III from 2002 to 2006, and Financial Representative II from 2000 to 2002. Prior to joining Fidelity, Christopher was a Financial Advisor at Morgan Stanley Dean Witter from 1998 to 2000. Outside of his professional career, Christopher enjoys outdoor activities and hobbies including camping, attending concerts, cooking and baking, hiking, and skiing.

Nicholas Tracy is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and six years of industry experience. His previous roles include positions at Royal Alliance Associates, Goodwin Insurance Agency, and several financial firms dating back to 2017. He has been with Vanguard since 2021 across multiple affiliated entities. Vanguard Advisers provides both automated and human-supported investment advice, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, utilizing proprietary methodologies to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Samitha Kukkillaya is a financial advisor with Vanguard Advisers holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Vanguard, Samitha worked at TIAA and has experience in self-employment and other roles outside the industry. 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 investment approach with portfolios constructed mainly from Vanguard funds and ETFs, delivering scalable digital and advisor-supported services.

Joshua Williams is a financial advisor with LPL Financial based in Charlotte, NC. He holds the Series 66 designation and has six years of industry experience. He has been with LPL Financial since 2019 and also operates Keith Richardson Consulting LLC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sm Omi is a financial advisor at Vanguard Advisers with five years of industry experience. They hold Series 63 and Series 66 designations and have worked at several Vanguard affiliates since 2021, including Vanguard Marketing Corporation and The Vanguard Group, Inc. Prior to that, Sm held roles at Bank Asia Ltd, Pennsylvania State University, and Scholastica School Pvt Ltd. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to create personalized portfolios primarily composed of Vanguard funds and ETFs, emphasizing scalability and digital delivery across a broad client base.

Angelo Patterson is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. He has worked with various Vanguard entities since 2021 and previously held positions in healthcare and financial services. Vanguard Advisers delivers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs, offering a range of customization options.

Brooke Wirtheim is a financial advisor at Vanguard Advisers with one year of industry experience. She holds a Series 66 designation and has worked at various Vanguard entities since 2025. Prior to her advisory role, her background includes positions at H&R Block, Eaton Corporation, and Inspire Wealth Management and Consulting. Vanguard Advisers delivers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that incorporates proprietary models and a broad selection of Vanguard funds and ETFs. The firm manages a large client base through a digital platform supported by a team of more than 2,200 advisors.

Michael Rothstein is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63, 65, and 66 licenses and 18 years of industry experience. His prior roles include positions at Truist Advisory Services and J.P. Morgan Securities. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, offering a goal-based, algorithm-driven investment approach using proprietary models and largely Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team servicing model.

Donald Feagans is a CFP® professional with over 21 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. He has been with Vanguard since 2004, including roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., and has additional work experience at Amazon. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to set personalized asset allocations, with portfolios built mainly from Vanguard funds and ETFs and offering a range of customization options.

Andre Pitts is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at The Vanguard Group and LPL Financial. Outside of his advisory work, Pitts operates as a notary public and works as an independent Uber and Lyft driver. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm leverages third-party asset managers and a variety of advisory models to tailor investment solutions.

Laura Wetzel is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with The Vanguard Group since 2006. Outside of her advisory role, she is listed as a custodian for a UTMA account for her daughter. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and emphasizing digital delivery at scale.

Ronald Wolfarth Jr. is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2023, he worked at Service Electric and Control from 2009 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of various net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a nationwide network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

Robert Frey is a CFP®-certified financial advisor with 10 years of industry experience, currently with Vanguard Advisers. He has held multiple roles at The Vanguard Group, Inc. since 2015 and also worked at Facet and Queens University of Charlotte. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing a large client base with over 2,200 advisors.

Tyler Torcasso is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and five years of industry experience. He has been with Vanguard Advisers since 2026 and has concurrently worked at Vanguard Marketing Corporation and The Vanguard Group since 2021. His background includes experience at various organizations, including Oro Valley Country Club and collegiate institutions. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach with personalized asset allocations, leveraging Vanguard funds and ETFs alongside tax-aware strategies and customization options.

Eugene Allen is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at multiple firms including Apple, Inc. and Enterprise Holdings. Outside of his advisory role, he is involved in the retail and service industry through a position at Legion Brewing in Charlotte, NC. 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 utilizing proprietary methodologies and Vanguard funds, serving hundreds of thousands of clients through a large-scale digital platform with over 2,200 advisors.

Adam Delisle is a financial advisor at Vanguard Advisers in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience and previously worked at Walsh & Associates, LLC. His background includes roles in education at several Florida schools. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, featuring portfolios built from Vanguard funds and ETFs with options for tax-aware strategies and customization.

Stacy Ann Spencer is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at LPL Financial, VendorPass, and MassMutual Investors Services. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, using a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital delivery and advisor support.

Grant Armstrong Jr. is a CFP® professional with 16 years of industry experience, currently advising at Vanguard Advisers since 2022. His prior work includes roles at multiple financial firms such as The Westridge Forest Garden LLC and Zeiders Enterprises, Inc. He holds Series 66 and Series 63 licenses and is based in Charlotte, NC. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, combining digital delivery with a large advisor team to manage a substantial client base.

Robert Johns Jr. is a Series 66-licensed financial advisor with Vanguard Advisers, based in Charlotte, NC, and has three years of industry experience. Prior to joining Vanguard, he worked for Target Corporation and spent ten years at Red Ventures. Outside of his advisory role, he donates plasma. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm combines digital delivery with a large team of advisors to manage a high volume of client relationships.

Matthew Williams is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Vanguard Advisers, he worked at Vanguard Marketing Corporation and The Vanguard Group. His earlier career includes positions in education and management roles. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering tax-aware features and customization options.