Erin Gomez is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2019. She has been affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2013. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach and manages portfolios largely composed of Vanguard funds and ETFs.

Alyson Kennedy is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2014. Her career includes roles at Winter Past and longstanding positions with The Vanguard Group, Inc. and Vanguard Marketing Corporation. 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 approach with portfolios mainly composed of Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through digital delivery and team servicing.

John Digiovanna is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has additional experience with Wells Fargo Bank and Harris Teeter. Outside of finance, he owns and operates a personal training business in Harrisburg, NC. 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 leverages research and analytics to offer diversified investment solutions and operates on a large scale with over 14,000 financial advisors and roughly $671 billion in assets under management.

Daniel Brown is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, where he has worked since 2022. In this role, he helps clients understand complex strategies, financial topics, and tools to support their financial goals. His professional experience includes positions as a Financial Advisor at The Vanguard Group from 2020 to 2021, a Client Relationship Consultant at TIAA from 2018 to 2020, a Senior Financial Consultant at TIAA from 2016 to 2018, and a High Net Worth Investment Consultant at The Vanguard Group from 2008 to 2016.

Matthew Marie is a CFP® with 21 years of experience in the financial services industry. He has been with The Vanguard Group, Inc. since 2005 and is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, using proprietary models to personalize asset allocations with a range of customization options.

Daryl Norman is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wachovia Securities, Inc. in 2002. Outside of his advisory role, he serves as a power of attorney for his mother. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Jessica Williams is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses with five years of industry experience. Her prior work includes roles at The Vanguard Group and Vanguard Marketing Corporation, as well as experience running a cleaning company. 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, utilizing proprietary models to create personalized asset allocations primarily composed of Vanguard funds and ETFs.

Gianmarco Giannini is a financial advisor with Vanguard Advisers, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at Snowball Innovation Advisory, Lynden Incorporated, and MODE Growth Partners, as well as positions related to educational institutions such as the University of Washington. 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 approach, utilizing proprietary models to personalize asset allocations and offers a range of customization options along with broad access to Vanguard funds and ETFs.

Patricia Schiffour is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked extensively within Wells Fargo entities and LOC Investment Advisers, accumulating a diverse background in financial services since 2004. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad offering of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and tools, with a focus on a wide range of planning areas including retirement, education, risk, and specialized niche services.

Matthew Borghi is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Bank of America, Loose Change, Amway, and Clemson University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Comischell Bradley Rodriguez is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Vanguard in 2021, Rodriguez worked at New York Life Insurance Company and CUSO Financial Services. Rodriguez is the president and founder of the Kaleidoscope Institute, a nonprofit organization focused on leadership, education, marketing, and event planning. 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 investment approach using proprietary models and primarily constructs portfolios with Vanguard funds and ETFs.

Angelique Uku is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held roles at Capital Ford of Charlotte and Procter & Gamble. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Errol Mccoy is a financial advisor at Vanguard Advisers with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at The Vanguard Group, Inc. since 2016, following a period of self-employment from 2013 to 2020. Vanguard Advisers provides automated and human-supported investment advice through services like Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and offers a range of customizable portfolio options constructed mostly from Vanguard funds and ETFs.

Alexandria Page is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Vanguard in 2022, she worked at Liberty Mutual and Geico. Outside of her advisory role, she works as a contract driver for Amazon Flex. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, 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 digital platform supported by over 2,200 advisors.

Malik Lampkins Rudolph is a financial advisor at Vanguard Advisers with a Series 66 designation and approximately one year of industry experience. Prior to joining Vanguard, he worked at Vector Marketing and First National Bank of PA and has a background that includes roles at Arizona State University and other organizations. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. Its investment approach is goal-based and algorithm-driven, utilizing proprietary models and primarily Vanguard funds and ETFs, with a focus on customization and tax-aware features.

Austin Wright is a Series 66-credentialed financial advisor with nine years of industry experience. He has been with The Vanguard Group since 2017 and previously worked in the finance department at Texas Tech University. Vanguard Advisers offers 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, supporting a large client base through a combination of digital platforms and a team servicing model.

Cameron Seibert is a financial advisor at Vanguard Advisers with four years of industry experience. He holds a Series 66 designation and has worked at various Vanguard entities since 2022. His prior experience includes a role at Sequoia Financial Group and engagements outside the financial sector. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm combines algorithm-driven, goal-based portfolio construction with broad customization options and manages a large client base through a digital platform supported by an extensive advisor team.

Matthew Hecker is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked with various Vanguard entities since 2017 and previously held roles at Craft Culinary and American Valet. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models and primarily Vanguard funds and ETFs to construct portfolios with customization and tax-aware features.

William Matyi Jr. is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and previously worked at Voya Investment Management and Prudential Investment Management Services. Outside of advisory work, he manages investment properties in Davidson, NC. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset thresholds, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement income plans through a centralized consulting team.

Andrea Sparks is a financial advisor at Vanguard Advisers with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with The Vanguard Group since 2015. Outside of her advisory role, she operates e-commerce businesses as a reseller on eBay and owner of an Etsy shop. 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 with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through digital delivery and a team servicing model.