Christopher Taylor is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. His prior experience includes roles at Morgan Stanley, Wells Fargo Investment Institute, and several wealth management firms. Taylor is also involved with Circle T Holdings Corp. Vanguard Advisers provides automated and human-supported investment advice primarily for retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach, constructing portfolios mainly from Vanguard funds and ETFs, and manages a large client base with a combination of digital platforms and advisor support.

Allen Roud is a financial advisor with Roud Financial Services, LLC in Huntersville, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Roud Financial Services since 2011. Outside of his advisory work, he is a partner in an agricultural business that manages farmland. Roud Financial Services provides investment supervisory services and financial planning for individual clients, using a written Investment Policy Statement to tailor portfolios to clients’ income, tax situations, and risk tolerances. The firm offers both ongoing advisory relationships and hourly planning engagements and manages approximately $5.4 million in assets.

Donna Pleasant is a financial advisor at Vision Capital & Management with 20 years of industry experience. She holds Series 66 and Series 65 licenses and previously worked at FSC Securities Corporation for six years. She has been with Vision Capital & Management since 2015. Vision Capital & Management provides discretionary and non-discretionary investment advisory services to a variety of clients, including individuals, trusts, estates, charitable organizations, and institutional clients. The firm applies a macro-driven investment process emphasizing diversification and risk-adjusted returns, primarily using mutual funds and ETFs, and manages approximately $144.8 million in discretionary assets alongside model portfolio services for third parties.

Eric Vogen is a CFP® with 40 years of industry experience, currently serving as an advisor at Vision Capital & Management in Davidson, NC. He has worked at FSC Securities Corp. for 21 years and has been with Vision Capital & Management for 25 years. Outside of his advisory role, he is involved in real estate property management through ownership of Vogen Properties, LLC. Vision Capital & Management provides portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary assets while also advising third-party advisors through its investment models, employing a macro trend-based investment process that utilizes mutual funds, ETFs, and digital-asset ETFs.