Benjamin Bellury is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones in 2020, he worked at TIAA and TIAA-CREF from 2005 to 2018. Outside of his advisory role, he is a partner in IEnate, LLC, a coaching and consulting business based in Charlotte, NC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,000 financial advisors.

Christopher Sconzo is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 registrations and 13 years of industry experience. He has been with Vanguard-related entities since 2012 and is the owner of Family Dough, a restaurant business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, using 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 advisory teams.

Richard Drew is a financial advisor at Vanguard Advisers with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Vanguard Advisers, he worked at firms including SEDNA Wealth Management, Wells Fargo Distributor, and Summit Financial. Outside of his advisory role, he is the founder and managing member of TenTen Capital, LLC, which provides real estate consulting and educational services, and he offers personal financial counseling to military service members through Magellan Federal. Vanguard Advisers delivers automated and human-supported investment advice primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to construct portfolios largely from Vanguard funds and ETFs, emphasizing scale and digital delivery with a substantial advisor team supporting a large client base.

Austin Atkinson is a financial advisor at Vanguard Advisers with two years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including TIAA and Grant Thornton. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants through its digital and personal advisor services. The firm’s approach combines algorithm-driven, goal-based strategies with portfolios constructed mostly from Vanguard funds and ETFs, offering various customization and tax-aware features.

Joshua Miller is a financial advisor at Vanguard Advisers with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Members Trust Company, SeCU Life Insurance Company, Credit Union Investment Services, SeCU Brokerage Services, and State Employees Credit Union. He has been with The Vanguard Group since 2022. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations largely invested in Vanguard funds and ETFs, supporting a high client-to-advisor ratio through its digital platform and team servicing model.

Scott Tinsley 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 2019 and has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 2007. His other business activities include serving as a fiduciary in several family-related 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 proprietary methodologies to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor teams.

Joshua Brumbach is a financial advisor with Vanguard Advisers, holding a Series 66 designation and two years of industry experience. His background includes roles at Vanguard Marketing Corporation and The Vanguard Group, as well as positions at the University of Georgia and Cannon Financial Strategists, Inc. 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 using proprietary models, constructing portfolios largely from Vanguard funds and ETFs with various customization options.

Joshua Spence is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with The Vanguard Group since 2004. Outside of his advisory role, he acts as an executor and power of attorney for a family member. Vanguard Advisers offers 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 is notable for its scale and digital delivery, managing a large client base through a combination of automated platforms and advisory teams.

Ashley Martin is a financial advisor with Vanguard Advisers in Charlotte, NC. She holds Series 63 and Series 66 designations and has 12 years of industry experience. Martin has worked with Vanguard marketing Corporation and The Vanguard Group, Inc. since 2013 and has been with Vanguard Advisers since 2019. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Dwayne Bordelon is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Edward Jones and Allstate Insurance Co. He is also employed by The Vanguard Group and Vanguard Marketing Corporation. 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 with portfolios primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital delivery and a team servicing model.

Noah Tatum is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds a Series 63 designation and began his advisory career in 2025. Prior to this, he has experience in security services and education roles. 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.

Edwin Porter is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Harrisburg, NC. He has four years of industry experience, including 14 years at TIAA prior to joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary solutions, separately managed accounts, and affiliated mutual funds.

Glenn Ford Jr. is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding CFP® and Series 63 designations and bringing 29 years of industry experience. He has worked at The Vanguard Group, Inc. and its affiliates since 1999 and has been self-employed since 2026. Outside of his advisory work, Ford serves as treasurer on the board of Marvin Community Development Services Corporation, a nonprofit focused on community development, and is a general board member of the Alpha Communities Foundation, a fraternity-related nonprofit. 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 using proprietary models and largely invests through Vanguard funds and ETFs, supporting a high client-to-advisor ratio enabled by digital delivery and scalable portfolio management solutions.

David Ackerman is a Series 66-registered financial advisor with Wells Fargo Clearing, based in Charlotte, NC, and has three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has held positions at Wells Fargo Bank and Citizens Bank NA in prior years. Outside of his advisory role, he serves as the treasurer for Guardians of the Children, a nonprofit organization focused on education. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary in delivering tailored plan solutions.

Walter Orebaugh is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at various Vanguard entities since 2018. He also has prior experience at The Masters at Augusta National Golf Club. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing a large number of client relationships through automated platforms and team servicing.

Troy Spies is a CFP® with 11 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2017. He has been associated with Vanguard marketing Corporation and The Vanguard Group, Inc. since 2014. Based in Charlotte, NC, Spies holds a Series 63 designation. Vanguard Advisers offers 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 utilizing proprietary models and primarily constructs portfolios with Vanguard funds and ETFs.

Lauren Moses is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 66 and Series 63 licenses. Her previous roles include positions at Vanguard, Coinbase, Amazon, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Quinones is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. His background also includes time at the University of Central Florida and a brief role at 4 Rivers Smokehouse. 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 investment approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a high client-per-advisor ratio reflecting its scale and digital delivery model.

Zachary Pepper is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 credential and three years of industry experience. He has worked at The Vanguard Group since 2022 and has prior experience with Reckitt, the U.S. Department of Commerce, and various educational institutions. Outside of advising, he manages a rental property in Charlotte. 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 and offers portfolios constructed mainly from Vanguard funds and ETFs.

Charles Hamm is a financial advisor with Vanguard Advisers, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard in 2025, he worked at ArcBest and Coyote Logistics. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s approach combines goal-based, algorithm-driven strategies with portfolios primarily constructed from Vanguard funds and ETFs, supported by a large advisory team managing a high volume of client relationships.