Malik Lampkins Rudolph is a financial advisor with Vanguard Advisers holding a Series 66 designation. He has been with Vanguard Advisers and related Vanguard entities since 2026. His prior experience includes roles at Vector Marketing and First National Bank of PA, as well as self-employment and work in education from 2016 to 2025. Vanguard Advisers provides both 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 largely composed of Vanguard funds and ETFs, supported by a large advisor team and digital platform.

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 a Series 66 credential and three years of industry experience. He has worked at The Vanguard Group, Inc. since 2022 and previously held roles at Sequoia Financial Group and TFerry Custom Homes. His background also includes positions outside finance, such as work at Miami University and Brecksville Community Center. 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 constructs portfolios mainly from Vanguard funds and ETFs, offering a range of customization options.

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.

Violeta Montano is a financial advisor at Vanguard Advisers with four years of industry experience. She holds Series 63 and Series 66 licenses. Her work history includes roles at Vanguard Advisers, Vanguard Marketing Corporation, The Vanguard Group, Inc., and prior positions in education and other sectors. 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.

Barton Hanline is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at The Vanguard Group, Inc. and its related entities since 2019 and was previously with Metlife Securities Inc. from 2015 to 2019. Vanguard Advisers offers 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 constructed from Vanguard funds and ETFs, serving hundreds of thousands of clients through a large advisor team and digital platform.

Sigourney Schreiber is a CFP® credentialed financial advisor at Vanguard Advisers with four years of industry experience. She has held roles within multiple Vanguard entities since 2021 and has prior experience in educational and healthcare settings. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a large scale digital delivery model supported by over 2,200 advisors.

Braden Radcliff is a financial advisor at Raymond James Financial with 13 years of industry experience. His prior roles include positions at Janney Montgomery Scott and Wells Fargo Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to deliver tailored non-discretionary planning and consulting, and it is noted for its municipal advisory affiliation and recent SIMPLE IRA Employer Advisory & Consulting Services program.

Eugene Filippi is a CFP®-designated financial advisor with 15 years of industry experience, currently with Vanguard Advisers since 2022. His prior roles include positions at Acorn Consulting, Hudson Financial Group, and Equitable Advisors. He holds a maintained insurance license, though he does not actively conduct new insurance business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models and primarily invests client assets in Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Kevin Peterson is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and over 21 years of industry experience. He has been with The Vanguard Group since 2004. Vanguard Advisers offers automated and human-supported investment advice through digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies, primarily investing in Vanguard funds and ETFs with customizable tax-aware and ESG options.

Michael Bryant is a financial advisor at Vanguard Advisers based in Charlotte, NC, with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA-CREF and Teachers Insurance Annuity Association before joining Vanguard in 2026. Vanguard Advisers delivers investment advice through a combination of automated and human-supported services to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios primarily using Vanguard funds and ETFs.

Steven Prescott is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at Honeywell International, Hewlett-Packard Financial Services, and Discovery Education. Outside of his advisory role, Prescott is the owner and coach of Play Ball Athletic Training, LLC, a sports training and coaching business. 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 employs a goal-based, algorithm-driven investment approach using proprietary models and offers portfolios built mainly from Vanguard funds and ETFs, with customization features including tax efficiency and ESG options.

Nicholas Deane is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes positions at Disys and Lorick Office Products. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Fred Kauffman is a financial advisor at Vanguard Advisers with 21 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at TIAA-CREF and Tiaa for 14 years before joining Vanguard in 2025. Vanguard Advisers provides automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and team servicing model.

Anthony Allen is a CFP® with 16 years of industry experience and has worked at The Vanguard Group, Inc. since 2013. He operates out of Charlotte, NC, affiliated with Vanguard Advisers, where he is one of over 2,200 advisors. 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 approach to construct portfolios mainly from Vanguard funds and ETFs, emphasizing personalized asset allocation and tax-aware features.

Brian Partridge is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds a Series 66 designation and has been with Vanguard since 2018. Outside of his advisory role, he is the owner of several retail and service businesses, including Granite Creek Boxes, LLC, and Rey's Reflector Ovens, LLC, as well as an author with Granite Creek Boxes Publishing. 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 to portfolio construction, utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory team model.

Meshach Sarkorh is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes positions at Bank of America, OSAIC, SagePoint Financial, Wells Fargo Clearing, GoHealth, and Rinehart Realty. He is based in Charlotte, NC. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Bailey is a CFP® professional with 28 years of experience in the financial industry, currently serving at Vanguard Advisers since 2019. He has been associated with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 1998. 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 that incorporates proprietary models and primarily utilizes Vanguard funds and ETFs.