Christine Sowell is currently the Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2024. In this role, she engages with clients to develop, support, and advise them throughout their financial journeys, aiming to provide confidence, insight, and direction to their financial health. Prior to her current role, Christine served as a Financial Consultant at Fidelity Investments from 2019 to 2024. She also has experience as a Senior Manager in Assurance at Ernst & Young LLP from 2005 to 2013. Outside of her professional responsibilities, Christine's interests include family activities, hiking, military service, parenthood, soccer, and traveling.

Dana Galenski is a financial advisor at Vanguard Advisers with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo, UBS, and Truist before joining Vanguard in 2019. Galenski serves as treasurer on the board of the Tarheel Trailblazers. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, offering personalized, goal-based portfolios constructed mainly from Vanguard funds and ETFs. The firm’s distinctive approach combines scale with digital delivery, managing a large client base through a team servicing model.

Ryan Ash is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Robert Half Inc and involvement with Local Lunchbox. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages multiple registered investment companies and fund-of-funds.

Griffin Jones is a financial advisor with Vanguard Advisers who holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to his current role, he has held various positions including work with Paychex and self-employment ventures. Outside of his advisory role, he is involved with TG E-Commerce, LLC. 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 mainly composed of Vanguard funds and ETFs, offering a high client-to-advisor ratio through its digital platform and extensive advisor team.

Krista Thurmond is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and one year of industry experience. Prior to joining Baird, she worked at Hopewell Academy and Charlotte Mecklenburg Schools. She has also been involved with Soccer Shots of Greater Charlotte. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and brokerage services. Baird employs a range of strategies including SMA programs, tax management, and unified fee arrangements, supported by internal research and investment professional oversight.

Timothy Cody is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 20 years of industry experience. He has worked at several firms, including Scottrade, TD Ameritrade, Merrill, and Ally Invest Securities, and has been with Vanguard since 2019. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm combines a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, serving a large client base through its digital platform and extensive advisor team.

Brandon Wynn Milton is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and accumulating two years of industry experience. He has been associated with Wells Fargo Bank, N.A. since 2014 and co-owns Squared Focus Group, LLC, a printing services and web design business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Weston Morgan is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. since 2020. Prior to that, he was employed at First Citizens Investor Services and First Citizens Bank and attended Wake Forest University from 2015 to 2019. 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 and primarily invests in Vanguard funds and ETFs, offering a range of customization options and managing hundreds of thousands of client relationships through a digital and team servicing model.

Charlee Shadoan is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. Shadoan has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and other sources to guide its diversified investment approach.

Timothy Heilferty is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Bank of America, Merrill, Edward Jones, and Integrity Viking Funds. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and ongoing advice.

Andrew Ortiz is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Wells Fargo, he worked at The Vanguard Group and has been co-owner of Rooted Hearts LLC, a holistic health coaching business, since 2018. He also works as an independent contractor for Amazon Flex. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

Lisa Roche Berlage is a CFP® professional with 19 years of industry experience, currently serving at Vanguard Advisers since 2014. Her prior experience includes roles at Wipfli Financial Advisors and LCV Wealth Management. She serves as a finance committee board member for Holy Spirit Catholic Church in Denver, 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 using proprietary models and primarily constructs portfolios from Vanguard funds and ETFs.

Amanda Murdza is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Bank NA since 2013 and worked at Wells Fargo Advisors, LLC from 2013 to 2017 before joining Wells Fargo Clearing in 2024. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

David Benevento is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior roles include positions at Fidelity Investments, Edward Jones, Capital Group, and Robert W. Baird. He maintains a life and health insurance license. Vanguard Advisers offers automated and human-supported investment advice to retail investors and retirement plan participants, employing a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through a digital platform supported by a substantial team of advisors.

Robert Carrington II is a financial advisor at Primerica Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2020. Prior to this, he was employed at Medi Weightloss and ECPI University, among other roles. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional portfolio management.

Donald Cook Jr. is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior work history includes roles with Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as entrepreneurial experience with SBH BBQ Co. Outside of advisory work, he is engaged in e-commerce sales and provides transportation services through contracts with Lyft and Uber. 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 proprietary asset allocation models. The firm emphasizes scale and digital delivery, managing a high volume of client relationships primarily with Vanguard funds and ETFs, and offers multiple customization options including ESG exposures.

Charles Thompson is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has been affiliated with Raymond James Financial and its services since 2000. Thompson also owns and operates a real estate brokerage license in North Carolina. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports both retail and institutional clients through a broad network of advisors.

Mitchell Stewart is a financial advisor at Merrill based in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Principal Securities, Inc. and Principal Life Insurance Company. Outside of finance, he has experience in event planning and was involved with Show Stopping Event Planning from 2020 to 2022. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutions.

Wesley Thompson is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Wells Fargo Advisors, Morgan Stanley, and A. G. Edwards & Sons. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory services supported by research from Wells Fargo Investment Institute and other sources.

Warren Williams is a financial advisor with LPL Financial in Mooresville, NC, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.