Kevin Rice Jr. is a financial advisor at Vanguard Advisers with one year of industry experience. He holds a Series 66 designation and has previously worked at Verizon Wireless, White Stag Realty, Liberty University, Central Piedmont Community College, the Social Security Administration, and served in the United States Navy. 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 methodologies and offers portfolios constructed mainly from Vanguard funds and ETFs, with various customization options and tax-aware features.

Jonathan Crisp is a Series 66-licensed financial advisor with Vanguard Advisers in Charlotte, NC, with one year of industry experience. His prior work includes roles at BTW Global, DuPont, and various self-employed positions. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm utilizes a goal-based, algorithm-driven approach to construct portfolios primarily from Vanguard funds and ETFs, emphasizing personalization, tax-aware features, and customization options.

Steven Harrison is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with The Vanguard Group and its related entities since 2002. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that utilizes proprietary models to create personalized asset allocations primarily composed of Vanguard funds and ETFs. The firm is notable for its large scale and digital delivery model, managing a substantial client base through more than 2,200 advisors.

Katheryn Woodruff is a CFP® with 21 years of experience at Vanguard Advisers, where she has worked since 2005. She holds Series 63 and Series 65 licenses and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. She is based in Charlotte, NC. 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 portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform.

Michael Carter is a financial advisor at Vanguard Advisers with one year of industry experience. He holds a Series 66 designation and has worked previously at Xerox and Canon Business Process Services. Outside of his advisory role, he is contracted with Uber, providing transportation services. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through a goal-based, algorithm-driven investment approach. The firm combines automated platforms with human support to manage portfolios primarily composed of Vanguard funds and ETFs, offering customization options such as ESG preferences and tax-aware features.

Marion Nobles is a financial advisor at Fidelity with eight years of industry experience. They hold Series 63 and Series 66 credentials and have worked at firms including MML Investors Services, Mass Mutual Life Insurance, and Wells Fargo Clearing Services. Prior to their advisory roles, Nobles was employed by the University of Connecticut and its Veteran Affairs and Military Programs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation strategies.

Joshua Richardson is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and McGriff Insurance Services. Richardson is based in Charlotte, NC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm relies on a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Noah Spence is a financial advisor at Vanguard Advisers with two years of industry experience. He holds the Series 66 designation and has worked at multiple Vanguard entities since 2024. Prior to his finance career, he held several positions related to campus recreation and wellness at Western Carolina University. Vanguard Advisers provides automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach to asset allocation and portfolio construction.

Hseng Hsiang is a CFP® professional with 22 years of industry experience currently serving at Edward Jones since 2022. Prior to this, Hsiang worked at TIAA CREF Individual & Institutional Services LLC for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Andrew Flaskerud is a financial advisor at Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns and operates a small business focused on building furniture. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with clients able to choose how to implement those recommendations.

Hector Lopez is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Merrill and Citigroup Global Markets. He is also the owner and content creator of a YouTube and Rumble channel focused on entertainment. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, offering tailored recommendations supported by Wells Fargo research and planning tools.

Adam Finke is a Series 66-licensed financial advisor with Vanguard Advisers, based in Charlotte, NC, with four years of industry experience. His prior roles include positions at Freedom Boat Club and various educational and training organizations. 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 invests in Vanguard funds and ETFs.

Alexandra Thompson is a financial advisor at Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation with 20 years of industry experience. She has been with Wells Fargo Advisors since 2018 and previously worked at Wells Fargo Clearing from 2016 to 2018. Outside of her advisory role, Alexandra serves as head of operations and a yoga instructor at RE-INVENT FITNESS in Matthews, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored financial planning using proprietary research and tools, with services spanning cash-flow, retirement, education, risk, wealth-transfer, and specialized planning areas.

Lakeith Bradford is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles at New York Life Insurance Company and NYLife Securities, along with prior experience at Comcast Cable. He serves as a board member of Phi Beta Sigma Fraternity, Inc., where he facilitates monthly chapter meetings and supports fraternity growth and community service. 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. The firm manages a large client base through its digital platform and offers customized portfolios constructed primarily from Vanguard funds and ETFs.

Taylor Lassiter is a Series 66-licensed financial advisor with six years of industry experience, currently serving at Vanguard Advisers. His career includes roles at Merrill Lynch, Bank of America, and JPMorgan Chase, among others. Vanguard Advisers provides 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 employs a goal-based, algorithm-driven investment approach and manages a large client base with a blend of automated platforms and advisory teams.

Eli Norden is a financial advisor at Vanguard Advisers with Series 65 and Series 66 credentials and three years of industry experience. He has held roles at multiple Vanguard entities since 2026 and previously worked at Corient Services LLC and Marathon Petroleum Corporation. Outside of his advisory work, Norden is involved with Norden Properties LLC. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, with various tax-aware and customization features.

Edwin Santiago Guerra is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining Vanguard in 2020, he briefly worked at Wells-Fargo and has experience in event management and customer service. Outside of finance, he has worked as a server at Pancho Villas Mexican Restaurant and Bar since 2008. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that incorporates Vanguard funds and ETFs with customization options for tax efficiency and ESG preferences. The firm manages a large client base through a combination of digital platforms and advisory teams.

Talley Kelsey is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. Kelsey has been with Vanguard and its affiliates since 2018. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to create personalized portfolios primarily composed of Vanguard funds and ETFs.

David Curtis is a CFP® with 18 years of experience in the financial industry, currently serving at Vanguard Advisers since 2008. He is based in Charlotte, NC and holds a Series 63 designation. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach to asset allocation, primarily using Vanguard funds and ETFs, supported by a large team of over 2,200 advisors managing hundreds of thousands of client relationships.

Abigail Bremel is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Her prior work includes roles at UBS Financial Services and the Institute for Futures. Vanguard Advisers offers 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’s investment approach is goal-based and algorithm-driven, utilizing proprietary models and primarily Vanguard funds and ETFs to construct personalized portfolios.