Robin Matthews is a financial advisor with Ameriprise in Concord, NC, holding a Series 66 designation and 22 years of industry experience. Prior to joining Ameriprise in 2023, Matthews worked for Wells Fargo Advisors and Wells Fargo Clearing Services for over 15 years. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver these services, emphasizing assets held in Ameriprise Managed Accounts and using algorithmic automation to generate recommendations.

Michael Harper is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo in various capacities since 2009, with brief tenures at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services. He is based in Charlotte, NC. 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. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.