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.

Dyron Trotman is a Senior Financial Advisor specializing in building and preserving generational wealth. His practice focuses on assisting executives, professionals, and business owners in managing their income and assets efficiently while addressing the desire to enjoy the fruits of their labor without jeopardizing their financial future. He works closely with clients to develop personalized financial strategies that align with their long-term goals. With expertise in areas such as executive compensation, family wealth management strategies, legacy planning, and personal retirement planning, Dyron employs tools like the Merrill Personal Wealth Analysis® to help clients navigate complex financial questions related to exiting careers, managing RSUs, tax minimization, and ensuring family legacies. He is affiliated with Merrill Lynch Wealth Management and holds the Personal Investment Advisor (PIA) designation. Dyron earned a Bachelor's Degree from Norfolk State University. In addition to his professional work, Dyron participates in community volunteering organizations and enjoys personal interests including bowling, football, music, photography, spending time with his family, and watching movies.

Michael Gerken is a financial advisor with Thrivent Investment Management in Newton, NC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is president of Gerken Enterprises, LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based analyses and planning across a broad range of financial topics. The firm separates planning from managed-account services and does not provide portfolio management for institutional clients.

Eugene Filippi is a CFP® certified financial advisor with 15 years of industry experience. He currently works at Vanguard Advisers and previously held roles at Acorn Consulting and Hudson Financial Group. 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 to portfolio construction, utilizing a range of Vanguard funds and ETFs and offering customization options including ESG preferences 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.

Cody Rachau is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Primerica Advisors since 2006 and Primerica Financial Services since 2004. Outside of his advisory role, he serves as Managing Member and President of Rachau Management Group, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited separately managed account options to individual and high-net-worth clients under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on non-institutional clients.

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.

Austin Larson is a Financial Consultant at Fidelity Investments, bringing his expertise in retirement planning to clients. As a Certified Financial Planner™, he focuses on helping clients navigate the complexities of retirement strategies and tools. Austin has experience in various financial roles, including Planning Consultant and Financial Representative at Fidelity Investments, as well as a Financial Advisor at Northwestern Mutual. He is known for his follow-through and family-first approach when working with clients. Outside of his professional life, Austin has personal interests in fishing, golf, and military service.

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.

David Schiff is a CFP® professional with 24 years of industry experience, currently affiliated with Raymond James Financial in Cornelius, NC. He has been with Raymond James Financial Services, Inc. since 2002 and with Raymond James Financial since 2009. In addition to his advisory role, Schiff owns Schiff Financial, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to model potential outcomes.

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.

Joseph Byer is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services, LPL Financial, and TD Ameritrade. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Ryan Meiser is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2010, advancing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Advisor and Financial Advisor Intern at Edward Jones Investments from 2007 to 2010. With over 15 years of experience in the financial industry, Ryan helps clients grow and protect their wealth, make sound investment decisions, and simplify their financial lives. He leverages his understanding of Fidelity's broad platform of resources to assist clients in creating personalized financial plans. Outside of his professional work, Ryan has interests in boating, parenthood, reading, running, and soccer.

Brian Bailey is a CFP® with 27 years of experience in the financial industry. He has worked at Vanguard Advisers since 2019 and has been affiliated with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 1998. He is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to construct portfolios largely from Vanguard funds and ETFs, and serves a large client base through its combination of digital platforms and a team of over 2,200 advisors.

Philip Coleman is a CFP® professional with 27 years of experience in the financial industry. He has been with Vanguard Advisers since 2012 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. in various roles since 1999. He is based in Charlotte, NC. Vanguard Advisers delivers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach, constructing portfolios mainly from Vanguard funds and ETFs with features such as tax-awareness and customization options.

James Forker V is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 66 designations and has nine years of industry experience, including roles at The Vanguard Group and prior experience at Elon University. Outside of his advisory work, he is also engaged in dog walking and dog sitting services. 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 to asset allocation, primarily utilizing Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor support.

La Teesha Mc Cullough is a CFP® and Series 66–licensed financial advisor with seven years of industry experience. She has been with Edward Jones since 2019 and previously worked at LPL Financial, Fifth Third Bank, and Chase Bank. Outside of her advisory role, she is the owner of Swole and Whole, LLC, a retail ecommerce business focused on athletic apparel, though she is currently not active in merchandise sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Kevin Fogg is a financial advisor at Fidelity with Series 63, 65, and 66 licenses and four years of industry experience. He has previously worked at The Vanguard Group, Inc. and Cardinal Financial, among other firms, and has a background that includes 14 years at Macy's Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to multiple registered investment companies and its application of AI in research.