Samitha Kukkillaya is a financial advisor at Vanguard Advisers with two years of industry experience. She holds the Series 66 and Series 63 licenses. Her professional background includes roles at The Vanguard Group, TIAA, and previous self-employment. Vanguard Advisers delivers automated and human-supported investment advice primarily to retail investors and retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach and manages a large client base through its digital platform and team servicing model.

Sm Omi is a financial advisor at Vanguard Advisers with Series 66 and Series 63 credentials and four years of industry experience. Their background includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Bank Asia Ltd. Vanguard Advisers provides 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 uses a goal-based, algorithm-driven approach to create personalized portfolios primarily composed of Vanguard funds and ETFs, employing tax-aware strategies and offering various customization options.

Donal Barrett is a financial advisor with Wells Fargo Clearing who holds Series 63, Series 65, and Series 66 designations and has 16 years of industry experience. Prior to joining Wells Fargo in 2025, he spent ten years at The Vanguard Group. Outside of his advisory work, he assists wheelchair-bound passengers at the airport as a Passenger Service Assistant. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Angelo Patterson is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. He has worked with various Vanguard entities since 2021 and previously held positions in healthcare and financial services. Vanguard Advisers delivers 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 models and constructs portfolios mainly from Vanguard funds and ETFs, offering a range of customization options.

Brooke Wirtheim is a financial advisor at Vanguard Advisers with one year of industry experience. She holds a Series 66 designation and has worked at various Vanguard entities since 2025. Prior to her advisory role, her background includes positions at H&R Block, Eaton Corporation, and Inspire Wealth Management and Consulting. Vanguard Advisers delivers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that incorporates proprietary models and a broad selection of Vanguard funds and ETFs. The firm manages a large client base through a digital platform supported by a team of more than 2,200 advisors.

Michael Rothstein is a financial advisor at Vanguard Advisers with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Vanguard Advisers, he worked at Truist Advisory Services and RSM US Wealth Management LLC. Vanguard Advisers delivers automated and human-supported investment advice through its Vanguard Digital Advisor 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 models and primarily constructs portfolios from Vanguard funds and ETFs.

Donald Feagans is a CFP® professional with over 21 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. He has been with Vanguard since 2004, including roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., and has additional work experience at Amazon. 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 models to set personalized asset allocations, with portfolios built mainly from Vanguard funds and ETFs and offering a range of customization options.

Andre Pitts is a financial advisor at Equitable Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group and LPL Financial. Outside of his advisory role, he operates as a notary public and works as a rideshare driver in Charlotte, NC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Laura Wetzel is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with The Vanguard Group since 2006. Outside of her advisory role, she is listed as a custodian for a UTMA account for her daughter. 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 uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and emphasizing digital delivery at scale.

Ronald Wolfarth Jr. is a financial advisor at Edward Jones with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Service Electric and Control for 13 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory and investment strategies through a large network of financial advisors and branch offices nationwide.

Robert Frey is a CFP®-certified financial advisor with 10 years of industry experience, currently with Vanguard Advisers. He has held multiple roles at The Vanguard Group, Inc. since 2015 and also worked at Facet and Queens University of Charlotte. 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 portfolios primarily composed of Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing a large client base with over 2,200 advisors.

Tyler Torcasso is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 credentials and has been with Vanguard Advisers since 2026. His prior roles include positions at The Vanguard Group and Vanguard Marketing Corporation. Vanguard Advisers offers 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 models and constructs portfolios mainly from Vanguard funds and ETFs, combining digital delivery with a high client-to-advisor ratio.

Janaia Clifford is a financial advisor at Wells Fargo Clearing with a Series 63 designation and three years of industry experience. Her prior work experience includes roles at Us Tech Solutions and Fyzical Therapy and Balance Centers. 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 both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

John Taylor is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has worked at several firms, including The Vanguard Group, Robinhood Financial, and J.P. Morgan. 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 both brokerage and advisory solutions.

Eugene Allen is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Vanguard Advisers, he has worked at multiple firms including Apple, Inc., Target, and Enterprise Holdings. Outside of finance, Allen has experience working in retail and service at Legion Brewing. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs, emphasizing customization and tax-aware features.

Adam Delisle is a financial advisor at Vanguard Advisers in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience and previously worked at Walsh & Associates, LLC. His background includes roles in education at several Florida schools. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, featuring portfolios built from Vanguard funds and ETFs with options for tax-aware strategies and customization.

Stacy Ann Spencer is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at LPL Financial, VendorPass, and MassMutual Investors Services. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, using a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital delivery and advisor support.

Briana Echols is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and nine years of industry experience. Her work history includes roles at The Vanguard Group, Take Control Credit LLC, and Randstad before joining Wells Fargo. Outside of her advisory work, she is a product reviewer for Amazon and TikTok. 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 with a focus on research-driven investment selection and diversified portfolio construction.

Grant Armstrong Jr. is a CFP® with 15 years of industry experience, currently serving at Vanguard Advisers since 2022. His prior roles include positions at The Westridge Forest Garden, VIMA, Zeiders Enterprises, and Atlantic Commercial Investments. 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 with portfolios mainly composed of Vanguard funds and ETFs. The firm is notable for its large scale, digital delivery platform, and a high client-to-advisor ratio.

Robert Johns Jr. is a financial advisor with Vanguard Advisers, holding a Series 66 designation and two years of industry experience. He previously worked at Red Ventures for ten years and had brief roles at Target Corporation and The Vanguard Group. Outside of his advisory activities, he donates plasma in Charlotte, 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 to create personalized asset allocations, primarily composed of Vanguard funds and ETFs.