Benjamin Shbeeb is a financial advisor at Edelman Financial Engines based in Huntersville, NC, holding a Series 65 designation. He has been with Edelman Financial Engines since 2026 and has prior experience operating two businesses, Create to Connect LLC and Shbeeb Weddings. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios and long-term investment strategies.

Michael Dove is a financial advisor at Vanguard Advisers in Charlotte, NC, with four years of industry experience. He holds the Series 66 designation and has previous experience at Edward Jones and as a self-employed advisor. Outside of his advisory work, he is involved in music creation and monetization. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans, providing automated and human-supported investment advice through digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach and manages large-scale client relationships primarily with Vanguard funds and ETFs.

George Ramsey is a financial advisor at Vanguard Advisers in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior roles include various positions at Vanguard affiliates and other companies, as well as entrepreneurial activities through 4 Ramesia, LLC. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Kristen Smith is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. She has worked at Equitable Advisors and its affiliated firms since 2008 and previously at Cetera Wealth Services. Outside of advising, she serves as a board member on the Education Committee of Prospanica’s local chapter and supports a small entrepreneurial venture created by her daughter. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, plans, corporations, and institutions. The firm uses a range of third-party advisory programs and discretionary managers to tailor investment solutions and offers ERISA fiduciary services through credentialed representatives.

Benjamin Reynolds is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously worked at Renasant Bank and Alex Group LLC. He also has a background that includes studies at Valdosta State University and employment at Publix Supermarkets. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Bart Knight is a financial advisor at Edward Jones in Davidson, NC, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Lowes Home Improvement for 18 years and has been involved with TimberEdge Designs LLC since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the nation.

Andrew Yost is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Regal Securities, LPL Financial, and NewBridge Financial Services Group. In addition to his role at Cetera, he is a senior advisor at Rosso Financial Group, where he focuses on sales and account management. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and retirement services through multiple program structures and access to third-party money managers.

Richard Tetzlaff is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, he serves as a member of the Parks & Recreation Committee for the Township of Ferguson in State College, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of investment products such as insurance-related vehicles and bank deposit sweep options.

Khalid Lipscomb is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Merrill, Bank of America, and Thrivent Financial. Outside of financial services, he has experience in the catering industry with Something Classic Catering. 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 supported by research from Wells Fargo Investment Institute.

Ethan Allen is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. He has been with The Vanguard Group since 2019 and previously worked at Edward Jones and Aramark Uniform Services. Outside of his advisory role, Ethan is involved in vehicle sales with CarMax. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisor teams.

Allen Losey is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2008. He was also involved with Math Smart, Inc. from 2005 to 2020. 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 to create personalized portfolios mainly composed of Vanguard funds and ETFs, supporting a large client base through its digital platform and advisory teams.

Damion Carufe is a financial advisor with Morgan Stanley in Mooresville, NC, holding Series 63 and Series 65 registrations and bringing 41 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and prior experience at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities from 2008 to 2020. He also serves as a trustee in a trust-related role. Morgan Stanley Wealth Management offers a broad range of advisory programs for individual and institutional clients, providing tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Jason Satterwhite is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with The Vanguard Group since 2000 and operated a photography and videography business from 2015 to 2020. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach. The firm manages a large client base through a digital platform and offers customized portfolios built primarily from Vanguard funds and ETFs.

Jason Osborne is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Vanguard Advisers since 2018 and has worked in various roles within The Vanguard Group and its affiliates since 2007. Outside of his advisory work, he is involved in rental property investment as a landlord. 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 set personalized asset allocations, primarily utilizing Vanguard funds and ETFs with various tax-aware and customization features.

Marques Merriweather is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Equitable Advisors, The Health Club, and various other companies, alongside a multi-year period of study at Rider University. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, supported by a large team and digital platform.

Ruchir Saini is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation. He began his professional career in 2024, including a role at New York Life Insurance Company before joining Wells Fargo Clearing and DYSIS in 2025. 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 services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Kara Connolly is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at The Vanguard Group since 2022 and previously held roles at Charles Schwab and in other sectors including senior living and hospitality. Vanguard Advisers offers 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 investment approach with portfolios constructed mainly from Vanguard funds and ETFs, combining digital delivery with a large advisory team.

Matthew Leonard is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and also runs Leonard & Associates, CPA PLLC. Leonard is involved in consulting related to insurance, benefits, and human resources through MBL Consulting LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of strategies including proprietary models and third-party solutions tailored to client objectives.

Anwesha Basu is a CFP® and Series 63–licensed financial advisor with 20 years of industry experience. She has been with Vanguard Advisers since 2019 and concurrently holds roles within The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2010. 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, constructing portfolios primarily from Vanguard funds and ETFs while offering a range of customization options and tax-aware features.

Jonathan Britt is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 credential and nine years of industry experience. He has worked with several firms including Fidelity Investments, Fisher Investments, and Edward Jones. Outside of his advisory role, he owns an e-commerce business called RetroMage LLC. Vanguard Advisers delivers both 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 create personalized portfolios mainly composed of Vanguard funds and ETFs.