Matthew Williams is a financial advisor at Vanguard Advisers with two years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, Florida Atlantic University, and Waves Management. Vanguard Advisers delivers automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models, and its portfolios are composed mainly of Vanguard funds and ETFs with customizable features.

Kristina Pyle is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bank of America, Wells Fargo, and SunTrust prior to her current role. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chiaheng Chen is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, 65, and 66 designations and 28 years of industry experience. Prior to his current role, he worked at Lyft and Wells Fargo Advisors. He serves as Treasurer for the North Carolina chapter of the National Association of Asian American Professionals, where he is involved in budgeting and promoting diversity and professional development. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services based on an IPS-driven process grounded in modern portfolio theory. The firm’s investment menu includes a broad range of products such as insurance-related vehicles and bank deposit sweep options.

Collin Brantmeyer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at The Motley Fool, Camp Digital, Public News Service, and VNYL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Samara Barnett is a financial advisor at Vanguard Advisers with three years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Vanguard Marketing Corporation and The Vanguard Group since 2022. Prior to that, she held positions at Broker Solutions Inc., Lakeview Loan Servicing LLC, Erie Insurance, and Highmark Inc. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, constructing portfolios primarily from Vanguard funds and ETFs with customizable tax-aware and ESG features.

Claudiu Antonie is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials with four years of industry experience. His work history includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as prior positions in various sectors including education and automation. 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 customization options and tax-aware features.

Eric Spangenberger is a financial advisor at Vanguard Advisers with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has spent his entire career at The Vanguard Group, Inc. 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 employing Vanguard funds and ETFs, and manages a high volume of client relationships through a combination of digital platforms and a large advisor team.

Jocephus Lewis is a financial advisor at Vanguard Advisers with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Fidelity Investments and Citibank. His professional background also includes management roles outside finance, such as at Gregory's Coffee Management LLC. 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 primarily constructed from Vanguard funds and ETFs, serving a large client base through a combined digital platform and advisor team model.

John Dufour is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2013, as well as a brief tenure at LPL Financial. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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.

Brett Stewart is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Northwestern Mutual and Bradley Advisory. He 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 employs a goal-based, algorithm-driven investment approach using proprietary models and primarily constructs portfolios from Vanguard funds and ETFs.

Daniel Rustemeyer is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and seven years of industry experience. He has been with Vanguard Advisers since 2019 and has additional roles within The Vanguard Group and Vanguard Marketing Corporation dating back to 2018. Prior to that, he held positions related to international trade and study abroad programs at the University of Missouri. 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 Vanguard funds and ETFs, managing a large client base through a combination of digital platforms and a team servicing model.

Clifton Boone is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His prior roles include positions at TIAA-CREF, Bank of America, Merrill, and various real estate firms. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs. The firm serves a large client base through a combination of digital delivery and a sizable advisor team, focusing mainly on retail and plan participants.

Barry Kuhn is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and four years of industry experience. His work history includes roles at US Tech Solutions and Wells Fargo Clearing Services LLC, alongside prior experience in municipal authority, university, restaurant, and arts studio settings. 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 from Wells Fargo Investment Institute and third‑party analytics.

Robert Allred is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses. He has two years of industry experience and has worked in various roles including at Vanguard Marketing Corporation, The Vanguard Group, and Ronald Blue Trust. Outside of finance, he has been involved with nonprofit and church-related organizations. 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 with portfolios mainly constructed from Vanguard funds and ETFs, emphasizing scale and digital delivery across a broad client base.

Carter Garbutt is a Certified Financial Planner (CFP®) with 18 years of industry experience. He has been with Vanguard Advisers since 2012 and also holds roles with Vanguard Marketing Corporation and The Vanguard Group, Inc. 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 utilizes a goal-based, algorithm-driven approach and primarily constructs portfolios from Vanguard funds and ETFs, offering a range of customizable investment options.

Edward McConnell is a CFP®-credentialed financial advisor with 23 years of industry experience, currently serving at Vanguard Advisers. He has worked at various Vanguard entities since 2018 and held prior roles at BB&T Securities, BBTIS, and BB&T Bank. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach and managing portfolios largely composed of Vanguard funds and ETFs.

Jeffrey Mccue is a financial advisor with Cambridge Investment Research Advisors in Concord, NC, holding Series 63 and Series 66 registrations and 29 years of industry experience. Prior to joining Cambridge in 2024, he worked at LPL Financial and Independent Advisor Alliance from 2017 to 2024, among other firms. He is also affiliated with Focus Wealth Planning as an Investment Advisor Representative. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides a range of portfolio management options, including proprietary model strategies and access to unaffiliated strategists, with both discretionary and non-discretionary approaches tailored to client objectives.

Jonathan Daines is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His work history includes positions at Vanguard Marketing Corporation, The Vanguard Group, and Randstad NV. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor 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 using proprietary models and offers portfolios built mainly from Vanguard funds and ETFs with various customization options.

Melissa Ray is a Series 66-credentialed financial advisor with 21 years of industry experience. She has worked at LPL Financial since 2018 and previously held positions at Mass Mutual Investors Services and MSI Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Anthony Bonvissuto is a financial advisor at Vanguard Advisers with three years of industry experience. He holds the Series 66 designation and has previously worked at Ally Invest Securities, LPL Financial, and Edward Jones among other firms. 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 largely constructed from Vanguard funds and ETFs, supported by a large team and digital delivery platform.