Patrick Thompson is a financial advisor at Merrill in Charlotte, NC, with one year of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Merrill and Bank of America, N.A., he worked in various roles including independent insurance agent and positions at The Leaders Group Inc and Passerelle Partners. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tristan Proctor is a financial advisor at Vanguard Advisers with a Series 66 credential. He has been with Vanguard and its affiliated entities since 2025. Prior to his financial services career, his work experience includes roles in education and the retail and food service industries. 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 and manages portfolios mainly using Vanguard funds and ETFs, with a focus on scalable digital delivery supported by a large advisory team.

Charles Hoffecker is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Merrill Lynch and Bank of America. Outside of his advisory work, he operates an e-commerce business specializing in sports trading cards. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach, constructing portfolios primarily from Vanguard funds and ETFs with various tax-aware and customization features.

Margaret Bradley is a financial advisor at Vanguard Advisers with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Vanguard-affiliated firms since 2004. Her current role at Vanguard Advisers began in 2020. Vanguard Advisers offers both 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 uses a goal-based, algorithm-driven investment approach featuring proprietary methodologies and customizable portfolios constructed mainly from Vanguard funds and ETFs.

Matthew Dougherty is a financial advisor with Vanguard Advisers, holding a Series 66 designation and two years of industry experience. He has worked at multiple Vanguard affiliates since 2024 and has prior experience at Randstad and Farther Finance, among other 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 proprietary models to construct portfolios primarily from Vanguard funds and ETFs, offering various customization options.

Joanne Mitchell is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation and 22 years of industry experience. She has worked with Wells Fargo Advisors since 2011, with a brief tenure at LPL Financial from 2017 to 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Brett Moore is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, Inc., and PNC Financial Services Group. 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 with portfolios constructed mainly from Vanguard funds and ETFs, supported by a high client-to-advisor ratio due to its scale and digital delivery model.

Jake Cheatham is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Digital Intelligence Systems, T3 Trading Group, and several educational institutions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven process grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Raymond Mones is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. He has been with LPL Financial since 2008, previously working at Merrill and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting investment advisers with both discretionary and non-discretionary strategies.

William Voncanon III is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with Vanguard Group and its related entities since 2010, and has worked at Vanguard Advisers since 2019. Vanguard Advisers provides automated and human-supported investment advice through digital 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 with portfolios constructed mainly from Vanguard funds and ETFs, offering tax-aware features and customization options.

Trent Chabot is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes positions at Lowe's Foods, Harris Teeter, and Winthrop University before joining The Vanguard Group in 2017. 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 utilizing Vanguard funds and ETFs with various tax-aware and customization features.

Robert Renegar is a financial advisor at Vanguard Advisers in Charlotte, NC, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Vanguard Group, Inc. since 2016. Vanguard Advisers offers 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 approach and manages portfolios primarily using Vanguard funds and ETFs, emphasizing tax-aware features and customizable investment options.

Tyrone Ward Jr. is a financial advisor at Vanguard Advisers with four years of industry experience and holds the Series 63 and Series 66 licenses. He has worked at various Vanguard entities since 2021 and has also been self-employed since 2019, working as a contracted delivery driver for DoorDash in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies to set personalized asset allocations and offers a range of customizable portfolio options largely composed of Vanguard funds and ETFs.

Dillon Freer is a financial advisor with Wells Fargo Clearing in Belmont, NC, holding a Series 63 designation and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Associate Staffing and Wintergot Inc., a restaurant business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Mario Rudolph is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at TIAA-CREF and LPL Financial. He is currently based in Charlotte, NC. Vanguard Advisers delivers 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 personalize asset allocations primarily through Vanguard funds and ETFs.

Faith Hurrinus is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and three years of industry experience. Her background includes roles at multiple Vanguard entities and previous entrepreneurial experience with Jarek Auto Sales, LLC. 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, servicing a large client base through a combination of digital delivery and advisor support.

Ryan Marsh is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at Principal Life Insurance Company and Mass Mutual Investors Services. Marsh also holds a fixed insurance agent role involving life, annuities, disability, long-term care, health, and group insurance products. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and offers portfolios primarily composed of Vanguard funds and ETFs with various customization options.

Logan Hester is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard in various roles since 2022. Prior to his advisory role, he worked in hospitality and financial services, including a position at Vidalia Restaurant. 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 portfolio construction, leveraging Vanguard funds and ETFs with tax-aware features and customization options.

Richard Carden is a CFP® with three years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has held positions at several firms including Greenleaf Trust and Empower Retirement. In addition to his advisory role, he teaches business principles, leadership, and professional development at Central Piedmont Community College. Vanguard Advisers offers 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 approach using proprietary models to create personalized portfolios primarily constructed from Vanguard funds and ETFs.

Richard Bibeau is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles across Vanguard entities since 2022. Prior to joining Vanguard, he spent eight years at H&M Hennes & Mauritz. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.