Thomas Coakley is a CFP® professional with 21 years of industry experience, all spent at The Vanguard Group since 2005. He is based in Charlotte, NC, and holds the Series 63 designation. Vanguard Advisers provides 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 employs a goal-based, algorithm-driven approach, using proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs.

Noah Hjelmeng is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses and having two years of industry experience. His background includes roles at Vanguard and Ernst & Young, as well as self-employment. 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 with portfolios constructed mainly from Vanguard funds and ETFs, combining digital delivery with a high client-per-advisor ratio.

Muni Bhambri is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His career includes roles at UBS Financial Services, Wells Fargo Clearing, TIAA-CREF, and AXA Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Ben Neill is a CFP® with 24 years of industry experience and is currently with Vanguard Advisers in Charlotte, NC. He has been with The Vanguard Group since 2001, encompassing over two decades of tenure. Vanguard Advisers provides 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 largely composed of Vanguard funds and ETFs.

Moyosola Aina is a financial advisor at Vanguard Advisers with Series 63 and Series 65 credentials and one year of industry experience. Prior to Vanguard, Aina worked at Boaz Capital LLC and has a background that includes entrepreneurship through ownership of a marketing company, Toppers LLC. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants by providing automated and human-supported investment advice. The firm utilizes a goal-based, algorithm-driven approach featuring proprietary methodologies and primarily invests in Vanguard funds and ETFs.

Kyle Worthy is a financial advisor at Osaic Wealth in Charlotte, NC, with 21 years of industry experience. He has held roles at Osaic since 2018 and previously worked for Signator Investors Inc for 13 years. Outside of his advisory work, Worthy owns and operates a photography business. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment approach includes model-based asset allocation and portfolio optimization, supporting various managed account programs and third-party money managers.

Sarah Reames is a PFS™ professional with 25 years of experience in the financial services industry. She is currently with Cambridge Investment Research Advisors and has prior experience with Avantax and her own CPA practice, Sarah N Reames CPA, PLLC, which she has operated since 1988. She holds fiduciary appointments and serves as a board member of the Plantation Professional Center Condo Association. Cambridge Investment Research Advisors serves a diverse client base including individual investors, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports various management platforms and proprietary model strategies under the Founders Gate Capital brand.

Maxim Biruk is a financial advisor at Fidelity with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and US Tech Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a structured investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

William Brisley is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with The Vanguard Group since 2007. 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 mainly composed of Vanguard funds and ETFs. The firm’s scale and digital delivery enable it to manage a large client base through a combined automated platform and team servicing model.

Ryan Mcgowan is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Before joining Vanguard, he held positions with QuintEvents, the New Jersey Devils, and the Carolina Hurricanes. Outside of financial services, he is involved with Suffolk Punch Brewery. Vanguard Advisers provides automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through its digital platform and team servicing model.

Alissa Ilacqua is a Planning Consultant at Fidelity Investments, where she works with individuals and families to help them plan and manage their financial resources. Since joining Fidelity in 2023, she has held several roles including Financial Representative and Investment Consultant before assuming her current position in 2026. In her role as a Planning Consultant, Alissa focuses on empowering clients to take control of their financial future, aiming to enable them to spend their time on what matters most to them. Her experience spans financial representation, investment consultation, and comprehensive financial planning. Outside of her professional responsibilities, Alissa enjoys activities such as art, spending time at the beach, social events with friends, Pilates, reading, and playing softball.

Elizabeth Zimmerman is a financial advisor at Vanguard Advisers with 20 years of industry experience. She has been with The Vanguard Group, Inc. since 2006 and holds Series 63 and Series 66 licenses. 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 methodologies to construct portfolios primarily from Vanguard funds and ETFs.

Abbi Seid is a financial advisor at Vanguard Advisers with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2021, following five years at CPI Security Inc. 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 investment approach and manages client portfolios largely with Vanguard funds and ETFs.

Andrew Harris is a CFP® and CFA® with 17 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. His prior roles include positions at Greenway Wealth Advisors, Sapere Wealth Management, and Story Financial Planning, as well as a development consulting role assisting with fundraising at Reformed Theological Seminary. Vanguard Advisers provides both automated and human-supported investment advice for retail investors and eligible retirement plan participants, employing a goal-based, algorithm-driven approach that utilizes Vanguard funds and ETFs. The firm is notable for its scale, managing hundreds of thousands of clients through a high client-per-advisor ratio and offering a range of customizable portfolio options.

Christopher Taylor is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Morgan Stanley and several other financial firms. Outside of his advisory role, he is involved with Circle T Holdings Corp. 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 featuring proprietary methodologies and primarily uses Vanguard funds and ETFs to construct personalized portfolios.