Daniel Brown is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, where he has worked since 2022. In this role, he helps clients understand complex strategies, financial topics, and tools to support their financial goals. His professional experience includes positions as a Financial Advisor at The Vanguard Group from 2020 to 2021, a Client Relationship Consultant at TIAA from 2018 to 2020, a Senior Financial Consultant at TIAA from 2016 to 2018, and a High Net Worth Investment Consultant at The Vanguard Group from 2008 to 2016.

Matthew Marie is a CFP® with 21 years of experience in the financial services industry. He has been with The Vanguard Group, Inc. since 2005 and is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, using proprietary models to personalize asset allocations with a range of customization options.

Jessica Williams is a financial advisor with Vanguard Advisers based in Charlotte, NC. She holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Vanguard Advisers, she worked in various roles including positions at The Vanguard Group, Inc. and Vanguard Marketing Corporation, as well as experience outside the financial industry at a cleaning company. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach that incorporates proprietary models to set personalized asset allocations, managing large-scale client relationships through its digital platform and extensive advisor team.

Gianmarco Giannini is a financial advisor with Vanguard Advisers, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at Snowball Innovation Advisory, Lynden Incorporated, and MODE Growth Partners, as well as positions related to educational institutions such as the University of Washington. 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 approach, utilizing proprietary models to personalize asset allocations and offers a range of customization options along with broad access to Vanguard funds and ETFs.

Comischell Bradley Rodriguez is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Vanguard in 2021, Rodriguez worked at New York Life Insurance Company and CUSO Financial Services. Rodriguez is the president and founder of the Kaleidoscope Institute, a nonprofit organization focused on leadership, education, marketing, and event planning. 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 with Vanguard funds and ETFs.

Errol Mccoy is a financial advisor at Vanguard Advisers with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at The Vanguard Group, Inc. since 2016, following a period of self-employment from 2013 to 2020. Vanguard Advisers provides automated and human-supported investment advice through services like Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and offers a range of customizable portfolio options constructed mostly from Vanguard funds and ETFs.

Jon Schrand is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He initially helped open the Huntersville Fidelity office and works with individuals and families to identify risks and opportunities to build, protect, and transfer wealth. Jon follows a structured five-step financial planning process that includes understanding client backgrounds and goals, diagnosing financial situations, co-creating tailored plans, implementing those plans, and monitoring them over time to adjust for life events and health changes. Jon has been with Fidelity Investments since 2012, progressing through several roles including Financial Representative, Investment Solutions Representative, Investment Consultant, and Financial Consultant prior to his current position. His experience spans over a decade within the firm, focusing on comprehensive financial advice and client partnership. Outside of his professional work, Jon is engaged in family activities and enjoys fitness, golf, outdoor adventures, parenthood, and tennis.

Alexandria Page is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior work includes roles at Liberty Mutual and Geico. Outside of her advisory role, she works as a contract driver for Amazon Flex. 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 that utilizes Vanguard funds and ETFs, offering extensive customization and tax-aware portfolio features.

Trudy Mullins is a financial advisor with Raymond James Financial Services Advisors, Inc. in Denver, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James since 2014 and is also an associate at Elmore Financial Group, where she performs administrative and financial assistant duties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations, utilizing risk profiling and analytical tools to inform non-discretionary planning and customized investment consulting.

Malik Lampkins Rudolph is a financial advisor at Vanguard Advisers with a Series 66 designation and approximately one year of industry experience. Prior to joining Vanguard, he worked at Vector Marketing and First National Bank of PA and has a background that includes roles at Arizona State University and other organizations. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. Its investment approach is goal-based and algorithm-driven, utilizing proprietary models and primarily Vanguard funds and ETFs, with a focus on customization and tax-aware features.

Austin Wright is a Series 66-credentialed financial advisor with nine years of industry experience. He has been with The Vanguard Group since 2017 and previously worked in the finance department at Texas Tech University. 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 with portfolios primarily composed of Vanguard funds and ETFs, supporting a large client base through a combination of digital platforms and a team servicing model.

David Byrne II is a CFP® professional with 16 years of experience in the financial industry, all with Edward Jones since 2010. He is based in Cornelius, NC. Outside of his advisory work, he is involved in managing rental properties through several entities in the Cornelius and Charlotte areas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Dean Williamson is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and with Raymond James Financial since 2009. Outside of advising, he is the owner of Eagles Nest Winery, a winery and wine bar in North Carolina, and he has authored a book. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a broad network of advisors with specialized programs and consulting services.

Cameron Seibert is a financial advisor at Vanguard Advisers with four years of industry experience. He holds a Series 66 designation and has worked at various Vanguard entities since 2022. His prior experience includes a role at Sequoia Financial Group and engagements outside the financial sector. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm combines algorithm-driven, goal-based portfolio construction with broad customization options and manages a large client base through a digital platform supported by an extensive advisor team.

Matthew Hecker is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked with various Vanguard entities since 2017 and previously held roles at Craft Culinary and American Valet. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models and primarily Vanguard funds and ETFs to construct portfolios with customization and tax-aware features.

William Matyi Jr. is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and previously worked at Voya Investment Management and Prudential Investment Management Services. Outside of advisory work, he manages investment properties in Davidson, NC. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset thresholds, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement income plans through a centralized consulting team.

Andrea Sparks is a financial advisor at Vanguard Advisers with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with The Vanguard Group since 2015. Outside of her advisory role, she operates e-commerce businesses as a reseller on eBay and owner of an Etsy shop. 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, offering a range of customization options and managing a large client base through digital delivery and a team servicing model.

Violeta Montano is a financial advisor at Vanguard Advisers with four years of industry experience. She holds Series 63 and Series 66 licenses. Her work history includes roles at Vanguard Advisers, Vanguard Marketing Corporation, The Vanguard Group, Inc., and prior positions in education and other sectors. 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.

Barton Hanline is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at The Vanguard Group, Inc. and its related entities since 2019 and was previously with Metlife Securities Inc. from 2015 to 2019. Vanguard Advisers offers both 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 hundreds of thousands of clients through a large advisor team and digital platform.

Sigourney Schreiber is a CFP® credentialed financial advisor at Vanguard Advisers with four years of industry experience. She has held roles within multiple Vanguard entities since 2021 and has prior experience in educational and healthcare settings. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a large scale digital delivery model supported by over 2,200 advisors.