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.

Colby Cossette is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation with less than one year of industry experience. Prior to joining the financial sector, Cossette spent 13 years in primary education and has held various roles including at Belmont Abbey College. 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 combines brokerage and advisory solutions and employs research-driven strategies grounded in diversification and modern portfolio theory.

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 with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2021, and previously at CPI Security Inc. from 2016 to 2021. 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 constructed from Vanguard funds and ETFs, combining scale and digital delivery to manage a large client base efficiently.

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.

Robin Matthews is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Michael Harper is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and 24 years of industry experience. His career includes roles at Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, Valic Financial Advisors, and UBS Financial Services, with multiple tenures at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Taylor is a financial advisor with Vanguard Advisers, holding Series 66, Series 63, and Series 65 licenses and 12 years of industry experience. Prior to joining Vanguard in 2026, he worked at Morgan Stanley and Wells Fargo Investment Institute among other firms. He is also involved with Circle T Holdings Corp. Vanguard Advisers offers automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily constructs portfolios from Vanguard funds and ETFs.