Edwin Porter is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Harrisburg, NC. He has four years of industry experience, including 14 years at TIAA prior to joining Edward Jones in 2021. 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 strategies, including discretionary and non-discretionary solutions, separately managed accounts, and affiliated mutual funds.

Glenn Ford Jr. is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding CFP® and Series 63 designations and bringing 29 years of industry experience. He has worked at The Vanguard Group, Inc. and its affiliates since 1999 and has been self-employed since 2026. Outside of his advisory work, Ford serves as treasurer on the board of Marvin Community Development Services Corporation, a nonprofit focused on community development, and is a general board member of the Alpha Communities Foundation, a fraternity-related nonprofit. 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 using proprietary models and largely invests through Vanguard funds and ETFs, supporting a high client-to-advisor ratio enabled by digital delivery and scalable portfolio management solutions.

David Ackerman is a Series 66-registered financial advisor with Wells Fargo Clearing, based in Charlotte, NC, and has three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has held positions at Wells Fargo Bank and Citizens Bank NA in prior years. Outside of his advisory role, he serves as the treasurer for Guardians of the Children, a nonprofit organization focused on education. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary in delivering tailored plan solutions.

Walter Orebaugh is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes positions at Vanguard Marketing Corporation and The Vanguard Group, Inc. He also has experience with The Masters at Augusta National Golf Club and the University of South Carolina. 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 approach, constructing portfolios mainly from Vanguard funds and ETFs with various tax-aware and customization features.

Troy Spies is a CFP® with 11 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2017. He has been associated with Vanguard marketing Corporation and The Vanguard Group, Inc. since 2014. Based in Charlotte, NC, Spies holds a Series 63 designation. Vanguard Advisers offers 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 utilizing proprietary models and primarily constructs portfolios with Vanguard funds and ETFs.

David Baucom is a financial advisor with LPL Financial in Concord, NC, holding the Series 66 designation and having 21 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by model portfolios and research from multiple sources.

Joelle Walker is a financial advisor with Merrill based in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Her work history includes roles at Bank of America, Merrill, Wells Fargo Clearing Services, and several real estate-related firms. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lauren Moses is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 66 and Series 63 licenses. Her previous roles include positions at Vanguard, Coinbase, Amazon, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mark Arigo is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2023. Outside of his advisory role, he works as a part-time coach and trainer at Lake Norman Athletic Club. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with algorithmic tools and delivers personalized advice through a centralized consulting team.

Michael Quinones is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. His background also includes time at the University of Central Florida and a brief role at 4 Rivers Smokehouse. 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 investment approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a high client-per-advisor ratio reflecting its scale and digital delivery model.

Zachary Pepper is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 credential and three years of industry experience. He has worked at The Vanguard Group since 2022 and has prior experience with Reckitt, the U.S. Department of Commerce, and various educational institutions. Outside of advising, he manages a rental property in Charlotte. 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 using proprietary models and offers portfolios constructed mainly from Vanguard funds and ETFs.

Charles Hamm is a financial advisor with Vanguard Advisers, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard in 2025, he worked at ArcBest and Coyote Logistics. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s approach combines goal-based, algorithm-driven strategies with portfolios primarily constructed from Vanguard funds and ETFs, supported by a large advisory team managing a high volume of client relationships.

Edward Ferko Jr. is a CFP® with 24 years of experience in the financial services industry. He has been with Vanguard Advisers since 2019 and has held roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2001. 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 using proprietary models and offers scalable digital delivery supported by a team of over 2,200 advisors.

Andrew Roush is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and six years of industry experience. He has worked with The Vanguard Group and its affiliates since 2021 and previously held roles at Equitable Advisors and Axa Advisors. Outside of his advisory work, he has experience in the food service industry, including working as a bartender and server. 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 approach and manages a large client base through a combined automated platform and team servicing model.

Matthew Spaziani is a financial advisor at Vanguard Advisers with four years of industry experience. He holds a Series 66 designation and has worked at multiple Vanguard entities since 2021, with prior experience at Ally Invest Securities, MassMutual, Liberty Mutual Insurance, and Blackstone Labs. 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 personalized asset allocations primarily constructed from Vanguard funds and ETFs, serving a large client base through a combination of digital delivery and advisor support.

Chad Epting is a financial advisor with Edward Jones in Concord, NC, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He worked at ProEquities, Inc. and Protective Life from 2003 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its large network of advisors and branches, offering fiduciary advisory services and affiliated investment capabilities.

Garrett Barkley is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes multiple roles at The Vanguard Group since 2013, along with two years at Infosys. Vanguard Advisers offers 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 to portfolio construction, utilizing Vanguard funds and ETFs with tax-aware features and a range of customization options.

Lauren Bonner is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63, 65, and 66 licenses and 15 years of industry experience. She has been with Vanguard Advisers since 2025 and is involved in marketing and advertising for Charlotte Helicopters, a separate helicopter rides business. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that incorporates proprietary models and tax-aware portfolio features.

Richard Yakubu is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Vanguard Advisers, Inc. since 2021 and has been associated with The Vanguard Group and Vanguard Marketing Corporation since 2018. Prior to that, he held positions at the Swain Center and the University of North Carolina Wilmington. 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 personalized asset allocations largely constructed from Vanguard funds and ETFs.

Avner Israel is a financial advisor at Vanguard Advisers with six years of industry experience. He holds a Series 66 designation and has worked at Vanguard and its affiliates since 2021. Prior to that, he was with First Command Advisory Services and First Command Financial Planning. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that incorporates proprietary models and largely Vanguard fund-based portfolios. The firm manages a large scale of client relationships through a hybrid digital and advisor-supported platform.