Malcolm Crisp is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and one year of industry experience. His work background includes roles at Western & Southern Life, Amazon, and various companies in the food service sector, as well as academic experience at Winston-Salem State University. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Ethan Mcdaniel is a Series 66-registered financial advisor with Wells Fargo Clearing in Charlotte, NC, and has six years of industry experience. His prior roles include positions at Auburn University, Shutterfly Inc., RHI General Group, and Office Pride. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Sheri Simpson is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 65 and Series 63 licenses and over 22 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and TIAA-CREF. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, utilizing proprietary research and tools to develop tailored recommendations.

Jennifer Keilty is a financial advisor at Vanguard Advisers with 20 years of industry experience. She holds the Series 66 designation and has been with Vanguard Advisers since 2019. Keilty is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc., where she has worked since 2015. 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 to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and extensive advisor team.

Jason Holt is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Linsco Private Ledger Corp since 2001. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with technology and a broad suite of financial products.

Jonathan Jefferson is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, and TIAA-CREF. In addition to his advisory work, he has contracted with Instacart, performing grocery shopping and delivery services. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach, primarily employing Vanguard funds and ETFs, with features such as tax-aware strategies and customization options.

Niall Lepper is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His career includes roles at TIAA-CREF, LPL Financial, and HSBC Securities prior to joining Vanguard. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to personalize asset allocations, with portfolios mainly constructed from Vanguard funds and ETFs.

Albert Shaffer IV is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has held roles with multiple Vanguard entities since 2022 and has prior experience in education and early childhood development. 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 investment approach using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs.

Matthew Peters is a financial advisor at Vanguard Advisers with 13 years of industry experience. He holds the CFP® designation along with Series 66, Series 63, and Series 65 licenses. Prior to joining Vanguard in 2013, he worked at Edward Jones for one year. Vanguard Advisers offers 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 with personalized asset allocations and portfolios constructed primarily from Vanguard funds and ETFs.

Daniel Sexton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving clients for ten years, focusing on goals-based wealth management to assist clients in achieving their financial objectives. Daniel specializes in areas such as retirement planning, asset management, family wealth management strategies, legacy planning, LGBT wealth planning, employee financial health, women and wealth, and retirement income. Daniel holds a Bachelor's Degree from the University of North Carolina Charlotte and is a Personal Investment Advisor (PIA). He designs personalized action plans for his clients with specific investment recommendations based on their goals, risk tolerance, liquidity needs, and time horizon. He and his clients regularly review progress to ensure alignment and make adjustments as necessary. Residing in Mooresville, North Carolina, Daniel lives with his wife, Erin, and their three daughters, Mallory, Emma, and Evie. He is active in his community and volunteers with local organizations. His office is located in Huntersville, North Carolina.

Latasha Anderson is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. She has worked with Prudential Insurance Company of America and Pruco Securities, LLC, and maintains an affiliation with Prosperity Wealth Group. Outside of her advisory role, she provides financial literacy and personal finance presentations and engages in social media affiliate marketing. LPL Enterprise, LLC serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by internal research and third-party strategists, and offers services that include financial planning, consulting, and access to third-party asset managers and wrap programs.

Lynn Bowser is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 credentials. She has 10 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Outside of her advisory work, she is a founding partner of Elevate Strategy & Consulting, a coaching and mentoring business for professionals. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers a range of investment and educational programs.

Craig Parkin is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and over 20 years of industry experience. He previously worked at TIAA-CREF from 2004 to 2025 and has been with Vanguard since 2025. Outside of his advisory work, Parkin is involved with TPG Retails Holdings, LLC, operating Woof Gang Bakery & Grooming. Vanguard Advisers offers 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 primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a digital platform supported by more than 2,200 advisors.

Katie Edwards is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and seven years of industry experience. She previously worked at The Vanguard Group, Inc. and Ikea before joining Wells Fargo Clearing in 2020. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party data.

Spencer Edens is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Vanguard Marketing Corporation and The Vanguard Group, as well as various nonfinancial roles in the hospitality and retail sectors. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible 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 customization options.

Mitchell Coleman is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience, including roles at Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation. His prior work includes positions at Northwestern Mutual and Quarterdeck Marinas, as well as experience with Semester at Sea. Vanguard Advisers provides 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 to personalize asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory team.

Shawn Fleming is a financial advisor at Vanguard Advisers with 24 years of industry experience. He has been with The Vanguard Group, Inc. since 2004 and holds Series 63 and Series 66 designations. 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 to create personalized asset allocations, largely utilizing Vanguard funds and ETFs.

Nicolas Gilliam is a financial advisor with Ameriprise in Mooresville, NC, holding Series 65 and Series 66 licenses and 19 years of industry experience. He has been with Ameriprise since 2006 and manages practice operations as COO of Brightstead Management LLC. Outside of finance, he is also engaged in art through a side business called Creative Dimensions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Michael Webber is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo since 2016 and previously at Wachovia Securities. Webber serves as a trustee for his father’s trust in Hickory, NC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Tamara Sheline is a financial advisor with Morgan Stanley in Cornelius, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She worked at Citigroup Global Markets for 28 years before joining Morgan Stanley Smith Barney in 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutions, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and modeling techniques, with clients responsible for plan implementation and updates.