Brandon Perkins is a Series 66 licensed financial advisor with five years of industry experience, currently with Wells Fargo Clearing in Charlotte, NC. His prior roles include positions at TD Ameritrade, DiSys, and Charter Communications. He serves as treasurer for the Revels Family Foundation, which provides scholarships. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets across more than 14,000 advisors and provides a range of brokerage and advisory solutions.

Ryan Hillary is a financial advisor with Raymond James Financial Services Advisors, Inc. in Mooresville, NC. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Prior to joining Raymond James in 2020, he worked at FS2 Investment Solutions, LLC for four years. He also serves as CEO of RTH Wealth Management LLC, a financial advisory support business. 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 investors. The firm offers tailored non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, with unique offerings in municipal advisory and SIMPLE IRA employer consulting services.

Kaleb Covington is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with Cetera, having worked there and its affiliate entities since 2016. Prior to his advisory career, he spent nine years working at Rusty Rudder. Additionally, Covington is an insurance agent selling life insurance, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals across wealth segments, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Matthew Duliba is a CFP® professional with ten years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His career includes roles at The Vanguard Group and PNC Financial Corporation. Outside of finance, he is involved as a TV show participant with Delirium TV LLC and engages in public speaking on mental health and overcoming adversity. 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 mainly Vanguard funds and ETFs, combining scale with digital delivery to manage a large client base.

Jenny Duncan is a financial advisor at Vanguard Advisers with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab & Co., RSM US Wealth Management, Emory University, and Wells Fargo Funds Distributor. 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 featuring proprietary methodologies and portfolios primarily composed of Vanguard funds and ETFs.

Monika Moore is a financial advisor at Edward Jones in Mooresville, NC, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2013 in various roles. 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 under management through a large network of advisors and branch offices, offering a range of investment strategies and affiliated products under a fiduciary standard.

Corey Hedges is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 10 years of industry experience. His prior work includes positions at Sagepoint Financial, Inc. and Axa Advisors, LLC. Outside of advising, he coaches youth and high school swimming. OSAIC Wealth, Inc. serves both retail and institutional clients through a broad network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and a variety of portfolio management options across stocks, bonds, mutual funds, ETFs, and alternative investments.

Richard Moll is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to develop personalized financial strategies tailored to their specific goals, including wealth building, retirement planning, and legacy creation. Richard's approach centers on understanding clients' priorities and providing ongoing guidance to navigate financial complexities. Richard holds a Bachelor's degree in Finance from the University of North Carolina at Charlotte and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His expertise covers areas such as college education planning, family wealth management, retirement income, and tax minimization. Outside of his professional work, Richard enjoys cooking, football, golfing, soccer, spending time with his family, and watching movies.

Jaret Tidwell is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2018. His prior experience includes roles at Creative Planning and TIAA-CREF. Vanguard Advisers provides 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 constructed primarily from Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing hundreds of thousands of client relationships through a team servicing model.

Rodney Steve is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He previously worked at The Vanguard Group for 18 years and spent two years at Drexel University. Outside of his advisory role, he serves as a board member for Caterpillar Ministries, contributing to strategic planning and organizational governance. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexis Mchugh is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Vanguard Advisers, Alexis held roles within Vanguard Marketing Corporation and The Vanguard Group, Inc. She is based in Charlotte, NC. 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’s approach combines goal-based, algorithm-driven asset allocation with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Thomas Sandry is a CFP® with nine years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2020. He has also worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2016. Outside of finance, he had a role at Show Pros Entertainment from 2016 to 2018. 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 investment approach with portfolios primarily composed of Vanguard funds and ETFs, supported by a combination of digital tools and advisors.

Hannah Vann is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. She has held roles at Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation since 2026. Prior to joining Vanguard, her work experience includes positions at RSM US, LLP, Afni, Inc., and various non-financial roles. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach incorporating proprietary glide-path methodology and the Vanguard Capital Markets Model, with portfolios built mainly from Vanguard funds and ETFs.

Karl Curry is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Aon Hewitt Financial Advisors and Talentbridge. He is based in Charlotte, NC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Gary Samuelson is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs, while maintaining separate planning and investment services.

Logan Blough is a financial advisor at Vanguard Advisers with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Vanguard Advisers since 2014. His work history also includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. 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 methodologies and constructs portfolios largely from Vanguard funds and ETFs.

Brett Couch is a CFP® with 12 years of industry experience, currently serving as an advisor at Vanguard Advisers in Charlotte, NC. He has been employed with The Vanguard Group, Inc. since 2013 and manages a retail grocery store, Perry's Market, outside of his advisory role. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that primarily employs Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model.

Troy Jones is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Bank, NA since 2011 and has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nicolae Porancea is a CFP® credentialed financial advisor with 14 years of industry experience, currently working at Vanguard Advisers since 2013. He is based in Charlotte, NC, and holds a Series 63 license. 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, utilizing proprietary methodologies and primarily Vanguard funds and ETFs to construct personalized portfolios.

Joseph Reyes is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Vanguard Advisers, he worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. Reyes has also been involved with Reyes Enterprise Inc. and TF Yachts. Vanguard Advisers provides 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 models and offers a range of customizable portfolios primarily constructed from Vanguard funds and ETFs.