Todd Guilfoyle is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at TIAA and The Vanguard Group, Inc. Outside of his advisory work, he is contracted with a food delivery service in a non-investment capacity. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through a combination of automated and human-supported investment advice. The firm utilizes a goal-based, algorithm-driven approach with personalized asset allocations primarily constructed from Vanguard funds and ETFs.

Bret Gallin is a financial advisor with Wells Fargo Advisors in Denver, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, he also works as a part-time bartender at Levy Restaurants. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu tailored to clients who meet certain net-worth thresholds, covering areas such as retirement, education, risk, and wealth-transfer planning, with many services delivered through meetings and written client summary letters.

Mark Mccall is a CFA® charterholder with 18 years of experience in the financial industry. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets Inc for four years. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and modeling tools but does not include individual security recommendations as part of its standalone financial planning offering.

Anne Abernethy is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Newton, North Carolina. She has 18 years of industry experience, including seven years at Wells Fargo Clearing prior to joining Wells Fargo Advisors in 2023. In addition to her advisory role, Abernethy serves as a part-time pastor at Bethel United Church of Christ in Hickory, North Carolina. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

Jenamarie Fox is a financial advisor at Vanguard Advisers with 19 years of industry experience. She holds a Series 66 designation and has been with Vanguard Advisers and related entities since 2015. She also serves as a fiduciary agent for an immediate family member’s investments. 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 that emphasizes personalized asset allocation across various savings goals and manages portfolios primarily with Vanguard funds and ETFs.

James Palmer is a CFP® with seven years of industry experience and is currently an advisor at Vanguard Advisers. He has worked at several firms, including TMD Wealth Management LLC and Runey and Associates Wealth Management. Palmer serves on the Texas Tech Personal Financial Planning Alumni Advisory Board, where he mentors students in the program. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s goal-based, algorithm-driven approach uses proprietary methodologies to construct personalized portfolios primarily composed of Vanguard funds and ETFs.

Angelique Harris is a financial advisor with Edward Jones in Mooresville, NC, holding the ChFC® designation and Series 63 and Series 66 licenses. She has five years of industry experience, including over a decade at TIAA Kaspick prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Diverniero is a financial advisor at Vanguard Advisers in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, and several positions in media and data companies. 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 and manages a large client base through a digital platform supported by over 2,200 advisors.

Fiona Coupe is a financial advisor with Vanguard Advisers, holding a Series 66 designation and eight years of industry experience. She has worked with Vanguard Advisers, The Vanguard Group, Inc., and Vanguard Marketing Corporation since 2018. Prior to that, she was associated with The University of Alabama and Johan Inc. Her background includes roles in higher education and community services. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages a broad client base with a combination of Vanguard funds and ETFs.

Tyler Aiken is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds the Series 66 designation and is based in Davidson, NC. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Jeffrey Bierbower is a financial advisor at Vanguard Advisers with five years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Merrill Lynch, Bank of America, and MCJ Consulting. He is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, serving retail investors and retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily invests in Vanguard funds and ETFs.

Austin Mistry is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Trinity Wealth Securities, Florida Financial Advisors, and Tristate Financial Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. Their process integrates centralized due diligence with quantitative and qualitative research and includes a broader derivatives and commodities capability compared to many institutional advisory programs.

Stacie Wolfe is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options with approximately $1.01 trillion in assets under management. The firm maintains a large nationwide network of advisors and branch offices and combines advisory services with affiliated capabilities such as a trust company and mutual funds.

Rurik Alconaba is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and three years of industry experience. His prior experience includes roles at TIAA Financial Services and TIAA-CREF Individual & Institutional Services. He has also worked in education and property management earlier in his career. Vanguard Advisers provides both 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 offers portfolios mainly composed of Vanguard funds and ETFs, with various customization options.

Eric Dean is a financial advisor with Equitable Advisors in Mooresville, NC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Equitable Advisors since 2018 and previously held positions at AXA Advisors, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance. Outside of his advisory role, he serves as Director of Alumni Engagement for the Babson Alumni Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs and third-party asset managers, offering diversified investment options without sponsoring its own wrap fee program.

William Cheek is a financial advisor at Edward Jones in Cornelius, NC, holding the Series 66 designation with over 15 years of prior experience at SCOR Global Life Americas Reinsurance Company. He has been with Edward Jones since 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mitchell Nelson is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Primerica Advisors since 2015, with prior experience at ATI Specialty Metals and Federal Express Corp. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Jason Miehle is a CFP®-certified financial advisor with 17 years of industry experience. He has been with The Vanguard Group since 2008. 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 portfolios primarily constructed from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Mark Jones is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His career includes roles at Morgan Stanley and Merrill prior to joining Vanguard in 2019. Vanguard Advisers offers 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 investment approach with portfolios constructed mainly from Vanguard funds and ETFs, combining scale and digital delivery to manage a large base of client relationships.

Brian Hill is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of advisory approaches with technological tools and oversight of over $819 billion in discretionary assets.