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.

Matthew Duliba is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Vanguard Advisers. His prior experience includes roles at PNC Financial Corporation and Next Financial Group, Inc. Outside of financial advising, he participates in entertainment as a TV show participant 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 employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and predominantly Vanguard funds and ETFs.

Jenny Duncan is a financial advisor at Vanguard Advisers with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked with firms including Charles Schwab & Co., RSM US Wealth Management, and Wells Fargo Funds Distributor. She is currently based in Charlotte, NC. 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 to set personalized asset allocations, with portfolios constructed mainly from 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 10 years of industry experience and has been with Vanguard Advisers since 2020. He has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2016 and previously spent a year at Edward Jones. Outside of finance, he was involved with Show Pros Entertainment from 2016 to 2018. 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 to portfolio construction, predominantly employing Vanguard funds and ETFs, with a variety of tax-aware and customization features.

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 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Aon Hewitt Financial Advisors and Talentbridge prior to his current role. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of investment adviser representatives and utilizes third-party asset managers and advisory programs.

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.

James Lange is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he worked at City Market, Park Place Technologies, Vail Resorts, and held various positions in academic settings. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and constructs portfolios primarily from Vanguard funds and ETFs, offering a range of tax-aware and customization features.

Thomas Harding is a Series 66 licensed financial advisor at Edward Jones with five years of industry experience. He has been with Edward Jones since 2020 and previously worked at Otsuka America Pharmaceutical, Inc. from 2010 to 2019. 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 through a network of over 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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 13 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has worked at THE Vanguard Group, Inc. since 2013 and manages Perry's Market, a retail grocery store in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm combines a goal-based, algorithm-driven approach with Vanguard funds and ETFs to deliver personalized asset allocations and portfolio customization.

Troy Jones is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Wells Fargo Bank, N.A. since 2011 and Edward Jones from 2009 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

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.