Danna Nealon is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. She previously worked at Bank of America and Merrill from 2016 to 2018. Outside of her advisory role, Nealon serves as treasurer for the Preston at the Lake Homeowners Association, where she manages bookkeeping responsibilities. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charities, trusts, and estates. The firm offers tailored investment strategies through various platforms and proprietary model strategies, with a network of independent financial professionals.

Samuel Patterson is a financial advisor at Vanguard Advisers with three years of industry experience. He holds the Series 66 and Series 63 licenses and has been with Vanguard Advisers since 2025. Prior to this role, he was affiliated with Patriot Investment Management Group and operated several entrepreneurial ventures, including Gift, Gourmet & Interiors, LLC. 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 approach using proprietary methodologies and primarily constructs portfolios with Vanguard funds and ETFs.

Nestor Mendez is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of finance, he owns a painting and cleaning business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Logan Shuping is a CFP® professional affiliated with Vanguard Advisers, bringing five years of industry experience. His background includes roles at The Vanguard Group, Inc., Vanguard Marketing Corporation, and Equitable Advisors, LLC. Outside of advisory work, he was involved with Warrior Golf Club, LLC for three years. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, supporting customization options and tax-aware features.

Joshua Burrows is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Kelly Bedard is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and having two years of industry experience. Prior to joining Vanguard, Kelly worked at Blacksburg Country Club and Randstad, among other roles. Vanguard Advisers provides automated and human-supported investment advice through Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach incorporating proprietary models and largely Vanguard funds and ETFs.

Nickolas Asch is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 credentials and two years of industry experience. He has worked with Vanguard entities since 2023 and has prior experience at Lowes Home Improvement and in education. Outside of his advisory role, he provides pet sitting services through a contracting arrangement. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and retirement plan participants, employing a goal-based, algorithm-driven approach that utilizes Vanguard funds and ETFs. The firm is notable for its large scale, digital delivery platform, and range of customizable investment solutions.

Brooklyn Mitchell is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 designations with one year of industry experience. Prior to this role, Mitchell held positions at several firms including Motorola Solutions, Marcus & Millichap, and Sands Investment Group. Outside of advisory work, Mitchell has involvement with Legacy Property Management, LLC. Vanguard Advisers delivers automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models and largely Vanguard funds and ETFs to tailor personalized portfolios.

Kelly Zack is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. She has been with The Vanguard Group since 2006. 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 to portfolio construction, primarily employing Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisory teams.

Misty Calderon is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at TIAA-CREF, Truist Advisory Services, Wells Fargo Advisors, and BB&T Securities. In addition to her advisory work, she owns Calderon Consulting Group LLC, where she provides grant writing services for non-profit organizations. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach, constructing portfolios primarily from Vanguard funds and ETFs and offering a range of customization options.

Djibril Diallo is a financial advisor at Wells Fargo Clearing with securities registrations including Series 63, Series 65, and Series 66. He has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2025. Prior to this, he held various roles including at The UPS Store and NorthStone Masonry. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Austin George is a Financial Advisor with Merrill Lynch Wealth Management, where he has been registered since 2020. He focuses on personalized wealth management, retirement planning, and investment strategies tailored to meet the unique needs of his clients. Austin works to help clients achieve their financial goals through comprehensive services including education planning, legacy planning, liquidity management, managing new wealth, philanthropic planning, portfolio management, and both individual and corporate investment strategies. Austin grew up in the Charlotte area and attended Lake Norman High School. He graduated from the College of Charleston on a baseball scholarship, earning a bachelor's degree. He holds professional designations as a Personal Investment Advisor (PIA) and as a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional work, Austin enjoys watching sports, fishing, and boating.

Asif Akand is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Royal Bank of Canada, and Bank of Nova Scotia. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to guide investment recommendations.

Ryan Miller is a CFP® with 17 years of industry experience, currently serving at Vanguard Advisers since 2013. He also holds roles within Vanguard Marketing Corporation and The Vanguard Group, Inc. Miller acts as a trustee on a family member's trust. 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 investment approach with portfolios constructed mainly from Vanguard funds and ETFs.

Steven Edwards is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Vanguard Advisers since 2019 and prior experience at Morgan Stanley and Mountain High Outfitters. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary models to construct portfolios primarily from Vanguard funds and ETFs, incorporating tax-aware features and customization options.

Elizabeth Heiligenthaler is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms including Securities America, Inc., DHFS Wealth Management, Investacorp, and First Allied Securities, Inc. She is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of advisors. The firm offers comprehensive financial planning, various advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches and a range of research and portfolio management strategies.

Richard Padow is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 66 and Series 63 licenses and has 26 years of industry experience. His prior roles include 23 years with TIAA-Cref Individual & Institutional Services and two years at Alight, Inc. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach, constructing portfolios largely from Vanguard funds and ETFs with tax-aware features and customization options.

Ryan Kasakove is a financial advisor at Vanguard Advisers with three years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services before joining Vanguard in 2025. His background also includes various non-financial roles such as working at DSN Basketball Camp and Country Roads Day Camp. 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 approach using proprietary models and primarily invests in Vanguard funds and ETFs, offering several customization options and managing a large client base through a digital platform supported by over 2,200 advisors.

Dionne Mcbride is a financial advisor at Vanguard Advisers with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Vanguard Advisers since 2015, as well as with related Vanguard entities since 2004. 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 to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital delivery platform and team servicing model.

Andrew Walter is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and SSN Advisory, Inc. Walter is also involved in the independent sale and servicing of fixed life insurance and fixed annuity contracts. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisors. The firm offers a range of integrated brokerage and advisory services with a portfolio construction approach that includes various asset classes and both discretionary and non-discretionary management options.