Adam Finke is a Series 66-licensed financial advisor with Vanguard Advisers, based in Charlotte, NC, with four years of industry experience. His prior roles include positions at Freedom Boat Club and various educational and training organizations. 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.

Alexandra Thompson is a financial advisor at Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation with 20 years of industry experience. She has been with Wells Fargo Advisors since 2018 and previously worked at Wells Fargo Clearing from 2016 to 2018. Outside of her advisory role, Alexandra serves as head of operations and a yoga instructor at RE-INVENT FITNESS in Matthews, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored financial planning using proprietary research and tools, with services spanning cash-flow, retirement, education, risk, wealth-transfer, and specialized planning areas.

Lakeith Bradford is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles at New York Life Insurance Company and NYLife Securities, along with prior experience at Comcast Cable. He serves as a board member of Phi Beta Sigma Fraternity, Inc., where he facilitates monthly chapter meetings and supports fraternity growth and community service. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach. The firm manages a large client base through its digital platform and offers customized portfolios constructed primarily from Vanguard funds and ETFs.

Taylor Lassiter is a Series 66-licensed financial advisor with six years of industry experience, currently serving at Vanguard Advisers. His career includes roles at Merrill Lynch, Bank of America, and JPMorgan Chase, among others. 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 and manages a large client base with a blend of automated platforms and advisory teams.

Anna Nifong is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds a Series 66 designation and has worked previously with firms including LPL Financial and Independent Advisor Alliance. Outside of her advisory role, she is involved in administrative and investment-related activities with Focus Wealth Planning. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services across multiple platforms. The firm manages a multi-billion dollar asset base and provides access to proprietary model strategies as well as unaffiliated third-party advisors.

Eli Norden is a financial advisor at Vanguard Advisers with Series 65 and Series 66 credentials and three years of industry experience. He has held roles at multiple Vanguard entities since 2026 and previously worked at Corient Services LLC and Marathon Petroleum Corporation. Outside of his advisory work, Norden is involved with Norden Properties LLC. Vanguard Advisers serves retail investors and 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 using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, with various tax-aware and customization features.

Edwin Santiago Guerra is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining Vanguard in 2020, he briefly worked at Wells-Fargo and has experience in event management and customer service. Outside of finance, he has worked as a server at Pancho Villas Mexican Restaurant and Bar since 2008. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that incorporates Vanguard funds and ETFs with customization options for tax efficiency and ESG preferences. The firm manages a large client base through a combination of digital platforms and advisory teams.

Talley Kelsey is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. Kelsey has been with Vanguard and its affiliates since 2018. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to create personalized portfolios primarily composed of Vanguard funds and ETFs.

David Curtis is a CFP® with 18 years of experience in the financial industry, currently serving at Vanguard Advisers since 2008. He is based in Charlotte, NC and holds a Series 63 designation. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach to asset allocation, primarily using Vanguard funds and ETFs, supported by a large team of over 2,200 advisors managing hundreds of thousands of client relationships.

Abigail Bremel is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Her prior work includes roles at UBS Financial Services and the Institute for Futures. Vanguard Advisers offers 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 investment approach is goal-based and algorithm-driven, utilizing proprietary models and primarily Vanguard funds and ETFs to construct personalized portfolios.

Wylonda Surles is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and five years of industry experience. Her work history includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as prior experience with Occidental Life and self-employment. Vanguard Advisers delivers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing Vanguard funds and ETFs with tax-aware features and a range of customization options.

L'shauna Whitaker is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to joining Vanguard, she worked at LPL Financial LLC and held positions in public service and healthcare. 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, offering portfolios largely composed of Vanguard funds and ETFs with various customization options.

Ashley Metcalfe is a CFP® and holds a Series 63 license, currently serving as an advisor at Vanguard Advisers with 13 years of industry experience. She has been with Vanguard in various capacities since 2013, including roles at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. Ashley is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach to portfolio construction, using proprietary models and largely Vanguard funds and ETFs, with services delivered at scale through a combination of digital platforms and advisory teams.

Hanna Bertrand is a financial advisor at Vanguard Advisers with a Series 66 designation and three years of industry experience. She has worked at Vanguard Advisers and related Vanguard entities since 2026 and previously spent five years at Plotkin Financial Advisors and Independent Financial Group, LLC. 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 with proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Kaitlin Stacey is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at PNC Investments and has been with Vanguard since 2026. Outside of her advisory role, she has worked as a server and bartender at Warehouse 18 Venues. 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 managing a large client base through a combination of digital delivery and advisor support.

Lakisha Allen is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Merrill. 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 operates on a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management, providing both brokerage and advisory solutions.

Kevin Stahler is a CFP® with 16 years of industry experience, currently serving at Vanguard Advisers since 2025. He has been associated with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2010. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that emphasizes personalized asset allocation and a broad range of customization options.

Jeremy Mitchell is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to joining Vanguard in 2021, he worked at BBVA-affiliated firms from 2019 to 2021 and at TIAA from 2014 to 2019. Vanguard Advisers provides 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 employs a goal-based, algorithm-driven investment approach and manages portfolios largely composed of Vanguard funds and ETFs.

Ashton Dufresne is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked in various roles including involvement with Mason Jar Matthews LLC, an Irish public house. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Andrew Patrick 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 OSI Americas, YouGov, and Tom James, among others. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, focusing on retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and manages a large client base with a digital platform complemented by a team servicing model.