Samitha Kukkillaya is a financial advisor at Vanguard Advisers with two years of industry experience. She holds the Series 66 and Series 63 licenses and has worked with Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2025. Prior to her current role, she was employed at TIAA and has diverse experience including self-employment and work outside the financial sector. 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 utilizes a goal-based, algorithm-driven approach, constructing portfolios mainly from Vanguard funds and ETFs with various tax-aware and customization features.

Sm Omi is a financial advisor at Vanguard Advisers with five years of industry experience. They hold Series 63 and Series 66 designations and have worked at several Vanguard affiliates since 2021, including Vanguard Marketing Corporation and The Vanguard Group, Inc. Prior to that, Sm held roles at Bank Asia Ltd, Pennsylvania State University, and Scholastica School Pvt Ltd. Vanguard Advisers provides both 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 create personalized portfolios primarily composed of Vanguard funds and ETFs, emphasizing scalability and digital delivery across a broad client base.

Donal Barrett is a financial advisor with Wells Fargo Clearing who holds Series 63, Series 65, and Series 66 designations and has 16 years of industry experience. Prior to joining Wells Fargo in 2025, he spent ten years at The Vanguard Group. Outside of his advisory work, he assists wheelchair-bound passengers at the airport as a Passenger Service Assistant. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Steven Firenze is a financial advisor at Wells Fargo Clearing in Charlotte, NC, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following a brief tenure at Wachovia Securities, Inc. Outside of his advisory role, he serves as a trustee and holds power of attorney for his mother's trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and portfolio management principles.

Angelo Patterson is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. He has worked with various Vanguard entities since 2021 and previously held positions in healthcare and financial services. Vanguard Advisers delivers 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 constructs portfolios mainly from Vanguard funds and ETFs, offering a range of customization options.

Brooke Wirtheim is a financial advisor at Vanguard Advisers with one year of industry experience. She holds a Series 66 designation and has worked at various Vanguard entities since 2025. Prior to her advisory role, her background includes positions at H&R Block, Eaton Corporation, and Inspire Wealth Management and Consulting. Vanguard Advisers delivers 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 incorporates proprietary models and a broad selection of Vanguard funds and ETFs. The firm manages a large client base through a digital platform supported by a team of more than 2,200 advisors.

Michael Rothstein is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63, 65, and 66 licenses and 18 years of industry experience. His prior roles include positions at Truist Advisory Services and J.P. Morgan Securities. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, offering a goal-based, algorithm-driven investment approach using proprietary models and largely Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team servicing model.

Donald Feagans is a CFP® professional with over 21 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. He has been with Vanguard since 2004, including roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., and has additional work experience at Amazon. 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 to set personalized asset allocations, with portfolios built mainly from Vanguard funds and ETFs and offering a range of customization options.

Andre Pitts is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at The Vanguard Group and LPL Financial. Outside of his advisory work, Pitts operates as a notary public and works as an independent Uber and Lyft driver. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm leverages third-party asset managers and a variety of advisory models to tailor investment solutions.

Laura Wetzel is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with The Vanguard Group since 2006. Outside of her advisory role, she is listed as a custodian for a UTMA account for her daughter. 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 uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and emphasizing digital delivery at scale.

Ronald Wolfarth Jr. is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2023, he worked at Service Electric and Control from 2009 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of various net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a nationwide network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

Robert Frey is a CFP®-certified financial advisor with 10 years of industry experience, currently with Vanguard Advisers. He has held multiple roles at The Vanguard Group, Inc. since 2015 and also worked at Facet and Queens University of Charlotte. Vanguard Advisers delivers 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 primarily composed of Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing a large client base with over 2,200 advisors.

Tyler Torcasso is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., alongside earlier positions in fitness and club environments. 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 set personalized asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor teams.

Irene Chandler is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including SunTrust Securities and SunTrust Advisory Services. Outside of her advisory work, she owns a small business sewing baby quilts and is a floral designer for Heirloom Floral. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad non-advisory financial services platform.

Janaia Clifford is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and four years of industry experience. Her work history includes roles at Us Tech Solutions, Fyzical Therapy and Balance Centers, and Victoria's Secret. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

John Taylor is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at The Vanguard Group, Robinhood Financial, J.P. Morgan, and BMO Harris. 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 through more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Eugene Allen is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at multiple firms including Apple, Inc. and Enterprise Holdings. Outside of his advisory role, he is involved in the retail and service industry through a position at Legion Brewing in Charlotte, NC. 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 utilizing proprietary methodologies and Vanguard funds, serving hundreds of thousands of clients through a large-scale digital platform with over 2,200 advisors.

Adam Delisle is a financial advisor at Vanguard Advisers in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience and previously worked at Walsh & Associates, LLC. His background includes roles in education at several Florida schools. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, featuring portfolios built from Vanguard funds and ETFs with options for tax-aware strategies and customization.

Stacy Ann Spencer is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at LPL Financial, VendorPass, and MassMutual Investors Services. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, using a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital delivery and advisor support.

Nicole Wiggins is a financial advisor at LPL Enterprise with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including TradeStation Securities, Ally Invest Securities, and Fidelity Investments. Outside of her advisory role, she is an independent licensed insurance agent specializing in Medicare and life insurance products for family and close friends. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, and offers financial planning, access to asset managers, and participation in wrap programs.