Meagan Scarlette is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Her career includes roles at Wells Fargo Clearing, Us Tech Solutions, The Vanguard Group, Momentum Realty, and Galavantier. 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 approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dave Edwards Jr. is a financial advisor with Raymond James Financial with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Raymond James Financial Services Advisors Inc. since 2017, following six years at Wells Fargo Advisors. He serves as a successor trustee for Koppenhofer. 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 delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Noah Horn is a financial advisor at Edward Jones in Belmont, NC, holding a Series 66 designation with approximately four years of industry experience. Prior to joining Edward Jones in 2026, he worked at Olly Olly and has held various roles connected to education and community organizations. He has been involved with Freedom School Partners and Mecklenburg Community Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and provides a range of investment strategies and affiliated services through a large network of advisors and branch offices nationwide.

Christopher Gaffney is a financial advisor at Vanguard Advisers with six years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Vanguard Advisers, he worked at NYLife Securities, LLC and New York Life Insurance Company. 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 investment approach primarily using Vanguard funds and ETFs, and manages a high volume of client relationships through a digital platform supported by a large team of advisors.

Gary Phillips is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, Inc., and 131 Main. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily Vanguard funds and ETFs, supporting a high client-to-advisor ratio through its scale and digital delivery platform.

Logan Murphy is a financial advisor at Vanguard Advisers with 10 years of industry experience and a Series 66 designation. He previously worked at Capital Client Group, Inc. for nine years before joining Vanguard in 2026. 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 and offers portfolios constructed mainly from Vanguard funds and ETFs with various customization options.

William Gary is a CFP® professional with 43 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2019. Prior to joining Cambridge, he spent over four decades with Nationwide Insurance and its affiliates. He is also the owner of William K Gary & Associates Inc. and operates as an independent insurance agent with Holdenrid Insurance Group. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual, pension, and charitable organization clients. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Matthew Atkinson is a CFP® with 15 years of industry experience, currently serving at Vanguard Advisers. He has held roles at The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2011 and is also the owner of Adeline's Cup of Tea, LLC. His background includes over a decade at S.L. Nusbaum Realty Co. and involvement in private investment partnerships and fiduciary roles for family trusts. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach featuring proprietary glide-path methodologies and portfolios constructed largely from Vanguard funds and ETFs.

Frank Clemente is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds Series 63 and Series 65 designations and has 51 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at UBS Financial Services from 2001 to 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Lucas Zubrod is a CFP® with 27 years of industry experience, currently serving at Vanguard Advisers since 2009. He has also been affiliated with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2002. Zubrod serves as Treasurer and board member of Lake Wylie Lutheran Church, where he manages the church's financial operations. 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 proprietary models and portfolios built mainly from Vanguard funds and ETFs. The firm manages a large client base through a digital platform supported by over 2,200 advisors.

Katherine Coton is a CFP® professional with nine years of industry experience, all of which she has spent at Edward Jones since 2017. Prior to her financial advisory career, she worked in full-time education for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of financial advisors and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other specialized services.

Shawnette Pate is a financial advisor with Vanguard Advisers, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. She has worked at Vanguard since 2014 and is also involved in non-investment activities such as event staffing and food service roles in the Charlotte, NC area. Vanguard Advisers offers automated and human-supported investment advice primarily for 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, supported by a digital platform serving a large client base through a team servicing model.

Kathleen Benevento is a Series 66-licensed financial advisor with Edward Jones in Charlotte, NC, and has 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ethan Alessi is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at OneDigital Investment Advisors LLC since 2026. His background includes roles in hospitality and retail, including positions at Henry's on the Market and Wild Dunes Resort. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and retirement plan consulting. The firm employs a model-based investment approach with various portfolio management options and operates a complex affiliate network.

Austin Bell is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at The Vanguard Group since 2021 and previously held roles at LPL Financial and Investment Centers of America, Inc. He is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, using proprietary models to create personalized asset allocations primarily with Vanguard funds and ETFs.

Kevin Cline is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various divisions of Vanguard since 2022. Prior to joining Vanguard, he was affiliated with the Shanghai High School International Division from 2017 to 2022. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach and manages portfolios constructed mainly from Vanguard funds and ETFs.

Isaac Velez Gonzalez is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he has worked in various roles including at Green Valley Grill and the David Omari Social Media Academy LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions for both retail and institutional investors.

Sherry Snowden is a Series 66-licensed financial advisor at Vanguard Advisers with two years of industry experience. Prior to joining Vanguard, she worked at Charter Communications and Cox Communications. 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 personalized asset allocations, constructing portfolios mainly from Vanguard funds and ETFs, and serves a large client base through its digital platform and advisory team model.

Casey Brown is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 66 and Series 63 licenses and has been with Vanguard entities since 2021. 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 and constructs portfolios mostly from Vanguard funds and ETFs, combining scale with digital delivery.

Mahalo Blackburn is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, Blackburn’s background includes roles at P.F. Changs and academic positions at the University of British Columbia and Wake Forest University. Blackburn also worked with the U.S. Soccer Federation and a law firm, Teague, Rotenstreich, Stanaland, Fox and Holt, PLLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies. The firm’s approach combines investment research, third-party data, and algorithmic tools, and features restrictive enrollment criteria tied to asset levels and the firm’s product ecosystem.