David Wilson is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with Vanguard since 2012 in various roles and has operated Words of Wilson, LLC as a writer since 2020. Outside of advising, he is involved in writing through his own business. 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 with personalized asset allocations, managing a large client base through its digital platform and team servicing model.

Christopher Coffman is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 66 designations and has 10 years of industry experience, all with The Vanguard Group since 2016. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Randolph Roark is a CFP® with 22 years of industry experience and has been with Vanguard Advisers since 2011. He also holds experience with Vanguard Marketing Corporation and The Vanguard Group, Inc., where he has worked since 2004. Vanguard Advisers provides automated and human-supported investment advice through 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 using a combination of proprietary technology and team servicing.

Steven Clarke is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has worked at Vanguard and its related entities since 2015, with prior experience at TIAA-CREF Individual & Institutional Services and Edward Jones. Clarke 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 employs a goal-based, algorithm-driven investment approach and manages portfolios primarily using Vanguard funds and ETFs, supporting a high client-to-advisor ratio through its digital platform and team servicing model.

Sean Molloy is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 66 designations and has four years of industry experience. His prior work includes multiple roles at The Vanguard Group, Inc., as well as positions at Valet Living and College HUNKS Hauling Junk. 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 with portfolios primarily constructed from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and advisory team.

Samuel Sissine is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and National Life Group during his career. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to inform its investment approach.

Grover White IV is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016, with prior experience at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. He also serves as a trustee for his father's investment trust. 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 combines research from its investment institute and third parties, offering both brokerage and advisory solutions across a wide range of financial products.

Joshua Hollar is a financial advisor at Wells Fargo Clearing in Charlotte, NC, with 19 years of industry experience. He has held his current role since 2016. Outside of his advisory work, he holds a minority ownership interest in OUTSIDEIN ENTERTAINMENT LLC, a virtual reality video game company. 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 employs a research-driven approach and offers a broad range of brokerage and advisory solutions.

Karen Henry is a financial advisor at Vanguard Advisers with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at Vanguard-related entities since 2020, as well as at Bankers Life and Casualty Company from 2018 to 2020. Karen was previously involved with Nevergreen Farm LLC from 2015 to 2018. 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 uses a goal-based, algorithm-driven investment approach primarily featuring Vanguard funds and ETFs, with a focus on scalability and digital delivery.

Chase Miller is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Vanguard Advisers since 2019 and is also employed by The Vanguard Group, Inc. and Vanguard Marketing Corporation. 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 that incorporates proprietary methodologies and largely Vanguard funds and ETFs. The firm manages a high volume of client relationships through its digital platform and team servicing model.

James Claxton is a Certified Financial Planner (CFP®) with 18 years of industry experience. He has been with Vanguard Advisers since 2019 and holds concurrent roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2011. 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. The firm manages a large client base primarily through its digital platform and team servicing model, offering diversified portfolios constructed mainly from Vanguard funds and ETFs.

Zachery Wyatt is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 backed by research from the Wells Fargo Investment Institute and third-party sources.

Alyson Dunnery is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and 27 years of industry experience. She has been with Vanguard Advisers since 2019 and has worked with The Vanguard Group and Vanguard Marketing Corporation since 1997. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, focusing on retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, constructing portfolios primarily from Vanguard funds and ETFs with tax-aware features and customization options.

Matthew Kingsley is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. In addition to his role at Vanguard, he is the owner of Kingsley & Family Construction, LLC, a construction business. 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 with proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Jamin Watson is a CFP®-credentialed financial advisor at Vanguard Advisers with 19 years of industry experience. He previously worked at TIAA for 20 years before joining Vanguard in 2025. Vanguard Advisers delivers a combination of 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 investment approach featuring proprietary asset allocation models and portfolios mainly composed of Vanguard funds and ETFs.

Andrew Tamburro is a CFP® with 14 years of experience in the financial industry, currently serving as an advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 2012. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s goal-based, algorithm-driven approach utilizes proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

William Rowland is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Vanguard Advisers and has held roles at The Vanguard Group and Vanguard Marketing Corporation since 2008. Outside of his financial advisory work, he owns and operates Event Sourcing Carolinas, a ticket resale business. 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 Vanguard funds and ETFs, offering personalized asset allocations and tax-aware features at a large scale with over 2,200 advisors.

Joseph Timmons is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations. He has six years of industry experience, including roles at Vanguard Marketing Corporation, The Vanguard Group, and First Bank. Vanguard Advisers offers both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s goal-based, algorithm-driven approach uses proprietary models to create personalized asset allocations, with portfolios mainly composed of Vanguard funds and ETFs and a range of tax-aware and customization features.

John Tamburrino is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and nine years of industry experience. He has been with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2017 and is also the owner of The Overflow Co. CLT, LLC. Prior to his current roles, he held positions at Jacksonville Golf & Country Club and Starbucks. 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 using proprietary models and primarily constructs portfolios from Vanguard funds and ETFs.

Douglas Greenberg is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at TIAA-CREF Individual & Institutional Services, Ameriprise, Alphastar Capital Management, and Wells Fargo & Company. 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 and manages large-scale client relationships through a combination of digital platforms and advisor teams.