Andrew Flaskerud is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2014 to 2016. Outside of finance, he owns and operates a furniture-building business. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, providing investment services to a broad client base.

Hector Lopez is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with various Wells Fargo entities since 2010. Outside of his advisory role, he creates video content for entertainment on YouTube and Rumble. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Adam Finke is a financial advisor at Vanguard Advisers with four years of industry experience. He holds a Series 66 designation and has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2022. Prior to that, he held roles at Freedom Boat Club, Purdue University, and various other organizations. Vanguard Advisers offers automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, and it manages a large client base through a combination of digital delivery and advisory teams.

Johann Eissler is a financial advisor with Merrill in Charlotte, NC, holding Series 66 and Series 63 designations and having one year of industry experience. His prior roles include positions at Ameriprise and Consolidated Planning Inc. He has also been involved with community organizations such as the YMCA and the Church of Jesus Christ of Latter Day Saints. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alexandra Thompson is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She has held various roles within Wells Fargo entities since 2009. Outside of her financial career, she serves as a yoga instructor and head of operations at Re-Invent Fitness in Matthews, NC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products through a network of over 4,000 advisors.

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 with Cambridge Investment Research Advisors and holds a Series 66 designation. She has three years of industry experience and previously worked with firms including LPL Financial and Independent Advisor Alliance. Outside of her advisory roles, she is involved in administrative and investment-related activities with Focus Wealth Planning and Cambridge Investment Research Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals and provides a range of portfolio management options and model-based solutions tailored to client objectives.

Edwin Santiago Guerra is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining Vanguard in 2020, he worked at Wells Fargo and has additional experience in event management and customer service roles. Outside of the financial industry, Guerra has been involved with Pancho Villas Mexican Restaurant and Bar as a server since 2008. 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 create personalized portfolios mainly composed of Vanguard funds and ETFs.

Talley Kelsey is a CFP®-credentialed financial advisor with seven years of industry experience, currently with Vanguard Advisers in Charlotte, NC. Kelsey has been with The Vanguard Group since 2018. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach uses a goal-based, algorithm-driven methodology 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.

Dennis Lehman is a CFP® with 36 years of experience in financial advising. He has been with OSAIC since 1991 and previously worked for Financial Planners of Cleveland, Inc. He is also the owner of Heritage Financial Planners, a separate firm involved in security sales, and is licensed to sell life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services from financial planning and retirement consulting to access to third-party money managers and managed account solutions.

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® with 12 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2023. She has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 2013. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital delivery and an extensive advisor team.

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, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, acting as an ERISA fiduciary and providing discretionary investment options tailored to plan objectives and risk tolerances.

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.