Corey Hedges is a financial advisor at Osaic with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. and Axa Advisors, LLC. Outside of advising, he is involved in coaching youth and high school swimming in his local community. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of advisory and brokerage services with a model-based investment approach and supports multiple program types, including advisor-managed portfolios and third-party money manager solutions.

Richard Moll is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to develop personalized financial strategies tailored to their specific goals, including wealth building, retirement planning, and legacy creation. Richard's approach centers on understanding clients' priorities and providing ongoing guidance to navigate financial complexities. Richard holds a Bachelor's degree in Finance from the University of North Carolina at Charlotte and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His expertise covers areas such as college education planning, family wealth management, retirement income, and tax minimization. Outside of his professional work, Richard enjoys cooking, football, golfing, soccer, spending time with his family, and watching movies.

Jaret Tidwell is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2018. His prior experience includes roles at Creative Planning and TIAA-CREF. 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 portfolios constructed primarily from Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing hundreds of thousands of client relationships through a team servicing model.

Rodney Steve is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He previously worked at The Vanguard Group for 18 years and spent two years at Drexel University. Outside of his advisory role, he serves as a board member for Caterpillar Ministries, contributing to strategic planning and organizational governance. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexis Mchugh is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Vanguard Advisers, Alexis held roles within Vanguard Marketing Corporation and The Vanguard Group, Inc. She is based in Charlotte, NC. 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’s approach combines goal-based, algorithm-driven asset allocation with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Thomas Sandry is a CFP® with 10 years of industry experience and has been with Vanguard Advisers since 2020. He has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2016 and previously spent a year at Edward Jones. Outside of finance, he was involved with Show Pros Entertainment from 2016 to 2018. 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 to portfolio construction, predominantly employing Vanguard funds and ETFs, with a variety of tax-aware and customization features.

Hannah Vann is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. She has held roles at Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation since 2026. Prior to joining Vanguard, her work experience includes positions at RSM US, LLP, Afni, Inc., and various non-financial roles. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach incorporating proprietary glide-path methodology and the Vanguard Capital Markets Model, with portfolios built mainly from Vanguard funds and ETFs.

Karl Curry is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Aon Hewitt Financial Advisors and Talentbridge prior to his current role. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of investment adviser representatives and utilizes third-party asset managers and advisory programs.

Gary Samuelson is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs, while maintaining separate planning and investment services.

James Lange is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he worked at City Market, Park Place Technologies, Vail Resorts, and held various positions in academic settings. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and constructs portfolios primarily from Vanguard funds and ETFs, offering a range of tax-aware and customization features.

Thomas Harding is a Series 66 licensed financial advisor at Edward Jones with five years of industry experience. He has been with Edward Jones since 2020 and previously worked at Otsuka America Pharmaceutical, Inc. from 2010 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Logan Blough is a financial advisor at Vanguard Advisers with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Vanguard Advisers since 2014. His work history also includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. 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 methodologies and constructs portfolios largely from Vanguard funds and ETFs.

Brett Couch is a CFP® with 13 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has worked at THE Vanguard Group, Inc. since 2013 and manages Perry's Market, a retail grocery store in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm combines a goal-based, algorithm-driven approach with Vanguard funds and ETFs to deliver personalized asset allocations and portfolio customization.

Troy Jones is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Wells Fargo Bank, N.A. since 2011 and Edward Jones from 2009 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Nicolae Porancea is a CFP® credentialed financial advisor with 14 years of industry experience, currently working at Vanguard Advisers since 2013. He is based in Charlotte, NC, and holds a Series 63 license. 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, utilizing proprietary methodologies and primarily Vanguard funds and ETFs to construct personalized portfolios.

Joseph Reyes is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Vanguard Advisers, he worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. Reyes has also been involved with Reyes Enterprise Inc. and TF Yachts. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and offers a range of customizable portfolios primarily constructed from Vanguard funds and ETFs.

Danna Nealon is a CFP® professional with nine years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors. She previously worked at Bank of America and Merrill from 2016 to 2018. Outside of her advisory role, Nealon serves as treasurer for the Preston at the Lake Homeowners Association in Cornelius, NC, where she maintains bookkeeping. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Samuel Patterson is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Vanguard Advisers, he worked at Patriot Investment Management Group Inc and has been affiliated with multiple Vanguard entities since 2023. 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 portfolios primarily composed of Vanguard funds and ETFs, offering customization options and tax-aware features.

Nestor Mendez is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Wells Fargo Bank NA since 2007 and Wells Fargo Clearing since 2016. Outside of his advisory role, he owns and operates a painting and cleaning business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics.

Logan Shuping is a CFP® professional affiliated with Vanguard Advisers, bringing five years of industry experience. His background includes roles at The Vanguard Group, Inc., Vanguard Marketing Corporation, and Equitable Advisors, LLC. Outside of advisory work, he was involved with Warrior Golf Club, LLC for three years. Vanguard Advisers offers both 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 with portfolios primarily constructed from Vanguard funds and ETFs, supporting customization options and tax-aware features.