Ryan Myles is a financial advisor with Vanguard Advisers, holding a Series 66 designation and based in Charlotte, NC. He has been with Vanguard Advisers and affiliated Vanguard entities since 2025. Outside of his advisory role, his background includes involvement with organizations such as Local On The Water and Crooked Floor Tavern. 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 using proprietary models to create personalized portfolios primarily made up of Vanguard funds and ETFs.

Cody Eggers is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Vanguard-affiliated firms since 2017 and previously worked at Wheeling Jesuit University from 2013 to 2017. 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 to construct portfolios primarily from Vanguard funds and ETFs, offering various customization options and managing a large client base through digital delivery and team servicing.

Katherine Nutt is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Her prior work includes roles at Southern Crown Partners LLC, Anheuser-Busch, and various educational and entrepreneurial positions. 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.

David Brown is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and with 30 years of industry experience. He has worked at Raymond James Financial Services since 1999 and Peoples Bank/Peoples Investment Services since 2015. Brown also serves on the Planning Board for the City of Conover, North Carolina, and acts as trustee and executor for his late father’s estate, including managing the sale of Wilkes Broadcasting Company, a family-owned radio station. 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 institutions. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools, and offers specialized programs such as SIMPLE IRA Employer Advisory and municipal advisory services.

James Burney is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2016. He holds the Series 66 designation and is based in Charlotte, NC. Burney’s career has been focused within The Vanguard Group, Inc. Vanguard Advisers delivers 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 investment approach, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform and team service model.

Nicholas Tracy is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and six years of industry experience. His previous roles include positions at Royal Alliance Associates, Goodwin Insurance Agency, and several financial firms dating back to 2017. He has been with Vanguard since 2021 across multiple affiliated entities. Vanguard Advisers provides both automated and human-supported investment advice, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, utilizing proprietary methodologies to create personalized portfolios mainly composed of Vanguard funds and ETFs.

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.

Amber Robinson is a financial advisor with Ameriprise in Huntersville, NC, holding CFP®, ChFC®, and Series 66 designations and bringing 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, she is a co-owner of RGAA, LLC, which supports her practice operations. Ameriprise serves individuals approaching or in retirement, primarily those with at least $1 million in net investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ryan Rubin is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He is based in Huntersville, NC, and holds a Series 66 license. Outside of his advisory role, Rubin is a part owner of an e-commerce business focused on wholesale product research and sales on Amazon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branches.

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.

Noah Allmaras is a CFP® professional with eight years of industry experience. He is currently with Edward Jones, where he has worked for four years. His prior roles include positions at E*TRADE Capital Management, E*TRADE Securities, The Vanguard Group, and PNC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee solutions, and operates under a fiduciary standard.

Douglas Jones is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has worked at Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing. Jones owns and operates Optio Wealth Management LLC, an independent practice based in Huntersville, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. Its offerings include a broad range of planning services, from retirement and education to specialized areas like business-owner transition and special-needs planning.

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.

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.

Rocky Ward is a financial advisor with Edward Jones in Mooresville, NC, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and is also a partner at Guru Products, LLC, a company that sells baseball software. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor network, comprehensive service offerings, and its fiduciary standard in providing advisory services.

Brandi Behlke is a financial advisor at Fidelity with nine years of industry experience. She holds the CFP® and Series 66 credentials and previously worked at Edward Jones and Blue Ridge HealthCare. Behlke serves on the boards of the Good Samaritan Clinic and Morganton Burke Crimestoppers, nonprofit organizations focused on community support and crime prevention. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Jean Rene Pelletier is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Wells Fargo Clearing Services LLC and Digital Intelligence Systems since 2021, as well as previous positions at The Home Depot and Pelma LLC. 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 more than 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.