Justin Foxx is a financial advisor at Vanguard Advisers based in Charlotte, NC. He holds a Series 66 designation and has been in the industry since 2024, with prior experience at LPL Financial Services and Bank of America. 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 approach with portfolios primarily constructed from Vanguard funds and ETFs, offering tax-aware features and a range of customization options.

Chris Angelino is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over thirty years of experience in financial services. He leads the Angelino & Associates team, which offers a comprehensive platform of financial services designed to meet the needs of clients ranging from corporate executives to physicians and affluent families. The team's approach includes regular, proactive communication, quarterly portfolio reviews, and annual financial strategy sessions to provide a comprehensive understanding of clients' financial affairs and anticipate their future needs. Chris specializes in assisting physicians and their families by integrating their personal and professional finances efficiently. Key services offered to physicians include asset preservation, investment risk reduction, fiduciary services for qualified retirement plans, and advanced retirement plan design to maximize tax-efficient investing. His areas of expertise also cover education planning, executive compensation, family wealth management strategies, defined benefit plans, retirement income, philanthropic planning, socially responsible investing, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Chris earned a Bachelor's Degree from Indiana University and completed his high school education at Dulaney Sr High. Outside of work, he enjoys adventure sports, biking, boating, camping, hiking, scuba diving, spending time with family, traveling, and yoga.

Aliya Washington is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. Her prior experience includes roles at The Vanguard Group and LPL Financial. Washington is based in Charlotte, NC. Vanguard Advisers offers automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach, employing proprietary models to create personalized asset allocations primarily using Vanguard funds and ETFs.

Malin Ryan is a financial advisor at Wells Fargo Clearing with one year of industry experience and holds a Series 63 designation. Prior to joining Wells Fargo Clearing, Ryan has held roles at US Tech Solutions Inc and Tropical Grille. Outside of finance, Ryan provides pet care services through Rover. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines proprietary research with external analytics to support its investment approach.

Matthew Hawes is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63, Series 65, and Series 66 credentials and with 27 years of industry experience. He has been with Vanguard Advisers since 2019 and has worked with various entities within The Vanguard Group since 2015. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily constructs portfolios from Vanguard funds and ETFs.

Erin Gomez is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2019. She has been affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2013. Vanguard Advisers offers 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 investment approach and manages portfolios largely composed of Vanguard funds and ETFs.

Brady Leatherman is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Ted Lanes Inc. and Golf Galaxy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Kyle Lambeth is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He is based in Davidson, NC, and serves as a firefighter for the Town of Davidson in addition to his advisory role. Lambeth has been involved with the North Mecklenburg Rescue Squad since 2005. 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 employs extensive research and analytics in its investment approach and operates at a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management.

Sheila Dobbins is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 25 years of industry experience. She has been with Wells Fargo since 2016. Outside of her advisory role, she has a minority ownership interest in a business related to auto sales. Wells Fargo Advisors provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party analytics and offers a range of financial products through affiliated bank and insurance entities.

Alyson Kennedy is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2014. Her career includes roles at Winter Past and longstanding positions with The Vanguard Group, Inc. and Vanguard Marketing Corporation. 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 portfolios mainly composed of Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through digital delivery and team servicing.

John Digiovanna is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has additional experience with Wells Fargo Bank and Harris Teeter. Outside of finance, he owns and operates a personal training business in Harrisburg, NC. 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 leverages research and analytics to offer diversified investment solutions and operates on a large scale with over 14,000 financial advisors and roughly $671 billion in assets under management.

Travis Mull is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent a year at Bank of America. He serves as treasurer for the Morganton Downtown Development Association. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Daniel Brown is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, where he has worked since 2022. In this role, he helps clients understand complex strategies, financial topics, and tools to support their financial goals. His professional experience includes positions as a Financial Advisor at The Vanguard Group from 2020 to 2021, a Client Relationship Consultant at TIAA from 2018 to 2020, a Senior Financial Consultant at TIAA from 2016 to 2018, and a High Net Worth Investment Consultant at The Vanguard Group from 2008 to 2016.

Matthew Marie is a CFP® with 21 years of experience in the financial services industry. He has been with The Vanguard Group, Inc. since 2005 and is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, using proprietary models to personalize asset allocations with a range of customization options.

Daryl Norman is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wachovia Securities, Inc. in 2002. Outside of his advisory role, he serves as a power of attorney for his mother. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Jessica Williams is a financial advisor with Vanguard Advisers based in Charlotte, NC. She holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Vanguard Advisers, she worked in various roles including positions at The Vanguard Group, Inc. and Vanguard Marketing Corporation, as well as experience outside the financial industry at a cleaning company. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach that incorporates proprietary models to set personalized asset allocations, managing large-scale client relationships through its digital platform and extensive advisor team.

Gianmarco Giannini is a financial advisor with Vanguard Advisers, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at Snowball Innovation Advisory, Lynden Incorporated, and MODE Growth Partners, as well as positions related to educational institutions such as the University of Washington. 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, utilizing proprietary models to personalize asset allocations and offers a range of customization options along with broad access to Vanguard funds and ETFs.

Patricia Schiffour is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked extensively within Wells Fargo entities and LOC Investment Advisers, accumulating a diverse background in financial services since 2004. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad offering of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and tools, with a focus on a wide range of planning areas including retirement, education, risk, and specialized niche services.

Comischell Bradley Rodriguez is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Vanguard in 2021, Rodriguez worked at New York Life Insurance Company and CUSO Financial Services. Rodriguez is the president and founder of the Kaleidoscope Institute, a nonprofit organization focused on leadership, education, marketing, and event planning. 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 with Vanguard funds and ETFs.

Errol Mccoy is a financial advisor at Vanguard Advisers with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at The Vanguard Group, Inc. since 2016, following a period of self-employment from 2013 to 2020. Vanguard Advisers provides automated and human-supported investment advice through services like Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and offers a range of customizable portfolio options constructed mostly from Vanguard funds and ETFs.