Mark Jones is a CFP® professional with 14 years of industry experience. He is currently with Vanguard Advisers, where he has worked since 2019. His prior experience includes roles at Morgan Stanley and Merrill. 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 investment approach and primarily invests in Vanguard funds and ETFs, serving a large client base through a high client-to-advisor ratio model.

Brian Hill is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of advisory approaches with technological tools and oversight of over $819 billion in discretionary assets.

Daniel Boehm is a financial advisor with LPL Financial in Concord, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Edward Jones for 15 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Lowry serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this capacity, he provides financial advice and guidance to clients, focusing on managing individual wealth and retirement benefits. He holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC), reflecting his expertise in retirement planning and fiduciary responsibilities. James Lowry earned a Bachelor's Degree from Saint Thomas Aquinas College.

Amanda Whitlock is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019, following prior roles at Edward Jones and public schools in North Carolina. Outside of finance, she coaches kids' jiu jitsu classes at Metrolina Martial Arts. 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 operates at scale, managing approximately $671 billion in assets and offering both brokerage and advisory solutions.

James Benson is a CFP® with 17 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has worked with The Vanguard Group and Vanguard Marketing Corporation since 2018 and previously spent 19 years at Plaza Park Bank. Outside of his advisory role, Benson is the owner and CEO of Benbrook Imports, Inc., an importing business specializing in wine. 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 asset allocations, managing a large client base through a combination of digital platforms and advisor support.

Amy Crosby is a financial advisor at Vanguard Advisers with 25 years of industry experience. She has been with The Vanguard Group, Inc. since 2002. She holds Series 63 and Series 66 designations. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios largely composed of Vanguard funds and ETFs, with various customization and tax-aware features.

Antonio Maya is a financial advisor at Vanguard Advisers with one year of industry experience. He holds the Series 66 designation. Prior to joining Vanguard Advisers, he has been involved in various roles including positions at Vanguard Marketing Corporation, The Vanguard Group, and entrepreneurial work with Ke-uH Restaurant/Fundador LLC. 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 to portfolio construction, primarily using Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor teams.

Samuel Fulbright is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Vanguard entities since 2021, following earlier roles at On24, the University of North Carolina, Harris Teeter, and Lake Norman Charter High School. Vanguard Advisers serves retail investors and eligible employer-sponsored retirement plan participants through both automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models and primarily invests in Vanguard funds and ETFs, offering customization options and tax-aware features.

Tyler Ervin is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has held various roles including work at The University of North Carolina at Charlotte and several service-related positions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Dana Horton is a financial advisor with Merrill in Huntersville, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, Horton is a member of a family-owned real estate LLC and serves as a notary public, providing document notarization services as needed. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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, and institutional investors.

Warren Chapman is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at Merrill since 2024 and previously held positions at Bethune Cookman University, Bank of America, and the Town of Cornelius staff. Merrill 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.

Benjamin Bellury is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones in 2020, he worked at TIAA and TIAA-CREF from 2005 to 2018. Outside of his advisory role, he is a partner in IEnate, LLC, a coaching and consulting business based in Charlotte, NC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,000 financial advisors.

Christopher Sconzo is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Vanguard-related entities since 2012 and is the owner of Family Dough, a restaurant in Mint Hill, NC. 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 mainly composed of Vanguard funds and ETFs. The firm serves a large client base through its digital delivery and team servicing model.

Richard Drew is a financial advisor at Vanguard Advisers with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Vanguard Advisers, he worked at firms including SEDNA Wealth Management, Wells Fargo Distributor, and Summit Financial. Outside of his advisory role, he is the founder and managing member of TenTen Capital, LLC, which provides real estate consulting and educational services, and he offers personal financial counseling to military service members through Magellan Federal. Vanguard Advisers delivers automated and human-supported investment advice primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to construct portfolios largely from Vanguard funds and ETFs, emphasizing scale and digital delivery with a substantial advisor team supporting a large client base.

Hannah Mitchell is a Financial Consultant with extensive experience in financial planning and investment services. She has held multiple roles at Fidelity Investments, including Planning Consultant, Relationship Manager, and Financial Representative between 2023 and 2025. Prior to this, she worked in European acquisitions at Medical Properties Trust and held positions in quality, risk, and security at Deloitte Luxembourg, as well as an internship in global liquidity and cash management at HSBC. With over five years of experience and having lived and worked internationally, Hannah has developed a thorough understanding of financial planning concepts. She emphasizes the importance of personalized financial plans tailored to each client's unique story and aims to build trustworthy and long-lasting relationships. Outside of her professional work, Hannah is involved in family activities, parenthood, tennis, theater, traveling, and volunteering.

Joshua Miller is a financial advisor at Vanguard Advisers with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Members Trust Company, SeCU Life Insurance Company, Credit Union Investment Services, SeCU Brokerage Services, and State Employees Credit Union. He has been with The Vanguard Group since 2022. 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 with personalized asset allocations largely invested in Vanguard funds and ETFs, supporting a high client-to-advisor ratio through its digital platform and team servicing model.

Peter Livingston is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. He has been with LPL Financial since 1997. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Scott Tinsley is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Vanguard Advisers since 2019 and has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 2007. His other business activities include serving as a fiduciary in several family-related roles. 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 set personalized asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor teams.

Joshua Brumbach is a financial advisor with Vanguard Advisers, holding a Series 66 designation and two years of industry experience. His background includes roles at Vanguard Marketing Corporation and The Vanguard Group, as well as positions at the University of Georgia and Cannon Financial Strategists, 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 approach using proprietary models, constructing portfolios largely from Vanguard funds and ETFs with various customization options.