Stephanie Hartman is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and 12 years of industry experience. She has been with The Vanguard Group since 2014. Outside of her advisory role, she serves as a yoga instructor at the Gaston County Family YMCA. 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 construct portfolios mainly composed of Vanguard funds and ETFs, offering tax-aware and customizable features.

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® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his financial advisory role, Lambeth has been a firefighter with the Town of Davidson since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Sheila Dobbins is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding a Series 63 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC for seven years. Outside of her advisory work, she is a notary public and holds a minor ownership interest in an auto sales business. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 with Wells Fargo Clearing in Charlotte, NC. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at Wells Fargo Bank, N.A., and Harris Teeter. Outside of finance, he owns and operates a personal training business in Harrisburg, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

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 designations and bringing 30 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. In addition to his advisory role, he serves as a power of attorney for his mother on investment-related matters. 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 searches, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both discretionary and non-discretionary options, with notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

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 at Wells Fargo Advisors with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo and its affiliated entities since 2015. She is based in Charlotte, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Matthew Borghi is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2021 and previously worked at Bank of America, N.A., Loose Change, OSI Restaurant Services, LLC, Amway, and Clemson University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and various institutional investors.

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.

Jon Schrand is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He initially helped open the Huntersville Fidelity office and works with individuals and families to identify risks and opportunities to build, protect, and transfer wealth. Jon follows a structured five-step financial planning process that includes understanding client backgrounds and goals, diagnosing financial situations, co-creating tailored plans, implementing those plans, and monitoring them over time to adjust for life events and health changes. Jon has been with Fidelity Investments since 2012, progressing through several roles including Financial Representative, Investment Solutions Representative, Investment Consultant, and Financial Consultant prior to his current position. His experience spans over a decade within the firm, focusing on comprehensive financial advice and client partnership. Outside of his professional work, Jon is engaged in family activities and enjoys fitness, golf, outdoor adventures, parenthood, and tennis.

Alexandria Page is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and bringing four years of industry experience. She has worked at The Vanguard Group Inc. since 2022 and previously held roles at Liberty Mutual and Geico. Outside of advising, she works as a contract driver for Amazon Flex. 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 constructed mostly 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.