David Curtis is a CFP® with 18 years of experience in the financial industry, currently serving at Vanguard Advisers since 2008. He is based in Charlotte, NC and holds a Series 63 designation. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach to asset allocation, primarily using Vanguard funds and ETFs, supported by a large team of over 2,200 advisors managing hundreds of thousands of client relationships.

Abigail Bremel is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Her prior work includes roles at UBS Financial Services and the Institute for Futures. Vanguard Advisers offers 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 investment approach is goal-based and algorithm-driven, utilizing proprietary models and primarily Vanguard funds and ETFs to construct personalized portfolios.

Wylonda Surles is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and five years of industry experience. Her work history includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as prior experience with Occidental Life and self-employment. Vanguard Advisers delivers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing Vanguard funds and ETFs with tax-aware features and a range of customization options.

Dennis Lehman is a CFP® with 36 years of industry experience, currently serving at OSAIC since 1991. He previously worked with Financial Planners Of Cleveland, Inc. dba NCA Financial Planners for 30 years. Lehman is also the owner of Heritage Financial Planners, an S Corporation involved in security sales, and holds a life insurance license. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with various strategies and maintains multiple custodial and affiliate arrangements.

L'shauna Whitaker is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to joining Vanguard, she worked at LPL Financial LLC and held positions in public service and healthcare. 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 set personalized asset allocations, offering portfolios largely composed of Vanguard funds and ETFs with various customization options.

Ashley Metcalfe is a CFP® and holds a Series 63 license, currently serving as an advisor at Vanguard Advisers with 13 years of industry experience. She has been with Vanguard in various capacities since 2013, including roles at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. Ashley is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach to portfolio construction, using proprietary models and largely Vanguard funds and ETFs, with services delivered at scale through a combination of digital platforms and advisory teams.

Hanna Bertrand is a financial advisor at Vanguard Advisers with a Series 66 designation and three years of industry experience. She has worked at Vanguard Advisers and related Vanguard entities since 2026 and previously spent five years at Plotkin Financial Advisors and Independent Financial Group, LLC. 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 proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Kaitlin Stacey is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at PNC Investments and has been with Vanguard since 2026. Outside of her advisory role, she has worked as a server and bartender at Warehouse 18 Venues. 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 to construct portfolios primarily 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.

Lakisha Allen is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Merrill. 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 operates on a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management, providing both brokerage and advisory solutions.

Kevin Stahler is a CFP® with 16 years of industry experience, currently serving at Vanguard Advisers since 2025. He has been associated with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2010. Vanguard Advisers provides 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 emphasizes personalized asset allocation and a broad range of customization options.

Jeremy Mitchell is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to joining Vanguard in 2021, he worked at BBVA-affiliated firms from 2019 to 2021 and at TIAA from 2014 to 2019. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, primarily serving retail investors and 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.

Andrew Patrick is a financial advisor at Vanguard Advisers in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at OSI Americas, YouGov, and Tom James, among others. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, focusing on retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and manages a large client base with a digital platform complemented by a team servicing model.

David Wilson is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with Vanguard since 2012 in various roles and has operated Words of Wilson, LLC as a writer since 2020. Outside of advising, he is involved in writing through his own business. 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 personalized asset allocations, managing a large client base through its digital platform and team servicing model.

Christopher Coffman is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 66 designations and has 10 years of industry experience, all with The Vanguard Group since 2016. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Randolph Roark is a CFP® with 22 years of industry experience and has been with Vanguard Advisers since 2011. He also holds experience with Vanguard Marketing Corporation and The Vanguard Group, Inc., where he has worked since 2004. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages a large client base using a combination of proprietary technology and team servicing.

Steven Clarke is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has worked at Vanguard and its related entities since 2015, with prior experience at TIAA-CREF Individual & Institutional Services and Edward Jones. Clarke is based in Charlotte, NC. 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 and manages portfolios primarily using Vanguard funds and ETFs, supporting a high client-to-advisor ratio through its digital platform and team servicing model.

Sean Molloy is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 credentials and four years of industry experience. He has worked at multiple firms including Vanguard Group, Valet Living, and College HUNKS Hauling Junk. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that utilizes proprietary methodologies and Vanguard funds and ETFs. The firm manages a large volume of client relationships through its digital platform combined with team servicing.

Samuel Sissine is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and National Life Group during his career. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to inform its investment approach.

Ian Shanklin is a financial advisor at Merrill in Charlotte, NC, holding Series 65 and Series 63 licenses. He has been with Merrill since 2026 and has prior experience working at The Long Run and North Carolina State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Grover White IV is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016, with prior experience at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. He also serves as a trustee for his father's investment trust. 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 combines research from its investment institute and third parties, offering both brokerage and advisory solutions across a wide range of financial products.