Steven Hatley is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked at Wells Fargo Clearing since 2016. Outside of his advisory role, he works as a driver for both Uber and Lyft. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics from internal and third-party sources in its investment approach.

Stephanie Warren is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a year at WELLS FARGO Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Timothy Ellis II is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 65 designations and has 12 years of industry experience, all with The Vanguard Group since 2013. 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 offers diversified portfolios primarily composed of Vanguard funds and ETFs, supported by a large team of over 2,200 advisors.

Michelle Boyer is a financial advisor at Vanguard Advisers with 12 years of industry experience. She holds the CFP® designation as well as Series 66 and Series 63 licenses. Prior to Vanguard, she worked at USAA Financial Advisors and USAA Investment Management Company. Outside of her advisory role, she serves as an executor for a family estate and owns a tax preparation business. Vanguard Advisers provides 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 proprietary methodologies to construct portfolios mainly from Vanguard funds and ETFs.

Arlene Lewis Leader is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. Her prior roles include positions at Alight Financial Solutions, LLC and TIAA-CREF. Vanguard Advisers offers automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm’s investment approach combines goal-based, algorithm-driven strategies with portfolios primarily constructed from Vanguard funds and ETFs, delivered at scale through a digital platform supported by a large advisory team.

Mason Milne is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation. He has recently begun his career in the industry, joining Wells Fargo in 2026. Prior to this, his work experience includes various roles outside finance, such as positions at Cheerier Exteriors, Smoothie King, YMCA, Culver's, and Zaxby's. 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 and analytics from Wells Fargo Investment Institute and third-party sources.

Joseph Russell is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 credentials and one year of industry experience. His prior work history includes roles at DoorDash, New York Life, and Facet Construction. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through program sponsors and endorsed third-party managers.

Brandon Mcintosh is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Northwestern Mutual, among other firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

Jayson Allsbrook is a financial advisor with Vanguard Advisers in Charlotte, NC. Holding a Series 66 designation, he has seven years of industry experience, including roles at The Vanguard Group since 2018 and Heritage Wealth Advisors in 2017. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services to retail investors and employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies and primarily Vanguard funds and ETFs, managing a large client base with a combination of technology and advisor support.

Joshua Norton is a financial advisor at Vanguard Advisers with Series 66 and Series 63 licenses and three years of industry experience. Before joining Vanguard, he worked at Charles Schwab and held roles at various firms including Allbound and LogRocket. His background includes diverse professional experience outside of finance. 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, primarily using Vanguard funds and ETFs, and serves a large client base through its digital platform and team servicing model.

Benjamin Shbeeb is a financial advisor at Edelman Financial Engines based in Huntersville, NC, holding a Series 65 designation. He has been with Edelman Financial Engines since 2026 and has prior experience operating two businesses, Create to Connect LLC and Shbeeb Weddings. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios and long-term investment strategies.

Michael Dove is a financial advisor at Vanguard Advisers in Charlotte, NC, with four years of industry experience. He holds the Series 66 designation and has previous experience at Edward Jones and as a self-employed advisor. Outside of his advisory work, he is involved in music creation and monetization. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans, providing automated and human-supported investment advice through digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach and manages large-scale client relationships primarily with Vanguard funds and ETFs.

George Ramsey is a financial advisor at Vanguard Advisers in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior roles include various positions at Vanguard affiliates and other companies, as well as entrepreneurial activities through 4 Ramesia, LLC. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Kristen Smith is a financial advisor at Equitable Advisors with 23 years of industry experience. She holds the Series 66 designation and has worked with AXA Distributors, LLC and Axa Advisors, LLC during her career. Outside of advising, she serves as a board member of the local chapter of Prospanica, focusing on educational outreach to universities, and is involved in a family business venture related to beauty products. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering a range of financial planning, broker-dealer, and asset management services. The firm operates through several program sponsors and third-party managers, delivering advisory and brokerage solutions with a combination of discretionary and non-discretionary asset management.

Bart Knight is a financial advisor at Edward Jones in Davidson, NC, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Lowes Home Improvement for 18 years and has been involved with TimberEdge Designs LLC since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the nation.

Andrew Yost is a financial advisor at Cetera with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Regal Securities, LPL Financial, and NewBridge Financial Services Group. He is also a senior advisor at Rosso Financial Group, where he is involved in sales and account management. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and reported over $256 billion in assets under management across more than 10,000 advisors.

Richard Tetzlaff is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, he serves as a member of the Parks & Recreation Committee for the Township of Ferguson in State College, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of investment products such as insurance-related vehicles and bank deposit sweep options.

Khalid Lipscomb is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Merrill, Bank of America, and Thrivent Financial. Outside of financial services, he has experience in the catering industry with Something Classic Catering. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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 supported by research from Wells Fargo Investment Institute.

Ethan Allen is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at The Vanguard Group since 2019 and previously held roles at CarMax Auto Superstore, Edward Jones, and Aramark Uniform Services. Outside of his advisory work, he is involved in vehicle sales at CarMax and owns EDCA Holdings, LLC. Vanguard Advisers provides investment advice through both automated and human-supported services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach and manages a large client base with over 2,200 advisors.

Allen Losey is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2008. He was also involved with Math Smart, Inc. from 2005 to 2020. 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 to create personalized portfolios mainly composed of Vanguard funds and ETFs, supporting a large client base through its digital platform and advisory teams.