Daniel Hinson is a financial advisor at Vanguard Advisers with 11 years of industry experience. He has been with The Vanguard Group, Inc. since 2014 and holds Series 63 and Series 65 credentials. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily constructs portfolios from Vanguard funds and ETFs.

John Tyers is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes roles at AdvisorEngine/Templeton, Wealth Frameworks LLC, and Citizens Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors. The firm uses research and analytics from Wells Fargo Investment Institute alongside third-party databases, applying diversification and modern portfolio theory to investment evaluations.

Minhal Somji is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and has been in the industry since 2026. Her prior experience includes roles at Stone Press Financial Group, LPL Enterprise, NYLIFE Securities, New York Life Insurance Company, and Wells Fargo Clearing Services. 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 primarily constructed from Vanguard funds and ETFs, combining digital delivery with a large-scale advisor team.

Zachery Adams is a financial advisor at Edward Jones in Cornelius, NC, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and New Western Acquisitions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Kinyon Vinson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a strategic business advisor for a recovery center through his involvement with VBR LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Curtis Caulkins is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, Inc., and various other companies spanning finance and hospitality sectors. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary methodologies and Vanguard funds to tailor asset allocations across multiple savings goals.

Alexander Venuti is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and having eight years of industry experience. Prior to joining Vanguard in 2026, he worked at Wells Fargo Clearing for nine years and has been self-employed since 2022. Vanguard Advisers delivers both 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 invests in Vanguard funds and ETFs, offering a broad range of customization options.

Carter Straub is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in Charlotte, NC. He has been with Wells Fargo Clearing Services since 2025. Outside of his advisory role, he has business interests including founding Real LLC and previously worked at Yianni's Taverna. 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, incorporating research from Wells Fargo Investment Institute and third-party resources.

Syreeta Kitchen Dukes is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked at Vanguard since 2007 in various capacities and is also involved in coaching at Independence High School in Charlotte, NC. Outside of her advisory role, she owns Desirae's Desserts and acts as a travel agent for G Virt So, Inc. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs. The firm manages a high volume of clients through its digital delivery platform and a team servicing model.

Charles Girling is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Vanguard Advisers, his experience includes roles at National Life Group, Wells Fargo, Northwestern Mutual, and Stone Press Financial Group. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a high volume of client relationships through its digital platform and a large team of advisors.

Roman Moriarty is a CFP® professional with four years of industry experience, currently associated with LPL Financial in Charlotte, NC. His background includes roles at Ameriprise, UBS Financial Services, and The Vanguard Group. Outside of finance, he operates a small business selling car stickers and works as a model. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party strategies across various asset classes.

Timothy Taylor is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He previously worked at Wells Fargo Bank NA for ten years before joining Wells Fargo Clearing. 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 approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Matthew O’Brien is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2018. Prior to joining Vanguard, his background includes roles at the Carolina Panthers and Winthrop University. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. Their goal-based, algorithm-driven approach utilizes proprietary models to create personalized asset allocations primarily composed of Vanguard funds and ETFs, supported by a digital platform serving a large client base through a team servicing model.

George Evdemon is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. He has been with The Vanguard Group, Inc. since 1998. 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 invests in Vanguard funds and ETFs.

Hailey Grooms is a financial advisor at Equitable Advisors with 17 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at The Vanguard Group for 15 years before joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs, leveraging both in-house and third-party advisory platforms.

Yvette Mills is a financial advisor at Fidelity with 20 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at TIAA-CREF and Procurement & Contract Services Solutions (PCSS). Outside of her advisory role, she serves as a board member of the Jamaican American Cultural Association and acts as a financial officer for PCSS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

David Weaver is a CFA® charterholder and Series 63 licensee with 10 years of industry experience. He has worked at LPL Financial since 2022 and has prior experience with marine services and boat sales firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Mai Lee is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 designations with 23 years of industry experience. Prior to joining Wells Fargo Clearing in 2025, Mai worked at LPL Financial for seven years and held positions at BB&T Investments and BB&T Securities. 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 advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Christopher Hill is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Vanguard Advisers since 2019 and is also associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. Hill is based in Charlotte, NC. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, providing digital delivery at scale alongside personalized customization options.

Aidan Doherty is a financial advisor at Merrill with a Series 66 designation. He has worked with Merrill since 2023 and has held previous roles at Waters Wealth Consultants, Bank of America, and Jones Meade and Associates. His experience also includes positions outside of financial services, such as roles at Eddie Bauer and Virginia Tech. 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.