Grover White IV is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for his father's trust. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joshua Hollar is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds a minority ownership in OutsideIn Entertainment LLC, a virtual reality video game company. 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 advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options among its offerings.

Jermile Hayes is a CFP® with 12 years of industry experience, currently advising at Fidelity. His prior roles include six years at THE Vanguard Group, Inc., and additional experience at Fidelity Brokerage Services LLC and Carolina Talent. He serves as an advisory board member for Elon University’s Love School of Business, where he engages with students and supports job opportunity initiatives. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Karen Henry is a financial advisor at Vanguard Advisers with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at Vanguard-related entities since 2020, as well as at Bankers Life and Casualty Company from 2018 to 2020. Karen was previously involved with Nevergreen Farm LLC from 2015 to 2018. Vanguard Advisers provides 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 uses a goal-based, algorithm-driven investment approach primarily featuring Vanguard funds and ETFs, with a focus on scalability and digital delivery.

Chase Miller is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Vanguard Advisers since 2019 and is also employed by The Vanguard Group, Inc. and Vanguard Marketing Corporation. 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 that incorporates proprietary methodologies and largely Vanguard funds and ETFs. The firm manages a high volume of client relationships through its digital platform and team servicing model.

Timothy Neu is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including JP Morgan, PNC Financial Services, The Vanguard Group, and Revival Property Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, offering model portfolios across mutual funds, ETFs, and ETPs.

James Claxton is a Certified Financial Planner (CFP®) with 18 years of industry experience. He has been with Vanguard Advisers since 2019 and holds concurrent roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2011. 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. The firm manages a large client base primarily through its digital platform and team servicing model, offering diversified portfolios constructed mainly from Vanguard funds and ETFs.

Zachery Wyatt is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior 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 advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Kenneth Hoffman is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 37 years of industry experience. He has been with Edward Jones since 1988. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and operates a broad network of advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Alyson Dunnery is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and 27 years of industry experience. She has been with Vanguard Advisers since 2019 and has worked with The Vanguard Group and Vanguard Marketing Corporation since 1997. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, focusing on retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, constructing portfolios primarily from Vanguard funds and ETFs with tax-aware features and customization options.

Matthew Kingsley is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. In addition to his role at Vanguard, he is the owner of Kingsley & Family Construction, LLC, a construction business. 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 create personalized portfolios primarily composed of Vanguard funds and ETFs.

Jamin Watson is a CFP®-credentialed financial advisor at Vanguard Advisers with 19 years of industry experience. He previously worked at TIAA for 20 years before joining Vanguard in 2025. Vanguard Advisers delivers a combination of 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 investment approach featuring proprietary asset allocation models and portfolios mainly composed of Vanguard funds and ETFs.

Andrew Tamburro is a CFP® with 14 years of experience in the financial industry, currently serving as an advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 2012. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s goal-based, algorithm-driven approach utilizes proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

William Rowland is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Vanguard Advisers and has held roles at The Vanguard Group and Vanguard Marketing Corporation since 2008. Outside of his financial advisory work, he owns and operates Event Sourcing Carolinas, a ticket resale business. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using Vanguard funds and ETFs, offering personalized asset allocations and tax-aware features at a large scale with over 2,200 advisors.

Mitchell Gatewood is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank, Edward Jones, First Citizens Investor Services, and SunTrust Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and systematic portfolio construction using mutual funds, ETFs, and ETPs.

Joseph Timmons is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations. He has six years of industry experience, including roles at Vanguard Marketing Corporation, The Vanguard Group, and First Bank. Vanguard Advisers offers both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s goal-based, algorithm-driven approach uses proprietary models to create personalized asset allocations, with portfolios mainly composed of Vanguard funds and ETFs and a range of tax-aware and customization features.

John Tamburrino is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and nine years of industry experience. He has been with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2017 and is also the owner of The Overflow Co. CLT, LLC. Prior to his current roles, he held positions at Jacksonville Golf & Country Club and Starbucks. 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 from Vanguard funds and ETFs.

Douglas Greenberg is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at TIAA-CREF Individual & Institutional Services, Ameriprise, Alphastar Capital Management, and Wells Fargo & Company. 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 and manages large-scale client relationships through a combination of digital platforms and advisor teams.

John Miano is a Series 66-registered advisor with Merrill in Huntersville, NC, where he has worked since 2014, accumulating 12 years of industry experience. He is involved in rental property investment activities outside of his advisory role. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Jameson Howard is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and three years of industry experience. His previous work includes roles at The Vanguard Group and various self-employed positions. Outside of finance, he has contracted with Uber and Amazon Flex for transportation and delivery services. Vanguard Advisers serves retail investors and 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, offering customization options and tax-aware features.