Noah Allmaras is a CFP® professional with seven years of industry experience, currently affiliated with Edward Jones since 2022. Prior to Edward Jones, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC, as well as The Vanguard Group Inc. and PNC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Jones is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has worked at Wells Fargo Advisors and affiliated entities since 2009 and currently operates Optio Wealth Management LLC, an independent financial practice based in Huntersville, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, using proprietary research and tools to develop tailored recommendations. The firm integrates advisory services with various financial products and referral channels.

Angelo Patterson is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. He has worked with various Vanguard entities since 2021 and previously held positions in healthcare and financial services. Vanguard Advisers delivers 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 and constructs portfolios mainly from Vanguard funds and ETFs, offering a range of customization options.

Brooke Wirtheim is a financial advisor at Vanguard Advisers with one year of industry experience. She holds a Series 66 designation and has worked at various Vanguard entities since 2025. Prior to her advisory role, her background includes positions at H&R Block, Eaton Corporation, and Inspire Wealth Management and Consulting. Vanguard Advisers delivers 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 incorporates proprietary models and a broad selection of Vanguard funds and ETFs. The firm manages a large client base through a digital platform supported by a team of more than 2,200 advisors.

Michael Rothstein is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Truist Advisory Services and J.P. Morgan Securities. Vanguard Advisers provides both 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 large client base through a team servicing model combined with a digital platform.

Donald Feagans is a CFP® professional with over 21 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. He has been with Vanguard since 2004, including roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., and has additional work experience at Amazon. 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 set personalized asset allocations, with portfolios built mainly from Vanguard funds and ETFs and offering a range of customization options.

Laura Wetzel is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with The Vanguard Group since 2006. Outside of her advisory role, she is listed as a custodian for a UTMA account for her daughter. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and emphasizing digital delivery at scale.

Rocky Ward is a financial advisor with Edward Jones in Mooresville, NC, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and is also a partner at Guru Products, LLC, a company that sells baseball software. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor network, comprehensive service offerings, and its fiduciary standard in providing advisory services.

Brandi Behlke is a financial advisor at Fidelity with nine years of industry experience. She holds the CFP® and Series 66 credentials and previously worked at Edward Jones and Blue Ridge HealthCare. Behlke serves on the boards of the Good Samaritan Clinic and Morganton Burke Crimestoppers, nonprofit organizations focused on community support and crime prevention. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Jean Rene Pelletier is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Wells Fargo Clearing Services LLC and Digital Intelligence Systems since 2021, as well as previous positions at The Home Depot and Pelma LLC. 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 employs more than 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Frey is a CFP®-certified financial advisor with 10 years of industry experience, currently with Vanguard Advisers. He has held multiple roles at The Vanguard Group, Inc. since 2015 and also worked at Facet and Queens University of Charlotte. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing a large client base with over 2,200 advisors.

Tyler Torcasso is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and five years of industry experience. He has been with Vanguard Advisers since 2026 and has concurrently worked at Vanguard Marketing Corporation and The Vanguard Group since 2021. His background includes experience at various organizations, including Oro Valley Country Club and collegiate institutions. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard 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 with personalized asset allocations, leveraging Vanguard funds and ETFs alongside tax-aware strategies and customization options.

Irene Chandler is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including SunTrust Securities and SunTrust Advisory Services. Outside of her advisory work, she owns a small business sewing baby quilts and is a floral designer for Heirloom Floral. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad non-advisory financial services platform.

Eugene Allen is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he has worked in the retail and service industry, including a position supporting tap room operations at Legion Brewing. 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 investment approach using proprietary models to create personalized portfolios, largely composed of Vanguard funds and ETFs, with options for tax-aware strategies and customization.

Adam Delisle is a financial advisor at Vanguard Advisers in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience and previously worked at Walsh & Associates, LLC. His background includes roles in education at several Florida schools. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, featuring portfolios built from Vanguard funds and ETFs with options for tax-aware strategies and customization.

Stacy Ann Spencer is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at LPL Financial, VendorPass, and MassMutual Investors Services. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, using a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital delivery and advisor support.

Nicole Wiggins is a financial advisor with LPL Enterprise holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior roles include positions at TradeStation Securities, Ally Invest Securities, GoHealth, Wells Fargo Clearing, and Fidelity Investments. She is also an independent licensed insurance agent selling Medicare and life insurance products to family and close friends. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, utilizing portfolios developed by LPL’s research team and third-party strategists, and offers financial planning, access to external asset managers, and insurance products through affiliated entities.

Grant Armstrong Jr. is a CFP® professional at Vanguard Advisers with 16 years of industry experience. He has worked at The Vanguard Group since 2022 and has prior experience at firms including LPL Financial, Ameriprise, and Wells Fargo Clearing. 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 proprietary models to create personalized asset allocations primarily composed of Vanguard funds and ETFs.

Robert Johns Jr. is a Series 66-licensed financial advisor with Vanguard Advisers, based in Charlotte, NC, and has three years of industry experience. Prior to joining Vanguard, he worked for Target Corporation and spent ten years at Red Ventures. Outside of his advisory role, he donates plasma. 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 with portfolios primarily composed of Vanguard funds and ETFs. The firm combines digital delivery with a large team of advisors to manage a high volume of client relationships.

John Misle is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including 14 years at Lincoln Financial Securities Corporation and over four decades at Pilot Life Insurance Co. Misle serves as a board member of the Sportsmans Club of Charlotte and volunteers on a high school reunion committee. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, institutional plans, charitable organizations, and trusts. The firm offers a variety of investment implementation options through proprietary and third-party strategies, delivered by a nationwide network of independent financial professionals.