Damion Carufe is a financial advisor with Morgan Stanley in Mooresville, NC, holding Series 63 and Series 65 registrations and bringing 41 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and prior experience at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities from 2008 to 2020. He also serves as a trustee in a trust-related role. Morgan Stanley Wealth Management offers a broad range of advisory programs for individual and institutional clients, providing tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Jason Satterwhite is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with The Vanguard Group since 2000 and operated a photography and videography business from 2015 to 2020. 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 through a digital platform and offers customized portfolios built primarily from Vanguard funds and ETFs.

Jason Osborne is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Vanguard Advisers since 2018 and has worked in various roles within The Vanguard Group and its affiliates since 2007. Outside of his advisory work, he is involved in rental property investment as a landlord. 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 approach using proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs with various tax-aware and customization features.

Marques Merriweather is a financial advisor at Vanguard Advisers with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Equitable Advisors, LLC and various positions in both corporate and educational settings. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach featuring proprietary asset allocation models and primarily invests through Vanguard funds and ETFs.

Johnny Coble Jr. is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC, and serves as an executor and trustee for family estate-related matters. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory, financial planning, and retirement plan consulting services through a large network of advisors and extensive research resources.

Elizabeth Frederick is a financial advisor at Fidelity with seven years of industry experience. Her background includes roles at Merrill, Wells Fargo Clearing, Keller Williams Lake Norman Realty, and L'BRI Pure and Natural. She holds Series 63 and Series 66 licenses. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Ruchir Saini is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation. He began his professional career in 2024, including a role at New York Life Insurance Company before joining Wells Fargo Clearing and DYSIS in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA 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 products and bank deposit sweep options in its investment menus.

Kara Connolly is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at The Vanguard Group since 2022 and previously held roles at Charles Schwab and in other sectors including senior living and hospitality. Vanguard Advisers offers 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 with portfolios constructed mainly from Vanguard funds and ETFs, combining digital delivery with a large advisory team.

Michael Ayotte is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and four years of industry experience. His background includes roles at Primerica Financial Services, Lawing Matthews & Company, and several other companies. Outside of financial advising, he owns two small businesses, Eagle's Nest Custom Creations and Ayotte Accounting, LLC. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies from unaffiliated asset managers and provides custody and trade execution support through Pershing and BNY Mellon Advisors.

Anwesha Basu is a CFP® and Series 63–licensed financial advisor with 20 years of industry experience. She has been with Vanguard Advisers since 2019 and concurrently holds roles within The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2010. 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 approach, constructing portfolios primarily from Vanguard funds and ETFs while offering a range of customization options and tax-aware features.

Melissa Carlson is a CFP® with 25 years of industry experience and has been with Edward Jones since 2000. She holds Series 63 and Series 66 licenses and is based in Cornelius, NC. Outside of her advisory work, Carlson speaks to churches, community groups, and business professionals on topics such as belief and mindset, execution, delegation, and success journeys. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Jonathan Britt is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 credential and nine years of industry experience. He has worked with several firms including Fidelity Investments, Fisher Investments, and Edward Jones. Outside of his advisory role, he owns an e-commerce business called RetroMage LLC. Vanguard Advisers delivers both 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 create personalized portfolios mainly composed of Vanguard funds and ETFs.

David Ozga is a financial advisor with Morgan Stanley in Cornelius, NC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial plans through both direct client relationships and corporate agreements.

Tristan Proctor is a financial advisor at Vanguard Advisers with a Series 66 credential. He has been with Vanguard and its affiliated entities since 2025. Prior to his financial services career, his work experience includes roles in education and the retail and food service industries. 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 portfolios mainly using Vanguard funds and ETFs, with a focus on scalable digital delivery supported by a large advisory team.

Charles Hoffecker is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Merrill Lynch and Bank of America. Outside of his advisory work, he operates an e-commerce business specializing in sports trading cards. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach, constructing portfolios primarily from Vanguard funds and ETFs with various tax-aware and customization features.

Margaret Bradley is a financial advisor at Vanguard Advisers with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Vanguard-affiliated firms since 2004. Her current role at Vanguard Advisers began in 2020. Vanguard Advisers offers both automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach featuring proprietary methodologies and customizable portfolios constructed mainly from Vanguard funds and ETFs.

Matthew Dougherty is a financial advisor with Vanguard Advisers, holding a Series 66 designation and two years of industry experience. He has worked at multiple Vanguard affiliates since 2024 and has prior experience at Randstad and Farther Finance, among other organizations. 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 approach with proprietary models to construct portfolios primarily from Vanguard funds and ETFs, offering various customization options.

Joshua Schrock is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at W&S Brokerage, Western and Southern Life, Woodmen Life, and over a decade at Strawbridge Studios. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by proprietary and third-party research.

Norris Woody Jr. is a financial advisor with Equitable Advisors in Cornelius, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors since 1997, previously associated with Axa Advisors, LLC during the same period. Woody serves on the High Point University Alumni Association Board of Directors and is involved with the Lambda Chi Alpha fraternity chapter at High Point University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Joanne Mitchell is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation and 22 years of industry experience. She has worked with Wells Fargo Advisors since 2011, with a brief tenure at LPL Financial from 2017 to 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.