Corrina Halter is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and six years of industry experience. Her prior roles include positions at JP Morgan Chase and Equitable Advisors. Outside of her advisory work, she serves as an estate executor in an investment-related capacity. 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 to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through a digital platform combined with advisor support.

Mitchell Dee is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has been with Vanguard Advisers since 2019 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. prior to and during his current tenure. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing both automated and human-supported investment advice through its digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary models and primarily Vanguard funds and ETFs to construct diversified, customizable portfolios.

Simon Abegg is a financial advisor with Vanguard Advisers, holding the CFP® designation along with Series 65 and Series 66 licenses, and has three years of industry experience. His prior roles include positions at WR Wealth Planning, NewEdge Advisors, and LPL Financial. Outside of his advisory work, he serves as a Brand Ambassador for Wine on Ward, LLC, promoting wine, beer, and spirits products. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that utilizes proprietary methodologies and primarily Vanguard funds and ETFs. The firm is notable for its scale and digital delivery model, managing hundreds of thousands of client relationships through a combination of automated platforms and a large advisory team.

Nathan Miller is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Edward Jones and Western & Southern Brokerage Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Tyler Mote is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including The Vanguard Group and Amway, where he is also active as a distributor of nutrition, beauty, personal care, and home products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative client engagements to develop tailored financial recommendations.

Sarah Cerulo is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors. Outside of her advisory role, she serves as a co-trustee for investment-related trusts for her children. 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 options. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Llnon Slossberg North is a financial advisor with Ameriprise who holds a Series 66 designation and has 23 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of advising, he is a managing partner of Slossberg, North & Associates LLC, which handles practice management expenses. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide written, non-discretionary recommendations. As a large institutional firm, it also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Corey Rodahl is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 registrations and 11 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and previously held positions at US Bank and Fraser LTD. 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 roughly $671 billion in assets with more than 14,000 advisors and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Lalor is a Series 66-credentialed financial advisor with Merrill in Denver, NC, with 14 years of industry experience. He has worked at both Merrill and Bank of America since 2012. Lalor is also an inactive Ready Reserve Captain in the United States Marine Corps. 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, institutional, and charitable clients.

Lucas Rhoy is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance, KeyBank, Mosley Financial Group, and NY Life Securities. He also has experience working at the University of Southern Maine and Portsmouth Naval Shipyard. 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 a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Madison Turner is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, Madison was affiliated with The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Conosha Williams is a financial advisor at Vanguard Advisers with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Vanguard since 2016, working across Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a high client-to-advisor ratio due to its digital platform and team servicing model.

Michael Walsh is a financial advisor with Vanguard Advisers in Charlotte, NC. He holds Series 66 and Series 63 designations and has two years of industry experience. His prior work includes roles at M&T Bank, Taglich Brothers, Inc., and Sotheby's International Realty. 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, constructing portfolios mainly from Vanguard funds and ETFs with various tax-aware and customization features.

Jackson Graham IV is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 66 and Series 63 designations and has worked in various roles within The Vanguard Group and its affiliates since 2022. 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 to portfolio construction, primarily using Vanguard funds and ETFs, and manages a large client base through its digital delivery platform and extensive advisor team.

Samuel Cowles is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 designations and one year of industry experience. His work background includes roles at US Tech Solutions Inc and Fastenal, as well as operating a landscaping business. Outside of finance, he has ongoing involvement with Red Rocks Cafe. 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 combines research and analytics with diversification principles and offers a range of brokerage and advisory solutions.

Maire Doyle is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, she worked at The Vanguard Group and has held various roles including self-employment and positions in technology and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Aalyssa Mitchell is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held roles in the mortgage banking sector and worked at Scotiabank Trinidad and Tobago and Digicel. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Austin Rogers is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses. He has three years of industry experience and has worked at various Vanguard entities since 2022. Prior to his advisory role, he was involved in massage therapy-related businesses and education from 2016 to 2022. 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 approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a large advisor team and a digital delivery platform.

Elizabeth Peper is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses. She has 19 years of industry experience, including prior work at Janney Montgomery Scott from 2016 to 2020. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Joseph Gardner is a financial advisor at Vanguard Advisers in Charlotte, NC, with four years of industry experience. He holds Series 66 and Series 63 certifications and has worked at various Vanguard entities since 2022. Outside of financial services, he has experience working with nonprofit and accounting firms earlier in his career. Vanguard Advisers provides automated and human-supported investment advice through digital 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 using proprietary models and primarily invests in Vanguard funds and ETFs, offering a range of customization and tax-aware portfolio features.