Connor Braun is a CFP® with three years of industry experience, currently serving as an advisor at Vanguard Advisers. He has worked in various roles at Vanguard entities since 2022 and has prior experience including positions at Infrascale and Business Acquisition and Merger Associates. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, employing a goal-based, algorithm-driven approach that utilizes proprietary models and Vanguard funds and ETFs. The firm is notable for its scale, servicing hundreds of thousands of client relationships through a combination of digital platforms and a large advisor team.

Jason Brooks is a CFP® professional with 19 years of industry experience and has worked at The Vanguard Group, Inc. since 2006. He is based in Charlotte, NC and holds a Series 63 license. Vanguard Advisers provides 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, largely utilizing Vanguard funds and ETFs, and manages a high volume of client relationships through its digital platform and team servicing model.

Charles Moore III is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2017. Prior to LPL, he was with Nationwide Securities and Nationwide Advisory Services for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Brandon Koch is a financial advisor at Vanguard Advisers with five years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2021. His earlier work history includes roles outside financial services, such as at Buffalo Wild Wings and the Cedar Rapids Aquatic Association. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, catering to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach featuring proprietary methodologies and portfolios primarily composed of Vanguard funds and ETFs.

Thomas Coakley is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2005. He holds a Series 63 license and operates out of Charlotte, NC. Coakley is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and retirement plan participants. The firm uses a goal-based, algorithm-driven approach to create personalized portfolios primarily composed of Vanguard funds and ETFs, supported by a large advisory team managing hundreds of thousands of client relationships.

John Lynch is a financial advisor with Mass Mutual Investors Services in Mooresville, NC, holding Series 63, 65, and 66 credentials and over 23 years of industry experience. His prior roles include positions at Allstate and Penn Mutual Life Insurance Company. Lynch is also an insurance broker with Imprimis Financial, focusing on life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational programs, providing structured, collaborative planning engagements using firm-approved analytical tools.

Ben Neill is a CFP® with 24 years of industry experience and is currently with Vanguard Advisers in Charlotte, NC. He has been with The Vanguard Group since 2001, encompassing over two decades of tenure. Vanguard Advisers provides 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 largely composed of Vanguard funds and ETFs.

Moyosola Aina is a financial advisor at Vanguard Advisers with Series 63 and Series 65 credentials and one year of industry experience. Prior to Vanguard, Aina worked at Boaz Capital LLC and has a background that includes entrepreneurship through ownership of a marketing company, Toppers LLC. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants by providing automated and human-supported investment advice. The firm utilizes a goal-based, algorithm-driven approach featuring proprietary methodologies and primarily invests in Vanguard funds and ETFs.

Robert Weaver is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory work, he owns and operates a business that creates and licenses a college basketball pool for national distribution. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by research and model portfolios.

William Brisley is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with The Vanguard Group since 2007. 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 mainly composed of Vanguard funds and ETFs. The firm’s scale and digital delivery enable it to manage a large client base through a combined automated platform and team servicing model.

Laura Long is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research from LPL Research and third-party subadvisors.

Elizabeth Zimmerman is a financial advisor at Vanguard Advisers with 19 years of industry experience. She has been with The Vanguard Group, Inc. since 2006. She holds Series 63 and Series 66 designations and is based in Charlotte, NC. Vanguard Advisers provides 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, offering tax-aware features and various customization options.

Abbi Seid is a financial advisor at Vanguard Advisers with four years of industry experience. She holds Series 66 and Series 63 licenses and has worked at The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2021. Prior to that, she was employed at CPI Security Inc from 2016 to 2021. 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 personalize asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisory teams.

John Mccabe III is a financial advisor with LPL Financial in Cornelius, NC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior experience includes roles at Flagstar Bank, First National Bank of PA, Cetera Investment Services LLC, and Bank of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Andrew Harris is a CFP® and CFA® with 17 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. His prior roles include positions at Greenway Wealth Advisors, Sapere Wealth Management, and Story Financial Planning, as well as a development consulting role assisting with fundraising at Reformed Theological Seminary. Vanguard Advisers provides both automated and human-supported investment advice for retail investors and eligible retirement plan participants, employing a goal-based, algorithm-driven approach that utilizes Vanguard funds and ETFs. The firm is notable for its scale, managing hundreds of thousands of clients through a high client-per-advisor ratio and offering a range of customizable portfolio options.

Christopher Taylor is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. His prior experience includes roles at Morgan Stanley, Wells Fargo Investment Institute, and several wealth management firms. Taylor is also involved with Circle T Holdings Corp. Vanguard Advisers provides automated and human-supported investment advice primarily for retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach, constructing portfolios mainly from Vanguard funds and ETFs, and manages a large client base with a combination of digital platforms and advisor support.

Allen Roud is a financial advisor with Roud Financial Services, LLC in Huntersville, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Roud Financial Services since 2011. Outside of his advisory work, he is a partner in an agricultural business that manages farmland. Roud Financial Services provides investment supervisory services and financial planning for individual clients, using a written Investment Policy Statement to tailor portfolios to clients’ income, tax situations, and risk tolerances. The firm offers both ongoing advisory relationships and hourly planning engagements and manages approximately $5.4 million in assets.

Donna Pleasant is a financial advisor at Vision Capital & Management with 20 years of industry experience. She holds Series 66 and Series 65 licenses and previously worked at FSC Securities Corporation for six years. She has been with Vision Capital & Management since 2015. Vision Capital & Management provides discretionary and non-discretionary investment advisory services to a variety of clients, including individuals, trusts, estates, charitable organizations, and institutional clients. The firm applies a macro-driven investment process emphasizing diversification and risk-adjusted returns, primarily using mutual funds and ETFs, and manages approximately $144.8 million in discretionary assets alongside model portfolio services for third parties.

Eric Vogen is a CFP® with 40 years of industry experience, currently serving as an advisor at Vision Capital & Management in Davidson, NC. He has worked at FSC Securities Corp. for 21 years and has been with Vision Capital & Management for 25 years. Outside of his advisory role, he is involved in real estate property management through ownership of Vogen Properties, LLC. Vision Capital & Management provides portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary assets while also advising third-party advisors through its investment models, employing a macro trend-based investment process that utilizes mutual funds, ETFs, and digital-asset ETFs.