William Dagit Jr. is a financial advisor with OSAIC Wealth, Inc., holding a Series 66 designation and 24 years of industry experience. He has worked previously at Royal Alliance Associates, Inc. and Lakeside Financial Services, LLC, where he also serves as a managing member. In addition to his advisory roles, he operates a sole proprietorship providing tax consultation and preparation services. OSAIC Wealth serves a broad mix of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with a range of programs including comprehensive financial planning, advisor-managed portfolios, and third-party money manager options.

Matthew Hepner is a financial advisor with Vanguard Advisers, holding the Series 63 and Series 66 designations and bringing 12 years of industry experience. He has been with Vanguard Advisers since 2021 and previously worked at Bird from 2018 to 2020. Hepner is also associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. 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 and offers portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through a digital delivery and team servicing model.

Andrea Buschur is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, she is the owner of See Joy Enterprises of NC, an Italian Water Ice business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and participation in wrap programs.

Tywon Pelzer is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and four years of industry experience. In addition to his advisory role, he is the owner and operator of Quality Command Pressure Washing and serves as a transportation officer in the Army National Guard. Vanguard Advisers provides automated and human-supported investment advice mainly to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through its digital platform and team servicing model.

Matthew Pritchard is a financial advisor at Vanguard Advisers in Charlotte, NC, holding a Series 66 designation. He has been with Vanguard and its affiliates since 2026 and has prior experience in retail and self-employment roles. 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 to set personalized asset allocations and manages portfolios largely composed of Vanguard funds and ETFs.

Jamahal Singh is a CFP® and holds Series 65 and Series 63 licenses, with 12 years of experience in the financial industry. He has worked at Fidelity Investments since 2022 and previously held roles at SeCU Life Insurance Company and State Employees' Credit Union. Outside of his advisory work, he is involved in managing a rental property. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Henry Ighile is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and four years of industry experience. Outside of his advisory role, he is involved as a sales agent with Genesis Auto Broker, LLC, an auto brokerage firm. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, employing proprietary methodologies to personalize asset allocations using predominantly Vanguard funds and ETFs.

Julian Busby is a financial advisor at Vanguard Advisers with 25 years of industry experience. He holds the Series 66 designation and has worked previously at United Planners' Financial Services and Carolina Financial Partners. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations and primarily invests through Vanguard funds and ETFs.

Sarah Frimel is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2011. Sarah has a beneficial interest in a family-owned real estate LLC but does not have an active role in its operations. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samnang Huot is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2017. Prior to that, he worked at Best Buy from 2012 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and offers both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

John Pierre is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and one year of industry experience. His prior roles include positions at LPL Enterprise Holdings, Prudential Insurance Company of America, and Raymond James & Associates. 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, utilizing proprietary models and mainly Vanguard funds and ETFs to construct portfolios with various customization options.

Tucker Schiavoni is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 designations. He has less than one year of industry experience and previously attended Roanoke College. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Zachary Walker is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and UNC Charlotte. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm primarily utilizes model-driven investment strategies and provides access to third-party asset managers, financial planning, and a range of affiliated financial services.

Devin O'Leary is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo, he worked at Amazon.com, Inc. and held positions at the University of North Carolina at Charlotte and Kontoor Brands, Inc. He is also involved with Digital Intelligence Systems 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, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Nicholas Zeiser is a CFP® professional with nine years of industry experience, currently advising at Vanguard Advisers since 2017. Prior to joining Vanguard, he worked for Camp Gladiator, Inc. from 2016 to 2017. He is based in Charlotte, NC. Vanguard Advisers offers 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 methodologies and primarily constructs portfolios from Vanguard funds and ETFs, serving a large client base through a combination of digital platforms and advisor teams.

Brian Smith is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Vanguard Advisers in Charlotte, NC. His prior roles include positions at Ameriprise Financial Services, Smith & Associates, and Wythe County Public Schools. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a mix of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs and manages a large client base supported by over 2,200 advisors.

Kimberly Kaylor is a financial advisor at Raymond James Financial with 17 years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial for 11 years. Kaylor is also involved with Williamson Wealth Group, a support company based in Cornelius, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes, supporting clients through advisory programs and a broad advisor network.

Patrick Barnett is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. He has prior experience at VOYA Financial Advisors, Cetera Wealth Services, and Equitable Advisors. Barnett also has involvement in a business entity related to investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options, utilizing various strategies and advisor support tools.

Tammy Gilley is a financial advisor at Ameriprise with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliates since 1997. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with written recommendations and ongoing annual advice.

Jonathon Lynn is a CFP® with 23 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has held roles at The Vanguard Group and Vanguard Marketing Corporation since 2011. Outside of his advisory work, he is the owner of Chicken Dude, LLC, a real estate business. Vanguard Advisers offers both 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 create personalized portfolios primarily composed of Vanguard funds and ETFs.