Oriana Echeverria is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Her work history includes roles at Wells Fargo Clearing, Wells Fargo Bank, and CL Tax Center. She previously managed a restaurant business, Mi Pueblo Mexican Restaurant, from 2016 to 2019. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

Lauren Chandler is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, she worked at F&M Investment Services and has a background that includes roles in education and child development. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a network of more than 22,800 advisors and a variety of institutional platforms.

Jeffrey Bierbower is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and MCJ Consulting. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach utilizing proprietary models to construct portfolios primarily from Vanguard funds and ETFs, with options for tax-aware strategies and customization.

Rurik Alconaba is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and three years of industry experience. His prior experience includes roles at TIAA Financial Services and TIAA-CREF Individual & Institutional Services. He has also worked in education and property management earlier in his career. Vanguard Advisers provides 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 employs a goal-based, algorithm-driven investment approach using proprietary models and offers portfolios mainly composed of Vanguard funds and ETFs, with various customization options.

Chad Poires is a financial advisor at Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses with 13 years of industry experience. His career includes roles at LPL Financial, CUNA Brokerage Services, Santander Bank, and Citizens Bank. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives. The firm utilizes various advisory models, including third-party TAMPs and LPL-sponsored programs, offering a range of investment options and ERISA fiduciary services for qualified plans.

Matthew Lowe is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo since 2019. His prior roles include positions at RHI General Group, Little Guys Movers, and Sunrun Inc. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing both brokerage and advisory solutions.

William Cheek is a financial advisor at Edward Jones in Cornelius, NC, holding the Series 66 designation with over 15 years of prior experience at SCOR Global Life Americas Reinsurance Company. He has been with Edward Jones since 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mitchell Nelson is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Primerica Advisors since 2015, with prior experience at ATI Specialty Metals and Federal Express Corp. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Jason Miehle is a CFP®-certified financial advisor with 17 years of industry experience. He has been with The Vanguard Group since 2008. 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 with portfolios primarily constructed from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Mark Jones is a CFP® professional with 14 years of industry experience. He is currently with Vanguard Advisers, where he has worked since 2019. His prior experience includes roles at Morgan Stanley and Merrill. 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 investment approach and primarily invests in Vanguard funds and ETFs, serving a large client base through a high client-to-advisor ratio model.

Brian Hill is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of advisory approaches with technological tools and oversight of over $819 billion in discretionary assets.

Daniel Brown is a financial advisor at Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at Wells Fargo Clearing Services and has a background that includes roles at Associate Staffing, LLC and Publix Super Markets, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs planning.

Caroline Cowley is a financial advisor at Wells Fargo Clearing with four years of industry experience and holds a Series 66 designation. Her career includes roles at TIAA-CREF Individual & Institutional Services and Randstad, along with other diverse positions prior to entering the financial sector. Outside of advising, she has worked as a delivery driver and participated in online user research surveys. 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 provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Daniel Boehm is a financial advisor with LPL Financial in Concord, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Edward Jones for 15 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Amanda Whitlock is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019, following prior roles at Edward Jones and public schools in North Carolina. Outside of finance, she coaches kids' jiu jitsu classes at Metrolina Martial Arts. 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 operates at scale, managing approximately $671 billion in assets and offering both brokerage and advisory solutions.

James Benson is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Vanguard Advisers in Charlotte, NC. He has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2018 and previously spent 19 years at Plaza Park Bank. Outside of his advisory role, Benson is the owner and CEO of Benbrook Imports, Inc., a business focused on importing wine. 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 with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through its digital platform and team servicing model.

Amy Crosby is a financial advisor at Vanguard Advisers with 25 years of industry experience. She has been with The Vanguard Group, Inc. since 2002. She holds Series 63 and Series 66 designations. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios largely composed of Vanguard funds and ETFs, with various customization and tax-aware features.

Antonio Maya is a financial advisor at Vanguard Advisers with one year of industry experience. He holds the Series 66 designation. Prior to joining Vanguard Advisers, he has been involved in various roles including positions at Vanguard Marketing Corporation, The Vanguard Group, and entrepreneurial work with Ke-uH Restaurant/Fundador LLC. 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 a combination of digital platforms and advisor teams.

Samuel Fulbright is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Vanguard entities since 2021, following earlier roles at On24, the University of North Carolina, Harris Teeter, and Lake Norman Charter High School. Vanguard Advisers serves retail investors and eligible employer-sponsored retirement plan participants through both automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models and primarily invests in Vanguard funds and ETFs, offering customization options and tax-aware features.

Douglas Russell is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Premier Transportation and Warehousing Inc. from 2015 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.