Shanaya Davis is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at Vanguard since 2010 and was previously with Keller Williams Realty from 2013 to 2017. Outside of her advisory role, she is engaged in a sales position unrelated to investment activities. 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 investment approach using proprietary models to create personalized asset allocations primarily composed of Vanguard funds and ETFs.

Kyle Mazei is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Equitable Advisors and Conway National Bank, as well as involvement with organizations such as Gamecock Moving LLC and The Ripken Experience Myrtle Beach. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary options tailored to plan objectives and risk tolerances.

Lewis Daye II is a financial advisor at Wells Fargo Advisors in Mooresville, NC, holding Series 63 and Series 66 licenses with 26 years of industry experience. His prior experience includes ten years with Wells Fargo Clearing. Outside of his advisory role, he is a residential rental property owner in North Carolina and West Virginia. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations for clients.

Jonathan Wormley is a CFP® certificant with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2016. He has worked within various Vanguard entities since 2012, including Vanguard Marketing Corporation and The Vanguard Group, Inc. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large scale of client relationships through a combination of digital delivery and advisor support.

Alexandria Atkins is a financial advisor at Wells Fargo Clearing with a Series 63 designation and one year of industry experience. Her prior work history includes roles at Charter Communications, Enterprise, and Chillis. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Isabella Casey is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and beginning her industry career in 2024. Her prior experience includes roles at Salisbury University in both the Perdue School of Business and the President's Office, as well as a position at The City of Salisbury Mayor's Office. She also has a background in education and community service through work at local schools and a country club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Chaz Bailey is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity Investments since 2023, initially serving as an Investment Consultant before taking on his current role in 2024. Prior to this, he held financial advisor positions at Consolidated Planning, Inc. in 2023 and Northwestern Mutual Wealth Management Company from 2021 to 2023. Chaz focuses on helping clients align their investment strategies with their goals through a collaborative approach centered on understanding and serving their unique needs. His professional experience spans multiple roles in the financial advisory field, providing him with insight into investment consulting and wealth management. Outside of his professional work, Chaz has personal interests that include biking, fitness, running, and swimming.

Charles Walker is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Primerica Advisors since 2007 and with Primerica Financial Services since 1997. Outside of his advisory role, he provides notary services in Charlotte. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Shalimar Meredith is a financial advisor at Ameriprise with 12 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and previously worked for LPL Financial for 10 years. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Jason Brown is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Equitable Advisors, where he has worked since 2018, and has prior experience at Capital Guardian, LLC. Brown is based in Charlotte, NC. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives and uses both proprietary and third-party advisory models to tailor solutions to client needs.

Douglas Webb is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. In addition to his advisory role, Webb is involved with financial planning activities through various affiliated entities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm uses model-driven portfolios and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Terrell Hegge is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing Services LLC and Digital Intelligence Systems LLC since 2021. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

Brett Stoner is a CFP® and ChFC® with 15 years of industry experience, currently working at Wells Fargo Clearing since 2020. He has previously held positions at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated. He is also co-owner of LYGS Investments, a private investment holding company. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Paul Collins is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at PNC Wealth Management, LPL Financial, and Riggs Securities. He is based in Cornelius, North Carolina. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning agreements.

Kristi Armstead is a financial advisor at Vanguard Advisers with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Vanguard entities since 2014. Vanguard Advisers delivers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach with portfolios mainly composed of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team servicing model.

Patrick Hogan is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at Dopkins & Company and The Vanguard Group. 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, utilizing proprietary models and primarily Vanguard funds and ETFs, to deliver personalized portfolio solutions at scale.

Zachary Jarvis is a financial advisor with Vanguard Advisers in Charlotte, NC. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Blue Barn Wealth, Education at Work, and involvement with the SP Foundation and Utah Valley University. Vanguard Advisers provides automated and human-supported investment advice, serving retail investors and employer-sponsored retirement plan participants. 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.

Nathaniel Haberlein is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard since 2021, following a prior role at Wells Fargo Clearing Services. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to asset allocation and manages portfolios predominantly using Vanguard funds and ETFs.

David Renko is a financial advisor at Cetera with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Raymond James Financial Services, Morgan Stanley, Citigroup Global Markets, and Avantax Advisory Services. Outside of advising, he is involved in real estate investments and rental property management as a part owner. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform with access to affiliated and third-party managers.

Timothy Townsend is a financial advisor with Ameriprise in Charlotte, NC. He holds a Series 66 designation and has been in the industry since 2025, with prior experience at firms including The Baldwin Group and Principal Securities, Inc. Outside of finance, he previously worked at X-Golf and the Folly Beach Chair Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.