Tyler Ervin is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has held various roles including work at The University of North Carolina at Charlotte and several service-related positions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Dana Horton is a financial advisor with Merrill in Huntersville, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, Horton is a member of a family-owned real estate LLC and serves as a notary public, providing document notarization services as needed. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Noelle Milestone is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Bank since 2019, with prior experience at Heafner Financial and SunTrust Advisory Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both non-discretionary and discretionary services, including unique offerings such as insurance-related vehicles and bank deposit sweep programs.

Warren Chapman is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at Merrill since 2024 and previously held positions at Bethune Cookman University, Bank of America, and the Town of Cornelius staff. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Bellury is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones in 2020, he worked at TIAA and TIAA-CREF from 2005 to 2018. Outside of his advisory role, he is a partner in IEnate, LLC, a coaching and consulting business based in Charlotte, NC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,000 financial advisors.

Christopher Sconzo is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Vanguard-related entities since 2012 and is the owner of Family Dough, a restaurant in Mint Hill, NC. Vanguard Advisers provides 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 serves a large client base through its digital delivery and team servicing model.

Richard Drew is a financial advisor at Vanguard Advisers with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Vanguard Advisers, he worked at firms including SEDNA Wealth Management, Wells Fargo Distributor, and Summit Financial. Outside of his advisory role, he is the founder and managing member of TenTen Capital, LLC, which provides real estate consulting and educational services, and he offers personal financial counseling to military service members through Magellan Federal. Vanguard Advisers delivers automated and human-supported investment advice primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to construct portfolios largely from Vanguard funds and ETFs, emphasizing scale and digital delivery with a substantial advisor team supporting a large client base.

Hannah Mitchell is a Financial Consultant with extensive experience in financial planning and investment services. She has held multiple roles at Fidelity Investments, including Planning Consultant, Relationship Manager, and Financial Representative between 2023 and 2025. Prior to this, she worked in European acquisitions at Medical Properties Trust and held positions in quality, risk, and security at Deloitte Luxembourg, as well as an internship in global liquidity and cash management at HSBC. With over five years of experience and having lived and worked internationally, Hannah has developed a thorough understanding of financial planning concepts. She emphasizes the importance of personalized financial plans tailored to each client's unique story and aims to build trustworthy and long-lasting relationships. Outside of her professional work, Hannah is involved in family activities, parenthood, tennis, theater, traveling, and volunteering.

Joshua Miller is a financial advisor at Vanguard Advisers with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Members Trust Company, SeCU Life Insurance Company, Credit Union Investment Services, SeCU Brokerage Services, and State Employees Credit Union. He has been with The Vanguard Group since 2022. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations largely invested in Vanguard funds and ETFs, supporting a high client-to-advisor ratio through its digital platform and team servicing model.

Peter Livingston is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. He has been with LPL Financial since 1997. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, and institutional platforms, supported by extensive research and technology tools.

Scott Tinsley is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Vanguard Advisers since 2019 and has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 2007. His other business activities include serving as a fiduciary in several family-related roles. 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 proprietary methodologies to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor teams.

Joshua Brumbach is a financial advisor with Vanguard Advisers, holding a Series 66 designation and two years of industry experience. His background includes roles at Vanguard Marketing Corporation and The Vanguard Group, as well as positions at the University of Georgia and Cannon Financial Strategists, Inc. 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 approach using proprietary models, constructing portfolios largely from Vanguard funds and ETFs with various customization options.

Joshua Spence is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with The Vanguard Group since 2004. Outside of his advisory role, he acts as an executor and power of attorney for a family member. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing a large client base through a combination of automated platforms and advisory teams.

Ashley Martin is a financial advisor with Vanguard Advisers in Charlotte, NC. She holds Series 63 and Series 66 designations and has 12 years of industry experience. Martin has worked with Vanguard marketing Corporation and The Vanguard Group, Inc. since 2013 and has been with Vanguard Advisers since 2019. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Dwayne Bordelon is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Edward Jones and Allstate Insurance Co. He is also employed by The Vanguard Group and Vanguard Marketing Corporation. Vanguard Advisers provides 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 primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital delivery and a team servicing model.

Noah Tatum is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and one year of industry experience. His prior roles include positions at the University of Arkansas at Monticello and Allied Universal Security Services. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm serves a broad client base with both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Glenn Ford Jr. is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding CFP® and Series 63 designations and bringing 29 years of industry experience. He has worked at The Vanguard Group, Inc. and its affiliates since 1999 and has been self-employed since 2026. Outside of his advisory work, Ford serves as treasurer on the board of Marvin Community Development Services Corporation, a nonprofit focused on community development, and is a general board member of the Alpha Communities Foundation, a fraternity-related nonprofit. 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 approach using proprietary models and largely invests through Vanguard funds and ETFs, supporting a high client-to-advisor ratio enabled by digital delivery and scalable portfolio management solutions.

David Ackerman is a Series 66-registered financial advisor with Wells Fargo Clearing, based in Charlotte, NC, and has three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has held positions at Wells Fargo Bank and Citizens Bank NA in prior years. Outside of his advisory role, he serves as the treasurer for Guardians of the Children, a nonprofit organization focused on education. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary in delivering tailored plan solutions.

Walter Orebaugh is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes positions at Vanguard Marketing Corporation and The Vanguard Group, Inc. He also has experience with The Masters at Augusta National Golf Club and the University of South Carolina. 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 approach, constructing portfolios mainly from Vanguard funds and ETFs with various tax-aware and customization features.

Troy Spies is a CFP® with 11 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2017. He has been associated with Vanguard marketing Corporation and The Vanguard Group, Inc. since 2014. Based in Charlotte, NC, Spies holds a Series 63 designation. 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 investment approach utilizing proprietary models and primarily constructs portfolios with Vanguard funds and ETFs.