Christopher Sconzo is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 registrations and 13 years of industry experience. He has been with Vanguard-related entities since 2012 and is the owner of Family Dough, a restaurant business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, using a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisory teams.

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.

Austin Atkinson is a financial advisor at Vanguard Advisers with two years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including TIAA and Grant Thornton. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants through its digital and personal advisor services. The firm’s approach combines algorithm-driven, goal-based strategies with portfolios constructed mostly from Vanguard funds and ETFs, offering various customization and tax-aware features.

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 credentials and bringing 38 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, he is involved with Livingston Financial, a business related to his work at LPL. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research, model portfolios, and various management approaches.

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. He holds a Series 63 designation and began his advisory career in 2025. Prior to this, he has experience in security services and education roles. 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.

Edwin Porter is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Harrisburg, NC. He has four years of industry experience, including 14 years at TIAA prior to joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary solutions, separately managed accounts, and affiliated mutual funds.

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.

Larkin Wobbe is a CFP® professional with 12 years of experience in financial advisory. He is currently with Raymond James Financial Services Advisors, where he has worked since 2022, following several years at Wells Fargo in various advisory roles. Outside of Raymond James, Wobbe is involved as an associate financial advisor at Williamson Wealth Group, where he supports client servicing and acquisition. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized programs in municipal and public finance.

David Baucom is a financial advisor with LPL Financial in Concord, NC, holding the Series 66 designation and having 21 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by model portfolios and research from multiple sources.

Joelle Walker is a financial advisor with Merrill based in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Her work history includes roles at Bank of America, Merrill, Wells Fargo Clearing Services, and several real estate-related firms. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.