Fiona Coupe is a financial advisor with Vanguard Advisers, holding a Series 66 designation and eight years of industry experience. She has worked with Vanguard Advisers, The Vanguard Group, Inc., and Vanguard Marketing Corporation since 2018. Prior to that, she was associated with The University of Alabama and Johan Inc. Her background includes roles in higher education and community services. 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 investment approach and manages a broad client base with a combination of Vanguard funds and ETFs.

Tyler Aiken is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds the Series 66 designation and is based in Davidson, NC. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

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.

Jeffrey Bierbower is a financial advisor at Vanguard Advisers with five years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Merrill Lynch, Bank of America, and MCJ Consulting. He is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, serving retail investors and retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily invests in Vanguard funds and ETFs.

Austin Mistry is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Trinity Wealth Securities, Florida Financial Advisors, and Tristate Financial Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. Their process integrates centralized due diligence with quantitative and qualitative research and includes a broader derivatives and commodities capability compared to many institutional advisory programs.

Stacie Wolfe is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options with approximately $1.01 trillion in assets under management. The firm maintains a large nationwide network of advisors and branch offices and combines advisory services with affiliated capabilities such as a trust company and mutual funds.

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.

Eric Dean is a financial advisor with Equitable Advisors in Mooresville, NC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Equitable Advisors since 2018 and previously held positions at AXA Advisors, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance. Outside of his advisory role, he serves as Director of Alumni Engagement for the Babson Alumni Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs and third-party asset managers, offering diversified investment options without sponsoring its own wrap fee program.

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® with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His career includes roles at Morgan Stanley and Merrill prior to joining Vanguard in 2019. Vanguard Advisers offers 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 investment approach with portfolios constructed mainly from Vanguard funds and ETFs, combining scale and digital delivery to manage a large base of client relationships.

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.

James Benson is a Certified Financial Planner® with 18 years of industry experience, currently serving at Vanguard Advisers. He has worked with Vanguard Marketing Corporation and The Vanguard Group since 2018 and previously spent 19 years at Plaza Park Bank. Outside of his advisory role, he is the owner and CEO of Benbrook Imports, Inc., a business specializing in importing wine. 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 composed of Vanguard funds and ETFs. The firm is notable for its scale, digital delivery platform, and a client-focused model serving hundreds of thousands of investors through more than 2,200 advisors.

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.