Jeffrey Bierbower is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Vanguard Group, Vanguard Marketing Corporation, and previously at Bank of America and Merrill Lynch. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary models and offers a broad range of customizable portfolios primarily composed of 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 and having two years of industry experience. His prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors, and Tristate Financial Advisors. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, futures commission merchant, and commodity pool operator registrations.

Stacie Wolfe is a financial advisor at Edward Jones with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. She is based in Stanley, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Rurik Alconaba is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 65 and Series 63 designations and three years of industry experience. His prior roles include positions at TIAA Financial Services and The University of North Carolina at Charlotte. Vanguard Advisers provides both 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 approach with portfolios constructed largely from Vanguard funds and ETFs, supported by a large advisory team and a scalable digital platform.

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 prior roles include positions at LPL Financial, CUNA Brokerage Services, Santander Securities, and Citizens Bank. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that leverages multiple advisory platforms and offers both discretionary and non-discretionary investment solutions.

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.

Robert Suddreth is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. He previously worked at The Vanguard Group, Inc. and spent nearly two decades at American Tire Distributors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Mark Jones is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. He has been with Vanguard and its affiliated entities since 2019. Vanguard Advisers offers both 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 to create personalized asset allocations primarily constructed from Vanguard funds and ETFs.

Brian Hill is a financial advisor with LPL Financial in Huntersville, NC, holding Series 63 and Series 66 designations and 26 years of industry experience. His prior experience includes six years at Ameriprise Financial Services, Inc. Before joining LPL Financial in 2018, he developed expertise in financial advisory services. LPL Financial serves a broad client base including individuals, retirement plans, and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.

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 with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at TIAA-CREF Individual & Institutional Services and Randstad. Outside of her advisory work, she has participated in online user research surveys as an independent contractor. 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 offers both brokerage and advisory solutions, managing approximately $671 billion in assets through a large network of financial advisors.

Daniel Boehm is a financial advisor with LPL Financial in Concord, NC, holding Series 63 and Series 66 registrations and 15 years of industry experience. He previously worked at Edward Jones for 15 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management supported by a range of model portfolios and research.

James Lowry serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this capacity, he provides financial advice and guidance to clients, focusing on managing individual wealth and retirement benefits. He holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC), reflecting his expertise in retirement planning and fiduciary responsibilities. James Lowry earned a Bachelor's Degree from Saint Thomas Aquinas College.

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® with 17 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with The Vanguard Group and Vanguard Marketing Corporation since 2018 and previously worked at Plaza Park Bank for 19 years. Outside of his advisory role, he is the owner and CEO of Benbrook Imports, Inc., a wine importing business. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct personalized portfolios primarily composed of Vanguard funds and ETFs.

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 with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience and previously worked in various roles including positions at Florida International University and several restaurant ventures. 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 to portfolio construction, utilizing Vanguard funds and ETFs with various customization options and tax-aware features.