Larkin Wobbe is a CFP® certified financial advisor with 12 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, where he has worked since 2022. Prior to this, he held positions at Wells Fargo Bank, Wells Fargo Clearing, and Equitable Advisors. Outside of his advisory role, he is also an associate at Williamson Wealth Group, contributing over 80 hours monthly to client service and acquisition. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports a broad advisor network with services that incorporate advanced analytical tools and technology.

David Baucom is a financial advisor at LPL Financial with over 21 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial since 2007, following two years at A. G. Edwards & Sons, Inc. Baucom is involved with SAGE Insurance Partners, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joelle Walker is a financial advisor with Merrill in Mooresville, NC, holding a Series 66 designation and four years of industry experience. Her prior experience includes roles at Bank of America and Wells Fargo Clearing Services. 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 individuals, high-net-worth clients, and institutional investors.

Mark Arigo is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2023. Outside of his advisory role, he works as a part-time coach and trainer at Lake Norman Athletic Club. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with algorithmic tools and delivers personalized advice through a centralized consulting team.

Michael Quinones is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. His background also includes time at the University of Central Florida and a brief role at 4 Rivers Smokehouse. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving 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, supported by a high client-per-advisor ratio reflecting its scale and digital delivery model.

Zachary Pepper is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 credential and three years of industry experience. He has worked at The Vanguard Group since 2022 and has prior experience with Reckitt, the U.S. Department of Commerce, and various educational institutions. Outside of advising, he manages a rental property in Charlotte. 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 investment approach using proprietary models and offers portfolios constructed mainly from Vanguard funds and ETFs.

Charles Hamm is a financial advisor with Vanguard Advisers, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard in 2025, he worked at ArcBest and Coyote Logistics. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s approach combines goal-based, algorithm-driven strategies with portfolios primarily constructed from Vanguard funds and ETFs, supported by a large advisory team managing a high volume of client relationships.

Daniel Russell is a financial advisor with Vanguard Advisers holding a Series 66 designation. He has been with Vanguard and its affiliates since 2026. Prior to joining Vanguard, he worked in the European Image Salon Suppliers industry and at Lowe's. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and advisory team.

Jason Shell is a CFP® professional with 27 years of industry experience, currently serving at Raymond James Financial since 2009. His prior experience includes roles at Wells Fargo Advisors and C F Parks Inc. Outside of his advisory work, he is owner of Shell Wealth Management, Inc., a support company, and manages RT Property Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning using analytical tools, supports municipal and public finance work, and delivers specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Edward Ferko Jr. is a CFP® with 24 years of experience in the financial services industry. He has been with Vanguard Advisers since 2019 and has held roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2001. 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 investment approach using proprietary models and offers scalable digital delivery supported by a team of over 2,200 advisors.

Andrew Roush is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and six years of industry experience. He has worked with The Vanguard Group and its affiliates since 2021 and previously held roles at Equitable Advisors and Axa Advisors. Outside of his advisory work, he has experience in the food service industry, including working as a bartender and server. 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 and manages a large client base through a combined automated platform and team servicing model.

Jared Newman is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including Cetera, First National Bank of Pennsylvania, and SunTrust Advisory Services. Newman also serves as a Regional Director and Senior Vice President of Private Banking at United Community Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for advisors, and oversees over $819 billion in discretionary assets.

Matthew Spaziani is a financial advisor at Vanguard Advisers with a Series 66 designation and five years of industry experience. He has worked at several Vanguard-affiliated entities since 2021 and has prior experience at Ally Invest Securities, MassMutual, Liberty Mutual Insurance, and Blackstone Labs. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models and predominantly Vanguard funds and ETFs, managing a large client base through a combination of digital platforms and advisor teams.

Chad Epting is a financial advisor with Edward Jones in Concord, NC, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He worked at ProEquities, Inc. and Protective Life from 2003 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its large network of advisors and branches, offering fiduciary advisory services and affiliated investment capabilities.

Jolie Bishop is a financial advisor with Ameriprise in Huntersville, NC, holding a Series 66 designation. She has been with Ameriprise since 2023 and has prior experience in education and hospitality, including five years at Midwood Smokehouse and four years at Auburn University. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Garrett Barkley is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes multiple roles at The Vanguard Group since 2013, along with two years at Infosys. Vanguard Advisers offers 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 tax-aware features and a range of customization options.

Lauren Bonner is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. She has been with Vanguard Advisers since 2025 and also has a marketing role at Charlotte Helicopters, a helicopter rides business, since 2017. 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 methodologies and offers customizable portfolios primarily composed of Vanguard funds and ETFs.

Richard Yakubu is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Vanguard Advisers, Inc. since 2021 and has been associated with The Vanguard Group and Vanguard Marketing Corporation since 2018. Prior to that, he held positions at the Swain Center and the University of North Carolina Wilmington. Vanguard Advisers provides 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 personalized asset allocations largely constructed from Vanguard funds and ETFs.

Avner Israel is a financial advisor at Vanguard Advisers with six years of industry experience. He holds a Series 66 designation and has worked at Vanguard and its affiliates since 2021. Prior to that, he was with First Command Advisory Services and First Command Financial Planning. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that incorporates proprietary models and largely Vanguard fund-based portfolios. The firm manages a large scale of client relationships through a hybrid digital and advisor-supported platform.

Michael Pfeffer is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale with approximately $671 billion in assets under management and more than 14,000 financial advisors, offering both brokerage and advisory solutions.