Ryan Myles is a financial advisor with Vanguard Advisers, holding a Series 66 designation and based in Charlotte, NC. He has been with Vanguard Advisers and affiliated Vanguard entities since 2025. Outside of his advisory role, his background includes involvement with organizations such as Local On The Water and Crooked Floor Tavern. 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 approach using proprietary models to create personalized portfolios primarily made up of Vanguard funds and ETFs.

Zachary Brown is a financial advisor with Primerica Advisors in Midland, NC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Primerica, he worked at Stanly County Schools and held academic roles at Xavier University and Mars Hill University. Outside of his advisory work, he owns Brown Legacy Enterprise, a non-investment related business based in Charlotte, NC. Primerica Advisors is a large institution serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-driven strategies managed by unaffiliated asset managers and utilizes custodial services from Pershing.

Cody Eggers is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Vanguard-affiliated firms since 2017 and previously worked at Wheeling Jesuit University from 2013 to 2017. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach to construct portfolios primarily from Vanguard funds and ETFs, offering various customization options and managing a large client base through digital delivery and team servicing.

Andrew Wallace is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds a Series 66 designation and has been in the industry for less than one year. His prior experience includes roles outside of financial services at companies such as iVox Solutions and Advanced Call Center Technologies. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Wright is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations.

Gary Mcpherson II is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cambridge since 2013. Outside of his advisory role, Mcpherson serves on several nonprofit boards, including the American Financial Education Alliance and the Spirit Club Foundation, and volunteers as a financial literacy teacher. He is also a co-author of "Remarkable Retirement, Volume 2" and participates in advisory groups and community education initiatives. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions—including proprietary and third-party model strategies—with both discretionary and non-discretionary implementations tailored to client objectives.

James Burney is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2016. He holds the Series 66 designation and is based in Charlotte, NC. Burney’s career has been focused within The Vanguard Group, Inc. Vanguard Advisers delivers 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, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform and team service model.

Nicholas Tracy is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 66 and Series 63 licenses and six years of industry experience. His work history includes roles at Vanguard Advisers, Vanguard Marketing Corporation, The Vanguard Group, Royal Alliance Associates, and Goodwin Insurance Agency. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with personalized asset allocations and portfolios constructed mainly from Vanguard funds and ETFs.

Samitha Kukkillaya is a financial advisor at Vanguard Advisers with two years of industry experience. She holds the Series 66 and Series 63 licenses. Her professional background includes roles at The Vanguard Group, TIAA, and previous self-employment. Vanguard Advisers delivers automated and human-supported investment advice primarily to retail investors and retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach and manages a large client base through its digital platform and team servicing model.

Amber Robinson is a financial advisor with Ameriprise in Huntersville, NC, holding CFP®, ChFC®, and Series 66 designations and bringing 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, she is a co-owner of RGAA, LLC, which supports her practice operations. Ameriprise serves individuals approaching or in retirement, primarily those with at least $1 million in net investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ryan Rubin is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He is based in Huntersville, NC, and holds a Series 66 license. Outside of his advisory role, Rubin is a part owner of an e-commerce business focused on wholesale product research and sales on Amazon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branches.

Sm Omi is a financial advisor at Vanguard Advisers with Series 66 and Series 63 credentials and four years of industry experience. Their background includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Bank Asia Ltd. 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 approach to create personalized portfolios primarily composed of Vanguard funds and ETFs, employing tax-aware strategies and offering various customization options.

Donal Barrett is a financial advisor with Wells Fargo Clearing who holds Series 63, Series 65, and Series 66 designations and has 16 years of industry experience. Prior to joining Wells Fargo in 2025, he spent ten years at The Vanguard Group. Outside of his advisory work, he assists wheelchair-bound passengers at the airport as a Passenger Service Assistant. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Noah Allmaras is a CFP® professional with seven years of industry experience, currently affiliated with Edward Jones since 2022. Prior to Edward Jones, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC, as well as The Vanguard Group Inc. and PNC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Jones is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has worked at Wells Fargo Advisors and affiliated entities since 2009 and currently operates Optio Wealth Management LLC, an independent financial practice based in Huntersville, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, using proprietary research and tools to develop tailored recommendations. The firm integrates advisory services with various financial products and referral channels.

Angelo Patterson is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. He has worked with various Vanguard entities since 2021 and previously held positions in healthcare and financial services. Vanguard Advisers delivers 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 constructs portfolios mainly from Vanguard funds and ETFs, offering a range of customization options.

Brooke Wirtheim is a financial advisor at Vanguard Advisers with one year of industry experience. She holds a Series 66 designation and has worked at various Vanguard entities since 2025. Prior to her advisory role, her background includes positions at H&R Block, Eaton Corporation, and Inspire Wealth Management and Consulting. Vanguard Advisers delivers 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 a broad selection of Vanguard funds and ETFs. The firm manages a large client base through a digital platform supported by a team of more than 2,200 advisors.

Michael Rothstein is a financial advisor at Vanguard Advisers with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Vanguard Advisers, he worked at Truist Advisory Services and RSM US Wealth Management LLC. Vanguard Advisers delivers automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily constructs portfolios from Vanguard funds and ETFs.

Donald Feagans is a CFP® professional with over 21 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. He has been with Vanguard since 2004, including roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., and has additional work experience at Amazon. 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 to set personalized asset allocations, with portfolios built mainly from Vanguard funds and ETFs and offering a range of customization options.

Andre Pitts is a financial advisor at Equitable Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group and LPL Financial. Outside of his advisory role, he operates as a notary public and works as a rideshare driver in Charlotte, NC. 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 employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.