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.

Joel Matthews is a financial advisor at Edward Jones in Concord, NC, holding a Series 66 designation and with six years of industry experience. Prior to joining Edward Jones in 2022, he worked at Bank of America NA/Merrill Lynch from 2019 to 2022 and held positions at Bank of America, Dick's Sporting Goods, and the Kansas City Royals. 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 under management, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Raaj Gupta is a Series 66-licensed financial advisor with 17 years of industry experience, currently working at Vanguard Advisers. His career includes roles at TD Ameritrade, PNC Wealth Management, Merrill, and Alpha Sights, where he participates as a consultant. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, combining digital delivery and a large advisor team to serve a broad client base.

Nikhil Nayar is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes positions at LPL Financial and multiple roles within The Vanguard Group. Outside of finance, he has experience working with the Tennis Is Fun Academy. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported advice. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily Vanguard funds and ETFs, offering a range of customization options and managing a large client base with a team servicing model.

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.

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.

Katherine Nutt is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Her prior work includes roles at Southern Crown Partners LLC, Anheuser-Busch, and various educational and entrepreneurial positions. 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 create personalized portfolios primarily composed of Vanguard funds and ETFs.

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.

Christopher Johnson is Vice President and Private Wealth Management Advisor at Fidelity Investments, where he has been serving since 2011. In this role, he works closely with a select group of high net worth client families, focusing on understanding their investment philosophies, family communication, future planning, and the purposeful use of their wealth. He has extensive experience within Fidelity Investments, previously holding positions as Vice President and Regional Planning Consultant from 2006 to 2011, Financial Representative III from 2002 to 2006, and Financial Representative II from 2000 to 2002. Prior to joining Fidelity, Christopher was a Financial Advisor at Morgan Stanley Dean Witter from 1998 to 2000. Outside of his professional career, Christopher enjoys outdoor activities and hobbies including camping, attending concerts, cooking and baking, hiking, and skiing.

Nicholas Tracy is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and six years of industry experience. His previous roles include positions at Royal Alliance Associates, Goodwin Insurance Agency, and several financial firms dating back to 2017. He has been with Vanguard since 2021 across multiple affiliated entities. Vanguard Advisers provides both automated and human-supported investment advice, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, utilizing proprietary methodologies to create personalized portfolios mainly composed of 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 and has worked with Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2025. Prior to her current role, she was employed at TIAA and has diverse experience including self-employment and work outside the financial sector. Vanguard Advisers provides 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 utilizes a goal-based, algorithm-driven approach, constructing portfolios mainly from Vanguard funds and ETFs with various tax-aware and customization features.

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 five years of industry experience. They hold Series 63 and Series 66 designations and have worked at several Vanguard affiliates since 2021, including Vanguard Marketing Corporation and The Vanguard Group, Inc. Prior to that, Sm held roles at Bank Asia Ltd, Pennsylvania State University, and Scholastica School Pvt Ltd. Vanguard Advisers provides both 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 to create personalized portfolios primarily composed of Vanguard funds and ETFs, emphasizing scalability and digital delivery across a broad client base.

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 eight years of industry experience. He is currently with Edward Jones, where he has worked for four years. His prior roles include positions at E*TRADE Capital Management, E*TRADE Securities, The Vanguard Group, 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 investment strategies, including discretionary and non-discretionary wrap fee solutions, and operates 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 since 2022, following six years at Wells Fargo Clearing. Jones owns and operates Optio Wealth Management LLC, an independent practice based in Huntersville, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. Its offerings include a broad range of planning services, from retirement and education to specialized areas like business-owner transition and special-needs planning.

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.