Latasia Ingram is a financial advisor at Vanguard Advisers with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of her advisory role, she is involved in property management through LMI Properties, LLC. 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 construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through its digital delivery platform.

Tia Moore is a Series 66 licensed financial advisor with Merrill, based in Charlotte, NC, and has two years of industry experience. She previously worked at Thrivent Financial and Truist Bank, among other institutions. Outside of her advisory role, she is the managing member of two for-profit companies focused on business and community development and real estate. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jon Riley is a CFP®-certified financial advisor with 24 years of industry experience, currently affiliated with LPL Financial since 2004. He previously worked at Equitable Advisors for one year. His other business activity includes operating Endeavor Wealth Management in Charlotte, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and technology tools, and oversees over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Derek Whitmire is a Certified Financial Planner® with 21 years of experience, currently serving at Vanguard Advisers since 2005. He holds the Series 63 license and is based in Charlotte, North Carolina. 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, serving a large client base through a digital platform supported by over 2,200 advisors.

James Galati is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He previously worked at Vanguard Group for three years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves multiple registered investment companies with structured oversight and governance practices.

Stephen Sloan is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Securities, Inc. in 2002. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Daniel Stafford is a CFP® with 18 years of industry experience and has been with The Vanguard Group, Inc. since 2007. He is based in Charlotte, NC and holds a Series 63 license. Vanguard Advisers provides both 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, utilizing proprietary methodologies and primarily Vanguard funds and ETFs to construct personalized portfolios.

Larry Sparks is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 66 and Series 63 licenses and has prior work history at Morgan Stanley, E*Trade Securities LLC, and the US Border Patrol. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach. The firm manages a large client base through a digital platform, offering portfolios primarily constructed from Vanguard funds and ETFs with various customization options.

Drake Dalton is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and various self-employed ventures. He has also worked in academic settings, including Utah Valley University and Brigham Young University. 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 construct portfolios primarily from Vanguard funds and ETFs, featuring tax-aware strategies and multiple customization options.

Andrew Venne is a financial advisor at Vanguard Advisers with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard and its affiliated entities since 2011. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm combines algorithm-driven, goal-based portfolio construction with extensive use of Vanguard funds and ETFs, managing a large client base through a digital platform supported by over 2,200 advisors.

Kent Fox is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1998 and holds the Chartered Retirement Planning Counselor (CRPC) designation from The College for Financial Planning Institutes Corp. In addition, he is approved to use the Merrill title of Senior Portfolio Advisor, which allows him to manage custom investment strategies on a discretionary basis and select from a wide range of Merrill model portfolios and third-party investment strategies. Kent's professional experience includes coordinating the financial affairs of families, retirees, corporate executives, and business owners while employing a goals-based approach to wealth management. He graduated first in his department from Penn State University with a Bachelor of Science degree. Prior to his university education, Kent served 3.5 years in the U.S. Army, attended the U.S. Army Ranger Leadership School, and served six months in Somalia during Operation Restore Hope. Kent currently resides in Fort Mill, SC with his wife Denise and their three children. He enjoys fishing, hiking, traveling, and spending time with his family. He actively contributes to his church, the YWCA of the Carolinas, and Veteran's Bridge Home in Charlotte. After 15 years of volunteering for his children's sports, school clubs, and fundraising, he is currently in transition from those activities.

Lorenzo Perez is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2018. Outside of his advisory role, he owns and operates COZY EMANATIONS, LLC, a candle and fragrance retail business. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Rodney Brown is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Fidelity Investments, NYLIFE Securities LLC, New York Life Insurance Company, and First Command Financial. Before entering the financial sector, he worked at The Home Depot for 15 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Kristine Conroy is a Series 66-registered advisor with Vanguard Advisers, where she has worked since 2024. She has two years of industry experience, including roles at Vanguard Marketing Corporation and The Vanguard Group. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisor teams.

Michael Pasalich is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He began his career at Fidelity Investments as a Financial Representative in 2015, transitioning to an Investment Consultant position in 2016 before advancing to his current role. Michael works with a diverse client base that includes professionals, business owners, non-profits, and retirees. He focuses on building long-term relationships and helps clients navigate the complex and diverse world of investing through a clear and collaborative approach. Having lived and worked internationally, Michael brings a unique perspective and life experience to his role. Further details regarding his education, credentials, personal interests, or community involvement were not provided.

Carl Rodgers is a CFP®-designated financial advisor with Raymond James Financial, based in Denver, NC, and has 34 years of industry experience. He has been with Raymond James since 2011 and also serves as a financial advisor at Peoples Bank/Peoples Investment Services. Outside of his advisory work, he acts as a power of attorney for personal matters. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary consulting using analytical tools and supports municipal and public finance activities through its unique affiliations.

Jada Lee Sessions is a financial advisor at Ameriprise in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, her work background includes roles in healthcare staffing, chiropractic services, and franchise management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christina Crawford is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank N.A. since 2001. Outside of her advisory role, she is involved as a check signer for her spouse’s film and music production business. 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 combines internal research and third-party analytics to guide investment decisions and offers a broad range of brokerage and advisory solutions.

Michael Berardi is a Series 66 licensed financial advisor with Wells Fargo Clearing in Charlotte, NC, where he has worked since 2016. He has 10 years of experience in the financial industry. 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 and other sources.

Mia Barnes is a financial advisor with Ameriprise in Huntersville, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.