Hanna Bertrand is a financial advisor at Vanguard Advisers with a Series 66 designation and three years of industry experience. She has worked at Vanguard Advisers and related Vanguard entities since 2026 and previously spent five years at Plotkin Financial Advisors and Independent Financial Group, LLC. 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 proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Kaitlin Stacey is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at PNC Investments and has been with Vanguard since 2026. Outside of her advisory role, she has worked as a server and bartender at Warehouse 18 Venues. 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 to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through a combination of digital delivery and advisor support.

Lakisha Allen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, acting as an ERISA fiduciary and providing discretionary investment options tailored to plan objectives and risk tolerances.

Alan Morgan is a financial advisor with LPL Financial in Mooresville, NC, holding a Series 66 credential and 15 years of industry experience. He previously worked at IFG Advisory, LLC and Carolina Planning Consultants, LLP. Outside of his advisory work, he serves as a FINRA arbitrator and works as an ice hockey official. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and access to third-party research and subadvisors.

Kevin Stahler is a CFP® with 16 years of industry experience, currently serving at Vanguard Advisers since 2025. He has been associated with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2010. 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 emphasizes personalized asset allocation and a broad range of customization options.

Jeremy Mitchell is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to joining Vanguard in 2021, he worked at BBVA-affiliated firms from 2019 to 2021 and at TIAA from 2014 to 2019. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, primarily serving retail investors and 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.

Andrew Patrick is a financial advisor with Vanguard Advisers, holding a Series 66 designation and based in Charlotte, NC. He has one year of industry experience and has worked at multiple Vanguard affiliates since 2025. Prior to joining Vanguard, his background includes roles outside of financial advising, such as positions at YouGov and OSI Americas. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible 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, with a focus on digital delivery and scale.

Nicholas Bernick is a financial advisor with LPL Enterprise, holding a Series 66 designation and having recently entered the industry. His prior experience includes roles at Prudential Advisors, Northwestern Mutual, Johnson Brothers Mutual, and various positions outside finance such as at Power Home Remodeling and Hot Corner Athletics. He volunteers with the Miracle League of Greater Charlotte. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, model portfolio management, and access to brokerage and insurance products through an integrated platform.

David Wilson is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with Vanguard since 2012 in various roles and has operated Words of Wilson, LLC as a writer since 2020. Outside of advising, he is involved in writing through his own business. 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 with personalized asset allocations, managing a large client base through its digital platform and team servicing model.

Christopher Coffman is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 66 designations and has 10 years of industry experience, all with The Vanguard Group since 2016. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Randolph Roark is a CFP® with 22 years of industry experience and has been with Vanguard Advisers since 2011. He also holds experience with Vanguard Marketing Corporation and The Vanguard Group, Inc., where he has worked since 2004. 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 investment approach and manages a large client base using a combination of proprietary technology and team servicing.

Steven Clarke is a CFP® and Series 66 licensed advisor with 15 years of industry experience. He has worked at Vanguard Advisers, Inc., Vanguard Marketing Corporation, and The Vanguard Group, Inc. since 2019, and previously was with TIAA-CREF Individual & Institutional Services from 2016 to 2019. 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 employs a goal-based, algorithm-driven approach and primarily constructs portfolios with Vanguard funds and ETFs.

Sean Molloy is a financial advisor with Vanguard Advisers holding Series 66 and Series 63 designations and four years of industry experience. He has worked at The Vanguard Group since 2022, with prior roles at various companies including Valet Living and College HUNKS Hauling Junk. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Samuel Sissine is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at National Life Group and Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Charles Stoner is a financial advisor with Morgan Stanley in Cornelius, NC, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and economic modeling as part of its financial planning process.

Grover White IV is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for his father's trust. 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 sources.

Joshua Hollar is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds a minority ownership in OutsideIn Entertainment LLC, a virtual reality video game company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options among its offerings.

Jermile Hayes is a CFP® with 12 years of industry experience, currently advising at Fidelity. His prior roles include six years at THE Vanguard Group, Inc., and additional experience at Fidelity Brokerage Services LLC and Carolina Talent. He serves as an advisory board member for Elon University’s Love School of Business, where he engages with students and supports job opportunity initiatives. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Karen Henry is a financial advisor at Vanguard Advisers with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at Vanguard-related entities since 2020, as well as at Bankers Life and Casualty Company from 2018 to 2020. Karen was previously involved with Nevergreen Farm LLC from 2015 to 2018. 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 primarily featuring Vanguard funds and ETFs, with a focus on scalability and digital delivery.

Chase Miller is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Vanguard Advisers since 2019 and is also employed by The Vanguard Group, Inc. and Vanguard Marketing Corporation. 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 that incorporates proprietary methodologies and largely Vanguard funds and ETFs. The firm manages a high volume of client relationships through its digital platform and team servicing model.