Trevor Mann is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Vanguard, he worked at Pacific Gateway Equity and has operated his own business, Trevor L Mann, LLC, since 2022. 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 and primarily constructs portfolios with Vanguard funds and ETFs, offering a range of customization options and servicing a large client base through a combination of digital platforms and advisor teams.

Daniel Dyer is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at several Vanguard entities since 2022 and positions in the automotive and moving industries before that. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, and it serves a large client base through a combination of digital platforms and advisor teams.

Elisha Boyd is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. In addition to her advisory role, she owns E.B. And Associates LLC, a men's fashion business focused on wardrobe styling and consulting. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs. The firm serves a large client base through a scalable digital platform supported by over 2,200 advisors.

Trinity Shorter is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 credential. They have one year of industry experience and previously worked with Morgan Hunter Education and Successful Enterprises. Trinity completed their education at Howard University. 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 with portfolios primarily composed of Vanguard funds and ETFs.

Patrick Penuel Jr. is a financial advisor at Vanguard Advisers with Series 66 and Series 63 credentials and one year of experience at the firm. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., Trane Technologies, and North Carolina State University. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisory services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to set personalized asset allocations and manages a high volume of client relationships with a combination of automated platforms and team servicing.

Alyssa Baldyga is a financial advisor at Vanguard Advisers with two years of industry experience. She holds a Series 66 designation and has previously worked at firms including UBS and Aston Carter. Outside of finance, her background includes roles in the restaurant and hospitality industries. Vanguard Advisers provides both 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 with portfolios constructed mainly from Vanguard funds and ETFs, supported by a digital platform and a large advisory team.

Rick Cruz is a financial advisor at Vanguard Advisers with six years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to his current role, Cruz has worked at Primerica Advisors, Wells Fargo, TIAA-CREF, and has been involved in real estate sales and music recording through his ownership of several businesses. He is the owner of Biltmore Records, Inc., a music recording company. Vanguard Advisers offers 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 through Vanguard funds and ETFs. The firm manages a large client base via its digital platform and team servicing model.

Katie Riegel is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 designations and eight years of industry experience. She has worked with Cambridge Investment Research Advisors since 2018 and is also involved as an independent insurance agent and the treasurer of the Mooresville Youth Baseball Association. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services through a broad network of financial professionals and multi-platform account implementation.

Machaka Young is a CFP®-designated financial advisor with Vanguard Advisers, bringing eight years of industry experience. His career includes roles at Northwestern Mutual Investment Services LLC and The Vanguard Group, Inc. Young is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with personalized asset allocations constructed mainly from Vanguard funds and ETFs.

Michael Alonso is a financial advisor at Vanguard Advisers with 18 years of industry experience. He holds the Series 66 designation and has worked previously with firms including Scottrade, TD Ameritrade, and Wells Fargo. Outside of his advisory role, he is involved as a landlord and owner of Kim Driver Properties LLC. Vanguard Advisers offers 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 investment approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Juan Quiroz Lopez is a financial advisor with Vanguard Advisers, holding a Series 66 designation and based in Charlotte, NC. He has been with Vanguard since 2025, with prior experience that includes roles at Vanguard Marketing Corporation and The Vanguard Group, as well as work outside the financial industry at Platinum Used Cars and GCC Auto Sales. Juan also spent several years affiliated with the University of North Georgia. 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, constructing portfolios mainly from Vanguard funds and ETFs and offering a range of customization options.

Alfred Current IV is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard and its affiliates since 2016. In addition to his advisory role, Alfred serves as an officer in the North Carolina Army National Guard, focusing on training and equipment accountability. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services for retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to construct portfolios primarily from Vanguard funds and ETFs, emphasizing scale and digital delivery.

Ying Sun is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Clearing in 2021, Ying worked at Northwestern Mutual and Wells Fargo Bank. Before entering the financial industry, Ying spent four years as a homemaker. 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 solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Kimberly Whitlock is a CFP® certificant with 20 years of experience in the financial industry. She has been with The Vanguard Group, Inc. since 2006. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies to set personalized asset allocations, constructing portfolios mainly from Vanguard funds and ETFs with various customization options.

Jeffrey Kendall is a financial advisor with LPL Financial in Huntersville, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2007 and also operates Triumvirate Financial Services, a related business entity associated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Gabriela Sanchez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She has worked at Wells Fargo Advisors since 2015. 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 offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Kevin Sims is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Vanguard Advisers since 2019 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. Vanguard Advisers provides 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 approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Stephan Buker is a Financial Consultant who collaborates with families to understand their goals and needs. He works closely with clients to develop personalized financial plans tailored to their unique situations. He has held several positions at Fidelity Investments, including Investment Consultant (2022-2023), Fixed Income (2021-2022), High Net Worth Associate (2020-2021), and Customer Relationship Advocate (2020). These roles have contributed to his experience in investment consulting and client relationship management.

Vineeta Agrawal is a financial advisor at Vanguard Advisers with Series 66 credentials and one year of industry experience. Her prior work includes roles at The Vanguard Group, Inc., Vanguard Marketing Corporation, and earlier experience at Tata Consultancy Services and Valenta BPO. Vanguard Advisers provides 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 using proprietary models to tailor asset allocations, primarily utilizing Vanguard funds and ETFs.

Ethan Willis is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior work at Edward Jones and Bank of America. Outside of his advisory role, Willis coaches golf at Palmetto Christian Academy. 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 asset allocations primarily built from Vanguard funds and ETFs, offering a range of customization and tax-aware features.