Tiara Leggett is a financial advisor with Vanguard Advisers, holding a Series 66 credential and beginning her industry career in 2026. Her prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, Liberty University, MKS2 Technologies, and Navy Federal Credit Union. She is also the owner of Tiara DeShay, LLC, an insurance-related business. 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 investment approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by its proprietary glide-path methodology and advanced tax-aware features.

Nicholas St George is a CFP® with 20 years of industry experience, currently with LPL Financial since 2023. His prior experience includes roles at Woodbury Financial Services, Raymond James Financial Services, and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Bryan Raithel is a CFP® with 25 years of experience currently serving at Vanguard Advisers since 2019. He has been associated with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2010. Raithel also serves as a fiduciary agent and custodian for an immediate family member's investments. Vanguard Advisers provides automated and human-supported investment advice through platforms serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct personalized portfolios primarily from Vanguard funds and ETFs.

Carlos Stennis is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and approximately 20 years of industry experience. He has worked at Wells Fargo Advisors LLC since 2011 and Wachovia Bank, N.A. since 2011. Outside of his advisory role, he serves as an assistant chaplain for Trail Life USA, where he teaches biblical lessons. 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 employs a large-scale, research-driven approach and offers a range of brokerage and advisory solutions.

Ethan Mcduffie is a financial advisor with Wells Fargo Clearing holding a Series 63 designation and starting his advisory career in 2025. Prior to joining Wells Fargo, he worked in various roles including positions at DYSIS and educational institutions such as the University of North Carolina at Charlotte and Pinecrest High School. 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.

Jennifer Maccannon is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various Edelman Financial Engines affiliates since 2011. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary advice across diversified portfolios and a range of product exposures.

Amy Lowe is a financial advisor with Morgan Stanley, holding a Series 66 credential and 14 years of industry experience. She worked at UBS Financial Services from 2011 to 2021 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where she has been since 2021. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm employs structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Nico Beasley is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 credentials and has 26 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he works as an Uber driver and serves as a notary public in Charlotte, NC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including niche areas like business-owner transition and special-needs analysis. The firm integrates advisory services with banking and other financial products through a network of advisors.

Thomas Robinson is a financial advisor at Merrill with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Ameriprise, where he spent two years, as well as self-employment and positions outside the financial industry. Merrill, along 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 tailored to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Halley is a CFP®-credentialed financial advisor at Fidelity with 15 years of industry experience. He has held roles within various Fidelity subsidiaries since 2010, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a variety of mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, AI in research, and advisory roles to multiple registered investment companies and fund-of-funds.

Jacob Alexander is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works one-on-one with clients to define their financial goals and develop strategies to pursue them. His approach includes ongoing advice and portfolio adjustments as clients' situations change. He also provides access to specialists for banking, credit, home financing, and small business solutions through Bank of America. Jacob's expertise includes college education planning, personal retirement planning, and portfolio management services. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Davidson College. His professional philosophy centers on helping clients uncover what matters most to them and their families to create effective financial strategies. Outside of his professional work, Jacob has interests in cooking, football, and golfing.

Rebekah Schemahorn is a financial advisor at Primerica Advisors with 27 years of industry experience. She has held her current roles at Primerica Advisors and Primerica Financial Services since 1999. Outside of her advisory work, she owns and manages a mountain home used for short-term rentals. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Donald Johnson Jr. is a financial advisor with OSAIC in Huntersville, NC, holding Series 63 and Series 65 credentials and 35 years of industry experience. He worked at FSC Securities Corporation for 29 years before joining OSAIC in 2023. Outside of his advisory role, he operates as an insurance agent marketing annuities. OSAIC serves a broad client base including retail and institutional investors through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to various investment platforms and third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

Karen Mccanless is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she is involved in investment-related consulting through ownership of KPTM Corp and McTeden, LLC. Ameriprise serves individuals approaching or in retirement, typically with at least $1 million in net investable assets, offering retirement-income planning through a centralized consulting team that provides tailored, algorithm-assisted Recommendation Reports. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement strategies while emphasizing products from affiliated firms.

Zoran Smiljanic serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been active in the financial services industry since 2004, beginning his career at HSBC before joining Merrill and the Utz Keller Wealth Management Group in 2017. In his current role, Zoran works closely with clients and their families to provide integrated financial advice and both short- and long-term wealth planning. His approach emphasizes understanding each client’s goals to develop tailored strategies that offer clarity and control over their financial lives. He leverages the investment insights of Merrill and the banking services of Bank of America to address various financial needs. Zoran’s areas of expertise include college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He employs a holistic wealth management process that considers seven key life priorities: family, finances, health, home, leisure, work, and giving. This goal-based approach helps clients navigate changing life circumstances and evolving priorities. Zoran earned a Bachelor’s degree in Applied Economics and Management from Cornell University. He holds the Personal Investment Advisor (PIA) designation and is fluent in English and Serbo-Croatian. Originally from upstate New York, he now resides in Huntersville, where he enjoys spending time with his wife and children and exploring the Lake Norman and Charlotte areas. His personal interests include basketball, boating, cooking, golfing, hiking, skiing, and tennis.

Niren Johal is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 65 licenses and having two years of industry experience. He has been with Vanguard Advisers and affiliated Vanguard entities since 2025. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm manages a large client base through digital platforms combined with advisory support.

Joseph Kinson is a CFP® with four years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, Townsquare Interactive, Total Quality Logistics, Novant Health Presbyterian Medical Center, Lenoir-Rhyne University, and United Parcel Service. Vanguard Advisers delivers automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach to create personalized asset allocations using mostly Vanguard funds and ETFs, and it manages a high volume of client relationships through its digital platform combined with a large advisory team.

William Lewis III is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and six years of industry experience. He has worked at The Vanguard Group since 2019, previously spending time at Edward Jones and Andrew Roby Construction. He also holds an insurance license and maintains a limited role as an insurance agent. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, using goal-based, algorithm-driven asset allocation primarily through Vanguard funds and ETFs. The firm manages a large client base with a high client-per-advisor ratio, emphasizing digital delivery and customized portfolio options.

Nathan Randall is a financial advisor at Wells Fargo Clearing with a Series 66 designation. He has one year of industry experience, having previously worked at Equitable Advisors, LLC. Outside of the financial sector, he has experience working in moving services and retail. Wells Fargo Advisors is a national securities firm providing 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.

Stacey Littlejohn is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. She holds the Series 63 and Series 65 registrations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning options tailored to clients who meet net-worth requirements, utilizing Wells Fargo research and tools to develop recommendations delivered through meetings and written summaries.