Jake West is a financial advisor at Vanguard Advisers with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Vanguard Group since 2020. Prior to that, he was employed by TIAA and TIAA-CREF from 2016 to 2020. Vanguard Advisers offers 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 composed of Vanguard funds and ETFs, supported by a digital delivery platform and a team servicing model.

Nathan Hansen is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at Vanguard Marketing Corporation, The Vanguard Group, and Morgan Stanley. 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 investment approach using proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Gerad Thorell is a financial advisor with LPL Financial based in Wayne, PA, holding a Series 63 designation and bringing 28 years of industry experience. He has held roles at several firms including Global Retirement Partners, LLC, Private Advisor Group, LLC, and New England Securities. Thorell is involved in Global Retirement Partners LLC as an independent investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of advisors.

AJ Mason is an Investment Consultant at Fidelity Investments, a position held since 2025. In this role, AJ helps clients identify, organize, and prioritize their financial goals, employing a disciplined approach to goals-based planning. This method enables AJ to partner with clients to determine appropriate investment strategies tailored to their unique objectives. AJ also advocates for clients by directing them to key resources and monitoring their financial plans to ensure they remain on track. Prior to the current role, AJ served as a Planning Consultant at Fidelity Investments from 2023 to 2025. AJ's financial services experience includes positions as a Financial Planner at Prudential Financial in 2023, Private Client Financial Advisor at Citizens Securities, Inc. from 2022 to 2023, Vice President Financial Consultant at Charles Schwab & Co., Inc. from 2018 to 2022, and High Net Worth Sales Consultant at The Vanguard Group from 2007 to 2018. Outside of professional work, AJ has personal interests that include baseball, family activities, golf, playing musical instruments, movies, and traveling.

Aston White is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He has been employed with The Vanguard Group and its affiliates since 2017. Outside of his advisory role, White serves as an assistant wrestling coach at Rustin High School. 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 to portfolio construction using primarily Vanguard funds and ETFs and manages a large client base through its digital delivery platform combined with a team servicing model.

Syed Ali is a CFP® professional with 21 years of industry experience, currently serving at Vanguard Advisers in Malvern, PA. He has been with The Vanguard Group, Inc. since 2011 and has been self-employed since 2019. Outside of his advisory role, he works as a contract driver for Uber. 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 with portfolios largely composed of Vanguard funds and ETFs.

Connor Mcguire is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at The Vanguard Group since 2019 and has prior experience in various roles including at West Chester University and Giant Food Stores. Vanguard Advisers offers a combination of automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to construct portfolios mainly from Vanguard funds and ETFs, managing a high volume of client relationships through its digital delivery platform.

Laurie Meade is a CFP® with 10 years of industry experience, currently working at Vanguard Advisers. Her background includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., where she has been employed since 2017. She previously worked at Robert Half and Target. Vanguard Advisers offers automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios largely composed of Vanguard funds and ETFs, combining digital delivery with personalized asset allocation.

Hope Gerban is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2017. Prior to this, she held roles at organizations including the American Red Cross and Haverford Area YMCA. Outside of her advisory work, she leads weight loss classes for Weight Watchers of Philadelphia. Vanguard Advisers provides automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and constructs portfolios mainly from Vanguard funds and ETFs, offering a broad range of customization options.

Michael Dimenna is a financial advisor with Morgan Stanley in Berwyn, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Citigroup Global Markets from 2001 to 2009 and with Morgan Stanley since 2009, including the Private Bank since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual engagements and corporate financial planning agreements.

Daniel Rubin is a financial advisor at Vanguard Advisers with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2006. Vanguard Advisers offers 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’s investment approach is goal-based and algorithm-driven, utilizing proprietary methodologies to create personalized asset allocations mainly composed of Vanguard funds and ETFs.

Kristen Taylor is a CFP® professional with 13 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She previously worked at Ic Advisory Services Inc and The Investment Center Inc from 2013 to 2024. Outside of her advisory role, Taylor is involved in teaching and educational activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management strategies and platform arrangements.

Praveen Chelli is a financial advisor with Vanguard Advisers based in Malvern, PA, holding Series 63 and Series 66 certifications and bringing 16 years of industry experience. He has been with Vanguard Advisers since 2020 and has worked with related Vanguard entities since 2000. Outside of his advisory role, he is involved in blogging and has a sales position in a separate self-employed business. 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 approach using proprietary models and offers customizable portfolios mainly composed of Vanguard funds and ETFs, supported by a large advisor team servicing a broad client base.

Nicholas Simone is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and eight years of industry experience. He has been with The Vanguard Group since 2018 and previously worked at Ranstad and Visual Innovations. 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 investment approach using proprietary models to create personalized asset allocations, managing a large client base through a combination of digital platforms and advisory teams.

Victoria Bucher is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2011. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Kraus is a financial advisor at Morgan Stanley with over 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and analysis.

Jessica Poulton is a financial advisor at Vanguard Advisers with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Wells Fargo and Equitable Advisors. Poulton is based in Malvern, PA. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and primarily invests in Vanguard funds and ETFs, offering features such as tax-awareness and customizable portfolio options.

Christopher Zangari is a financial advisor with UBS Financial Services in Paoli, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he participates in a quarterly program affiliated with Katherine Gibbs/50W in New York. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and both discretionary and non-discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Sarah Buonocore is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Sarah Stein is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at The Vanguard Group since 2017 and previously held positions at J.P. Morgan Securities and JPMorgan Chase bank NA. Vanguard Advisers offers 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 with proprietary methodologies to personalize asset allocations and manages a large client base through its automated platform and team servicing model.