Joseph Furey is a CFP® professional with nine years of industry experience, currently serving as an advisor at Vanguard Advisers in Malvern, PA. His prior experience includes roles at Bryn Mawr Trust Advisors, Charles Schwab, UBS Financial Services, and JP Morgan Chase Bank. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Adam Strodel is a CFP® with 19 years of industry experience and has worked at The Vanguard Group since 2008. He is based in Malvern, PA, and holds a Series 63 license. Vanguard Advisers offers 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 with personalized asset allocations primarily constructed from Vanguard funds and ETFs, serving a large client base through its digital platform and extensive advisor team.

Elizabeth Garnto is a financial advisor with Vanguard Advisers, holding Series 63, 65, and 66 credentials and 22 years of industry experience. She previously worked at Beirne Wealth Consulting Services, LLC for eight years before joining The Vanguard Group, Inc. in 2022. Vanguard Advisers provides 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 personalized asset allocations and offers a range of customizable portfolios constructed primarily from Vanguard funds and ETFs.

Hannah Collins is a financial advisor with Vanguard Advisers, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard, she worked at Raymour & Flanigan for five years and has held positions in various other organizations, including The Devereux Foundation and Ferrells Classic Inc. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary models to tailor asset allocations, primarily using Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor support.

Mindi Marisa is a CFP®-credentialed financial advisor with Vanguard Advisers, based in Malvern, PA, and has 23 years of industry experience. She has been with The Vanguard Group since 2015. Outside of her advisory role, she teaches dance at Kicks Academy of Dance. Vanguard Advisers provides automated and human-supported investment advice, serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering various customization options and managing a large client base through its digital platform and advisory team.

Elias Gazda is a Series 66-licensed financial advisor with Vanguard Advisers, where he has worked since 2023. He has three years of industry experience and previously held roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of his advisory work, Gazda has worked as a delivery driver for DoorDash. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios built mainly from Vanguard funds and ETFs, supported by a large team of advisors managing a high volume of client relationships.

Bradford Alliger Sr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James and affiliated entities since 2016, following four years at Wells Fargo Advisors. Outside of his advisory work, he is a partner in ABE LLC, a business focused on creating and designing promotional displays for branding purposes. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and public entities. The firm offers financial planning and non-discretionary investment consulting through various programs and emphasizes advisory relationships that often maintain client decision authority.

Keith Jackson is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2015, progressing through various roles including Planning Consultant, Relationship Manager, Active Trader Representative, and Customer Service Advocate. His experience spans client relationship management, financial planning, and investment consulting. In his current role, Keith focuses on understanding clients' financial situations, reviewing available options, and creating tailored investment strategies to meet their goals. Outside of his professional work, he engages in personal interests such as biking, boating, family activities, social events with friends, outdoor adventures, and running.

Gregory Jackson is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 66 and Series 63 designations. His prior roles include positions with Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as experience in public service with the City of Philadelphia. Vanguard Advisers provides 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 to portfolio construction, employing proprietary methodologies and largely investing in Vanguard funds and ETFs.

Stephen Goldstein is a financial advisor with Vanguard Advisers, holding Series 65 and Series 63 credentials and 10 years of industry experience. His career includes roles at Vanguard Group entities since 2022 and prior service at Citizens Bank and National Life Group. Outside of advising, he is a Notary Public in Philadelphia. 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 using proprietary models to construct portfolios primarily from Vanguard funds and ETFs, offering extensive customization and tax-aware features.

Nicholas Lomanto is a CFA® charterholder with 15 years of industry experience. He currently works at Vanguard Advisers and has been with Vanguard-related entities since 2011. He also has prior experience with NXT Sports LLC. 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 serves a large client base through its digital delivery platform and team servicing model.

Andrew Sheridan is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience. He has been with Edward Jones in Exton, PA since 2004. Outside of his advisory work, he assists with Suzy's Custom Creations, a gift basket business based in Downingtown, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with an emphasis on a comprehensive advisor and branch network.

James Santacroce is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. He has been with Vanguard Advisers since 2015 and also maintains ongoing roles with Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of his advisory work, he is a landlord and owner of a rental property in Wildwood, NJ. Vanguard Advisers provides 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 proprietary methodologies to create personalized portfolios largely composed of Vanguard funds and ETFs, serving hundreds of thousands of clients through a scalable digital platform and a team servicing model.

Darrin Wallace is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 31 years of industry experience. He previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. for 17 years each. Outside of his advisory work, he owns a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a variety of portfolio management and platform options tailored to client objectives.

Julie Edwards is a financial advisor at Vanguard Advisers with 28 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Edwards has been with Vanguard Advisers since 2014 and has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 1997. She also serves as an executor of her father's estate. 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 asset allocation, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital delivery platform and team servicing model.

Megan Miller is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with The Vanguard Group since 1998. Vanguard Advisers provides 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 constructed primarily from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Pasquale Caione is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with The Vanguard Group since 2000. 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 focused on personalized asset allocation and portfolio construction primarily with Vanguard funds and ETFs.

Isaac Morrison is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with Vanguard Advisers since 2025 and has held roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2021. Outside of his advisory work, he has experience in various business activities including a brief tenure with multiple companies across different sectors. 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 using proprietary models to tailor asset allocations and constructs portfolios mainly from Vanguard funds and ETFs, combining scale and digital delivery with a large advisory team.

Michael Lynch Jr. is a financial advisor with Mass Mutual Investors Services in Exton, PA, holding CFP® and ChFC® designations and bringing 32 years of industry experience. He has worked with MML Investors Services, Inc. and MassMutual since 1994. In addition to his advisory role, Lynch also works as a licensed agent in life and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning and a range of event-driven services.

Caroline Wasielevski is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. She has held roles at Cetera and affiliated firms since 2022 and has prior work history that includes community and retail positions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services across multiple program structures, supporting over 10,000 advisors and $256 billion in assets under management.