Michael Presser Jr. is a CFP®-designated financial advisor at Vanguard Advisers with 17 years of industry experience. He has worked at The Vanguard Group since 2008. Outside of his advisory role, he serves as treasurer for the Woodland String Band, a volunteer position involving management of the organization's financial operations. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, using a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team servicing model.

Anthony Lubrano is a financial advisor at Equitable Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, including its predecessor AXA Advisors. Outside of his advisory role, he serves as a trustee at The Pennsylvania State University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating mainly through LPL-sponsored solutions and a range of endorsed TAMPs.

John Larson Jr. is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial. He previously spent 14 years at Lincoln Investment Planning, Inc., followed by a year at Capital Analysts before joining LPL Financial. Larson is also involved in tax preparation and accounting through Scamuffa-Larson Tax Services, LLC. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, supported by both discretionary and non-discretionary management and access to model portfolios and research.

Phillip Dupont is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with The Vanguard Group, Inc. since 1992. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to develop personalized asset allocations, managing large client volumes through a combination of digital platforms and advisor teams.

Laura Gates is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Coastal Equities, Inc., Etoro, and Hilton New York. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across various financial topics without implementation of recommendations. The firm combines goal-based planning with managed-account services under the “WealthPlan” option, focusing on holistic analyses through a network of financial advisors.

Richard Samaroo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 20 years of industry experience. His career includes roles at Wells Fargo Bank and JPMorgan Chase Bank, with his current tenure at Wells Fargo Clearing beginning in 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, and it includes a broader set of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Danielle Corey is a financial advisor with Vanguard Advisers based in Malvern, PA, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has been with The Vanguard Group since 2006. Additionally, she serves as co-trustee for an immediate family trust. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach to construct portfolios largely from Vanguard funds and ETFs, offering a high client-to-advisor ratio supported by a scalable digital platform.

Patrick Mullins is a financial advisor with LPL Financial and holds a Series 63 designation. He has 39 years of industry experience, with prior roles at Grove Point Advisors, Grove Point Investments, Fidelity Union Life Insurance Company, and Alliance Life. Mullins also operates Mullins Wealth Management, a business related to his advisory activities. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and brokerage services, supported by model portfolios, third-party research, and various technology tools.

Mark Vassallo is a CFP®-certified financial advisor with 23 years of industry experience, currently affiliated with Vanguard Advisers. He has worked at The Vanguard Group, Inc. since 2002 and previously was with Suncrest Market, LLC from 2020 to 2023. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach utilizing proprietary models and primarily invests in Vanguard funds and ETFs, offering extensive customization and tax-aware portfolio features.

Robert Schofield is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Vanguard Group, Inc. and its affiliates since 2022. Prior to his finance career, he has diverse work history including positions at Giant Food Company and West Chester University. Vanguard Advisers delivers both automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models to construct portfolios primarily from Vanguard funds and ETFs with options for tax-aware management and customization.

Daniel Delia is a financial advisor with Cetera, holding a Series 63 designation and nine years of industry experience. He has worked at Cetera since 2025 and previously spent eight years at Avantax Investment Services, Inc. Outside of his advisory role, he serves as a CPA at Sterling Services, Inc., providing accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a range of investment strategies and custodial arrangements.

Arlie Huff is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Vanguard Advisers, Huff held multiple self-employed roles and worked at Chester Community Charter School. Outside of advising, Huff works as a contracted realtor assisting primarily residential clients with buying and selling properties. 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, using proprietary models to set personalized asset allocations primarily through Vanguard funds and ETFs.

Ryan Szabo is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Lincoln Financial Distributors, Brinker Capital Investments, and The Vanguard Group. Vanguard Advisers delivers 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, constructing portfolios mainly from Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory team model.

Nicholas Chermol is a financial advisor with Vanguard Advisers, holding the Series 66 credential and two years of industry experience. He has held multiple roles within The Vanguard Group and related entities since 2024. Outside of his advisory work, he is the owner of ALLCAPNOBRIM, a content creation business focused on vlogs, blogs, and podcasts. 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, offering portfolios primarily composed of Vanguard funds and ETFs with various customization options.

Michael Nagle is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2009. Outside of his advisory role, he serves as an elected official for the Conestoga High School Lacrosse Booster Club and is Vice President on the Board of Directors for the Leopard Lakes Farm/Home Owners association. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party investment managers.

Rilee Kelly is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. Prior to joining Vanguard, Kelly worked at Blue Owl Capital and Morgan Stanley in 2024 and has experience in academic support roles at Seton Hall University and Brookville Area High School. Vanguard Advisers offers 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 utilizes a goal-based, algorithm-driven investment approach featuring proprietary asset allocation models and portfolios primarily composed of Vanguard funds and ETFs.

Vinicius Pereira is a financial advisor with LPL Enterprise, holding the Series 66 designation and one year of industry experience. His prior work includes roles at Solenis LLC and Merenda Box. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining advisory programs with brokerage and insurance product sales through an integrated platform.

Tyler Harrison is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at Vanguard Advisers and related Vanguard entities since 2021, with prior experience at De Lage Landen Financial and Legend Financial Advisors. Outside of his advisory role, he owns and operates a retail business, 888Infinity, based in West Chester, PA. 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, utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform combined with advisor support.

Samantha Grissom is a CFP® with 13 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2012. She holds a Series 63 license and is based in Malvern, PA. Outside of her advisory role, she acts as a limited agent for her mother. Vanguard Advisers offers 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 featuring proprietary models and primarily uses Vanguard funds and ETFs in constructing portfolios.

Marco De Freitas is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked at Vanguard Marketing Corporation and The Vanguard Group since 2019, following ten years at TD Ameritrade. Outside of his advisory role, he serves as treasurer and board member for Stillirun.org, a nonprofit focused on mental health through running. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios built mainly from Vanguard funds and ETFs, offering customization options and managing a high volume of client relationships through a large advisor team.