Nathaniel Cooper is a financial advisor with Thrivent Investment Management in Exton, PA, holding a Series 66 designation and three years of industry experience. Prior to his current role starting in 2023, he worked at Stillwater Medical Center from 2016 to 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering both one-time and ongoing planning engagements that cover a wide range of financial topics without implementation of recommendations. The firm’s approach includes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

David Schwarz is a financial advisor with Vanguard Advisers, holding the CFP® designation along with Series 65 and Series 63 licenses. He has 17 years of industry experience and has worked at The Vanguard Group since 2007. Outside of his advisory role, he coaches swimming for the Suburban Seahawks Club. 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 with portfolios built mainly from Vanguard funds and ETFs, supported by a large team of advisors and a digital platform serving hundreds of thousands of clients.

Joseph St. Pedro is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. His prior work includes ten years at National Planning Corporation and seven years with Securities America Advisors and Securities America Inc. He is also involved in insurance sales and co-owns Pottstown Progress Group, a real estate rental business. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Ryan McGuire is a CFP® with four years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with Vanguard Group and its affiliated entities since 2022. Prior to his financial services career, his work history includes roles at Millersville University and Spooky Nook Sports. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach and manages a large client base through its digital platform combined with advisor support.

Vernell Peter Koyi is a CFP® with 13 years of industry experience currently serving at Vanguard Advisers. He previously worked at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory role, he serves as an advisory board member and finance committee member for First African Baptist Church in Darby Township, PA. 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 is notable for its large scale and digital delivery model, managing hundreds of thousands of client relationships with over 2,200 advisors.

Kenneth Del Goleto is a financial advisor at Ameriprise with 39 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions with a focus on retirement income strategies that incorporate research, modeling, and tax-efficiency analysis.

Jessica Mclaughlin is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and three years of industry experience. She has worked with various divisions of Vanguard since 2022 and previously held roles at Freedom Mortgage and TTEC-Blue Cross Blue Shield. Outside of her financial career, she owns JessCause Creations, LLC, an eCommerce business that produces apparel and accessories. 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 to personalize asset allocations, offering portfolios primarily composed of Vanguard funds and ETFs along with tax-aware features and multiple customization options.

John Hoffner is a financial advisor at Vanguard Advisers with a Series 66 designation and four years of industry experience. He has worked at The Vanguard Group since 2021 and previously held roles at Rutgers University, Columbia Bank, LA Fitness, and Rowan College at Burlington County. 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 and constructs portfolios mainly from Vanguard funds and ETFs, offering diverse customization and tax-aware features.

Sara Lee is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and having 10 years of industry experience. She has been with The Vanguard Group since 2015. 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 to portfolio construction, primarily utilizing Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor support.

Hans Hess is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with Vanguard Advisers. His prior work includes roles at American Eagle Express Inc and Verizon Wireless. Outside of finance, he participates in the Nielsen Ratings media activities. Vanguard Advisers delivers 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, utilizing Vanguard funds and ETFs with options for tax-aware management and customization.

Michael Sirianni is a financial advisor with Wells Fargo Clearing in Wayne, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Kwaku Asante is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard Advisers since 2025. Prior to this, he worked within various divisions of The Vanguard Group since 2019. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to construct personalized portfolios largely composed of Vanguard funds and ETFs, supported by a large team of advisors and a high-volume digital platform.

John Morgenthaler is a financial advisor at OSAIC with over 42 years of industry experience. He holds a Series 63 designation and has worked with firms including Wharton Wealth Management and Principal Life Insurance Company. Morgenthaler is also involved with Wharton Business Group, a separate entity focused on selling life insurance. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, and charitable organizations through a large network of affiliated advisors. The firm combines multiple advisory platforms with brokerage services and uses asset-allocation tools and third-party money managers to offer customized portfolio solutions.

Emanuele Buonamici is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds the Series 66 designation and has previously worked at PNC Bank and PNC Investments. Outside of his advisory role, he volunteers as a financial educator with the Foundation for Financial Planning through the CFP Pro Bono Program. 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 utilizing proprietary models to set personalized asset allocations, with portfolios largely composed of Vanguard funds and ETFs.

Sufyan Davis Arrington is a financial advisor with Vanguard Advisers, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he worked at Equitable Advisors and has held various positions including roles in education and retail. 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 utilizing proprietary models to construct personalized portfolios mainly composed of Vanguard funds and ETFs.

Alfred Barbato is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC and Wells Fargo. He is also associated with TruMark Financial Credit Union. 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 a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Aaron Tidd is a financial advisor with LPL Financial in Pottstown, PA, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at The North Face and held teaching positions at Boyertown Area Senior High and Boyertown Junior High East. He is also involved with Diamond Credit Union. 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 a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios and research from LPL Research and third-party subadvisors.

Barry Weller is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors and Questar Asset Management. In addition to his advisory role, he owns and operates Barry Weller & Associates Inc., a tax preparation and insurance services firm. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers and managed accounts. The firm utilizes asset-allocation tools and risk assessment techniques to construct diversified portfolios across multiple investment types.

Sheila Bowden is a financial advisor at Vanguard Advisers with five years of industry experience. She holds Series 66 and Series 63 designations and has worked at Vanguard Marketing Corporation and The Vanguard Group since 2020. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, offering tax-aware features and customizable options.

Justice Smith is a CFP®-certified financial advisor with eight years of industry experience, currently serving at Cetera. His prior roles include positions at Voya Financial Advisors and involvement with educational institutions as a football coach and board member. He is active in nonprofit work as treasurer for Friends of PJP and holds ownership in a tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base ranging from individual investors to institutional accounts. The firm offers a variety of portfolio management and retirement services, operating as a multi-manager platform that provides advisors with diverse investment options and program structures.