William Burr is a Wealth Management Advisor at Merrill Lynch Wealth Management, leading The Burr Group based in Philadelphia and Wayne, PA. His team works with individuals, families, business owners, and entrepreneurs to address varied financial needs through personalized strategies. The group's services include retirement planning, education planning, portfolio analysis, insurance, business cash flow management, lending, and estate planning. Before joining Merrill Lynch Wealth Management, William Burr was a professional basketball player and served as President of a company focused on professional athletes. He holds a Bachelor's Degree in Finance from The College of New Jersey. He is also recognized with professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his community involvement, William supports Big Brothers Big Sisters Southeastern PA and participates in local efforts related to sports programs, environmental initiatives, and cancer research fundraising. He resides in the Philadelphia area with his wife Emily and their three children, and he enjoys activities such as traveling, basketball, snowboarding, and golfing.

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.

Urszula Dabrowski is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2008. She holds a Series 63 license and is based in Malvern, PA. Outside of her advisory role, she has experience as a landlord. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach that incorporates proprietary models and offers customizable portfolios primarily composed of Vanguard funds and ETFs.

Martin Patrick D'amico is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2023, he worked for seven years at Boenning & Scattergood. Outside of his advisory role, he is the owner of Cigars Unlimited, Inc., a business based in Pennsylvania. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by research and model portfolios from internal and third-party sources.

Kenneth Rush is a financial advisor with Vanguard Advisers, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors and AXA Advisors, as well as work at St Davids Golf Club. He is currently employed by The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. 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 using proprietary models to create personalized portfolios primarily focused on Vanguard funds and ETFs.

Victor Bozadjian is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Bank and Wells Fargo Clearing Services. Outside of his advisory role, he serves as Treasurer on the board of the nonprofit Knights of Vartan-Ardashad, Inc. and works in direct care roles for two home healthcare services. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, using a goal-based, algorithm-driven approach that incorporates proprietary methodologies and Vanguard funds. The firm’s large scale and digital delivery model support a high client-to-advisor ratio and a range of customizable portfolio options.

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 at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Advisors and Alliger Capital Management, where he serves as president. Outside of his advisory work, he is a partner in ABE LLC, a business that designs promotional displays and markets branding gifts. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains unique municipal advisory affiliations and specialized retirement plan consulting programs.

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 with Vanguard Advisers, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Vanguard Marketing Corporation and The Vanguard Group, as well as prior employment with North Network Group LLC and the City of Philadelphia. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach that emphasizes personalized asset allocations through proprietary models. The firm’s scale and digital delivery support a large client base with a high client-per-advisor ratio.

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.