Derek Little serves as Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2022. He has been part of the financial services industry since 1997, working with individuals and families to identify key financial opportunities and risks and support them in making critical financial decisions. His experience includes multiple roles at Fidelity Investments, including Vice President, Financial Consultant from 2007 to 2022, Account Executive from 2003 to 2007, and Financial Specialist from 1997 to 1998. Additionally, he has held positions as Senior Financial Planner at Capital Management Services, Financial Advisor at Morgan Stanley, and Financial Consultant at A.G. Edwards and Sons. Derek holds a California Insurance License. Outside of his professional career, he engages in activities such as baseball, beach outings, family activities, fitness, parenthood, and volunteering.

Ethan Kendzulak is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments and Vanguard Marketing Corporation. Vanguard Advisers provides 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 uses a goal-based, algorithm-driven investment approach with portfolios primarily constructed from Vanguard funds and ETFs.

Thomas Belisari is a CFP® with 43 years of industry experience, currently advising at LPL Financial since 2026. He previously worked at OSAIC and Key Financial, Inc., where he held roles spanning multiple decades. He serves as chairman of the West Whiteland Township Pension Advisory Board, overseeing pension plan investments and performance. 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 offers a wide range of advisory programs, financial planning, and retirement consulting, using both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Garrett Fitzgerald is a financial advisor with Vanguard Advisers in Malvern, PA. He holds the Series 66 designation and has two years of industry experience. He has worked in various roles within Vanguard since 2024 and is also the owner of Unlimited-Sod Company, a landscaping business. Vanguard Advisers offers automated and human-supported investment advice for retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Luke Griese is a financial advisor with Vanguard Advisers holding a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. He also previously worked at Infinia Search and AP Benefit Advisors, LLC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies to create personalized portfolios primarily constructed from Vanguard funds and ETFs.

Sophorn Brown is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with OSAIC since 2023 and previously worked at FSC Securities Corp for six years. Brown is also involved with Wharton Business Group, where he has provided trading and client service administration since 2007. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct varied portfolios tailored to client needs.

Benjamin Geiger is a financial advisor with J.P. Morgan Securities in West Chester, PA. He holds Series 63 and Series 66 designations and has five years of industry experience. His prior work includes roles at Shopify and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Kevin Phelan is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously spent seven years with The Vanguard Group. Phelan is based in Exton, PA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Tyler Caton is a financial advisor with Vanguard Advisers, holding Series 65, 63, and 66 licenses and seven years of industry experience. He has worked with several Vanguard entities since 2021 and previously held roles at Pennsylvania Advisory Services and Harrisburg Insurance Services. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach centered on proprietary models and largely constructs portfolios with Vanguard funds and ETFs.

Nicolas Rocha is a financial advisor with Vanguard Advisers, holding Series 65 and Series 66 credentials and six years of industry experience. His prior work includes roles at Wasmer, Schroeder & Company, Inc., Affiliated Distributors, and Randstad. Outside of advising, he has worked as a contract driver for Uber. Vanguard Advisers provides automated and human-supported investment advice for retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach and offers portfolios constructed mainly from Vanguard funds and ETFs, with various tax-aware and customization features.

Matthew Logan is a Series 66-licensed financial advisor with Raymond James Financial in Exton, PA, and has one year of industry experience. Prior to joining Raymond James in 2024, he worked at JPMorgan Chase & Co. from 2021 to 2024 and served in the United States Navy from 2019 to 2021. He is also involved with Brandywine Valley Financial Services, LLC in a support capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research, with a distinctive focus on non-discretionary advisory services.

Richard Storms is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining LPL Financial in 2024, he worked at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he owns and operates Naturally Rofo, a farm store specializing in beef and produce, and is involved with Heritage Farming LLC and Family Tradition Farming LLC, both focused on agricultural activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios, providing both discretionary and non-discretionary management.

Tiana Patillo is a financial advisor at Vanguard Advisers with 12 years of industry experience. She holds Series 63 and Series 65 credentials. Patillo is also the owner of Patillo Enterprises, LLC, a financial literacy education business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and offers a range of customizable portfolios primarily constructed from Vanguard funds and ETFs.

Andrew Warner is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior roles include positions at Sequence Wealth Management and Sarona Ventures. Warner’s background also includes work at Tulane University and various other organizations. 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 and manages portfolios largely composed of Vanguard funds and ETFs, offering a range of customization options.

Andrea Cohen is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and having 16 years of industry experience. She has been with The Vanguard Group, Inc. since 2011. 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 portfolio construction, primarily utilizing Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and a team servicing model.

James Mcdermott is a financial advisor at Edelman Financial Engines with a Series 65 designation. He has been with Edelman Financial Engines since 2025 and previously worked in the mortgage industry at NVR Mortgage, Freedom Mortgage, and DITECH GREEN TREE. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and supports a large participant base through both advisor-led and online platforms.

Connor Smith is a CFP®-designated financial advisor with six years of industry experience. He is currently with Vanguard Advisers, where he has worked since 2022, and has been affiliated with Vanguard Marketing Corporation and The Vanguard Group since 2019. His prior experience includes roles at Randstad and the Appoquinimink School District. 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, constructing portfolios primarily from Vanguard funds and ETFs, with features such as tax-aware strategies and customizable options.

Ryan Schiller is a financial advisor at Fidelity with Series 66 credentials and entry-level industry experience. His prior work includes roles at Lussea and Liberty University, as well as entrepreneurial involvement with Limoncello Italian Restaurant and Limoncello Chester Springs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct systematic model portfolios from mutual funds, ETFs, and ETPs.

James Roselli is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with The Vanguard Group since 2006. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach that incorporates proprietary models to set personalized asset allocations, with portfolios built mainly from Vanguard funds and ETFs and offering various customization options.

Daniel Tremblay is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 registrations and six years of industry experience. He has been affiliated with Vanguard entities since 2019, including his current role at Vanguard Advisers since 2021. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and manages large-scale client relationships through a combination of digital platforms and advisory teams.