Jane Kerr is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. She previously worked at Strategic Investment Group from 2016 to 2022 and at Sei Investments from 2001 to 2016. Outside of her advisory role, she is a finance committee member of Good Works Inc., where she helps oversee the organization’s annual budget. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies in partnership with clients’ financial advisors. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Richard Sobel is a Series 66 credentialed financial advisor with 17 years of industry experience. He has worked at Vanguard Advisers and its affiliates since 2020, following prior roles at Citizens Securities and Bank of America/Merrill. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models and offers a wide range of portfolio customization options, managing hundreds of thousands of client relationships through a large advisor team and automated platform.

Jakob Nines is a financial advisor with Vanguard Advisers, holding a Series 66 designation and bringing nine years of industry experience. He has worked at Vanguard Advisers since 2024 and previously held roles at Lincoln Financial Advisors and US Mortgage Line. Vanguard Advisers serves retail investors and eligible employer-sponsored retirement plan participants through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models and primarily invests in Vanguard funds and ETFs, offering tax-aware and customizable portfolio options.

Tyler O'Connell is a financial advisor with Vanguard Advisers, holding a Series 66 designation and three years of industry experience. His work history includes roles at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group. 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 offers portfolios mainly constructed from Vanguard funds and ETFs, with options for tax-aware features and customization.

Michael Angelo is a financial advisor with Vanguard Advisers, holding Series 63, Series 65, and Series 66 licenses and bringing 26 years of industry experience. He has been with The Vanguard Group since 2013 and previously worked with the Deep Run Valley Sports Association from 2017 to 2019. 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, primarily using Vanguard funds and ETFs, and manages a high volume of client relationships via its digital platform and extensive advisor team.

Daniel Batty is a CFP®-certified financial advisor with MassMutual Investors Services, where he has worked since 1996, accumulating 30 years of industry experience. He also serves as president of UFG Advisors, LLC, a financial services firm, and is involved in life and health insurance sales and brokerage. Additionally, he is an investor in a golf simulator business in Mechanicsburg, PA. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes annual, collaborative planning relationships using advanced software tools to analyze client goals and offers educational seminars and specialized planning programs.

Joshua Shapin is a CFP® with three years of industry experience, currently advising at Vanguard Advisers. He has been with Vanguard-affiliated entities since 2022 and previously worked in education and retail sectors. 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 investment approach using proprietary models and primarily invests in Vanguard funds and ETFs, serving a large client base through a digital delivery platform.

Jaclyn Kane is a CFP® with seven years of industry experience, currently serving as a financial advisor at Ameriprise in Exton, PA. She previously worked at LPL Financial, Gibraltar Wealth Management, Bernardo Wealth Planning, and Brinker Capital. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Stephen Notebaert is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing three years of industry experience. He is also the owner and operator of Bird Dog Custom Woodwork, LLC, a woodworking business. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans with goal-based, algorithm-driven portfolios built mainly from Vanguard funds and ETFs.

Mark Druckenmiller is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. since 2016. 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 methodologies and constructs portfolios mainly from Vanguard funds and ETFs.

Christopher Mc Nulty is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 designations and nine years of industry experience. He has worked at various Vanguard entities since 2017 and previously attended Saint Joseph's University. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with personalized asset allocations primarily using Vanguard funds and ETFs. The firm manages a large client base through a digital platform supported by over 2,200 advisors.

Gabriel Barakat is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple Vanguard affiliates since 2021. Prior to joining Vanguard, his background includes roles in various sectors such as education and logistics. Vanguard Advisers provides automated and human-supported investment advice through its 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 and manages portfolios mainly composed of Vanguard funds and ETFs.

Traci Coles is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has worked with Vanguard marketing Corporation and The Vanguard Group, Inc. since 2007 and previously with QVC from 2005 to 2019. Vanguard Advisers offers automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm is notable for its scale, digital delivery, and portfolio management services tailored to individual and plan-level clients.

Richard Walsh is a financial advisor at LPL Financial with 39 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Financial in 2021, he worked for 18 years at Janney Montgomery Scott. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, supported by proprietary and third-party research and strategies.

Jeremy Laster is a CFP® with 18 years of experience, currently affiliated with Vanguard Advisers. He has worked at The Vanguard Group, Inc. since 2007 and is the owner of Jeremy Laster Landscaping, a landscaping business he has operated since 2017. Vanguard Advisers provides both automated and human-supported investment advice, serving retail investors and participants in employer-sponsored retirement plans. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized asset allocations primarily through Vanguard funds and ETFs.

Alain St. Hilaire is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has prior experience at Wells Fargo spanning 15 years and has been associated with multiple Vanguard entities since 2021. 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 a large client base through its digital delivery platform combined with advisor support.

Darian David is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Schwab Wealth Advisory, Charles Schwab & Co., Citadel Credit Union, and KPMG LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Francis Sciecinski Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and uses proprietary research along with third-party solutions to address diverse client needs.

Jake West is a financial advisor at Vanguard Advisers with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Vanguard Group since 2020. Prior to that, he was employed by TIAA and TIAA-CREF from 2016 to 2020. Vanguard Advisers offers 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 primarily composed of Vanguard funds and ETFs, supported by a digital delivery platform and a team servicing model.

Nathan Hansen is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and three years of industry experience. He has worked at Vanguard Advisers since 2026 and has prior experience with Vanguard Marketing Corporation, The Vanguard Group, Inc., Deacom, Alphabroder, and Morgan Stanley. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm combines a goal-based, algorithm-driven approach with personalized asset allocations and a range of portfolio customization options, managing a large client base through digital delivery and a team servicing model.