Daniel Tremblay is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard Advisers since 2021. Prior to this, he was associated with Vanguard Marketing Corporation and The Vanguard Group starting in 2019. 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 construct portfolios primarily from Vanguard funds and ETFs, offering a wide range of customization options.

Benjamin Cohen is a CFP® with 19 years of industry experience currently serving at Vanguard Advisers since 2010. He has also been affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2007. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach uses a goal-based, algorithm-driven methodology with portfolios constructed largely from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Michael Ursomarso is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. He has worked at The Vanguard Group since 2019 and previously spent four years at Lincoln Financial Distributors. 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 that incorporates proprietary models and primarily invests in Vanguard funds and ETFs, offering a range of customization options and managing hundreds of thousands of client relationships with a combination of digital and team servicing.

Matthew Lodise is a financial advisor at Vanguard Advisers with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with The Vanguard Group, Inc. since 2005. 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 proprietary methodologies to construct personalized portfolios primarily from Vanguard funds and ETFs.

Ryan Ness is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at The Ridgewood Country Club and Barnaby's of America, along with a ten-year tenure at West Chester University. 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 asset allocation, primarily employing Vanguard funds and ETFs, and offers a range of customization options including ESG and tax-aware features.

Donna Laine Sivick is a financial advisor at Vanguard Advisers with Series 66 and Series 63 credentials and four years of industry experience. Her prior work includes positions at Target Corporation, Best Buy, CVS, and Office Depot before joining Vanguard in 2022. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach and primarily constructing portfolios from Vanguard funds and ETFs. The firm manages a large number of client relationships through a combination of digital platforms and advisory teams.

Andrew Migliore is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors, he worked at Blair Johnson and AT&T, and has previous experience in education at several schools. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs delivered through a broad network of adviser representatives and third-party managers.

Katelyn Wilson is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2017. Prior to that, she was employed at USLI from 2011 to 2017. Merrill, together with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mitchell Wonboy is a financial advisor at Vanguard Advisers with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Merrill, Bank of America, Equitable Financial Life Insurance, and Fisher Investments. 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 with portfolios constructed primarily from Vanguard funds and ETFs, supported by a digital delivery model and a large team of advisors.

De Yana Mungro is a financial advisor at Vanguard Advisers with seven years of industry experience. Prior to joining Vanguard in 2026, she worked at New York Life Insurance Company and Wells Fargo Bank NA. In addition to her advisory role, she owns and manages a real estate investment business. 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 to tailor asset allocations, primarily utilizing Vanguard funds and ETFs, and serves a large client base through a combination of digital platforms and advisor teams.

Tucker Rolen is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and five years of industry experience. He has been with Vanguard Marketing Corporation and The Vanguard Group since 2021. Prior to that, he held various roles in different industries, including sports turf management and beverage distribution. 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 to create personalized asset allocations, primarily through Vanguard funds and ETFs.

Leslie Montana is a CFP® and holds a Series 66 license, with 12 years of experience in the financial advisory industry. She has worked at LPL Financial since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Ryan Keefe is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Cetera Wealth Services, and Voya Financial Advisors. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with personalized asset allocations largely constructed from Vanguard funds and ETFs.

Michael Moyer is a CFP® with 13 years of industry experience, currently serving at Vanguard Advisers in Malvern, PA. He has been with The Vanguard Group, Inc. since 2013 and has operated a separate sales business since 2020. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. Its investment approach uses a proprietary glide-path methodology and the Vanguard Capital Markets Model to create personalized, goal-based portfolios primarily composed of Vanguard funds and ETFs.

Jeromia Burger is a financial advisor with MassMutual Investors Services, holding the ChFC® and Series 66 designations and bringing 18 years of industry experience. He has worked with UFinancial, MML Investor Services, LLC, and MassMutual Life Insurance Company since 2009. Outside of his advisory role, he is involved as an insurance broker specializing in health, group life, and group disability coverage. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes detailed client data and firm-approved analytical tools to develop collaborative, goal-oriented financial plans.

John Chessock is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Wells Fargo Advisors since 2013. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with an emphasis on tailored recommendations and optional implementation through various brokerage or advisory programs.

David Vazquez is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group, Bank of America, and Merrill. Outside of finance, he works part-time as a server and bartender in the food service industry. Edelman Financial Engines provides technology-enabled investment advisory services focusing on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and serves a large client base through advisor-led and online platforms.

Christopher Gange is a financial advisor at Vanguard Advisers with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley, E*Trade Securities, and PNC Investments. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages a high volume of client relationships through a digital platform supported by a large advisory team.

Shaleah Ingram is a financial advisor with Primerica Advisors in Exton, PA, holding Series 63 and Series 65 licenses and five years of industry experience. Her work history includes roles at PFS Investments Inc., Primerica Financial Services, and Club Pilates. Primerica Advisors is a large-scale firm serving individual investors, as well as corporate and charitable clients, through a wrap-fee asset management program that uses model-based investment strategies overseen by unaffiliated asset managers.

Sharon Davis is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked with The Vanguard Group, Inc. and Prepaid Legal Services, Inc. Outside of her advisory role, she operated an Etsy store called Suranspecialties and was involved in Alz For Mom Notary Services LLC. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a large team of advisors serving a broad client base.