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 66 and Series 63 registrations and bringing 11 years of industry experience. He has worked at The Vanguard Group since 2019 and previously at Lincoln Financial Distributors from 2015 to 2019. Vanguard Advisers provides both automated and human-supported investment advice to retail clients and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, utilizing proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

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 with Vanguard Advisers in Malvern, PA, holding Series 66 and Series 63 licenses and having three years of industry experience. Her prior work includes roles at Target Corporation, Best Buy, CVS, and Office Depot. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, constructing portfolios mainly from Vanguard funds and ETFs with tax-aware features and customization options.

Andrew Migliore is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. His prior work includes roles at AT&T and educational institutions such as Emmaus High School and Lower Macungie Middle School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Katelyn Wilson is a Series 66-licensed financial advisor with Merrill, based in Exton, PA, and has nine years of industry experience. She has worked at Merrill and Bank of America since 2017 and previously gained six years of experience at USLI. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Mitchell Wonboy is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Merrill, Bank of America, Equitable Financial Life Insurance, Strategic Wealth Management Solutions, Fisher Investments, and SGIM Inc. 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 with portfolios constructed mainly from Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing hundreds of thousands of client relationships through a large advisor team and automated platform.

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® with 12 years of industry experience, currently serving as a financial advisor at LPL Financial since 2013. Montana holds the Series 66 designation and operates out of Exton, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Joseph Anyanwu is a financial advisor at Vanguard Advisers with Series 63 and Series 66 designations and three years of industry experience. His prior work includes positions at Applink Capital Nigeria Limited, Raw Mobile Nigeria Limited, Primera Africa MFBank, and Stanbic IBTC Bank. He has been with Vanguard affiliated entities since 2022. 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 using proprietary models to create personalized portfolios largely built from Vanguard funds and ETFs, supported by a high client-to-advisor ratio reflecting its digital platform and team servicing model.

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 12 years of industry experience, currently serving as an advisor at Vanguard Advisers. 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 to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios built primarily from Vanguard funds and ETFs. The firm is noted for its large scale and digital delivery model, managing hundreds of thousands of client relationships through more than 2,200 advisors.

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.

Sharon Davis is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has worked for various entities within Vanguard since 2015. Outside of her advisory role, she previously operated a notary services business and managed an Etsy store. 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 investment approach with portfolios constructed mainly from Vanguard funds and ETFs, emphasizing scale and digital delivery through its Vanguard Digital Advisor and Personal Advisor services.

John Pulcinella is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 2016 and has also been self-employed since 2019. Outside of his financial advisory work, John is involved in acting. Vanguard Advisers provides automated and human-supported investment advice through services like Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving 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 with various customization options.

Jimmy To is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citizens Securities, TD Private Client Wealth, TD Bank, and HSBC. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach featuring proprietary models and primarily Vanguard funds and ETFs, serving a large client base through a digital platform supported by a team of over 2,200 advisors.