AJ Mason is an Investment Consultant at Fidelity Investments, a position held since 2025. In this role, AJ helps clients identify, organize, and prioritize their financial goals, employing a disciplined approach to goals-based planning. This method enables AJ to partner with clients to determine appropriate investment strategies tailored to their unique objectives. AJ also advocates for clients by directing them to key resources and monitoring their financial plans to ensure they remain on track. Prior to the current role, AJ served as a Planning Consultant at Fidelity Investments from 2023 to 2025. AJ's financial services experience includes positions as a Financial Planner at Prudential Financial in 2023, Private Client Financial Advisor at Citizens Securities, Inc. from 2022 to 2023, Vice President Financial Consultant at Charles Schwab & Co., Inc. from 2018 to 2022, and High Net Worth Sales Consultant at The Vanguard Group from 2007 to 2018. Outside of professional work, AJ has personal interests that include baseball, family activities, golf, playing musical instruments, movies, and traveling.

Aston White is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He has been employed with The Vanguard Group and its affiliates since 2017. Outside of his advisory role, White serves as an assistant wrestling coach at Rustin High School. 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 using primarily Vanguard funds and ETFs and manages a large client base through its digital delivery platform combined with a team servicing model.

Syed Ali is a CFP® professional with 21 years of industry experience, currently serving at Vanguard Advisers in Malvern, PA. He has been with The Vanguard Group, Inc. since 2011 and has been self-employed since 2019. Outside of his advisory role, he works as a contract driver for Uber. Vanguard Advisers provides 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 portfolios largely composed of Vanguard funds and ETFs.

Connor McGuire is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with The Vanguard Group since 2019 and has held various roles in retail and university environments prior to his current position. 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 primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team servicing model.

Laurie Meade is a CFP® with 10 years of industry experience, currently working at Vanguard Advisers. Her background includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., where she has been employed since 2017. She previously worked at Robert Half and Target. Vanguard Advisers offers automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios largely composed of Vanguard funds and ETFs, combining digital delivery with personalized asset allocation.

Hope Gerban is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2017. Prior to this, she held roles at organizations including the American Red Cross and Haverford Area YMCA. Outside of her advisory work, she leads weight loss classes for Weight Watchers of Philadelphia. Vanguard Advisers provides automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and constructs portfolios mainly from Vanguard funds and ETFs, offering a broad range of customization options.

Daniel Rubin is a financial advisor at Vanguard Advisers with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2006. Vanguard Advisers offers automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary methodologies to create personalized asset allocations mainly composed of Vanguard funds and ETFs.

Kristen Taylor is a CFP® professional with 13 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She previously worked at Ic Advisory Services Inc and The Investment Center Inc from 2013 to 2024. Outside of her advisory role, Taylor is involved in teaching and educational activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management strategies and platform arrangements.

Praveen Chelli is a financial advisor with Vanguard Advisers based in Malvern, PA, holding Series 63 and Series 66 certifications and bringing 16 years of industry experience. He has been with Vanguard Advisers since 2020 and has worked with related Vanguard entities since 2000. Outside of his advisory role, he is involved in blogging and has a sales position in a separate self-employed business. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models and offers customizable portfolios mainly composed of Vanguard funds and ETFs, supported by a large advisor team servicing a broad client base.

Nicholas Simone is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and eight years of industry experience. He has been with The Vanguard Group since 2018 and previously worked at Ranstad and Visual Innovations. 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 to create personalized asset allocations, managing a large client base through a combination of digital platforms and advisory teams.

Victoria Bucher is a financial advisor with Merrill, holding a Series 66 credential and 14 years of industry experience. She has worked at Merrill since 2011 and is currently based in Exton, PA. Prior to and during her tenure at Merrill, she has been associated with Bank of America, N.A. for five years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies designed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Zangari is a financial advisor with UBS Financial Services in Paoli, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he participates in a quarterly program affiliated with Katherine Gibbs/50W in New York. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and both discretionary and non-discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Sarah Stein is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at The Vanguard Group since 2017 and previously held positions at J.P. Morgan Securities and JPMorgan Chase bank NA. Vanguard Advisers offers 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 utilizes a goal-based, algorithm-driven approach with proprietary methodologies to personalize asset allocations and manages a large client base through its automated platform and team servicing model.

Thomas Smith is the Market Leader at Fidelity Investments, where he leads the local Investor Center. In this role, he provides financial and investment guidance to customers, including one-on-one retirement planning, income strategies, college planning services, and integrated employee benefits strategies. He has been with Fidelity Investments since 1998, holding various positions including Financial Consultant, VP of Regional Planning Consultant, VP of Senior Workplace Regional Sales Manager, VP of Regional Sales Manager, and currently Market Leader since 2021. His extensive experience spans over two decades within the company, focusing on sales management, planning consultation, and workplace services. No information on education, credentials, personal interests, or community involvement was provided.

Brent Regaldi is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His previous roles include positions at Delaware Investments and Macquarie Investment Management Business Trust. He is based in Malvern, Pennsylvania. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs, with a focus on scalability and digital delivery.

Ralph Riedel Jr. is a financial advisor at Vanguard Advisers with three years of industry experience. He holds the Series 66 designation and has worked at Vanguard Advisers since 2023. Prior to that, he was self-employed and worked at McKinsey & Company. Outside of his advisory role, he serves as the treasurer on his local homeowners association board. 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, combining digital delivery with a team servicing model at scale.

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.