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 financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase & Co. from 2021 to 2024. Logan served in the United States Navy from 2019 to 2021. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

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 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 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, holding Series 66 and Series 63 designations and four years of industry experience. Prior to joining Vanguard, she worked at Target Corporation and Best Buy. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through both automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering various customization options and managing a large client base at scale through a digital delivery platform.

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.