Corey Goldiner is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Fidelity, he worked at The Vanguard Group from 2016 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products including model portfolios delivered to intermediary platforms.

Joseph Haney is a CFP® with 18 years of experience in the financial industry. He has been with The Vanguard Group, Inc. since 2011 and is currently associated with Vanguard Advisers. 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 with portfolios constructed mainly from Vanguard funds and ETFs, supported by a large team of advisors and a digital delivery platform.

Jared Stanley is a CFP® with 17 years of industry experience, currently advising at Cetera. His prior roles include positions at Citadel Federal Credit Union, Cuso Financial Services, LP, and The Vanguard Group, INC. Outside of his advisory work, he is involved in coaching youth sports. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, supporting over 10,000 advisors and managing more than $256 billion in assets.

Hilary Hayes is a financial advisor with Vanguard Advisers, holding a Series 66 designation and three years of industry experience. She has been with Vanguard and its affiliated entities since 2022. Outside of her advisory role, Hilary owns and manages a restaurant business, overseeing payroll, tax filings, bookkeeping, and general management. 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 investment approach utilizing proprietary models, with portfolios primarily composed of Vanguard funds and ETFs and a range of customization options.

Matthew Harter is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, Private Advisor Group, and Radnor Financial Advisors. Outside of financial services, he was involved with Backyard Beans Coffee Company. 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 and constructs portfolios primarily from Vanguard funds and ETFs.

Madeline Huis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at West Chester Animal Hospital and SoundHorse. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Matthew Rueter is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to Vanguard, he worked at Equitable Advisors and has experience in retail sales through his involvement with Rueter's Christmas Trees. Outside of finance, he has operated small businesses providing lawn maintenance and golf caddie services. Vanguard Advisers serves retail investors and eligible retirement plan participants through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach focused on personalized asset allocations, primarily using Vanguard funds and ETFs, and manages a high volume of client relationships through its digital platform and team servicing model.

Andrew Zeplin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies that align with his clients' long-term financial goals. Andrew offers expertise in a range of areas including college education planning, family wealth management, philanthropic planning, portfolio management, and tax minimization. He holds a Bachelor's Degree from West Chester University of Pennsylvania and has earned professional designations as a Certified Financial Planner (CFP), Accredited Wealth Management Advisor (AWMA), and Personal Investment Advisor (PIA). Andrew is committed to helping families navigate complex financial topics and to pursuing their goals in a tax-efficient manner. In addition to his professional work, Andrew participates in community volunteer activities. His personal interests include basketball, golfing, running, and spending time with his family.

Trevor Brockwell is a Series 66-licensed advisor at Vanguard Advisers with one year of industry experience. His prior work includes roles at Police and Fire Federal Credit Union and entrepreneurial activities such as operating a business named Sweetly Scooped. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that utilizes proprietary models and Vanguard funds and ETFs.

Marlene Matula is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 65 credentials and eight years of industry experience. She has been with Vanguard Advisers since 2019 and also maintains roles with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2017. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and largely constructs portfolios from Vanguard funds and ETFs, offering a range of customization options.

Druv Sardana is a CFP® with four years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His career includes roles at The Vanguard Group, Obsidian Planning Solutions, and prior employment during his education at Virginia Tech and James Madison High School. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and extensive advisor team.

Matthew Kedash is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Trinity Wealth Advisors and Florida Financial Advisors, LLC. Outside of finance, he has worked in the food service industry, including ownership roles at Bethany Blues BBQ Pit and Gee Bowls Newark LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Shari Morelli is a financial advisor at Vanguard Advisers with a Series 66 credential and three years of industry experience. Her prior work includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of finance, she has experience in education and nonprofit sectors, including positions with the Lower Merion School District and Mainline Reform Temple. Vanguard Advisers offers both 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 to develop personalized asset allocations, managing portfolios mainly composed of Vanguard funds and ETFs.

Rachel Anderson is a financial advisor at Vanguard Advisers with three years of industry experience. She holds the Series 66 and Series 63 licenses. Her prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Aramark. 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 methodologies to personalize asset allocations, with portfolios largely constructed from Vanguard funds and ETFs.

Nicholas Tittanegro is a financial advisor with Vanguard Advisers holding a Series 66 designation. He has been with Vanguard and its affiliated entities since 2025. Prior to his current role, his experience includes positions at MidCap Financial and various educational and community organizations. 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 with portfolios largely constructed from Vanguard funds and ETFs, offering customization features and serving a large client base through a combination of digital platforms and advisor support.

Ryan Porter is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Vanguard entities since 2017, including Vanguard Marketing Corporation and The Vanguard Group, Inc. Prior to that, he spent one year at Gordon College. Vanguard Advisers offers 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 investment approach, incorporating Vanguard funds and ETFs, with options for tax-aware strategies and portfolio customization.

Brian Applestein is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with The Vanguard Group since 2016, following brief positions at J&J Staffing and Colymer Industries. Vanguard Advisers provides both 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 mainly composed of Vanguard funds and ETFs.

Sharon Riley is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with The Vanguard Group since 2002 and also serves as president of Sew Riley Design LLC, a quilting business. Additionally, she is involved with Media Presbyterian Church as a Banner Elk Youth Coordinator and chaperone for student mission trips. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through digital delivery and a team servicing model, focusing on personalized asset allocation and tax-aware investment strategies.

William Stewart IV is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and previously worked at Janney Montgomery Scott and Janney Montgomery Scott LLC. Stewart is based in Phoenixville, PA. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and government entities, providing financial planning and investment consulting primarily on a non-discretionary basis.

Kwame Edwards 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 firms including Janney Montgomery Scott, Merrill Lynch, and JPMorganChase Bank. Edwards also served in the Peace Corps. 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 a proprietary glide-path methodology and constructs portfolios mainly from Vanguard funds and ETFs, offering customization options including ESG and tax-aware features.