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 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.

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.

Shaleah Ingram is a financial advisor with Primerica Advisors in Exton, PA. She holds Series 63 and Series 65 licenses and has five years of industry experience. Her prior work includes roles at Club Pilates, Excellence In Motions Associates, EB Media, and Reach Gospel Radio/Faith City. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, primarily using model-delivery strategies created by unaffiliated asset managers.

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.

Michael Logan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 63 credentials and 18 years of industry experience. Prior to joining Raymond James in 2022, he spent 14 years with Warren Financial Service. Outside of his advisory role, he assists clients with tax preparation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs non-discretionary planning and risk profiling tools to tailor investment strategies and supports clients through advisory programs and institutional consulting services.

Joseph Marcelli is a CFP® with four years of experience in financial advising, currently working at Vanguard Advisers. He previously worked at The Glenmede Trust Company, N.A. and QBE Insurance. Marcelli is involved in fundraising for the High Fives Foundation, a nonprofit organization. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations largely constructed from Vanguard funds and ETFs.

Kristy Douglas is a financial advisor at Cetera with eight years of industry experience and holds a Series 66 designation. She previously worked at Avantax Advisory Services and 1st Global Advisors before joining Cetera. Outside of her advisory role, she serves on the financial advisory committee for the Goshen Fire Company and owns a CPA firm providing tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts across multiple program structures.

Michael Paternostro is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior roles include positions at Prudential, LPL Enterprise, and multiple Vanguard entities. Outside of advisory work, he is a mortgage loan originator with Vanguard Lending LLC, focusing on residential loan origination. Vanguard Advisers provides automated and human-supported investment advice for retail investors and employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that incorporates personalized asset allocations and tax-aware strategies. The firm manages a large number of client relationships with a digital delivery model supported by over 2,400 advisors.

Stephens Morillo is a financial advisor with Vanguard Advisers, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., where he has been employed since 2017, along with prior experience at Mid Atlantic Resource Group and Financial Planning Academy. Vanguard Advisers offers 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 to create personalized portfolios, largely constructed from Vanguard funds and ETFs, with a focus on scalability and digital delivery.

Eli Cohen is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Vanguard Advisers. His prior roles include positions at Fisher Investments, BCG Securities, and Haddon Planning Group. He is based in Malvern, PA. Vanguard Advisers provides both 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 portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through a combination of technology and advisory teams.