Walter Tuttle is a Series 66 credentialed advisor with 15 years of industry experience, all with The Vanguard Group, Inc. He is based in Malvern, PA. Outside of his primary role, he serves as a fiduciary agent managing investment accounts for immediate family members. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary models to set personalized asset allocations, primarily investing in Vanguard funds and ETFs, and offers a range of customization options.

Andrew Strauss is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Brendan Mc Ginn is a financial advisor with Cambridge Investment Research Advisors in Malvern, PA, holding a Series 66 designation and one year of industry experience. His prior work includes four years at United States Liability Insurance and four years at the University of Scranton. He is a member of the Chester County Chamber of Business and Industry. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary and third-party strategies across various platform arrangements.

Thomas Helmig Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management, having spent his entire 15-year career with the firm. He began in the home office in Hopewell, New Jersey, where he gained experience across various segments before transitioning in 2018 to a family practice in Wayne, Pennsylvania. Thomas leverages the world-class resources at Merrill Lynch and the extensive experience of the Helmig Lammers Group to provide clients with customized wealth management solutions. His expertise includes investment strategy, portfolio management, education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and coordination with attorneys, accountants, and other professionals to develop comprehensive financial plans. Thomas holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and a Personal Investment Advisor (PIA) certification. He earned his bachelor's degree from the University of Delaware and completed high school at Malvern Prep. Outside of his professional role, Thomas is actively involved in coaching youth sports within his community. He resides in West Chester with his wife, Jillian, and their three sons. In his free time, he enjoys spending time with family and friends, golfing, cooking, exercising, reading, and following Philadelphia sports teams.

Stephen Kollias is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Hartford Investment Financial Services and Hartford Life Distributors. He is a minority interest owner in CUEME, a phone app venture based in Marlton, NJ. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, supported by tax-aware features and customization options.

Frederick Brodie is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 1999. Outside of his advisory role, he serves on the investment committee of The Savoy Company, a nonprofit theater organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is notable for its role in managing registered investment companies and delivering model portfolios through systematic methodologies.

Giorgio Athans is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2021. Prior to that, he was employed by AIG Retirement Services and Valic Financial Advisors from 2014 to 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers its advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Louis Lanzalotto is a financial advisor with Ameriprise in Malvern, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Lanzalotto serves on the Board of Directors for the Malvern Borough Park & Rec Board. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement-income recommendations through a centralized consulting team.

Jessica McBride is a CFP®-certified financial advisor with 20 years of experience, currently serving at Vanguard Advisers since 2005. She is based in Malvern, PA. Outside of her advisory role, she has ownership of a real estate business focusing on rental properties. Vanguard Advisers offers 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 and manages large-scale client relationships primarily through digital delivery and a team servicing model.

Cole Crimlish is an Investment Consultant at Fidelity Investments, where he works closely with clients to understand their unique goals and financial aspirations. He is dedicated to providing personalized support that helps clients feel confident and in control of their financial future. Prior to his current role, Cole served as a Financial Representative at Fidelity Investments from 2023 to 2025 and was an Associate at Victory Capital Management in 2023. Cole's professional experience spans various roles within the investment and financial services industry, allowing him to develop expertise in client relationship management and investment consulting. Outside of his professional endeavors, Cole enjoys activities such as cars, fishing, golf, music, pets, and snowboarding.

Jessica Wilson is a financial advisor at Vanguard Advisers with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple Vanguard entities since 2018. Her experience also includes roles at the International Business Institute, Clark Associates, and Messiah College. Vanguard Advisers offers 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, focusing on personalized asset allocations using Vanguard funds and ETFs, supported by a large advisory team and digital delivery platform.

Michael Gioia is a financial advisor with Ameriprise in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Gioia serves as a board member and treasurer for the Silverside Commons Condo Council. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, with a centralized consulting team supporting its advisors.

Robert Mcclure is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and over 46 years of industry experience. He has been with Equitable Advisors since 1999, following a dual affiliation with Axa Advisors. Outside of his advisory role, he works as a school bus trip driver for athletic teams in the West Chester, PA area. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Grey Mitchell is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has previously worked at The Vanguard Group, Equitable Advisors, and Northwestern Mutual. Outside of his financial services career, he has experience in moving and storage services and operated a rental business for several years. Mass Mutual Investors Services is a subsidiary of MassMutual that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations through annual collaborative planning engagements.

Kathleen Doerr is a financial advisor with Vanguard Advisers, holding a Series 66 designation and three years of industry experience. She has worked within various Vanguard entities since 2023 and has prior experience in real estate and staffing services. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, offering goal-based, algorithm-driven portfolios primarily constructed from Vanguard funds and ETFs. The firm is notable for its scale and digital delivery model, managing a large client base with a high client-to-advisor ratio.

David Schaeffer is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and firm-approved processes, focusing on advisory services without providing individual security recommendations as part of standalone planning.

Andrew Holva is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and having nine years of industry experience. He has been with The Vanguard Group since 2016. 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 with proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Robert Rigsby Jr. is a financial advisor at Vanguard Advisers with 18 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Vanguard-affiliated firms since 2007, including roles at Vanguard Marketing Corporation and The Vanguard Group. He also spent a year at Villanova University. Vanguard Advisers offers 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 and constructs portfolios mainly from Vanguard funds and ETFs, with various tax-aware and customization features.

Christine Diemidio is a financial advisor at Raymond James & Associates with 26 years of industry experience. She has been with Raymond James & Associates since 2016 and holds Series 63 and Series 65 licenses. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Matthew Goshey is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with The Vanguard Group since 2018. Prior to joining Vanguard, he worked at Best Buy and WSFS Bank. Vanguard Advisers offers both 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 to portfolio construction, primarily using Vanguard funds and ETFs, and serves a large client base through its combination of digital platforms and a team servicing model.