Anthony Dilello is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with The Vanguard Group since 1996. Outside of his advisory work, he is also engaged in stock photography as a self-employed photographer and works part-time as a freight handler for FedEx. Vanguard Advisers delivers 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 using proprietary models to set personalized asset allocations and offers a broad range of customization options, managing a high volume of client relationships through its extensive advisor team and digital platform.

Devon Cristales is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Vanguard Advisers, Cristales served in the United States Marine Corps and held roles at several organizations including the Pat Tillman Veterans Center and Arizona State University. 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 that uses proprietary models to personalize asset allocations. The firm manages a large client base through a combination of digital platforms and advisor teams, primarily offering portfolios constructed from Vanguard funds and ETFs.

Benjamin Dourte is a CFP® professional with 27 years of industry experience, currently serving at Vanguard Advisers since 2018. His prior experience includes tenures at Compass Ion Advisors, LLC and Apw Capital, Inc. from 2008 to 2018. He maintains an active insurance license, though he does not perform duties related to it. Vanguard Advisers offers 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, managing a large client base with an emphasis on Vanguard funds, ETFs, and tax-aware strategies.

Jude Swisher is a financial advisor at Ameriprise based in Exton, PA, holding a Series 66 designation. He joined Ameriprise in 2025 and has one year of industry experience. Prior to this, he was involved with St Agatha-St James Catholic Church from 2023 to 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Samantha Novotny is a Series 66-credentialed financial advisor with seven years of industry experience. She has been with Vanguard Advisers since 2025 and has experience working with multiple Vanguard entities since 2009. Outside of her advisory role, she operates an e-commerce business selling items on Etsy. 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, utilizing proprietary models to construct portfolios primarily from Vanguard funds and ETFs, and manages a large client base through a combined digital and advisory team model.

Ashley Kopczynskie is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses with eight years of industry experience. She has been affiliated with Vanguard entities since 2018, including Vanguard Marketing Corporation and The Vanguard Group. Prior to her career in finance, she worked at Enterprise Rent-A-Car and attended West Chester University. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through a goal-based, algorithm-driven investment approach that combines automated and human-supported advice. The firm manages large-scale client relationships primarily using Vanguard funds and ETFs, offering customizable portfolios with tax-aware features.

Logan Hartrum is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and four years of industry experience. He has been with Vanguard Advisers and its affiliated entities since 2022. Before his career in finance, he held various roles including work at Monster Energy and West Chester University of Pennsylvania. 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 and constructs portfolios mainly with Vanguard funds and ETFs, offering various customization options and tax-aware features.

Christine Dibona is a financial advisor at Vanguard Advisers with 38 years of industry experience. She has been with The Vanguard Group since 2008 and holds Series 63, Series 65, and Series 66 credentials. 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 and manages a large client base through a combination of digital platforms and advisor teams.

Kyle Gibson is an Investment Consultant at Fidelity Investments, a role he has held since 2025. He previously worked at Fidelity Investments as a Relationship Manager from 2023 to 2025 and as a Financial Representative in 2023. Prior to joining Fidelity Investments, Kyle was a Private Bank Senior Associate at Bank of America Private Bank from 2017 to 2023. As a financial professional and US Army Veteran, Kyle emphasizes the importance of foundational planning in financial management. He partners with families to understand their unique values and principles and collaborates with them to develop personalized strategies aimed at achieving financial freedom. Kyle's personal interests include military service and volunteering.

Eric Filippone is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Woodbury Financial Services, and New England Securities. LPL Enterprise provides investment advisory and brokerage services to a varied client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers alongside affiliated trust and insurance services.

Joseph Bowers is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ic Advisory Services Inc, The Investment Center, Inc., and Independent Network, Inc. Outside of advising, he maintains a CPA practice specializing in tax preparation and accounting services related to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Michael Daly is a financial advisor at Vanguard Advisers with credentials including Series 63 and Series 66, and over four years of experience in the financial services industry. His prior work includes roles at Fidelity Investments, The Vanguard Group, Inc., and experience outside finance with organizations such as West Chester University and Whitpain Township’s Day Camp. 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 and primarily invests in Vanguard funds and ETFs to offer customizable portfolios.

Joseph Morrison is a CFA® charterholder with 12 years of industry experience. He is currently with Vanguard Advisers and has been associated with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2014. Vanguard Advisers delivers 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, utilizing proprietary models and primarily Vanguard funds and ETFs.

Jordan Greene is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2016. He holds a Series 63 designation and is based in Malvern, PA. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving 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 options for customization and tax-aware features.

Nicola Gallo is an advisor at Vanguard Advisers with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Vanguard Advisers in 2026, Gallo held roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., beginning in 2024, and has work experience outside the financial industry including positions at Chicago Public School North Side College Prep and Chicago Park District. Vanguard Advisers provides 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 employs a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, offering customization options such as ESG and tax-aware features.

Theresa Westwood is a financial advisor at Vanguard Advisers with 19 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Vanguard Advisers since 2023. Outside of her financial career, Westwood is a dance instructor at Jane Barrons Academy of Dance and serves on the executive board of Brandywine Ballet. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm is notable for its large scale and digital delivery model, managing a high volume of client relationships across more than 2,200 advisors.

Max Teyral is a financial advisor with J.P. Morgan Securities in West Chester, PA, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, he worked at THE Vanguard Group, Inc. from 2022 to 2025. Outside of finance, he works as a server at Sedona Taphouse, a restaurant in West Chester. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s process combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Charles Dowling Jr. is a financial advisor at Vanguard Advisers with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Vanguard entities since 1988, including Vanguard Advisers since 2020. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach to create personalized portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through a combination of digital platforms and advisory teams.

Jake Slomiak is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and four years of industry experience. His career includes roles at The Vanguard Group, Vanguard Marketing Corporation, New York Life Insurance Company, and NYLife Securities. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach to construct portfolios primarily from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Albert Wong is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2014. He has been associated with The Vanguard Group and Vanguard Marketing Corporation since 1995. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach, employing proprietary models to create personalized asset allocations largely composed of Vanguard funds and ETFs.