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 prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Woodbury Financial Services. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform.

Joseph Bowers is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Ic Advisory Services Inc and The Investment Center, Inc., and has provided tax preparation and accounting services as a CPA since 1982. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services, with both discretionary and non-discretionary management and access to model portfolios and research from multiple sources.

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 a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 designations and two years of industry experience. Prior to joining Vanguard Advisers, Gallo worked in various roles including positions at Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of the financial sector, Gallo has experience working with the 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 Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering tax-aware features and a range of customization options.

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 at Vanguard Advisers with four years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Vanguard Advisers, he worked at New York Life Insurance Company and NYLife Securities LLC, among other roles. 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 construct portfolios primarily from Vanguard funds and ETFs.

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.

Brooks Mcdonald is a financial advisor at Vanguard Advisers with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with The Vanguard Group since 2011. 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 constructs portfolios primarily from Vanguard funds and ETFs.

Brooks Desjardins is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with Vanguard Marketing Corporation and THE Vanguard Group, Inc. since 2012. Vanguard Advisers provides investment advice through a combination of automated and human-supported services, targeting retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach centered on proprietary models and primarily invests in Vanguard funds and ETFs.

Nicole Ripper is a financial advisor at Vanguard Advisers with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with The Vanguard Group since 2008. 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 and primarily constructs portfolios from Vanguard funds and ETFs, offering extensive customization and tax-aware features.

Blake Tomasco is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Vanguard Marketing Corporation and The Vanguard Group since 2021 and previously held roles in sales, marketing, and landscaping. 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 create personalized portfolios primarily composed of Vanguard funds and ETFs.

Max Land is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has previously worked at Creative Financial Group, MML Investors Services LLC, and Northwestern Mutual. Outside of finance, he has been involved with the Golf Association of Philadelphia. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Calen Ulmer is a financial advisor with Vanguard Advisers, holding a Series 66 credential and one year of industry experience. Prior to joining Vanguard in 2025, Ulmer worked in various roles including at Enterprise Mobility and the Sanctuary Wellness Institute. Outside of his advisory work, he is contracted with DoorDash for delivery services. 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, constructing portfolios primarily from Vanguard funds and ETFs with options for tax-aware features and customization.

Ethan Harris is a financial advisor at Cetera with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Citadel Federal Credit Union, The Vanguard Group, and CUSO Financial Services, LP. He has business experience outside finance, having worked with MovingU & JunkU LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, allowing advisors to utilize affiliated and third-party managers or create bespoke strategies.

Caroline Blaesche is a financial advisor at Vanguard Advisers with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various firms including Guinan Financial Group and Northwestern Mutual Investment Services. She has been with Vanguard and its affiliates since 2021. 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 offers customizable portfolios largely composed of Vanguard funds and ETFs.