Garrett Fitzgerald is a financial advisor with Vanguard Advisers in Malvern, PA. He holds the Series 66 designation and has two years of industry experience. He has worked in various roles within Vanguard since 2024 and is also the owner of Unlimited-Sod Company, a landscaping business. Vanguard Advisers offers automated and human-supported investment advice for retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Luke Griese is a financial advisor with Vanguard Advisers holding a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. He also previously worked at Infinia Search and AP Benefit Advisors, LLC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies to create personalized portfolios primarily constructed from Vanguard funds and ETFs.

Sophorn Brown is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with OSAIC since 2023 and previously worked at FSC Securities Corp for six years. Brown is also involved with Wharton Business Group, where he has provided trading and client service administration since 2007. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct varied portfolios tailored to client needs.

Kevin Phelan is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously spent seven years with The Vanguard Group. Phelan is based in Exton, PA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Tyler Caton is a financial advisor with Vanguard Advisers, holding Series 65, 63, and 66 licenses and seven years of industry experience. He has worked with several Vanguard entities since 2021 and previously held roles at Pennsylvania Advisory Services and Harrisburg Insurance Services. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach centered on proprietary models and largely constructs portfolios with Vanguard funds and ETFs.

Susan Schmidt is a financial advisor with Ameriprise in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves on the Board of Directors and as Clerk for Fairview Village Seventh Day Adventist Church. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Nicolas Rocha is a financial advisor with Vanguard Advisers, holding Series 65 and Series 66 credentials and six years of industry experience. His prior work includes roles at Wasmer, Schroeder & Company, Inc., Affiliated Distributors, and Randstad. Outside of advising, he has worked as a contract driver for Uber. Vanguard Advisers provides automated and human-supported investment advice for retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach and offers portfolios constructed mainly from Vanguard funds and ETFs, with various tax-aware and customization features.

Matthew Logan is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase & Co. from 2021 to 2024. Logan served in the United States Navy from 2019 to 2021. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Richard Storms is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining LPL Financial in 2024, he worked at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he owns and operates Naturally Rofo, a farm store specializing in beef and produce, and is involved with Heritage Farming LLC and Family Tradition Farming LLC, both focused on agricultural activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios, providing both discretionary and non-discretionary management.

Tiana Patillo is a financial advisor at Vanguard Advisers with 12 years of industry experience. She holds Series 63 and Series 65 credentials. Patillo is also the owner of Patillo Enterprises, LLC, a financial literacy education business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and offers a range of customizable portfolios primarily constructed from Vanguard funds and ETFs.

Andrew Warner is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior roles include positions at Sequence Wealth Management and Sarona Ventures. Warner’s background also includes work at Tulane University and various other organizations. 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 and manages portfolios largely composed of Vanguard funds and ETFs, offering a range of customization options.

Andrea Cohen is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and having 16 years of industry experience. She has been with The Vanguard Group, Inc. since 2011. 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 to portfolio construction, primarily utilizing Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and a team servicing model.

Connor Smith is a CFP®-designated financial advisor with six years of industry experience. He is currently with Vanguard Advisers, where he has worked since 2022, and has been affiliated with Vanguard Marketing Corporation and The Vanguard Group since 2019. His prior experience includes roles at Randstad and the Appoquinimink School District. 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, constructing portfolios primarily from Vanguard funds and ETFs, with features such as tax-aware strategies and customizable options.

Tracy Heinze is a Financial Advisor at Merrill Lynch Wealth Management based in Philadelphia. She works with clients to develop personalized strategies tailored to their unique goals, values, and long-term aspirations. Her approach centers on building trusted relationships through integrity, communication, and service. Tracy has been with Merrill Lynch Wealth Management for three years and holds the Personal Investment Advisor (PIA) designation. She graduated from Saint Joseph's University in 2023 with a bachelor's degree. Her areas of focus include legacy planning, liquidity management, personal retirement planning, portfolio management services, women and wealth, and retirement income. Outside of her professional role, Tracy enjoys drawing and sketching, golfing, running, swimming, tennis, and spending time with her family.

Jeffrey Gunder is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His prior experience includes nearly two decades at Ameriprise Financial Services, followed by five years at Ameriprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

James Roselli is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with The Vanguard Group since 2006. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach that incorporates proprietary models to set personalized asset allocations, with portfolios built mainly from Vanguard funds and ETFs and offering various customization options.

Tracey Herring is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including MML Investors Services and MassMutual. Outside of her advisory work, she consults for PureHaven, a company specializing in nontoxic home and personal care products. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing roughly $671 billion in assets through more than 14,000 financial advisors.

Daniel Tremblay is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard Advisers since 2021. Prior to this, he was associated with Vanguard Marketing Corporation and The Vanguard Group starting in 2019. 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 to construct portfolios primarily from Vanguard funds and ETFs, offering a wide range of customization options.

Benjamin Cohen is a CFP® with 19 years of industry experience currently serving at Vanguard Advisers since 2010. He has also been affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2007. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach uses a goal-based, algorithm-driven methodology with portfolios constructed largely from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Michael Ursomarso is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 registrations and bringing 11 years of industry experience. He has worked at The Vanguard Group since 2019 and previously at Lincoln Financial Distributors from 2015 to 2019. Vanguard Advisers provides both automated and human-supported investment advice to retail clients and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, utilizing proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.