Greg Maxey is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity since 2022, holding various roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Prior to joining Fidelity, he worked as a Financial Consultant at Equitable Advisors. As a Certified Financial Planner, Greg works with both new and experienced investors to develop clear, actionable financial strategies. He utilizes digital tools to monitor progress, identify opportunities, and adjust plans over time to keep them aligned with clients' evolving goals. His approach centers on simplifying complex financial concepts and providing practical guidance through each step of the planning process.

Ryan Mc Keon is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at J.P. Morgan Securities LLC from 2016 to 2020. Mc Keon has been with The Vanguard Group since 2020. 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 investment approach using proprietary models to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Tyler Mc Evoy is a CFP® professional with six years of industry experience, currently serving as an advisor at Vanguard Advisers. His career includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. He holds a Series 63 license. Vanguard Advisers provides both 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, utilizing proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Edward Campagna is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with The Vanguard Group since 2013. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodology to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Mariam Jan is a financial advisor at Vanguard Advisers with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has been with The Vanguard Group since 2015. 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 approach to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital and team servicing model.

Caroline Mcdonald is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Haas Financial Group, uFinancial Group, and was involved with Garage Ventures, Inc. DBA Epicurean Garage. She has also held teaching positions at Kutztown University and several local schools. 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 featuring proprietary methodologies and primarily invests in Vanguard funds and ETFs, serving hundreds of thousands of clients through a large advisor team and a digital platform.

Andrew Yorgey is a CFP® with 33 years of industry experience and has been with Vanguard Advisers since 2016. He also holds Series 63 and Series 65 registrations and has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2001. Outside of his advisory role, he is involved in property management through Summit Valley Holdings, LLC. 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 approach using proprietary models to create personalized portfolios mainly comprised of Vanguard funds and ETFs, supported by a large network of more than 2,200 advisors.

John Egan III is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 2013. 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, primarily constructing portfolios from Vanguard funds and ETFs with options for tax efficiency and customization, supported by a large team of over 2,200 advisors.

Graydon Schunkewitz is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 10 years of industry experience, including a decade at The Vanguard Group and related affiliates prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Jude Cooke is a CFP® and Series 66–licensed financial advisor with eight years of industry experience. They have worked at The Vanguard Group since 2021 and previously held roles at Lockwood Advisors Inc., Pershing LLC, Morgan Stanley, and BNY Mellon. Vanguard Advisers delivers both 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 centered on proprietary methodologies and predominantly invests in Vanguard funds and ETFs.

Jennifer Kelly is a financial advisor with Vanguard Advisers in Malvern, PA. She holds the Series 66 designation and has four years of industry experience. Prior to joining Vanguard Advisers, she worked at The Vanguard Group, Inc. since 2021. Kelly serves as treasurer and board member for several local nonprofit organizations, including a high school rowing booster club and a civic association. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized asset allocations, with portfolios constructed mainly from Vanguard funds and ETFs.

Vincent Ham is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Malvern, PA. He has been with The Vanguard Group, Inc. since 2004. 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 investment approach primarily using Vanguard funds and ETFs, and is notable for its scale and digital delivery model.

Kacie Ryan is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and eight years of industry experience. Her career includes roles at The Vanguard Group since 2020, Ethos Capital Advisors, Citizens Bank, and Citizens Securities. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, combining digital delivery and personalized asset allocation.

Brian Campbell is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He previously worked at Bryn Mawr Capital Management, LLC and has spent the majority of his career at The Vanguard Group. Vanguard Advisers offers both automated and human-supported investment advice, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, providing a high client-per-advisor ratio through its digital platform and team servicing model.

Max Pondolph is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following a year at Equitable Advisors LLC. Prior to his financial services career, he held positions at Aramark Food and Uniform Service and the Philadelphia Cricket Club. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles for multiple registered investment companies.

Nicholas Maglio is a financial advisor with Vanguard Advisers, holding the Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Vanguard since 2002, working across Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group Inc. in various 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 models 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.

Joseph Matranga is a CFP® affiliated with Vanguard Advisers, with 11 years of experience in the financial industry. He has worked at several Vanguard entities since 2015 and was previously involved with the West Chester United Soccer Club. 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 investment approach featuring personalized asset allocations and portfolios constructed mainly from Vanguard funds and ETFs.

Manisha Jaie is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked with The Vanguard Group and its affiliates since 2016. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisor teams.

Madeline Mccarthy is a financial advisor with Vanguard Advisers, holding a Series 66 designation and seven years of industry experience. She has worked at The Vanguard Group since 2018, following roles at Blue Rock Financial Group and Guardian Life Insurance. Mccarthy also has experience from the University of Delaware, where she worked from 2014 to 2018. Vanguard Advisers provides both 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.

Robert Curtis Jr. is a CFP® credentialed financial advisor with 11 years of experience, currently with Vanguard Advisers. He has held positions at The Vanguard Group, Inc. and Facet Wealth. 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 incorporates proprietary models and tax-aware strategies. The firm manages a large client base through a combination of digital platforms and advisor teams.