Tarjani Mehta is a Series 66 credentialed financial advisor with Vanguard Advisers in Malvern, PA, and has four years of industry experience. Her work history includes roles at The Vanguard Group, Inc., Edelman Wealth Management, and self-employment. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through both automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options.

Michael Wisman is a Financial Advisor at Merrill Lynch Wealth Management, specializing in managing wealth for affluent families, corporate executives, retirees, and successful business owners. He focuses on providing clients with personalized financial planning and customized wealth management strategies aimed at achieving their specific investment and retirement goals. Michael began his career at Merrill Lynch Wealth Management in 2014. His expertise includes liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He earned a bachelor's degree in economics from Susquehanna University and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Michael enjoys traveling, tennis, skiing, and Thoroughbred horseracing. He resides in Kennett Square, Pennsylvania with his wife, Hope.

Christopher Yamamoto is a Series 66-licensed financial advisor at Vanguard Advisers with three years of industry experience. He has been with Vanguard Advisers, The Vanguard Group, Inc., and Vanguard Marketing Corporation since 2022. Prior to his current role, he worked at Pro-Spect Inspection Services and held positions in the hospitality industry. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing automated and human-supported investment advice through its Digital Advisor and Personal Advisor services. The firm employs a goal-based, algorithm-driven approach using proprietary models and predominantly invests in Vanguard funds and ETFs.

Thomas Egan II is a financial advisor at Vanguard Advisers with five years of industry experience. He holds a Series 66 designation and has been with Vanguard Advisers since 2021. His prior experience includes roles at Morgan Stanley and Equitable Advisors, LLC. 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 to portfolio construction, primarily using Vanguard funds and ETFs, and manages a large number of client relationships through its digital platform and team servicing model.

Jason Cabot is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds a Series 66 designation and has worked with Mass Mutual Investors Services since 2016 and MassMutual Life Insurance Company since 2015. He is also Vice President of UFG Advisors, LLC, an entity related to succession planning for the UFG Advisors team. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning engagements.

Drew Braverman is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at The Vanguard Group and related affiliates since 2012, including a prior role at Empower Financial Services. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through automated and human-supported investment advice, using a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs. The firm manages a large client base with a focus on digital delivery and scalable, customizable solutions.

Spencer Watkins is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with The Vanguard Group and its affiliated entities 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 portfolios constructed primarily from Vanguard funds and ETFs, offering a range of customization options and managing hundreds of thousands of client relationships through a combined digital and advisor-supported platform.

Shane Kozup is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 11 years of industry experience. Prior to joining Vanguard in 2025, he worked at Fidelity Personal and Workplace Advisors and Fidelity Investments from 2017 to 2025, as well as at Bank of America and Merrill from 2014 to 2017. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach to portfolio construction, primarily using Vanguard funds and ETFs, and manages a large client base through its digital platform and extensive advisor team.

Edward Eckenroad is a financial advisor at Ameriprise with 24 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2008. He serves on the boards of The Preserve at Inniscrone and Sigo in Avondale, PA. 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 recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Kyle Gadiel is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He joined Fidelity in 2013 and has held various roles within the company, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Kyle worked as a Registered Client Associate and Financial Advisor at Wells Fargo Advisors, as well as a Financial Advisor at AXA Advisors. Kyle is a CFP® professional who focuses on helping clients navigate financial decisions influenced by market conditions, life transitions, and changing priorities. He emphasizes developing personalized financial plans that align clients' wealth with their individual needs, goals, and values. Outside of his professional career, Kyle's personal interests include baseball, football, and golf.

Andrew Hiller is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 licenses. His prior firms include Cuso Financial Services, Lp, where he worked for 18 years, and Citadel Federal Credit Union, where he has been involved since 2002. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies.

Jonathan Hamill is a financial advisor at Vanguard Advisers with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank, and Wells Fargo Clearing. He is based in Malvern, PA. 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 featuring proprietary methodologies and primarily Vanguard funds and ETFs, serving a large client base through a high client-per-advisor ratio.

Jonathan Compton is a Series 66-registered financial advisor at Vanguard Advisers with one year of advisory experience. He has been with The Vanguard Group and its affiliates since 2021. His earlier background includes time spent at The Pennsylvania State University and Conestoga High School. 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 approach to portfolio construction, leveraging Vanguard funds and ETFs and offering customization options including ESG preferences and tax-aware strategies.

Caterina Ciarlante is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Vanguard Advisers since 2019 and has concurrent roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Since 2024, she also serves as a trustee for an immediate family member’s investment trust. Vanguard Advisers delivers 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 approach using proprietary models to personalize asset allocations, primarily through Vanguard funds and ETFs, and manages a high volume of client relationships through its digital and team servicing platform.

Joshua Newett is a Series 66-licensed financial advisor at Vanguard Advisers with one year of industry experience. Before joining Vanguard Advisers, he worked at Edward Jones for two years and has a background that includes roles in education and international service. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans with a goal-based, algorithm-driven investment approach that combines automated and human-supported advice. The firm manages a large client base through its digital platform and team servicing model, offering portfolios primarily composed of Vanguard funds and ETFs with various customization options.

Paul Bisbal is a financial advisor at Vanguard Advisers with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA and TIAA-CREF for 15 years. Since 2025, he has been associated with multiple Vanguard entities, including Vanguard Advisers and Vanguard Marketing Corporation. 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, utilizing proprietary models and primarily Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisory teams.

Gregory Zegalia is a financial advisor at Vanguard Advisers with five years of industry experience. He holds the Series 66 designation and has worked at The Vanguard Group, JPMorgan Chase Bank, and J.P. Morgan Securities. 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 employs a goal-based, algorithm-driven investment approach, constructing portfolios primarily from Vanguard funds and ETFs with tax-aware features and a range of customization options.

Sung Cho is a CFP® with six years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with Vanguard in various capacities since 2019, including roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., and previously worked at Springboard Media. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, utilizing a goal-based, algorithm-driven approach with proprietary methodologies to set personalized asset allocations. The firm manages a large volume of client relationships through a combination of digital platforms and advisor teams, primarily focusing on retail and plan participant clients.

Joseph Brooks is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in 1981 as a Financial Advisor in Philadelphia before relocating his practice to Media, Pennsylvania, in 1984. From 1993 to 2013, he served as the Resident Director of the Media office. After choosing to focus exclusively on client service in 2013, he expanded his practice with the addition of his daughter in 2017 and later integrated with the Exton office team in 2021. Joe’s expertise encompasses a range of client focus areas including divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, defined benefit plans, personal retirement planning, portfolio management, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. He applies his knowledge of risk management and personalized financial planning to support clients in building, preserving, and generating wealth. He holds a Bachelor of Science degree in Accounting from St. Joseph’s University and has earned professional designations such as Certified Investment Management Analyst (CIMA®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional responsibilities, Joe enjoys golfing, reading, traveling, and spending time with his wife Denise, their three children, and five grandchildren. He has also served as President of Aronimink Golf Club in Newtown Square, Pennsylvania.

Deborah Mier is a financial advisor at Vanguard Advisers with four years of industry experience. She holds a Series 66 designation and previously worked for Mier Communications, Inc. (dba Miercom) for 15 years before joining Vanguard in 2022. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach and manages portfolios largely composed of Vanguard funds and ETFs.