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.

Matthew Shirley is a CFP® with 11 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. and its affiliated Vanguard Marketing Corporation since 2014. Vanguard Advisers offers automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Zhi Martinez is a CFP® and holds a Series 63 license, currently serving as an advisor at Vanguard Advisers with one year of experience. Prior to this role, Martinez worked at The Boston Consulting Group from 2015 to 2017 and has been with various Vanguard entities since 2017. Vanguard Advisers offers 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 methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Kelly Mc Guire is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with The Vanguard Group, Inc. since 2018. Prior to this, she worked at Pennsylvania State University and Luigi & Giovannis. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that incorporates proprietary methodologies and primarily invests in Vanguard funds and ETFs.

Mark Malone is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been associated with The Vanguard Group, Inc. and its affiliates since 2018. Outside of his advisory role, he operates an e-commerce business focused on eBay sales. 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, constructing portfolios largely from Vanguard funds and ETFs with various tax-aware and customization features.

Elizabeth Ann Findeison is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with The Vanguard Group and its affiliated entities since 2017, following two years at Randstad. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach to asset allocation primarily through Vanguard funds and ETFs. The firm’s scale and digital delivery platform support a large client base with a combination of automated services and advisor teams.

Stephen Schwanke is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior experience includes roles at Fidelity Investments Institutional Services Company and Mutual Advisors, LLC. Outside of his advisory work, he is president of Alta Medicare, a supplemental insurance sales business. Vanguard Advisers provides 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 largely composed of Vanguard funds and ETFs, supported by a large advisory team and digital delivery platform.

Ryan Kessler is a CFP® with 25 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 2000. 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 and manages a large client base through its scale and digital delivery model.