Terry Stoneberg is a financial advisor at Vanguard Advisers with five years of industry experience. He holds a Series 66 designation and has worked at multiple Vanguard entities since 2025. Prior to joining Vanguard, he was employed at Randstad and NJM Insurance, and he also spent time involved with The Bridge Coffee & Community. 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 employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs.

Travis O Connor is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Firstrust Financial Resources, Equitable Advisors, LLC, Kelman and Magliari Management, Ameriprise Financial Services, LLC, Capital Analysts, and Lincoln Investment. 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 models and offers portfolios primarily constructed from Vanguard funds and ETFs, with a range of customization options.

Darrell Montgomery is a financial advisor with Vanguard Advisers, holding Series 65 and Series 63 licenses and 22 years of industry experience. He has been with Vanguard Advisers since 2019 and is also associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2017. 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 with portfolios constructed mainly from Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing hundreds of thousands of client relationships through a combination of automated platforms and advisor teams.

Daniel Gennusa is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. His prior work includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as power of attorney for his parents and holds a partial ownership interest in an investment-related business. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet certain net-worth thresholds.

Maeghanfiona Talley Dyer is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with various Vanguard entities since 2010 and serves as an executive board member for NBIA Disorders, a nonprofit organization focused on fundraising. 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 with portfolios mainly composed of Vanguard funds and ETFs, combining digital scale with personalized investment strategies.

Tyler Bruno is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 66 designation and has worked at Vanguard Advisers, The Vanguard Group, Inc., and Vanguard Marketing Corporation since 2022. Prior to that, he was employed at Automatic Data Processing Inc from 2020 to 2022. 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 and manages portfolios primarily using Vanguard funds and ETFs.

Adam Herdel is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and three years of industry experience. He has worked with various Vanguard affiliates since 2016, including Vanguard Investments Australia Ltd and Vanguard Marketing Corporation. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using its proprietary models and largely invests in Vanguard funds and ETFs, offering a range of customization options through a high-scale, digitally delivered platform.

Jian Shi is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2025, Jian worked for Morgan Stanley Smith Barney LLC from 2021 to 2025 and operated Shi Consulting LLC from 2015 to 2021. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Ryan Bronowicz is a CFP® and Series 66-licensed financial advisor with 17 years of industry experience. He has worked at The Vanguard Group since 2017 and previously held roles at PNC Investments LLC and PNC Bank from 2013 to 2017. Bronowicz is based in Malvern, PA. Vanguard Advisers delivers automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Matthew Devenney is a CFP® with 12 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2012. He holds a Series 63 license and is based in Malvern, PA. In addition to his advisory role, he assists in managing an immediate family member’s investment accounts in a limited fiduciary capacity. 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, offering a range of customization options and tax-aware strategies.

Praveen Chand is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Vanguard Advisers in Malvern, PA. He has been with The Vanguard Group, Inc. since 2005. 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 methodologies and primarily constructs portfolios from Vanguard funds and ETFs.

Philip Leshock is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Exton, PA, with 12 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, he manages two rental properties jointly with his wife. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive written recommendations across various planning areas while keeping planning and managed-account services separate.

Priya Ramchandran is a financial advisor at Vanguard Advisers with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Vanguard since 2014. Outside of her advisory role, Ramchandran teaches Zumba classes at the Greater Philadelphia YMCA and Simplex Wellness. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach to construct personalized portfolios primarily from Vanguard funds and ETFs, supporting a broad range of client needs with scalable digital delivery and a team servicing model.

Robert Kearns Jr. is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at The Vanguard Group, Inc. since 2019 and previously had roles at Randstad and Profound Technologies. Vanguard Advisers offers 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 primarily constructs portfolios from Vanguard funds and ETFs.

Robert Stuart is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 66 and Series 63 licenses and has been with The Vanguard Group since 2019. Prior to joining Vanguard, he worked at Randstad and Maggiano's Little Italy. Vanguard Advisers offers 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 with portfolios constructed mainly from Vanguard funds and ETFs, supporting a range of customization options.

Joseph Porter is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at multiple Vanguard entities since 2021 and has additional experience at Randstad and other firms. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily Vanguard funds and ETFs.

Ryan Murray is a CFP®-credentialed financial advisor with 15 years of industry experience. He has been with Vanguard Advisers since 2014 and also holds roles within Vanguard Marketing Corporation and The Vanguard Group, Inc. Ryan is based in Malvern, PA. 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 featuring proprietary methodologies and offers portfolios primarily composed of Vanguard funds and ETFs, with options for tax-aware strategies and customization.

Aanand Patel is a financial advisor at Vanguard Advisers with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard Advisers since 2020. Outside of his advisory role, Patel has worked as a contracted driver for DoorDash. Vanguard Advisers provides automated and human-supported investment advice for 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, emphasizing scale and digital delivery with a large advisor team.

Simone Howard is a Series 66 licensed financial advisor with Vanguard Advisers, based in Malvern, PA, and has two years of industry experience. Prior to joining Vanguard in 2023, she worked in various roles including at Starbucks Coffee Company and Urban Outfitters. Outside of advising, she is involved with Wild Blue Catering as a server for catering events. 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 to construct portfolios mainly from Vanguard funds and ETFs, offering customization options and tax-aware features.

Brad Bryan is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Cetera in Phoenixville, PA. His prior experience includes roles at Charles Schwab, TD Ameritrade, and The Vanguard Group. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.