Jane Simpson is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2019. She has been affiliated with Vanguard in various capacities since 1998, including roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach and offers personalized asset allocations primarily through Vanguard funds and ETFs.

Michael Ward is a financial advisor with Vanguard Advisers based in Malvern, PA. He holds Series 63 and Series 66 designations and has 24 years of industry experience, all with The Vanguard Group since 1999. Vanguard Advisers provides 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 approach utilizing proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs.

Gregory Novick is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His work history includes roles at Vanguard Advisers, The Vanguard Group, and Allied Integrated Marketing. He also serves as a full agent for an immediate family member’s investment accounts. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, focusing on 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 digital platform and extensive advisor network.

Linda Galante is a ChFC®-designated financial advisor with over 30 years of industry experience. She has worked at FSC Securities Corporation, Inc. and American Capital Corporation before joining OSAIC in 2023. Outside of her advisory work, she co-owns a tax preparation business operating through Brickshire Investment Group, Inc. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits. The firm offers a range of advisory and brokerage services using advanced portfolio construction tools and multiple third-party solutions.

Jake Kramer is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 66 designation and has been with The Vanguard Group since 2019. Prior to joining Vanguard, he worked at Starbucks Corporation, Anexinet Corporation, and Sidecar Interactive, Inc. 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 that employs proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Anthony Sassano is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 66 and Series 63 licenses and seven years of industry experience. His career includes roles at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, as well as previous experience at NYLIFE Securities LLC and New York Life Insurance Co. 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 with proprietary methodologies and primarily constructs portfolios from Vanguard funds and ETFs.

Richard Brauer is a CFP® certified financial advisor with 19 years of industry experience, currently working at Vanguard Advisers since 2011. He holds Series 63 and Series 66 licenses and is based in Malvern, PA. Outside of his advisory role, he serves as an executor for a family estate. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to construct personalized portfolios predominantly featuring Vanguard funds and ETFs.

Margaret Todd is a CFP® with 18 years of industry experience, currently with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2015 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by extensive research and analytics.

Dexter De La Rosa is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Santander Securities, Merrill, JPMorgan Chase Bank, and Knights of Columbus Insurance. 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 constructed mainly from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Filippo Menegon is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as experience in the entertainment and education sectors. 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 constructed largely from Vanguard funds and ETFs, combining digital delivery with personalized service at scale.

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® and Series 63 credentialed financial advisor with 13 years of industry experience. He has been with Vanguard Advisers since 2018 and has held roles with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2013. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a large team of advisors managing a high volume of client relationships.

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.