Thomas Maltese is a CFP® professional with 22 years of industry experience, currently serving at Vanguard Advisers since 2015. He has been associated with Vanguard Marketing Corporation and The Vanguard Group Inc. since 2004. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach featuring proprietary methodologies and portfolios constructed mainly from Vanguard funds and ETFs.

Michael Simek is a CFP® with 19 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2011. He has worked with Vanguard Marketing Corporation and The VANGUARD GROUP, INC. since 2005. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach and primarily constructs portfolios from Vanguard funds and ETFs, offering a variety of customization options.

Matthew Davis is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory work, he performs as a professional bagpiper and serves as Treasurer on the board of the Philadelphia Ulster Scottish Pipe Band. Vanguard Advisers offers 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, utilizing proprietary models and primarily Vanguard funds and ETFs to construct personalized portfolios.

Darrin Hoffman is a CFP® with 32 years of industry experience, currently serving at Vanguard Advisers. His previous roles include positions at Merrill Lynch and Vesper Capital Management. Outside of finance, Hoffman engages in underwater photography and instruction as a self-employed photographer. 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 approach to portfolio construction, primarily employing Vanguard funds and ETFs, and serves a large client base through a digital delivery and team servicing model.

Daniel Davis is a financial advisor with Vanguard Advisers, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Vanguard since 2013, working at both Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of his advisory role, he is involved as a minority interest owner in private placement ventures and owns rental property. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, focusing primarily on retail investors and retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs, emphasizing scale and digital delivery across a large client base.

Douglas Rothenberger is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Ascensus and KeyBank. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service aimed at clients approaching or in retirement, providing tailored retirement-income planning and ongoing advice based on proprietary research and third-party data.

Konrad Stauffer is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Vanguard Advisers since 2017 and is also employed in order fulfillment at Home Depot. 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 a large client base through both automated platforms and advisor teams.

Michael Levay is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63, Series 66, and Series 65 registrations. He has four years of industry experience, including roles at TD Bank and its private client wealth division before joining Vanguard in 2026. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s goal-based, algorithm-driven approach uses proprietary models to set personalized asset allocations, primarily through Vanguard funds and ETFs, combining digital delivery with a large team of advisors.

Marshall Blalock is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. His professional background includes roles at PNC Investments and PNC Bank from 2006 to 2017, followed by his current position at The Vanguard Group since 2017. Outside of finance, he is active as a musician and producer with Bandcamp. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach, primarily utilizing Vanguard funds and ETFs, and manages a large client base with over 2,200 advisors.

Joseph Adams is a financial advisor with Vanguard Advisers, holding a Series 66 designation and with one year of industry experience. He has been with Vanguard Advisers and its affiliated entities since 2026. Prior to joining Vanguard, his background includes various roles unrelated to finance, including work in education and service industries. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor 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 and offers portfolios constructed mainly from Vanguard funds and ETFs with various tax-aware and customization features.

April Heiser Liedike is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her prior roles include positions at Securities America, Park Avenue Securities, and Guardian Life Insurance. She is also a partner at Proactive Tax Strategies, LLP, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jay Goldblum is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 66 and Series 63 designations. Outside of his advisory role, Goldblum is the owner of Patriot Snacks LLC, a vending machine business. 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 set personalized asset allocations, offering portfolios primarily composed of Vanguard funds and ETFs alongside various tax-aware and customization features.

Dawson Muth is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. His prior work includes roles at MML Investors Services and MassMutual Life Insurance Co. Outside of finance, he has worked as a caddy at Applebrook Golf Club for over ten years. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with a written recommendation report and ongoing advice.

Cameron Keeler is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2012. He has been affiliated with Vanguard marketing Corporation and THE Vanguard Group, Inc. since 2008. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach to construct personalized portfolios primarily composed of Vanguard funds and ETFs, combining digital delivery with a large advisor team to manage a broad client base.

Kevin Phillips is a financial advisor with LPL Enterprise LLC based in Malvern, PA, holding Series 66 and Series 63 credentials and three years of industry experience. His background includes roles at NYLIFE Securities LLC, New York Life, and his own firm, Kevin Phillips LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a broad range of brokerage and insurance products.

Kathleen Byrne is a financial advisor at Vanguard Advisers with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Vanguard in various capacities since 2008. 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 personalized asset allocations and constructs portfolios mainly from Vanguard funds and ETFs.

Vincent Amalfitano is a financial advisor with Raymond James Financial in Exton, PA, holding the Series 66 designation and 27 years of industry experience. He has been with Raymond James Financial and its related services since 2008. Additionally, he acts as an independent contractor financial advisor with Amalfitano Financial Group. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and public entities. The firm offers tailored, primarily non-discretionary advisory services and has a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Kory Barto is a CFP® and Series 66-registered financial advisor with Edward Jones, bringing five years of industry experience. He has worked at Edward Jones since 2020 and previously held roles at Cetera Financial Group, Aston Carter (Aerotek), and AEP Holdings, INC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Jacob Amwake is a financial advisor with Vanguard Advisers, holding a Series 66 credential and four years of industry experience. He has worked at Vanguard and affiliated entities since 2021 and is the owner of Hearth of a Champion LLC, a basketball camp. He also engages in e-commerce as a self-employed online seller. 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 methodologies to create diversified portfolios primarily composed of Vanguard funds and ETFs.

Robyn Harwood is a financial advisor with Vanguard Advisers, holding a Series 66 designation and beginning her advisory career in 2026. Her prior work experience includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and various positions outside the financial industry. She has been involved with A Taste of Britain since 2024. 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, utilizing proprietary models to create personalized portfolios predominantly composed of Vanguard funds and ETFs.