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.

Marcus Lucchese is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citizens Securities, Santander Securities, and PNC Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

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 at Raymond James Financial with 27 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2008. Outside of his advisory role, he works as an independent contractor at Amalfitano Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

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.

Menachem Dinerman is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked both as a self-employed advisor and in various roles within the Vanguard organization. His background also includes positions related to educational and community institutions. 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 using proprietary models to personalize asset allocations, managing large-scale client relationships through a combination of digital platforms and advisor support.

Divya Joshi is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and eight years of industry experience. She has been with Vanguard and its affiliated entities since 2017. 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 methodologies to construct personalized portfolios mainly composed of Vanguard funds and ETFs.

Caleb Martin is a CFP® with 20 years of industry experience, currently serving as an advisor at Vanguard Advisers. His prior experience includes roles at GuideStone Financial Services and Guidestone Financial Resources. He is also an employee of The Vanguard Group, Inc. Vanguard Advisers provides investment advice through a combination of automated and human-supported services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and manages portfolios mainly composed of Vanguard funds and ETFs.

Mark Gordon is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2018. Prior to this, he has been affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2014. Vanguard Advisers offers both 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 methodologies and focuses on portfolios constructed mainly from Vanguard funds and ETFs.

Corey Massey is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2007. Outside of his advisory role, Massey is involved with First Steps Gym, an activity he has maintained since 2003. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, employing a goal-based, algorithm-driven approach that uses proprietary methodologies and primarily Vanguard funds and ETFs to customize portfolios. The firm operates at scale with over 2,200 advisors, focusing on digital delivery and servicing a large client base through a team model.

Christopher Horton is a CFP® with five years of industry experience, currently serving as an advisor at Vanguard Advisers. His prior work includes roles at KPMG LLP and various positions within The Vanguard Group and Vanguard Marketing Corporation. 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 approach with portfolios constructed mainly from Vanguard funds and ETFs, combining scale with digital delivery to manage a large client base.

Erin Harrison is a financial advisor with Vanguard Advisers, holding a Series 66 designation and three years of industry experience. She has been with Vanguard Advisers and related Vanguard entities since 2022. Prior to this, she worked at BS Financial Advisory from 2016 to 2019. 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 uses a goal-based, algorithm-driven investment approach, constructing portfolios mainly from Vanguard funds and ETFs with various tax-aware and customization features.

Robert Moyer is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Fidelity, he worked for 25 years at The Vanguard Group, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it holds regulatory registrations and advisory roles that distinguish it among large institutional peers.

Joseph Martemucci is a financial advisor at Vanguard Advisers with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Vernick Fish, il Posto Ristorante, and Soccer Taco, among others. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that incorporates proprietary models and primarily Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team advisory model.