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.

Devin Laserna is a financial advisor with Fidelity Investments in Exton, PA, holding a Series 66 designation. He joined Fidelity in 2026 and has prior experience at JPMorgan Chase, DoorDash, and the YMCA of Greater Brandywine. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

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 Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Vanguard Marketing Corporation and The Vanguard Group, as well as prior work with educational and community organizations such as Bellevue University and Chabad Lubavitch Center. 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 uses a goal-based, algorithm-driven approach to construct portfolios largely from Vanguard funds and ETFs, offering a range of customization options and managing a large client base with a high client-to-advisor ratio.

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.

Joshua Kyler is a financial advisor with Vanguard Advisers holding a Series 66 designation and one year of industry experience. His background includes roles at Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation, as well as prior experience at Cencora, SPK Financial, and JG Wentworth. 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 to deliver personalized asset allocations and offers a broad range of customization options through portfolios constructed mostly from Vanguard funds and ETFs.

Caleb Martin is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Vanguard Advisers. His prior roles include positions at GuideStone Financial Services and Guidestone Financial Resources. He is based in Malvern, PA. Vanguard Advisers offers a combination of 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 methodologies and primarily constructs portfolios with 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 at Vanguard Advisers with four years of industry experience. She holds the Series 66 designation and has worked at Vanguard Advisers, The Vanguard Group, Inc., and Vanguard Marketing Corporation since 2022. Prior to that, she was employed at BS Financial Advisory from 2016 to 2019. 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 approach using proprietary models to set personalized asset allocations, with portfolios largely constructed from Vanguard funds and ETFs.

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.

Joseph Madrak III is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Equitable Advisors. 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 featuring proprietary glide-path methodology and personalized asset allocations primarily using Vanguard funds and ETFs.

Christopher Pace is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2015. He holds a Series 63 license and is based in Malvern, Pennsylvania. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily made up of Vanguard funds and ETFs. The firm manages a large client base through its digital platform and extensive team of advisors.

John Lindsey is a CFP® professional with over 31 years of industry experience. He has been with The Vanguard Group since 2020 and previously worked at Goldman Sachs, CETERA Advisor Networks LLC, United Capital Financial Advisers, LLC, and Girard 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 proprietary methodologies to construct personalized portfolios largely using Vanguard funds and ETFs.

Holly Murphy is a financial advisor at Vanguard Advisers with four years of industry experience. She holds a Series 66 designation and has been with The Vanguard Group since 2022. Outside of her advisory role, she is a licensed realtor involved in real estate referrals. Vanguard Advisers offers both automated and human-supported investment advice, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to create personalized portfolios mainly composed of Vanguard funds and ETFs.