Rebekah Allen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Primerica Advisors since 2015 and currently operates under the Diehl Financial Group name for certain sales activities. In addition to her advisory work, she is involved in selling loan products through Primerica Mortgage and refers clients to home security and automation services via Primerica Client Services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Joanna Rotenberg is a Series 66 licensed financial advisor with Vanguard Advisers, based in Malvern, PA, and has two years of industry experience. Prior to Vanguard, she held positions at FMR LLC, Fidelity Canada Shared Services Corp, and BMO Financial Group. She serves as board member and treasurer for Sinai Health System and is on the Rotman Dean’s Advisory Board at the University of Toronto. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios, mainly composed of Vanguard funds and ETFs, supported by a large advisor team and extensive digital delivery.

Isidore Ogoussan is a CFP® and ChFC® with 15 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and previously worked at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. Ogoussan is a committee member of the Delaware Africa Coalition and the Young Caribbean Professional Network and serves on the board of the Pennsylvania Restaurant and Lodging Association. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers comprehensive financial planning and investment management services through a network of independent Financial Professionals, employing a variety of portfolio management strategies across multiple custody platforms.

Alexander Johnson is a financial advisor at Vanguard Advisers with two years of industry experience. He holds the Series 63 and Series 66 designations and has been with Vanguard Advisers since 2025, also working with Vanguard Marketing Corporation and The Vanguard Group since 2023. Prior to joining Vanguard, he spent six years at the University of Pennsylvania. Vanguard Advisers offers 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 utilizes a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, combining scale and digital delivery to manage a large client base across various investment solutions.

Steven Schriver serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. In his work, he focuses on collaborative financial planning, emphasizing its importance as a foundational aspect of his clients' financial well-being. Prior to joining Fidelity Investments, Steven was a Wealth Client Partner at Citizens Securities Inc. for ten years, from 2012 to 2022. His experience in these roles centers on comprehensive financial consulting and partnership with clients. Outside of his professional responsibilities, Steven enjoys a range of personal interests including baseball, concerts, family activities, fitness, music, and traveling.

Alexander Schinker is a CFP® certificant with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 2011. Outside of his advisory role, he owns and manages a rental property in Lancaster, Pennsylvania. 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 primarily constructed from Vanguard funds and ETFs.

Marc Bivona is a financial advisor at Vanguard Advisers with a Series 66 credential and three years of industry experience. He has held a teaching position in marketing at the University of Illinois Urbana-Champaign since 2022, instructing graduate students remotely. Prior to joining Vanguard, he worked at Randstad and Fortune Builders Inc. 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 to portfolio construction, primarily employing Vanguard funds and ETFs, supported by a large team of advisors managing a high volume of client relationships.

Jacqueline Coyne is a financial advisor at Vanguard Advisers with 11 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with The Vanguard Group since 2015. Coyne also has a concurrent role at Villanova University. 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 to set personalized asset allocations and offers a range of customizable portfolio options utilizing Vanguard funds and ETFs.

Matthew Lorenz is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at The Vanguard Group, Inc. since 2017 and spent one year at Avenue365 Lender Services prior to that. Vanguard Advisers provides automated and human-supported investment advice through services such as Vanguard Digital Advisor and Vanguard Personal Advisor, serving 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 with a combination of digital platforms and advisor teams.

Julia Brufke Wenger is a financial advisor at Osaic with 28 years of industry experience. She holds the CFP® and ChFC® designations and previously worked at Signator Investors Inc for 10 years before joining Osaic in 2018. Outside of her advisory work, she is an author of novels, an inventor with a patent-pending fashion item, and a songwriter. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios tailored to client needs.

Mitchel Odiaka is a financial advisor with Vanguard Advisers holding Series 66 and Series 63 credentials and three years of industry experience. He has worked at several Vanguard affiliates since 2022 and serves as a Scrum Master for Neo 8 Energy Solutions, an energy solutions firm based in Abuja. Vanguard Advisers provides 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 largely from Vanguard funds and ETFs, offering scalable digital delivery and a range of customization options.

Joseph Lewandowski is a financial advisor at Fidelity with 10 years of industry experience. His background includes roles at Merrill and Bank of America, as well as a decade of involvement with Hoffman's Marina. Lewandowski holds a Series 66 designation. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Julie Virta is a CFP®, CFA®, and holds a Series 66 license with 26 years of industry experience. She has been with The Vanguard Group since 1999. Vanguard Advisers offers both 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, primarily using Vanguard funds and ETFs, and manages hundreds of thousands of client relationships through a combination of digital platforms and advisor teams.

Kelly Duncan is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at The Vanguard Group and Vanguard Marketing Corporation since 2015. Vanguard Advisers provides a combination of 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 utilizes Vanguard funds and ETFs in its portfolio construction.

Jonathan Kushner is a financial advisor at Vanguard Advisers with two years of industry experience. He holds a Series 66 designation and has worked at various Vanguard affiliates since 2019. Prior to joining Vanguard, he was employed at DaVita and Duke University. 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, primarily constructing portfolios from Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory team.

David Stecz is a financial advisor at Vanguard Advisers with seven years of industry experience. He has held roles at The Vanguard Group since 2018 and previously worked in various positions including at Spooky Nook Sports and Randstad. 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 with portfolios primarily constructed from Vanguard funds and ETFs.

Thomas Schwarz is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has worked in hospitality, serving tables and handling food orders at Limoncello. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management arrangements, and a range of brokerage and insurance products.

Bing Wright is a CFP® with four years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with The Vanguard Group since 2010. Outside of his advisory role, he is a passive investor in residential rental properties. 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 approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through its digital delivery platform and extensive advisor team.

Karen Kasper is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2008. Outside of her advisory role, she is involved in Kraftworks by Kasper, LLC, a retail business selling custom cups and wood crafts, where she assists with bookkeeping and online store setup. Merrill provides managed account services to a broad client base, including individuals, high-net-worth clients, pension plans, and charitable organizations, through its Select Portfolio Solutions program. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s corporate platform.

Louis Burnley is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory work, Burnley is involved in business management through Mile Marker 255 LLC and serves on the board of the Killinger Foundation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.