Mitchel Odiaka is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and three years of industry experience. He has worked with The Vanguard Group, Inc., Vanguard Marketing Corporation, and Randstad Corporate Services. Outside of his advisory role, he serves as a Scrum Master at Neo 8 Energy Solutions, focusing on facilitating agile project management processes. 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 Vanguard funds and ETFs with various customization options. The firm manages a large client base through its digital platform and team servicing model.

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 at Vanguard Advisers with 13 years of industry experience. She holds the Series 63 and Series 66 securities licenses and has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2015. 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 utilizes proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, offering various customization options and tax-aware features.

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 with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with The Vanguard Group since 2018. Prior to Vanguard, he held roles at Spooky Nook Sports, Randstad, and Messiah College. 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 construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and extensive advisor team.

Austin Wolf is a CFP® professional with 13 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Company. He holds Series 63 and Series 65 licenses and is based in Exton, PA. Outside of advisory work, he is involved in entrepreneurial activities including ownership of a transportation company and a role as a broker contract insurance representative. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a collaborative approach using firm-approved analytical tools.

Thomas Schwarz is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has worked previously at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is employed at Limoncello, where he serves tables and handles food orders. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.

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 with Merrill, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she is involved with Kraftworks by Kasper, LLC, a retail business specializing in custom cups and wood crafts, where she assists with bookkeeping and online store setup. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a variety of clients including individuals, high-net-worth clients, and institutions.

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.

Connor Weikert is a Series 66 licensed financial advisor at Vanguard Advisers with five years of industry experience. He has worked at Vanguard and its affiliated entities since 2021, and previously held positions at Equitable Advisors, Gorfine Schiller & Gardyn, and was self-employed. He also has experience in academic roles at McDaniel College and Gettysburg College. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, using a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs. The firm serves a large client base through a digital platform supported by over 2,200 advisors.

Jonathan Battiste is a CFP® professional with 20 years of experience at The Vanguard Group, Inc., where he has worked since 2006. He holds Series 63 and Series 65 licenses and is based in Malvern, PA. 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 a wide range of customization options. The firm serves hundreds of thousands of clients through a scalable digital platform supported by more than 2,200 advisors.

Jeremy Thomas is a financial advisor with Vanguard Advisers based in Malvern, PA. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work history includes roles at FedEx Office and Staples, as well as positions within various Vanguard affiliates and Mane Brothers Media. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach centered on proprietary methodologies and primarily invests in Vanguard funds and ETFs.

Max Honig is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation. His prior roles include work with Honig Conte Porrino Insurance Agency and Fairfield University’s Office of Conference and Events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.

Joshua Van Oostrom is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Primerica. Outside of finance, he is the business owner of Wave Dating LLC, where he manages app development. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Matthew Slowinski is a financial advisor with Vanguard Advisers holding a Series 66 designation. He joined Vanguard in 2026 and has prior experience at Whole Foods Market Group and several educational institutions. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants by providing automated and human-supported investment advice through its digital and personal advisor services. The firm uses a goal-based, algorithm-driven approach to construct portfolios primarily from Vanguard funds and ETFs, offering tax-aware features and customization options.

Gary Miller is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at The Vanguard Group and Prudential Insurance Company of America. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Mark Heater is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at The Vanguard Group since 2018 and previously contributed to the Heater Dynasty Podcast from 2020 to 2021. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach to asset allocation, using proprietary models and primarily Vanguard funds and ETFs to construct portfolios with various customization options.

Ivan Eiraldi is a CFP® with 15 years of industry experience, currently working at Vanguard Advisers since 2011. He is based in Malvern, PA, and holds a Series 63 license. Outside of his advisory role, he serves as an authorized agent on multiple family members' accounts. 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 models to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory team.