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, holding Series 66 and Series 63 credentials and four years of industry experience. He has worked at The Vanguard Group since 2019 and previously held roles at FedEx Office and Staples. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that integrates proprietary asset allocation models and primarily Vanguard funds and ETFs. The firm is notable for its large scale and digital delivery model, managing hundreds of thousands of client relationships with over 2,200 advisors.

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 with LPL Enterprise, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial services, he is the business owner of Wave Dating LLC, where he manages app development. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

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® professional with 14 years of industry experience, currently serving as an advisor at Vanguard Advisers in Malvern, PA. He has been with The Vanguard Group since 2011. Vanguard Advisers offers a combination of automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily Vanguard funds and ETFs.

Tara Bechter is a financial advisor at Vanguard Advisers with five years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Vanguard entities since 2020. Prior to her current role, she had positions at Georgine's Jr, Delaware Valley University, Temple University, and Giant Food. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach, utilizing Vanguard funds and ETFs with tax-aware features and customization options.

Bridget Kyle is a CFP® professional with 11 years of industry experience currently working at Vanguard Advisers since 2014. She holds a Series 63 license and is based in Malvern, PA. Outside of her primary role, she serves as an authorized agent on a family member's investment account. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary methodologies and primarily invests in Vanguard funds and ETFs.

Kelly Rose is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 13 years of industry experience. She has worked with various Fidelity entities since 2013, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it provides advisory services to registered investment companies and model portfolios for intermediary platforms.

Sophal Pao is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Vanguard Group since 2018. Prior to that, he was employed at Axa Advisors, LLC and LaSalle University, and also spent over a decade at Streamlight, Inc. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach to asset allocation, utilizing proprietary models and largely investing in Vanguard funds and ETFs, while serving a large client base through digital delivery and a team servicing model.

Leslie Chatty is a CFP® with 25 years of industry experience, currently serving at Vanguard Advisers since 2016. She has also worked with Vanguard Marketing Corporation and The Vanguard Group since 2012. Leslie holds Series 63 and Series 65 licenses. Outside of her advisory role, she is an investor in Botanery Barn Distilling, LLC, a business located in Elverson, PA. Vanguard Advisers provides 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 with portfolios constructed largely from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Matthew Jaskel is a CFP® with eight years of industry experience, currently serving as an advisor at Vanguard Advisers in Malvern, PA. His career includes multiple roles at Vanguard entities since 2017 and prior experience at GWFS Equities and Infosys BPM Limited. Outside of his financial career, he works as a freelance videographer for a local sports TV show. Vanguard Advisers provides both automated and human-supported investment advice, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, constructing portfolios primarily from Vanguard funds and ETFs with various tax-aware and customization features.

Edward Zobian is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with clients to preserve, grow, and efficiently distribute their wealth to help them achieve their goals. Since 1995, he has provided financial strategies and services including retirement and estate planning, philanthropic strategies, and investment consulting. His approach involves detailed understanding of a client's needs and goals to collaboratively build a financial plan tailored to pursuing their long-term objectives. Edward holds a Bachelor's degree in Economics from Haverford College in Pennsylvania. He is a Personal Investment Advisor (PIA) and has been involved in activities such as shot put, discus, rugby, and wrestling during his college years. Beyond his professional role, Edward is committed to community involvement. He serves on the Board of Habitat for Humanity of Chester County and is Chair of the Board of Presidential Advisors for Fiorenza's Food for Friends. His personal interests include baseball, camping, chess, football, golfing, ice hockey, skiing, spending time with family, tennis, and traveling.

Michael Connelly is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He has held roles at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has worked since 2016. Connelly owns Greystone Ancillary Investment Group, an LLC based in Newtown Square, PA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Raymond Querey is a financial advisor at Vanguard Advisers with over 30 years of industry experience. He has been with The Vanguard Group, Inc. since 1995. Querey holds Series 63 and Series 65 designations. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and manages a large client base through a combination of digital platforms and advisory teams.

Andrew Norton is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation for eight years and at Citadel FCU and CUSO Financial Services LP for three years each. Outside of advisory services, Norton is involved with Delphi Insurance Management Group LLC as a selling agent offering various insurance products. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm combines brokerage and investment advisory services with financial planning and managed account solutions, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios.

David Hubbs is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at Citizens Bank, Lockwood Advisors, Merrill, and New York Life Insurance Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework for its investment recommendations.

Brian Concannon is a CFA® charterholder and Series 63 licensed advisor with 10 years of industry experience. He has worked at The Vanguard Group since 2017 and previously held a position at London Business School. He also serves as a limited agent for an immediate family member in an investment-related capacity. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations constructed largely from Vanguard funds and ETFs, supported by its digital delivery platform and team servicing model.