Jack Dunston is a financial advisor with Vanguard Advisers, 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., Merriken Financial Group, and Haefele Flanagan Certified Public Accountants and Advisors. Before his financial career, he worked in education and the food service industry. 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 proprietary methodologies and portfolios primarily composed of Vanguard funds and ETFs.

Sarah Goller is a CFA® charterholder and holds a Series 63 license, with 20 years of industry experience, all at The Vanguard Group since 2006. She is based in Malvern, PA and is affiliated with Vanguard Advisers. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans by providing automated and human-supported investment advice through digital and personal advisor services. The firm uses a goal-based, algorithm-driven approach with proprietary models to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Bhumi Shah is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Malvern, PA. She has worked at The Vanguard Group since 2017 and had a brief tenure at Blair Wealth Management in 2017. Vanguard Advisers provides 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 using proprietary models and constructs portfolios primarily with Vanguard funds and ETFs, offering various customization options and tax-aware features.

Michael Skiff is a CFP® and ChFC® with 21 years of experience, currently serving at MassMutual Investors Services since 2008. He holds positions as an agent for health and group life insurance and as a broker servicing existing equity index annuities. Skiff is also vice president of UFG Advisors, LLC, a role he assumed in 2024. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides collaborative, annual planning engagements using firm-approved analytical tools and offers specialized planning services including estate settlement and employer-sponsored programs.

Sarah Holahan is a financial advisor at Vanguard Advisers with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at The Vanguard Group since 2022. Prior to that, she spent six years at Wells Fargo Clearing and eight years at Wells Fargo Bank. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven investment approach, primarily utilizing Vanguard funds and ETFs, and manages a high volume of client relationships through its digital platform and team servicing model.

Gary Stark is a CFP® with 12 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2013. He holds a Series 63 license and is based in Malvern, PA. Stark is employed by The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. Vanguard Advisers delivers 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 and offers a range of customizable portfolios constructed mainly from Vanguard funds and ETFs.

Brian Keeport is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 1999. Based in Malvern, PA, he has spent his entire career with The Vanguard Group, Inc. Vanguard Advisers offers 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 create personalized portfolios mainly composed of Vanguard funds and ETFs.

Cameron Flowers is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Vanguard Marketing Corporation, The Vanguard Group, and Semrush. 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 with proprietary models to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Jason Cockerham is a CFP® professional with 24 years of experience in the financial industry. He has worked at Vanguard Advisers since 2016 and has held roles at related Vanguard entities and other firms, including M & B Cockerham, Inc. Aside from his advisory work, he is a business partner at Team JC Realty, LLC. 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 investment approach that combines proprietary models with portfolios constructed mainly from Vanguard funds and ETFs.

Allison Redding is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 designations and possessing 10 years of industry experience. She has worked with Vanguard subsidiaries since 2015, including Vanguard Marketing Corporation and The Vanguard Group, Inc. Vanguard Advisers offers automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and constructs portfolios mainly from Vanguard funds and ETFs.

Christine Scott is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 10 years of industry experience with prior roles at firms including Commonwealth Financial Network, Triad Advisors, and Bank of America. Outside of her advisory work, she is involved in insurance and benefits-related activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, offering a range of portfolio management options and model-based strategies tailored to client objectives.

Kimberly Bielous is a financial advisor at Vanguard Advisers with 10 years of industry experience. She has been with The Vanguard Group, Inc. since 2016 and holds Series 63 and Series 65 licenses. 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 investment approach and manages a large client base through a combination of digital platforms and advisory teams.

Catherine Link is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Her prior experience includes a role as an instructor teaching ice skating lessons at PNY Sports Arena. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across various investment products.

Brian Hamm is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2021. He has four years of industry experience and previously held roles at CODY Computer Services, Inc. and Gateway Ticketing Systems, Inc. Outside of his advisory work, he prepares income tax returns for immediate family members on a private basis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning focused on a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Vincent Morency is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 66 and Series 63 licenses and four years of industry experience. He has been with Vanguard Advisers since 2023 and has prior experience at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2021. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible employer-sponsored retirement plan participants. The firm applies a goal-based, algorithm-driven investment approach, utilizing proprietary models to create personalized portfolios predominantly composed of Vanguard funds and ETFs.

Mandy S. Snider is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She is a Chartered Financial Consultant (ChFC®) and works with clients to develop comprehensive wealth plans that address complex financial needs, including retirement distribution planning, family legacy, wealth transfer, accumulation, preservation planning, and charitable giving. Before joining Fidelity Investments, Mandy served as a Financial Planner at Thrive Capital Management from 2021 to 2023 and as a Relationship Manager at The Vanguard Group from 2015 to 2021. Throughout her career, she has focused on building strong relationships with clients and their families to understand their unique financial situations and help them navigate uncertainty to protect and grow their wealth. Outside of her professional work, Mandy has interests in the beach, cars, fitness, football, music, and traveling.

Stefanie Feinstein is a financial advisor at Equitable Advisors with eight years of industry experience and holds a Series 66 designation. She has worked at Equitable Advisors since 2018 and previously at AXA Advisors and SKIGITAL LLC. Outside of finance, Feinstein is a part-time softball coach and adjunct professor at Immaculata University and also provides private softball instruction. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, and institutional clients, offering financial planning, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored and other third-party platforms to deliver advisory and brokerage solutions.

Joseph Pfaff is a CFP® and Series 63 credentialed advisor with 10 years of industry experience. He has been with The Vanguard Group, Inc. since 2015, currently serving at Vanguard Advisers in Malvern, PA. 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 to construct personalized portfolios mainly composed of Vanguard funds and ETFs, supported by a large team of over 2,200 advisors managing hundreds of thousands of client relationships.

Justin Pohlig is a financial advisor at Ameriprise Financial Services with 11 years of industry experience. He holds the CFA® designation and Series 63 registration. Prior to joining Ameriprise, he worked at Global X Management Company and Foreside Fund Services, LLC among other firms. Ameriprise Financial Services is a large and diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice and written Recommendation Reports focused on dependable income sources and tax-aware withdrawal strategies.

Michael Pagnotta is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and with 10 years of industry experience. He has been with The Vanguard Group, Inc. since 2016. 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 constructed mainly from Vanguard funds and ETFs. The firm manages a large client base using digital delivery and team servicing models.