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® certified financial advisor with 10 years of industry experience, currently working at Vanguard Advisers in Malvern, PA. She has been with The Vanguard Group since 2017, following prior roles at Blair Wealth Management and Meyer Capital Group. 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 approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

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®-designated financial advisor with 13 years of industry experience, currently working at Vanguard Advisers in Malvern, PA. He has been with Vanguard Marketing Corporation and THE Vanguard Group, Inc. since 2013 and joined Vanguard Advisers in 2016. 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 investment approach with proprietary models to create personalized portfolios mainly composed of 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 Series 63 and Series 66 designations and four years of industry experience. He has held roles at various Vanguard entities since 2022 and previously worked in marketing and technology sectors including Semrush and SAP. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios mainly composed of Vanguard funds and ETFs, emphasizing customization options and tax-aware strategies.

Gary Remp is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been affiliated with Wachovia Bank, N.A. since 2007. Outside of advisory work, he manages rental property operations on behalf of his fiancée and serves as executor for his father’s estate. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and emphasizes diversification and modern portfolio theory in its investment approach.

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 at Vanguard Advisers with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been affiliated with Vanguard-related entities since 2015. 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 relying on proprietary models to set personalized asset allocations, primarily utilizing 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 at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Vanguard entities since 2021. Prior to this, he held positions outside the financial industry, including roles at Chick-Fil-A and Wawa Inc. 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 models and offers portfolios constructed mainly from 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 Series 66-credentialed financial advisor with Equitable Advisors, where she has worked since 2018. She has eight years of industry experience, including prior roles at AXA Advisors and SKIGITAL LLC. Outside of her advisory work, she is a part-time softball coach and adjunct professor at Immaculata University, and also works as a private softball instructor. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching clients to various advisory models and third-party asset managers.

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.