Eric Dewees is a financial advisor with Vanguard Advisers, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has been with The Vanguard Group since 2006. 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. The firm is notable for managing a large client base through its digital platform and team servicing model.

Paul Gebhardt is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and six years of industry experience. He has worked at various Vanguard entities since 2020 and previously was employed at Penn State Abington from 2016 to 2019. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach and portfolios primarily composed of Vanguard funds and ETFs. The firm is notable for its large scale and digital delivery platform, managing a high volume of client relationships across a range of personalized investment solutions.

Samuel Earley is a financial advisor at Vanguard Advisers with a Series 66 designation and three years of industry experience. His career includes roles at Aspire Technology Partners and teaching positions at Temple University and La Salle University. He also worked at Jericho National Golf Club for three years. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary models and primarily Vanguard funds and ETFs.

Gary Hoenig is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. He has worked at firms including Putnam Investments and Kestra Investment Services, and is currently associated with Brandywine Valley Financial Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client interviews and risk profiling, often serving in an advisory capacity rather than as a delegated manager.

Richard Gostkowski is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in West Chester, PA, with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

John Ebner is a CFP® professional with 22 years of industry experience, currently with Vanguard Advisers in Malvern, PA. He has worked at The Vanguard Group, Inc. since 2004. 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 approach to set personalized asset allocations primarily composed of Vanguard funds and ETFs, supported by a large team of advisors and a digital delivery platform.

Dimitry Belokopyty is a financial advisor with Ameriprise in Exton, PA, holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2010. He serves on the Planning Commission for Thornbury Township in Chester County, advising on land development matters. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Shawn Dassel is a CFP® with eight years of industry experience, currently serving as an advisor at Vanguard Advisers in Malvern, PA. He has been with The Vanguard Group since 2006, holding various roles within the firm over a 17-year span. 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 investment approach that incorporates proprietary models and largely invests through Vanguard funds and ETFs.

John Cronin is a CFP® credentialed financial advisor with 30 years of industry experience, currently affiliated with Vanguard Advisers. He has worked at Vanguard Marketing Corporation and The Vanguard Group since 2021 and previously spent 26 years at Sei Investments Distribution Co. He holds a full power of attorney role for an immediate family member. 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. The firm manages a large client base through its digital platform and team servicing model.

Parks Strobridge is a financial advisor at Vanguard Advisers with 29 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for six years. Since 2022, he has been associated with multiple Vanguard entities, including Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily features Vanguard funds and ETFs in its portfolios.

Mitchell Ford is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. He has been with Vanguard Advisers and its affiliated entities since 2017. 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 using proprietary models to create personalized asset allocations, largely utilizing Vanguard funds and ETFs.

Gabriel Goforth is a financial advisor at Ameriprise with one year of industry experience. He previously worked at SEI Investments and has experience outside finance as a co-owner of ByteBuiltMedia, LLC, a consulting business. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, utilizing a centralized consulting team to deliver tailored, algorithm-assisted recommendations.

Christopher Lukasevics is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with The Vanguard Group since 1996. 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 with portfolios mainly composed of Vanguard funds and ETFs, supported by a large scale and digital delivery platform.

Alexa Dubin is a financial advisor with Vanguard Advisers, holding a Series 66 designation and beginning her career in 2026. Prior to joining Vanguard Advisers, she held positions at The Vanguard Group, Inc. and Vanguard Marketing Corporation, as well as experience in education and hospitality sectors. 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 primarily featuring Vanguard funds and ETFs.

Kaitlin Binkley is a financial advisor at Vanguard Advisers with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has been with The Vanguard Group, Inc. since 2014. Outside of her advisory role, she owns and operates an e-commerce business called Poppin' Petals. 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, utilizing proprietary models to create personalized portfolios mostly comprised of Vanguard funds and ETFs.

Allison Kirschner is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 66 and Series 63 credentials and three years of industry experience. She has worked within various Vanguard affiliates since 2023 and previously held roles at Good Life Companies and Alvernia University. 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, primarily using Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory teams.

Reed Smith III is a financial advisor at Vanguard Advisers with four years of industry experience. He holds a Series 66 designation and has worked at The Vanguard Group since 2022. Prior to entering the financial services industry, he held various roles at Verizon Wireless and DeSales University. 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 and manages portfolios primarily with Vanguard funds and ETFs, offering a range of customization options through its large-scale digital platform.

Andrew Gallagher is a financial advisor with Vanguard Advisers based in Malvern, PA. He holds Series 63 and Series 66 licenses and has 13 years of industry experience, including service in the United States Marine Corps and the Pennsylvania Army National Guard. Outside of his advisory role, he works part-time as a server at Animated Brewing Company. 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, utilizing proprietary models and largely Vanguard funds to create tax-aware, customizable portfolios at scale.

John Taylor is a CFP®-designated financial advisor with Vanguard Advisers, based in Malvern, PA, and has 26 years of industry experience. He previously worked at TD Ameritrade from 2009 to 2017 before joining The Vanguard Group in 2017. Outside of his advisory role, he is a partner in a real estate property management business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants using goal-based, algorithm-driven strategies. The firm manages a large client base through a combination of digital platforms and a team servicing model, offering personalized portfolios primarily constructed from Vanguard funds and ETFs.

Arthur Saxon Jr. is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Malvern, PA. He has worked at The Vanguard Group, Inc. since 2015 and has experience as a financial power of attorney and co-trustee for family trusts. Vanguard Advisers provides 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 and primarily Vanguard funds and ETFs, delivering scale through a combination of digital platforms and a large advisory team.