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.

Denys Arkhypenko is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior roles include positions at Manufacturers and Traders Trust Co., self-employment, and work related to King's College. Vanguard Advisers offers automated and human-supported investment advice through digital and personal advisory services for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, supporting a large client base through its automated platform and advisor team model.

Gabriel Goforth is a financial advisor at Ameriprise with two years of industry experience. He previously worked at SEI Investments and has co-ownership in ByteBuiltMedia, LLC, a consulting business unrelated to investment services. Ameriprise Financial Services serves both individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice based on detailed analysis and tax-aware withdrawal strategies.

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 63 and Series 65 licenses and has been with The Vanguard Group, Inc. since 2014. Outside of her advisory role, she owns and operates Poppin' Petals, an e-commerce business. 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 offers portfolios constructed primarily from Vanguard funds and ETFs.

Luke Love is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior work history includes roles at the San Diego Surf School and El Diablo Burritos. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios primarily constructed from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Allison Kirschner is a financial advisor at Vanguard Advisers with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple Vanguard entities since 2023. Her prior roles include positions at Good Life Companies and educational institutions such as Alvernia 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 with portfolios constructed primarily from Vanguard funds and ETFs, offering a range of customization options.

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.

Scott Sassano is a financial advisor with Vanguard Advisers, holding a Series 66 designation and seven years of industry experience. He has been with Vanguard and its affiliated entities since 2019, including roles at Vanguard Marketing Corporation and The Vanguard Group. Prior to Vanguard, Sassano worked at Pruco Securities LLC and Strategic Financial Solutions. 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 and manages portfolios constructed mainly from Vanguard funds and ETFs, serving a large client base through its digital delivery model.

Zachary Schruers is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at Vanguard Advisers since 2018 and has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 2016. 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, utilizing proprietary models and primarily Vanguard funds and ETFs, with a focus on scale and digital delivery.

Alison Kerber is a CFP® with 15 years of industry experience, currently serving as an advisor at Vanguard Advisers. She has been with The Vanguard Group since 2018 and previously worked at SFG Wealth Planning for 13 years. Vanguard Advisers offers 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 composed of Vanguard funds and ETFs.

Stephanie Serafin is a financial advisor at Cetera with five years of industry experience. She holds the Series 66 designation and has previously worked at Voya Financial Advisors, Inc. and Kalejta Financial Management. Outside of her advisory role, she is associated with Flagship Financial, a business involved in processing and facilitating trades and client documentation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.