Samantha Grissom is a CFP® with 13 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2012. She holds a Series 63 license and is based in Malvern, PA. Outside of her advisory role, she acts as a limited agent for her mother. Vanguard Advisers offers 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 featuring proprietary models and primarily uses Vanguard funds and ETFs in constructing portfolios.

Cecily Venkatesh is a financial advisor with LPL Financial, holding a Series 66 designation and with seven years of industry experience. She has been with LPL Financial since 2018 and has also worked at Franklin Mint Federal Credit Union since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Ryan Wallace is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise in 2025, he held positions at Trillium Wealth & Partners, Bessemer Trust Company of Delaware, and Arden Trust Company of Delaware. Before entering the financial sector, he worked in catering and fencing businesses and spent several years in education. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered by a centralized consulting team, with a focus on assets held in Ameriprise Managed Accounts.

Marco De Freitas is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked at Vanguard Marketing Corporation and The Vanguard Group since 2019, following ten years at TD Ameritrade. Outside of his advisory role, he serves as treasurer and board member for Stillirun.org, a nonprofit focused on mental health through running. 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 portfolios built mainly from Vanguard funds and ETFs, offering customization options and managing a high volume of client relationships through a large advisor team.

William Fagan Jr. is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for nine years. In addition to his advisory role, he is licensed as an insurance agent offering a range of insurance products including accident and health insurance, disability insurance, and annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing a variety of asset allocation tools and portfolio management options.

Urszula Dabrowski is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2008. She holds a Series 63 license and is based in Malvern, PA. Outside of her advisory role, she has experience as a landlord. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach that incorporates proprietary models and offers customizable portfolios primarily composed of Vanguard funds and ETFs.

Thomas Mc Laughlin is a financial advisor with LPL Financial, holding a Series 63 designation and 36 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Advisors, LLC, RWMMSM, LLC, TRMSolution, Ltd., and Grove Point Investments, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers varied advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Isaiah Gibson is a Financial Consultant at Fidelity, a role he has held since 2025. He has been engaged in the financial services industry since 2018, with experience at both Fidelity and Vanguard. His previous positions include Investment Consultant at Fidelity Investments from 2023 to 2025, Financial Advisor at Vanguard from 2021 to 2023, Portfolio Implementation Associate at Vanguard from 2019 to 2021, and Brokerage Investment Professional at Vanguard from 2018 to 2019. Isaiah focuses on building client relationships based on trust, transparency, and shared purpose. He collaborates closely with clients to understand their unique goals and values, assisting in the development of financial plans aimed at growing, protecting, and preserving wealth across generations. His approach combines clear guidance with disciplined strategy, supporting clients through various stages of their financial journeys. Outside of his professional responsibilities, Isaiah has interests in concerts, fitness, football, traveling, and volunteering.

Zack Costagliola is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he collaborates with clients to develop holistic financial plans tailored to their individual values and goals. Prior to his current position, Zack gained experience as a Senior Financial Advisor at Vanguard from 2021 to 2024, and held multiple roles at Vanguard starting from 2016, including Financial Advisor, Select Services Investment Professional, and Client Relationship Specialist. Throughout his career, Zack has focused on providing comprehensive financial advisory services, emphasizing active listening and customized strategies to support client financial objectives. His professional journey reflects a consistent commitment to client-centered financial planning. Outside of his professional work, Zack has interests in fishing, football, golf, reading, running, and traveling.

Kenneth Rush is a financial advisor with Vanguard Advisers, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors and AXA Advisors, as well as work at St Davids Golf Club. He is currently employed by The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. 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 approach using proprietary models to create personalized portfolios primarily focused on Vanguard funds and ETFs.

Victor Bozadjian is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and seven years of industry experience. He has previously worked with Wells Fargo Clearing Services and Wells Fargo Bank. Outside of his advisory role, he serves as board member treasurer for the nonprofit Knights of Vartan-Ardashad, Inc. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that incorporates personalized asset allocations and Vanguard funds and ETFs. The firm manages large-scale client relationships through a combination of digital delivery and human advisory support.

Tyler Franks is a financial advisor at Wells Fargo Clearing with seven years of industry experience and a Series 66 designation. He previously worked at Raymond James Financial Services and has held roles at Merion Golf Club and Augusta National Golf Club. Outside of advising, he owns TSF GOLF, LLC, a golf industry business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research from Wells Fargo Investment Institute and third parties to support diversified investment strategies across brokerage and advisory solutions.

Joseph Furey is a CFP® professional with nine years of industry experience, currently serving as an advisor at Vanguard Advisers in Malvern, PA. His prior experience includes roles at Bryn Mawr Trust Advisors, Charles Schwab, UBS Financial Services, and JP Morgan Chase Bank. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Adam Strodel is a CFP® with 19 years of industry experience and has worked at The Vanguard Group since 2008. He is based in Malvern, PA, and holds a Series 63 license. Vanguard Advisers offers both 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 personalized asset allocations primarily constructed from Vanguard funds and ETFs, serving a large client base through its digital platform and extensive advisor team.

Hannah Collins is a financial advisor with Vanguard Advisers, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard, she worked at Raymour & Flanigan for five years and has held positions in various other organizations, including The Devereux Foundation and Ferrells Classic Inc. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary models to tailor asset allocations, primarily using Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor support.

Mindi Marisa is a CFP®-credentialed financial advisor with Vanguard Advisers, based in Malvern, PA, and has 23 years of industry experience. She has been with The Vanguard Group since 2015. Outside of her advisory role, she teaches dance at Kicks Academy of Dance. Vanguard Advisers provides automated and human-supported investment advice, serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering various customization options and managing a large client base through its digital platform and advisory team.

Elias Gazda is a Series 66-licensed financial advisor with Vanguard Advisers, where he has worked since 2023. He has three years of industry experience and previously held roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of his advisory work, Gazda has worked as a delivery driver for DoorDash. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios built mainly from Vanguard funds and ETFs, supported by a large team of advisors managing a high volume of client relationships.

Vinessa Russoniello is a CFP®-designated financial advisor with 18 years of industry experience, currently with Fidelity. Her prior experience includes six years at Morgan Stanley before joining Fidelity in 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to diverse clients including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles for multiple registered investment companies.

Robert Bolling III is a financial advisor with RBC Capital Markets in Wilmington, DE, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with RBC Capital Markets since 2010. Outside of his advisory role, Bolling serves as a trustee for a private welfare foundation and is involved in community and conservation organizations, including a board position with an urban squash program and committee membership with a conservation nonprofit. RBC Wealth Management, a division of RBC Capital Markets, offers advisory and brokerage services to a diverse client base encompassing individual investors, institutional clients, and charitable organizations. The firm customizes investment strategies based on clients’ risk profiles and implements portfolios using a combination of in-house and third-party managers, with options for tax management and responsible investing.

Stephen Mc Clellan is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. His background includes roles at MassMutual Life Insurance and Iqvia, as well as earlier experience outside finance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools and delivers written recommendations as part of annual, collaborative planning engagements.