Jared Folsom is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. His background includes roles at Fidelity Investments and prior positions in education and the life sciences sector. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios across various asset classes.

Ryan Moore is a financial advisor at Vanguard Advisers with a Series 66 credential and six years of industry experience. His prior roles include positions at Ameriprise Financial, Legacy Planning Partners, and PPB Capital Partners. 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 using proprietary models and offers a range of customizable portfolios primarily constructed from Vanguard funds and ETFs.

Peter Robinson is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 14 years of industry experience. He has been with Vanguard Advisers since 2019 and has worked with related Vanguard entities since 2015. Outside his advisory role, he is also listed as an agent for his wife in an investment-related capacity. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and offers a variety of portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through its digital platform and extensive advisor team.

Jeffrey Galiardi is a financial advisor at Vanguard Advisers with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard Advisers since 2020. Prior to this, he has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2006. Galiardi serves as an executor and trustee for immediate family members in fiduciary roles. 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, primarily using Vanguard funds and ETFs, and manages a high volume of client relationships through a combination of digital platforms and advisory teams.

Jaime Boal is a financial advisor at Vanguard Advisers with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard and Mutual of America firms. Outside of his advisory role, he operates a small business as a reseller on Thredup. 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 approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Andrew Wallace is a Series 66-licensed financial advisor with five years of industry experience. He is currently with LPL Financial and previously worked at Cambridge Investment Research Advisors, Inc. Outside of his advisory role, he is also engaged as an Investment Advisor Representative at Conte Wealth Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and diversified investment strategies.

Michael Dalkin is a financial advisor at Vanguard Advisers with 19 years of industry experience. He holds the Series 66 designation and has been with Vanguard and its affiliated entities since 2012. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs, offering a range of customization options.

Faye Romano is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds Series 63 and Series 65 designations and has been with Vanguard since 2016. Romano also serves as an agent for an immediate family member in an investment-related capacity. Vanguard Advisers provides 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 featuring proprietary methodologies and a range of customization options, managing a large client base through a digital platform supported by a team of advisors.

Bryan Orris is a CFP® with 33 years of industry experience currently serving as a financial advisor at Vanguard Advisers since 2016. He has been associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 1997. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm combines a goal-based, algorithm-driven approach with personalized asset allocation strategies primarily using Vanguard funds and ETFs, managing a large client base through a high client-per-advisor ratio enabled by its digital platform.

Domenico Martorana is a financial advisor at Vanguard Advisers with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple entities within The Vanguard Group since 2023. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach and constructs portfolios mainly from Vanguard funds and ETFs with options for tax-aware features and customization.

Alex Lamperti is a financial advisor with Merrill, holding a Series 66 designation and over 26 years of industry experience. He has been with Merrill since 1998 and concurrently works with Bank of America since 2015. Merrill offers managed account services through the Select Portfolio Solutions program for Bank of America fiduciary clients, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Eric Previti is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including The Prudential Insurance Company of America and Northwestern Mutual. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing advisory and brokerage services through a platform that integrates model portfolios, third-party asset management, and a range of financial products.

James Mcdonald is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at BB and T Bank and Wayne Moving and Storage. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach and manages portfolios primarily composed of Vanguard funds and ETFs.

David Churnetski is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked exclusively with The Vanguard Group since 2021. Outside of his advisory role, he is a referral real estate agent with Metro Referral Associates. 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 and manages portfolios mainly through Vanguard funds and ETFs, offering a range of customization options and serving a large client base with a combination of digital platforms and advisor support.

Michael Ghelardi is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and over 12 years of industry experience. He has been with Thrivent and its related entities since 2013. Outside of his advisory role, he serves as Treasurer for the Havertown Ministerium and teaches an undergraduate finance course at Temple University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial analyses without discretionary trading authority, and offers the option to combine planning with managed accounts through its WealthPlan program.

Brian Haggenmiller is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 designations and bringing 30 years of industry experience. He has been with Vanguard marketing Corporation and The Vanguard Group, Inc. since 1996, joining Vanguard Advisers in 2025. Vanguard Advisers provides both automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios mainly composed of Vanguard funds and ETFs, supported by a large team of advisors and an automated platform.

Brian Carickhoff is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in serving successful individuals, including active and retired business owners, physicians, engineers, and members of the LGBTQ community, as well as multiple generations of families. Brian focuses on helping clients navigate financial and life transitions such as retirement, major liquidity events, career changes, and the loss of loved ones, by supporting their objectives and aiming to minimize risk. With decades of experience as a financial advisor and a background as an Indirect Fire Infantryman in the U.S. Army, Brian is driven by facts and proven strategies. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Accredited Domestic Partnership Advisor™ (ADPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brian earned a Bachelor's degree from West Chester University. Brian's community involvement includes founding Operation Honor Guard, a nonprofit dedicated to honoring fallen soldiers by cleaning and restoring their headstones. He is affiliated with organizations such as the Association of the United States Army and the National Military Family Association. Outside of work, Brian enjoys camping, golfing, soccer, and spending time with his wife and three children.

Cory Chinnici is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. He has worked at 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. The firm uses a goal-based, algorithm-driven approach to develop personalized asset allocations primarily through Vanguard funds and ETFs, combining digital delivery with a team servicing model to manage a large client base.

Daniel Shaw is a CFP® with nine years of experience in the financial industry, currently serving as an advisor at Vanguard Advisers. He has worked at The Vanguard Group since 2017 and has prior experience in hospitality and education sectors. Shaw's background includes roles at Liberty Union Bar and Grill, Liberty Union, The Eagle Tavern, and the University of South Carolina. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, using proprietary models to create personalized asset allocations mainly through Vanguard funds and ETFs.

Alexander Hunt is a financial advisor at Vanguard Advisers in Malvern, PA, holding a Series 66 designation with nine years of industry experience. He has worked at The Vanguard Group since 2017 and was previously with AXA Advisors for one year. Vanguard Advisers serves retail investors and eligible employer-sponsored retirement plan participants through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations primarily constructed from Vanguard funds and ETFs.