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 at Merrill with 26 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 1998, alongside Bank of America, where he has been employed since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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. With decades of experience in financial advising and a background as an Indirect Fire Infantryman in the U.S. Army, Brian applies a disciplined and fact-based approach to support clients' financial objectives. 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 his Bachelor's degree from West Chester University. Before joining Merrill Lynch in 2005, Brian spent eight years as a financial advisor at Morgan Stanley. He serves a diverse clientele including business owners, physicians, engineers, and members of the LGBTQ community, assisting them through key financial and life transitions such as retirement, career changes, and major liquidity events. Brian emphasizes building strong relationships with clients and their families, providing straightforward advice and focusing on long-term goals. His military service gained him several honors, including two Army Achievement Medals and the National Defense Medal. Brian is active in the community and founded Operation Honor Guard, a 501(c)(3) nonprofit organization dedicated to honoring fallen soldiers by restoring their headstones. He volunteers with various local organizations and balances his professional commitments with personal interests such as 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.

Brian Slater is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Condor Capital Wealth Management and Edward Jones. Outside of his primary advisory role, he has served as a financial planning assistant at Harmony Wealth Management. 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 Vanguard funds and tax-aware portfolio features.

Connor Phelan is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior roles include positions at The Vanguard Group, Vanguard Marketing Corporation, Iron Hill Brewery, Amtrak, and other firms. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor 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 models to set personalized asset allocations, primarily constructing portfolios from Vanguard funds and ETFs with various tax-aware and customization features.

Kaitlyn Canal is a financial advisor with Vanguard Advisers, holding a Series 66 designation and currently based in Malvern, PA. She has approximately one year of industry experience, including prior roles at UBS Financial Services and various positions in education and management. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a scalable digital platform and a team servicing model.

Juan Magana is a CFP® with 12 years of industry experience and is currently an advisor at Vanguard Advisers. He has worked at The Vanguard Group, Inc. since 2013, with a brief tenure at Fidelity Brokerage Services LLC from 2019 to 2020. Outside of his financial advisory role, Magana serves on the finance committee board of The Garage Community & Youth Center, a nonprofit youth development program. Vanguard Advisers delivers 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 methodologies and focuses on portfolios built mainly from Vanguard funds and ETFs, offering a range of customization options.

Stanislav Alemaskin is a financial advisor with Vanguard Advisers and holds a Series 66 designation. He has four years of industry experience, including roles at Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation since 2021, and prior experience at Truist Financial. Alemaskin has also been involved in entrepreneurial activities outside finance, having operated Scavenger Cycles LLC for four years. 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 portfolios primarily with Vanguard funds and ETFs, combining digital delivery at scale with personalized asset allocation strategies.

Sean O'Hara is a financial advisor at Vanguard Advisers with 13 years of industry experience. He holds Series 63 and Series 65 designations and is based in Malvern, PA. Outside of his advisory role, he has been contracted with DoorDash for food and grocery delivery. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, focusing on retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach that uses proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Benjamin Harrison is a financial advisor with Vanguard Advisers in Malvern, PA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including roles at Vanguard Marketing Corporation and The Vanguard Group since 2016. 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 using proprietary methodologies and primarily builds portfolios with Vanguard funds and ETFs.

Shawn Berwager is a financial advisor with Equitable Advisors in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC. He also operates a business under the name A.P. LUBRANO & COMPANY, INC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to meet diverse client needs.