Samantha Novotny is a Series 66-credentialed financial advisor with seven years of industry experience. She has been with Vanguard Advisers since 2025 and has experience working with multiple Vanguard entities since 2009. Outside of her advisory role, she operates an e-commerce business selling items on Etsy. 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, utilizing proprietary models to construct portfolios primarily from Vanguard funds and ETFs, and manages a large client base through a combined digital and advisory team model.

Ashley Kopczynskie is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and seven years of industry experience. She has been with Vanguard Advisers since 2026 and has worked within various Vanguard entities since 2018, including Vanguard Marketing Corporation and The Vanguard Group, Inc. Prior to this, she worked at Enterprise Rent-A-Car and studied at West Chester University. 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 to portfolio construction, primarily using Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisory teams.

Logan Hartrum is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 66 and Series 63 licenses and has worked with various Vanguard entities since 2022. His background includes positions outside of finance, such as roles at Monster Energy Up & Up and several local businesses. 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, utilizing proprietary models and mostly Vanguard funds to create personalized portfolios.

Christine Dibona is a financial advisor at Vanguard Advisers with 38 years of industry experience. She has been with The Vanguard Group since 2008 and holds Series 63, Series 65, and Series 66 credentials. 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 and manages a large client base through a combination of digital platforms and advisor teams.

Kyle Gibson is an Investment Consultant at Fidelity Investments, a role he has held since 2025. He previously worked at Fidelity Investments as a Relationship Manager from 2023 to 2025 and as a Financial Representative in 2023. Prior to joining Fidelity Investments, Kyle was a Private Bank Senior Associate at Bank of America Private Bank from 2017 to 2023. As a financial professional and US Army Veteran, Kyle emphasizes the importance of foundational planning in financial management. He partners with families to understand their unique values and principles and collaborates with them to develop personalized strategies aimed at achieving financial freedom. Kyle's personal interests include military service and volunteering.

Eric Filippone is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Woodbury Financial Services. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform.

Rachel Satterthwaite is a financial advisor with LPL Financial, holding a Series 66 credential and six years of industry experience. Her prior work includes roles at Waddell & Reed and insurance agencies, as well as operating her own business and involvement with Collegeville Tax Services. She is also engaged in tax preparation and accounting services through Collegeville Tax Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources to support diversified investment strategies.

Jonathan West is a financial advisor with Merrill based in Wayne, PA, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Merrill since 2009 and concurrently with Bank of America, N.A. since 2011. Merrill, along 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, and institutional investors.

Michael Daly is a financial advisor at Vanguard Advisers with credentials including Series 63 and Series 66, and over four years of experience in the financial services industry. His prior work includes roles at Fidelity Investments, The Vanguard Group, Inc., and experience outside finance with organizations such as West Chester University and Whitpain Township’s Day Camp. 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 methodologies and primarily invests in Vanguard funds and ETFs to offer customizable portfolios.

Joseph Morrison is a CFA® charterholder with 12 years of industry experience. He is currently with Vanguard Advisers and has been associated with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2014. 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 approach to portfolio construction, utilizing proprietary models and primarily Vanguard funds and ETFs.

Jordan Greene is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2016. He holds a Series 63 designation and is based in Malvern, PA. 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 uses a goal-based, algorithm-driven approach, constructing portfolios primarily from Vanguard funds and ETFs with options for customization and tax-aware features.

Nicola Gallo is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 designations and two years of industry experience. Prior to joining Vanguard Advisers, Gallo worked in various roles including positions at Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of the financial sector, Gallo has experience working with the Chicago Public School North Side College Prep and Chicago Park District. 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 utilizes a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering tax-aware features and a range of customization options.

Theresa Westwood is a financial advisor at Vanguard Advisers with 19 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Vanguard Advisers since 2023. Outside of her financial career, Westwood is a dance instructor at Jane Barrons Academy of Dance and serves on the executive board of Brandywine Ballet. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm is notable for its large scale and digital delivery model, managing a high volume of client relationships across more than 2,200 advisors.

Charles Dowling Jr. is a financial advisor at Vanguard Advisers with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Vanguard entities since 1988, including Vanguard Advisers since 2020. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach to create personalized portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through a combination of digital platforms and advisory teams.

Jake Slomiak is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Vanguard Advisers, he worked at New York Life Insurance Company and NYLife Securities LLC, among other roles. 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 proprietary methodologies to construct portfolios primarily from Vanguard funds and ETFs.

Albert Wong is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2014. He has been associated with The Vanguard Group and Vanguard Marketing Corporation since 1995. 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, employing proprietary models to create personalized asset allocations largely composed of Vanguard funds and ETFs.

Brooks Mcdonald is a financial advisor at Vanguard Advisers with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with The Vanguard Group since 2011. 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 using proprietary models and constructs portfolios primarily from Vanguard funds and ETFs.

Brooks Desjardins is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with Vanguard Marketing Corporation and THE Vanguard Group, Inc. since 2012. Vanguard Advisers provides investment advice through a combination of automated and human-supported services, targeting retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach centered on proprietary models and primarily invests in Vanguard funds and ETFs.

Nicole Ripper is a financial advisor at Vanguard Advisers with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with The Vanguard Group since 2008. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach and primarily constructs portfolios from Vanguard funds and ETFs, offering extensive customization and tax-aware features.

Blake Tomasco is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Vanguard Marketing Corporation and The Vanguard Group since 2021 and previously held roles in sales, marketing, and landscaping. 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 create personalized portfolios primarily composed of Vanguard funds and ETFs.