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 12 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Vanguard Advisers since 2018. Outside of advising, he has worked as a contracted delivery driver and is involved in real estate through a Keller Williams affiliation. 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. The firm serves a large client base through a combination of digital delivery and a broad advisor network.

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.

Matthew Stouch is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Vanguard Advisers, where he has worked since 2018. He also holds roles within The Vanguard Group, Inc. and Vanguard Marketing Corporation, both since 2015. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Brad Abel is a financial advisor with Edward Jones in West Chester, PA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors. The firm offers discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Shannon Birdsall is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and National Planning Corporation. Birdsall is also president of The O’Neill Financial Group, a sole proprietorship, and prepares income taxes seasonally. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using firm-provided tools and access to third-party money managers.

Thomas Burke is a financial advisor with Vanguard Advisers holding a Series 66 designation and one year of industry experience. He has worked at multiple entities affiliated with Vanguard since 2025 and previously held positions at NYLIFE Securities LLC and New York Life Insurance Company. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized asset allocations, primarily using Vanguard funds and ETFs, and operates at scale through a digital delivery platform supported by more than 2,200 advisors.

Logan Brockway is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and has two years of industry experience. He has been with Thrivent and its affiliated entities since 2023. Prior to his financial advisory career, he worked at West Chester University and the Dallastown Area School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach includes holistic, goal-based analyses and offers clients the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan,” while keeping planning and account management separate.

Timothy Rose Jr. is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Vanguard Advisers and affiliated Vanguard entities since 2019. 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 large-scale client relationships through a combination of digital platforms and advisor teams.

Tyler Beck is a CFP® professional with 12 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has prior experience with Ameritas Investment Corp. and Walsh & Nicholson Financial Group. He is also involved with Alliger Financial as a financial advisor. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors, pension plans, and municipal entities, offering tailored solutions and a dedicated SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Marybeth Becker is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with The Vanguard Group since 2016. Vanguard Advisers delivers 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 asset allocations, primarily utilizing Vanguard funds and ETFs.

Joseph Amalfitano is a financial advisor with Raymond James Financial in Pottstown, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James Financial since 2009 and Raymond James Financial Services since 2008. Outside of his advisory role, he owns and operates Amalfitano Financial Group, a support company. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various advisory programs and institutional consulting supported by outside managers.

Stephen Ianniccari is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in delivering tailored wealth management strategies designed to assist clients with retirement income planning, estate planning, concentrated holdings, and tax minimization. His focus extends to corporate executive services, executive and equity compensation, legacy planning, portfolio management, and small business strategies. Stephen holds a Bachelor's Degree from Pennsylvania State University and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is committed to pursuing a disciplined, goals-based process to strengthen client relationships and provide confidence through major life events. Community involvement plays an integral role in his practice. Stephen serves on the board of the Great Valley Ford Rotary Club and acts as an ambassador for the Delaware County Chamber of Commerce. He is also an active member of the Penn State Alumni Association and lives in Talleyville with his wife, sons, and daughter.

Robert Korman is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 designations and six years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Edward Jones. 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 to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through its digital platform and team servicing model.

Scott Fritz is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has been with LPL Financial since 2015. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.