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 with LPL Enterprise. He holds Series 63 and Series 65 designations and has six years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Northwestern Mutual. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research and third-party strategists, and also offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

James Mcdonald is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Vanguard Advisers since 2023 and has been associated with related Vanguard entities since 2021. Prior to that, he worked at BB and T Bank and has a background that includes experience outside finance. 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 investment approach and constructs portfolios largely from Vanguard funds and ETFs, combining digital platforms with advisor support to manage a large client base efficiently.

Benjamin Maehrer is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation since 2026. Prior to this, he was employed at ADP, Inc. and ADP Broker-Dealer, Inc. from 2022 to 2026, and has experience in the food and service industries. 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, constructing portfolios mainly from Vanguard funds and ETFs with features such as tax-aware strategies and customization options.

David Churnetski is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and five years of industry experience. He has worked at The Vanguard Group, Inc. since 2021. Outside of his advisory role, he acts as a referral real estate agent for Metro Referral Associates. 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 mainly constructed from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team servicing model.

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 at Vanguard Advisers with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Vanguard marketing Corporation and The Vanguard Group, Inc. since 1996. 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 to create personalized portfolios mainly composed of Vanguard funds and ETFs, supported by a large scale digital platform and a team servicing model.

Brian Carickhoff is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has extensive experience in financial advising, having joined Merrill in 2005 after eight years at Morgan Stanley. His practice focuses on serving a diverse client base including business owners, physicians, engineers, and members of the LGBTQ community, addressing complex financial and life transitions such as retirement, liquidity events, career changes, and loss of loved ones. Brian holds a Bachelor's degree from West Chester University and carries 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). He applies a planning-based approach driven by facts and proven strategies, aiming to help clients achieve meaningful financial outcomes while managing risk. A former Indirect Fire Infantryman in the U.S. Army, Brian was awarded two Army Achievement Medals, the National Defense Medal, the Kuwait Liberation Medal, and the Southwest Asia Service Medal with one Bronze Service Star before an honorable discharge following Operation Desert Storm/Shield. In 2018, he founded Operation Honor Guard, a nonprofit dedicated to honoring fallen soldiers by maintaining their headstones. Brian is also involved in various community organizations including the Little American Football Association, West Chester Juniors Basketball Association, West Chester United Soccer Club, and the YMCA - Greater West Chester. He enjoys spending time camping, golfing, playing soccer, and being with his family.

Cory Chinnici is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at The Vanguard Group since 2016. 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 with portfolios constructed primarily from Vanguard funds and ETFs, offering various customization options and tax-aware features.

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 with 10 years of industry experience. He holds the Series 66 designation and has worked at The Vanguard Group since 2017, following a year at AXA Advisors. 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 utilizing proprietary models to create personalized asset allocations, primarily using Vanguard funds and ETFs, with options for tax awareness and customized portfolio features.

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 in Malvern, PA, holding a Series 66 designation and five years of industry experience. His prior work includes roles with Truist Financial and entrepreneurial experience with Scavenger Cycles LLC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs.

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.