Lee Fisher is a CFA® credentialed financial advisor with 12 years of industry experience, currently with Vanguard Advisers in Malvern, PA. He has worked at The Vanguard Group since 2011, including a two-year period associated with Harvard Business School. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach that utilizes proprietary models to construct portfolios primarily composed of Vanguard funds and ETFs, offering various customization options and tax-aware features.

Daniel Seiferth is a CFP® with five years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2024. His prior roles include positions at Vanguard Marketing Corporation and The Vanguard Group, Inc., both held since 2021, as well as earlier work in contracting and other firms. Vanguard Advisers delivers both 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 utilizing proprietary models and primarily Vanguard funds and ETFs, supporting a large client base through a high client-to-advisor ratio and digital platform.

Kristin Avellino is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 credentials and having three years of industry experience. She has worked in various roles, including positions at Vanguard marketing Corporation and The Vanguard Group, Inc. Outside of advising, Avellino is a yoga instructor and also works as a hairstylist. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, combining scale with digital delivery and customization options.

Tara Brooks is a financial advisor with UBS Financial Services in Malvern, PA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with UBS since 2006. Outside of financial advising, she serves as Vice President of Old & Outta Shape Productions Inc., a TV production company, and is a member of the Mom's Council for the East Whiteland Patch online newspaper. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and a broad range of capital markets functions.

Alexander March is a CFP® with 18 years of industry experience, all of which he has spent at The Vanguard Group, Inc. He is based in Malvern, PA, and holds a Series 63 license. Outside of his advisory role, he is an owner of a rental unit in West Chester, PA. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct portfolios mainly composed of Vanguard funds and ETFs with various customization options.

Raza Elahi is a financial advisor at Vanguard Advisers with three years of industry experience. He previously worked at TD Bank N.A. and TD Private Client Wealth. 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 using proprietary models to construct portfolios mainly composed of Vanguard funds and ETFs.

Brian Murphy is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Szustak Commercial Finance Corp, Randstad, and Atlantic Coast Athletic Club. Outside of advising, he has a contracted delivery position with DoorDash. 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 set personalized asset allocations, primarily investing in Vanguard funds and ETFs.

John Funk is a financial advisor with Mass Mutual Investors Services in Exton, PA, holding a Series 63 designation and 55 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual since 1991. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and recommend investment strategies.

Matthew Buckery is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses across various financial topics without discretionary trading authority or institutional portfolio management.

William McBride is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior roles include positions at PNC Wealth Management and Wells Fargo’s Private Bank. He has been with Vanguard and its affiliated entities since 2021. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with proprietary models and predominantly Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing a large client base through a combination of automated platforms and a team servicing model.

Geri Ann Wogram is a financial advisor at Vanguard Advisers with two years of industry experience. She holds a Series 66 designation and has prior work experience at Whitford Land Transfer, Downingtown Area School District, DNB First Bank, and LifeVantage Corporation, where she is also an independent distributor in a multi-level marketing business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios predominantly constructed from Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model.

Christopher Griffith is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at INVEST Financial Corp, MML Investors Services, and MassMutual Life Insurance Co. Outside of his advisory work, he operates a retail business, The Bar Cart, which sells wine and spirits. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management, supported by model portfolios and research from LPL Research and third-party subadvisors.

Colin Sullivan is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vanguard since 2021, with prior roles at The Prudential Insurance Company of America and Pruco Securities. 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 investment approach using proprietary models and primarily constructs portfolios from Vanguard funds and ETFs, combining digital delivery with a large advisor team to manage a high volume of client relationships.

Kelley Meagher is a financial advisor at OSAIC with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors and Delphi Wealth Management Group. Outside of her advisory role, she is a certified notary public in Chester County, Pennsylvania. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing a range of asset-allocation tools and third-party money managers to construct portfolios across multiple asset classes.

Thomas Furda is a CFP®-certified financial advisor with 17 years of industry experience. He has worked at The Vanguard Group, Inc. since 2018 and previously at Financial Life Focus, LLC from 2016 to 2018. He is based in Malvern, PA. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies and primarily invests in Vanguard funds and ETFs, offering a range of customization options.

Stephen Paul is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with The Vanguard Group, Inc. since 2013. 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 portfolio construction, relying mainly on Vanguard funds and ETFs, and combines digital delivery with a large advisory team.

Matthew Harrigan is a Series 66-credentialed financial advisor with four years of industry experience. He currently works at Vanguard Advisers and has held multiple roles within The Vanguard Group and its affiliates since 2022. Prior to joining Vanguard, he spent time at Goodyear Tire and Rubber Company and The Fresh Market. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to construct portfolios largely from Vanguard funds and ETFs, supported by a large-scale digital delivery platform and more than 2,200 advisors.

Anthony Calabretti is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63, 65, and 66 licenses with 19 years of industry experience. He has been with Vanguard and its affiliates since 2014, including periods of self-employment. Outside of his advisory role, he is contracted as a delivery driver for DoorDash. 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 manages portfolios composed of Vanguard funds and ETFs.

Diana Rushton is a Series 66-licensed financial advisor with five years of industry experience. She is currently with Vanguard Advisers, Inc., where she has worked since 2026, following a decade at Wells Fargo Bank and Wells Fargo Clearing Services. 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 using proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs, offering various tax-aware and customizable features.

Andrew Hauser is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and five years of industry experience. He has been with Vanguard Marketing Corporation and The Vanguard Group since 2021 and previously worked at Rowan University and Eagle Wealth Strategies. Outside of his advisory roles, he has experience working at Big Swing Golf Center. 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 with portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options including ESG preferences.