Steve Scornajenghi is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He has a background as a Financial Advisor with experience at multiple firms, including TD Bank in 2025, Citizens Securities, Inc from 2021 to 2024, and Equitable Advisors from 2018 to 2021. Throughout his career, Steve has focused on delivering comprehensive financial planning services. Outside of his professional role, he has interests in baseball, football, movies, and music.

Valerie Cianfaro is a financial advisor at Vanguard Advisers with five years of industry experience. She holds a Series 66 designation and previously worked at Barclays Bank US from 2014 to 2020, before joining Vanguard in 2020. Vanguard Advisers delivers both 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 proprietary methodologies to create personalized portfolios, largely constructed from Vanguard funds and ETFs.

Nicholas Liuzzi is a financial advisor at Vanguard Advisers with a Series 66 credential and four years of industry experience. He has worked at The Vanguard Group since 2021 and previously held roles at The JG Wentworth Company and Verizon. He also serves as a limited agent for an immediate family member. 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 personalized asset allocations primarily constructed from Vanguard funds and ETFs.

Jared Folsom is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. His background includes roles at Fidelity Investments and prior positions in education and the life sciences sector. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios across various asset classes.

Ryan Moore is a financial advisor at Vanguard Advisers with a Series 66 credential and six years of industry experience. His prior roles include positions at Ameriprise Financial, Legacy Planning Partners, and PPB Capital Partners. 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 using proprietary models and offers a range of customizable portfolios primarily constructed from Vanguard funds and ETFs.

Peter Robinson is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 14 years of industry experience. He has been with Vanguard Advisers since 2019 and has worked with related Vanguard entities since 2015. Outside his advisory role, he is also listed as an agent for his wife in an investment-related capacity. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and offers a variety of portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through its digital platform and extensive advisor team.

Jeffrey Galiardi is a financial advisor at Vanguard Advisers with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard Advisers since 2020. Prior to this, he has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2006. Galiardi serves as an executor and trustee for immediate family members in fiduciary roles. 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, primarily using Vanguard funds and ETFs, and manages a high volume of client relationships through a combination of digital platforms and advisory teams.

Jaime Boal is a financial advisor at Vanguard Advisers with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard and Mutual of America firms. Outside of his advisory role, he operates a small business as a reseller on Thredup. 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 create personalized portfolios primarily composed of Vanguard funds and ETFs.

Andrew Wallace is a Series 66-licensed financial advisor with five years of industry experience. He is currently with LPL Financial and previously worked at Cambridge Investment Research Advisors, Inc. Outside of his advisory role, he is also engaged as an Investment Advisor Representative at Conte Wealth Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and diversified investment strategies.

Michael Dalkin is a financial advisor at Vanguard Advisers with 19 years of industry experience. He holds the Series 66 designation and has been with Vanguard and its affiliated entities since 2012. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs, offering a range of customization options.

Faye Romano is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds Series 63 and Series 65 designations and has been with Vanguard since 2016. Romano also serves as an agent for an immediate family member in an investment-related capacity. 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 featuring proprietary methodologies and a range of customization options, managing a large client base through a digital platform supported by a team of advisors.

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.

Jeffrey Ditalia is a financial advisor at Equitable Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2016, previously working at AXA Advisors. Outside of his advisory role, he operates an independent insurance agency specializing in disability, life, accident, and health insurance. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm relies on LPL-sponsored programs and various endorsed TAMPs to provide advisory and brokerage solutions.

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.

Mitchell Camp is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Robert Half prior to his current role. Outside of advising, he has a minority ownership interest in two investment-related entities. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various financial needs and integrates advisory services with other financial products and referral channels.

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.