Jason Bishop is a financial advisor with Mass Mutual Investors Services in Exton, PA, holding the ChFC® designation and Series 66 license. He has nine years of industry experience and currently serves as an Investment Adviser Representative at Wienken Advisors, Ltd., where he is involved in marketing and presenting seminars. He also holds a vice president position at UFG Advisors, LLC, focusing on expense management and succession planning. Mass Mutual Investors Services is an institutional firm with nearly 5,000 advisors, providing financial services to a broad client base.

Christopher Zellman is a CFP® with 24 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Grove Point Investments, H. Beck, CSC, and TFS Securities. Zellman also maintains a CPA practice specializing in tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by research and technology-driven portfolio management.

Ryan Smith is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and 10 years of industry experience. He has been with 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, mainly using Vanguard funds and ETFs, and serves a large client base through a hybrid digital and advisor team model.

Nisha Sharma is a financial advisor at Vanguard Advisers with a Series 66 designation and four years of industry experience. She has worked in various capacities within The Vanguard Group, PNC Bank, Wells Fargo Bank, and DNB First Bank. 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 primarily Vanguard funds and ETFs, serving a large client base through a combination of digital platforms and advisor teams.

Neil De Lucca is a financial advisor at Vanguard Advisers with 10 years of industry experience. He has been with The Vanguard Group, Inc. since 2016 and holds Series 63 and Series 66 designations. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach to portfolio construction, using Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and a team servicing model.

Matthew Robb is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds a Series 66 designation and previously worked at Fleetwood Bank before joining Thrivent in 2018. Outside of his advisory role, he serves as a seasonal Santa Claus impersonator and holds leadership positions on the boards of the Daniel Boone Optimist Club and the local Salvation Army advisory board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of planning topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.

Matthew Wright is a CFP® professional with 29 years of experience in the financial industry. He has been with Vanguard Advisers since 2000 and has worked at its parent company, The Vanguard Group, Inc., since 1996. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and manages a large client base through its digital platform and team servicing model.

Jarrod Smith is a financial advisor at Vanguard Advisers in Malvern, PA, holding a Series 66 designation with three years of industry experience. He has worked at The Vanguard Group, Inc. since 2022, with prior roles at Carshop and T-Mobile. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans, offering automated and human-supported investment advice through its digital and personal advisor services. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct portfolios primarily from Vanguard funds and ETFs, and it manages a large client base through its automated platform combined with advisor support.

James Dunn is a CFP®-certified financial advisor with 22 years of experience, all of which he has spent at The Vanguard Group, Inc. He is based in Malvern, PA and holds a Series 63 license. 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 investment approach with portfolios mainly constructed from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Ethan Quirin is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and previously worked for Next Financial Group Inc for 13 years. Outside of advisory work, he is involved in legal services as an attorney and FINRA arbitrator, and he operates a tax preparation business under Top Dog Tax Planners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Kelly Williams is a CFP®-credentialed financial advisor with 13 years of industry experience. She has been with Vanguard Advisers for six years and also has roles with Vanguard Marketing Corporation and The Vanguard Group, Inc. Kelly is based in Malvern, PA. 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 to personalize asset allocations, and manages portfolios primarily with Vanguard funds and ETFs.

Brandon Young is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 designations. He has nine years of industry experience, including a decade at The Vanguard Group and prior work with Luigi & Giovanni Specialty Foods for thirteen years. 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 with portfolios primarily constructed from Vanguard funds and ETFs, and it serves a large client base through a digital delivery platform supported by its team of over 2,200 advisors.

Scott Walker is a CFP® certificant with 10 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2015. He is based in Malvern, PA, and has worked exclusively with The Vanguard Group during his career. Vanguard Advisers offers 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 manages portfolios mainly composed of Vanguard funds and ETFs.

Ashley Black is a financial advisor at Osaic with four years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Lincoln Financial Advisors, and Delphi Wealth Management Group. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct portfolios across various investment types.

Phillip Figueiredo is a financial advisor at Vanguard Advisers with three years of industry experience. He holds a Series 66 designation and has a background that includes ownership of Philly Figs Marketing Services, LLC, a marketing and copywriting business, as well as PF Publishing LLC, a publishing company. 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, leveraging proprietary models and primarily Vanguard funds and ETFs.

Donald George Jr. is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He previously worked at Glenmede Trust for five years before joining The Vanguard Group in 2022. 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, offering customized asset allocations and tax-aware features largely through Vanguard funds and ETFs.

David Steen is a financial advisor with Vanguard Advisers, holding Series 63, 65, and 66 licenses and two years of industry experience. Prior to his current role, he worked at Minnesota Life Insurance Company, Securian Financial Services, Delaware Valley Advisors, and has been a house master providing residential dormitory supervision at the Academy of the New Church Secondary School since 2018. Vanguard Advisers offers 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 approach to create personalized portfolios primarily consisting of Vanguard funds and ETFs.

Vincenzo Blaydon is a financial advisor with Vanguard Advisers, holding a Series 66 designation and three years of industry experience. His career includes roles at The Vanguard Group, Vanguard Marketing Corporation, and Freedom Mortgage 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 portfolios primarily composed of Vanguard funds and ETFs.

Caitlin Gouck is a financial advisor at Fidelity with 10 years of industry experience. She previously worked at The Vanguard Group, Inc. for six years before joining Fidelity. She holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Jay Detwiler is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at The Vanguard Group since 2018 and was previously with Ameriprise Financial Services. Vanguard Advisers provides a combination of 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, primarily using Vanguard funds and ETFs, and manages a large client base through a scalable digital platform combined with advisor support.