Brian Murphy is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard Advisers, Vanguard Marketing Corporation, and Szustak Commercial Finance Corp. Outside of his advisory role, he has worked as a delivery contractor for DoorDash. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, constructing portfolios primarily from Vanguard funds and ETFs with tax-aware features and multiple customization options.

Beckett Yee is a financial advisor with Vanguard Advisers and holds a Series 66 designation. He joined Vanguard in 2026 and has previously held roles at the Los Angeles Rams, Fordham University London, and Loyola Marymount University. 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 that emphasizes personalized asset allocation and tax-aware portfolio management.

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 Series 66-licensed financial advisor with Thrivent Investment Management, based in Limerick, PA. He has three years of industry experience and has worked with Thrivent Financial and its investment management division since 2023. Prior to entering the financial industry, he was affiliated with Liberty University and Goldey Beacom College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning that covers a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option.

William McBride is a CFP® professional affiliated with Vanguard Advisers, bringing 13 years of industry experience. His career includes roles at PNC Wealth Management, Wells Fargo The Private Bank, Lehman Brothers Inc., and Neuberger Berman BD LLC. He is based in Malvern, PA. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through automated and human-supported investment advice, employing a goal-based, algorithm-driven approach with portfolios primarily consisting of Vanguard funds and ETFs. The firm is notable for its large scale and digital delivery model, managing hundreds of thousands of client relationships with over 2,200 advisors.

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 in Pottstown, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at INVEST Financial Corp, MML Investors Services, MassMutual Life Insurance Co, and MSI Financial Services. Outside of his advisory work, he is involved in retail sales of wine and spirits through a business called The Bar Cart. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 six years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Lincoln Financial Advisors Corporation and Delphi Wealth Management Group. Meagher is also a certified notary public in Chester County, Pennsylvania. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers.

Thomas Furda is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at Vanguard Advisers since 2018 and previously held roles at Financial Life Focus, LLC and Objective Finance. Furda is based in Malvern, PA. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm serves a large client base through a combination of digital platforms and advisor teams.

Stephen Paul is a financial advisor at Vanguard Advisers with 15 years of industry experience. He has held his current position at The Vanguard Group, Inc. since 2013. He holds Series 63 and Series 66 licenses. 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 approach to portfolio construction, primarily employing Vanguard funds and ETFs with options for tax-aware strategies and customization.

Matthew Harrigan is a Series 66 licensed advisor with Vanguard Advisers, bringing four years of industry experience. His career includes roles at various Vanguard affiliates and a prior position at Goodyear Tire and Rubber Company. Vanguard Advisers provides automated and human-supported investment advice through digital 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, constructing portfolios mainly from Vanguard funds and ETFs with options for tax-awareness and customization.

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 six years of industry experience, currently with Vanguard Advisers in Malvern, PA. Her prior experience includes roles at Wells Fargo Clearing Services and Wells Fargo Bank. Vanguard Advisers provides automated and human-supported investment advice through services such as Vanguard Digital Advisor and Vanguard Personal Advisor, 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 mainly composed of Vanguard funds and ETFs.

Andrew Hauser is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked within various divisions of Vanguard since 2021 and previously held roles at Rowan University and Eagle Wealth Strategies. Outside of advisory work, he was involved with Big Swing Golf Center for four years. 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 to construct portfolios primarily from Vanguard funds and ETFs, combining digital delivery with a team servicing model to manage a large client base.

Nilay Gandhi is a CFP® professional with 19 years of experience at Vanguard Advisers, where he has worked since 2007. He is also associated with Kumud C. Gandhi, CPA, a business involved in property inspections and administrative duties. 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 allocation, primarily utilizing Vanguard funds and ETFs.

Mona Gadura is a financial advisor at Vanguard Advisers with nine years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. She has been with The Vanguard Group since 2018. 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 proprietary methodologies and offers portfolios primarily constructed from Vanguard funds and ETFs.

Bryan Lewis is a CFP® professional with 19 years of industry experience, currently serving at Vanguard Advisers since 2006. He is based in Malvern, PA, and holds a Series 63 designation. Outside of his advisory role, he is listed as a power of attorney for a family-related investment activity. 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 and primarily constructs portfolios from Vanguard funds and ETFs, offering a range of customization options through its large-scale digital platform with over 2,200 advisors.

Connor Lokuta is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior work includes roles at Vuori, Hajoca, and Haberle Steel, as well as positions in educational institutions such as the University of Delaware and High Point University. Vanguard Advisers delivers automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models and offers portfolios constructed mainly from Vanguard funds and ETFs with various customization options.

Edward Richards is a financial advisor at Vanguard Advisers with over 20 years of experience in the financial services industry. His background includes roles at PFS Investments and Primerica Financial Services, and he has held multiple positions within The Vanguard Group since 2022. Richards is also involved with entrepreneurial ventures such as Team Flight Control, LLC and Aerial Mojo, LLC. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm combines goal-based, algorithm-driven portfolio management with a range of customization options and is notable for its scale and digital delivery model.