Brian Carickhoff is a Wealth Management Advisor with extensive experience in financial planning and investment strategies. He has been serving clients since 2005, first at Morgan Stanley for eight years and then at Merrill Lynch Wealth Management. Brian holds several professional certifications including Accredited Domestic Partnership Advisor (ADPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). With a background as an Indirect Fire Infantryman in the U.S. Army, Brian's approach is disciplined and fact-based, emphasizing risk management and achieving client-defined financial outcomes. He specializes in areas such as College Education Planning, Family Wealth Management Strategies, LGBT Wealth Planning, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, Women and Wealth, and Retirement Income. Brian's work focuses on building strong relationships, fostering open communication, and guiding clients through life transitions. Brian holds a Bachelor's degree from West Chester University. He is actively involved in his community and professional organizations including the Association of the United States Army, National Military Family Association, Veterans of Foreign Wars, and St Maximilian Church. In 2018, he founded Operation Honor Guard, a nonprofit dedicated to honoring fallen soldiers by maintaining their headstones. He also participates in local youth sports associations and values spending time with his wife and three children, enjoying activities like camping, golfing, and soccer.

Cory Chinnici is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. He has worked at The Vanguard Group, Inc. since 2016. 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 develop personalized asset allocations primarily through Vanguard funds and ETFs, combining digital delivery with a team servicing model to manage a large client base.

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 in Malvern, PA, holding a Series 66 designation with nine years of industry experience. He has worked at The Vanguard Group since 2017 and was previously with AXA Advisors for one year. Vanguard Advisers serves retail investors and eligible employer-sponsored retirement plan participants through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations primarily constructed from Vanguard funds and ETFs.

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 and holds a Series 66 designation. He has four years of industry experience, including roles at Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation since 2021, and prior experience at Truist Financial. Alemaskin has also been involved in entrepreneurial activities outside finance, having operated Scavenger Cycles LLC for four years. 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 and manages portfolios primarily with Vanguard funds and ETFs, combining digital delivery at scale with personalized asset allocation strategies.

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.

Shawn Berwager is a financial advisor with Equitable Advisors in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC. He also operates a business under the name A.P. LUBRANO & COMPANY, INC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to meet diverse client needs.

Matthew Stouch is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Vanguard Advisers, where he has worked since 2018. He also holds roles within The Vanguard Group, Inc. and Vanguard Marketing Corporation, both since 2015. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Gregory Leone is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked with Cetera since 2013 and also serves as a director of GFG Retirement Solutions and a financial professional at Georgetown Financial Group. Leone is additionally licensed as an insurance agent, selling life, accident, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and unaffiliated model portfolios and strategies.

Brad Abel is a financial advisor with Edward Jones in West Chester, PA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Nicole Vicencio is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 28 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2017. Vicencio operates Sequoia Wealth Management as a business activity associated with her LPL role. LPL Financial is a national firm serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Shannon Birdsall is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and National Planning Corporation. Birdsall is also president of The O’Neill Financial Group, a sole proprietorship, and prepares income taxes seasonally. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using firm-provided tools and access to third-party money managers.

Bryan Baiocchi is a financial advisor at Vanguard Advisers with 20 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Hartford Funds Distributors, LLC, iPipeline Inc., O’Shares Investments, and M.S. Howells & Co. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that incorporates proprietary models and primarily Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing a large number of client relationships with a combination of technology and advisory teams.

Thomas Burke is a financial advisor with Vanguard Advisers holding a Series 66 designation and one year of industry experience. He has worked at multiple entities affiliated with Vanguard since 2025 and previously held positions at NYLIFE Securities LLC and New York Life Insurance 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 asset allocations, primarily using Vanguard funds and ETFs, and operates at scale through a digital delivery platform supported by more than 2,200 advisors.

Logan Brockway is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and has two years of industry experience. He has been with Thrivent and its affiliated entities since 2023. Prior to his financial advisory career, he worked at West Chester University and the Dallastown Area School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach includes holistic, goal-based analyses and offers clients the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan,” while keeping planning and account management separate.