Jonathan Compton is a Series 66-registered financial advisor at Vanguard Advisers with one year of advisory experience. He has been with The Vanguard Group and its affiliates since 2021. His earlier background includes time spent at The Pennsylvania State University and Conestoga High School. 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 approach to portfolio construction, leveraging Vanguard funds and ETFs and offering customization options including ESG preferences and tax-aware strategies.

Caterina Ciarlante is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Vanguard Advisers since 2019 and has concurrent roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Since 2024, she also serves as a trustee for an immediate family member’s investment trust. Vanguard Advisers delivers 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 approach using proprietary models to personalize asset allocations, primarily through Vanguard funds and ETFs, and manages a high volume of client relationships through its digital and team servicing platform.

Joshua Newett is a Series 66-licensed financial advisor at Vanguard Advisers with one year of industry experience. Before joining Vanguard Advisers, he worked at Edward Jones for two years and has a background that includes roles in education and international service. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans with a goal-based, algorithm-driven investment approach that combines automated and human-supported advice. The firm manages a large client base through its digital platform and team servicing model, offering portfolios primarily composed of Vanguard funds and ETFs with various customization options.

Paul Bisbal is a financial advisor at Vanguard Advisers with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA and TIAA-CREF for 15 years. Since 2025, he has been associated with multiple Vanguard entities, including Vanguard Advisers and Vanguard Marketing Corporation. 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, utilizing proprietary models and primarily Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisory teams.

Gregory Zegalia is a financial advisor at Vanguard Advisers with five years of industry experience. He holds the Series 66 designation and has worked at The Vanguard Group, JPMorgan Chase Bank, and J.P. Morgan Securities. 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 employs a goal-based, algorithm-driven investment approach, constructing portfolios primarily from Vanguard funds and ETFs with tax-aware features and a range of customization options.

Sung Cho is a CFP® with six years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with Vanguard in various capacities since 2019, including roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., and previously worked at Springboard Media. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, utilizing a goal-based, algorithm-driven approach with proprietary methodologies to set personalized asset allocations. The firm manages a large volume of client relationships through a combination of digital platforms and advisor teams, primarily focusing on retail and plan participant clients.

Bruce Spartz is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has been with Merrill since 2010 and also works at Bank of America, N.A. His other business activities include serving in a personal fiduciary role with Legg Mason Global Asset Management. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Vondercrone is a financial advisor at OSAIC Wealth, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at Royal Alliance Associates, INC. and has owned an accounting and tax practice, JV CPA LLC, since 2018. Outside of financial advising, he is involved in selling sports card collections and leads a tax resolution firm, Premier Tax Resolution LLC. OSAIC Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management, with a complex corporate structure including multiple mergers and private-equity ownership.

Jared Vichko is a financial advisor with Merrill in Wayne, PA, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2006 and concurrently associated with Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Brooks is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in 1981 as a Financial Advisor in Philadelphia before relocating his practice to Media, Pennsylvania, in 1984. From 1993 to 2013, he served as the Resident Director of the Media office. After choosing to focus exclusively on client service in 2013, he expanded his practice with the addition of his daughter in 2017 and later integrated with the Exton office team in 2021. Joe’s expertise encompasses a range of client focus areas including divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, defined benefit plans, personal retirement planning, portfolio management, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. He applies his knowledge of risk management and personalized financial planning to support clients in building, preserving, and generating wealth. He holds a Bachelor of Science degree in Accounting from St. Joseph’s University and has earned professional designations such as Certified Investment Management Analyst (CIMA®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional responsibilities, Joe enjoys golfing, reading, traveling, and spending time with his wife Denise, their three children, and five grandchildren. He has also served as President of Aronimink Golf Club in Newtown Square, Pennsylvania.

Deborah Mier is a financial advisor at Vanguard Advisers with four years of industry experience. She holds a Series 66 designation and previously worked for Mier Communications, Inc. (dba Miercom) for 15 years before joining Vanguard in 2022. Vanguard Advisers provides 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 utilizes a goal-based, algorithm-driven investment approach and manages portfolios largely composed of Vanguard funds and ETFs.

Terry Stoneberg is a financial advisor at Vanguard Advisers with five years of industry experience. He holds a Series 66 designation and has worked at multiple Vanguard entities since 2025. Prior to joining Vanguard, he was employed at Randstad and NJM Insurance, and he also spent time involved with The Bridge Coffee & Community. Vanguard Advisers provides 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 employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs.

Travis O Connor is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Firstrust Financial Resources, Equitable Advisors, LLC, Kelman and Magliari Management, Ameriprise Financial Services, LLC, Capital Analysts, and Lincoln Investment. 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 models and offers portfolios primarily constructed from Vanguard funds and ETFs, with a range of customization options.

Darrell Montgomery is a financial advisor with Vanguard Advisers, holding Series 65 and Series 63 licenses and 22 years of industry experience. He has been with Vanguard Advisers since 2019 and is also associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2017. 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 constructed mainly from Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing hundreds of thousands of client relationships through a combination of automated platforms and advisor teams.

Maeghanfiona Talley Dyer is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with various Vanguard entities since 2010 and serves as an executive board member for NBIA Disorders, a nonprofit organization focused on fundraising. 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 approach with portfolios mainly composed of Vanguard funds and ETFs, combining digital scale with personalized investment strategies.

Tyler Bruno is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 66 designation and has worked at Vanguard Advisers, The Vanguard Group, Inc., and Vanguard Marketing Corporation since 2022. Prior to that, he was employed at Automatic Data Processing Inc from 2020 to 2022. 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 employs a goal-based, algorithm-driven investment approach and manages portfolios primarily using Vanguard funds and ETFs.

Adam Herdel is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and three years of industry experience. He has worked with various Vanguard affiliates since 2016, including Vanguard Investments Australia Ltd and Vanguard Marketing Corporation. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using its proprietary models and largely invests in Vanguard funds and ETFs, offering a range of customization options through a high-scale, digitally delivered platform.

Jian Shi is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2025, Jian worked for Morgan Stanley Smith Barney LLC from 2021 to 2025 and operated Shi Consulting LLC from 2015 to 2021. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Jennifer Raines is a financial advisor with Morgan Stanley in Berwyn, PA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and advanced modeling techniques as part of its financial planning process.

Ryan Bronowicz is a CFP® and Series 66-licensed financial advisor with 17 years of industry experience. He has worked at The Vanguard Group since 2017 and previously held roles at PNC Investments LLC and PNC Bank from 2013 to 2017. Bronowicz is based in Malvern, PA. Vanguard Advisers delivers automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.