Daniel Quinn is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and has worked at Royal Alliance since 2014. Outside of advisory activities, he operates a sole proprietorship involved in product review and sales. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisers and employs a variety of asset-allocation tools and third-party platforms to manage diversified portfolios.

William Burr is a Wealth Management Advisor at Merrill Lynch Wealth Management, leading The Burr Group based in Philadelphia and Wayne, PA. His team works with individuals, families, business owners, and entrepreneurs to address varied financial needs through personalized strategies. The group's services include retirement planning, education planning, portfolio analysis, insurance, business cash flow management, lending, and estate planning. Before joining Merrill Lynch Wealth Management, William Burr was a professional basketball player and served as President of a company focused on professional athletes. He holds a Bachelor's Degree in Finance from The College of New Jersey. He is also recognized with professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his community involvement, William supports Big Brothers Big Sisters Southeastern PA and participates in local efforts related to sports programs, environmental initiatives, and cancer research fundraising. He resides in the Philadelphia area with his wife Emily and their three children, and he enjoys activities such as traveling, basketball, snowboarding, and golfing.

Rilee Kelly is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. Prior to joining Vanguard, Kelly worked at Blue Owl Capital and Morgan Stanley in 2024 and has experience in academic support roles at Seton Hall University and Brookville Area High School. Vanguard Advisers offers 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 utilizes a goal-based, algorithm-driven investment approach featuring proprietary asset allocation models and portfolios primarily composed of Vanguard funds and ETFs.

Vinicius Pereira is a financial advisor with LPL Enterprise, holding the Series 66 designation and one year of industry experience. His prior work includes roles at Solenis LLC and Merenda Box. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining advisory programs with brokerage and insurance product sales through an integrated platform.

Tyler Harrison is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at Vanguard Advisers and related Vanguard entities since 2021, with prior experience at De Lage Landen Financial and Legend Financial Advisors. Outside of his advisory role, he owns and operates a retail business, 888Infinity, based in West Chester, PA. 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 to portfolio construction, utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform combined with advisor support.

William Milligan is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and has been with MassMutual and its affiliated firms since 2025. Outside of his advisory role, he has been involved with the Merion Golf Club since 2021. MassMutual 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 analytical tools to support client goals.

Samantha Grissom is a CFP® with 13 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2012. She holds a Series 63 license and is based in Malvern, PA. Outside of her advisory role, she acts as a limited agent for her mother. 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 approach featuring proprietary models and primarily uses Vanguard funds and ETFs in constructing portfolios.

Cecily Venkatesh is a financial advisor with LPL Financial, holding a Series 66 designation and with seven years of industry experience. She has been with LPL Financial since 2018 and has also worked at Franklin Mint Federal Credit Union since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Marco De Freitas is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked at Vanguard Marketing Corporation and The Vanguard Group since 2019, following ten years at TD Ameritrade. Outside of his advisory role, he serves as treasurer and board member for Stillirun.org, a nonprofit focused on mental health through running. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios built mainly from Vanguard funds and ETFs, offering customization options and managing a high volume of client relationships through a large advisor team.

William Fagan Jr. is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for nine years. In addition to his advisory role, he is licensed as an insurance agent offering a range of insurance products including accident and health insurance, disability insurance, and annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing a variety of asset allocation tools and portfolio management options.

Urszula Dabrowski is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2008. She holds a Series 63 license and is based in Malvern, PA. Outside of her advisory role, she has experience as a landlord. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach that incorporates proprietary models and offers customizable portfolios primarily composed of Vanguard funds and ETFs.

Thomas Mc Laughlin is a financial advisor with LPL Financial, holding a Series 63 designation and 36 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Advisors, LLC, RWMMSM, LLC, TRMSolution, Ltd., and Grove Point Investments, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers varied advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Martin Patrick D'amico is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2023, he worked for seven years at Boenning & Scattergood. Outside of his advisory role, he is the owner of Cigars Unlimited, Inc., a business based in Pennsylvania. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by research and model portfolios from internal and third-party sources.

Kenneth Rush is a financial advisor with Vanguard Advisers, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors and AXA Advisors, as well as work at St Davids Golf Club. He is currently employed by The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. 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 using proprietary models to create personalized portfolios primarily focused on Vanguard funds and ETFs.

Victor Bozadjian is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and seven years of industry experience. He has previously worked with Wells Fargo Clearing Services and Wells Fargo Bank. Outside of his advisory role, he serves as board member treasurer for the nonprofit Knights of Vartan-Ardashad, Inc. 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 personalized asset allocations and Vanguard funds and ETFs. The firm manages large-scale client relationships through a combination of digital delivery and human advisory support.

Tyler Franks is a financial advisor at Wells Fargo Clearing with seven years of industry experience and a Series 66 designation. He previously worked at Raymond James Financial Services and has held roles at Merion Golf Club and Augusta National Golf Club. Outside of advising, he owns TSF GOLF, LLC, a golf industry business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research from Wells Fargo Investment Institute and third parties to support diversified investment strategies across brokerage and advisory solutions.

Joseph Furey is a CFP® professional with nine years of industry experience, currently serving as an advisor at Vanguard Advisers in Malvern, PA. His prior experience includes roles at Bryn Mawr Trust Advisors, Charles Schwab, UBS Financial Services, and JP Morgan Chase Bank. 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 with portfolios primarily constructed from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Adam Strodel is a CFP® with 19 years of industry experience and has worked at The Vanguard Group since 2008. He is based in Malvern, PA, and holds a Series 63 license. Vanguard Advisers offers both 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, serving a large client base through its digital platform and extensive advisor team.

Elizabeth Garnto is a financial advisor with Vanguard Advisers, holding Series 63, 65, and 66 credentials and 22 years of industry experience. She previously worked at Beirne Wealth Consulting Services, LLC for eight years before joining The Vanguard Group, Inc. in 2022. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with personalized asset allocations and offers a range of customizable portfolios constructed primarily from Vanguard funds and ETFs.

Hannah Collins is a financial advisor with Vanguard Advisers, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard, she worked at Raymour & Flanigan for five years and has held positions in various other organizations, including The Devereux Foundation and Ferrells Classic Inc. 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 to tailor asset allocations, primarily using Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor support.