John Reilly is a financial advisor at Vanguard Advisers with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs.

Timothy Donahue is a financial advisor at Vanguard Advisers with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Hornor Townsend & Kent Inc and LaSalle University. Since 2016, he has served as a FINRA arbitrator, involved in dispute resolution within the financial industry. 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 investment approach using proprietary models and offers portfolios constructed mainly from Vanguard funds and ETFs, with various tax-aware and customization options.

Mark Persichetti is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he worked for TD Securities, a division of TD Bank, for 19 years, and also spent one year at Surrey Services for Seniors. 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 uses a goal-based, algorithm-driven investment approach with portfolios largely constructed from Vanguard funds and ETFs.

Corey Boudman is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Vanguard entities since 2007, including Vanguard Advisers since 2019. 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 to set personalized asset allocations, primarily investing in Vanguard funds and ETFs with various tax-aware and customization features.

Thomas Campbell is a CFP® professional with 24 years of experience in the financial services industry. He has been with Edward Jones since 2006, serving clients from Exton, PA. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Adams is a financial advisor at Vanguard Advisers with 21 years of industry experience. He holds Series 66 and Series 63 designations. His career includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2011, and self-employment since 2024. Vanguard Advisers offers 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 investment approach, utilizing proprietary models and largely Vanguard funds to create personalized portfolios.

Katherine O'Donnell is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked at The Vanguard Group since 1999 and spent nine years at Beachbody. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, utilizing a goal-based, algorithm-driven approach that incorporates Vanguard funds and ETFs with customization options including ESG and tax-aware strategies. The firm manages a large client base through its digital platform and team servicing model.

Grace Terracciano is a CFA® charterholder with six years of industry experience. She has been with The Vanguard Group, Inc. since 2019 and previously worked at Cenero. Grace holds a Series 63 license. 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 models to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and team servicing model.

Andrew Bolland is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vanguard Advisers, Vanguard Marketing Corporation, The Vanguard Group, and Mutual of Omaha Investor Services. 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 investment approach and manages a large client base through its digital platform and extensive advisor team.

Ann Dybalski is a financial advisor at Vanguard Advisers with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with The Vanguard Group since 2012. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach featuring proprietary methodologies and portfolios constructed largely from Vanguard funds and ETFs.

David Falcone is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 65 designations and nine years of industry experience. His prior roles include positions at CBIZ Investment Advisory Services, Mutual of America Securities, Merrill Lynch, and New York Life. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice, utilizing goal-based, algorithm-driven strategies primarily built with Vanguard funds and ETFs. The firm manages a large client base with over 2,200 advisors and offers customizable portfolios featuring tax-aware strategies and multi-goal pooling.

Bryson Cabacungan is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments provides discretionary portfolio management to a global clientele that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach using quantitative and qualitative research, tax-aware processes, and risk management techniques across diverse portfolios.

Ryan Brackett is a financial advisor at Vanguard Advisers with 10 years of industry experience. He has been with The Vanguard Group, Inc. since 2016 and previously served in the United States Marine Corps from 2010 to 2018. He holds Series 65 and Series 63 designations. 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 models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Michelle Liu is a CFA® charterholder with 10 years of industry experience. She has worked at Vanguard Advisers, Inc. since 2026 and has been associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2016. Vanguard Advisers delivers 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 uses a goal-based, algorithm-driven approach to asset allocation, constructing portfolios mainly from Vanguard funds and ETFs with options for tax-aware management and customization.

Alexander Lindholm is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and three years of industry experience. His work history includes roles at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. Outside of his advisory work, he has been a contract driver for DoorDash and Uber Eats since 2023. 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 primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model.