Ashley Woodcox is a financial advisor at Vanguard Advisers with one year of industry experience. She previously worked for Marriott International Corporation for ten years before joining Vanguard and holds the Series 66 designation. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and retirement plan participants. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Zachary Pyers is a financial advisor with Vanguard Advisers in Malvern, PA, holding a Series 66 credential and possessing three years of industry experience. Prior to joining Vanguard Advisers in 2026, he worked with Macquarie Investment Management Business Trust and Delaware Distributors, L.P. from 2022 to 2025. He has also been involved with City Year and operated a landscaping business, Songbird Landscapes. 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 investment approach and manages a large client base through a combination of digital platforms and a sizable advisory team.

Colin Mccabe is a financial advisor at Vanguard Advisers with one year of industry experience. He holds the Series 66 designation and has worked with several firms including Vanguard Marketing Corporation, The Vanguard Group, and Cetera Investment Advisers. Outside of his advisory role, Colin owns Mana Mercantile, a retail sales business operating through eBay. 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, serving hundreds of thousands of clients through a combination of digital platforms and advisor teams.

Gino Stone is a financial advisor at Vanguard Advisers with three years of industry experience. He holds a Series 66 designation and has been with Vanguard-affiliated entities since 2022. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, offering tax-aware and customizable features.

Jacob Baumann is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and previously worked at New York Life Insurance Company and NYLIFE Securities LLC. Outside of advising, he is involved with XGolf, an indoor golf entertainment business. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and ongoing collaborative planning relationships to deliver written recommendations focused on investment categories and strategies.

David Correale Jr. is a CFP®-credentialed financial advisor with 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Ameriprise from 2011 to 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kyle Thomas is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at The Vanguard Group since 2019 and previously held roles at Werner Company, General Electric, and Montgomery Truss and Panel. 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, supported by a large team of advisors serving hundreds of thousands of clients.

Yumei Huang is a financial advisor with Vanguard Advisers in Malvern, PA, holding a Series 66 designation and nine years of industry experience. Prior to joining Vanguard, she worked at JPMorgan Chase Bank and Axa Advisors. Outside of her advisory role, Huang is the owner of Ivy Best Supply, a resale business. 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 with portfolios built mainly from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Meghan Walsh is a financial advisor at Vanguard Advisers with Series 63 and Series 66 designations and one year of industry experience. Her prior work includes roles at The Vanguard Group, Inc. and Vanguard Marketing Corporation. 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 uses a goal-based, algorithm-driven approach to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and managing a large client base with a high client-per-advisor ratio.

Kyle Scott is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2014 and joined Vanguard Advisers in 2025. Vanguard Advisers provides investment advice through both digital and human-supported services, serving retail investors and 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 tax-aware features and customization options.

Nicholas Desimone is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and four years of industry experience. He has been with Vanguard entities since 2021 and also works part-time managing customer service and equipment maintenance at a retail store, Ice Line Pro Shop. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through a digital delivery platform combined with team servicing.

Nelia Mc Bride is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and The Vanguard Group. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Joseph Bockus is a financial advisor at Vanguard Advisers with 5 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Vanguard entities since 2021. His prior work includes roles outside the financial industry, such as positions at Enterprise Rent-A-Car and Fastenal. 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 personalized asset allocations primarily constructed from Vanguard funds and ETFs, supported by a large team of over 2,200 advisors serving hundreds of thousands of clients.

Donna Marie Kelly is a financial advisor with Raymond James & Associates in Devon, PA, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include positions at RBC Capital Markets, Janney Montgomery Scott, and Deutsche Bank Securities. She has also served in a sacristan role at St. Agnes Church since 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm provides financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Nathaniel Cooper is a financial advisor with Thrivent Investment Management in Exton, PA, holding a Series 66 designation and three years of industry experience. Prior to his current role starting in 2023, he worked at Stillwater Medical Center from 2016 to 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering both one-time and ongoing planning engagements that cover a wide range of financial topics without implementation of recommendations. The firm’s approach includes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

A Norkiewicz is a CFP®-credentialed financial advisor with 44 years of industry experience. He is currently with LPL Financial and has previously worked at The Investment Center, Inc., Lancaster Financial Group LLC, Cadaret, Grant & Co., Inc., and Mony Securities Corporation. He is also involved with IC Insurance Services, Inc., a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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.

David Schwarz is a CFP® with 17 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has held roles at The Vanguard Group since 2007 and coaches swimmers at the Suburban Seahawks Club outside of his advisory work. Vanguard Advisers provides both 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 using proprietary models to construct personalized portfolios mainly from Vanguard funds and ETFs.

Mary Reopell is a financial advisor at Ameriprise with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Ryan McGuire is a CFP® with four years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with Vanguard Group and its affiliated entities since 2022. Prior to his financial services career, his work history includes roles at Millersville University and Spooky Nook Sports. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach and manages a large client base through its digital platform combined with advisor support.

Vernell Peter Koyi is a CFP® with 13 years of industry experience currently serving at Vanguard Advisers. He previously worked at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory role, he serves as an advisory board member and finance committee member for First African Baptist Church in Darby Township, PA. 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 composed 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.