Patricia Greene is a financial advisor with Stifel in West Chester, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Anthony Leon is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at The Vanguard Group since 2017 and previously had brief roles at Epic Health Services and Bogarts Bar and Grill. 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. The firm is notable for its large scale, digital delivery, and a client mix focused on retail and plan participants.

Timothy Palilonis is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 20 years of industry experience. Prior to joining Vanguard in 2026, he worked at Merrill Lynch Investment Managers, BlackRock Investments, and FAM Distributers. Outside of his advisory role, he is involved in minor property maintenance of a condominium previously owned as a primary residence. 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 with personalized asset allocations and primarily constructs portfolios from Vanguard funds and ETFs.

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 with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Hornor Townsend & Kent Inc and Boenning & Scattergood, Inc. He has served as a FINRA arbitrator since 2016. Vanguard Advisers offers 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 primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a substantial advisory team.

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 with Vanguard Advisers, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His career includes roles at Vanguard Marketing Corporation and The Vanguard Group since 2011, with prior experience at LPL Financial, Citigroup Global Markets, and Janney Montgomery Scott. He is based in Malvern, 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 investment approach using proprietary models and largely invests in Vanguard funds and ETFs, offering customizable portfolios with tax-aware features.

Katherine O'donnell is a financial advisor at Vanguard Advisers with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at The Vanguard Group since 1999, including nine years at Beachbody from 2015 to 2024. 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 that utilizes proprietary models to create personalized portfolios primarily built from Vanguard funds and ETFs.

Grace Terracciano is a CFA® charterholder and holds a Series 63 license with seven years of industry experience. She has been with The Vanguard Group, Inc. since 2019 and previously worked at Cenero. She also spent four years at the University of North Carolina at Chapel Hill. Vanguard Advisers provides both automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed largely from Vanguard funds and ETFs, offering a range of customization options.

Andrew Bolland is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 65 licenses and having seven years of industry experience. His work history includes roles at Vanguard Advisers, Vanguard Marketing Corporation, The Vanguard Group, Inc., and Mutual of Omaha Investor Services. 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 with portfolios constructed largely from Vanguard funds and ETFs, offering a high client-per-advisor ratio enabled by its scale and digital delivery.

Ann Dybalski is a financial advisor at Vanguard Advisers with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with The Vanguard Group since 2012. Vanguard Advisers offers 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 large-scale client relationships through a combination of digital tools and advisor support.

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 worked at The Vanguard Group, Inc. since 2016 and served in the United States Marine Corps from 2010 to 2018. He holds Series 63 and Series 65 licenses. 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 utilizing proprietary methodologies to construct portfolios primarily from Vanguard funds and ETFs, offering various customization options and managing a large client base through digital delivery and team servicing.

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 63 and Series 66 designations and bringing three years of industry experience. He has worked with Vanguard Advisers since 2025 and is also engaged as a contract driver for delivery services. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to set personalized asset allocations, with portfolios largely constructed from Vanguard funds and ETFs.