Jessica Mclaughlin is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and three years of industry experience. She has been with Vanguard Advisers since 2025 and concurrently works with Vanguard Marketing Corporation and THE Vanguard Group, Inc. Outside of her advisory role, she owns JessCause Creations, LLC, an eCommerce business focused on apparel and accessories. 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 to create personalized portfolios mainly composed of Vanguard funds and ETFs.

John Hoffner is a financial advisor at Vanguard Advisers with a Series 66 designation and four years of industry experience. He has worked at The Vanguard Group since 2021 and previously held roles at Rutgers University, Columbia Bank, LA Fitness, and Rowan College at Burlington County. 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 constructs portfolios mainly from Vanguard funds and ETFs, offering diverse customization and tax-aware features.

Sara Lee is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and having 10 years of industry experience. She has been with The Vanguard Group since 2015. 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, primarily utilizing Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor support.

Hans Hess is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with Vanguard Advisers. His prior work includes roles at American Eagle Express Inc and Verizon Wireless. Outside of finance, he participates in the Nielsen Ratings media activities. Vanguard Advisers delivers 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 investment approach, utilizing Vanguard funds and ETFs with options for tax-aware management and customization.

Maria Henderson is a financial advisor with Cetera, holding a Series 63 designation and bringing 18 years of industry experience. She has previously worked with Avantax Insurance Agency, Avantax Advisory Services, and has operated her own CPA practice since 1988. Henderson serves as a board member of the Pennsylvania Society of Tax and Accounting Professionals and maintains an active role in tax and accounting organizations. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform with various program options and custodial relationships.

John Messersmith is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2025, following ten years at Next Financial Group Inc. He has operated Messersmith & Associates since 1986. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad non-advisory financial services network.

William Angelos is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Jackson is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has been with Cetera and its affiliated entities since 2004 and also operates independently through several entities, including Jackson & Associates LLC, where he provides tax and accounting services as a CPA. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that allows advisors to use affiliated and third-party investment strategies across various program structures.

Michael Sirianni is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics to support portfolio diversification and investment selection.

Emily Hagerty is a financial advisor at Mass Mutual Investors Services with Series 66 credentials and one year of industry experience. Her prior work includes roles at MassMutual Life Insurance Company, Northwestern Mutual, and experience in various non-financial sectors. MML 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 software to deliver detailed, written recommendations through annual, collaborative client relationships.

Kwaku Asante is a financial advisor with Vanguard Advisers in Malvern, PA. He holds Series 63 and Series 66 licenses and has six years of industry experience. His work history includes roles at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. 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 investment approach and manages a large client base through its digital delivery platform.

Danilo Ercole is an advisor with LPL Financial, holding Series 63 and Series 65 credentials and having three years of industry experience. Prior to joining LPL in 2025, he worked at The Vanguard Group for two years and held various roles including self-employment and positions outside the financial industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by extensive research resources and a broad platform including strategic allocations, direct indexing, and institutional programs.

John Morgenthaler is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and has worked at firms including Wharton Wealth Management and Principal Life Insurance Co. In addition to his advisory roles, he is involved with Wharton Business Group, a separate corporation where he sells life insurance. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization, discretionary strategy options, and access to third-party money managers.

Zachary Hickman is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. His prior experience includes roles at TD Bank and The Vanguard Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Emanuele Buonamici is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds the Series 66 designation and has previously worked at PNC Bank and PNC Investments. Outside of his advisory role, he volunteers as a financial educator with the Foundation for Financial Planning through the CFP Pro Bono Program. 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 utilizing proprietary models to set personalized asset allocations, with portfolios largely composed of Vanguard funds and ETFs.

Christopher Brown is a financial advisor at Vanguard Advisers with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Waldron Private Wealth, Truist Wealth, and J.G. Wentworth. 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 largely constructed from Vanguard funds and ETFs, with various customization and tax-aware features.

Sufyan Davis Arrington is a financial advisor with Vanguard Advisers in Malvern, PA, holding a Series 66 designation and two years of industry experience. Prior to joining Vanguard, he worked at Equitable Advisors, LLC. 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.

Alfred Barbato is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at Key Investment Services, Wells Fargo Clearing, Santander Securities, and PNC Wealth Management. Based in Phoenixville, PA, he currently also operates under TruMark Financial Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by extensive technology and a large network of over 22,800 advisors.

Anthony Rossini is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has previously worked at M&T Securities Inc. and Citizens Securities, Inc., with tenures of five and thirteen years, respectively. Rossini is based in Glen Mills, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

William Filer Jr. is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at LPL Financial since 2009 and previously held positions at Merrill, Banc of America Investment Services, Ifmg Securities, and Wells Fargo Clearing. 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 financial planning and asset management services through a large network of advisors and utilizes various investment strategies supported by advanced operational and research tools.