Joseph Adams is a financial advisor with Vanguard Advisers, holding a Series 66 designation and with one year of industry experience. He has been with Vanguard Advisers and its affiliated entities since 2026. Prior to joining Vanguard, his background includes various roles unrelated to finance, including work in education and service industries. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor 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 using proprietary models and offers portfolios constructed mainly from Vanguard funds and ETFs with various tax-aware and customization features.

Kwabena Asiedu is a financial advisor at Thrivent Investment Management with Series 65, 63, and 66 licenses and less than one year of industry experience. His prior work includes roles at Morgan Stanley and Medallia Inc., as well as consulting and entrepreneurial ventures, such as Asiedu Consulting. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, providing goal-based financial analyses and planning without discretionary portfolio management.

April Heiser Liedike is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her prior roles include positions at Securities America, Park Avenue Securities, and Guardian Life Insurance. She is also a partner at Proactive Tax Strategies, LLP, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jay Goldblum is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 66 and Series 63 designations. Outside of his advisory role, Goldblum is the owner of Patriot Snacks LLC, a vending machine 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 using proprietary models to set personalized asset allocations, offering portfolios primarily composed of Vanguard funds and ETFs alongside various tax-aware and customization features.

Dawson Muth is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. His prior work includes roles at MML Investors Services and MassMutual Life Insurance Co. Outside of finance, he has worked as a caddy at Applebrook Golf Club for over ten years. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with a written recommendation report and ongoing advice.

Marcus Lucchese is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citizens Securities, Santander Securities, and PNC Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Joseph Waterman is a Series 66-licensed financial advisor at LPL Financial with 26 years of industry experience. He has worked at Merrill, Bank of America, and Boenning & Scattergood before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Cameron Keeler is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2012. He has been affiliated with Vanguard marketing Corporation and THE Vanguard Group, Inc. since 2008. 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 to construct personalized portfolios primarily composed of Vanguard funds and ETFs, combining digital delivery with a large advisor team to manage a broad client base.

Kevin Phillips is a financial advisor with LPL Enterprise LLC based in Malvern, PA, holding Series 66 and Series 63 credentials and three years of industry experience. His background includes roles at NYLIFE Securities LLC, New York Life, and his own firm, Kevin Phillips LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a broad range of brokerage and insurance products.

Michael Menninger is a CFP® with 25 years of experience in financial advising. He is currently with LPL Financial and has previously worked at Cetera Advisor Networks LLC, Menninger & Associates, and VOYA Financial Advisors. In addition to his advisory work, he teaches in the Perkiomen Valley School District and contributes as an article editor for LendEDU. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Kathleen Byrne is a financial advisor at Vanguard Advisers with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Vanguard in various capacities since 2008. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations and constructs portfolios mainly from Vanguard funds and ETFs.

Matthew Milnes is a Financial Advisor at Merrill Lynch Wealth Management with 20 years of experience in the financial services industry. He focuses on providing personalized financial planning and investment management services to individuals, families, and businesses. His areas of expertise include college education planning, institutional consulting, retirement planning, portfolio management, small business strategies, and tax minimization. Matthew holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's degree from Susquehanna University. Through his work, he aims to understand his clients' unique goals and develop tailored strategies to support their financial stability, wealth building, and future security. Outside of his professional role, Matthew enjoys football, golfing, reading, spending time with his family, and traveling. He grew up in Devon, Pennsylvania, and currently resides in Phoenixville with his wife, son, and their Labrador retriever.

Vincent Amalfitano is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2008. Outside of his advisory role, he works as an independent contractor at Amalfitano Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Kory Barto is a CFP® and Series 66-registered financial advisor with Edward Jones, bringing five years of industry experience. He has worked at Edward Jones since 2020 and previously held roles at Cetera Financial Group, Aston Carter (Aerotek), and AEP Holdings, INC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Jacob Amwake is a financial advisor with Vanguard Advisers, holding a Series 66 credential and four years of industry experience. He has worked at Vanguard and affiliated entities since 2021 and is the owner of Hearth of a Champion LLC, a basketball camp. He also engages in e-commerce as a self-employed online seller. 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 proprietary methodologies to create diversified portfolios primarily composed of Vanguard funds and ETFs.

Robyn Harwood is a financial advisor with Vanguard Advisers, holding a Series 66 designation and beginning her advisory career in 2026. Her prior work experience includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and various positions outside the financial industry. She has been involved with A Taste of Britain since 2024. 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, utilizing proprietary models to create personalized portfolios predominantly composed of Vanguard funds and ETFs.

Menachem Dinerman is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked both as a self-employed advisor and in various roles within the Vanguard organization. His background also includes positions related to educational and community institutions. Vanguard Advisers delivers 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 personalize asset allocations, managing large-scale client relationships through a combination of digital platforms and advisor support.

Divya Joshi is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and eight years of industry experience. She has been with Vanguard and its affiliated entities since 2017. 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 using proprietary methodologies to construct personalized portfolios mainly composed of Vanguard funds and ETFs.

Jeffrey Kelly is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Cambridge since 2012. Outside of his advisory role, he serves as president of a local dumpster rental franchise. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple custody and platform arrangements.

Caleb Martin is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has worked at Vanguard and its affiliated entities since 2021, following prior roles at GuideStone Financial Services and Guidestone Financial Resources. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach, constructing portfolios mainly from Vanguard funds and ETFs with various tax-aware and customization features.