Rilee Kelly is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. Prior to joining Vanguard, Kelly worked at Blue Owl Capital and Morgan Stanley in 2024 and has experience in academic support roles at Seton Hall University and Brookville Area High School. Vanguard Advisers offers 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 utilizes a goal-based, algorithm-driven investment approach featuring proprietary asset allocation models and portfolios primarily composed of Vanguard funds and ETFs.

Vinicius Pereira is a financial advisor with LPL Enterprise in Malvern, PA, holding a Series 66 designation and one year of industry experience. His prior work includes a brief tenure at Solenis LLC and Merenda Box. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Tyler Harrison is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at Vanguard Advisers and related Vanguard entities since 2021, with prior experience at De Lage Landen Financial and Legend Financial Advisors. Outside of his advisory role, he owns and operates a retail business, 888Infinity, based in West Chester, 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 approach to portfolio construction, utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform combined with advisor support.

William Milligan is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and has been with MassMutual and its affiliated firms since 2025. Outside of his advisory role, he has been involved with the Merion Golf Club since 2021. MassMutual 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 analytical tools to support client goals.

Samantha Grissom is a CFP® with 13 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2012. She holds a Series 63 license and is based in Malvern, PA. Outside of her advisory role, she acts as a limited agent for her mother. Vanguard Advisers offers 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 featuring proprietary models and primarily uses Vanguard funds and ETFs in constructing portfolios.

Cecily Venkatesh is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2018. Prior to that, she has been affiliated with Franklin Mint Federal Credit Union since 2003. 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, third-party asset management, and institutional platforms.

Marco De Freitas is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked at Vanguard Marketing Corporation and The Vanguard Group since 2019, following ten years at TD Ameritrade. Outside of his advisory role, he serves as treasurer and board member for Stillirun.org, a nonprofit focused on mental health through running. 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 with portfolios built mainly from Vanguard funds and ETFs, offering customization options and managing a high volume of client relationships through a large advisor team.

William Fagan Jr. is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for nine years. In addition to his advisory role, he is licensed as an insurance agent offering a range of insurance products including accident and health insurance, disability insurance, and annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing a variety of asset allocation tools and portfolio management options.

Urszula Dabrowski is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2008. She holds a Series 63 license and is based in Malvern, PA. Outside of her advisory role, she has experience as a landlord. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach that incorporates proprietary models and offers customizable portfolios primarily composed of Vanguard funds and ETFs.

Thomas Mc Laughlin is a financial advisor at LPL Financial with 36 years of industry experience. He holds the Series 63 designation and has previously worked at Grove Point Advisors, LLC, RWMMSM, LLC, TRMSolution, Ltd., and Grove Point Investments, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports advisors with model portfolios, third-party asset management, and various institutional platforms, overseeing over $819 billion in discretionary assets with a network of more than 22,800 advisors.

Martin Patrick D'Amico is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Boenning & Scattergood for seven years. Outside of his financial advisory role, he is a business owner of Cigars Unlimited, Inc. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Kenneth Rush is a financial advisor with Vanguard Advisers, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors and AXA Advisors, as well as work at St Davids Golf Club. He is currently employed by The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. 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 using proprietary models to create personalized portfolios primarily focused on Vanguard funds and ETFs.

Victor Bozadjian is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Bank and Wells Fargo Clearing Services. Outside of his advisory role, he serves as Treasurer on the board of the nonprofit Knights of Vartan-Ardashad, Inc. and works in direct care roles for two home healthcare services. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, using a goal-based, algorithm-driven approach that incorporates proprietary methodologies and Vanguard funds. The firm’s large scale and digital delivery model support a high client-to-advisor ratio and a range of customizable portfolio options.

Joseph Furey is a CFP® professional with nine years of industry experience, currently serving as an advisor at Vanguard Advisers in Malvern, PA. His prior experience includes roles at Bryn Mawr Trust Advisors, Charles Schwab, UBS Financial Services, and JP Morgan Chase Bank. 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, offering a range of customization options and tax-aware features.

Adam Strodel is a CFP® with 19 years of industry experience and has worked at The Vanguard Group since 2008. He is based in Malvern, PA, and holds a Series 63 license. Vanguard Advisers offers both 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 primarily constructed from Vanguard funds and ETFs, serving a large client base through its digital platform and extensive advisor team.

Elizabeth Garnto is a financial advisor with Vanguard Advisers, holding Series 63, 65, and 66 credentials and 22 years of industry experience. She previously worked at Beirne Wealth Consulting Services, LLC for eight years before joining The Vanguard Group, Inc. in 2022. 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 approach with personalized asset allocations and offers a range of customizable portfolios constructed primarily from Vanguard funds and ETFs.

Hannah Collins is a financial advisor with Vanguard Advisers, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard, she worked at Raymour & Flanigan for five years and has held positions in various other organizations, including The Devereux Foundation and Ferrells Classic Inc. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary models to tailor asset allocations, primarily using Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor support.

Mindi Marisa is a CFP®-credentialed financial advisor with Vanguard Advisers, based in Malvern, PA, and has 23 years of industry experience. She has been with The Vanguard Group since 2015. Outside of her advisory role, she teaches dance at Kicks Academy of Dance. Vanguard Advisers provides automated and human-supported investment advice, serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering various customization options and managing a large client base through its digital platform and advisory team.

Elias Gazda is a Series 66-licensed financial advisor with Vanguard Advisers, where he has worked since 2023. He has three years of industry experience and previously held roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of his advisory work, Gazda has worked as a delivery driver for DoorDash. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios built mainly from Vanguard funds and ETFs, supported by a large team of advisors managing a high volume of client relationships.

Bradford Alliger Sr. is a financial advisor with Raymond James Financial in Exton, PA, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Raymond James since 2016 and previously spent four years with Wells Fargo Advisors. Outside of his advisory role, he is a partner in ABE LLC, a business focused on creating and designing promotional displays for branding purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.