Shaun Small is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Small is also involved in managing Essential Ally Capital Management, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm uses proprietary research and planning tools to develop personalized recommendations, with an offering that includes both brokerage and advisory programs.

Francis Dielsi is a financial advisor at Vanguard Advisers with 20 years of industry experience. He has worked at The Vanguard Group, Inc. since 2005. Outside of his advisory role, he serves as a limited agent for family-related investment matters. Vanguard Advisers provides 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’s approach is goal-based and algorithm-driven, utilizing proprietary methodologies to create personalized portfolios largely composed of Vanguard funds and ETFs.

Raj Rawal is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 credentials and bringing 10 years of industry experience. In addition to his advisory role, he is engaged in various non-investment activities including caregiving at a home healthcare service, e-commerce sales, working as an events emcee, and providing transportation services. Vanguard Advisers offers automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily Vanguard funds and ETFs, serving a large client base through a digital platform combined with advisor support.

Christopher Bruder is a financial advisor with LPL Financial, holding a Series 66 credential and 23 years of industry experience. He has been with LPL Financial since 2006. Bruder also operates under the DBA The Bruder Investment Group and provides non-variable life insurance policies for clients as part of his business activities. 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 advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research services.

Calvin Thomas is a Financial Advisor at Merrill Lynch Wealth Management, where he dedicates his work to helping clients achieve their financial goals through personalized financial strategies. He collaborates closely with clients to understand their full financial picture and develop flexible wealth management plans that adapt to changing market conditions. His approach includes providing access to investment insights from Merrill and banking and lending solutions through Bank of America. Calvin's expertise encompasses family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He assists clients in defining their goals and choosing portfolio strategies designed to reach them, offering ongoing advice and adjustment as their situations evolve. He holds the Professional Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the University of Delaware. Outside of his professional work, Calvin has interests in adventure sports, football, hiking, hunting, running, skiing, soccer, spending time with his family, traveling, and watching movies.

Benjamin Mcclung is a financial advisor with Vanguard Advisers holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes positions at Grubhub and Origlio Beverage. He is currently employed by The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. 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 portfolios constructed primarily from Vanguard funds and ETFs, offering customization options such as ESG and tax-aware strategies.

Jonathan Woolley is a financial advisor at Vanguard Advisers with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services. Outside of his advisory role, he owns Liberty Trailer Rentals, LLC, a trailer rental business based in Phoenixville, PA. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios mainly composed of Vanguard funds and ETFs, offering a broad range of customization options and managing a large number of client relationships through its digital platform and advisory team.

Brandon Skupski is a financial advisor at LPL Financial with 18 years of industry experience and a Series 66 designation. His prior work includes roles at J Alden Associates, Alden Capital Management, Triad Hybrid Solutions, Triad Advisors, and Wells Fargo Clearing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and various technology-driven solutions.

James Massengill is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His long tenure includes over three decades with The Vanguard Group, Inc. He has also held positions in education at Kutztown University, Reading Area Community College, and Pottstown Senior High School. Outside of his advisory role, he is a landlord and owner of rental properties. 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 investment approach using proprietary models and primarily invests in Vanguard funds and ETFs, offering a broad range of customization options.

Jonathan Wood is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Exton, Pennsylvania office. He is part of The Wood Cain Group, a team with over 92 years of Wealth Management and Financial Services experience, focusing on serving a select group of successful families and businesses. The team bases its planning relationships on clients' financial needs, objectives, time horizons, and risk tolerance, aiming to assist in wealth accumulation, preservation, and transfer strategies. Jonathan's expertise includes areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. The team's process incorporates asset allocation, liability management, tax minimization strategies, and asset preservation. He holds a Bachelor's Degree from Pennsylvania State University and a High School Diploma from Ridgewood High School. Jonathan is also a member of the Pennsylvania State University Alumni Association.

Raquel Ward is a financial advisor at Vanguard Advisers with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including JPMorgan Chase Bank, Fidelity Brokerage Services, and has been with Vanguard since 2022. 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 using proprietary models and offers portfolios primarily composed of Vanguard funds and ETFs with various customization options.

Michael Mc Callister is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with Vanguard since 2015 in various roles, including Vanguard Marketing Corporation and The Vanguard Group, and has worked as a self-employed advisor intermittently since 2021. Mc Callister acts as a limited agent for immediate family members in an investment-related fiduciary capacity. Vanguard Advisers offers automated and human-supported investment advice through its Digital Advisor 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 and portfolio construction, leveraging Vanguard funds and ETFs with features such as tax-awareness and customizable options.

John Mc Quarrie is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2018. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis methods.

Randal De Fillippis is a financial advisor at LPL Financial with 13 years of industry experience and a Series 66 designation. He has previously worked with Denise Sattherthwaite and Waddell & Reed, Inc., and has experience in insurance sales through various carriers connected to W&R insurance agencies. 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 financial planning and advisory programs, including model portfolios and retirement plan consulting, and utilizes research from LPL Research and third-party subadvisors.

Rebecca Dauterive is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at The Vanguard Group and The Institutes. Outside of her advisory role, she has experience working in the hospitality industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Robert Mcdevitt is a CFP®-designated financial advisor with 21 years of industry experience. He has been with The Vanguard Group since 2018 and previously worked at Continental Packaging. He is based in Malvern, PA. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. 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.

Lei Knopp is a financial advisor with Merrill in Exton, Pennsylvania, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill Lynch since 1995. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Colin Baker is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and two years of industry experience. His background includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as positions outside the financial industry. 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 constructs portfolios from Vanguard funds and ETFs.

Michael Continelli is a CFP® professional with 35 years of industry experience, currently serving at Charles Schwab in Wayne, PA. He has been with Charles Schwab and its affiliated bank since 2012. Outside of his advisory role, he is a board member of Musicopia, a nonprofit supporting underfunded grade school music programs through financial and educational assistance. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by integrated custody, brokerage, and advisory services.

Hannah Cresswell is a financial advisor at Vanguard Advisers with one year of industry experience. She holds the Series 66 designation and has prior work experience including roles at Nordstrom, Inc. and involvement with Moe Joe Coffee Company. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans by providing automated and human-supported investment advice through its digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary models to construct portfolios primarily from Vanguard funds and ETFs, offering various customization options and tax-aware features.