Peter Gaunt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and having 16 years of industry experience. His previous experience includes roles at PNC Investments, Citizens Securities, and Wells Fargo. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides both proprietary and third-party model strategies and supports varied implementation approaches tailored to client objectives.

Donald Cornagie is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network since 2012. Outside of his advisory role, he serves as an executor for estates and trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Daniel Scott is a financial advisor at Vanguard Advisers with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Vanguard firms since 2012, including Vanguard Advisers since 2020. 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 portfolios primarily constructed from Vanguard funds and ETFs, offering a range of customization options and managing hundreds of thousands of client relationships through a combination of digital platforms and advisor support.

Jeremy Beil is a financial advisor at Vanguard Advisers with 23 years of industry experience. He has worked with Vanguard Advisers since 2006 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. He holds Series 65 and Series 66 licenses. 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 portfolios constructed mostly from Vanguard funds and ETFs, and manages a large number of client relationships through a combination of digital platforms and a broad advisor team.

Johnanthony Fiorilli Jr. is a financial advisor at Vanguard Advisers with six years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at BASF Corporation. Outside of finance, he serves as a soccer referee with the United States Soccer Federation and the National Intercollegiate Soccer Officials Association, officiating games in Southeast Pennsylvania. He also works as a remote classroom moderator for Distance CME, supporting EMS continuing education. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that employs proprietary models and largely invests in Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing hundreds of thousands of client relationships with over 2,200 advisors.

Sagar Mainali is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2019, following earlier work at Wells Fargo Bank. Outside of his advisory role, he is involved in home healthcare and caregiving services through several local ventures, including Orchid Home Health Services and Dreamers Home Care LLC, as well as part-ownership of a trucking and freight business. Wells Fargo Clearing provides retirement plan consulting to ERISA-qualified and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Craig Gower Jr. is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2017. He has prior experience with United Parcel Service Co. and serves as an officer in the Army National Guard. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that utilizes proprietary glide-path methodology and Vanguard funds and ETFs.

Daniel Levin is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and operated Handsome Dan's LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a range of portfolio management styles and affiliated research, with planning relationships that are generally non-discretionary.

Thomas Quay Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 30 years of industry experience. His prior roles include positions at Metlife Securities Inc. and MassMutual Life Insurance Co. Outside of finance, he has pursued acting, auditioning for various roles since 2021. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools and structured planning engagements.

John Strohman is a CFA® charterholder with 27 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, JCS Advisory, and Madison Square Investors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader set of financial products such as insurance-related vehicles and bank deposit sweep options.

Rijo Reji is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at American Heritage Credit Union and CVS Pharmacy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research support.

Kevin Hatten is a financial advisor with Vanguard Advisers, holding a Series 66 designation and three years of industry experience. He has been with The Vanguard Group since 2022 and has prior experience that includes roles outside finance, such as working with Siemens Healthineers and involvement in the hospitality sector. Additionally, he is an author of books about artificial intelligence. 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 and manages portfolios mainly composed of Vanguard funds and ETFs, serving a large client base through a combination of digital platforms and advisory teams.

Jeff Gerhards is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with The Vanguard Group, Inc. since 2008. Outside of his advisory role, he serves as an authorized agent on multiple family members’ accounts. 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 methodologies to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Mahfuz Hassan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Since 2018, he has also been a landlord of a rental property in Lansdale, Pennsylvania. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services based on an IPS-driven process grounded in modern portfolio theory. The firm includes a broad range of financial products in its investment menus, such as insurance-related vehicles and bank deposit sweep options.

Sunil Handa is a CFP®-designated financial advisor with Vanguard Advisers, based in Malvern, PA, bringing 15 years of industry experience. His prior roles include positions at H&R Block, Equitable Advisors, and PFS Investments. Outside of financial advising, he is involved in supply chain consulting with Sigma Corporation and works as a tax preparer. Vanguard Advisers offers 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 uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a high client-per-advisor ratio due to its scalable digital platform.

Ryan Moran is a Financial Advisor and Team Financial Advisor with The Moran Toth Group at Merrill Lynch Wealth Management. He provides personalized service to clients, drawing on the resources of Merrill and the expertise of his specialized team. Ryan focuses on connecting clients with plans and processes suited to their unique ambitions. His areas of client focus include education planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. Ryan holds a Bachelor's Degree from DePaul University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He implements a personalized approach that considers clients' perspectives and priorities, aiming to simplify and bring transparency to the complexities of investing and wealth planning. Outside of his professional work, Ryan enjoys photography, spending time with his family, traveling, and practicing yoga.

John Abella is a financial advisor at Vanguard Advisers with 10 years of industry experience. He has worked at The Vanguard Group, Inc. since 2016 and holds Series 63 and Series 65 designations. Vanguard Advisers offers 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 investment approach to create personalized portfolios mainly composed of Vanguard funds and ETFs.

George Kyriazis is a CFP®-certified financial advisor with Vanguard Advisers, where he has worked since 2025. He has four years of industry experience and has held roles with The Vanguard Group, Vanguard Marketing Corporation, and as a self-employed e-commerce business owner. Kyriazis also owned a business selling toilet paper and has been involved in property management and real estate investment. 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 using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Ryan Stoner is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with The Vanguard Group since 2012 and works as a caddie at Applebrook Golf Club. Vanguard Advisers provides 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 proprietary methodologies and offers a range of customized portfolio options primarily constructed from Vanguard funds and ETFs.

Daniele Madanat is a financial advisor at Vanguard Advisers with 15 years of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining Vanguard in 2026, she worked at JP Morgan Chase & Co. for 17 years and taught at Eastern University from 2022 to 2023. Vanguard Advisers provides 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 to portfolio management, emphasizing personalized asset allocations primarily constructed from Vanguard funds and ETFs.