Michael Nagle is a financial advisor with RBC Capital Markets in Chadds Ford, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining RBC in 2009, he worked at UBS Financial Services for seven years and Pershing LLC for one year. He serves as an elected official of the Conestoga High School Lacrosse Booster Club and is the vice president on the board of directors for the Leopard Lakes Farm/Home Owners association. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing both discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

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.

William Fagan Jr. is a financial advisor with OSAIC in Downingtown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior firms include Lincoln Financial Advisors Corporation and Wells Fargo Clearing. Outside of his advisory role, he is also an insurance agent offering accident and health insurance, disability insurance, annuities, health savings accounts, and life insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering a range of strategies and third-party manager options supported by extensive technology and due diligence.

Urszula Dabrowski is a CFP® with 18 years of industry experience and has been with The Vanguard Group, Inc. since 2016. She is based in Malvern, PA, and holds the Series 63 designation. Vanguard Advisers provides both 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 largely composed of Vanguard funds and ETFs, leveraging its scale and digital platform to serve hundreds of thousands of clients.

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.

Isaiah Gibson is a Financial Consultant at Fidelity, a role he has held since 2025. He has been engaged in the financial services industry since 2018, with experience at both Fidelity and Vanguard. His previous positions include Investment Consultant at Fidelity Investments from 2023 to 2025, Financial Advisor at Vanguard from 2021 to 2023, Portfolio Implementation Associate at Vanguard from 2019 to 2021, and Brokerage Investment Professional at Vanguard from 2018 to 2019. Isaiah focuses on building client relationships based on trust, transparency, and shared purpose. He collaborates closely with clients to understand their unique goals and values, assisting in the development of financial plans aimed at growing, protecting, and preserving wealth across generations. His approach combines clear guidance with disciplined strategy, supporting clients through various stages of their financial journeys. Outside of his professional responsibilities, Isaiah has interests in concerts, fitness, football, traveling, and volunteering.

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 at Vanguard Advisers with 22 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Beirne Wealth Consulting Services, Stifel, and Ryan Beck & Co. She maintains a Life and Health Insurance license, though it is inactive. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through automated and human-supported investment advice, using a goal-based and algorithm-driven approach to create personalized portfolios primarily constructed 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® professional with 24 years of industry experience, currently serving at Vanguard Advisers. She has been with The Vanguard Group since 2015. Outside of her advisory work, she teaches dance at Kicks Academy of Dance. Vanguard Advisers provides both automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with portfolios largely constructed from Vanguard funds and ETFs, emphasizing scale and digital delivery.

Elias Gazda is a Series 66 licensed financial advisor with Vanguard Advisers, where he has worked since 2023. He has four years of industry experience, including roles at Vanguard Marketing Corporation and The Vanguard Group. Outside of his advisory work, he 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 employer-sponsored retirement plan participants. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to construct diversified portfolios primarily from Vanguard funds and ETFs.