Bryan Orris is a CFP® with 33 years of industry experience currently serving as a financial advisor at Vanguard Advisers since 2016. He has been associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 1997. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm combines a goal-based, algorithm-driven approach with personalized asset allocation strategies primarily using Vanguard funds and ETFs, managing a large client base through a high client-per-advisor ratio enabled by its digital platform.

Ronald Huang is a Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. He has been serving successful individuals and families since 2011. Ronald focuses on creating comprehensive wealth management strategies tailored to high-net-worth individuals, families, and business owners, aiming to simplify the complexities of holistic financial planning and help clients achieve their long-term financial goals. Ronald holds the Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) designations. Before joining Merrill, he worked as a Mandarin-speaking advisor at HSBC Bank, where he served international Chinese clients. He earned a Bachelor's degree in Finance from The Fox School of Business at Temple University. He lives in Philadelphia with his wife, Paige, and their children, Devon and Logan. Ronald is proficient in English and Mandarin and focuses on connecting all aspects of his clients' financial lives to help them prioritize and pursue their goals.

Domenico Martorana is a financial advisor at Vanguard Advisers with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple entities within The Vanguard Group since 2023. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach and constructs portfolios mainly from Vanguard funds and ETFs with options for tax-aware features and customization.

Jane Kuntz is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2023. Prior to joining Morgan Stanley, she held positions at the University of Pennsylvania, Drexel University, and GlobalData Plc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Alex Lamperti is a financial advisor at Merrill with 26 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 1998, alongside Bank of America, where he has been employed since 2015. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Previti is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including The Prudential Insurance Company of America and Northwestern Mutual. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing advisory and brokerage services through a platform that integrates model portfolios, third-party asset management, and a range of financial products.

James Mcdonald is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at BB and T Bank and Wayne Moving and Storage. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach and manages portfolios primarily composed of Vanguard funds and ETFs.

David Churnetski is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked exclusively with The Vanguard Group since 2021. Outside of his advisory role, he is a referral real estate agent with Metro Referral Associates. 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 and manages portfolios mainly through Vanguard funds and ETFs, offering a range of customization options and serving a large client base with a combination of digital platforms and advisor support.

Jeffrey Patterson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He takes a detailed and analytical approach to investing, servicing, and planning for his clients, focusing on offering a comprehensive approach to managing wealth. Jeffrey begins by getting to know his clients, their families, financial situations, and priorities to create customized wealth management strategies that adapt as clients' needs and market conditions change. His expertise includes areas such as divorce transition planning, education planning, employee benefits planning, executive compensation, equity compensation services, personal retirement planning, portfolio management services, special needs planning strategies, individual and corporate investment strategy, and retirement income. Jeffrey provides access to the investment insights of Merrill and the banking convenience of Bank of America to address various aspects of his clients' financial lives. Jeffrey holds a High School Diploma from Seneca High School and attended the University of Delaware without earning a degree. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Jeffrey enjoys chess, golfing, spending time with his family, tennis, and woodworking. He is also involved in community volunteering, reflecting the Merrill tradition of participation in the communities they serve.

Michael Ghelardi is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and over 12 years of industry experience. He has been with Thrivent and its related entities since 2013. Outside of his advisory role, he serves as Treasurer for the Havertown Ministerium and teaches an undergraduate finance course at Temple University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial analyses without discretionary trading authority, and offers the option to combine planning with managed accounts through its WealthPlan program.

Brian Haggenmiller is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 designations and bringing 30 years of industry experience. He has been with Vanguard marketing Corporation and The Vanguard Group, Inc. since 1996, joining Vanguard Advisers in 2025. Vanguard Advisers provides both 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 with portfolios mainly composed of Vanguard funds and ETFs, supported by a large team of advisors and an automated platform.

Brian Carickhoff is a Wealth Management Advisor with extensive experience in financial planning and investment strategies. He has been serving clients since 2005, first at Morgan Stanley for eight years and then at Merrill Lynch Wealth Management. Brian holds several professional certifications including Accredited Domestic Partnership Advisor (ADPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). With a background as an Indirect Fire Infantryman in the U.S. Army, Brian's approach is disciplined and fact-based, emphasizing risk management and achieving client-defined financial outcomes. He specializes in areas such as College Education Planning, Family Wealth Management Strategies, LGBT Wealth Planning, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, Women and Wealth, and Retirement Income. Brian's work focuses on building strong relationships, fostering open communication, and guiding clients through life transitions. Brian holds a Bachelor's degree from West Chester University. He is actively involved in his community and professional organizations including the Association of the United States Army, National Military Family Association, Veterans of Foreign Wars, and St Maximilian Church. In 2018, he founded Operation Honor Guard, a nonprofit dedicated to honoring fallen soldiers by maintaining their headstones. He also participates in local youth sports associations and values spending time with his wife and three children, enjoying activities like camping, golfing, and soccer.

David Viola is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting a net-worth threshold.

Cory Chinnici is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. He has worked at The Vanguard Group, Inc. since 2016. 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 to develop personalized asset allocations primarily through Vanguard funds and ETFs, combining digital delivery with a team servicing model to manage a large client base.

John Durkan is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 42 years of industry experience. He previously worked for Boenning & Scattergood Inc. for 11 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Daniel Shaw is a CFP® with nine years of experience in the financial industry, currently serving as an advisor at Vanguard Advisers. He has worked at The Vanguard Group since 2017 and has prior experience in hospitality and education sectors. Shaw's background includes roles at Liberty Union Bar and Grill, Liberty Union, The Eagle Tavern, and the University of South Carolina. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, using proprietary models to create personalized asset allocations mainly through Vanguard funds and ETFs.

Jared Marshall is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been advising since 2012. He specializes in working with high-net-worth clients and servicing business retirement plans. Jared also serves as the point of contact for corporate retirement plans and works collaboratively as a leader within the Business Owners Advisor Network. Jared holds several professional designations, including the CERTIFIED FINANCIAL PLANNER™ certification, Certified 401(k) Professional® (C(k)P®), and Certified Plan Fiduciary Advisor® (CPFA). He is a qualified Portfolio Advisor and supports clients by recommending tailored investment strategies involving Merrill or approved third-party managers. Jared earned his bachelor's degree from the Smeal College of Business at Penn State University. Outside of his professional role, Jared volunteers with Home At Last Dog Rescue, an organization focused on rescuing homeless and owner-surrendered dogs. He resides in Harleysville with his fiancé and their two dogs.

Alexander Hunt is a financial advisor at Vanguard Advisers in Malvern, PA, holding a Series 66 designation with nine years of industry experience. He has worked at The Vanguard Group since 2017 and was previously with AXA Advisors for one year. Vanguard Advisers serves retail investors and eligible employer-sponsored retirement plan participants through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations primarily constructed from Vanguard funds and ETFs.

Brian Slater is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Condor Capital Wealth Management and Edward Jones. Outside of his primary advisory role, he has served as a financial planning assistant at Harmony Wealth Management. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that incorporates Vanguard funds and tax-aware portfolio features.

Connor Phelan is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior roles include positions at The Vanguard Group, Vanguard Marketing Corporation, Iron Hill Brewery, Amtrak, and other firms. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to set personalized asset allocations, primarily constructing portfolios from Vanguard funds and ETFs with various tax-aware and customization features.