Alec Hayden is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Lighthouse Planning Consultants and has a background that includes time at Temple University and involvement with Tavistock Country Club. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively with LPL-sponsored programs and other endorsed platforms.

Christopher Haley is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 65 and Series 66 credentials and one year of industry experience. His previous roles include positions at Florida Financial Advisors and Accenture, as well as legal experience at Schnader Harrison Segal & Lewis. 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 combines goal-based, algorithm-driven portfolio construction with a range of customization options, managing a large client base through a high client-to-advisor ratio.

Thomas Cuffari is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Axa Advisors, LLC, Towne Park Ltd., Marywood University, and the U.S. Soccer Federation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Randy Pludo is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, having previously worked at Wells Fargo Bank and Wells Fargo Advisors. Outside of his advisory role, he is a content creator focused on healthy sustainable lifestyles. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s approach is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Victor Altadonna is a Financial Advisor and partner of a wealth management group in the Philadelphia area, where he works with affluent individuals and families to address their financial goals and streamline their wealth management services. He provides guidance in areas including tax, estate, and education planning, with a focus on helping clients preserve and grow their wealth. Victor's areas of expertise include family wealth management strategies, institutional and corporate benefit services, portfolio management services, small business strategies, and individual and corporate investment strategy. Victor holds a Bachelor of Science degree from Pennsylvania State University and has earned several professional designations, including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Accredited Wealth Management Advisor (AWMA), and Personal Investment Advisor (PIA). He is committed to ongoing professional education to stay informed about market changes and new opportunities for his clients. His approach emphasizes personalized financial strategies tailored to individual goals. Outside of his professional work, Victor is involved with the Ed Snider Youth Hockey & Education program and enjoys spending time with his wife Jamie and son Dominic. His personal interests include fishing, golfing, hiking, and scuba diving.

Brian Skahill is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at The Vanguard Group and TD Bank. Outside of financial services, he works as a delivery driver for Chick-fil-A. 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 personalized asset allocations primarily comprised of Vanguard funds and ETFs.

Zachary Miles is a financial advisor at Vanguard Advisers with Series 66 registration and currently has one year of industry experience. His prior roles include positions at SEI Investments Company and involvement with the PA Rebels Baseball Academy. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodology and Vanguard funds to set personalized asset allocations.

Justin Schwenk is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Vanguard MARKETING CORPORATION, The Vanguard Group, Customers Bank, and East Coast Dehydrators. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm's goal-based, algorithm-driven approach uses proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs, supported by a large team that manages a high volume of client relationships.

Steven Sanson is a financial advisor with Cambridge Investment Research Advisors in Harleysville, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has worked with Cambridge and affiliated firms since 2010. Outside of his advisory work, Sanson is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charities, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and custody arrangements.

Robert Creamer is a financial advisor with Vanguard Advisers, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His work history includes roles at Wells Fargo Clearing, Key Investment Services, and Citizens Bank before joining Vanguard in 2018. Outside of his advisory duties, he is a landlord and owner of a rental property in Philadelphia. 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 methodologies to tailor asset allocations, primarily utilizing Vanguard funds and ETFs with tax-aware features and customization options.

Ryan Waddell is a CFP® with 14 years of industry experience and has been with The Vanguard Group, Inc. since 2015. He holds Series 66 and Series 63 licenses and is based in Malvern, PA. 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 and constructs portfolios primarily from Vanguard funds and ETFs, providing a range of customization options.

Robert Angeline is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Judith Martinez is a financial advisor at Vanguard Advisers with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Vanguard entities since 1995. She is based in Malvern, PA. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to portfolio construction, leveraging Vanguard funds and ETFs alongside tax-aware strategies and customization options.

Beatriz Gomez is a financial advisor with Merrill in Wayne, PA, holding a Series 66 designation and six years of industry experience. She has been with Merrill since 2001 and worked at Bank of America, N.A. since 2021. 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.

Brenden Schlotzhauer is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His background includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as experience outside the financial industry in various service and manufacturing positions. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, combining proprietary algorithm-driven portfolio construction with a focus on Vanguard funds and ETFs. The firm manages a large client base using a scalable digital platform complemented by a team servicing model.

Luke Childs is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, The Vanguard Group, and Financial Voyages, LLC. 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 a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Timothy Pippet is a financial advisor at RBC Capital Markets with 20 years of industry experience. He has held positions at J.P. Morgan Securities Inc. and City National Securities prior to joining RBC. He holds Series 63 and Series 65 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and integrates discretionary and non-discretionary portfolio management with options for tax management and responsible investing.

Brandon Ross is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at The Vanguard Group since 2018 and previously held positions at Wells Fargo Clearing, Wells Fargo Bank, Bank of America, and Merrill. Outside of his advisory role, he owns a rental property in Philadelphia. 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 and primarily constructs portfolios from Vanguard funds and ETFs, offering a variety of customization options and serving a broad client base through its large advisor team and digital platform.

Carmen Sinker is a financial advisor with Vanguard Advisers in Malvern, PA, holding a Series 66 credential. They have been with Vanguard Advisers and affiliated Vanguard entities since 2026. Prior to this, Carmen has work experience across several industries and roles, including positions at Bucknell University and the Pennsylvania Liquor Control Board. 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 approach using proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs with various tax-aware and customization features.

Shanee Abbott is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 66 and Series 63 licenses and having three years of industry experience. She has worked at The Vanguard Group and Vanguard Marketing Corporation since 2022, following prior roles at Mutual of Omaha and Wells Fargo Bank. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to set personalized asset allocations and manages portfolios largely composed of Vanguard funds and ETFs.