Summer Blanchard is a financial advisor at Merrill with 17 years of industry experience. She has been with Merrill since 2008 and holds a Series 66 designation. 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.

Jeremy Laster is a CFP® with 18 years of experience, currently affiliated with Vanguard Advisers. He has worked at The Vanguard Group, Inc. since 2007 and is the owner of Jeremy Laster Landscaping, a landscaping business he has operated since 2017. Vanguard Advisers provides both automated and human-supported investment advice, serving retail investors and participants in employer-sponsored retirement plans. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized asset allocations primarily through Vanguard funds and ETFs.

Alain St. Hilaire is a CFP® with five years of experience, currently serving as a financial advisor at Vanguard Advisers. He previously worked at Wells Fargo for 15 years and has been affiliated with several Vanguard entities since 2021. He also served with the Valley Forge Minutemen from 2022 to 2024. 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 with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a digital platform supported by a team of over 2,200 advisors.

Darian David is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Schwab Wealth Advisory, Charles Schwab & Co., Citadel Credit Union, and KPMG LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Jack Lee is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial priorities and develop strategies tailored to pursue their short-, mid-, and long-term goals. His role includes providing advice on a range of topics such as general investing, retirement planning, and saving for unexpected expenses. Jack also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jack holds a Bachelor's Degree from George Washington University. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Through ongoing discussions with clients, he offers guidance and advice that adapts as their financial needs evolve.

Francis Sciecinski Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 32 years of industry experience. He worked at Raymond James & Associates for 11 years before joining LPL Financial in 2009. Since then, he has operated under the DBA Sciecinski Wealth Management in West Chester, PA. 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 financial planning and asset management services, combining advisory platforms with non-advisory financial activities and oversight of over $819 billion in discretionary assets.

Brett Rosenthal is a financial advisor with Merrill in Wayne, PA, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He worked at BNY Mellon for four years before joining Merrill in 2017. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nathan Hansen is a financial advisor with Vanguard Advisers in Malvern, PA. He holds Series 66 and Series 63 licenses and has three years of industry experience. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., Deacom, Alphabroder, and Morgan Stanley. 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 create personalized portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through a digital platform combined with human advisory support.

Gerad Thorell is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. He has worked at firms including Global Retirement Partners, LLC, Private Advisor Group, LLC, and New England Securities. Thorell also provides investment advisory services through Global Retirement Partners, an independent registered investment advisor. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

AJ Mason is an Investment Consultant at Fidelity Investments, a position held since 2025. In this role, AJ helps clients identify, organize, and prioritize their financial goals, employing a disciplined approach to goals-based planning. This method enables AJ to partner with clients to determine appropriate investment strategies tailored to their unique objectives. AJ also advocates for clients by directing them to key resources and monitoring their financial plans to ensure they remain on track. Prior to the current role, AJ served as a Planning Consultant at Fidelity Investments from 2023 to 2025. AJ's financial services experience includes positions as a Financial Planner at Prudential Financial in 2023, Private Client Financial Advisor at Citizens Securities, Inc. from 2022 to 2023, Vice President Financial Consultant at Charles Schwab & Co., Inc. from 2018 to 2022, and High Net Worth Sales Consultant at The Vanguard Group from 2007 to 2018. Outside of professional work, AJ has personal interests that include baseball, family activities, golf, playing musical instruments, movies, and traveling.

Aston White is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has served as an assistant wrestling coach at Rustin High School since 2017. 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 proprietary methodologies and a wide range of customization options.

Syed Ali is a CFP® professional with 21 years of industry experience, currently serving at Vanguard Advisers in Malvern, PA. He has been with The Vanguard Group, Inc. since 2011 and has been self-employed since 2019. Outside of his advisory role, he works as a contract driver for Uber. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios largely composed of Vanguard funds and ETFs.

Connor Mcguire is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at The Vanguard Group since 2019 and has prior experience in various roles including at West Chester University and Giant Food Stores. Vanguard Advisers offers a combination of automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to construct portfolios mainly from Vanguard funds and ETFs, managing a high volume of client relationships through its digital delivery platform.

Laurie Meade is a CFP® with 10 years of industry experience, currently working at Vanguard Advisers. Her background includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., where she has been employed since 2017. She previously worked at Robert Half and Target. Vanguard Advisers offers automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios largely composed of Vanguard funds and ETFs, combining digital delivery with personalized asset allocation.

Hope Gerban is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2017. Prior to this, she held roles at organizations including the American Red Cross and Haverford Area YMCA. Outside of her advisory work, she leads weight loss classes for Weight Watchers of Philadelphia. Vanguard Advisers provides automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and constructs portfolios mainly from Vanguard funds and ETFs, offering a broad range of customization options.

Michael Dimenna is a financial advisor with Morgan Stanley in Berwyn, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Citigroup Global Markets from 2001 to 2009 and with Morgan Stanley since 2009, including the Private Bank since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual engagements and corporate financial planning agreements.

Daniel Rubin is a financial advisor at Vanguard Advisers with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2006. Vanguard Advisers offers 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’s investment approach is goal-based and algorithm-driven, utilizing proprietary methodologies to create personalized asset allocations mainly composed of Vanguard funds and ETFs.

Kristen Taylor is a CFP®-credentialed financial advisor with 13 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She previously worked at Ic Advisory Services Inc and The Investment Center Inc for over a decade. Taylor is also involved in education, serving as a teacher and author in the West Chester area. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple investment platforms.

Praveen Chelli is a financial advisor with Vanguard Advisers based in Malvern, PA, holding Series 63 and Series 66 certifications and bringing 16 years of industry experience. He has been with Vanguard Advisers since 2020 and has worked with related Vanguard entities since 2000. Outside of his advisory role, he is involved in blogging and has a sales position in a separate self-employed business. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models and offers customizable portfolios mainly composed of Vanguard funds and ETFs, supported by a large advisor team servicing a broad client base.

Nicholas Simone is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and eight years of industry experience. He has been with The Vanguard Group since 2018 and previously worked at Ranstad and Visual Innovations. 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 to create personalized asset allocations, managing a large client base through a combination of digital platforms and advisory teams.