Kaitlyn Canal is a financial advisor with Vanguard Advisers, holding a Series 66 designation and currently based in Malvern, PA. She has approximately one year of industry experience, including prior roles at UBS Financial Services and various positions in education and management. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a scalable digital platform and a team servicing model.

Juan Magana is a CFP® with 12 years of industry experience and is currently an advisor at Vanguard Advisers. He has worked at The Vanguard Group, Inc. since 2013, with a brief tenure at Fidelity Brokerage Services LLC from 2019 to 2020. Outside of his financial advisory role, Magana serves on the finance committee board of The Garage Community & Youth Center, a nonprofit youth development program. Vanguard Advisers delivers 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 methodologies and focuses on portfolios built mainly from Vanguard funds and ETFs, offering a range of customization options.

Stanislav Alemaskin is a financial advisor with Vanguard Advisers and holds a Series 66 designation. He has four years of industry experience, including roles at Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation since 2021, and prior experience at Truist Financial. Alemaskin has also been involved in entrepreneurial activities outside finance, having operated Scavenger Cycles LLC for four years. 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 and manages portfolios primarily with Vanguard funds and ETFs, combining digital delivery at scale with personalized asset allocation strategies.

Ronald Centofanti is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for 29 years. His background also includes a role as an independent real estate contractor with Keller Williams Realty Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Sean O'Hara is a financial advisor at Vanguard Advisers with 13 years of industry experience. He holds Series 63 and Series 65 designations and is based in Malvern, PA. Outside of his advisory role, he has been contracted with DoorDash for food and grocery delivery. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, focusing on retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach that uses proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Benjamin Snyder is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at New York Life Insurance Company and Northwestern Mutual in various capacities. Snyder also has a long tenure with Robin Ford Inc spanning nearly two decades. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across multiple financial topics. The firm’s approach separates planning from implementation and managed accounts, emphasizing ongoing review without discretionary trading authority for its planning service.

Daniel Maltby is a financial advisor with Primerica Advisors in Paoli, PA, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He previously worked at Credit Suisse from 2007 to 2024 before joining Primerica. Outside of advisory work, he is involved with Clarendon Partners as a project employee and participates in referral activities related to home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses an operational model centered on tiered wrap fees.

Benjamin Harrison is a financial advisor with Vanguard Advisers in Malvern, PA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including roles at Vanguard Marketing Corporation and The Vanguard Group since 2016. 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 using proprietary methodologies and primarily builds portfolios with Vanguard funds and ETFs.

Nicholas Porretta is a financial advisor with LPL Financial in King of Prussia, PA, holding CFP®, Series 65, and Series 63 credentials and six years of industry experience. His prior roles include work at Meridean Wealth Partners, Claire Reid Advisory, and T3 Trading Group, as well as managing Porretta Holdings, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting services supported by proprietary and third-party research and investment strategies.

Shawn Berwager is a financial advisor with Equitable Advisors in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC. He also operates a business under the name A.P. LUBRANO & COMPANY, INC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by 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, offering both advisory and brokerage channels to meet diverse client needs.

Curtis Nelson is a financial advisor with Morgan Stanley in Berwyn, PA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Matthew Stouch is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Vanguard Advisers, where he has worked since 2018. He also holds roles within The Vanguard Group, Inc. and Vanguard Marketing Corporation, both since 2015. 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 approach using proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Bryan Baiocchi is a financial advisor at Vanguard Advisers with 20 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Hartford Funds Distributors, LLC, iPipeline Inc., O’Shares Investments, and M.S. Howells & Co. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that incorporates proprietary models and primarily Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing a large number of client relationships with a combination of technology and advisory teams.

Thomas Burke is a financial advisor with Vanguard Advisers holding a Series 66 designation and one year of industry experience. He has worked at multiple entities affiliated with Vanguard since 2025 and previously held positions at NYLIFE Securities LLC and New York Life Insurance Company. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized asset allocations, primarily using Vanguard funds and ETFs, and operates at scale through a digital delivery platform supported by more than 2,200 advisors.

Logan Brockway is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and has two years of industry experience. He has been with Thrivent and its affiliated entities since 2023. Prior to his financial advisory career, he worked at West Chester University and the Dallastown Area School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach includes holistic, goal-based analyses and offers clients the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan,” while keeping planning and account management separate.

Timothy Rose Jr. is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Vanguard Advisers and affiliated Vanguard entities since 2019. 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 large-scale client relationships through a combination of digital platforms and advisor teams.

Tyler Beck is a CFP® with 12 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has worked at Alliger Financial and Alliger Capital Management LLC since 2018. Prior to that, he held positions at Ameritas Investment Corp. and Walsh & Nicholson Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting supported by risk profiling and analytical tools, and maintains specialized advisory programs such as municipal and SIMPLE IRA Employer Advisory services.

Marybeth Becker is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with The Vanguard Group since 2016. Vanguard Advisers delivers 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 asset allocations, primarily utilizing Vanguard funds and ETFs.

Amie Wanner is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She worked for over two decades at Boscov's Department Stores before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. 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 research and model portfolios.

Joseph Amalfitano is a financial advisor with Raymond James Financial in Exton, PA, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Raymond James Financial and its related entities since 2008. Amalfitano is also the owner of Amalfitano Financial Group, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients, offering tailored, non-discretionary planning and consulting supported by advanced analytical tools.