Anthony Giordano is a CFP® with 32 years of industry experience, currently serving with Vanguard Advisers since 2015. He has been associated with The Vanguard Group and Vanguard Marketing Corporation since 1997. Outside of his advisory role, he is the treasurer of the Central Bucks Football Parents Club. Vanguard Advisers provides automated and human-supported investment advice to 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 composed of Vanguard funds and ETFs.

Allen Minton is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at The Vanguard Group and entrepreneurial experience with Atlantic Pool Service and self-employment. He also has a background connected to University of Pennsylvania Football. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and serves clients through both direct and corporate financial planning agreements.

Shubham Wagh is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm operates both as a broker-dealer and investment adviser, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Jonathan Kahrs is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Vanguard Advisers. His prior roles include positions at Interactive Wealth Advisors and Waddell & Reed, as well as self-employment from 2016 to 2020. 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 approach using proprietary models to set personalized asset allocations, managing large-scale client relationships with a combination of digital platforms and advisor support.

Vincent Durso is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding Series 63 and Series 65 credentials and having seven years of industry experience. He has worked with MassMutual Life Insurance Company and MML Investors Services since 2018, and previously spent 13 years with J.S. Bradddock Agency. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning using firm-approved tools, with optional implementation through separate brokerage or insurance arrangements.

Brian Kearon is a financial advisor at Morgan Stanley with 36 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Dominic Bisirri is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. He has been with MML Investors Services and Mass Mutual Insurance Co since 2019. His prior roles include work at Widener University and ownership of DJB Inc. for fifteen years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment authority.

Matthew Berger is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. prior to his current role. His background also includes positions in various other organizations and educational institutions. 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 proprietary models to set personalized asset allocations, offering portfolios primarily composed of Vanguard funds and ETFs along with tax-aware features and customization options.

Karen Nagle is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 36 years of industry experience. She previously worked at Metlife Securities Inc. from 1998 to 2017 before joining Mass Mutual Investors Services in 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap programs, and educational seminars with a focus on collaborative, annual planning relationships.

Alexis Simon is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their families to develop comprehensive financial plans aimed at achieving their financial goals. Since joining Fidelity Investments in 2021, Alexis has held several roles including Financial Representative and Relationship Manager before her current position. Her experience at Fidelity Investments has provided her with a broad understanding of financial planning and client relationship management. Alexis applies this expertise to support clients in navigating their financial journeys.

Shawn Wagner is a CFP® professional with 16 years of industry experience, currently affiliated with Cetera in West Chester, PA. Prior to joining Cetera, he worked at Vanguard in various capacities for 16 years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, employer-sponsored retirement plans, corporations, charitable clients, and institutional accounts. The firm offers multiple portfolio management and consulting services through a multi-manager platform and supports both discretionary and non-discretionary investment programs.

Patrick Ryan is a financial advisor with Cetera who holds a Series 66 credential and has one year of industry experience. He has worked with Cetera and Avantax firms since 2024 and also manages Van Buren Financial Group, LLC, where he provides tax planning, tax preparation, bookkeeping, payroll processing, and accounting consulting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Sophoan Prak is a CFP® professional with 21 years of industry experience, currently serving at Vanguard Advisers since 2004. He holds the Series 63 designation and is based in Malvern, PA. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages a large client base through a combination of digital platforms and advisor teams.

Shawna Aschmies is a financial advisor at Morgan Stanley in Philadelphia, PA, with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques in its financial planning process.

Cristobal Salamone Donestevez is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at the University of Pennsylvania and AZ Foods. He is currently based in Malvern, PA. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that incorporates proprietary methodologies and a range of customization options.

David Carlisle is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Vanguard since 1987 and also works as a freelance keyboard musician. Additionally, he serves as the musical director at Upper Room Missionary Baptist Church. Vanguard Advisers provides automated and human-supported investment advice primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach that utilizes proprietary models and offers portfolios constructed mainly of Vanguard funds and ETFs, featuring tax-aware strategies and customization options.

Brendan Blight is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Flight Entertainment, Vivamee Shared Services, and Borgata Hotel Casino & Spa. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research and analytics from internal and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

Stephen Balen is a financial advisor with LPL Financial, holding a Series 63 designation and over 46 years of industry experience. He previously worked at Boenning & Scattergood, Inc. for 19 years before joining LPL Financial in 2023. Outside of finance, he is involved in show dog breeding. 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 offers a range of financial planning and asset management solutions supported by technology and serves over 22,800 advisors with oversight of more than $819 billion in discretionary assets.

Kenneth Wasekanes Jr. is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding a Series 66 license and having one year of industry experience. His prior roles include positions at MML Investors Services LLC, Mass Mutual Life Insurance Company, and South by Sea. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, specializing in tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using firm-approved tools and offers both direct and corporate financial planning services.

Nicholas Di Prinzio is a Series 66-licensed financial advisor with seven years of industry experience, currently with Vanguard Advisers since 2018. His prior roles include positions at IM Wealth Partners and Merrill Lynch. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios largely composed of Vanguard funds and ETFs, offering a range of customization options and managing hundreds of thousands of client relationships through a large advisory team.