Rebecca Dauterive is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at The Vanguard Group and The Institutes. Outside of her advisory role, she has experience working in the hospitality industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Robert Mcdevitt is a CFP®-designated financial advisor with 21 years of industry experience. He has been with The Vanguard Group since 2018 and previously worked at Continental Packaging. He is based in Malvern, PA. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Lei Knopp is a financial advisor with Merrill in Exton, Pennsylvania, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill Lynch since 1995. 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.

Colin Baker is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and two years of industry experience. His background includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as positions outside the financial industry. 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 and largely constructs portfolios from Vanguard funds and ETFs.

Michael Continelli is a CFP® professional with 35 years of industry experience, currently serving at Charles Schwab in Wayne, PA. He has been with Charles Schwab and its affiliated bank since 2012. Outside of his advisory role, he is a board member of Musicopia, a nonprofit supporting underfunded grade school music programs through financial and educational assistance. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by integrated custody, brokerage, and advisory services.

Hannah Cresswell is a financial advisor at Vanguard Advisers with one year of industry experience. She holds the Series 66 designation and has prior work experience including roles at Nordstrom, Inc. and involvement with Moe Joe Coffee Company. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans by providing automated and human-supported investment advice through its digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary models to construct portfolios primarily from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Peter Gaunt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and having 16 years of industry experience. His previous experience includes roles at PNC Investments, Citizens Securities, and Wells Fargo. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides both proprietary and third-party model strategies and supports varied implementation approaches tailored to client objectives.

Donald Cornagie is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network since 2012. Outside of his advisory role, he serves as an executor for estates and trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Jessica Fry is a financial advisor at Mass Mutual Investors Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Qurate Retail Group, Audacy, and iHeartMedia. Outside of her advisory role, she owns a voice work business involving copywriting, voice recording, audio editing, and producing. Mass Mutual Investors Services 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, structuring its planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Daniel Scott is a financial advisor at Vanguard Advisers with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Vanguard firms since 2012, including Vanguard Advisers since 2020. 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 portfolios primarily constructed from Vanguard funds and ETFs, offering a range of customization options and managing hundreds of thousands of client relationships through a combination of digital platforms and advisor support.

Jeremy Beil is a financial advisor at Vanguard Advisers with 23 years of industry experience. He has worked with Vanguard Advisers since 2006 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. He holds Series 65 and Series 66 licenses. 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 portfolios constructed mostly from Vanguard funds and ETFs, and manages a large number of client relationships through a combination of digital platforms and a broad advisor team.

Michael Serra is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is currently affiliated with LPL Financial and M&T Bank and has prior experience at MMA Securities, MMA Agency, Purshe Kaplan Sterling Investments, and Centurion Asset Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Johnanthony Fiorilli Jr. is a financial advisor at Vanguard Advisers with six years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at BASF Corporation. Outside of finance, he serves as a soccer referee with the United States Soccer Federation and the National Intercollegiate Soccer Officials Association, officiating games in Southeast Pennsylvania. He also works as a remote classroom moderator for Distance CME, supporting EMS continuing education. 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 that employs proprietary models and largely invests in Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing hundreds of thousands of client relationships with over 2,200 advisors.

Sagar Mainali is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2019, following earlier work at Wells Fargo Bank. Outside of his advisory role, he is involved in home healthcare and caregiving services through several local ventures, including Orchid Home Health Services and Dreamers Home Care LLC, as well as part-ownership of a trucking and freight business. Wells Fargo Clearing provides retirement plan consulting to ERISA-qualified and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Craig Gower Jr. is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2017. He has prior experience with United Parcel Service Co. and serves as an officer in the Army National Guard. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that utilizes proprietary glide-path methodology and Vanguard funds and ETFs.

Daniel Levin is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and operated Handsome Dan's LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a range of portfolio management styles and affiliated research, with planning relationships that are generally non-discretionary.

Thomas Quay Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 30 years of industry experience. His prior roles include positions at Metlife Securities Inc. and MassMutual Life Insurance Co. Outside of finance, he has pursued acting, auditioning for various roles since 2021. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools and structured planning engagements.

John Strohman is a CFA® charterholder with 27 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, JCS Advisory, and Madison Square Investors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader set of financial products such as insurance-related vehicles and bank deposit sweep options.

Rijo Reji is a financial advisor with LPL Financial based in King of Prussia, PA. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial in 2023, he worked at American Heritage Credit Union and CVS Pharmacy. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kevin Hatten is a financial advisor with Vanguard Advisers, holding a Series 66 designation and three years of industry experience. He has been with The Vanguard Group since 2022 and has prior experience that includes roles outside finance, such as working with Siemens Healthineers and involvement in the hospitality sector. Additionally, he is an author of books about artificial intelligence. 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 portfolios mainly composed of Vanguard funds and ETFs, serving a large client base through a combination of digital platforms and advisory teams.