Christopher Haley is a financial advisor with Vanguard Advisers, holding Series 65 and Series 66 licenses and having one year of industry experience. He previously worked at Florida Financial Advisors and has a background that includes roles at Accenture, Schnader Harrison Segal & Lewis, and Drexel University. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans through its digital and personal advisor services. The firm uses a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, offering customization options and tax-aware strategies.

Thomas Cuffari is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Axa Advisors, LLC, Towne Park Ltd., Marywood University, and the U.S. Soccer Federation. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Randy Pludo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Bank, nA, and Citizens Securities, Inc. Outside of advising, he is involved as a content creator for a business focused on healthy sustainable lifestyles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research-based investment strategies and offering both brokerage and advisory solutions.

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 Series 66-licensed financial advisor at Vanguard Advisers with one year of industry experience. Before joining Vanguard, he worked at SEI Investments Company and was involved with the PA Rebels Baseball Academy. 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 centered on proprietary models and Vanguard funds.

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 and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience and has worked with Cambridge since 2010. In addition to his advisory role, he operates Sanson Financial as an independent insurance agent and has been involved with Financial Voyages since 1997. Sanson served in the Pennsylvania Army National Guard from 1987 to 2019. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Robert Creamer is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 65 and Series 63 credentials and nine years of industry experience. He has worked previously at Wells Fargo Clearing, Wells Fargo Bank, Key Investment Services LLC, KeyBank, Citizens Bank, and Citizens Securities, Inc. Outside of his advisory role, he is a landlord and owner of rental property. 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 composed of Vanguard funds and ETFs, supported by a digital platform that serves a large client base with a team servicing model.

Ryan Waddell is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has worked at The Vanguard Group since 2015 and previously spent four years with Equitable Advisors. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible 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 using Vanguard funds and ETFs.

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 worked at UBS since 2012, following a brief tenure at Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities. The firm provides a wide range of services including financial planning, portfolio management, and capital markets solutions.

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 at LPL Financial with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors, Inc., The Vanguard Group, Inc., and other firms. Outside of his advisory role, he is involved with Kemp Harvest Financial Group, a DBA for his LPL business. 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 services including financial planning, model portfolio programs, and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Timothy Pippet is a financial advisor with RBC Capital Markets in Conshohocken, PA, holding Series 63 and Series 65 designations and 21 years of industry experience. His prior roles include positions at J.P. Morgan Securities Inc. and City National Securities. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management strategies that leverage both in-house and third-party investment managers.

Brandon Ross is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and ten years of industry experience. He has worked at The Vanguard Group since 2021 and previously held roles at Wells Fargo Clearing, Wells Fargo Bank, and Bank of America. Outside of his advisory work, Ross is an owner of a rental property in Philadelphia. Vanguard Advisers provides both 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 tailor portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and tax-aware strategies.

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 credentials and four years of industry experience. Prior to joining Vanguard in 2022, she worked at Mutual of Omaha Investor Services 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 investment approach centered on personalized asset allocations and portfolios constructed largely from Vanguard funds and ETFs.

Alvin Kingcade Sr. is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation and Series 63 license, with 53 years of industry experience. He has worked at MML Investors Services, Inc. since 1988. Outside of his advisory role, he serves as President and Treasurer of the Lena Maloney Community Development Corp., a 501(c)(3) community organization, and is Chairperson of the finance board at Eastwick United Methodist Church. MML 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 ongoing financial planning along with asset management and educational seminars, using firm-approved tools to develop written recommendations in collaborative client relationships.