Garrett Fitzgerald is a financial advisor with Vanguard Advisers in Malvern, PA. He holds the Series 66 designation and has two years of industry experience. He has worked in various roles within Vanguard since 2024 and is also the owner of Unlimited-Sod Company, a landscaping business. Vanguard Advisers offers automated and human-supported investment advice for retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Luke Griese is a financial advisor with Vanguard Advisers holding a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. He also previously worked at Infinia Search and AP Benefit Advisors, LLC. 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 investment approach using proprietary methodologies to create personalized portfolios primarily constructed from Vanguard funds and ETFs.

Sophorn Brown is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked previously at FSC Securities Corp and Wharton Business Group, where he has been involved in client service and trading functions. OSAIC serves a diverse client base including individual investors, retirement plan participants, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment process emphasizing asset allocation and portfolio optimization.

Benjamin Geiger is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2021. His prior experience includes roles at Shopify and Enterprise Rent A Car. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non‑discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative screening and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Dana Lo Monaco is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at Charles Schwab in Wayne, PA. Her prior experience includes roles at Janney Montgomery Scott and The Vanguard Group. Charles Schwab & Co., Inc. serves a large client base of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment guidance approach supported by Schwab Center for Financial Research due diligence.

Kevin Phelan is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and 10 years of industry experience. He previously worked at The Vanguard Group, Inc. for seven years before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies, use of advanced technologies including AI, and its oversight of model portfolio delivery.

Tyler Caton is a financial advisor with Vanguard Advisers, holding Series 63, 65, and 66 designations and seven years of industry experience. He has worked at multiple Vanguard entities, including Vanguard Marketing Corporation and The Vanguard Group, since 2021. 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 and primarily constructing portfolios with Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model, focusing on retail and plan participants.

Susan Schmidt is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Prior to joining Ameriprise in 2022, she worked at Wells Fargo Clearing for six years. She serves on the Board of Directors and acts as Clerk for the Fairview Village Seventh Day Adventist Church. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service that provides written recommendations and annual advice focused on dependable income and tax-aware withdrawal strategies.

Nicolas Rocha is a financial advisor with Vanguard Advisers, holding Series 65 and Series 66 credentials and six years of industry experience. His prior work includes roles at Wasmer, Schroeder & Company, Inc., Affiliated Distributors, and Randstad. Outside of advising, he has worked as a contract driver for Uber. Vanguard Advisers provides automated and human-supported investment advice for retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach and offers portfolios constructed mainly from Vanguard funds and ETFs, with various tax-aware and customization features.

Matthew Logan is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase & Co. from 2021 to 2024. Logan served in the United States Navy from 2019 to 2021. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Richard Storms is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and having 26 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he owns Naturally Rofo, a farm store distributing beef and produce, and is involved in farming operations through Heritage Farming LLC and Family Tradition Farming LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various portfolio programs, supported by a large network of investment adviser representatives who utilize customized strategies and advanced tools.

Tiana Patillo is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Vanguard since 2012 in various roles, including Vanguard Advisers since 2015. Outside of her advisory work, she owns Patillo Enterprises, LLC, a financial literacy business. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios constructed largely from Vanguard funds and ETFs, supporting a high volume of clients through digital delivery and a team servicing model.

Andrew Warner is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior roles include positions at Sequence Wealth Management and Sarona Ventures. Warner’s background also includes work at Tulane University and various other organizations. 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 largely composed of Vanguard funds and ETFs, offering a range of customization options.

Andrea Cohen is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and 17 years of industry experience. She has been with The Vanguard Group since 2011. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. Their approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized asset allocations primarily composed of Vanguard funds and ETFs.

James Mcdermott is a financial advisor at Edelman Financial Engines with a Series 65 designation. He has been with Edelman Financial Engines since 2025 and previously worked in the mortgage industry at NVR Mortgage, Freedom Mortgage, and DITECH GREEN TREE. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and supports a large participant base through both advisor-led and online platforms.

Stephen Weigner is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has four years of industry experience, including roles at MassMutual Life Insurance and Presidio, Inc. Outside of his advisory work, he is the owner of Mythic Audio, LLC, an audio and electronics business. 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 programs with a focus on collaborative, goal-based planning.

Kelly Mc Carthy is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL, Mc Carthy held roles at BestVest Investments, Ltd. and Reliance Standard, and has experience in educational settings including Yale University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of investment programs and utilizes advanced operational tools to support its broad platform.

Connor Smith is a CFP® with seven years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has worked at various Vanguard entities since 2019 and previously held roles at Randstad and Appoquinimink School District. Vanguard Advisers offers 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 constructs portfolios mainly from Vanguard funds and ETFs, with options for customization and tax-aware features.

Jeffrey Gunder is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services for nearly 19 years before joining LPL Financial in 2025. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services primarily delivered by investment adviser representatives utilizing a range of strategies including discretionary and non-discretionary approaches.

James Ranieri II is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 32 years of industry experience. His career includes roles at Metlife Securities Inc., NewSquare Capital, LLC, and New England Securities. In addition to his advisory work, he is an insurance agent specializing in individual and group life and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-based planning without discretionary investment authority.