Brandon Ross is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at The Vanguard Group since 2018 and previously held positions at Wells Fargo Clearing, Wells Fargo Bank, Bank of America, and Merrill. Outside of his advisory role, he owns a rental property in Philadelphia. 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 and primarily constructs portfolios from Vanguard funds and ETFs, offering a variety of customization options and serving a broad client base through its large advisor team and digital platform.

Shanee Abbott is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 66 and Series 63 licenses and having three years of industry experience. She has worked at The Vanguard Group and Vanguard Marketing Corporation since 2022, following prior roles at Mutual of Omaha 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 approach to set personalized asset allocations and manages portfolios largely composed of Vanguard funds and ETFs.

Benjamin Geise is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 66 and Series 63 licenses and four years of industry experience. He has worked at several related Vanguard entities since 2022. Outside of finance, he teaches guitar and bass lessons at Music and Arts in Ardmore, PA. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisor teams.

Paul Santoro is a CFP®-credentialed financial advisor with 13 years of industry experience. He has worked at Vanguard Advisers since 2019 and is also affiliated with The Vanguard Group, Inc. Outside of his advisory role, he was involved with Tableart & KPW Productions from 2018 to 2023. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, offering various customization options and managing a large client base with a digital delivery model.

Sean Vasey is a CFP® professional with 15 years of industry experience, currently serving at Vanguard Advisers since 2014. He has held various roles within The Vanguard Group and its affiliates since 2011. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that incorporates proprietary methodologies and Vanguard funds to personalize asset allocations. The firm manages a large client base through a combination of digital delivery and advisor support.

Steven Callaghan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with Vanguard Advisers since 2017 and also worked at Temple University for one year prior. Vanguard Advisers provides both 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 utilizing proprietary models to create personalized asset allocations and manages a large client base through its digital platform and extensive advisor team.

Brenda Bagonis Cooke is a financial advisor at OSAIC with 35 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has worked previously at Royal Alliance Associates, Signator Investors, and B & B Associates. Outside of her advisory work, she owns and oversees a short-term rental property business through Gettysburg Getaway. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms, using asset-allocation tools and third-party managed account solutions.

William Bishop is a financial advisor with Ameriprise in Philadelphia, PA, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Chestnut Hill Conservancy and is involved with the GFS Advancement Committee, supporting an independent school’s annual giving efforts. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver personalized, non-discretionary advice primarily for clients with significant investable assets.

Stephen Sosangelis is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2019. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2019. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Ashley Woodcox is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to joining Vanguard, Ashley worked for ten years at Marriott International Corporation. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm’s goal-based, algorithm-driven approach utilizes proprietary models to create personalized asset allocations primarily composed of Vanguard funds and ETFs.

Zachary Pyers is a financial advisor with Vanguard Advisers in Malvern, PA, holding a Series 66 credential and possessing three years of industry experience. Prior to joining Vanguard Advisers in 2026, he worked with Macquarie Investment Management Business Trust and Delaware Distributors, L.P. from 2022 to 2025. He has also been involved with City Year and operated a landscaping business, Songbird Landscapes. 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 investment approach and manages a large client base through a combination of digital platforms and a sizable advisory team.

Gino Stone is a financial advisor at Vanguard Advisers with three years of industry experience. He holds a Series 66 designation and has been with Vanguard-affiliated entities since 2022. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, offering tax-aware and customizable features.

Nicholas Rindock is a Series 66-registered financial advisor with Raymond James & Associates, where he has worked since 2017. He has six years of industry experience and previously worked at Muhlenberg College. Located in West Conshohocken, PA, he is part of a large advisory team serving a diverse client base. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs.

Kyle Thomas is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and six years of industry experience. He has been with The Vanguard Group since 2019 and previously worked at Werner Company, General Electric, and Montgomery Truss and Panel. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Susannah Madden is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 24 years of industry experience. She has been with Raymond James & Associates since 2002. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a wide range of clients including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on diverse portfolio management styles and affiliated research.

Yumei Huang is a financial advisor with Vanguard Advisers in Malvern, PA, holding a Series 66 designation and nine years of industry experience. Prior to joining Vanguard, she worked at JPMorgan Chase Bank and Axa Advisors. Outside of her advisory role, Huang is the owner of Ivy Best Supply, a resale business. 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 approach with portfolios built mainly from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Meghan Walsh is a financial advisor with Vanguard Advisers based in Malvern, PA, holding Series 66 and Series 63 licenses. She has one year of industry experience, all with Vanguard entities. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to personalize asset allocations, primarily utilizing Vanguard funds and ETFs, and serves a large client base through a combination of digital delivery and advisor support.

Kyle Scott is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2014 and joined Vanguard Advisers in 2025. Vanguard Advisers provides investment advice through both digital and human-supported services, serving 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 tax-aware features and customization options.

Nicholas Desimone is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 66 and Series 63 designations and has worked at various Vanguard entities since 2021. Outside of his advisory work, he is involved in retail operations at Ice Line Pro Shop, where he has provided customer service and equipment maintenance for several years. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Virginia Rockey is a Series 66-licensed financial advisor with Morgan Stanley, bringing three years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Merrill and has experience related to community and environmental programs, including participation in the AmeriCorps NJ DEP Watershed Ambassador Program. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and analyses.