Dorian O'Connell is an advisor at Vanguard Advisers with Series 63 and Series 66 credentials and five years of industry experience. He has worked at The Vanguard Group, Inc. since 2021 and owns several small e-commerce businesses, including an Etsy store and a baking company, Sweet Pastry LLC. Vanguard Advisers serves retail investors and eligible retirement plan participants through a combination of automated and human-supported investment advice, using a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs.

Joshua Novess is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple Vanguard entities since 2019, following prior roles at AeroTek and BMO Harris Bank. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary models to construct personalized portfolios largely composed of Vanguard funds and ETFs.

Anthony Videtto is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with The Vanguard Group since 2005. Outside of his advisory role, he is a limited partner in SVS Properties Group LLC, a rental property business in New Jersey. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm operates at scale with a digital delivery model, managing hundreds of thousands of client relationships through over 2,200 advisors.

Mark Roussey is a financial advisor with Equitable Advisors in Phoenixville, PA, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked for POWER Engineers from 2014 to 2021. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that emphasizes LPL-sponsored programs and endorsed TAMPs.

Michael Courtney is a financial advisor with RBC Capital Markets in Conshohocken, PA, holding a Series 66 designation and 19 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm provides various advisory programs that offer portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles using both in-house and third-party investment managers.

John Frampton is a financial advisor with Raymond James Financial in King of Prussia, PA, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with Raymond James since 2010 and is also involved as an officer and president of JEF Financial Advisors LLC, a support company he established in 2015. 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 employs a non-discretionary approach tailored to client goals and utilizes analytical tools such as risk profiling and probability modeling in its investment consulting.

Christopher Larkin is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Vanguard entities since 2021. Prior to his current role, he gained experience outside finance, including multiple positions at Insomnia Cookies. 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 using proprietary models and offers portfolios mainly composed of Vanguard funds and ETFs, with options for tax-aware features and customization.

James Stotter is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisers.

Aaron Russell is a financial advisor with Wells Fargo Advisors in Wayne, PA, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Northwestern Mutual and ADT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various financial needs and uses Wells Fargo’s research and planning tools to develop tailored recommendations.

Philip Sharpe Jr. is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he worked at The J.G. Wentworth Company LLC and has varied experience including roles outside finance such as in painting and community involvement. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans with a goal-based, algorithm-driven investment approach that combines automated and human-supported advice. The firm manages large-scale client relationships primarily through digital platforms and constructs portfolios mainly from Vanguard funds and ETFs with multiple customization options.

Lauren Feeney is a CFP® with nine years of industry experience, currently serving as a financial advisor at Vanguard Advisers. She has worked at The Vanguard Group, Inc. since 2016 and previously was involved with Peoples Light & The Theatre Co. from 2016 to 2019. 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 investment approach using proprietary methodologies to tailor asset allocations, primarily utilizing Vanguard funds and ETFs.

Todd Bechtel is a CFP®-certified financial advisor with 30 years of industry experience. He has been with Vanguard Advisers since 2016 and has worked with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 1996. Vanguard Advisers provides both 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, and offers a range of customization options including tax-aware strategies and ESG exposure.

Josephine Del Duca is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and four years of industry experience. She has been with The Vanguard Group since 2020 and previously worked at Randstad and Sacred Heart Academy. She serves as an agent for immediate family members in a fiduciary capacity. 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, primarily with Vanguard funds and ETFs, and manages a large client base through a digital platform supported by over 2,200 advisors.

Marc Nettles is a financial advisor with Wells Fargo Advisors in Exton, PA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Wells Fargo Advisors since 2009, including a prior role at Wells Fargo Clearing. Outside of his advisory work, he serves as a basketball referee for the Pennsylvania Interscholastic Athletic Association. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including cash-flow, retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients may choose to implement through brokerage or advisory programs.

Cole Watson is a Series 66-licensed financial advisor with six years of industry experience. He currently works at Vanguard Advisers and related Vanguard entities, having joined in 2021. His prior experience includes roles at Bank of America, Merrill Lynch, ACE American Insurance, and Gettysburg College. 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 constructed mainly from Vanguard funds and ETFs, offering customization options and tax-aware features.

Kyle Hooven is a financial advisor at Vanguard Advisers with 11 years of industry experience. He has held roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2014 and worked at Lucid Roots Apparel from 2017 to 2018. He holds Series 63 and Series 66 licenses. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering various customization options and managing a large scale of client relationships through its hybrid service model.

Brian Hines is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience and has been with Cambridge since 2010. Outside of his advisory role, he is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement-plan advisory services through a network of independent financial professionals, offering a range of portfolio management options and proprietary as well as third-party strategies.

Justine Minnick is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at LGL Partners for ten years before joining Vanguard in 2023. Outside of her advisory role, she owns and manages rental properties in Philadelphia. 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 that utilizes proprietary models to create personalized, largely Vanguard fund-based portfolios with various customization and tax-aware features.

Clement Ogbomo is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 2007. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through a combination of digital and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through automated platforms and team servicing.

Wesley Mitchell II is a financial advisor with Vanguard Advisers, holding a Series 66 designation. He has been with Vanguard and its affiliates since 2024, accumulating two years of industry experience. Prior to his current role, he worked in various positions including at Randstad and Urbia Imports. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisory services, serving 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.