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.

Anthony Recupero is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include work in pharmaceuticals and therapeutics, and he currently serves as a board director at CytoGene Therapeutics. He also receives compensation for sales and referrals related to home security and mortgage products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors and select corporate and charitable clients. The firm employs model-based investment strategies delivered by a large network of advisors and operates with approximately $15.5 billion in assets under management.

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.

Benjamin Geise is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. He has held various roles within the Vanguard organization since 2022. Outside of finance, Geise teaches guitar and bass lessons at Music and Arts in Ardmore, PA. 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 and primarily constructs portfolios from Vanguard funds and ETFs.

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.

Kyleigh Bowman is a financial advisor at Morgan Stanley with a Series 66 designation and approximately one year of industry experience. Prior to joining Morgan Stanley, she spent one year with Equitable Advisors, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

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 36 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Royal Alliance Associates and Signator Investors. Outside of her advisory role, she operates a short-term rental business called Gettysburg Getaway. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and efficient frontier analysis.

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 the Series 63 and Series 65 designations and has worked at Stifel, Nicolaus & Company, Incorporated since 2019, following three years at Wells Fargo Clearing. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, offering planning and allocation guidance that supports client decision-making.

Ashley Woodcox is a financial advisor at Vanguard Advisers with one year of industry experience. She previously worked for Marriott International Corporation for ten years before joining Vanguard and holds the Series 66 designation. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and retirement plan participants. 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.

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.

Colin Mccabe is a financial advisor at Vanguard Advisers with one year of industry experience. He holds the Series 66 designation and has worked with several firms including Vanguard Marketing Corporation, The Vanguard Group, and Cetera Investment Advisers. Outside of his advisory role, Colin owns Mana Mercantile, a retail sales business operating through eBay. 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 to construct portfolios primarily from Vanguard funds and ETFs, serving hundreds of thousands of clients through a combination of digital platforms and advisor teams.

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 licenses and seven years of industry experience. He has worked at The Vanguard Group since 2019 and previously held roles at Werner Company, General Electric, and Montgomery Truss and Panel. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, supported by a large team of advisors serving hundreds of thousands of clients.