Robert Schofield is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Vanguard Group, Inc. and its affiliates since 2022. Prior to his finance career, he has diverse work history including positions at Giant Food Company and West Chester University. Vanguard Advisers delivers both 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 construct portfolios primarily from Vanguard funds and ETFs with options for tax-aware management and customization.

Kelsey Crawford is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, following four years at Janney Montgomery Scott. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Mark Giordano is a financial advisor at UBS Financial Services in Philadelphia, PA, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining UBS, he worked at UBS Securities LLC and was previously employed at the Washington Township Health Department. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning, portfolio management, and capital markets solutions.

Daniel Delia is a financial advisor with Cetera, holding a Series 63 designation and nine years of industry experience. He has worked at Cetera since 2025 and previously spent eight years at Avantax Investment Services, Inc. Outside of his advisory role, he serves as a CPA at Sterling Services, Inc., providing accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a range of investment strategies and custodial arrangements.

Robert Ryan Jr. is a financial advisor with Mass Mutual Investors Services in Radnor, PA. He holds a Series 66 designation and has four years of industry experience. His background includes roles at Mass Mutual Insurance Company and Muhlenberg College. Mass Mutual 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 financial planning, asset management, and educational seminars, using collaborative, annual planning engagements supported by advanced analytical tools.

Paul Dunn is a Wealth Management Advisor at Merrill Lynch Wealth Management and leads the Dunn Wealth Management Group. Prior to joining Merrill Lynch and The Dunn Group in 2007, Paul owned, operated, and sold a consulting firm for entrepreneurs. He has been leading the Dunn Wealth Management Group since 2018. Paul combines his forensic accounting mindset with his entrepreneurial background to provide multigenerational wealth management services. He focuses on simplifying complex financial issues for career-building clients, particularly wealth-creation-oriented individuals and business owners. Paul follows a clear process to build and preserve wealth, emphasizing the impact of financial decisions on clients and future generations. He holds the CERTIFIED FINANCIAL PLANNER® certification, Certified Plan Fiduciary Advisor® certification, and Chartered Retirement Planning Counselor™ designation. Paul earned his bachelor's degree in marketing from Drexel University. Outside of work, Paul enjoys woodworking and planning family adventures with his two daughters in Malvern.

Arlie Huff is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Vanguard Advisers, Huff held multiple self-employed roles and worked at Chester Community Charter School. Outside of advising, Huff works as a contracted realtor assisting primarily residential clients with buying and selling properties. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, using proprietary models to set personalized asset allocations primarily through Vanguard funds and ETFs.

Amer Dababneh is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 65 and Series 63 certifications and has been with Wells Fargo entities since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ryan Szabo is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Lincoln Financial Distributors, Brinker Capital Investments, and The Vanguard Group. Vanguard Advisers delivers 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, constructing portfolios mainly from Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory team model.

Nicholas Chermol is a financial advisor with Vanguard Advisers, holding the Series 66 credential and two years of industry experience. He has held multiple roles within The Vanguard Group and related entities since 2024. Outside of his advisory work, he is the owner of ALLCAPNOBRIM, a content creation business focused on vlogs, blogs, and podcasts. 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, offering portfolios primarily composed of Vanguard funds and ETFs with various customization options.

Daniel Quinn is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and has worked at Royal Alliance since 2014. Outside of advisory activities, he operates a sole proprietorship involved in product review and sales. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisers and employs a variety of asset-allocation tools and third-party platforms to manage diversified portfolios.

William Burr is a Wealth Management Advisor at Merrill Lynch Wealth Management, leading The Burr Group based in Philadelphia and Wayne, PA. His team works with individuals, families, business owners, and entrepreneurs to address varied financial needs through personalized strategies. The group's services include retirement planning, education planning, portfolio analysis, insurance, business cash flow management, lending, and estate planning. Before joining Merrill Lynch Wealth Management, William Burr was a professional basketball player and served as President of a company focused on professional athletes. He holds a Bachelor's Degree in Finance from The College of New Jersey. He is also recognized with professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his community involvement, William supports Big Brothers Big Sisters Southeastern PA and participates in local efforts related to sports programs, environmental initiatives, and cancer research fundraising. He resides in the Philadelphia area with his wife Emily and their three children, and he enjoys activities such as traveling, basketball, snowboarding, and golfing.

W. Morris is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked with firms including Avantax and Kestra, and operates The Morris Financial Group as a sole proprietor focused on portfolio construction, retirement planning, and investment services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts, offering diversified portfolio management and financial planning through a multi-manager platform.

Michael Nagle is a financial advisor with RBC Capital Markets in Chadds Ford, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining RBC in 2009, he worked at UBS Financial Services for seven years and Pershing LLC for one year. He serves as an elected official of the Conestoga High School Lacrosse Booster Club and is the vice president on the board of directors for the Leopard Lakes Farm/Home Owners association. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing both discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Rilee Kelly is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. Prior to joining Vanguard, Kelly worked at Blue Owl Capital and Morgan Stanley in 2024 and has experience in academic support roles at Seton Hall University and Brookville Area High School. 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 utilizes a goal-based, algorithm-driven investment approach featuring proprietary asset allocation models and portfolios primarily composed of Vanguard funds and ETFs.

Vinicius Pereira is a financial advisor with LPL Enterprise, holding the Series 66 designation and one year of industry experience. His prior work includes roles at Solenis LLC and Merenda Box. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining advisory programs with brokerage and insurance product sales through an integrated platform.

Joseph Gualtieri is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Merrill Lynch since 1981. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tyler Harrison is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at Vanguard Advisers and related Vanguard entities since 2021, with prior experience at De Lage Landen Financial and Legend Financial Advisors. Outside of his advisory role, he owns and operates a retail business, 888Infinity, based in West Chester, PA. 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 to portfolio construction, utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform combined with advisor support.

William Milligan is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and has been with MassMutual and its affiliated firms since 2025. Outside of his advisory role, he has been involved with the Merion Golf Club since 2021. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools to support client goals.

Samantha Grissom is a CFP® with 13 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2012. She holds a Series 63 license and is based in Malvern, PA. Outside of her advisory role, she acts as a limited agent for her mother. Vanguard Advisers offers 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 featuring proprietary models and primarily uses Vanguard funds and ETFs in constructing portfolios.