Prepared Retirement Institute LLC

Vilas Naralakattu is a CFP® professional affiliated with Prepared Retirement Institute LLC, with over 15 years of experience in the financial services industry. His prior roles include positions at Visionary Financial Services, Wealthspire Advisors, StratWealth LLC, and Pinnacle Advisory Group. Prepared Retirement Institute LLC offers discretionary portfolio management and financial planning primarily to individual and select corporate clients. The firm emphasizes tailored portfolios based on client suitability, incorporating fundamental analysis and long-term strategies, and is noted for its use of third-party technology to manage held-away employer retirement accounts.

Bradley Garges is a CFP®-credentialed financial advisor with Cetera, based in Harleysville, PA, and has three years of industry experience. His career includes roles at Cetera Wealth Services, Musselman Financial Solution, and the Thompson Organization. He is a member of the Philadelphia Estate Planning Council, where he engages in ongoing education related to estate planning. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional capabilities within its broad advisory platform.

Mark Vandenburg is a CFP®-certified financial advisor with 12 years of industry experience. He currently works at Prepared Retirement Institute LLC and previously spent 11 years at The Vanguard Group, Inc. In addition to his advisory role, he develops and provides webinars to clients through The Goddard School in Collegeville, PA. Prepared Retirement Institute LLC provides discretionary portfolio management and financial planning primarily to individual and select corporate clients. The firm uses a tailored investment approach that includes fundamental analysis, long-term strategies, and third-party technology to manage held-away retirement accounts.

Jennifer Chambers is a ChFC®-designated financial advisor with Prepared Retirement Institute LLC in San Antonio, TX. She has two years of industry experience, including prior roles at Magellan Federal and Geometric Wealth Advisors. Prepared Retirement Institute LLC provides discretionary portfolio management and financial planning primarily to individual clients, including both high-net-worth and non-high-net-worth individuals, as well as select corporate clients. The firm uses third-party technology to manage held-away employer retirement accounts and emphasizes tailored portfolios based on client suitability, fundamental analysis, and long-term investment strategies.

Andrew Dziedzic is a financial advisor at Prepared Retirement Institute LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Financial Strategies Advisory and Geneos Wealth Management. Outside of advising, he is involved in tax preparation services and acts as an independent representative for various fixed insurance carriers. Prepared Retirement Institute LLC provides discretionary portfolio management and financial planning primarily to individual and select corporate clients. The firm uses tailored portfolios, third-party model portfolios, and direct mutual fund platforms, emphasizing fundamental analysis, long-term strategies, and ongoing portfolio monitoring.