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Anna K
Series 66
Malvern, PA
Vanguard Advisers
Anna Krylova is a Series 66-licensed financial advisor with Vanguard Advisers, based in Malvern, PA, with three years of industry experience. Her background includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as teaching positions at Temple University. 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 create personalized portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through its digital platform and advisory team.
Alisa C
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Alisa Consalvi is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has been with The Vanguard Group, Inc. since 1992. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that incorporates proprietary methodologies and a variety of customization options.
Stephanie R
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Stephanie Rita is a financial advisor with Vanguard Advisers based in Malvern, PA, holding Series 63 and Series 66 designations and nine years of industry experience. She has been associated with Vanguard-affiliated entities since 2008 and is listed as a co-owner of Olive U, Inc., a food ingredient brokerage business founded by her husband, though she does not actively manage it. 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 using proprietary models to set personalized asset allocations, primarily investing in Vanguard funds and ETFs, and offers various tax-aware and customizable portfolio features.
Evan S
Series 66
Malvern, PA
Vanguard Advisers
Evan Spano is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior work includes roles at Pedigo Products Inc, Millennium Surgical Corporation, Momentum Solar, and PLS Logistics Services, as well as positions in education at Muhlenberg College and Henderson High School. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.
Robert S
CFP®, Series 63, Series 66
Malvern, PA
Vanguard Advisers
Robert Sherrier Jr. is a CFP®-credentialed financial advisor with Vanguard Advisers, bringing 22 years of industry experience. He has worked at The Vanguard Group since 2016, following prior roles at USAA Financial Planning Services and Merrill. Sherrier also serves as a fiduciary with power of attorney responsibilities for immediate family members. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach to personalize asset allocations with Vanguard funds and ETFs. The firm manages a large number of client relationships through a combination of digital platforms and advisor teams.
Michael M
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Michael Murray is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes positions at The Vanguard Group, Vanguard Marketing Corporation, and Randstad. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that incorporates proprietary models and a wide range of customization options.
Stephen R
Series 66
Malvern, PA
Vanguard Advisers
Stephen Rispoli is a financial advisor with Vanguard Advisers, holding a Series 66 credential and beginning his industry career in 2026. Prior to joining Vanguard, he has held various roles including work with the Philadelphia Eagles and involvement in several small businesses. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models and primarily Vanguard funds and ETFs, offering customization options such as ESG and tax-aware features.
James B
CFP®, Series 63
Malvern, PA
Vanguard Advisers
James Broadnix is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2019. He has been associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2004. 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 investment approach and manages a large client base through a combination of digital platforms and advisor teams.
Glen D
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Glen Dubrowsky is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and over 20 years of experience in the industry. His prior roles include positions at Morgan Stanley, TD Private Client Wealth, E*TRADE Capital Management, Merrill, Bank of America, and Scottrade. He has been with Vanguard Advisers since 2026. 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 investment approach with portfolios constructed primarily from Vanguard funds and ETFs, supported by a large-scale digital platform and advisor team.
William T
CFP®, Series 63
Malvern, PA
Vanguard Advisers
William Thrane is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2019. He has been associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2014. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to asset allocation, primarily employing Vanguard funds and ETFs, and serves a large client base through a combination of digital platforms and advisor support.
James S
Series 66
Malvern, PA
Vanguard Advisers
James Silvano is a Series 66-licensed financial advisor at Vanguard Advisers with one year of industry experience. His prior work includes roles at The Vanguard Group and Vanguard Marketing Corporation. Outside of finance, he has been involved with Lascala's Fire since 2024. 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 to portfolio construction, primarily using Vanguard funds and ETFs, and serves a large client base through its digital platform and team servicing model.
Emily S
Series 66
Malvern, PA
Vanguard Advisers
Emily Samuels is a financial advisor at Vanguard Advisers with seven years of industry experience. She holds the Series 66 designation and has worked with Vanguard and its affiliates since 2019. Prior to that, she held positions at The Mather Group and Thrivent Financial. 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, offering various customization options and managing a large client base through its digital platform.
Emma B
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Emma Bertrando is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. She has held roles at The Vanguard Group, Vanguard Marketing Corporation, and previously worked at Raffensperger, Martin & Finkenbiner, CPA. Outside of her advisory career, she was involved with West Chester Henderson Girls Basketball for three years. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. Its investment approach is goal-based and algorithm-driven, utilizing proprietary models to personalize asset allocations and offering a range of portfolio customization options.
Kathryn Z
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Kathryn Zay is a CFP® professional with 20 years of industry experience, currently serving at Vanguard Advisers since 2019. She has been affiliated with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2006. Vanguard Advisers offers automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach and manages a large client base through a digital delivery platform supported by over 2,200 advisors.
Michael D
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Michael D'angelo 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 Vanguard group entities since 2021. His prior experience includes roles at De Lage Landen and involvement with the Ed Snider Youth Hockey Foundation. 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 with portfolios primarily constructed from Vanguard funds and ETFs, offering a range of customization options and managing a large scale of client relationships through its digital platform.
Kevin H
Series 63, Series 65
Wayne, PA
Vanguard Advisers
Kevin Huff is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at The Vanguard Group since 2017 and previously held positions at TIAA-CREF and PNC Wealth Management. Kevin’s spouse is a limited agent in an investment-related business. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs.
Tyler S
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Tyler Strano is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with The Vanguard Group since 2017. Outside of his advisory role, he was involved with Lightning Gaming from 2017 to 2023. 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 investment approach and manages client portfolios largely with Vanguard funds and ETFs.
Donald B
Series 66
Malvern, PA
Vanguard Advisers
Donald Binckes II is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds a Series 66 designation and has been with Vanguard Advisers since 2019, also working within related Vanguard entities since 2017. 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 with portfolios constructed mainly from Vanguard funds and ETFs, offering customization options alongside a large-scale digital platform serving hundreds of thousands of clients.
Joseph T
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Joseph Taylor is a financial advisor with Vanguard Advisers in Malvern, PA, holding a CFP® designation and Series 63 license. He has five years of industry experience, including prior roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Vanguard Advisers provides automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans. The firm combines algorithm-driven, goal-based portfolio construction with a broad range of Vanguard funds and ETFs, supporting customized investment strategies at scale.
Jad A
Series 66
Malvern, PA
Vanguard Advisers
Jad Abou Chacra is a financial advisor at Vanguard Advisers with one year of industry experience and holds the Series 66 designation. Prior to joining Vanguard, he worked at several firms including 118 North and First Watch Restaurants. Outside of finance, he is employed as a bartender at Ardmore Music Hall. 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, utilizing proprietary models to create personalized asset allocations primarily from Vanguard funds and ETFs.
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