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Hale H

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Hale Hollis is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Vanguard-affiliated entities since 2021. Outside of his advisory role, he has been involved with Stonewall Golf Course in various capacities since 2012. Vanguard Advisers delivers automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary models and primarily Vanguard funds and ETFs to construct personalized portfolios.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Austin B

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Austin Born is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at various Vanguard affiliates since 2019 and previously held roles at Ranstadt, Bryn Mawr Trust Company, and Saint Joseph's University. Outside of his advisory work, Born is employed in janitorial services at Clean Right Building Services, Inc. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach with portfolios constructed largely from Vanguard funds and ETFs, utilizing proprietary models and customization options to personalize asset allocations.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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John D

Series 63, Series 66

Malvern, PA

Vanguard Advisers

John Devenney III is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and four years of industry experience. He has been with Vanguard in various capacities since 2022. Outside of finance, he has worked as a contracted delivery driver for Amazon Flex. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisory services for retail investors and retirement plan participants. 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 client base through its scalable digital platform.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Nicholas S

CFP®, Series 63

Malvern, PA

Vanguard Advisers

Nicholas Saggers is a CFP® with 29 years of industry experience, currently serving at Vanguard Advisers. He has been affiliated with The Vanguard Group, Inc. and its related entities since 1995. 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 to asset allocation, primarily utilizing Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor teams.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Paul G

CFP®, Series 63, Series 66

Malvern, PA

Vanguard Advisers

Paul Grippi is a CFP® credentialed financial advisor with 16 years of industry experience, currently associated with Vanguard Advisers. His prior experience includes roles at Janney Montgomery Scott LLC, Sinclair Broadcasting, Assurance IQ, and as a self-employed contractor selling Medicare insurance. He is based in Malvern, PA. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach, primarily investing in Vanguard funds and ETFs, and manages a large client base with over 2,400 advisors.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Joseph M

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Joseph Mcmaster is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Vanguard Marketing Corporation and THE Vanguard Group, Inc., alongside his current position. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies and primarily constructs portfolios with Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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David B

Series 66

Malvern, PA

Vanguard Advisers

David Beagle is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Wells Fargo Clearing, PNC Wealth Management, and Ameriprise. He also engages in residential rental property management as a landlord. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through both automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios mainly composed of Vanguard funds and ETFs, emphasizing scalable digital delivery alongside personalized asset allocation.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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John W

CFA®, Series 63

Malvern, PA

Vanguard Advisers

John Wolfersberger is a CFA® charterholder with 20 years of industry experience. He is currently with Vanguard Advisers and has been affiliated with Vanguard entities since 2004, including Vanguard Marketing Corporation and The Vanguard Group, Inc. He holds a Series 63 license. 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 investment approach using proprietary methodologies and offers portfolios constructed mainly from Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Marcus C

CFP®, Series 63

Malvern, PA

Vanguard Advisers

Marcus Carter is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2021. He has been associated with The Vanguard Group and its related entities since 1997. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages a high volume of client relationships through its scalable digital platform.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Chris L

Series 66

Malvern, PA

Vanguard Advisers

Chris Lascarides is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at LPL Financial, M&T Securities, Cetera Advisor Networks LLC, and Vicus Capital, Inc. He maintains an insurance license. 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 to set personalized asset allocations, investing largely in Vanguard funds and ETFs with tax-aware features and customization options.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Michael D

CFP®, Series 63

Malvern, PA

Vanguard Advisers

Michael Daly is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2017. He has also held roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2013. 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 approach using proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Zanelle S

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Zanelle Sutton is a financial advisor at Vanguard Advisers with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Vanguard since 2005, including roles with Vanguard Marketing Corporation and The Vanguard Group, Inc. Prior to joining Vanguard Advisers in 2025, she worked briefly at Amazon in 2018. Vanguard Advisers offers 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 composed primarily of Vanguard funds and ETFs, providing customization options and tax-aware strategies.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Matthew B

Series 63, Series 65, Series 66

Malvern, PA

Vanguard Advisers

Matthew Barbacane is a financial advisor at Vanguard Advisers with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Vanguard Advisers since 2019. He also works with Vanguard Marketing Corporation and The Vanguard Group, Inc., where he has held roles since 2015. 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 composed of Vanguard funds and ETFs, serving a large client base through a combination of digital platforms and advisor teams.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Kieran S

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Kieran Smith is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and six years of industry experience. His prior experience includes five years at Cantor Fitzgerald & Co. and roles at Mitsubishi International Food Ingredients, Inc. and Osaic Wealth, Inc. 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 mostly from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Richard S

Series 66

Malvern, PA

Vanguard Advisers

Richard Sobel is a Series 66 credentialed financial advisor with 17 years of industry experience. He has worked at Vanguard Advisers and its affiliates since 2020, following prior roles at Citizens Securities and Bank of America/Merrill. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models and offers a wide range of portfolio customization options, managing hundreds of thousands of client relationships through a large advisor team and automated platform.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Jakob N

Series 66

Malvern, PA

Vanguard Advisers

Jakob Nines is a financial advisor with Vanguard Advisers, holding a Series 66 designation and bringing nine years of industry experience. He has worked at Vanguard Advisers since 2024 and previously held roles at Lincoln Financial Advisors and US Mortgage Line. Vanguard Advisers serves retail investors and eligible employer-sponsored retirement plan participants through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models and primarily invests in Vanguard funds and ETFs, offering tax-aware and customizable portfolio options.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Tyler O

Series 66

Malvern, PA

Vanguard Advisers

Tyler O'Connell is a financial advisor at Vanguard Advisers with three years of industry experience. He holds a Series 66 designation and has worked in various roles including consulting and community engagement prior to joining Vanguard. Outside of his advisory role, he is involved with Jasper's Backyard, an entrepreneurial venture. 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 to construct personalized portfolios primarily from Vanguard funds and ETFs, serving a large client base through its digital platform and extensive advisor team.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Joshua S

CFP®, Series 63

Malvern, PA

Vanguard Advisers

Joshua Shapin is a CFP® with three years of industry experience, currently advising at Vanguard Advisers. He has been with Vanguard-affiliated entities since 2022 and previously worked in education and retail sectors. Vanguard Advisers provides both 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 using proprietary models and primarily invests in Vanguard funds and ETFs, serving a large client base through a digital delivery platform.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Stephen N

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Stephen Notebaert is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing three years of industry experience. He is also the owner and operator of Bird Dog Custom Woodwork, LLC, a woodworking business. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans with goal-based, algorithm-driven portfolios built mainly from Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Mark D

CFP®, Series 66

Malvern, PA

Vanguard Advisers

Mark Druckenmiller is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. since 2016. 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 using proprietary methodologies and constructs portfolios mainly from Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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