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Christopher M

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Christopher Mc Nulty is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 designations and nine years of industry experience. He has worked at various Vanguard entities since 2017 and previously attended Saint Joseph's University. 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 with personalized asset allocations primarily using Vanguard funds and ETFs. The firm manages a large client base through a digital platform supported by over 2,200 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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Maureen B

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Maureen Bittner Tait is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and having four years of industry experience. Her career includes roles at Vanguard Marketing Corporation, THE Vanguard Group, Broad Street Financial LLC, Sei Investments, and Key Financial, Inc. Vanguard Advisers provides automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized asset allocations, largely utilizing 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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Gabriel B

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Gabriel Barakat 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 multiple Vanguard affiliates since 2021. Prior to joining Vanguard, his background includes roles in various sectors such as education and logistics. Vanguard Advisers provides automated and human-supported investment advice through its 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 portfolios mainly 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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Traci C

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Traci Coles is a financial advisor at Vanguard Advisers with 19 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at QVC. 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 utilizes proprietary methodologies and Vanguard funds to create personalized 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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Jeremy L

CFP®, Series 63

Malvern, PA

Vanguard Advisers

Jeremy Laster is a CFP® with 18 years of experience, currently affiliated with Vanguard Advisers. He has worked at The Vanguard Group, Inc. since 2007 and is the owner of Jeremy Laster Landscaping, a landscaping business he has operated since 2017. Vanguard Advisers provides both automated and human-supported investment advice, serving retail investors and participants in employer-sponsored retirement plans. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized asset allocations primarily through 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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Alain S

CFP®, Series 63

Malvern, PA

Vanguard Advisers

Alain St. Hilaire is a CFP® with five years of experience, currently serving as a financial advisor at Vanguard Advisers. He previously worked at Wells Fargo for 15 years and has been affiliated with several Vanguard entities since 2021. He also served with the Valley Forge Minutemen from 2022 to 2024. 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 with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a digital platform supported by a team of over 2,200 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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Nathan H

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Nathan Hansen is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at Vanguard Marketing Corporation, The Vanguard Group, and Morgan Stanley. 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 models to create personalized portfolios mainly 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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Aston W

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Aston White is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He has been employed with The Vanguard Group and its affiliates since 2017. Outside of his advisory role, White serves as an assistant wrestling coach at Rustin High School. 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 using primarily Vanguard funds and ETFs and manages a large client base through its digital delivery platform combined with a team servicing model.

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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Syed A

CFP®, Series 63

Malvern, PA

Vanguard Advisers

Syed Ali is a CFP® professional with 21 years of industry experience, currently serving at Vanguard Advisers in Malvern, PA. He has been with The Vanguard Group, Inc. since 2011 and has been self-employed since 2019. Outside of his advisory role, he works as a contract driver for Uber. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with 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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Connor M

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Connor Mcguire is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at The Vanguard Group since 2019 and has prior experience in various roles including at West Chester University and Giant Food Stores. Vanguard Advisers offers a combination of automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to construct portfolios mainly from Vanguard funds and ETFs, managing a high volume of client relationships through its 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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Laurie M

CFP®, Series 63

Malvern, PA

Vanguard Advisers

Laurie Meade is a CFP® with 10 years of industry experience, currently working at Vanguard Advisers. Her background includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., where she has been employed since 2017. She previously worked at Robert Half and Target. Vanguard Advisers offers automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios largely composed of Vanguard funds and ETFs, combining digital delivery with 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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Hope G

CFP®, Series 66

Malvern, PA

Vanguard Advisers

Hope Gerban is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2017. Prior to this, she held roles at organizations including the American Red Cross and Haverford Area YMCA. Outside of her advisory work, she leads weight loss classes for Weight Watchers of Philadelphia. Vanguard Advisers provides automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and constructs portfolios mainly from Vanguard funds and ETFs, offering a broad range of 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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Daniel R

Series 63, Series 65

Malvern, PA

Vanguard Advisers

Daniel Rubin is a financial advisor at Vanguard Advisers with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2006. Vanguard Advisers offers automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary methodologies to create personalized asset allocations mainly 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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Praveen C

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Praveen Chelli is a financial advisor with Vanguard Advisers based in Malvern, PA, holding Series 63 and Series 66 certifications and bringing 16 years of industry experience. He has been with Vanguard Advisers since 2020 and has worked with related Vanguard entities since 2000. Outside of his advisory role, he is involved in blogging and has a sales position in a separate self-employed 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 approach using proprietary models and offers customizable portfolios mainly composed of Vanguard funds and ETFs, supported by a large advisor team servicing a broad client base.

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

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Nicholas Simone is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and eight years of industry experience. He has been with The Vanguard Group since 2018 and previously worked at Ranstad and Visual Innovations. 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 models to create personalized asset allocations, managing a large client base through a combination of digital platforms and advisory 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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Jessica P

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Jessica Poulton is a financial advisor at Vanguard Advisers with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Wells Fargo and Equitable Advisors. Poulton is based in Malvern, PA. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and primarily invests in Vanguard funds and ETFs, offering features such as tax-awareness 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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Sarah S

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Sarah Stein is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at The Vanguard Group since 2017 and previously held positions at J.P. Morgan Securities and JPMorgan Chase bank NA. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with proprietary methodologies to personalize asset allocations and manages a large client base through its automated platform and team servicing model.

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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Brent R

Series 63, Series 65

Malvern, PA

Vanguard Advisers

Brent Regaldi is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His previous roles include positions at Delaware Investments and Macquarie Investment Management Business Trust. He is based in Malvern, Pennsylvania. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs, with a focus on scalability and digital delivery.

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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Ralph R

Series 66

Malvern, PA

Vanguard Advisers

Ralph Riedel Jr. is a financial advisor at Vanguard Advisers with three years of industry experience. He holds the Series 66 designation and has worked at Vanguard Advisers since 2023. Prior to that, he was self-employed and worked at McKinsey & Company. Outside of his advisory role, he serves as the treasurer on his local homeowners association board. 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, combining digital delivery with a team servicing model at scale.

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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Ethan K

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Ethan Kendzulak is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments and Vanguard Marketing Corporation. Vanguard Advisers provides 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 uses a goal-based, algorithm-driven investment approach with portfolios primarily constructed 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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