Garrett Fitzgerald is a financial advisor with Vanguard Advisers in Malvern, PA. He holds the Series 66 designation and has two years of industry experience. He has worked in various roles within Vanguard since 2024 and is also the owner of Unlimited-Sod Company, a landscaping business. Vanguard Advisers offers automated and human-supported investment advice for retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Luke Griese is a financial advisor with Vanguard Advisers holding a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. He also previously worked at Infinia Search and AP Benefit Advisors, LLC. Vanguard Advisers provides 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 methodologies to create personalized portfolios primarily constructed from Vanguard funds and ETFs.

Tyler Caton is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Pennsylvania Advisory Services, Inc., Harrisburg Insurance Services, and Elizabethtown College. 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 featuring proprietary models and constructs portfolios mainly from Vanguard funds and ETFs, emphasizing scalability through its digital platform and large advisor team.

Tiana Patillo is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She is also the owner of Patillo Enterprises, LLC, a financial literacy business. Vanguard Advisers provides 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 Vanguard funds and ETFs.

Andrew Warner is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior roles include positions at Sequence Wealth Management and Sarona Ventures. Warner’s background also includes work at Tulane University and various other organizations. 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 portfolios largely composed of Vanguard funds and ETFs, offering a range of customization options.

Andrea Cohen is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and having 16 years of industry experience. She has been with The Vanguard Group, Inc. since 2011. 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 portfolio construction, primarily utilizing Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and a team servicing model.

Connor Smith is a CFP® with seven years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has worked at various Vanguard entities since 2019 and previously held roles at Randstad and Appoquinimink School District. Vanguard Advisers offers 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 and constructs portfolios mainly from Vanguard funds and ETFs, with options for customization and tax-aware features.

James Roselli is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with The Vanguard Group since 2006. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach that incorporates proprietary models to set personalized asset allocations, with portfolios built mainly from Vanguard funds and ETFs and offering various customization options.

Daniel Tremblay is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard Advisers since 2021. Prior to this, he was associated with Vanguard Marketing Corporation and The Vanguard Group starting in 2019. 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 a wide range of customization options.

Benjamin Cohen is a CFP® with 19 years of industry experience currently serving at Vanguard Advisers since 2010. He has also been affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2007. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach uses a goal-based, algorithm-driven methodology with portfolios constructed largely from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Michael Ursomarso is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. He has worked at The Vanguard Group since 2019 and previously spent four years at Lincoln Financial Distributors. 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 that incorporates proprietary models and primarily invests in Vanguard funds and ETFs, offering a range of customization options and managing hundreds of thousands of client relationships with a combination of digital and team servicing.

Matthew Lodise is a financial advisor at Vanguard Advisers with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with The Vanguard Group, Inc. since 2005. Vanguard Advisers provides 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 with proprietary methodologies to construct personalized portfolios primarily from Vanguard funds and ETFs.

Ryan Ness is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at The Ridgewood Country Club and Barnaby's of America, along with a ten-year tenure at West Chester 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 asset allocation, primarily employing Vanguard funds and ETFs, and offers a range of customization options including ESG and tax-aware features.

Donna Laine Sivick is a financial advisor at Vanguard Advisers with Series 66 and Series 63 credentials and four years of industry experience. Her prior work includes positions at Target Corporation, Best Buy, CVS, and Office Depot before joining Vanguard in 2022. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach and primarily constructing portfolios from Vanguard funds and ETFs. The firm manages a large number of client relationships through a combination of digital platforms and advisory teams.

Mitchell Wonboy is a financial advisor at Vanguard Advisers with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Merrill, Bank of America, Equitable Financial Life Insurance, and Fisher Investments. 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 constructed primarily from Vanguard funds and ETFs, supported by a digital delivery model and a large team of advisors.

De Yana Mungro is a financial advisor at Vanguard Advisers with seven years of industry experience. Prior to joining Vanguard in 2026, she worked at New York Life Insurance Company and Wells Fargo Bank NA. In addition to her advisory role, she owns and manages a real estate investment business. 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 tailor asset allocations, primarily utilizing Vanguard funds and ETFs, and serves a large client base through a combination of digital platforms and advisor teams.

Tucker Rolen is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and five years of industry experience. He has been with Vanguard Marketing Corporation and The Vanguard Group since 2021. Prior to that, he held various roles in different industries, including sports turf management and beverage distribution. 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 create personalized asset allocations, primarily through Vanguard funds and ETFs.

Ryan Keefe is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Cetera Wealth Services, and Voya Financial Advisors. Vanguard Advisers provides 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 uses a goal-based, algorithm-driven investment approach with personalized asset allocations largely constructed from Vanguard funds and ETFs.

Michael Moyer is a CFP® with 13 years of industry experience, currently serving at Vanguard Advisers in Malvern, PA. He has been with The Vanguard Group, Inc. since 2013 and has operated a separate sales business since 2020. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. Its investment approach uses a proprietary glide-path methodology and the Vanguard Capital Markets Model to create personalized, goal-based portfolios primarily composed of Vanguard funds and ETFs.

Christopher Gange is a financial advisor at Vanguard Advisers with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley, E*Trade Securities, and PNC Investments. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, 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 a digital platform supported by a large advisory team.