Sharon Davis is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked with The Vanguard Group, Inc. and Prepaid Legal Services, Inc. Outside of her advisory role, she operated an Etsy store called Suranspecialties and was involved in Alz For Mom Notary Services LLC. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a large team of advisors serving a broad client base.

John Pulcinella is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 2016 and has also been self-employed since 2019. Outside of his financial advisory work, John is involved in acting. Vanguard Advisers provides automated and human-supported investment advice through services like Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving 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 various customization options.

Jimmy To is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citizens Securities, TD Private Client Wealth, TD Bank, and HSBC. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach featuring proprietary models and primarily Vanguard funds and ETFs, serving a large client base through a digital platform supported by a team of over 2,200 advisors.

Joseph Marcelli is a CFP® with four years of industry experience, currently serving as a financial advisor at Vanguard Advisers. Prior to joining Vanguard, he worked for six years at The Glenmede Trust Company, N.A. He is involved in fundraising for the High Fives Foundation, a nonprofit organization. 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.

Michael Paternostro is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior roles include positions at Prudential, LPL Enterprise, and multiple Vanguard entities. Outside of advisory work, he is a mortgage loan originator with Vanguard Lending LLC, focusing on residential loan origination. Vanguard Advisers provides automated and human-supported investment advice for retail investors and employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that incorporates personalized asset allocations and tax-aware strategies. The firm manages a large number of client relationships with a digital delivery model supported by over 2,400 advisors.

Stephens Morillo is a financial advisor with Vanguard Advisers, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., where he has been employed since 2017, along with prior experience at Mid Atlantic Resource Group and Financial Planning Academy. Vanguard Advisers offers 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 constructed from Vanguard funds and ETFs, with a focus on scalability and digital delivery.

Eli Cohen is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior roles include positions at Fisher Investments and PNC Wealth Management. He is based in Malvern, PA. Vanguard Advisers provides 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 diversified portfolios primarily composed of Vanguard funds and ETFs.

Brian Schaub is a CFP® with 27 years of industry experience. He has been with The Vanguard Group Inc. since 2002. He holds a Series 63 designation and is based in Malvern, PA. Vanguard Advisers provides both 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 asset allocations and manages a large client base through its digital platform and team servicing model.

Margaret Anderson is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. She has been with The Vanguard Group, Inc. since 2022 and previously held positions at Temple University and in the retail sector. 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 management, primarily using Vanguard funds and ETFs, and offers a range of customization options including tax-aware strategies and ESG considerations.

Jason Kinney is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with The Vanguard Group since 2015. Vanguard Advisers offers 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 asset allocations, predominantly featuring Vanguard funds and ETFs.

Mark Christman is a CFP® with 14 years of industry experience and has been with The Vanguard Group, Inc. since 2009. He is based in Malvern, PA, and holds a Series 63 license. 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 investment approach and manages a large number of client relationships through its digital platform and extensive advisory team.

Michael Mc Nally is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at The Vanguard Group, Inc. since 2016 and previously was associated with the Philadelphia Cricket Club. 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, combining scale with digital delivery to serve a large client base efficiently.

Joseph Haney is a CFP® with 18 years of experience in the financial industry. He has been with The Vanguard Group, Inc. since 2011 and is currently associated with Vanguard Advisers. 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 with portfolios constructed mainly from Vanguard funds and ETFs, supported by a large team of advisors and a digital delivery platform.

Hilary Hayes is a Series 66-licensed financial advisor with Vanguard Advisers, based in Malvern, PA, with four years of industry experience. Alongside her advisory role, she owns and manages a restaurant business, handling payroll, tax filings, bookkeeping, and human resources tasks. Vanguard Advisers delivers 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 to portfolio construction using Vanguard funds and ETFs, and it serves a large client base through its digital platform and extensive advisory team.

Matthew Harter is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, Private Advisor Group, and Radnor Financial Advisors. Outside of financial services, he was involved with Backyard Beans Coffee Company. 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 and constructs portfolios primarily from Vanguard funds and ETFs.

Matthew Rueter is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to Vanguard, he worked at Equitable Advisors and has experience in retail sales through his involvement with Rueter's Christmas Trees. Outside of finance, he has operated small businesses providing lawn maintenance and golf caddie services. Vanguard Advisers serves retail investors and eligible retirement plan participants through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach focused on personalized asset allocations, primarily using Vanguard funds and ETFs, and manages a high volume of client relationships through its digital platform and team servicing model.

Trevor Brockwell is a Series 66-licensed advisor at Vanguard Advisers with one year of industry experience. His prior work includes roles at Police and Fire Federal Credit Union and entrepreneurial activities such as operating a business named Sweetly Scooped. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that utilizes proprietary models and Vanguard funds and ETFs.

Marlene Matula is a financial advisor at Vanguard Advisers with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Vanguard-affiliated entities since 2017. Vanguard Advisers delivers 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 using proprietary methodologies and primarily constructs portfolios from Vanguard funds and ETFs.

Shari Morelli is a financial advisor at Vanguard Advisers with a Series 66 credential and three years of industry experience. Her prior work includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of finance, she has experience in education and nonprofit sectors, including positions with the Lower Merion School District and Mainline Reform Temple. Vanguard Advisers offers both 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 to develop personalized asset allocations, managing portfolios mainly composed of Vanguard funds and ETFs.

Rachel Anderson is a financial advisor at Vanguard Advisers with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several Vanguard entities since 2022. Prior to joining Vanguard Advisers, she held roles at Aramark and Main Line Health among others. 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 various customization options and tax-aware features.