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Nicholas T

Series 66

Malvern, PA

Vanguard Advisers

Nicholas Tittanegro is a financial advisor with Vanguard Advisers holding a Series 66 designation. He has been with Vanguard and its affiliated entities since 2025. Prior to his current role, his experience includes positions at MidCap Financial and various educational and community organizations. 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 largely constructed from Vanguard funds and ETFs, offering customization features and serving a large client base through a combination of digital platforms and advisor support.

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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Ryan P

Series 63, Series 65

Malvern, PA

Vanguard Advisers

Ryan Porter is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Vanguard entities since 2017, including Vanguard Marketing Corporation and The Vanguard Group, Inc. Prior to that, he spent one year at Gordon College. Vanguard Advisers offers 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 investment approach, incorporating Vanguard funds and ETFs, with options for tax-aware strategies and portfolio customization.

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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Brian A

CFP®, Series 63, Series 65, Series 66

Malvern, PA

Vanguard Advisers

Brian Applestein is a CFP® with 24 years of industry experience, currently serving at Vanguard Advisers. He has been with The Vanguard Group since 2016, with prior roles at Realta Investment Advisors, Equitable Advisors, Trinity Wealth Partners, and Wells Fargo Clearing. 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 composed of Vanguard funds and ETFs, offering a range of customization options and managing a large client base through its digital delivery 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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Sharon R

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Sharon Riley is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with The Vanguard Group since 2002 and also serves as president of Sew Riley Design LLC, a quilting business. Additionally, she is involved with Media Presbyterian Church as a Banner Elk Youth Coordinator and chaperone for student mission trips. 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 with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through digital delivery and a team servicing model, focusing on personalized asset allocation and tax-aware investment 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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Kwame E

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Kwame Edwards is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior experience includes roles at Janney Montgomery Scott, Merrill Lynch, JPMorganChase Bank, and the Peace Corps. 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 Vanguard funds and ETFs, supported by a large digital 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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Julie A

Series 66

Malvern, PA

Vanguard Advisers

Julie Abbate is a financial advisor with Vanguard Advisers and holds a Series 66 designation. She has two years of industry experience and has worked at Vanguard entities since 2023. Outside of her advisory role, she is involved in retail and service work as a sales associate and bartender at Belladonna Gifts. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, serving 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.

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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Clifford H

Series 63, Series 65

Malvern, PA

Vanguard Advisers

Clifford Hart is a financial advisor at Vanguard Advisers with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments and Equitable Advisors. Outside of his advisory role, he is employed as a crew member in the food service industry. Vanguard Advisers provides 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 uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, offering various tax-aware and customization 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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Lauren W

CFP®, Series 63

Malvern, PA

Vanguard Advisers

Lauren Wybar is a CFP® with 20 years of industry experience, currently working at Vanguard Advisers. She has been with The Vanguard Group since 2006. 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 investment approach and manages a large client base through a combination of digital platforms and human 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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Ryan V

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Ryan Van Horn is a financial advisor at Vanguard Advisers with nine years of industry experience. He has been with The Vanguard Group since 2017 and previously attended The Pennsylvania State University. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm's approach uses goal-based, algorithm-driven methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs, supported by a large advisor team and 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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Aviva M

Series 66

Malvern, PA

Vanguard Advisers

Aviva Miller is a Series 66-licensed financial advisor with Vanguard Advisers, where she has worked since 2019. She has seven years of industry experience, including roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Prior to her advisory career, she was a homemaker for several years. 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 investment approach and manages client portfolios primarily through Vanguard funds and ETFs, combining scale with digital delivery and personalized service.

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 W

Series 63, Series 66

Malvern, PA

Vanguard Advisers

David Witmer is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He has worked with various Vanguard entities since 2020 and has prior experience at Target and Penn State University. 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 uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, offering various 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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John P

Series 63, Series 66

Malvern, PA

Vanguard Advisers

John Pinder is a financial advisor at Vanguard Advisers with 8 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at The Vanguard Group since 2018. Prior to that, he was employed at Randstad from 2016 to 2018. 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.

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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Kevin M

CFP®, Series 63

Malvern, PA

Vanguard Advisers

Kevin Miller is a CFP® with 21 years of industry experience, currently serving at Vanguard Advisers since 2005. He holds a Series 63 license and is based in Malvern, PA. Outside of his advisory role, he acts as an authorized agent for his spouse in a separate investment-related capacity. 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 to construct portfolios mainly from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through a digital platform supported by a substantial advisory 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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Joseph F

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Joseph Fosco is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with Vanguard entities since 2016 and currently serves at Vanguard Advisers in Malvern, PA. 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 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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Casey M

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Casey Mc Callister is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 designations and five years of industry experience. His career includes roles at The Vanguard Group, Inc., Vanguard Advisers, and Vanguard Marketing Corporation since 2021. Outside the financial industry, he has been involved with establishments such as The Keswick Tavern and The Preppy Palm. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s approach combines goal-based, algorithm-driven asset allocation with a large-scale digital platform and offers various portfolio customization options primarily using 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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John R

Series 63, Series 66

Malvern, PA

Vanguard Advisers

John Ryan is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2013. Vanguard Advisers provides both automated and human-supported investment advice, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages large-scale client relationships through a digital 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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George M

CFP®, Series 63, Series 66

Malvern, PA

Vanguard Advisers

George Mantzoros III is a CFP® with 18 years of industry experience, currently serving as an advisor at Vanguard Advisers. He 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 serves a large client base through its digital platform and more than 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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Thomas M

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Thomas Morano is a financial advisor at Vanguard Advisers with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Vanguard entities since 1998. Vanguard Advisers provides automated and human-supported investment advice through 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, constructing portfolios primarily from Vanguard funds and ETFs with various 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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Maxwell F

Series 66

Malvern, PA

Vanguard Advisers

Maxwell Freed is a Series 66 licensed financial advisor with Vanguard Advisers in Malvern, PA. He has one year of industry experience and has been with Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation since 2026. Prior to joining the financial industry, he held roles at Equitable Advisors, Ameriprise Financial Services, and various nonfinancial positions, including work in education and the food service industry. 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, offering tax-aware features and customization options 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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John Z

Series 66

Malvern, PA

Vanguard Advisers

John Zebuski is a financial advisor with Vanguard Advisers in Malvern, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he held roles at Eastern University and was involved with various organizations including Heiler Painting. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios largely constructed from Vanguard funds and ETFs. The firm is notable for its scale, digital delivery 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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