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Timothy G

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Timothy Galvan is a financial advisor at Vanguard Advisers with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked in both the financial services and gaming industries. His background includes roles at Vanguard Advisers, The Vanguard Group, Rivers Casino PHL, and Caesar's Entertainment. 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 investment approach, constructing portfolios primarily from Vanguard funds and ETFs with 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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Ryan L

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Ryan Lynch is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked at several Vanguard affiliates since 2025. Prior to joining Vanguard, he was employed by Equitable Advisors and has experience working and studying at Elon University. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with portfolios primarily composed of Vanguard funds and ETFs, providing extensive customization 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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Shawn G

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Shawn Gill is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and with 12 years of industry experience. He has worked at The Vanguard Group, Inc. since 2013. Vanguard Advisers offers both 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.

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 F

Series 63, Series 65

Malvern, PA

Vanguard Advisers

David Federico is a financial advisor at Vanguard Advisers with 19 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he serves as a Sergeant First Class and Operations Supervisor in the U.S. Army Reserve. 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 that incorporates proprietary models 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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Patrick F

Series 66

Malvern, PA

Vanguard Advisers

Patrick Flynn is a financial advisor at Vanguard Advisers with five years of industry experience. He holds the Series 66 credential and has worked at Vanguard-related entities since 2021. Prior to Vanguard, he held positions at TD Bank and Northwestern Mutual, and he was involved with the Rocky Run YMCA from 2015 to 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 with portfolios primarily constructed from Vanguard funds and ETFs, supported by a large team serving a high volume of clients through digital and team-based delivery models.

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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Patrick B

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Patrick Broderick is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 designations and with 10 years of industry experience. His career includes roles at Prudential Annuities Distributors, Prudential Insurance Company of America, and Lincoln Financial Distributors. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based and algorithm-driven approach centered on proprietary glide-path methodology and the Vanguard Capital Markets Model. The firm manages a significant client base with a high advisor-to-client ratio, primarily focusing on retail and plan participants, and offers a range of personalized portfolio 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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Matthew I

Series 63, Series 65, Series 66

Malvern, PA

Vanguard Advisers

Matthew Igus is a financial advisor with Vanguard Advisers, holding Series 63, 65, and 66 designations and 11 years of industry experience. His prior work includes roles at Citigroup, Wells Fargo, HSBC, and PNC Investments. Vanguard Advisers offers 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 primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a high client-to-advisor ratio enabled by its 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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Stephen S

CFP®, Series 63, Series 65

Malvern, PA

Vanguard Advisers

Stephen Speers Jr. is a CFP® with 31 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2016. He has been with The Vanguard Group, Inc. and its affiliate Vanguard Marketing Corporation since 1995. 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 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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Clare M

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Clare Monte is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Vanguard Advisers, Clare worked at The Vanguard Group, Inc. and Vanguard Marketing Corporation, as well as roles outside the financial sector including positions at CapGemini and educational institutions. 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 build portfolios primarily from Vanguard funds and ETFs, offering a range of customization options including tax-aware features and ESG considerations.

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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Edward B

Series 63, Series 65

Malvern, PA

Vanguard Advisers

Edward Blanchard Jr. is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at LPL Financial, Empower Financial Wellness, and Park Avenue Securities. 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 primarily invests in 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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Jimmy S

Series 63, Series 65

Malvern, PA

Vanguard Advisers

Jimmy Silvano is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with The Vanguard Group since 1992. 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 a large client base through its 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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William T

Series 63, Series 66

Malvern, PA

Vanguard Advisers

William Tavico Juan is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and two years of industry experience. His previous roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and AT&T. Outside of his advisory work, he serves as a service member in the United States Marine Corps and operates a coffee wholesaling 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 with personalized asset allocations 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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Matthew D

CFP®, Series 63

Malvern, PA

Vanguard Advisers

Matthew D'antonio is a CFP®-credentialed financial advisor with 31 years of industry experience. He has been with The Vanguard Group, Inc. since 1991. 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 utilizes a goal-based, algorithm-driven investment approach with 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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Robert W

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Robert Whitlock is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 registrations and 16 years of industry experience. He has been with Vanguard Advisers since 2020 and affiliated with The Vanguard Group and Vanguard Marketing Corporation since 2011. Whitlock serves as a limited agent in a fiduciary capacity for immediate family members. Vanguard Advisers offers both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. Its investment approach is goal-based and algorithm-driven, utilizing proprietary models and predominantly 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 P

Series 63, Series 66

Malvern, PA

Vanguard Advisers

John Procak is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with The Vanguard Group since 2017 and previously worked at Randstad. Outside of his advisory role, he has served as a basketball referee with PIAA since 2008. 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, utilizing proprietary models and largely Vanguard funds and ETFs to create 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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Matthew S

Series 63, Series 65

Malvern, PA

Vanguard Advisers

Matthew Smith is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with The Vanguard Group, Inc. since 2011. Vanguard Advisers offers both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach with portfolios largely composed of Vanguard funds and ETFs, supported by a large advisory team and 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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Alfred A

Series 66

Malvern, PA

Vanguard Advisers

Alfred Amato III is a Series 66-licensed financial advisor with five years of experience, currently with Vanguard Advisers. He has worked at various Vanguard entities since 2021 and has additional experience at firms including Randstad and Northwestern Mutual. Outside of advising, he operates an eBay sales business. 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 and portfolios primarily constructed from Vanguard funds and ETFs. The firm serves hundreds of thousands of clients through a large advisor team and emphasizes digital delivery alongside personalized asset allocation 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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Sean M

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Sean Molloy is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Randstad and Creative Capital Wealth Management Group. He is also affiliated with West Chester University of Pennsylvania. 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 investment approach with portfolios constructed mainly 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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Matthew H

Series 63, Series 65

Malvern, PA

Vanguard Advisers

Matthew Hildebrand is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at The Vanguard Group since 2005 and has been self-employed since 2017, providing career coaching as an independent contractor outside of his advisory role. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach and portfolios constructed mainly from Vanguard funds and ETFs. The firm serves a large client base with a digital delivery model and emphasizes personalized asset allocations across various savings goals.

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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Jon E

CFP®, Series 63

Malvern, PA

Vanguard Advisers

Jon Engleman is a CFP® professional with 17 years of industry experience. He has been with Vanguard Advisers since 2011 and also holds roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Engleman is based in Malvern, PA. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to construct portfolios mostly from Vanguard funds and ETFs, supported by a large advisor team managing a high volume of client relationships.

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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