Brooks Desjardins is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with Vanguard Marketing Corporation and THE Vanguard Group, Inc. since 2012. Vanguard Advisers provides investment advice through a combination of automated and human-supported services, targeting retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach centered on proprietary models and primarily invests in Vanguard funds and ETFs.

Nicole Ripper is a financial advisor at Vanguard Advisers with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with The Vanguard Group since 2008. 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 and primarily constructs portfolios from Vanguard funds and ETFs, offering extensive customization and tax-aware features.

Blake Tomasco is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at The Vanguard Group, Vanguard Marketing Corporation, and QVC, among others. Outside of advising, he is involved with Tomasco Collectibles and Vending LLC. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s goal-based, algorithm-driven approach uses proprietary models and primarily Vanguard funds and ETFs to create personalized portfolios with various customization options.

Amanda Mulhall is a Series 66-credentialed advisor with Vanguard Advisers in Malvern, PA. She has one year of industry experience and has been with Vanguard and its related entities since 2026. Prior to joining Vanguard, she worked at the Spring-Ford Country Club and has experience in education from roles at Spring-Ford Area High School and Middle School. 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 a range of customization options and serving a large client base through its digital platform and extensive advisor team.

Calen Ulmer is a financial advisor with Vanguard Advisers, holding a Series 66 credential and one year of industry experience. Prior to joining Vanguard in 2025, Ulmer worked in various roles including at Enterprise Mobility and the Sanctuary Wellness Institute. Outside of his advisory work, he is contracted with DoorDash for delivery services. 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, constructing portfolios primarily from Vanguard funds and ETFs with options for tax-aware features and customization.

Thomas Dougherty is a CFP® with 10 years of experience at The Vanguard Group, Inc., where he has worked since 2016. He holds Series 63 and Series 65 licenses and is based in Malvern, PA. Vanguard Advisers provides 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 with portfolios mainly composed of Vanguard funds and ETFs, offering various customization options and tax-aware features.

Cheryl Hammerstone is a financial advisor with Vanguard Advisers, holding Series 63, 65, and 66 licenses and having 19 years of industry experience. She has been with The Vanguard Group since 2010. Vanguard Advisers offers 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 asset allocation, largely employing Vanguard funds and ETFs, and manages a high volume of client relationships through its digital platform and advisor team model.

Brian McGinnis is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and possessing 19 years of industry experience. He has worked at Vanguard since 2007 and serves as an elected official on the West Chester Borough Council. 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 portfolios largely composed of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisor teams.

Anthony Piscitelli is a CFP®-credentialed financial advisor with 26 years of industry experience. He is currently with Vanguard Advisers and has held roles at The Vanguard Group, Inc. and Vanguard Marketing Corporation since 1998. 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 set personalized asset allocations, primarily constructing portfolios from Vanguard funds and ETFs with various tax-aware and customization features.

David Estrella is a CFP® with 19 years of experience in the financial services industry, currently serving at Vanguard Advisers since 2007. He holds the Series 63 designation and 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 employs a goal-based, algorithm-driven investment approach using proprietary models and Vanguard funds to construct personalized portfolios, managing a large client base through a combination of digital platforms and advisor teams.

Mary Roysdon is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. Her prior work includes roles at Morgan Stanley, Edelman Financial Engines, Transamerica, and multiple positions within The Vanguard Group. Vanguard Advisers offers automated and human-supported investment advice through 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 using proprietary models to construct portfolios mainly from Vanguard funds and ETFs, with various tax-aware and customization features.

Yi Liu is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2019. Liu has been affiliated with Vanguard entities since 2014, including Vanguard Marketing Corporation and The Vanguard Group, Inc. 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 to set personalized asset allocations, with portfolios largely composed of Vanguard funds and ETFs.

Dana Kulp is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. Prior to joining Vanguard, she worked at Fidelity Investments and held self-employed roles in the financial sector. 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 portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through digital delivery and a team servicing model.

Charles Minnich V is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. His career includes roles at Vanguard Marketing Corporation and The Vanguard Group, INC., alongside previous positions in both retail and research organizations. 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 employs a goal-based, algorithm-driven investment approach, primarily using Vanguard funds and ETFs, and is notable for its scale and digital delivery model.

Kristen Cortez is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked with Vanguard Marketing Corporation and The Vanguard Group since 2018. Outside of her advisory role, she participates in market research studies and serves as a full agent for an immediate family member’s investment accounts. 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 tailor personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Daniel Quinn is a CFP® with 21 years of experience in the investment industry and has been with The Vanguard Group since 2005. He is based in Malvern, PA, and holds the Series 63 designation. Vanguard Advisers provides automated and human-supported investment advice mainly 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 primarily from Vanguard funds and ETFs.

Vincent Maimone is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His career includes prior roles at Capital One Investing and Equitable Advisors. He is based in Malvern, PA and holds the Series 66 designation. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Tarjani Mehta is a Series 66 credentialed financial advisor with Vanguard Advisers in Malvern, PA, and has four years of industry experience. Her work history includes roles at The Vanguard Group, Inc., Edelman Wealth Management, and self-employment. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through both automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options.

Christopher Yamamoto is a Series 66-licensed financial advisor at Vanguard Advisers with three years of industry experience. He has been with Vanguard Advisers, The Vanguard Group, Inc., and Vanguard Marketing Corporation since 2022. Prior to his current role, he worked at Pro-Spect Inspection Services and held positions in the hospitality industry. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing automated and human-supported investment advice through its Digital Advisor and Personal Advisor services. The firm employs a goal-based, algorithm-driven approach using proprietary models and predominantly invests in Vanguard funds and ETFs.

Thomas Egan II is a financial advisor at Vanguard Advisers with five years of industry experience. He holds a Series 66 designation and has been with Vanguard Advisers since 2021. His prior experience includes roles at Morgan Stanley and Equitable Advisors, LLC. 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 construction, primarily using Vanguard funds and ETFs, and manages a large number of client relationships through its digital platform and team servicing model.