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Drew B
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Drew Braverman is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked primarily with The Vanguard Group, Inc. since 2012, including roles at Vanguard Advisors, Inc. and Vanguard Marketing Corporation, as well as a brief tenure at Empower Financial Services, Inc. Vanguard Advisers provides investment advice through a combination of automated and human-supported services, serving retail investors and retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.
Spencer W
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Spencer Watkins is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with The Vanguard Group and its affiliated entities since 2016. 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 a range of customization options and managing hundreds of thousands of client relationships through a combined digital and advisor-supported platform.
Jonathan C
Series 66
Malvern, PA
Vanguard Advisers
Jonathan Compton is a Series 66-registered financial advisor at Vanguard Advisers with one year of advisory experience. He has been with The Vanguard Group and its affiliates since 2021. His earlier background includes time spent at The Pennsylvania State University and Conestoga High School. Vanguard Advisers provides 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 approach to portfolio construction, leveraging Vanguard funds and ETFs and offering customization options including ESG preferences and tax-aware strategies.
Caterina C
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Caterina Ciarlante is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Vanguard Advisers since 2019 and has concurrent roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Since 2024, she also serves as a trustee for an immediate family member’s investment trust. Vanguard Advisers delivers 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 approach using proprietary models to personalize asset allocations, primarily through Vanguard funds and ETFs, and manages a high volume of client relationships through its digital and team servicing platform.
Joshua N
Series 66
Malvern, PA
Vanguard Advisers
Joshua Newett is a Series 66-licensed financial advisor at Vanguard Advisers with one year of industry experience. Before joining Vanguard Advisers, he worked at Edward Jones for two years and has a background that includes roles in education and international service. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans with a goal-based, algorithm-driven investment approach that combines automated and human-supported advice. The firm manages a large client base through its digital platform and team servicing model, offering portfolios primarily composed of Vanguard funds and ETFs with various customization options.
Paul B
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Paul Bisbal is a financial advisor at Vanguard Advisers with 21 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Vanguard in 2025, he spent 15 years at TIAA and TIAA-CREF. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving 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, offering a range of customization options and tax-aware features.
Gregory Z
Series 66
Malvern, PA
Vanguard Advisers
Gregory Zegalia is a financial advisor at Vanguard Advisers with five years of industry experience. He holds the Series 66 designation and has worked at The Vanguard Group, JPMorgan Chase Bank, and J.P. Morgan Securities. 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, constructing portfolios primarily from Vanguard funds and ETFs with tax-aware features and a range of customization options.
Sung C
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Sung Cho is a CFP® with six years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with Vanguard in various capacities since 2019, including roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., and previously worked at Springboard Media. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, utilizing a goal-based, algorithm-driven approach with proprietary methodologies to set personalized asset allocations. The firm manages a large volume of client relationships through a combination of digital platforms and advisor teams, primarily focusing on retail and plan participant clients.
Deborah M
Series 66
Malvern, PA
Vanguard Advisers
Deborah Mier is a financial advisor at Vanguard Advisers with four years of industry experience. She holds a Series 66 designation and previously worked for Mier Communications, Inc. (dba Miercom) for 15 years before joining Vanguard in 2022. 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 and manages portfolios largely composed of Vanguard funds and ETFs.
Terry S
Series 66
Malvern, PA
Vanguard Advisers
Terry Stoneberg is a financial advisor at Vanguard Advisers with five years of industry experience. He holds a Series 66 designation and has worked at multiple Vanguard entities since 2025. Prior to joining Vanguard, he was employed at Randstad and NJM Insurance, and he also spent time involved with The Bridge Coffee & Community. 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 employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs.
Travis O
Series 66
Malvern, PA
Vanguard Advisers
Travis O Connor is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including The Vanguard Group, Firstrust Financial Resources, Equitable Advisors, Kelman and Magliari Management, Ameriprise Financial Services, Capital Analysts, and Lincoln Investment. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach utilizing proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.
Darrell M
Series 63, Series 65
Malvern, PA
Vanguard Advisers
Darrell Montgomery is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Vanguard Marketing Corporation, THE Vanguard Group, Inc., and prior experience with Quantify Wealth Solutions LLC and Spectrum Wealth Management, LLC. 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 client base through a combination of digital delivery and advisor support.
Maeghanfiona T
Series 63, Series 65
Malvern, PA
Vanguard Advisers
Maeghanfiona Talley Dyer is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with various Vanguard entities since 2010 and serves as an executive board member for NBIA Disorders, a nonprofit organization focused on fundraising. Vanguard Advisers delivers 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 with portfolios mainly composed of Vanguard funds and ETFs, combining digital scale with personalized investment strategies.
Adam H
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Adam Herdel is a financial advisor at Vanguard Advisers with three years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Vanguard entities since 2016, including Vanguard Investments Australia Ltd and Vanguard Marketing Corporation. Vanguard Advisers offers 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 approach to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor teams.
Ryan B
CFP®, Series 66
Malvern, PA
Vanguard Advisers
Ryan Bronowicz is a CFP® and Series 66-licensed financial advisor with 17 years of industry experience. He has worked at The Vanguard Group since 2017 and previously held roles at PNC Investments LLC and PNC Bank from 2013 to 2017. Bronowicz is based in Malvern, PA. Vanguard Advisers delivers automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.
Matthew D
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Matthew Devenney is a CFP® with 12 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2012. He holds a Series 63 license and is based in Malvern, PA. In addition to his advisory role, he assists in managing an immediate family member’s investment accounts in a limited fiduciary capacity. 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 methodologies and primarily invests in Vanguard funds and ETFs, offering a range of customization options and tax-aware strategies.
Praveen C
CFP®, Series 63, Series 65
Malvern, PA
Vanguard Advisers
Praveen Chand is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Vanguard Advisers in Malvern, PA. He has been with The Vanguard Group, Inc. since 2005. 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 methodologies and primarily constructs portfolios from Vanguard funds and ETFs.
Priya R
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Priya Ramchandran is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Vanguard since 2014 and teaches Zumba fitness classes outside of her advisory work. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios largely composed of Vanguard funds and ETFs.
Robert K
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Robert Kearns Jr. is a financial advisor with Vanguard Advisers, holding the Series 63 and Series 66 credentials and seven years of industry experience. He has been with The Vanguard Group, Inc. since 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, primarily constructing portfolios from Vanguard funds and ETFs while offering tax-aware and customization features.
Robert S
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Robert Stuart 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 The Vanguard Group since 2019. Prior to joining Vanguard, he worked at Randstad and Maggiano's Little Italy. 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 with portfolios constructed mainly from Vanguard funds and ETFs, offering various customization options and serving a large client base through its digital platform.
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