Vincent Ham is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Malvern, PA. He has been with The Vanguard Group, Inc. since 2004. 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 investment approach primarily using Vanguard funds and ETFs, and is notable for its scale and digital delivery model.

Kacie Ryan is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and eight years of industry experience. Her career includes roles at The Vanguard Group since 2020, Ethos Capital Advisors, Citizens Bank, and Citizens Securities. 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 approach with portfolios constructed mainly from Vanguard funds and ETFs, combining digital delivery and personalized asset allocation.

Brian Campbell is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He previously worked at Bryn Mawr Capital Management, LLC and has spent the majority of his career at The Vanguard Group. Vanguard Advisers offers both automated and human-supported investment advice, primarily serving 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, providing a high client-per-advisor ratio through its digital platform and team servicing model.

Nicholas Maglio is a financial advisor with Vanguard Advisers, holding the Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Vanguard since 2002, working across Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group Inc. in various roles. 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 proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through a combination of digital platforms and advisory teams.

Samuel Hicks is a financial advisor with Vanguard Advisers and holds a Series 66 designation. He joined Vanguard Advisers in 2026 and has prior experience including roles at Equitable Advisors and Jacksonville University. Outside of finance, he has been involved with RealJoy Vacations and Water's Edge Gastropub and Lounge. 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 models and primarily invests in Vanguard funds and ETFs.

Joseph Matranga is a CFP® affiliated with Vanguard Advisers, with 11 years of experience in the financial industry. He has worked at several Vanguard entities since 2015 and was previously involved with the West Chester United Soccer Club. 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 featuring personalized asset allocations and portfolios constructed mainly from Vanguard funds and ETFs.

Manisha Jaie is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has been associated with Vanguard entities since 2016. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and manages portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and tax-aware strategies.

Madeline Mccarthy is a Series 66 licensed financial advisor with Vanguard Advisers, Inc., and has eight years of industry experience. She has worked at Vanguard in various capacities since 2018, following earlier roles at Blue Rock Financial Group and Guardian Life Insurance. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, offering personalized, algorithm-driven portfolios primarily constructed from Vanguard funds and ETFs. The firm’s scale and digital platform enable management of a large client base with a high client-to-advisor ratio, focusing on goal-based investment strategies and customizable options.

Robert Curtis Jr. is a CFP®-certified financial advisor with Vanguard Advisers, based in Malvern, PA, and has 11 years of industry experience. He has worked at The Vanguard Group, Inc. over multiple periods totaling nine years and spent time at Facet Wealth and EMoney Advisor. 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 with portfolios constructed mainly from Vanguard funds and ETFs, supported by a large team of advisors and digital delivery.

Matthew Shirley is a CFP® with 11 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. and its affiliated Vanguard Marketing Corporation since 2014. Vanguard Advisers offers automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Zhi Martinez is a CFP® and holds a Series 63 license, currently serving as an advisor at Vanguard Advisers with one year of experience. Prior to this role, Martinez worked at The Boston Consulting Group from 2015 to 2017 and has been with various Vanguard entities since 2017. Vanguard Advisers offers 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 investment approach, using proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Kelly Mc Guire is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with The Vanguard Group, Inc. since 2018. Prior to this, she worked at Pennsylvania State University and Luigi & Giovannis. Vanguard Advisers offers both 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 methodologies and primarily invests in Vanguard funds and ETFs.

Mark Malone is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple entities within The Vanguard Group since 2018. Outside of his advisory role, he owns and operates an e-commerce business focused on eBay sales. 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 digital platform combined with advisor support.

Elizabeth Ann Findeison is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with The Vanguard Group and its affiliated entities since 2017, following two years at Randstad. 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 to asset allocation primarily through Vanguard funds and ETFs. The firm’s scale and digital delivery platform support a large client base with a combination of automated services and advisor teams.

Stephen Schwanke is a CFP® professional with 16 years of experience in the financial services industry. He currently works at Vanguard Advisers, where he has been since 2021. Prior to that, he held roles at Fidelity Investments Institutional Services Company, Morgan Stanley, and Mutual Advisors, among others. Schwanke is also president of Alta Medicare, a supplemental insurance sales business. Vanguard Advisers offers automated and human-supported investment advice primarily for retail investors and retirement plan participants. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary methodologies and largely Vanguard fund portfolios, with a focus on scalability and digital delivery.

Ryan Kessler is a CFP® with 25 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 2000. 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 employs a goal-based, algorithm-driven investment approach and manages a large client base through its scale and digital delivery model.

Ryan Stender is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2012. He has held multiple roles within The Vanguard Group and its affiliated entities since 2007. He is based in Malvern, PA. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach, primarily employing Vanguard funds and ETFs, and serves a large client base through a combination of digital platforms and advisory teams.

Adam Glassman is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. He has worked at The Vanguard Group since 2021, following prior roles at JG Wentworth and Wayne Edwards Workshop. Vanguard Advisers provides both 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 to tailor portfolios mainly with Vanguard funds and ETFs, supported by digital delivery and a large advisory team.

Stephen Ajemian is a CFP®-credentialed financial advisor with Vanguard Advisers, bringing 26 years of industry experience. He has been with The Vanguard Group since 1999. Outside of his advisory role, he serves as treasurer on the board of the Trojans Baseball Association, a nonprofit fundraising organization. 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 proprietary asset allocation models and offers a range of customization options, managing a large client base through a combination of digital platforms and advisor teams.

Shane Bartle is a financial advisor at Vanguard Advisers with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Vanguard, he held roles at KeyBank, Equitable Advisors, and several other firms, and completed five years at Pennsylvania State University. 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 using proprietary models and offers portfolios constructed mainly from Vanguard funds and ETFs, with various customization and tax-aware features.