Joseph Adams is a financial advisor with Vanguard Advisers, holding a Series 66 designation and with one year of industry experience. He has been with Vanguard Advisers and its affiliated entities since 2026. Prior to joining Vanguard, his background includes various roles unrelated to finance, including work in education and service industries. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor 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 and offers portfolios constructed mainly from Vanguard funds and ETFs with various tax-aware and customization features.

Jay Goldblum is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked at Vanguard Advisers since 2023 and is also the owner of Patriot Snacks LLC, a vending machine business. Prior to Vanguard, he held roles at The Vanguard Group and Vanguard Marketing Corporation. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm uses a goal-based, algorithm-driven approach to create personalized portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through digital delivery and advisory teams.

Cameron Keeler is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2012. He has been affiliated with Vanguard marketing Corporation and THE Vanguard Group, Inc. since 2008. 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 approach to construct personalized portfolios primarily composed of Vanguard funds and ETFs, combining digital delivery with a large advisor team to manage a broad client base.

Kathleen Byrne is a financial advisor at Vanguard Advisers with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Vanguard in various capacities since 2008. 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 personalized asset allocations and constructs portfolios mainly from Vanguard funds and ETFs.

Robyn Harwood is a financial advisor with Vanguard Advisers, holding a Series 66 designation and beginning her advisory career in 2026. Her prior work experience includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and various positions outside the financial industry. She has been involved with A Taste of Britain since 2024. 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, utilizing proprietary models to create personalized portfolios predominantly composed of Vanguard funds and ETFs.

Menachem Dinerman is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Vanguard Marketing Corporation and The Vanguard Group, as well as prior work with educational and community organizations such as Bellevue University and Chabad Lubavitch Center. 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 approach to construct portfolios largely from Vanguard funds and ETFs, offering a range of customization options and managing a large client base with a high client-to-advisor ratio.

Divya Joshi is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and eight years of industry experience. She has been with Vanguard and its affiliated entities since 2017. 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 methodologies to construct personalized portfolios mainly composed of Vanguard funds and ETFs.

Joshua Kyler is a financial advisor with Vanguard Advisers holding a Series 66 designation and one year of industry experience. His background includes roles at Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation, as well as prior experience at Cencora, SPK Financial, and JG Wentworth. 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 to deliver personalized asset allocations and offers a broad range of customization options through portfolios constructed mostly from Vanguard funds and ETFs.

Mark Gordon is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2018. Prior to this, he has been affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2014. Vanguard Advisers offers 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 approach using proprietary methodologies and focuses on portfolios constructed mainly from Vanguard funds and ETFs.

Corey Massey is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2007. Outside of his advisory role, Massey is involved with First Steps Gym, an activity he has maintained since 2003. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, employing a goal-based, algorithm-driven approach that uses proprietary methodologies and primarily Vanguard funds and ETFs to customize portfolios. The firm operates at scale with over 2,200 advisors, focusing on digital delivery and servicing a large client base through a team model.

Christopher Horton is a CFP® with five years of industry experience, currently serving as an advisor at Vanguard Advisers. His prior work includes roles at KPMG LLP and various positions within The Vanguard Group and Vanguard Marketing Corporation. 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 with portfolios constructed mainly from Vanguard funds and ETFs, combining scale with digital delivery to manage a large client base.

Erin Harrison is a financial advisor at Vanguard Advisers with four years of industry experience. She holds the Series 66 designation and has worked at Vanguard Advisers, The Vanguard Group, Inc., and Vanguard Marketing Corporation since 2022. Prior to that, she was employed at BS Financial Advisory from 2016 to 2019. 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 approach using proprietary models to set personalized asset allocations, with portfolios largely constructed from Vanguard funds and ETFs.

Joseph Martemucci is a financial advisor at Vanguard Advisers with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Vernick Fish, il Posto Ristorante, and Soccer Taco, among others. 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 that incorporates proprietary models and primarily Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team advisory model.

Christopher Pace is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2015. He holds a Series 63 license and is based in Malvern, Pennsylvania. Vanguard Advisers provides both 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 made up of Vanguard funds and ETFs. The firm manages a large client base through its digital platform and extensive team of advisors.

John Lindsey is a CFP® professional with over 31 years of industry experience. He has been with The Vanguard Group since 2020 and previously worked at Goldman Sachs, CETERA Advisor Networks LLC, United Capital Financial Advisers, LLC, and Girard 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 proprietary methodologies to construct personalized portfolios largely using Vanguard funds and ETFs.

Holly Murphy is a financial advisor at Vanguard Advisers with four years of industry experience. She holds a Series 66 designation and has been with The Vanguard Group since 2022. Outside of her advisory role, she is a licensed realtor involved in real estate referrals. Vanguard Advisers offers both automated and human-supported investment advice, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Trey Jarmon is a financial advisor with Vanguard Advisers in Malvern, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Vanguard Advisers, he worked at Fidelity Brokerage Services and has held positions in various other companies across different industries. 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 investment approach, utilizing proprietary models to set personalized asset allocations primarily through Vanguard funds and ETFs.

Brad Wilinsky is a financial advisor at Vanguard Advisers with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with The Vanguard Group, Inc. and its related entities since 1997. 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 constructed primarily from Vanguard funds and ETFs. The firm serves hundreds of thousands of clients through a digital platform supported by over 2,200 advisors.

Ryan Albright is a Series 66-licensed financial advisor with Vanguard Advisers, based in Malvern, PA, and has three years of industry experience. Prior to joining Vanguard in 2022, he worked at Jacobson and Schmitt Advisors and held various roles in public service and higher education. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing both automated and human-supported investment advice through its digital and personal advisor services. The firm’s approach combines algorithm-driven, goal-based asset allocation with portfolios constructed primarily from Vanguard funds and ETFs, supporting a high volume of client relationships through a scalable, technology-forward model.

John Heppler is a CFP® with nine years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior experience includes roles at Bank of America and Merrill. He is based in Malvern, PA, and has been with The Vanguard Group since 2017. Vanguard Advisers provides both 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 portfolios largely composed of Vanguard funds and ETFs, supported by a large team and digital platform.