Branden Cruz is a financial advisor with Vanguard Advisers in Malvern, PA. He holds a Series 66 designation and has four years of industry experience. Prior to joining Vanguard, he worked at US Health Advisors, Nutrisystem, Keller Williams, Medtronic, DentaFuture Center, and Eastern University. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios mainly constructed from Vanguard funds and ETFs.

Corey Michael Huerta is a financial advisor with Vanguard Advisers holding a Series 66 designation and three years of industry experience. His work history includes roles at Vanguard Advisers, Vanguard Marketing Corporation, and The VANGUARD GROUP, INC., all since 2023. Prior to that, he has experience in various educational institutions. Vanguard Advisers provides automated and human-supported investment advice through Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and manages a large client base through its digital platform and team servicing model.

Patricia Lamotta is a CFP® professional with 15 years of industry experience, currently with Vanguard Advisers since 2021. She previously worked at PNC Bank and PNC Wealth Management from 2004 to 2021, as well as J.J.B. Hilliard, W.L. Lyons, LLC. Outside of her advisory role, she serves as president of the Great Bay Condominium Association board. 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 with portfolios constructed mainly from Vanguard funds and ETFs, emphasizing tax-aware features and offering customization options.

Joanna Rotenberg is a Series 66 licensed financial advisor with Vanguard Advisers, based in Malvern, PA, and has two years of industry experience. Prior to Vanguard, she held positions at FMR LLC, Fidelity Canada Shared Services Corp, and BMO Financial Group. She serves as board member and treasurer for Sinai Health System and is on the Rotman Dean’s Advisory Board at the University of Toronto. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios, mainly composed of Vanguard funds and ETFs, supported by a large advisor team and extensive digital delivery.

Alexander Johnson is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and three years of industry experience. He has worked at The Vanguard Group, Inc., and Vanguard Marketing Corporation since 2023 and has a background that includes six years at the University of Pennsylvania. 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 uses a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, offering various customization options and tax-aware strategies.

Jake Foreman is a financial advisor at Vanguard Advisers with one year of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC, Morison Cogen LLP, and Cook Legacy Advisors. His background also includes roles outside finance at Neumann University, Amazon, and Cardinal Health. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, focusing on retail investors and 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.

Alexander Schinker is a CFP® certificant with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 2011. Outside of his advisory role, he owns and manages a rental property in Lancaster, Pennsylvania. 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 with portfolios primarily constructed from Vanguard funds and ETFs.

Marc Bivona is a financial advisor at Vanguard Advisers with a Series 66 credential and three years of industry experience. He has held a teaching position in marketing at the University of Illinois Urbana-Champaign since 2022, instructing graduate students remotely. Prior to joining Vanguard, he worked at Randstad and Fortune Builders Inc. 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 portfolio construction, primarily employing Vanguard funds and ETFs, supported by a large team of advisors managing a high volume of client relationships.

Jacqueline Coyne is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at The Vanguard Group since 2016 and was previously employed at Bar Lucca from 2019 to 2021. Coyne is also affiliated with Villanova University, where she has been involved since 2015. Vanguard Advisers provides both 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 create personalized portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through a combination of digital platforms and advisor teams.

Matthew Lorenz is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at The Vanguard Group, Inc. since 2017 and spent one year at Avenue365 Lender Services prior to that. Vanguard Advisers provides automated and human-supported investment advice through services such as Vanguard Digital Advisor and Vanguard Personal Advisor, 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 with a combination of digital platforms and advisor teams.

Mitchel Odiaka is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and three years of industry experience. He has worked with The Vanguard Group, Inc., Vanguard Marketing Corporation, and Randstad Corporate Services. Outside of his advisory role, he serves as a Scrum Master at Neo 8 Energy Solutions, focusing on facilitating agile project management processes. 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 Vanguard funds and ETFs with various customization options. The firm manages a large client base through its digital platform and team servicing model.

Julie Virta is a CFP®, CFA®, and holds a Series 66 license with 26 years of industry experience. She has been with The Vanguard Group since 1999. 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, primarily using Vanguard funds and ETFs, and manages hundreds of thousands of client relationships through a combination of digital platforms and advisor teams.

Kelly Duncan is a financial advisor at Vanguard Advisers with 13 years of industry experience. She holds the Series 63 and Series 66 securities licenses and has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2015. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s goal-based, algorithm-driven approach utilizes proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, offering various customization options and tax-aware features.

Jonathan Kushner is a financial advisor at Vanguard Advisers with two years of industry experience. He holds a Series 66 designation and has worked at various Vanguard affiliates since 2019. Prior to joining Vanguard, he was employed at DaVita and Duke University. 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, primarily constructing portfolios from Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory team.

David Stecz is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with The Vanguard Group since 2018. Prior to Vanguard, he held roles at Spooky Nook Sports, Randstad, and Messiah College. 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 construct portfolios primarily 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.

Bing Wright is a CFP® with four years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with The Vanguard Group since 2010. Outside of his advisory role, he is a passive investor in residential rental properties. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through its digital delivery platform and extensive advisor team.

Connor Weikert is a Series 66 licensed financial advisor at Vanguard Advisers with five years of industry experience. He has worked at Vanguard and its affiliated entities since 2021, and previously held positions at Equitable Advisors, Gorfine Schiller & Gardyn, and was self-employed. He also has experience in academic roles at McDaniel College and Gettysburg College. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, using a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs. The firm serves a large client base through a digital platform supported by over 2,200 advisors.

Jonathan Battiste is a CFP® professional with 20 years of experience at The Vanguard Group, Inc., where he has worked since 2006. He holds Series 63 and Series 65 licenses and is based in Malvern, PA. 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 a wide range of customization options. The firm serves hundreds of thousands of clients through a scalable digital platform supported by more than 2,200 advisors.

Jeremy Thomas is a financial advisor with Vanguard Advisers based in Malvern, PA. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work history includes roles at FedEx Office and Staples, as well as positions within various Vanguard affiliates and Mane Brothers Media. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach centered on proprietary methodologies and primarily invests in Vanguard funds and ETFs.

Matthew Slowinski is a financial advisor with Vanguard Advisers holding a Series 66 designation. He joined Vanguard in 2026 and has prior experience at Whole Foods Market Group and several educational institutions. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants by providing automated and human-supported investment advice through its digital and personal advisor services. The firm uses a goal-based, algorithm-driven approach to construct portfolios primarily from Vanguard funds and ETFs, offering tax-aware features and customization options.