John Eyen is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Berthel Fisher & Company Financial Services and the U.S. Postal Service. Outside of advising, he owns and operates an e-commerce business, Eyen Exchange LLC. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to tailor asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base with over 2,200 advisors.

Leon Edelman is a CFP®-certified financial advisor with 14 years of industry experience, currently practicing at Vanguard Advisers. He has worked at The Vanguard Group since 2012. 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 featuring personalized asset allocations and portfolios primarily composed of Vanguard funds and ETFs.

Albert Weikel III is a CFP® with 29 years of industry experience and has been with The Vanguard Group, Inc. since 1996. He is based in Malvern, PA, and holds Series 63 and Series 65 licenses. Vanguard Advisers delivers 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 with portfolios primarily composed of Vanguard funds and ETFs, supported by a large advisory team serving a broad client base.

Gary Martin is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Vanguard Advisers since 2015 and is also employed by The Vanguard Group, Inc. Outside of his advisory role, Martin is contracted for delivery services with Uber Eats and DoorDash. 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 portfolios built mainly from Vanguard funds and ETFs, combining scale with digital delivery supported by a team servicing model.

John Musewicz is a Series 66-licensed financial advisor with Vanguard Advisers, bringing seven years of industry experience. He has been with Vanguard in various capacities since 2008, including roles at The Vanguard Group and Vanguard Marketing Corporation. Outside of his advisory work, he serves as an umpire for youth sports leagues. 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 constructs portfolios mainly from Vanguard funds and ETFs, emphasizing digital delivery and scale.

Vincent Sobocinski is a CFP® with 19 years of industry experience, currently serving at Vanguard Advisers since 2023. He has been associated with The Vanguard Group and Vanguard Marketing Corporation since 2007. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s approach combines goal-based, algorithm-driven asset allocation with a large scale digital platform, managing portfolios primarily composed of Vanguard funds and ETFs.

David Siddons is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with Vanguard since 2006 in various roles, including at Vanguard Marketing Corporation and The Vanguard Group, and has served as an agent for his father in a limited capacity. 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 that emphasizes personalized asset allocation and tax-aware portfolio features. The firm manages a large client base through a combination of digital platforms and advisor teams.

Shawn Kada is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Malvern, PA. He has been with The Vanguard Group since 2010. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach utilizing proprietary models to set personalized asset allocations, with portfolios constructed mainly from Vanguard funds and ETFs.

Kate Lauer is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has been with Vanguard-affiliated firms since 2013, including Vanguard Marketing Corporation and THE Vanguard Group, Inc. Outside of her advisory role, she serves as a power of attorney for immediate family members. 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 utilizing Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor teams.

Lisa Bolten is a financial advisor at Vanguard Advisers with four years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual Life Insurance Company and O'Meara Financial Group. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to set personalized asset allocations and manages a large client base through a digital platform supported by over 2,200 advisors.

Mc Cafferty Gray is a Series 66-licensed advisor with Vanguard Advisers, based in Malvern, PA. Gray has been with Vanguard Advisers and related Vanguard entities since 2025. Prior to joining Vanguard, Gray held roles in academia and the winery business, including positions at West Chester University and Penns Woods Winery. 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 to asset allocation, managing portfolios using Vanguard funds and ETFs, with a range of customization options and a high client-to-advisor ratio supported by its digital platform and team servicing model.

Christopher Haley is a financial advisor at Vanguard Advisers with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Vanguard, he worked at Florida Financial Advisors and held roles at Accenture, Schnader Harrison Segal & Lewis, and Drexel University. Vanguard Advisers provides 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 personalized asset allocations and offers a range of portfolio customization options.

Brian Skahill is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at The Vanguard Group and TD Bank. Outside of financial services, he works as a delivery driver for Chick-fil-A. 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 personalized asset allocations primarily comprised of Vanguard funds and ETFs.

Zachary Miles is a Series 66-licensed financial advisor at Vanguard Advisers with one year of industry experience. Before joining Vanguard, he worked at SEI Investments Company and was involved with the PA Rebels Baseball Academy. 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 centered on proprietary models and Vanguard funds.

Justin Schwenk is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Vanguard MARKETING CORPORATION, The Vanguard Group, Customers Bank, and East Coast Dehydrators. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm's goal-based, algorithm-driven approach uses proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs, supported by a large team that manages a high volume of client relationships.

Robert Creamer is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at The Vanguard Group since 2021 and previously held positions at Wells Fargo Clearing, Wells Fargo Bank, Key Investment Services LLC, KeyBank, and Citizens Bank. Outside of his advisory role, he is a landlord and property owner. 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 that uses proprietary models to set personalized asset allocations, with portfolios mainly composed of Vanguard funds and ETFs.

Ryan Waddell is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2015. He previously worked at Equitable Advisors from 2005 to 2009. Vanguard Advisers provides 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 employs proprietary models and largely Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing hundreds of thousands of client relationships with over 2,200 advisors.

Judith Martinez is a financial advisor at Vanguard Advisers with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Vanguard entities since 1995. She 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 uses a goal-based, algorithm-driven approach to portfolio construction, leveraging Vanguard funds and ETFs alongside tax-aware strategies and customization options.

Brenden Schlotzhauer is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His background includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as experience outside the financial industry in various service and manufacturing positions. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, combining proprietary algorithm-driven portfolio construction with a focus on Vanguard funds and ETFs. The firm manages a large client base using a scalable digital platform complemented by a team servicing model.

Brandon Ross is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and ten years of industry experience. He has worked at The Vanguard Group since 2021 and previously held roles at Wells Fargo Clearing, Wells Fargo Bank, and Bank of America. Outside of his advisory work, Ross is an owner of a rental property in Philadelphia. 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 using proprietary models to tailor portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and tax-aware strategies.