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Kimberly B
Series 63, Series 65
Malvern, PA
Vanguard Advisers
Kimberly Bielous is a financial advisor at Vanguard Advisers with 10 years of industry experience. She has been with The Vanguard Group, Inc. since 2016 and holds Series 63 and Series 65 licenses. 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 combination of digital platforms and advisory teams.
Vincent M
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Vincent Morency is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Vanguard entities since 2021. Prior to this, he held positions outside the financial industry, including roles at Chick-Fil-A and Wawa Inc. 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 offers portfolios constructed mainly from Vanguard funds and ETFs.
Joseph P
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Joseph Pfaff is a CFP® and Series 63 credentialed advisor with 10 years of industry experience. He has been with The Vanguard Group, Inc. since 2015, currently serving at Vanguard Advisers 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 employs a goal-based, algorithm-driven approach to construct personalized portfolios mainly composed of Vanguard funds and ETFs, supported by a large team of over 2,200 advisors managing hundreds of thousands of client relationships.
Michael P
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Michael Pagnotta is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and with 10 years of industry experience. He has been with The Vanguard Group, Inc. since 2016. 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 mainly from Vanguard funds and ETFs. The firm manages a large client base using digital delivery and team servicing models.
Irma Elizabeth C
Series 66
Malvern, PA
Vanguard Advisers
Irma Elizabeth Carrillo Rodriguez is a Series 66-registered financial advisor with Vanguard Advisers. She began her career in the industry in 2025 and is currently based in Malvern, PA. Her prior experience includes roles at The Vanguard Group and Vanguard Marketing Corporation, as well as positions outside the financial sector. Vanguard Advisers provides 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 asset allocation, primarily investing in Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisory teams.
Donald G
Series 63, Series 65
Malvern, PA
Vanguard Advisers
Donald Gilmour III is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Vanguard Advisers since 2015 and also has experience with Vanguard Marketing Corporation and The Vanguard Group, Inc. Gilmour serves as a power of attorney and full agent for immediate family members in investment-related matters. 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 construct portfolios mainly from Vanguard funds and ETFs, offering a high level of digital delivery and customization options.
Lynda C
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Lynda Commale is a financial advisor with Vanguard Advisers and holds Series 63 and Series 66 licenses. She has 19 years of industry experience, including roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of her advisory work, she has engaged in non-investment activities such as contracted meal delivery. 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 models to construct portfolios mainly from Vanguard funds and ETFs, with a focus on scalability and digital delivery.
Gerard L
CFP®, Series 63, Series 65
Malvern, PA
Vanguard Advisers
Gerard Leyden is a CFP® professional with 33 years of industry experience, currently with Vanguard Advisers since 2025. He has been associated with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 1991. Vanguard Advisers offers 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, utilizing proprietary methodologies and mainly Vanguard funds and ETFs to create personalized portfolios.
Jared D
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Jared Demarco is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles at Vanguard since 2021. Outside of his advisory work, he is contracted as a food delivery driver with DoorDash. 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 heavily weighted toward Vanguard funds and ETFs.
Joseph C
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Joseph Caufield is a Certified Financial Planner® (CFP®) with 20 years of industry experience. He has worked at The Vanguard Group, Inc. since 2005. 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 using proprietary methodologies and primarily constructs portfolios from Vanguard funds and ETFs.
Brandon B
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Brandon Boekel is a CFP® with 13 years of industry experience, currently serving at Vanguard Advisers. He has been with Vanguard marketing Corporation and The Vanguard Group, Inc. since 2013. Brandon is based in Malvern, PA. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven investment approach with portfolios primarily composed of Vanguard funds and ETFs.
Eric D
Series 63, Series 65, Series 66
Malvern, PA
Vanguard Advisers
Eric Dewees is a financial advisor with Vanguard Advisers, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has been with The Vanguard Group since 2006. 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 primarily constructed from Vanguard funds and ETFs. The firm is notable for managing a large client base through its digital platform and team servicing model.
Paul G
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Paul Gebhardt is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and six years of industry experience. He has worked at various Vanguard entities since 2020 and previously was employed at Penn State Abington from 2016 to 2019. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach and portfolios primarily composed of Vanguard funds and ETFs. The firm is notable for its large scale and digital delivery platform, managing a high volume of client relationships across a range of personalized investment solutions.
Samuel E
Series 66
Malvern, PA
Vanguard Advisers
Samuel Earley is a financial advisor at Vanguard Advisers with a Series 66 designation and three years of industry experience. His career includes roles at Aspire Technology Partners and teaching positions at Temple University and La Salle University. He also worked at Jericho National Golf Club for three years. 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 employs a goal-based, algorithm-driven investment approach utilizing proprietary models and primarily Vanguard funds and ETFs.
John E
CFP®, Series 63
Malvern, PA
Vanguard Advisers
John Ebner is a CFP® professional with 22 years of industry experience, currently with Vanguard Advisers in Malvern, PA. He has worked at The Vanguard Group, Inc. since 2004. Vanguard Advisers offers 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 set personalized asset allocations primarily composed of Vanguard funds and ETFs, supported by a large team of advisors and a digital delivery platform.
Shawn D
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Shawn Dassel is a CFP® with eight years of industry experience, currently serving as an advisor at Vanguard Advisers in Malvern, PA. He has been with The Vanguard Group since 2006, holding various roles within the firm over a 17-year span. 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 investment approach that incorporates proprietary models and largely invests through Vanguard funds and ETFs.
Parks S
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Parks Strobridge is a financial advisor at Vanguard Advisers with 29 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for six years. Since 2022, he has been associated with multiple Vanguard entities, including Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. 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 employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily features Vanguard funds and ETFs in its portfolios.
Mitchell F
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Mitchell Ford is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. He has been with Vanguard Advisers 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 models to create personalized asset allocations, largely utilizing Vanguard funds and ETFs.
Denys A
Series 66
Malvern, PA
Vanguard Advisers
Denys Arkhypenko is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior roles include positions at Manufacturers and Traders Trust Co., self-employment, and work related to King's College. Vanguard Advisers offers automated and human-supported investment advice through digital and personal advisory services for 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, supporting a large client base through its automated platform and advisor team model.
Christopher L
Series 63, Series 65
Malvern, PA
Vanguard Advisers
Christopher Lukasevics is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with The Vanguard Group since 1996. Vanguard Advisers offers automated and human-supported investment advice through 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 with portfolios mainly composed of Vanguard funds and ETFs, supported by a large scale and digital delivery platform.
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