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Alexa D
Series 66
Malvern, PA
Vanguard Advisers
Alexa Dubin is a financial advisor with Vanguard Advisers, holding a Series 66 designation and beginning her career in 2026. Prior to joining Vanguard Advisers, she held positions at The Vanguard Group, Inc. and Vanguard Marketing Corporation, as well as experience in education and hospitality sectors. 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 primarily featuring Vanguard funds and ETFs.
Kaitlin B
Series 63, Series 65
Malvern, PA
Vanguard Advisers
Kaitlin Binkley is a financial advisor at Vanguard Advisers with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with The Vanguard Group, Inc. since 2014. Outside of her advisory role, she owns and operates Poppin' Petals, an e-commerce business. 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 offers portfolios constructed primarily from Vanguard funds and ETFs.
Luke L
Series 66
Malvern, PA
Vanguard Advisers
Luke Love is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior work history includes roles at the San Diego Surf School and El Diablo Burritos. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios primarily constructed from Vanguard funds and ETFs, offering various customization options and tax-aware features.
Reed S
Series 66
Malvern, PA
Vanguard Advisers
Reed Smith III is a financial advisor at Vanguard Advisers with four years of industry experience. He holds a Series 66 designation and has worked at The Vanguard Group since 2022. Prior to entering the financial services industry, he held various roles at Verizon Wireless and DeSales University. 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 and manages portfolios primarily with Vanguard funds and ETFs, offering a range of customization options through its large-scale digital platform.
Andrew G
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Andrew Gallagher is a financial advisor with Vanguard Advisers based in Malvern, PA. He holds Series 63 and Series 66 licenses and has 13 years of industry experience, including service in the United States Marine Corps and the Pennsylvania Army National Guard. Outside of his advisory role, he works part-time as a server at Animated Brewing Company. 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 and largely Vanguard funds to create tax-aware, customizable portfolios at scale.
John T
CFP®, Series 63, Series 65, Series 66
Malvern, PA
Vanguard Advisers
John Taylor is a CFP®-designated financial advisor with Vanguard Advisers, based in Malvern, PA, and has 26 years of industry experience. He previously worked at TD Ameritrade from 2009 to 2017 before joining The Vanguard Group in 2017. Outside of his advisory role, he is a partner in a real estate property management business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants using goal-based, algorithm-driven strategies. The firm manages a large client base through a combination of digital platforms and a team servicing model, offering personalized portfolios primarily constructed from Vanguard funds and ETFs.
Arthur S
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Arthur Saxon Jr. is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Malvern, PA. He has worked at The Vanguard Group, Inc. since 2015 and has experience as a financial power of attorney and co-trustee for family trusts. Vanguard Advisers provides 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 and primarily Vanguard funds and ETFs, delivering scale through a combination of digital platforms and a large advisory team.
Scott S
Series 66
Malvern, PA
Vanguard Advisers
Scott Sassano is a financial advisor with Vanguard Advisers, holding a Series 66 designation and seven years of industry experience. He has been with Vanguard and its affiliated entities since 2019, including roles at Vanguard Marketing Corporation and The Vanguard Group. Prior to Vanguard, Sassano worked at Pruco Securities LLC and Strategic Financial Solutions. 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 and manages portfolios constructed mainly from Vanguard funds and ETFs, serving a large client base through its digital delivery model.
Zachary S
Series 63, Series 65
Malvern, PA
Vanguard Advisers
Zachary Schruers is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at Vanguard Advisers since 2018 and has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 2016. 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, utilizing proprietary models and primarily Vanguard funds and ETFs, with a focus on scale and digital delivery.
Alison K
CFP®, Series 63, Series 65
Malvern, PA
Vanguard Advisers
Alison Kerber is a CFP® with 15 years of industry experience, currently serving as an advisor at Vanguard Advisers. She has been with The Vanguard Group since 2018 and previously worked at SFG Wealth Planning for 13 years. Vanguard Advisers offers 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 composed of Vanguard funds and ETFs.
Jeffrey M
Series 66
Malvern, PA
Vanguard Advisers
Jeffrey Maichrowycz is a financial advisor with Vanguard Advisers in Malvern, PA, holding a Series 66 designation and 15 years of industry experience. He has been with Vanguard Advisers since 2019 and is also adjunct faculty at West Chester University, where he facilitates SIE coursework. Outside of advising, he is contracted with DoorDash as a delivery driver. 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 largely constructed from Vanguard funds and ETFs. The firm manages a high volume of client relationships through a combination of digital platforms and a team servicing model.
Jonathan F
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Jonathan Foreacre is a financial advisor at Vanguard Advisers with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard-related entities since 2010, including Vanguard Marketing Corporation and The Vanguard Group, Inc. He is based in Malvern, PA. 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 with portfolios constructed mainly from Vanguard funds and ETFs, supported by a large team of advisors managing a high volume of client relationships.
Anmol K
Series 66
Malvern, PA
Vanguard Advisers
Anmol Katyal is a financial advisor at Vanguard Advisers with one year of industry experience. He holds a Series 66 designation and previously worked at PNC Wealth Management and PNC Bank. Outside of finance, he has held a non-investment role as a front desk agent at Eden Resort & Suites. Vanguard Advisers provides 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 uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, offering customized options including tax-aware features and ESG choices.
William T
Series 63, Series 66
Malvern, PA
Vanguard Advisers
William Torres is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple Vanguard entities since 2022, including Vanguard Marketing Corporation and The Vanguard Group, Inc. Prior to joining Vanguard, he held roles at Temple University, T-Mobile, and the Community College of Philadelphia. 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 create personalized portfolios primarily composed of Vanguard funds and ETFs, supported by a digital platform servicing a large client base.
Michael R
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Michael Raleigh is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2013. He holds the Series 63 designation and is based in Malvern, PA. 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 and constructs portfolios primarily from Vanguard funds and ETFs, managing a large client base through a combination of digital platforms and advisory teams.
Ryan P
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Ryan Pryslak is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Wells Fargo Clearing, Citizen Securities, Inc., and J.P. Morgan Chase Bank. In addition to his advisory work, Pryslak serves as Director of Music at Immanuel Episcopal Church, playing organ and piano and directing the parish choir. Vanguard Advisers delivers 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 utilizes proprietary models to personalize asset allocations, combining Vanguard funds and ETFs with features such as tax-aware strategies and customizable portfolio options.
Derrell T
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Derrell Thompson is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 66 credentials. Outside of his advisory role, Thompson has worked in the catering industry as a server and bartender with John Serock Catering and J. Scott/Queen of Hearts Catering. 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 portfolios primarily composed of Vanguard funds and ETFs, offering various customization options and tax-aware features.
Allen B
Series 63, Series 65, Series 66
Malvern, PA
Vanguard Advisers
Allen Butler is a financial advisor with Vanguard Advisers, holding Series 63, 65, and 66 licenses and possessing 30 years of industry experience. He has worked at Vanguard since 2017 in various roles, including Vanguard Advisers and Vanguard Marketing Corporation, and previously held positions at PNC Wealth Management and Edward Jones. Vanguard Advisers delivers 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 asset allocations, primarily utilizing Vanguard funds and ETFs, and serves a large client base through a combination of digital platforms and advisor teams.
William M
CFP®, Series 63
Malvern, PA
Vanguard Advisers
William Munro is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2026. He has been self-employed since 2022 and hosts the Trust Your Board Podcast, which he began in 2019. Munro has also been involved with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2014. 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 with proprietary models to provide personalized asset allocations, primarily utilizing Vanguard funds and ETFs.
Andrew S
CFP®, Series 63, Series 65
Malvern, PA
Vanguard Advisers
Andrew Salayda is a CFP® credentialed financial advisor with Vanguard Advisers, bringing 22 years of industry experience. He has worked at THE Vanguard Group, Inc. since 2003 and is also the owner of Andrew Salayda Tax Services, a tax preparation business he has operated since 2011. Additionally, he has held roles in education with the Bensalem School District. 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 and manages portfolios largely composed of Vanguard funds and ETFs, offering broad customization and tax-aware features.
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