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Valerie C

Series 66

Malvern, PA

Vanguard Advisers

Valerie Cianfaro is a financial advisor at Vanguard Advisers with five years of industry experience. She holds a Series 66 designation and previously worked at Barclays Bank US from 2014 to 2020, before joining Vanguard in 2020. Vanguard Advisers delivers both 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 uses a goal-based, algorithm-driven approach with proprietary methodologies to create personalized portfolios, largely constructed from Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Nicholas L

Series 66

Malvern, PA

Vanguard Advisers

Nicholas Liuzzi is a Series 66-credentialed advisor at Vanguard Advisers with four years of industry experience. His work history includes roles at Vanguard Marketing Corporation, The Vanguard Group, and The JG Wentworth Company. He also serves as a limited agent for an immediate family member in an investment-related capacity. 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, offering portfolios primarily composed of Vanguard funds and ETFs with various customization options.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Ryan M

Series 66

Malvern, PA

Vanguard Advisers

Ryan Moore is a financial advisor at Vanguard Advisers with a Series 66 credential and six years of industry experience. His prior roles include positions at Ameriprise Financial, Legacy Planning Partners, and PPB Capital Partners. 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 using proprietary models and offers a range of customizable portfolios primarily constructed from Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Peter R

Series 66

Malvern, PA

Vanguard Advisers

Peter Robinson is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 14 years of industry experience. He has been with Vanguard Advisers since 2019 and has worked with related Vanguard entities since 2015. Outside his advisory role, he is also listed as an agent for his wife in an investment-related capacity. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and offers a variety of portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through its digital platform and extensive advisor team.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Jeffrey G

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Jeffrey Galiardi is a financial advisor at Vanguard Advisers with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard Advisers since 2020. Prior to this, he has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2006. Galiardi serves as an executor and trustee for immediate family members in fiduciary roles. 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, primarily using Vanguard funds and ETFs, and manages a high volume of client relationships through a combination of digital platforms and advisory teams.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Jaime B

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Jaime Boal is a financial advisor at Vanguard Advisers with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard and Mutual of America firms. Outside of his advisory role, he operates a small business as a reseller on Thredup. 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 create personalized portfolios primarily composed of Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Michael D

Series 66

Malvern, PA

Vanguard Advisers

Michael Dalkin is a financial advisor at Vanguard Advisers with 19 years of industry experience. He holds the Series 66 designation and has been with Vanguard and its affiliated entities since 2012. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs, offering a range of customization options.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Faye R

Series 63, Series 65

Malvern, PA

Vanguard Advisers

Faye Romano is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds Series 63 and Series 65 designations and has been with Vanguard since 2016. Romano also serves as an agent for an immediate family member in an investment-related capacity. 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 featuring proprietary methodologies and a range of customization options, managing a large client base through a digital platform supported by a team of advisors.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Bryan O

CFP®, Series 63, Series 65

Malvern, PA

Vanguard Advisers

Bryan Orris is a CFP® with 33 years of industry experience currently serving as a financial advisor at Vanguard Advisers since 2016. He has been associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 1997. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm combines a goal-based, algorithm-driven approach with personalized asset allocation strategies primarily using Vanguard funds and ETFs, managing a large client base through a high client-per-advisor ratio enabled by its digital platform.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Domenico M

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Domenico Martorana is a financial advisor at Vanguard Advisers with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple entities within The Vanguard Group since 2023. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach and constructs portfolios mainly from Vanguard funds and ETFs with options for tax-aware features and customization.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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James M

Series 63, Series 66

Malvern, PA

Vanguard Advisers

James Mcdonald is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Vanguard Advisers since 2023 and has been associated with related Vanguard entities since 2021. Prior to that, he worked at BB and T Bank and has a background that includes experience outside finance. 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 investment approach and constructs portfolios largely from Vanguard funds and ETFs, combining digital platforms with advisor support to manage a large client base efficiently.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Benjamin M

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Benjamin Maehrer is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation since 2026. Prior to this, he was employed at ADP, Inc. and ADP Broker-Dealer, Inc. from 2022 to 2026, and has experience in the food and service industries. 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, constructing portfolios mainly from Vanguard funds and ETFs with features such as tax-aware strategies and customization options.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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David C

Series 63, Series 66

Malvern, PA

Vanguard Advisers

David Churnetski is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and five years of industry experience. He has worked at The Vanguard Group, Inc. since 2021. Outside of his advisory role, he acts as a referral real estate agent for Metro Referral Associates. 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 mainly constructed from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team servicing model.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Brian H

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Brian Haggenmiller is a financial advisor at Vanguard Advisers with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Vanguard marketing Corporation and The Vanguard Group, Inc. since 1996. 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 mainly composed of Vanguard funds and ETFs, supported by a large scale digital platform and a team servicing model.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Cory C

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Cory Chinnici is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at The Vanguard Group since 2016. 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 with portfolios constructed primarily from Vanguard funds and ETFs, offering various customization options and tax-aware features.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Daniel S

CFP®, Series 63

Malvern, PA

Vanguard Advisers

Daniel Shaw is a CFP® with nine years of experience in the financial industry, currently serving as an advisor at Vanguard Advisers. He has worked at The Vanguard Group since 2017 and has prior experience in hospitality and education sectors. Shaw's background includes roles at Liberty Union Bar and Grill, Liberty Union, The Eagle Tavern, and the University of South Carolina. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, using proprietary models to create personalized asset allocations mainly through Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Alexander H

Series 66

Malvern, PA

Vanguard Advisers

Alexander Hunt is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds the Series 66 designation and has worked at The Vanguard Group since 2017, following a year at AXA Advisors. Vanguard Advisers delivers 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 utilizing proprietary models to create personalized asset allocations, primarily using Vanguard funds and ETFs, with options for tax awareness and customized portfolio features.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Brian S

Series 65, Series 66

Malvern, PA

Vanguard Advisers

Brian Slater is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Condor Capital Wealth Management and Edward Jones. Outside of his primary advisory role, he has served as a financial planning assistant at Harmony Wealth Management. 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 that incorporates Vanguard funds and tax-aware portfolio features.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Connor P

Series 66

Malvern, PA

Vanguard Advisers

Connor Phelan is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior roles include positions at The Vanguard Group, Vanguard Marketing Corporation, Iron Hill Brewery, Amtrak, and other firms. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor 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 models to set personalized asset allocations, primarily constructing portfolios from Vanguard funds and ETFs with various tax-aware and customization features.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Kaitlyn C

Series 66

Malvern, PA

Vanguard Advisers

Kaitlyn Canal is a financial advisor with Vanguard Advisers, holding a Series 66 designation and currently based in Malvern, PA. She has approximately one year of industry experience, including prior roles at UBS Financial Services and various positions in education and management. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a scalable digital platform and a team servicing model.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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