Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Juan M

CFP®, Series 63

Malvern, PA

Vanguard Advisers

Juan Magana is a CFP® with 12 years of industry experience and is currently an advisor at Vanguard Advisers. He has worked at The Vanguard Group, Inc. since 2013, with a brief tenure at Fidelity Brokerage Services LLC from 2019 to 2020. Outside of his financial advisory role, Magana serves on the finance committee board of The Garage Community & Youth Center, a nonprofit youth development program. 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 investment approach using proprietary methodologies and focuses on portfolios built 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)
user avatar
firm logo

Stanislav A

Series 66

Malvern, PA

Vanguard Advisers

Stanislav Alemaskin is a financial advisor with Vanguard Advisers in Malvern, PA, holding a Series 66 designation and five years of industry experience. His prior work includes roles with Truist Financial and entrepreneurial experience with Scavenger Cycles LLC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, utilizing a goal-based, algorithm-driven approach with 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)
user avatar
firm logo

Sean O

Series 63, Series 65

Malvern, PA

Vanguard Advisers

Sean O'Hara is a financial advisor at Vanguard Advisers with 13 years of industry experience. He holds Series 63 and Series 65 designations and is based in Malvern, PA. Outside of his advisory role, he has been contracted with DoorDash for food and grocery delivery. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, focusing on retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach that uses proprietary models to set personalized asset allocations, primarily utilizing 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)
user avatar
firm logo

Benjamin H

Series 63, Series 65

Malvern, PA

Vanguard Advisers

Benjamin Harrison is a financial advisor with Vanguard Advisers in Malvern, PA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including roles at Vanguard Marketing Corporation and The Vanguard Group since 2016. 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 builds portfolios with 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)
user avatar
firm logo

Matthew S

CFP®, Series 63

Malvern, PA

Vanguard Advisers

Matthew Stouch is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Vanguard Advisers, where he has worked since 2018. He also holds roles within The Vanguard Group, Inc. and Vanguard Marketing Corporation, both since 2015. 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.

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)
user avatar
firm logo

Bryan B

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Bryan Baiocchi is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at Hartford Funds Distributors, LLC, iPipeline Inc., and O’Shares Investments. Vanguard Advisers offers 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 with personalized asset allocations primarily using 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)
user avatar
firm logo

Thomas B

Series 66

Malvern, PA

Vanguard Advisers

Thomas Burke is a financial advisor with Vanguard Advisers holding a Series 66 designation and one year of industry experience. He has worked at multiple entities affiliated with Vanguard since 2025 and previously held positions at NYLIFE Securities LLC and New York Life Insurance Company. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized asset allocations, primarily using Vanguard funds and ETFs, and operates at scale through a digital delivery platform supported by more than 2,200 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)
user avatar
firm logo

Timothy R

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Timothy Rose Jr. is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Vanguard Advisers and affiliated Vanguard entities since 2019. 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 large-scale client relationships through a combination of digital platforms and advisor 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)
user avatar
firm logo

Marybeth B

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Marybeth Becker is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with The Vanguard Group since 2016. 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 using proprietary models to create personalized asset allocations, primarily utilizing 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)
user avatar
firm logo

Robert K

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Robert Korman is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and six years of industry experience. His work history includes roles at Vanguard Advisers, Vanguard Marketing Corporation, The Vanguard Group, Inc., Northwestern Mutual, and Edward Jones. Prior to entering the financial industry, he was involved with a campus beer distribution business while attending Bloomsburg 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 with portfolios constructed primarily from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform combined with human advisor support.

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)
user avatar
firm logo

Lee F

CFA®, Series 63

Malvern, PA

Vanguard Advisers

Lee Fisher is a CFA® credentialed financial advisor with 12 years of industry experience, currently with Vanguard Advisers in Malvern, PA. He has worked at The Vanguard Group since 2011, including a two-year period associated with Harvard Business School. 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 that utilizes proprietary models to construct portfolios primarily composed of 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)
user avatar
firm logo

Daniel S

CFP®, Series 63, Series 65, Series 66

Malvern, PA

Vanguard Advisers

Daniel Seiferth is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has held roles at Vanguard Marketing Corporation and The Vanguard Group since 2021 and has prior experience with H. Kurt Seiferth Contracting, WECIII, and Andus LLC. Vanguard Advisers provides both 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 that incorporates proprietary models to create personalized asset allocations, with portfolios mainly 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)
user avatar
firm logo

Kristin A

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Kristin Avellino is a financial advisor at Vanguard Advisers with three years of industry experience. She holds Series 63 and Series 66 certifications. Outside of her advisory role, she works as a hairstylist and is a yoga teacher. 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, with 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)
user avatar
firm logo

Alexander M

CFP®, Series 63

Malvern, PA

Vanguard Advisers

Alexander March is a CFP® with 18 years of industry experience, all of which he has spent at The Vanguard Group, Inc. He is based in Malvern, PA, and holds a Series 63 license. Outside of his advisory role, he is an owner of a rental unit in West Chester, PA. 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 construct portfolios mainly 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)
user avatar
firm logo

Raza E

Series 63, Series 65

Malvern, PA

Vanguard Advisers

Raza Elahi is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at TD Bank N.A. and TD Private Client Wealth. Vanguard Advisers delivers 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, combining scale with digital delivery.

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)
user avatar
firm logo

Brian M

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Brian Murphy is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard Advisers, Vanguard Marketing Corporation, and Szustak Commercial Finance Corp. Outside of his advisory role, he has worked as a delivery contractor for DoorDash. 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 approach, constructing portfolios primarily from Vanguard funds and ETFs with tax-aware features and multiple 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)
user avatar
firm logo

Beckett Y

Series 66

Malvern, PA

Vanguard Advisers

Beckett Yee is a financial advisor with Vanguard Advisers and holds a Series 66 designation. He joined Vanguard in 2026 and has previously held roles at the Los Angeles Rams, Fordham University London, and Loyola Marymount University. 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 management.

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)
user avatar
firm logo

William M

CFP®, Series 63, Series 66

Malvern, PA

Vanguard Advisers

William McBride is a CFP® professional affiliated with Vanguard Advisers, bringing 13 years of industry experience. His career includes roles at PNC Wealth Management, Wells Fargo The Private Bank, Lehman Brothers Inc., and Neuberger Berman BD LLC. He is based in Malvern, PA. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through automated and human-supported investment advice, employing a goal-based, algorithm-driven approach with portfolios primarily consisting of Vanguard funds and ETFs. The firm is notable for its large scale and digital delivery model, managing hundreds of thousands of client relationships with over 2,200 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)
user avatar
firm logo

Geri Ann W

Series 66

Malvern, PA

Vanguard Advisers

Geri Ann Wogram is a financial advisor at Vanguard Advisers with two years of industry experience. She holds a Series 66 designation and has prior work experience at Whitford Land Transfer, Downingtown Area School District, DNB First Bank, and LifeVantage Corporation, where she is also an independent distributor in a multi-level marketing business. 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 predominantly constructed from Vanguard funds and ETFs. The firm manages a large client base through its digital platform and 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)
user avatar
firm logo

Colin S

Series 63, Series 65

Malvern, PA

Vanguard Advisers

Colin Sullivan is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vanguard since 2021, with prior roles at The Prudential Insurance Company of America and Pruco Securities. 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 using proprietary models and primarily constructs portfolios from Vanguard funds and ETFs, combining digital delivery with a large advisor team to manage a high volume of client relationships.

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)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)