Stephen Paul is a financial advisor at Vanguard Advisers with 15 years of industry experience. He has held his current position at The Vanguard Group, Inc. since 2013. He holds Series 63 and Series 66 licenses. 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 portfolio construction, primarily employing Vanguard funds and ETFs with options for tax-aware strategies and customization.

Matthew Harrigan is a Series 66 licensed advisor with Vanguard Advisers, bringing four years of industry experience. His career includes roles at various Vanguard affiliates and a prior position at Goodyear Tire and Rubber Company. Vanguard Advisers provides automated and human-supported investment advice through 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 models, constructing portfolios mainly from Vanguard funds and ETFs with options for tax-awareness and customization.

Diana Rushton is a Series 66-licensed financial advisor with six years of industry experience, currently with Vanguard Advisers in Malvern, PA. Her prior experience includes roles at Wells Fargo Clearing Services and Wells Fargo Bank. Vanguard Advisers provides automated and human-supported investment advice through services such as Vanguard Digital Advisor and Vanguard Personal Advisor, 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 mainly composed of Vanguard funds and ETFs.

Andrew Hauser is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked within various divisions of Vanguard since 2021 and previously held roles at Rowan University and Eagle Wealth Strategies. Outside of advisory work, he was involved with Big Swing Golf Center for four years. 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 to construct portfolios primarily from Vanguard funds and ETFs, combining digital delivery with a team servicing model to manage a large client base.

Nilay Gandhi is a CFP® professional with 19 years of experience at Vanguard Advisers, where he has worked since 2007. He is also associated with Kumud C. Gandhi, CPA, a business involved in property inspections and administrative duties. 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 to personalize asset allocation, primarily utilizing Vanguard funds and ETFs.

Mona Gadura is a financial advisor at Vanguard Advisers with nine years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. She has been with The Vanguard Group since 2018. 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 proprietary methodologies and offers portfolios primarily constructed from Vanguard funds and ETFs.

Bryan Lewis is a CFP® professional with 19 years of industry experience, currently serving at Vanguard Advisers since 2006. He is based in Malvern, PA, and holds a Series 63 designation. Outside of his advisory role, he is listed as a power of attorney for a family-related investment activity. 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 primarily constructs portfolios from Vanguard funds and ETFs, offering a range of customization options through its large-scale digital platform with over 2,200 advisors.

Connor Lokuta is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior work includes roles at Vuori, Hajoca, and Haberle Steel, as well as positions in educational institutions such as the University of Delaware and High Point University. Vanguard Advisers delivers automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models and offers portfolios constructed mainly from Vanguard funds and ETFs with various customization options.

Edward Richards is a financial advisor at Vanguard Advisers with over 20 years of experience in the financial services industry. His background includes roles at PFS Investments and Primerica Financial Services, and he has held multiple positions within The Vanguard Group since 2022. Richards is also involved with entrepreneurial ventures such as Team Flight Control, LLC and Aerial Mojo, LLC. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm combines goal-based, algorithm-driven portfolio management with a range of customization options and is notable for its scale and digital delivery model.

Jenny Shaughnessy is a Series 66-licensed financial advisor at Vanguard Advisers with three years of industry experience. She has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc., and previously held positions at Randstad US, LLC, Substitute Teacher Service, Inc., and JDR Fixtures, Inc. Vanguard Advisers offers 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 portfolio construction, focusing on Vanguard funds and ETFs with features such as tax management and customization options.

James Wenzel is a financial advisor at Vanguard Advisers with two years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard Advisers and affiliated entities since 2024. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary models to create personalized asset allocations mainly composed of Vanguard funds and ETFs.

Ryan Smith is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 66 designations. Smith has been associated with Vanguard entities since 2015, including roles at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach to set personalized asset allocations, managing large client relationships through a combination of digital platforms and advisor teams.

Nisha Sharma is a financial advisor at Vanguard Advisers with a Series 66 designation and four years of industry experience. She has worked in various capacities within The Vanguard Group, PNC Bank, Wells Fargo Bank, and DNB First Bank. 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 primarily Vanguard funds and ETFs, serving a large client base through a combination of digital platforms and advisor teams.

Neil De Lucca is a financial advisor at Vanguard Advisers with 10 years of industry experience. He has been with The Vanguard Group, Inc. since 2016 and holds Series 63 and Series 66 designations. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach to portfolio construction, using Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and a team servicing model.

Matthew Wright is a CFP® with 30 years of industry experience. He has been with Vanguard Advisers since 2000 and has worked at The Vanguard Group, Inc. since 1996. Wright is based in Malvern, PA. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, using proprietary methodologies and portfolios primarily composed of Vanguard funds and ETFs.

Luke Tarr is a financial advisor with Vanguard Advisers in Malvern, PA. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he was involved in small businesses including pressure washing and landscaping. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to set personalized asset allocations and constructs portfolios primarily from Vanguard funds and ETFs.

Jarrod Smith is a financial advisor at Vanguard Advisers in Malvern, PA, holding a Series 66 designation with three years of industry experience. He has worked at The Vanguard Group, Inc. since 2022, with prior roles at Carshop and T-Mobile. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans, offering automated and human-supported investment advice through its digital and personal advisor services. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct portfolios primarily from Vanguard funds and ETFs, and it manages a large client base through its automated platform combined with advisor support.

James Dunn is a CFP®-certified financial advisor with 22 years of experience, all of which he has spent at The Vanguard Group, Inc. He is based in Malvern, PA and holds a Series 63 license. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios mainly constructed from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Kelly Williams is a CFP®-credentialed financial advisor with 13 years of industry experience. She has been with Vanguard Advisers for six years and also has roles with Vanguard Marketing Corporation and The Vanguard Group, Inc. Kelly is based in Malvern, PA. 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 to personalize asset allocations, and manages portfolios primarily with Vanguard funds and ETFs.

Brandon Young is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 designations. He has nine years of industry experience, including a decade at The Vanguard Group and prior work with Luigi & Giovanni Specialty Foods for thirteen years. 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 portfolios primarily constructed from Vanguard funds and ETFs, and it serves a large client base through a digital delivery platform supported by its team of over 2,200 advisors.