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Scott W
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Scott Walker is a CFP® certificant with 10 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2015. He is based in Malvern, PA, and has worked exclusively with The Vanguard Group during his career. 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 investment approach using proprietary methodologies and manages portfolios mainly composed of Vanguard funds and ETFs.
Phillip F
Series 66
Malvern, PA
Vanguard Advisers
Phillip Figueiredo is a financial advisor at Vanguard Advisers with three years of industry experience. He holds a Series 66 designation and has a background that includes ownership of Philly Figs Marketing Services, LLC, a marketing and copywriting business, as well as PF Publishing LLC, a publishing company. 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 portfolio construction, leveraging proprietary models and primarily Vanguard funds and ETFs.
Vincenzo B
Series 66
Malvern, PA
Vanguard Advisers
Vincenzo Blaydon is a financial advisor with Vanguard Advisers, holding a Series 66 designation and three years of industry experience. His career includes roles at The Vanguard Group, Vanguard Marketing Corporation, and Freedom Mortgage 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 portfolios primarily composed of Vanguard funds and ETFs.
Jay D
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Jay Detwiler is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at The Vanguard Group since 2018 and was previously with Ameriprise Financial Services. Vanguard Advisers provides a combination of 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, primarily using Vanguard funds and ETFs, and manages a large client base through a scalable digital platform combined with advisor support.
Rachael M
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Rachael Moley is a financial advisor at Vanguard Advisers with six years of industry experience. She holds Series 63 and Series 66 designations and has been with Vanguard since 2020. Her previous roles include positions at Bozzuto Management Company and WebstaurantStore. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through its automated and human-supported investment services. The firm employs a goal-based, algorithm-driven approach, primarily utilizing Vanguard funds and ETFs to construct personalized portfolios.
Kevin K
Series 66
Malvern, PA
Vanguard Advisers
Kevin Kessler is a financial advisor with Vanguard Advisers, holding a Series 66 designation and two years of industry experience. His prior work includes roles at MassMutual Greater Philadelphia, VISTA Wealth Solutions, and Northwestern Mutual Eastern Pennsylvania. Before entering the financial industry, he was employed in educational institutions including West Chester University of Pennsylvania and Montgomery County Community College. 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 uses a goal-based, algorithm-driven investment approach centered on proprietary methodologies and primarily Vanguard funds and ETFs.
Timothy N
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Timothy Nolt is a financial advisor at Vanguard Advisers with nine years of industry experience. He has been with The Vanguard Group since 2017 and previously worked at the Don CeSar Hotel for three years. 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 investment approach and manages portfolios largely composed of Vanguard funds and ETFs with various customization options.
Carmine D
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Carmine Dilello is a financial advisor at Vanguard Advisers with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 1996, as well as Arbonne International from 2019 to 2023. 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 customization options and tax-aware features.
Gary J
Series 63, Series 65
Malvern, PA
Vanguard Advisers
Gary Johnson is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with The Vanguard Group since 2005. 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 composed of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisor support.
Patrick D
Series 66
Malvern, PA
Vanguard Advisers
Patrick Donovan is a Series 66-licensed financial advisor with Vanguard Advisers in Malvern, PA, bringing four years of industry experience. He previously worked at Ameriprise and Regal before joining The Vanguard Group in 2022. 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 approach that incorporates proprietary models and Vanguard funds, serving a large client base through a combination of digital platforms and advisor teams.
David B
Series 66
Malvern, PA
Vanguard Advisers
David Blackstone is a Series 66-licensed advisor at Vanguard Advisers with four years of industry experience. He has worked at Vanguard Advisers and related Vanguard entities since 2021 and has prior experience as a self-employed professional. Outside of his advisory role, he is involved with Media News Group as a computer operator assisting in weekend publication. 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 with portfolios constructed mainly from Vanguard funds and ETFs, combining digital delivery with a large advisory team to manage a high volume of client relationships.
Catherine C
Series 63, Series 65
Malvern, PA
Vanguard Advisers
Catherine Curran is a financial advisor at Vanguard Advisers with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vanguard since 2017, including roles with Vanguard Advisers and Vanguard Marketing Corporation. She previously attended Haverford College. Vanguard Advisers provides both 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 with portfolios constructed mainly from Vanguard funds and ETFs, and manages a large client base through a digital delivery model supported by over 2,200 advisors.
Andrew D
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Andrew Dietterich is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked with Vanguard entities since 2018 and previously spent a year at Northwestern Mutual. 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 methodologies and primarily Vanguard funds and ETFs, combining scale with digital delivery to manage a large client base.
Adrian G
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Adrian Grow is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple Vanguard entities since 2022. Vanguard Advisers serves retail investors and employer‑sponsored retirement plan participants through automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with proprietary models and primarily invests in Vanguard funds and ETFs.
Liubov H
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Liubov Holfelner is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and five years of industry experience. She has worked at both Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2021 and has been self-employed since 2013. Outside of her advisory role, she is involved in sales as an eBay seller. 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 mainly from Vanguard funds and ETFs, combining digital delivery with a large advisory team to manage a high volume of client relationships.
Aleksander N
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Aleksander Niggli is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked in multiple roles at Vanguard entities since 2022 and has been self-employed since 2023. Outside of advising, he is also an artist who creates and uploads music to streaming platforms via Distrokid and works as a contract furniture mover. 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 with portfolios mainly composed of Vanguard funds and ETFs, offering various customization options and managing a large client base through a digital delivery model.
Nicolas C
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Nicolas Chupela is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and four years of industry experience. He has held roles within various Vanguard entities since 2022 and has prior experience in the food service industry. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participant accounts in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily Vanguard funds and ETFs.
Raji K
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Raji Kurbaj is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at New York Life Insurance Co. and operated Kurbaj Trading Inc. He also has experience in academic roles at Penn State University. 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 constructs portfolios mainly from Vanguard funds and ETFs, combining scale and digital delivery to serve a large client base.
Christopher H
Series 66
Malvern, PA
Vanguard Advisers
Christopher Heskett is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior work includes roles at Vanguard Marketing Corporation and self-employment ventures, as well as two years associated with Gage Strength Training. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach with portfolios constructed mainly from 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.
Ryan A
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Ryan Adams is a CFP® with 21 years of industry experience, currently serving at Vanguard Advisers. He has been with The Vanguard Group, Inc. and its affiliates since 2005. 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.
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