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Nicholas G
CFP®, ChFC®, Series 63
Malvern, PA
Vanguard Advisers
Nicholas Gaetani is a CFP® and ChFC® with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He previously worked at Mallard Financial Partners and Capital One Investing. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, using a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs.
Patrick K
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Patrick Kerwin is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2014. He has been affiliated with Vanguard Marketing Corporation and THE Vanguard Group, Inc. since 2005. 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 with proprietary methodologies to construct portfolios mainly from Vanguard funds and ETFs, offering a high volume of client relationships supported by over 2,200 advisors.
Tyler H
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Tyler Hakel is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at Erie Federal Credit Union and Northwest Bank, as well as a five-year tenure at Cinemark. 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. The firm serves a large client base through its digital platform and team servicing model, focusing on retail and plan participants.
Brittney H
Series 66
Malvern, PA
Vanguard Advisers
Brittney Harris is a financial advisor at Vanguard Advisers with seven years of industry experience. She holds a Series 66 designation and has worked at various Vanguard entities since 2018, as well as Ameriprise Financial and the University of Delaware. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and constructs portfolios primarily from Vanguard funds and ETFs.
Alexandria B
Series 66
Malvern, PA
Vanguard Advisers
Alexandria Brennan is a financial advisor at Vanguard Advisers with four years of industry experience. She holds a Series 66 designation and has worked at The Vanguard Group and Vanguard Marketing Corporation since 2021. Outside of her advisory role, she also owns a part-time photography and modeling business and engages in e-commerce and affiliated marketing activities. 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, offering various customization options and tax-aware features.
Michael K
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Michael Kohler is a CFP® with 16 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2015. He has been affiliated with The Vanguard Group, Inc. and its related entities since 2008. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven investment approach that emphasizes personalized asset allocations and tax-aware portfolio features.
Arkadiy Z
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Arkadiy Zavulunov is a financial advisor at Vanguard Advisers with five years of industry experience. He holds the Series 63 and Series 66 designations. His prior work experience includes positions at DoorDash, Amazon, and State Street Bank. Outside of his advisory role, he works as a contracted driver for DoorDash. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, using a goal-based, algorithm-driven approach and portfolios primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through a high client-per-advisor ratio enabled by its digital platform and team servicing model.
Timothy Z
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Timothy Zinn is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at The Vanguard Group, Vanguard Marketing Corporation, and DaVita. Outside of his advisory role, he coaches the Phoenix Allstars cheer team. 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, constructing portfolios mainly from Vanguard funds and ETFs, and manages a large client base through its digital platform combined with advisor support.
Lauren R
Series 63, Series 65
Malvern, PA
Vanguard Advisers
Lauren Radvansky is a financial advisor at Vanguard Advisers with nine years of industry experience. She holds Series 63 and Series 65 designations and has worked at The Vanguard Group, Inc. in various capacities since 2017. Outside of her advisory work, she has operated her own business, Equine by Lauren Radvansky, since 2012. 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 and constructs portfolios primarily from Vanguard funds and ETFs, offering customization options including ESG and tax-aware features.
Joel S
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Joel Sanchez is a CFP® with three years of industry experience currently with Vanguard Advisers. He has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc., among other roles. Outside of finance, he has experience with several small businesses including Spaz Beverage and EcoSheild Pest Control. 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 models to construct diversified portfolios primarily from Vanguard funds and ETFs, offering various tax-aware and customization features.
James G
Series 66
Malvern, PA
Vanguard Advisers
James Green is a financial advisor at Vanguard Advisers with four years of industry experience. He holds a Series 66 designation and has worked in various roles within Vanguard and Equitable Advisors. Prior to his financial services career, he was involved with Widener University and Abington Friends School. Vanguard Advisers offers a mix of automated and human-supported investment advice primarily for 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.
Charles R
Series 66
Malvern, PA
Vanguard Advisers
Charles Riley Jr. is a Series 66-licensed advisor with Vanguard Advisers, where he has worked since 2008, accumulating 18 years of experience at the firm and 28 years in related roles within The Vanguard Group and Vanguard Marketing Corporation. His outside activities include serving as a limited agent for investment matters on behalf of immediate family members. Vanguard Advisers provides both 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 a wide range of customizable portfolios largely composed of Vanguard funds and ETFs.
Daniel H
Series 63, Series 65
Malvern, PA
Vanguard Advisers
Daniel Holloway is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 65 designations and 24 years of industry experience. His career includes roles at Brinker Capital Securities LLC, Orion Portfolio Solutions LLC, and Brinker Capital Inc. prior to joining Vanguard. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor 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 large team of over 2,200 advisors.
Stefen S
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Stefen Shields is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Kooma and The Vanguard Group, Inc. Outside of his advisory work, he has diverse experience ranging from retail and hospitality to security and education. 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 a large client base through its digital platform and team servicing model.
David H
Series 66
Malvern, PA
Vanguard Advisers
David Heffernan is a financial advisor at Vanguard Advisers with four years of industry experience. He holds a Series 66 designation and has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2022. Prior to his financial services career, he held various roles including positions in the automotive and hospitality industries. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies and constructs portfolios mainly from Vanguard funds and ETFs, offering customization features and managing a large client base through a combination of digital platforms and advisory teams.
Mikhaela M
Series 66
Malvern, PA
Vanguard Advisers
Mikhaela Mckinnie is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Her prior work includes roles with The Vanguard Group, Temple University, and B.E Hospitality Consulting, LLC. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven investment approach featuring proprietary models and primarily Vanguard funds and ETFs, managing a high volume of client relationships with over 2,200 advisors.
Sean Q
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Sean Quinn is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and three years of industry experience. He has held roles at multiple Vanguard entities since 2023 and is also involved as a market research associate at Quinn Flag LLC, a promotional products company. 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 primarily composed of Vanguard funds and ETFs.
Ibrahim K
Series 66
Malvern, PA
Vanguard Advisers
Ibrahim Karamoko is a financial advisor at Vanguard Advisers with two years of industry experience. He holds the Series 66 designation and has worked in various roles at Vanguard, Wells Fargo Bank, and Capital One Bank. Outside of his advisory work, he has been a contracted driver for Lyft since 2016. 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 largely composed of Vanguard funds and ETFs, delivering services at scale through a combination of digital platforms and advisor support.
Stephen S
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Stephen Salnaitis Jr. is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Aon Securities LLC, Lincoln Financial Advisors Corporation, and Citizens Bank. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s approach is goal-based and algorithm-driven, using proprietary models to set personalized asset allocations primarily through Vanguard funds and ETFs, with options for customization and tax-aware features.
Danielle S
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Danielle Schloth is a financial advisor at Vanguard Advisers with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at The Vanguard Group, Inc. and Charles Schwab in various capacities. 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 with proprietary methodologies and constructs portfolios mainly from Vanguard funds and ETFs.
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