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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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 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.

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

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.

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

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.

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

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.

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

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.

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 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.

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

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.

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

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.

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

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.

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 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.

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

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.

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

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.

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

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.

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”)