Anthony Leon is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at The Vanguard Group since 2017 and previously had brief roles at Epic Health Services and Bogarts Bar and Grill. 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 constructed mainly from Vanguard funds and ETFs. The firm is notable for its large scale, digital delivery, and a client mix focused on retail and plan participants.

Timothy Palilonis is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 20 years of industry experience. Prior to joining Vanguard in 2026, he worked at Merrill Lynch Investment Managers, BlackRock Investments, and FAM Distributers. Outside of his advisory role, he is involved in minor property maintenance of a condominium previously owned as a primary residence. 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 personalized asset allocations and primarily constructs portfolios from Vanguard funds and ETFs.

John Reilly is a financial advisor at Vanguard Advisers with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. 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 constructed mainly from Vanguard funds and ETFs.

Timothy Donahue is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Hornor Townsend & Kent Inc and Boenning & Scattergood, Inc. He has served as a FINRA arbitrator since 2016. Vanguard Advisers offers 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 a substantial advisory team.

Mark Persichetti is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he worked for TD Securities, a division of TD Bank, for 19 years, and also spent one year at Surrey Services for Seniors. 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 with portfolios largely constructed from Vanguard funds and ETFs.

Corey Boudman is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Vanguard entities since 2007, including Vanguard Advisers since 2019. 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 to set personalized asset allocations, primarily investing in Vanguard funds and ETFs with various tax-aware and customization features.

Scott Adams is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His career includes roles at Vanguard Marketing Corporation and The Vanguard Group since 2011, with prior experience at LPL Financial, Citigroup Global Markets, and Janney Montgomery Scott. He is based in Malvern, PA. 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 largely invests in Vanguard funds and ETFs, offering customizable portfolios with tax-aware features.

Katherine O'donnell is a financial advisor at Vanguard Advisers with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at The Vanguard Group since 1999, including nine years at Beachbody from 2015 to 2024. 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 that utilizes proprietary models to create personalized portfolios primarily built from Vanguard funds and ETFs.

Grace Terracciano is a CFA® charterholder and holds a Series 63 license with seven years of industry experience. She has been with The Vanguard Group, Inc. since 2019 and previously worked at Cenero. She also spent four years at the University of North Carolina at Chapel Hill. Vanguard Advisers provides both 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 constructed largely from Vanguard funds and ETFs, offering a range of customization options.

Andrew Bolland is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 65 licenses and having seven years of industry experience. His work history includes roles at Vanguard Advisers, Vanguard Marketing Corporation, The Vanguard Group, Inc., and Mutual of Omaha Investor Services. 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 employs a goal-based, algorithm-driven investment approach with portfolios constructed largely from Vanguard funds and ETFs, offering a high client-per-advisor ratio enabled by its scale and digital delivery.

Ann Dybalski is a financial advisor at Vanguard Advisers with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with The Vanguard Group since 2012. 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 large-scale client relationships through a combination of digital tools and advisor support.

David Falcone is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 65 designations and nine years of industry experience. His prior roles include positions at CBIZ Investment Advisory Services, Mutual of America Securities, Merrill Lynch, and New York Life. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice, utilizing goal-based, algorithm-driven strategies primarily built with Vanguard funds and ETFs. The firm manages a large client base with over 2,200 advisors and offers customizable portfolios featuring tax-aware strategies and multi-goal pooling.

Ryan Brackett is a financial advisor at Vanguard Advisers with 10 years of industry experience. He has worked at The Vanguard Group, Inc. since 2016 and served in the United States Marine Corps from 2010 to 2018. He holds Series 63 and Series 65 licenses. 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 utilizing proprietary methodologies to construct portfolios primarily from Vanguard funds and ETFs, offering various customization options and managing a large client base through digital delivery and team servicing.

Alexander Lindholm is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and bringing three years of industry experience. He has worked with Vanguard Advisers since 2025 and is also engaged as a contract driver for delivery services. Vanguard Advisers provides automated and human-supported investment advice through digital 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 to set personalized asset allocations, with portfolios largely constructed from Vanguard funds and ETFs.