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Shanee A
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Shanee Abbott is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and four years of industry experience. Before joining Vanguard in 2022, Abbott worked at Mutual of Omaha Investor Services and Wells Fargo Bank. 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 approach and primarily constructs portfolios from Vanguard funds and ETFs.
Benjamin G
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Benjamin Geise is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. He has held various roles within the Vanguard organization since 2022. Outside of finance, Geise teaches guitar and bass lessons at Music and Arts in Ardmore, 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 methodologies and primarily constructs portfolios from Vanguard funds and ETFs.
Paul S
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Paul Santoro is a CFP®-credentialed financial advisor with 13 years of industry experience. He has worked at Vanguard Advisers since 2019 and is also affiliated with The Vanguard Group, Inc. Outside of his advisory role, he was involved with Tableart & KPW Productions from 2018 to 2023. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, offering various customization options and managing a large client base with a digital delivery model.
Sean V
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Sean Vasey is a CFP® professional with 15 years of industry experience, currently serving at Vanguard Advisers since 2014. He has held various roles within The Vanguard Group and its affiliates since 2011. 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 approach that incorporates proprietary methodologies and Vanguard funds to personalize asset allocations. The firm manages a large client base through a combination of digital delivery and advisor support.
Steven C
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Steven Callaghan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with Vanguard Advisers since 2017 and also worked at Temple University for one year prior. 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 approach utilizing proprietary models to create personalized asset allocations and manages a large client base through its digital platform and extensive advisor team.
Zachary P
Series 66
Malvern, PA
Vanguard Advisers
Zachary Pyers is a financial advisor with Vanguard Advisers in Malvern, PA, holding a Series 66 credential and possessing three years of industry experience. Prior to joining Vanguard Advisers in 2026, he worked with Macquarie Investment Management Business Trust and Delaware Distributors, L.P. from 2022 to 2025. He has also been involved with City Year and operated a landscaping business, Songbird Landscapes. Vanguard Advisers provides both 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 and manages a large client base through a combination of digital platforms and a sizable advisory team.
Colin M
Series 66
Malvern, PA
Vanguard Advisers
Colin Mccabe is a financial advisor at Vanguard Advisers with one year of industry experience. He holds the Series 66 designation and has worked with several firms including Vanguard Marketing Corporation, The Vanguard Group, and Cetera Investment Advisers. Outside of his advisory role, Colin owns Mana Mercantile, a retail sales business operating through eBay. 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, serving hundreds of thousands of clients through a combination of digital platforms and advisor teams.
Gino S
Series 66
Malvern, PA
Vanguard Advisers
Gino Stone is a financial advisor at Vanguard Advisers with three years of industry experience. He holds a Series 66 designation and has been with Vanguard-affiliated entities since 2022. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and eligible 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, offering tax-aware and customizable features.
Kyle T
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Kyle Thomas is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at The Vanguard Group since 2019 and previously held roles at Werner Company, General Electric, and Montgomery Truss and Panel. 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 with portfolios primarily constructed from Vanguard funds and ETFs, supported by a large team of advisors serving hundreds of thousands of clients.
Meghan W
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Meghan Walsh is a financial advisor at Vanguard Advisers with one year of industry experience. She holds Series 63 and Series 66 licenses and has been with Vanguard Advisers and related Vanguard entities since 2025. 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 primarily composed of Vanguard funds and ETFs, combining digital delivery with a large advisor team to manage hundreds of thousands of client relationships.
Kyle S
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Kyle Scott is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2014 and joined Vanguard Advisers in 2025. Vanguard Advisers provides investment advice through both digital and human-supported services, serving 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, offering tax-aware features and customization options.
Nicholas D
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Nicholas Desimone is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. He has been with Vanguard since 2021, holding positions across Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation. Outside of his advisory role, he is involved in a retail business, working in customer service at Ice Line Pro Shop where he manages equipment maintenance and sales tasks. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach and manages portfolios primarily composed of Vanguard funds and ETFs, offering various customization and tax-aware features.
Joseph B
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Joseph Bockus is a financial advisor at Vanguard Advisers with 5 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Vanguard entities since 2021. His prior work includes roles outside the financial industry, such as positions at Enterprise Rent-A-Car and Fastenal. 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 with personalized asset allocations primarily constructed from Vanguard funds and ETFs, supported by a large team of over 2,200 advisors serving hundreds of thousands of clients.
David S
CFP®, Series 63, Series 65
Malvern, PA
Vanguard Advisers
David Schwarz is a CFP®-certified financial advisor with Vanguard Advisers, bringing 17 years of industry experience. He has worked at The Vanguard Group since 2007 and serves as a swim coach for the Suburban Seahawks Club. 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 approach with personalized asset allocations and portfolios constructed mainly from Vanguard funds and ETFs, supported by a large advisor team and digital delivery platform.
Ryan M
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Ryan McGuire is a CFP® with four years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with Vanguard Group and its affiliated entities since 2022. Prior to his financial services career, his work history includes roles at Millersville University and Spooky Nook Sports. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach and manages a large client base through its digital platform combined with advisor support.
Jessica M
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Jessica Mclaughlin is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and three years of industry experience. She has been with Vanguard Advisers since 2025 and concurrently works with Vanguard Marketing Corporation and THE Vanguard Group, Inc. Outside of her advisory role, she owns JessCause Creations, LLC, an eCommerce business focused on apparel and accessories. 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 to create personalized portfolios mainly composed of Vanguard funds and ETFs.
Hans H
Series 66
Malvern, PA
Vanguard Advisers
Hans Hess is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with Vanguard Advisers. His prior work includes roles at American Eagle Express Inc and Verizon Wireless. Outside of finance, he participates in the Nielsen Ratings media activities. Vanguard Advisers delivers 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 investment approach, utilizing Vanguard funds and ETFs with options for tax-aware management and customization.
Kwaku A
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Kwaku Asante is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with various Vanguard entities since 2019. Prior to his current role, his work history includes positions at GameStop and the University of Delaware. Vanguard Advisers provides automated and human-supported investment advice through services like Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach, constructing portfolios mainly from Vanguard funds and ETFs, and managing a high volume of client relationships through digital delivery and team servicing.
Emanuele B
Series 66
Malvern, PA
Vanguard Advisers
Emanuele Buonamici is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds the Series 66 designation and has previously worked at PNC Bank and PNC Investments. Outside of his advisory role, he volunteers as a financial educator with the Foundation for Financial Planning through the CFP Pro Bono Program. 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 utilizing proprietary models to set personalized asset allocations, with portfolios largely composed of Vanguard funds and ETFs.
Sufyan D
Series 66
Malvern, PA
Vanguard Advisers
Sufyan Davis Arrington is a financial advisor with Vanguard Advisers and holds a Series 66 credential. He has one year of industry experience, including roles at Vanguard and Equitable Advisors. Prior to joining Vanguard, he held positions in education and retail. 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, constructing portfolios mainly from Vanguard funds and ETFs, and supports a high volume of clients through its digital platform and team servicing model.
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