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Nicholas D

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Nicholas Diascro is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been associated with Vanguard and its affiliated entities since 2008 and operates a small e-commerce business selling handmade items on Etsy. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies to construct portfolios mainly comprised 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)
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John B

Series 63, Series 66

Malvern, PA

Vanguard Advisers

John Brannon is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and totaling 11 years of industry experience. He has been with Vanguard Advisers since 2019 and also works with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2014. Outside of his advisory role, he serves as president of the West Chester East High School Indoor Track Boosters board. 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 models and primarily Vanguard funds and ETFs, managing 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)
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Andrew M

CFP®, Series 63

Malvern, PA

Vanguard Advisers

Andrew Moose is a CFP® with six years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His work history includes roles within multiple Vanguard entities since 2020, as well as positions at Randstad, Suraya, and other firms earlier in his career. Vanguard Advisers delivers 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 incorporating proprietary models and primarily invests through Vanguard funds and ETFs, offering various customization options and managing a high volume of client relationships through its digital platform.

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)
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Jonathan O

Series 63, Series 65

Malvern, PA

Vanguard Advisers

Jonathan Oh is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with The Vanguard Group, Inc. since 2015 and previously worked at Syndicate Sports from 2017 to 2019. 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 using proprietary methodologies to create personalized 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)
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John T

CFP®, Series 63

Malvern, PA

Vanguard Advisers

John Timko is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been employed by The Vanguard Group, Inc. since 2005 and also works as a football coach for the West Chester Area School District. 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 that integrates proprietary models and Vanguard funds to tailor asset allocations.

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)
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Christopher G

Series 66

Malvern, PA

Vanguard Advisers

Christopher Griffin Jr. is a Series 66-licensed financial advisor with four years of industry experience, currently serving at Vanguard Advisers. His prior experience includes roles at several State Farm agencies and Allstate, as well as positions in education at Montgomery County Community College and Cabrini University. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to personalize asset allocations, primarily utilizing Vanguard funds and ETFs with 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)
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Benjamin D

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Benjamin Dillon is a financial advisor with Vanguard Advisers holding Series 63 and Series 66 designations and five years of industry experience. He has been with Vanguard since 2021 and also works as a server at Manayunk Brewing Company in Philadelphia. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm’s approach uses goal-based, algorithm-driven methodologies and constructs portfolios primarily with Vanguard funds and ETFs, serving a large client base through a combination of digital platforms and advisor 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)
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Francesco C

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Francesco Carafa is a financial advisor at Vanguard Advisers with credentials including Series 63 and Series 66. He has held various roles since 2014 at firms including PNC Investments, National Life Group, and The Barclay Group. He has also been self-employed since 2022 and has experience with multiple Vanguard affiliates. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach centered on personalized asset allocations primarily constructed from Vanguard funds and ETFs, supported by a large team of advisors and a digital delivery platform.

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)
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Ethan W

CFA®, Series 63

Malvern, PA

Vanguard Advisers

Ethan Wang is a CFA® charterholder and Series 63 licensee with six years of industry experience. He has worked at The Vanguard Group, Inc. in various roles since 2014 and was affiliated with the University of Pennsylvania for two years. 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, offering a range of customization options and managing hundreds of thousands of client relationships through its digital platform and advisory team.

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)
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Jadan M

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Jadan Mcdermott is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at multiple Vanguard entities since 2022 and has prior experience at various organizations including Tufts University and The Simmons Law Firm. 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 serves a large client base through a digital platform and a 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)
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Dorian O

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Dorian O'Connell is an advisor at Vanguard Advisers with Series 63 and Series 66 credentials and five years of industry experience. He has worked at The Vanguard Group, Inc. since 2021 and owns several small e-commerce businesses, including an Etsy store and a baking company, Sweet Pastry LLC. Vanguard Advisers serves retail investors and eligible retirement plan participants through a combination of automated and human-supported investment advice, using a goal-based, algorithm-driven approach with portfolios primarily constructed 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)
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Joshua N

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Joshua Novess is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple Vanguard entities since 2019, following prior roles at AeroTek and BMO Harris Bank. Vanguard Advisers offers 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 proprietary models to construct personalized 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)
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Anthony V

Series 63, Series 65

Malvern, PA

Vanguard Advisers

Anthony Videtto is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with The Vanguard Group since 2005. Outside of his advisory role, he is a limited partner in SVS Properties Group LLC, a rental property business in New Jersey. 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 operates at scale with a digital delivery model, managing hundreds of thousands of client relationships through 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)
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Christopher L

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Christopher Larkin is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Vanguard entities since 2021. Prior to his current role, he gained experience outside finance, including multiple positions at Insomnia Cookies. 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 using proprietary models and offers portfolios mainly composed of Vanguard funds and ETFs, with options for tax-aware features and customization.

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)
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Philip S

Series 66

Malvern, PA

Vanguard Advisers

Philip Sharpe Jr. is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he worked at The J.G. Wentworth Company LLC and has varied experience including roles outside finance such as in painting and community involvement. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans with a goal-based, algorithm-driven investment approach that combines automated and human-supported advice. The firm manages large-scale client relationships primarily through digital platforms and constructs portfolios mainly from Vanguard funds and ETFs with multiple customization options.

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)
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Lauren F

CFP®, Series 63

Malvern, PA

Vanguard Advisers

Lauren Feeney is a CFP® with 10 years of industry experience, currently serving as an advisor at Vanguard Advisers. She has been with The Vanguard Group since 2016 and previously worked at Peoples Light & The Theatre Co for three years. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that utilizes proprietary models to personalize asset allocations. The firm manages a large client base through its digital platform and team servicing model, primarily 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)
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Todd B

CFP®, Series 63, Series 65

Malvern, PA

Vanguard Advisers

Todd Bechtel is a CFP®-certified financial advisor with 30 years of industry experience. He has been with Vanguard Advisers since 2016 and has worked with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 1996. 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 approach to portfolio construction, leveraging Vanguard funds and ETFs, and offers a range of customization options including tax-aware strategies and ESG exposure.

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)
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Josephine D

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Josephine Del Duca is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and four years of industry experience. She has been with The Vanguard Group since 2020 and previously worked at Randstad and Sacred Heart Academy. She serves as an agent for immediate family members in a fiduciary capacity. 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 set personalized asset allocations, primarily with Vanguard funds and ETFs, and manages a large client base through a digital platform 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)
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Cole W

Series 66

Malvern, PA

Vanguard Advisers

Cole Watson is a Series 66-licensed financial advisor with six years of industry experience. He currently works at Vanguard Advisers and related Vanguard entities, having joined in 2021. His prior experience includes roles at Bank of America, Merrill Lynch, ACE American Insurance, and Gettysburg College. 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 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)
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Kyle H

Series 63, Series 66

Malvern, PA

Vanguard Advisers

Kyle Hooven is a financial advisor at Vanguard Advisers with 11 years of industry experience. He has held roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2014 and worked at Lucid Roots Apparel from 2017 to 2018. He holds Series 63 and Series 66 licenses. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving 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, offering various customization options and managing a large scale of client relationships through its hybrid service 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)
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