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Clement O
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Clement Ogbomo is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2007. 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 investment approach using proprietary models to set personalized asset allocations, primarily constructing portfolios from Vanguard funds and ETFs.
Wesley M
Series 66
Malvern, PA
Vanguard Advisers
Wesley Mitchell II is a financial advisor with Vanguard Advisers, holding a Series 66 designation. He has been with Vanguard and its affiliates since 2024, accumulating two years of industry experience. Prior to his current role, he worked in various positions including at Randstad and Urbia Imports. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisory services, serving 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.
Lisa S
Series 63, Series 65
Malvern, PA
Vanguard Advisers
Lisa Swatkoski is a financial advisor with Vanguard Advisers who holds Series 63 and Series 65 licenses and has 17 years of industry experience. She has worked at The Vanguard Group, Inc. since 2008 and joined Vanguard Advisers and Vanguard Marketing Corporation in 2026. Vanguard Advisers offers 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 portfolios primarily composed of Vanguard funds and ETFs.
Kevin R
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Kevin Reighn is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Vanguard entities since 2016, currently serving at Vanguard Advisers since 2021. Vanguard Advisers provides investment advice through its digital and human-supported services, catering to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models, primarily constructing portfolios with Vanguard funds and ETFs.
John B
Series 66
Malvern, PA
Vanguard Advisers
John Bradley is a Series 66-licensed financial advisor at Vanguard Advisers with six years of industry experience. He has worked at Vanguard and its affiliated entities since 2026, following prior roles at Ameriprise Financial Services, Point to Point Wealth Planning, Orth Financial Group, and Discover Financial Services. 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 using proprietary methodologies to create personalized portfolios largely composed of Vanguard funds and ETFs, supported by a large team of advisors and a digital platform.
James N
Series 66
Malvern, PA
Vanguard Advisers
James Napier II is a financial advisor with Vanguard Advisers, holding a Series 66 designation and six years of industry experience. His career includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. He previously worked with Venio LLC dba Keane Unclaimed Property and was a self-employed contractor. 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 employs a goal-based, algorithm-driven investment approach using proprietary models and focuses on portfolios constructed largely from Vanguard funds and ETFs.
Brian R
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Brian Reynolds is a financial advisor with Vanguard Advisers holding Series 63 and Series 66 licenses and four years of industry experience. He has been with The Vanguard Group since 2019 and also has a long-standing role in the hospitality sector working with Finley Catering. Vanguard Advisers provides 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, leveraging proprietary models and Vanguard funds to deliver personalized portfolio solutions at scale.
Thomas L
Series 63, Series 65
Malvern, PA
Vanguard Advisers
Thomas Laky is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with The Vanguard Group since 2012. Vanguard Advisers delivers automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and largely constructs portfolios from Vanguard funds and ETFs.
Constantine N
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Constantine Nicopoulos is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, TD Private Client Wealth LLC, and AssuredPartners Investment Advisors, LLC. 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’s goal-based, algorithm-driven investment approach utilizes proprietary models to personalize asset allocations, with portfolios primarily composed of Vanguard funds and ETFs.
Richard M
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Richard Mc Elwee is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and nine years of industry experience. His background includes roles at Vanguard Marketing Corporation and The Vanguard Group, as well as positions in education at the University of Phoenix and Delaware County Community College. He has also managed a sound recording business for over a decade. Vanguard Advisers offers both automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with proprietary models to construct personalized portfolios largely composed of Vanguard funds and ETFs.
Michael P
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Michael Presser Jr. is a CFP®-designated financial advisor at Vanguard Advisers with 17 years of industry experience. He has worked at The Vanguard Group since 2008. Outside of his advisory role, he serves as treasurer for the Woodland String Band, a volunteer position involving management of the organization's financial operations. 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 primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team servicing model.
Phillip D
Series 63, Series 65
Malvern, PA
Vanguard Advisers
Phillip Dupont is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with The Vanguard Group, Inc. since 1992. Vanguard Advisers offers 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 to develop personalized asset allocations, managing large client volumes through a combination of digital platforms and advisor teams.
Danielle C
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Danielle Corey is a financial advisor with Vanguard Advisers based in Malvern, PA, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has been with The Vanguard Group since 2006. Additionally, she serves as co-trustee for an immediate family trust. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach to construct portfolios largely from Vanguard funds and ETFs, offering a high client-to-advisor ratio supported by a scalable digital platform.
Robert S
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Robert Schofield is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Giant Food Company and West Chester University. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing automated and human-supported investment advice through digital and personal advisor services. 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 a large client base across its automated platform.
Arlie H
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Arlie Huff is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Vanguard Advisers, Huff has held multiple self-employed roles and worked with several Vanguard affiliates. Outside of financial advising, Huff works as a contracted residential realtor. 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 to construct diversified portfolios mainly composed of Vanguard funds and ETFs.
Ryan S
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Ryan Szabo is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Lincoln Financial Distributors, Brinker Capital Investments, and The Vanguard Group. Vanguard Advisers delivers 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 manages a large client base through its digital platform and advisory team model.
Rilee K
Series 66
Malvern, PA
Vanguard Advisers
Rilee Kelly is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. Prior to joining Vanguard, Kelly worked at Blue Owl Capital and Morgan Stanley in 2024 and has experience in academic support roles at Seton Hall University and Brookville Area High School. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach featuring proprietary asset allocation models and portfolios primarily composed of Vanguard funds and ETFs.
Tyler H
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Tyler Harrison is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at Vanguard Advisers and related Vanguard entities since 2021, with prior experience at De Lage Landen Financial and Legend Financial Advisors. Outside of his advisory role, he owns and operates a retail business, 888Infinity, based in West Chester, 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 approach to portfolio construction, utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform combined with advisor support.
Samantha G
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Samantha Grissom is a CFP® with 13 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2012. She holds a Series 63 license and is based in Malvern, PA. Outside of her advisory role, she acts as a limited agent for her mother. Vanguard Advisers offers 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 featuring proprietary models and primarily uses Vanguard funds and ETFs in constructing portfolios.
Urszula D
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Urszula Dabrowski is a CFP® with 18 years of industry experience and has been with The Vanguard Group, Inc. since 2016. She is based in Malvern, PA, and holds the Series 63 designation. 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 and manages portfolios largely composed of Vanguard funds and ETFs, leveraging its scale and digital platform to serve hundreds of thousands of clients.
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