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Kenneth R
Series 66
Malvern, PA
Vanguard Advisers
Kenneth Rush is a financial advisor with Vanguard Advisers, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors and AXA Advisors, as well as work at St Davids Golf Club. He is currently employed by The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. 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 approach using proprietary models to create personalized portfolios primarily focused on Vanguard funds and ETFs.
Victor B
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Victor Bozadjian is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Bank and Wells Fargo Clearing Services. Outside of his advisory role, he serves as Treasurer on the board of the nonprofit Knights of Vartan-Ardashad, Inc. and works in direct care roles for two home healthcare services. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, using a goal-based, algorithm-driven approach that incorporates proprietary methodologies and Vanguard funds. The firm’s large scale and digital delivery model support a high client-to-advisor ratio and a range of customizable portfolio options.
Adam S
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Adam Strodel is a CFP® with 19 years of industry experience and has worked at The Vanguard Group since 2008. He is based in Malvern, PA, and holds a Series 63 license. Vanguard Advisers offers both 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 primarily constructed from Vanguard funds and ETFs, serving a large client base through its digital platform and extensive advisor team.
Hannah C
Series 66
Malvern, PA
Vanguard Advisers
Hannah Collins is a financial advisor with Vanguard Advisers, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard, she worked at Raymour & Flanigan for five years and has held positions in various other organizations, including The Devereux Foundation and Ferrells Classic Inc. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary models to tailor asset allocations, primarily using Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor support.
Mindi M
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Mindi Marisa is a CFP® professional with 24 years of industry experience, currently serving at Vanguard Advisers. She has been with The Vanguard Group since 2015. Outside of her advisory work, she teaches dance at Kicks Academy of Dance. Vanguard Advisers provides both automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with portfolios largely constructed from Vanguard funds and ETFs, emphasizing scale and digital delivery.
Elias G
Series 66
Malvern, PA
Vanguard Advisers
Elias Gazda is a Series 66 licensed financial advisor with Vanguard Advisers, where he has worked since 2023. He has four years of industry experience, including roles at Vanguard Marketing Corporation and The Vanguard Group. Outside of his advisory work, he has worked as a delivery driver for DoorDash. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and employer-sponsored retirement plan participants. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to construct diversified portfolios primarily from Vanguard funds and ETFs.
Gregory J
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Gregory Jackson is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Vanguard Marketing Corporation and The Vanguard Group, as well as prior employment with North Network Group LLC and the City of Philadelphia. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach that emphasizes personalized asset allocations through proprietary models. The firm’s scale and digital delivery support a large client base with a high client-per-advisor ratio.
Nicholas L
CFA®, Series 63
Malvern, PA
Vanguard Advisers
Nicholas Lomanto is a CFA® charterholder with 15 years of industry experience. He currently works at Vanguard Advisers and has been with Vanguard-related entities since 2011. He also has prior experience with NXT Sports LLC. 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. The firm serves a large client base through its digital delivery platform and team servicing model.
James S
Series 63, Series 65
Malvern, PA
Vanguard Advisers
James Santacroce is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. He has been with Vanguard Advisers since 2015 and also maintains ongoing roles with Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of his advisory work, he is a landlord and owner of a rental property in Wildwood, NJ. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with proprietary methodologies to create personalized portfolios largely composed of Vanguard funds and ETFs, serving hundreds of thousands of clients through a scalable digital platform and a team servicing model.
Julie E
CFP®, Series 63, Series 65
Malvern, PA
Vanguard Advisers
Julie Edwards is a financial advisor at Vanguard Advisers with 28 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Edwards has been with Vanguard Advisers since 2014 and has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 1997. She also serves as an executor of her father's estate. 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 asset allocation, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital delivery platform and team servicing model.
Megan M
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Megan Miller is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with The Vanguard Group since 1998. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.
Pasquale C
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Pasquale Caione is a financial advisor at Vanguard Advisers with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Vanguard in various capacities since 2000. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach and manages client portfolios primarily through Vanguard funds and ETFs.
Isaac M
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Isaac Morrison is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with Vanguard Advisers since 2025 and has held roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2021. Outside of his advisory work, he has experience in various business activities including a brief tenure with multiple companies across different sectors. 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 to tailor asset allocations and constructs portfolios mainly from Vanguard funds and ETFs, combining scale and digital delivery with a large advisory team.
Arlene M
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Arlene Metricarti is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Vanguard since 2017. Outside of her advisory role, she has been involved with Brick Lane Community Church in a staff position. 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 featuring proprietary methodologies and portfolios composed largely of Vanguard funds and ETFs.
Stephanie G
Series 66
Malvern, PA
Vanguard Advisers
Stephanie Galindo is a financial advisor at Vanguard Advisers with six years of industry experience. She holds the Series 66 designation and has been with The Vanguard Group since 2020. Prior to joining Vanguard, she worked at William Paterson University and TJX Companies. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.
Brandon M
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Brandon Malone is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 designations and having three years of industry experience. Prior to joining Vanguard Advisers, he worked at Apple for seven years. Outside of his advisory role, he operates as a freelance photographer specializing in photoshoots and videography. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm utilizes a goal-based, algorithm-driven approach with personalized asset allocations primarily composed of Vanguard funds and ETFs, and manages a large client base with a hybrid digital and team servicing model.
Jeffrey F
CFP®, CFA®, Series 63, Series 65
Malvern, PA
Vanguard Advisers
Jeffrey Freeman is a CFP® and CFA® with 22 years of industry experience. He is currently an advisor at Vanguard Advisers and has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 2003. 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 constructs portfolios from Vanguard funds and ETFs.
Alevtina S
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Alevtina Schlanger is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked primarily at The Vanguard Group since 2022, with prior roles including work at Randstad US and involvement in a non-profit environmental organization. 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 largely composed of Vanguard funds and ETFs. The firm serves a large client base through digital delivery and a team servicing model.
Carl O
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Carl Ozeck is a CFP® credentialed financial advisor with Vanguard Advisers, where he has worked since 2016. He has 13 years of industry experience and is also associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. He serves as a limited agent for his spouse’s investment activities. 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 using proprietary models to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs.
Zachary D
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Zachary Donahue is a CFP® with 10 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with The Vanguard Group since 2014. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach, constructing portfolios primarily from Vanguard funds and ETFs with various customization options.
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