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Matthew I
Series 66, Series 63, Series 65
Malvern, PA
Vanguard Advisers
Matthew Igus is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior experience includes roles at Citigroup, Wells Fargo, HSBC, and PNC Investments. 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 with proprietary models to construct portfolios mainly from Vanguard funds and ETFs, combining digital delivery with a large advisory team.
Stephen S
CFP®, Series 63, Series 65
Malvern, PA
Vanguard Advisers
Stephen Speers Jr. is a CFP® with 31 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2016. He has been with The Vanguard Group, Inc. and its affiliate Vanguard Marketing Corporation since 1995. 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 constructed from Vanguard funds and ETFs.
Clare M
Series 66, Series 63
Malvern, PA
Vanguard Advisers
Clare Monte is a financial advisor at Vanguard Advisers with three years of industry experience. She holds Series 66 and Series 63 licenses and has worked at The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2022. Prior to her current roles, she has experience in consulting and education, including a position at CapGemini and teaching roles at Saint Joseph's University and Catholic University of America. Vanguard Advisers delivers 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, primarily utilizing Vanguard funds and ETFs, and manages hundreds of thousands of clients through its scalable digital platform.
Victor M
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Victor Moran Jr. is a financial advisor at Vanguard Advisers with nine years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, The Haverford Trust Company, and self-employment. He holds the Series 63 and Series 66 designations. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing both automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach with personalized asset allocations and manages portfolios primarily using Vanguard funds and ETFs.
Edward B
Series 63, Series 65
Malvern, PA
Vanguard Advisers
Edward Blanchard Jr. is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at LPL Financial, Empower Financial Wellness, and Park Avenue Securities. 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 using proprietary models and primarily invests in Vanguard funds and ETFs.
Jimmy S
Series 63, Series 65
Malvern, PA
Vanguard Advisers
Jimmy Silvano is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with The Vanguard Group since 1992. 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 and manages a large client base through its digital platform and team servicing model.
William T
Series 66, Series 63
Malvern, PA
Vanguard Advisers
William Tavico Juan is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked with Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, he serves in the United States Marine Corps and operates a coffee wholesale business. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach to portfolio construction, utilizing Vanguard funds and ETFs and providing various customization options.
Matthew D
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Matthew D'antonio is a CFP®-credentialed financial advisor with 31 years of industry experience. He has been with The Vanguard Group, Inc. since 1991. 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 utilizes a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs.
Robert W
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Robert Whitlock is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 registrations and 16 years of industry experience. He has been with Vanguard Advisers since 2020 and affiliated with The Vanguard Group and Vanguard Marketing Corporation since 2011. Whitlock serves as a limited agent in a fiduciary capacity for immediate family members. Vanguard Advisers offers both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. Its investment approach is goal-based and algorithm-driven, utilizing proprietary models and predominantly Vanguard funds and ETFs.
John P
Series 63, Series 66
Malvern, PA
Vanguard Advisers
John Procak is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with The Vanguard Group since 2017 and previously worked at Randstad. Outside of finance, he has served as a PIAA basketball referee since 2008. 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 methodologies and offers a broad range of portfolio customization options primarily using Vanguard funds and ETFs.
Matthew S
Series 63, Series 65
Malvern, PA
Vanguard Advisers
Matthew Smith is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with The Vanguard Group, Inc. since 2011. Vanguard Advisers offers both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach with portfolios largely composed of Vanguard funds and ETFs, supported by a large advisory team and digital platform.
Alfred A
Series 66
Malvern, PA
Vanguard Advisers
Alfred Amato III is a Series 66-licensed financial advisor with five years of experience, currently with Vanguard Advisers. He has worked at various Vanguard entities since 2021 and has additional experience at firms including Randstad and Northwestern Mutual. Outside of advising, he operates an eBay sales business. 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 and portfolios primarily constructed from Vanguard funds and ETFs. The firm serves hundreds of thousands of clients through a large advisor team and emphasizes digital delivery alongside personalized asset allocation strategies.
Sean M
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Sean Molloy is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Randstad and Creative Capital Wealth Management Group. He is also affiliated with West Chester University of Pennsylvania. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.
Matthew H
Series 63, Series 65
Malvern, PA
Vanguard Advisers
Matthew Hildebrand is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at The Vanguard Group since 2005 and has been self-employed since 2017, providing career coaching as an independent contractor outside of his advisory role. 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 and portfolios constructed mainly from Vanguard funds and ETFs. The firm serves a large client base with a digital delivery model and emphasizes personalized asset allocations across various savings goals.
Jon E
CFP®, Series 63
Malvern, PA
Vanguard Advisers
Jon Engleman is a CFP® professional with 17 years of industry experience. He has been with Vanguard Advisers since 2011 and also holds roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Engleman 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 utilizes a goal-based, algorithm-driven approach to construct portfolios mostly from Vanguard funds and ETFs, supported by a large advisor team managing a high volume of client relationships.
Vikas K
Series 66
Malvern, PA
Vanguard Advisers
Vikas Kwatra is a financial advisor with Vanguard Advisers, holding a Series 66 designation and seven years of industry experience. Before joining Vanguard, he worked at Union Bank of Switzerland and Novartis Pharmaceutical. He is also the owner of a general contracting business outside the financial industry. Vanguard Advisers delivers 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 approach with portfolios constructed mainly from Vanguard funds and ETFs, emphasizing scale and digital delivery.
Stephen C
Series 66
Pottstown, PA
LPL Financial
Stephen Clark is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has previously worked at PFG Advisors and serves as a designated licensed producer for Diamond Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.
Justin H
Series 66
Malvern, PA
Vanguard Advisers
Justin Higgins is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds a Series 66 designation and has been with The Vanguard Group since 2017. Prior to Vanguard, he worked at Your Pie and Clemson University. Vanguard Advisers offers 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 to asset allocation, primarily using Vanguard funds and ETFs, and manages a large client base through its digital platform and team servicing model.
Matthew B
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Matthew Beers is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Vanguard entities since 2015, including roles at Vanguard Advisers and Vanguard Marketing Corporation. Outside of his professional duties, he serves as a trustee and power of attorney for immediate family members. 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 using proprietary models to create personalized portfolios predominantly composed of Vanguard funds and ETFs.
Julia L
Series 63, Series 66
Malvern, PA
Vanguard Advisers
Julia Lynch is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with The Vanguard Group, Inc. since 2012 and previously worked at Ann Taylor Loft from 2016 to 2017. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a high volume of client relationships through a combination of digital platforms and advisor teams.
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