Andrew Yorgey is a financial advisor with Vanguard Advisers, holding CFP®, Series 63, and Series 65 designations and bringing 34 years of industry experience. He has been with Vanguard Advisers since 2016 and is also involved with Summit Valley Holdings, LLC. Vanguard Advisers offers both 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 hundreds of thousands of clients through a digital platform supported by a large advisory team.

John Egan III is a CFP® and Series 63 credentialed financial advisor with 13 years of industry experience. He has been with Vanguard Advisers since 2018 and has held roles with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2013. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a large team of advisors managing a high volume of client relationships.

Graydon Schunkewitz is a CFP® certificant based in Exton, PA, with 10 years of industry experience. He has worked at The Vanguard Group and its affiliates for a decade before joining LPL Financial, where he has been an advisor since 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Jude Cooke is a CFP® and Series 66–licensed financial advisor with eight years of industry experience. They have worked at The Vanguard Group since 2021 and previously held roles at Lockwood Advisors Inc., Pershing LLC, Morgan Stanley, and BNY Mellon. Vanguard Advisers delivers 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 centered on proprietary methodologies and predominantly invests in Vanguard funds and ETFs.

Jennifer Kelly is a financial advisor with Vanguard Advisers in Malvern, PA. She holds the Series 66 designation and has four years of industry experience. Prior to joining Vanguard Advisers, she worked at The Vanguard Group, Inc. since 2021. Kelly serves as treasurer and board member for several local nonprofit organizations, including a high school rowing booster club and a civic association. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized asset allocations, with portfolios constructed mainly from Vanguard funds and ETFs.

Vincent Ham is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Malvern, PA. He has been with The Vanguard Group, Inc. since 2004. 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 primarily using Vanguard funds and ETFs, and is notable for its scale and digital delivery model.

Joseph Pancerella is a financial advisor with Ameriprise in Reading, PA, holding CFP® and Series 63 designations and bringing 22 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Next Financial Group, Inc. for 13 years and operated Pancerella & Associates for 16 years. He also manages a CPA firm, Pancerella & Associates LLC, where he provides tax preparation services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kacie Ryan is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and eight years of industry experience. Her career includes roles at The Vanguard Group since 2020, Ethos Capital Advisors, Citizens Bank, and Citizens Securities. Vanguard Advisers offers 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 portfolios constructed mainly from Vanguard funds and ETFs, combining digital delivery and personalized asset allocation.

Brian Campbell is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He previously worked at Bryn Mawr Capital Management, LLC and has spent the majority of his career at The Vanguard Group. Vanguard Advisers offers both automated and human-supported investment advice, 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, providing a high client-per-advisor ratio through its digital platform and team servicing model.

Max Pondolph is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following a year at Equitable Advisors LLC. Prior to his financial services career, he held positions at Aramark Food and Uniform Service and the Philadelphia Cricket Club. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles for multiple registered investment companies.

Nicholas Maglio is a financial advisor with Vanguard Advisers, holding the Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Vanguard since 2002, working across Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group Inc. in various roles. 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 proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through a combination of digital platforms and advisory teams.

Samuel Hicks is a financial advisor with Vanguard Advisers and holds a Series 66 designation. He joined Vanguard Advisers in 2026 and has prior experience including roles at Equitable Advisors and Jacksonville University. Outside of finance, he has been involved with RealJoy Vacations and Water's Edge Gastropub and Lounge. 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 models and primarily invests in Vanguard funds and ETFs.

Joseph Matranga is a CFP® affiliated with Vanguard Advisers, with 11 years of experience in the financial industry. He has worked at several Vanguard entities since 2015 and was previously involved with the West Chester United Soccer Club. 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 investment approach featuring personalized asset allocations and portfolios constructed mainly from Vanguard funds and ETFs.

Manisha Jaie is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has been associated with Vanguard entities since 2016. Vanguard Advisers provides 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 uses a goal-based, algorithm-driven approach and manages portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and tax-aware strategies.

Madeline Mccarthy is a Series 66 licensed financial advisor with Vanguard Advisers, Inc., and has eight years of industry experience. She has worked at Vanguard in various capacities since 2018, following earlier roles at Blue Rock Financial Group and Guardian Life Insurance. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, offering personalized, algorithm-driven portfolios primarily constructed from Vanguard funds and ETFs. The firm’s scale and digital platform enable management of a large client base with a high client-to-advisor ratio, focusing on goal-based investment strategies and customizable options.

Robert Curtis Jr. is a CFP®-certified financial advisor with Vanguard Advisers, based in Malvern, PA, and has 11 years of industry experience. He has worked at The Vanguard Group, Inc. over multiple periods totaling nine years and spent time at Facet Wealth and EMoney Advisor. Vanguard Advisers offers 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 investment approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a large team of advisors and digital delivery.

Matthew Shirley is a CFP® with 11 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. and its affiliated Vanguard Marketing Corporation since 2014. Vanguard Advisers offers automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Zhi Martinez is a CFP® and holds a Series 63 license, currently serving as an advisor at Vanguard Advisers with one year of experience. Prior to this role, Martinez worked at The Boston Consulting Group from 2015 to 2017 and has been with various Vanguard entities since 2017. Vanguard Advisers offers 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, using proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Kelly Mc Guire is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with The Vanguard Group, Inc. since 2018. Prior to this, she worked at Pennsylvania State University and Luigi & Giovannis. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that incorporates proprietary methodologies and primarily invests in Vanguard funds and ETFs.

Mark Malone is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple entities within The Vanguard Group since 2018. Outside of his advisory role, he owns and operates an e-commerce business focused on eBay sales. 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 and manages a large client base through a digital platform combined with advisor support.