Shane Benjamin is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Vanguard in 2018, he worked at Randstad and Allied Barton Security Services. 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 is notable for its scale and digital delivery, managing hundreds of thousands of client relationships with over 2,200 advisors.

Gary White Jr. is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Vanguard Advisers, he has been associated with several Vanguard entities since 2023 and has worked in various roles including at CVS Health, where he continues to work as a pharmacy technician. Vanguard Advisers provides automated and human-supported investment advice through services such as Vanguard Digital Advisor and Vanguard Personal Advisor, catering primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies and primarily invests client assets in Vanguard funds and ETFs.

Gregory Warburton is a CFP® with 38 years of industry experience currently with Vanguard Advisers, where he has worked since 2017. Prior to joining Vanguard, he spent 28 years at Fidelity Brokerage Services, Inc. He holds Series 63 and Series 65 licenses. Vanguard Advisers serves retail investors and eligible 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 models and primarily constructs portfolios from Vanguard funds and ETFs, offering a range of customization options.

John Gardner is a financial advisor at Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses with 10 years of industry experience. He has been with The Vanguard Group, Inc. since 2016. Vanguard Advisers offers 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, incorporating tax-aware features and customization options.

Richard Badis is a financial advisor at Vanguard Advisers with five years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Northwestern Mutual, and Morgan Stanley. Badis also serves as a limited agent managing a fiduciary account for an immediate family member. 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 set personalized asset allocations, with portfolios mainly constructed from Vanguard funds and ETFs.

Brenda Belfiglio is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and two years of industry experience. She has been with Vanguard Advisers since 2026 and concurrently with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2024. Prior to her career in finance, she worked for 15 years in the Chichester School District. 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 employs a goal-based, algorithm-driven investment approach using proprietary methodologies and constructs portfolios mainly from Vanguard funds and ETFs.

Brandon Weber is a financial advisor at Vanguard Advisers with Series 66 credentials and one year of industry experience. He has worked in roles at The Vanguard Group, TravisMathew, CVS Pharmacy, and served in the United States Army National Guard. Prior to joining Vanguard Advisers, he was self-employed for one year. 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 portfolios constructed primarily from Vanguard funds and ETFs, supported by a digital delivery model and a large team of advisors.

Jeffrey Bohus is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Pizzo is a financial advisor at Vanguard Advisers with Series 63 and Series 66 designations and four years of industry experience. He has worked at The Vanguard Group since 2021 and previously held positions at Empire Management Group, Amazon, and the Rhode Island Department of Revenue. 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 that employs proprietary models and primarily Vanguard funds and ETFs. The firm manages a high volume of client relationships through its digital platform and a large team of advisors.

Robert Kubiak is a financial advisor at Vanguard Advisers with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with The Vanguard Group since 1998. Outside of his advisory role, he has been involved in operating Twisties Tavern since 1999. 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 portfolio construction, primarily employing Vanguard funds and ETFs, and manages a large client base through its digital platform supported by over 2,200 advisors.

Thomas Maltese is a CFP® professional with 22 years of industry experience, currently serving at Vanguard Advisers since 2015. He has been associated with Vanguard Marketing Corporation and The Vanguard Group Inc. since 2004. Vanguard Advisers offers 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 featuring proprietary methodologies and portfolios constructed mainly from Vanguard funds and ETFs.

Michael Simek is a CFP® with 19 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2011. He has worked with Vanguard Marketing Corporation and The VANGUARD GROUP, INC. since 2005. 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 approach and primarily constructs portfolios from Vanguard funds and ETFs, offering a variety of customization options.

Matthew Davis is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory work, he performs as a professional bagpiper and serves as Treasurer on the board of the Philadelphia Ulster Scottish Pipe Band. 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, utilizing proprietary models and primarily Vanguard funds and ETFs to construct personalized portfolios.

Darrin Hoffman is a CFP® with 32 years of industry experience, currently serving at Vanguard Advisers. His previous roles include positions at Merrill Lynch and Vesper Capital Management. Outside of finance, Hoffman engages in underwater photography and instruction as a self-employed photographer. 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 to portfolio construction, primarily employing Vanguard funds and ETFs, and serves a large client base through a digital delivery and team servicing model.

Daniel Davis is a financial advisor with Vanguard Advisers, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Vanguard since 2013, working at both Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of his advisory role, he is involved as a minority interest owner in private placement ventures and owns rental property. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, focusing primarily on retail investors and retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs, emphasizing scale and digital delivery across a large client base.

Douglas Rothenberger is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Ascensus and KeyBank. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service aimed at clients approaching or in retirement, providing tailored retirement-income planning and ongoing advice based on proprietary research and third-party data.

Konrad Stauffer is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Vanguard Advisers since 2017 and is also employed in order fulfillment at Home Depot. 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 constructed mainly from Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing a large client base through both automated platforms and advisor teams.

Michael Levay is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63, Series 66, and Series 65 registrations. He has four years of industry experience, including roles at TD Bank and its private client wealth division before joining Vanguard in 2026. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s goal-based, algorithm-driven approach uses proprietary models to set personalized asset allocations, primarily through Vanguard funds and ETFs, combining digital delivery with a large team of advisors.

Marshall Blalock is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. His professional background includes roles at PNC Investments and PNC Bank from 2006 to 2017, followed by his current position at The Vanguard Group since 2017. Outside of finance, he is active as a musician and producer with Bandcamp. 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, primarily utilizing Vanguard funds and ETFs, and manages a large client base with over 2,200 advisors.

Joseph Adams is a financial advisor with Vanguard Advisers, holding a Series 66 designation and with one year of industry experience. He has been with Vanguard Advisers and its affiliated entities since 2026. Prior to joining Vanguard, his background includes various roles unrelated to finance, including work in education and service industries. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, 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 offers portfolios constructed mainly from Vanguard funds and ETFs with various tax-aware and customization features.