Andrew Gallagher is a financial advisor with Vanguard Advisers based in Malvern, PA. He holds Series 63 and Series 66 licenses and has 13 years of industry experience, including service in the United States Marine Corps and the Pennsylvania Army National Guard. Outside of his advisory role, he works part-time as a server at Animated Brewing Company. 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, utilizing proprietary models and largely Vanguard funds to create tax-aware, customizable portfolios at scale.

John Taylor is a CFP®-designated financial advisor with Vanguard Advisers, based in Malvern, PA, and has 26 years of industry experience. He previously worked at TD Ameritrade from 2009 to 2017 before joining The Vanguard Group in 2017. Outside of his advisory role, he is a partner in a real estate property management business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants using goal-based, algorithm-driven strategies. The firm manages a large client base through a combination of digital platforms and a team servicing model, offering personalized portfolios primarily constructed from Vanguard funds and ETFs.

Arthur Saxon Jr. is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Malvern, PA. He has worked at The Vanguard Group, Inc. since 2015 and has experience as a financial power of attorney and co-trustee for family trusts. 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 approach using proprietary models and primarily Vanguard funds and ETFs, delivering scale through a combination of digital platforms and a large advisory team.

Scott Sassano is a financial advisor with Vanguard Advisers, holding a Series 66 designation and seven years of industry experience. He has been with Vanguard and its affiliated entities since 2019, including roles at Vanguard Marketing Corporation and The Vanguard Group. Prior to Vanguard, Sassano worked at Pruco Securities LLC and Strategic Financial Solutions. 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 portfolios constructed mainly from Vanguard funds and ETFs, serving a large client base through its digital delivery model.

Zachary Schruers is a financial advisor with Vanguard Advisers, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has been with Vanguard Advisers since 2018 and is also associated with The Vanguard Group and Vanguard Marketing Corporation. 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 to construct portfolios mainly from Vanguard funds and ETFs, emphasizing scale and digital delivery through its extensive advisor team and automated platform.

Alison Kerber is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2018. She previously worked at SFG Wealth Planning from 2005 to 2018. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach to create personalized portfolios primarily composed of Vanguard funds and ETFs, supporting a large client base through its digital platform and extensive advisor team.

Jeffrey Maichrowycz is a financial advisor with Vanguard Advisers in Malvern, PA, holding a Series 66 designation and 15 years of industry experience. He has been with Vanguard Advisers since 2019 and is also adjunct faculty at West Chester University, where he facilitates SIE coursework. Outside of advising, he is contracted with DoorDash as a delivery driver. 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 largely constructed from Vanguard funds and ETFs. The firm manages a high volume of client relationships through a combination of digital platforms and a team servicing model.

George Mastrogiorgos is a financial advisor with Ameriprise in Exton, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2003, including the current firm structure since 2020. He also owns and manages CSWMG, Inc., which provides administrative support and oversees employees for his financial planning practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement-income planning using proprietary analysis and third-party data. The firm’s approach includes non-discretionary implementation and operates within an investment universe influenced by its affiliated product relationships.

Jonathan Foreacre is a financial advisor at Vanguard Advisers with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard-related entities since 2010, including Vanguard Marketing Corporation and The Vanguard Group, Inc. He is based in Malvern, PA. 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 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.

Anmol Katyal is a financial advisor at Vanguard Advisers with one year of industry experience. He holds a Series 66 designation and previously worked at PNC Wealth Management and PNC Bank. Outside of finance, he has held a non-investment role as a front desk agent at Eden Resort & Suites. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, primarily serving 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, offering customized options including tax-aware features and ESG choices.

William Torres is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 66 and Series 63 licenses and three years of industry experience. He has been with Vanguard Advisers since 2026 and also has experience at Vanguard Marketing Corporation, The Vanguard Group, Temple University, T-Mobile, and the Community College of Philadelphia. 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 to construct portfolios mainly from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through its digital platform and team servicing model.

Michael Raleigh is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2013. He holds the Series 63 designation and is based in Malvern, PA. Vanguard Advisers provides 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 and constructs portfolios primarily from Vanguard funds and ETFs, managing a large client base through a combination of digital platforms and advisory teams.

Ryan Pryslak is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Wells Fargo Clearing, Citizen Securities, Inc., and J.P. Morgan Chase Bank. In addition to his advisory work, Pryslak serves as Director of Music at Immanuel Episcopal Church, playing organ and piano and directing the parish choir. 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 that utilizes proprietary models to personalize asset allocations, combining Vanguard funds and ETFs with features such as tax-aware strategies and customizable portfolio options.

Derrell Thompson is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has worked at various Vanguard entities since 2016 and maintains roles as a server for two local catering businesses. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven investment approach with portfolios constructed largely from Vanguard funds and ETFs.

Allen Butler is a financial advisor with Vanguard Advisers, holding Series 63, 65, and 66 credentials and bringing 30 years of industry experience. He has been with Vanguard Advisers since 2019 and has also been associated with Vanguard Marketing Corporation and The Vanguard Group since 2017. 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 that leverages proprietary methodologies and largely utilizes Vanguard funds and ETFs.

Frederick Hoey is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of The Hoey Group, a multi-generational team serving clients for over 50 years. Since joining the Hoey Team in 2003, Frederick has applied his background in small business management and continuing education to develop expertise in family wealth management strategies, personal retirement planning, and retirement income. He works closely with a diverse clientele including executives, business owners, physicians, attorneys, and multi-generational families across 38 states, focusing on personalized financial strategies that address clients’ long-term goals, cash flow needs, and asset allocation. Frederick holds a Bachelor’s Degree from the University of Notre Dame and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). His approach emphasizes customized wealth management solutions, clear communication, and proactive client service to simplify financial lives and support lasting financial success. Outside of his professional role, Frederick enjoys hiking, tennis, and woodworking. He lives in Pottstown with his partner Cassie and their two Newfoundland dogs, and he often travels to St. Augustine, Florida.

Peter Smith is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at KML Law Group and Med-Park Corp. Peter also spent four years at West Chester University. 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 uses a goal-based, algorithm-driven approach, largely employing Vanguard funds and ETFs, and manages a large client base with more than 2,200 advisors.

William Munro is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2026. He has been self-employed since 2022 and hosts the Trust Your Board Podcast, which he began in 2019. Munro has also been involved with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2014. Vanguard Advisers offers 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 provide personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Andrew Salayda is a CFP® credentialed financial advisor with Vanguard Advisers, bringing 22 years of industry experience. He has worked at THE Vanguard Group, Inc. since 2003 and is also the owner of Andrew Salayda Tax Services, a tax preparation business he has operated since 2011. Additionally, he has held roles in education with the Bensalem School District. 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 portfolios largely composed of Vanguard funds and ETFs, offering broad customization and tax-aware features.

Scott Feinman is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base, including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies utilizing in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.