Malvern, PA Office

Marissa Mycek is a financial advisor at Vanguard Advisers with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Vanguard affiliates since 2023. Outside of her advisory role, she has been involved with the Academy of Notre Dame and West Chester University. Vanguard Advisers offers both automated and human-supported investment advice, serving retail investors and retirement plan participants. The firm uses a goal-based, algorithm-driven approach to construct personalized portfolios primarily from Vanguard funds and ETFs, combining digital scale with advisor support.

Dylan Wolff is a Series 66-licensed financial advisor with Vanguard Advisers, bringing three years of industry experience. He has held roles within various Vanguard affiliates since 2023 and previously worked in retail and service positions. Vanguard Advisers provides both 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 to personalize asset allocations and offers a wide range of customizable portfolio options built mainly from Vanguard funds and ETFs.

Carmen Sinker is a financial advisor with Vanguard Advisers in Malvern, PA, holding a Series 66 credential. They have been with Vanguard Advisers and affiliated Vanguard entities since 2026. Prior to this, Carmen has work experience across several industries and roles, including positions at Bucknell University and the Pennsylvania Liquor Control Board. 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 approach using proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs with various tax-aware and customization features.

Joseph Furey is a CFP® professional with nine years of industry experience, currently serving as an advisor at Vanguard Advisers in Malvern, PA. His prior experience includes roles at Bryn Mawr Trust Advisors, Charles Schwab, UBS Financial Services, and JP Morgan Chase Bank. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Hannah Cresswell is a financial advisor at Vanguard Advisers with one year of industry experience. She holds the Series 66 designation and has prior work experience including roles at Nordstrom, Inc. and involvement with Moe Joe Coffee Company. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans by providing automated and human-supported investment advice through its digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary models to construct portfolios primarily from Vanguard funds and ETFs, offering various customization options and tax-aware features.

William Consolino is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 65 licenses with 30 years of industry experience. He previously worked at MM Ascend Life Investor Services LLC for nine years and served as a Retail Sales Manager in the Annuity Sales division at MassMutual Ascend Life Insurance Company. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based and algorithm-driven approach that incorporates proprietary models and tax-aware portfolio features. The firm manages a large client base through its digital platform and team servicing model, focusing primarily on retail and plan participant clients.

Nicolas Rocha is a financial advisor with Vanguard Advisers, holding Series 65 and Series 66 credentials and six years of industry experience. His prior work includes roles at Wasmer, Schroeder & Company, Inc., Affiliated Distributors, and Randstad. Outside of advising, he has worked as a contract driver for Uber. Vanguard Advisers provides automated and human-supported investment advice for retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach and offers portfolios constructed mainly from Vanguard funds and ETFs, with various tax-aware and customization features.

Sharon Huang Zhang is a financial advisor with Vanguard Advisers holding Series 66 and Series 63 licenses and four years of industry experience. She has worked at various Vanguard entities since 2021 and also serves as a front desk agent at Home2 Suites By Hilton Convention Center. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach that incorporates proprietary models and a range of customization options. The firm is notable for its scale and digital delivery, managing a large client base with an automated platform supported by a team of advisors.

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.

Shane Kozup is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 11 years of industry experience. Prior to joining Vanguard in 2025, he worked at Fidelity Personal and Workplace Advisors and Fidelity Investments from 2017 to 2025, as well as at Bank of America and Merrill from 2014 to 2017. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach to portfolio construction, primarily using Vanguard funds and ETFs, and manages a large client base through its digital platform and extensive advisor team.

Jonathan Hamill is a financial advisor at Vanguard Advisers with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank, and Wells Fargo Clearing. He is based in Malvern, PA. 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 featuring proprietary methodologies and primarily Vanguard funds and ETFs, serving a large client base through a high client-per-advisor ratio.

Ryan Ognall is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials. He has been with Vanguard and its affiliated entities since 2025. 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 and primarily constructs portfolios from Vanguard funds and ETFs, offering features such as tax-aware strategies and multiple customization options.

Gary White Jr. is a financial advisor at Vanguard Advisers with Series 66 and Series 63 designations and three years of industry experience. He has held roles at multiple Vanguard entities since 2023 and has worked as a pharmacy technician for CVS Health since 2013. 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 combines algorithm-driven, goal-based strategies with portfolios chiefly composed of Vanguard funds and ETFs, supporting a large client base through its digital platform and advisory team.

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.

Cameron Flowers is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Vanguard Marketing Corporation, The Vanguard Group, and Semrush. 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 with proprietary models to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs.