Holly Murphy is a financial advisor at Vanguard Advisers with four years of industry experience. She holds a Series 66 designation and has been with The Vanguard Group since 2022. Outside of her advisory role, she is a licensed realtor involved in real estate referrals. Vanguard Advisers offers both automated and human-supported investment advice, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Arlene Lewis Leader is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. Her prior roles include positions at Alight Financial Solutions, LLC and TIAA-CREF. Vanguard Advisers offers automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm’s investment approach combines goal-based, algorithm-driven strategies with portfolios primarily constructed from Vanguard funds and ETFs, delivered at scale through a digital platform supported by a large advisory team.

Hailey Mc Donald is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 66 and Series 63 registrations and six years of industry experience. She has been with Vanguard since 2020, including her current role at Vanguard Advisers starting in 2026. Prior to this, she held multiple positions at Gonzaga University and First Interstate Bank. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and manages a large client base through its combination of digital platforms and advisory teams.

Richard Marvray is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Robinhood Markets, and The Vanguard Group. Outside of his advisory work, he is employed as a server at Mellow Mushroom in Phoenix, AZ. Vanguard Advisers delivers automated and human-supported investment advice through digital and personal advisory services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios largely constructed from Vanguard funds and ETFs, supported by a large advisor team managing a high volume of client relationships.

Trey Jarmon is a financial advisor with Vanguard Advisers in Malvern, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Vanguard Advisers, he worked at Fidelity Brokerage Services and has held positions in various other companies across different industries. Vanguard Advisers provides 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, utilizing proprietary models to set personalized asset allocations primarily through Vanguard funds and ETFs.

Brad Wilinsky is a financial advisor at Vanguard Advisers with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with The Vanguard Group, Inc. and its related entities since 1997. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs. The firm serves hundreds of thousands of clients through a digital platform supported by over 2,200 advisors.

Ryan Albright is a Series 66-licensed financial advisor with Vanguard Advisers, based in Malvern, PA, and has three years of industry experience. Prior to joining Vanguard in 2022, he worked at Jacobson and Schmitt Advisors and held various roles in public service and higher education. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing both automated and human-supported investment advice through its digital and personal advisor services. The firm’s approach combines algorithm-driven, goal-based asset allocation with portfolios constructed primarily from Vanguard funds and ETFs, supporting a high volume of client relationships through a scalable, technology-forward model.

John Heppler is a CFP® with nine years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior experience includes roles at Bank of America and Merrill. He is based in Malvern, PA, and has been with The Vanguard Group since 2017. Vanguard Advisers provides both 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 portfolios largely composed of Vanguard funds and ETFs, supported by a large team and digital platform.

Branden Cruz is a financial advisor with Vanguard Advisers in Malvern, PA. He holds a Series 66 designation and has four years of industry experience. Prior to joining Vanguard, he worked at US Health Advisors, Nutrisystem, Keller Williams, Medtronic, DentaFuture Center, and Eastern University. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios mainly constructed from Vanguard funds and ETFs.

Corey Michael Huerta is a financial advisor with Vanguard Advisers holding a Series 66 designation and three years of industry experience. His work history includes roles at Vanguard Advisers, Vanguard Marketing Corporation, and The VANGUARD GROUP, INC., all since 2023. Prior to that, he has experience in various educational institutions. Vanguard Advisers provides automated and human-supported investment advice through Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and manages a large client base through its digital platform and team servicing model.

Patricia Lamotta is a CFP® with 15 years of experience in the financial services industry. She has worked at The Vanguard Group, Inc. since 2019 and previously spent 15 years at PNC Bank. She serves as president of the Great Bay Condominium Association board. 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 offers portfolios primarily constructed from Vanguard funds and ETFs with various customization options.

Jayson Allsbrook is a financial advisor with Vanguard Advisers in Charlotte, NC. Holding a Series 66 designation, he has seven years of industry experience, including roles at The Vanguard Group since 2018 and Heritage Wealth Advisors in 2017. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services to retail investors and employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies and primarily Vanguard funds and ETFs, managing a large client base with a combination of technology and advisor support.

Daniel Sonntag is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with Vanguard Advisers and has prior experience with the New Mexico Business Coalition and his own consulting firm, Sonntag Enterprises, Inc., where he provides consulting on human capital management and business strategy. He serves as treasurer on the board of the Nu Epsilon Education Fund Kappa Sigma Alumni Chapter and owns Ancho LLC, a business involved in real estate, travel, and pet products. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses an algorithm-driven, goal-based investment approach with portfolios constructed mainly from Vanguard funds and ETFs and offers a range of customization options alongside large-scale digital delivery supported by over 2,200 advisors.

Joshua Norton is a financial advisor at Vanguard Advisers with Series 66 and Series 63 licenses and three years of industry experience. Before joining Vanguard, he worked at Charles Schwab and held roles at various firms including Allbound and LogRocket. His background includes diverse professional experience outside of finance. 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, primarily using Vanguard funds and ETFs, and serves a large client base through its digital platform and team servicing model.

Joanna Rotenberg is a Series 66 licensed financial advisor with Vanguard Advisers, based in Malvern, PA, and has two years of industry experience. Prior to Vanguard, she held positions at FMR LLC, Fidelity Canada Shared Services Corp, and BMO Financial Group. She serves as board member and treasurer for Sinai Health System and is on the Rotman Dean’s Advisory Board at the University of Toronto. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios, mainly composed of Vanguard funds and ETFs, supported by a large advisor team and extensive digital delivery.

Rebecca Karlik is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with The Vanguard Group since 2010. 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 that relies on proprietary models and primarily Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team servicing model.

Alexander Johnson is a financial advisor at Vanguard Advisers with two years of industry experience. He holds the Series 63 and Series 66 designations and has been with Vanguard Advisers since 2025, also working with Vanguard Marketing Corporation and The Vanguard Group since 2023. Prior to joining Vanguard, he spent six years at the University of Pennsylvania. 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 approach with portfolios constructed mainly from Vanguard funds and ETFs, combining scale and digital delivery to manage a large client base across various investment solutions.

Neha Nagpal is a financial advisor at Vanguard Advisers with five years of industry experience. She holds Series 66 and Series 63 designations and has been with Vanguard entities since 2021, including roles at Vanguard Marketing Corporation and The Vanguard Group. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and offers portfolios constructed mainly from Vanguard funds and ETFs.

Jake Foreman is a financial advisor at Vanguard Advisers with one year of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC, Morison Cogen LLP, and Cook Legacy Advisors. His background also includes roles outside finance at Neumann University, Amazon, and Cardinal Health. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, focusing on retail investors and employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Michael Dove is a financial advisor at Vanguard Advisers in Charlotte, NC, with four years of industry experience. He holds the Series 66 designation and has previous experience at Edward Jones and as a self-employed advisor. Outside of his advisory work, he is involved in music creation and monetization. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans, providing automated and human-supported investment advice through digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach and manages large-scale client relationships primarily with Vanguard funds and ETFs.