Jonathan Kushner is a financial advisor at Vanguard Advisers with two years of industry experience. He holds a Series 66 designation and has worked at various Vanguard affiliates since 2019. Prior to joining Vanguard, he was employed at DaVita and Duke University. 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, primarily constructing portfolios from Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory team.

David Stecz is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with The Vanguard Group since 2018. Prior to Vanguard, he held roles at Spooky Nook Sports, Randstad, and Messiah College. 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 construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and extensive advisor team.

Daniel Tafoya is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior roles include positions at T. Rowe Price Advisory Services, USAA Financial Advisors, and Confidence Wealth Management. Outside of advising, he is the owner of Digital Stage Bookkeeping, LLC, a bookkeeping business. Vanguard Advisers provides 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 approach and manages portfolios mainly composed of Vanguard funds and ETFs, supported by a large advisory team and scalable digital platform.

Jacob Hoeting is a CFP®-credentialed financial advisor with five years of industry experience, currently affiliated with Vanguard Advisers in Plano, TX. His prior experience includes several roles at Fidelity Investments and Fifth Third Bank. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, supported by digital delivery and a large advisory team.

Anwesha Basu is a CFP® and Series 63–licensed financial advisor with 20 years of industry experience. She has been with Vanguard Advisers since 2019 and concurrently holds roles within The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2010. 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, constructing portfolios primarily from Vanguard funds and ETFs while offering a range of customization options and tax-aware features.

Jonathan Britt is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 credential and nine years of industry experience. He has worked with several firms including Fidelity Investments, Fisher Investments, and Edward Jones. Outside of his advisory role, he owns an e-commerce business called RetroMage LLC. Vanguard Advisers delivers 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 using proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Aaron Shackelford is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at American Express and Vanguard Group. 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 incorporates proprietary models and a range of customization options. The firm manages a large client base through digital delivery and a team servicing model.

Tristan Proctor is a financial advisor at Vanguard Advisers with a Series 66 credential. He has been with Vanguard and its affiliated entities since 2025. Prior to his financial services career, his work experience includes roles in education and the retail and food service industries. 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 mainly using Vanguard funds and ETFs, with a focus on scalable digital delivery supported by a large advisory team.

Ryan Ahlman is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 66 and Series 63 registrations with eight years of industry experience. His career includes roles at The Vanguard Group and Vanguard Marketing Corporation since 2018, as well as prior experience at Oakwood Worldwide. 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 set personalized asset allocations, constructing portfolios mainly from Vanguard funds and ETFs with tax-aware and customization features.

Charles Hoffecker is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Merrill Lynch and Bank of America. Outside of his advisory work, he operates an e-commerce business specializing in sports trading cards. 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 investment approach, constructing portfolios primarily from Vanguard funds and ETFs with various tax-aware and customization features.

Margaret Bradley is a financial advisor at Vanguard Advisers with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Vanguard-affiliated firms since 2004. Her current role at Vanguard Advisers began in 2020. Vanguard Advisers offers both 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 investment approach featuring proprietary methodologies and customizable portfolios constructed mainly from Vanguard funds and ETFs.

Bing Wright is a CFP® with four years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with The Vanguard Group since 2010. Outside of his advisory role, he is a passive investor in residential rental properties. Vanguard Advisers provides both 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 to create personalized portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through its digital delivery platform and extensive advisor team.

Connor Weikert is a Series 66 licensed financial advisor at Vanguard Advisers with five years of industry experience. He has worked at Vanguard and its affiliated entities since 2021, and previously held positions at Equitable Advisors, Gorfine Schiller & Gardyn, and was self-employed. He also has experience in academic roles at McDaniel College and Gettysburg College. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, using a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs. The firm serves a large client base through a digital platform supported by over 2,200 advisors.

Matthew Dougherty is a financial advisor with Vanguard Advisers, holding a Series 66 designation and two years of industry experience. He has worked at multiple Vanguard affiliates since 2024 and has prior experience at Randstad and Farther Finance, among other organizations. 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 with proprietary models to construct portfolios primarily from Vanguard funds and ETFs, offering various customization options.

Brett Moore is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, Inc., and PNC Financial Services Group. Vanguard Advisers provides automated and human-supported investment advice primarily to 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 high client-to-advisor ratio due to its scale and digital delivery model.

Kiana Andrews is a financial advisor at Vanguard Advisers with one year of industry experience. She holds the Series 66 credential and has prior experience at First Command Financial Services. 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 featuring personalized asset allocations built largely from Vanguard funds and ETFs.

Jonathan Battiste is a CFP® professional with 20 years of experience at The Vanguard Group, Inc., where he has worked since 2006. He holds Series 63 and Series 65 licenses and is based in Malvern, PA. 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 that incorporates proprietary models and a wide range of customization options. The firm serves hundreds of thousands of clients through a scalable digital platform supported by more than 2,200 advisors.

Jeremy Thomas is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at FedEx Office and Montgomery County Community College. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and eligible retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs.

Jonathan Jana is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 18 years of industry experience. He previously worked at American Communications Network and It Works before joining The Vanguard Group in 2007. 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 approach utilizing proprietary models to personalize asset allocations and constructs portfolios mainly from Vanguard funds and ETFs, serving a large client base through digital delivery and advisor support.

Stephen Becker is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63, 65, and 66 credentials and five years of industry experience. His work history includes roles at The Vanguard Group, Inc., Sedgwick, State Farm Insurance, and periods of self-employment. 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 primarily constructs portfolios using Vanguard funds and ETFs.