Omar Arce Felix is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes positions at Vanguard Marketing Corporation, The Vanguard Group, Inc., Randstad, Amazon, and service in the United States Air Force. 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 using proprietary models and constructs portfolios primarily from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Taylor O’Connell is a CFP® with 10 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been affiliated with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2016. 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 investment approach using proprietary models and largely constructs portfolios with Vanguard funds and ETFs, offering customization options such as ESG preferences and tax-aware features.

William Voncanon III is a financial advisor at Vanguard Advisers with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Vanguard-affiliated entities since 2010. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through its digital platform and a team servicing model.

Trent Chabot is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes positions at Lowe's Foods, Harris Teeter, and Winthrop University before joining The Vanguard Group in 2017. 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 create personalized asset allocations, primarily utilizing Vanguard funds and ETFs with various tax-aware and customization features.

Robert Renegar is a financial advisor at Vanguard Advisers in Charlotte, NC, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Vanguard Group, Inc. since 2016. Vanguard Advisers offers both 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 and manages portfolios primarily using Vanguard funds and ETFs, emphasizing tax-aware features and customizable investment options.

Tyrone Ward Jr. is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and four years of industry experience. He has been with Vanguard Advisers since 2025 and concurrently associated with Vanguard Marketing Corporation and The Vanguard Group since 2021. Outside of his advisory work, he also works as a contracted delivery driver. 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 using proprietary models to create personalized asset allocations, managing large-scale client relationships primarily through digital platforms and human advisor support.

Mario Rudolph is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at TIAA-CREF and LPL Financial. He is currently based in Charlotte, NC. Vanguard Advisers delivers 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 personalize asset allocations primarily through Vanguard funds and ETFs.

Andrea Lupercio Ocampo is a financial advisor at Vanguard Advisers with one year of industry experience. She holds Series 63 and Series 66 licenses and has prior work experience at Amazon and in education. Vanguard Advisers provides automated and human-supported investment advice through Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible 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 tax-aware features and customization options.

Faith Hurrinus is a financial advisor at Vanguard Advisers with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Vanguard Advisers, she held roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. She has also been involved with Jarek Auto Sales, LLC and worked at the University of North Carolina at Charlotte. 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 investment approach with portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and team servicing model.

Johnny Ruffin III is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. He has been involved with Vanguard Marketing Corporation and The Vanguard Group since 2022. Outside of his advisory work, he operates Ruffin Event Co., an event services company. 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 and servicing a large client base through a digital platform and advisory team.

Ryan Marsh is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at Principal Life Insurance Company and Mass Mutual Investors Services. Marsh also holds a fixed insurance agent role involving life, annuities, disability, long-term care, health, and group insurance products. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and offers portfolios primarily composed of Vanguard funds and ETFs with various customization options.

Alexis Montoya is a financial advisor at Vanguard Advisers with a Series 66 designation and three years of industry experience. Prior to joining Vanguard, Alexis worked in various roles including at Valeo Financial Advisors and Target. Alexis is also the owner of Fuego Mexican Restaurant LLC in Granbury, TX. 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 create personalized asset allocations, largely utilizing Vanguard funds and ETFs.

Alex Fish is a Series 66 credentialed financial advisor with eight years of experience, currently serving at Vanguard Advisers. His prior roles include work at Texas Tech University’s International Cultural Center and Texas Tech University itself. 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 personalized asset allocations primarily constructed from Vanguard funds and ETFs.

Mark Heater is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at The Vanguard Group since 2018 and previously contributed to the Heater Dynasty Podcast from 2020 to 2021. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach to asset allocation, using proprietary models and primarily Vanguard funds and ETFs to construct portfolios with various customization options.

Zachary Staheli is a Series 66-credentialed advisor with seven years of industry experience, currently serving at Vanguard Advisers in Scottsdale, AZ. He has held positions with multiple Vanguard entities since 2019 and founded A and Z Ventures, LLC, an LLC focused on research and design. 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 mainly composed of Vanguard funds and ETFs. The firm manages a large client base through digital delivery combined with a team servicing model.

Ivan Eiraldi is a CFP® with 15 years of industry experience, currently working at Vanguard Advisers since 2011. He is based in Malvern, PA, and holds a Series 63 license. Outside of his advisory role, he serves as an authorized agent on multiple family members' accounts. 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 proprietary models to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory team.

Logan Hester is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard in various roles since 2022. Prior to his advisory role, he worked in hospitality and financial services, including a position at Vidalia Restaurant. 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 portfolio construction, leveraging Vanguard funds and ETFs with tax-aware features and customization options.

Richard Carden is a CFP® with three years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has held positions at several firms including Greenleaf Trust and Empower Retirement. In addition to his advisory role, he teaches business principles, leadership, and professional development at Central Piedmont Community College. Vanguard Advisers offers both 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 create personalized portfolios primarily constructed from Vanguard funds and ETFs.

Sergio Villanueva is a financial advisor at Vanguard Advisers with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Vanguard entities since 2006, including roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. 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 personalized portfolios mainly from Vanguard funds and ETFs, supported by a large team of advisors and digital delivery.

Richard Bibeau is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Vanguard Advisers, he worked at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as H&M Hennes & Mauritz. 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 methodologies and constructs portfolios mainly from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.