Dwayne Wright is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2015. He holds the Series 63 designation and is based in Charlotte, NC. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach. The firm manages large-scale client relationships using proprietary models and primarily invests in Vanguard funds and ETFs with tax-aware and customizable portfolio features.

David Van Brunt is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has worked at The Vanguard Group since 2018 and previously held roles at Benedictine University at Mesa and Great Hearts Academies. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm’s goal-based, algorithm-driven approach uses proprietary models to set personalized asset allocations with portfolios primarily composed of Vanguard funds and ETFs.

Tara Bechter is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and six years of industry experience. She has been with Vanguard since 2020, including her current role at Vanguard Advisers since 2026. Prior to joining Vanguard, she worked at Georgine's Jr, Delaware Valley University, Temple University, and Giant Food. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized asset allocations primarily using Vanguard funds and ETFs.

Sophal Pao is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Vanguard Group since 2018. Prior to that, he was employed at Axa Advisors, LLC and LaSalle University, and also spent over a decade at Streamlight, Inc. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach to asset allocation, utilizing proprietary models and largely investing in Vanguard funds and ETFs, while serving a large client base through digital delivery and a team servicing model.

Scott Love is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2019. He has been with Vanguard entities since 2004, including Vanguard Marketing Corporation and THE Vanguard Group, Inc. His practice is based in Scottsdale, AZ. 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 using proprietary methodologies and focuses on portfolios constructed mainly from Vanguard funds and ETFs.

Joshua Huston is a financial advisor with Vanguard Advisers in Scottsdale, Arizona, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with The Vanguard Group, Inc. since 2014. Vanguard Advisers delivers both automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary models and constructs portfolios mainly from Vanguard funds and ETFs with various tax-aware and customization features.

Todd Truitt is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2006. He is based in Scottsdale, AZ, and holds Series 63 and Series 65 licenses. 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 to portfolio construction, primarily using Vanguard funds and ETFs, and serves a large client base through a combination of digital platforms and advisor teams.

Christopher Wheeler is a CFP® credentialed financial advisor with Vanguard Advisers, based in Scottsdale, AZ. He has 19 years of industry experience, all of which has been with The Vanguard Group since 2004. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through both automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach and manages portfolios primarily using Vanguard funds and ETFs, offering various customization options including ESG considerations.

Samuel Moore is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses with five years of industry experience. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Techtronic Industries Power Equipment. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans through its digital and personal advisor services. The firm uses a goal-based, algorithm-driven investment approach with portfolios primarily constructed from Vanguard funds and ETFs, offering a range of customization options and tax-aware strategies.

Leslie Chatty is a CFP® with 25 years of industry experience, currently serving at Vanguard Advisers since 2016. She has also worked with Vanguard Marketing Corporation and The Vanguard Group since 2012. Leslie holds Series 63 and Series 65 licenses. Outside of her advisory role, she is an investor in Botanery Barn Distilling, LLC, a business located in Elverson, PA. 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 with portfolios constructed largely from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Dominic Saragaglia is a Series 66 licensed financial advisor with five years of industry experience. He is currently with Vanguard Advisers and The Vanguard Group, Inc. Outside of his advisory role, he is involved as a partner in Stay Seated, Inc., a food and beverage service mobile app, and is also a self-employed music uploader and author. 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, constructing portfolios mainly from Vanguard funds and ETFs with various customization options.

Matthew Jaskel is a CFP® with eight years of industry experience, currently serving as an advisor at Vanguard Advisers in Malvern, PA. His career includes multiple roles at Vanguard entities since 2017 and prior experience at GWFS Equities and Infosys BPM Limited. Outside of his financial career, he works as a freelance videographer for a local sports TV show. Vanguard Advisers provides both automated and human-supported investment advice, serving 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 with various tax-aware and customization features.

Amalie Packard is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 designations and four years of industry experience. She has worked at various roles within The Vanguard Group and its affiliates since 2022 and has prior experience in both private wealth and recreational department positions. Vanguard Advisers offers 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 primarily composed of Vanguard funds and ETFs. The firm manages a large number of client relationships through its digital platform and team servicing model.

Allison Erena is a financial advisor at Vanguard Advisers with a Series 66 designation and two years of industry experience. She has worked at The Vanguard Group since 2023 and has prior experience at Randstad, YAH Agency, and Arizona State University. 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, largely utilizing Vanguard funds and ETFs, and manages a high volume of client relationships through its digital platform and advisory team.

Jared Mullis is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations with four years of industry experience. His career includes roles at The Vanguard Group since 2022, as well as prior experience with Sealing Agents and NerdsToGo. Vanguard Advisers provides both automated and human-supported investment advice, serving retail investors and participants in employer-sponsored retirement plans through digital and personalized services. The firm’s investment approach is goal-based and algorithm-driven, utilizing Vanguard funds and ETFs with options for tax-aware strategies and portfolio customization.

Raymond Querey is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with The Vanguard Group since 1995. Vanguard Advisers provides 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 investment approach using proprietary models to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Brian Fay is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2016. He has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 1999. Based in Charlotte, NC, Fay holds Series 63 and Series 65 licenses. Vanguard Advisers provides investment advice through both automated and human-supported services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs.

Matthew Ciaglia is a CFP® with 16 years of experience in the financial industry. He is currently with Vanguard Advisers, where he has worked since 2021. His prior experience includes roles at Looking Forward Financial LLC, P.J. Robb Variable Corp., and BB&T / Crump Life Insurance Services. 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 investment approach and manages portfolios constructed mainly from Vanguard funds and ETFs.

Rong Xue is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and five years of industry experience. Her previous roles include positions at J.P. Morgan Securities LLC, Charles Schwab, and Merrill Lynch. Outside of her advisory work, she owns and minimally manages residential rental properties. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs.

Lony Parker is a CFP® professional with 16 years of experience in the financial industry. He currently works at Vanguard Advisers and has prior experience at Fisher Investments and Charles Schwab. Vanguard Advisers provides automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies and offers portfolios primarily composed of Vanguard funds and ETFs, with various customization options.