Jameson Funk is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and six years of industry experience. He has held roles at Vanguard Advisers and The Vanguard Group since 2020 and owns two consulting businesses focused on business operations and financial analysis. 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.

Aidan Williams is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Vanguard entities since 2021. Prior to joining Vanguard, he held positions at Whole Foods Market and other local businesses. 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 mainly from Vanguard funds and ETFs, offering a wide range of customization options.

Mario Aguilera Jr. is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. He has been with Vanguard Advisers and its affiliated entities since 2021. Prior to this, he worked in the food service industry and held roles at educational institutions including the University of Texas at El Paso and El Paso Community College. Vanguard Advisers provides both 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 portfolios primarily composed of Vanguard funds and ETFs, offering customization options and tax-efficient strategies.

Jacquelyn Hartman is a financial advisor at Vanguard Advisers based in Scottsdale, AZ, holding Series 63 and Series 66 credentials with seven years of industry experience. She has been with Vanguard entities since 2017, including Vanguard Advisers since 2026. 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 investment approach using proprietary models and primarily Vanguard funds and ETFs, supporting customized portfolio features and large-scale digital delivery.

Colleen Laudermilch is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. She holds Series 63 and Series 66 designations and has 25 years of industry experience, including 10 years with The Vanguard Group. 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 approach using proprietary models to construct portfolios mainly from Vanguard funds and ETFs, offering a range of customization options.

Delbert Stafford is a CFA® charterholder with 33 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2025. He previously worked at BlackRock for 15 years. Stafford serves on the advisory board at William Jessup University, advising on curriculum and program enhancements, and is a finance committee board member at Seven Hills School, involved in budgeting and fundraising. 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 and builds portfolios mainly from Vanguard funds and ETFs, with features including tax awareness and customization options.

David Ruiz is a financial advisor with Vanguard Advisers, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Merrill Lynch and Bank of America. 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 portfolios largely invested in Vanguard funds and ETFs.

Zachary Wik is a CFP® and holds Series 63 and Series 66 licenses with eight years of industry experience. He is currently with Vanguard Advisers and its affiliates, where he has worked since 2025. Prior to that, he held positions at Ironwood Wealth Management, Financial Engines Advisors, and Charles Schwab among others. Outside of his primary role, he serves as a limited agent in a fiduciary capacity for a family member’s investment activities. 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 that utilizes proprietary models to personalize asset allocations and offers portfolios constructed mainly from Vanguard funds and ETFs with various tax-aware and customization features.

Christopher Keller is a financial advisor at Vanguard Advisers with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at The Vanguard Group since 1999. From 2009 to 2016, he was involved with Hey Bartender. 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 to portfolio construction, primarily using Vanguard funds and ETFs, and manages a large client base through its digital platform and team servicing model.

Joseph Disciullo is a CFP® with 22 years of industry experience and has been with The Vanguard Group, Inc. since 2011. He is based in Scottsdale, AZ, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with Arizona Tech Investors, an investor platform, in a passive capacity. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s approach combines goal-based, algorithm-driven strategies with personalized asset allocations primarily using Vanguard funds and ETFs, serving a large client base through its scalable digital platform and a team of over 2,200 advisors.

Sandra Yee is a CFP® with 10 years of industry experience currently serving at Vanguard Advisers since 2019. She has been associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2015. Outside of her advisory role, she has been involved with Yin, Yang & Chocolate, a business she worked with for 17 years. Vanguard Advisers offers a blend of 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 primarily composed of Vanguard funds and ETFs, supported by a large team of over 2,200 advisors managing extensive client relationships.

Nichole Yirku is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. She is also the owner of Madame Fiore LLC, a clothing business where she designs clothes. 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 personalized asset allocations, mainly employing Vanguard funds and ETFs, supported by a large team of advisors and digital platform delivery.

Allyson Grill is a financial advisor at Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials with three years of industry experience. Her background includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and various educational institutions. 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’s approach uses goal-based, algorithm-driven portfolio management primarily constructed from Vanguard funds and ETFs, with various tax-aware and customization features.

Jeffrey Marino is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and having one year of industry experience. His background includes roles at The Vanguard Group, National Service Bureau, and Cox Enterprises, among others. 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 using proprietary models and offers a range of customizable portfolios constructed mainly from Vanguard funds and ETFs.

Sultan Atkin is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Vanguard Advisers, he worked at Edward Jones and Wells Fargo in various roles. Outside of his advisory work, he owns and operates EAA Trading LLC, an online business selling organic baby items. 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 with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options.

Ross Fraser is a financial advisor at Vanguard Advisers with six years of industry experience. He holds a Series 66 credential and has worked at Vanguard since 2020, following a brief tenure at the United Services Automobile Association. Vanguard Advisers offers 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 to portfolio construction, primarily using Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisory teams.

Matthew Trink is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Vanguard Advisers. His prior roles include positions at Charles Schwab and Ash Brokerage. Outside of financial advising, he owns Roscoe & Louie Transportation, a transportation service 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 with portfolios mainly composed of Vanguard funds and ETFs, emphasizing scalable digital delivery combined with advisor support.

Kevin Fitzpatrick is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Vanguard Advisers, he worked at U.S. Bancorp Advisors, Charles Schwab & Co., and Wells Fargo Bank. 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 uses a goal-based, algorithm-driven investment approach with portfolios primarily constructed from Vanguard funds and ETFs.

Jason Schiffman is a financial advisor at Vanguard Advisers with 16 years of industry experience. He has been with Vanguard Advisers since 2014 and has worked within various Vanguard entities since 2010. He holds the Series 63 and Series 65 designations and is based in Scottsdale, AZ. 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 utilizing proprietary models to create personalized asset allocations, offering a wide range of customization options and managing portfolios primarily with Vanguard funds and ETFs.

Sherri Reeves is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 designations and 17 years of industry experience. She has been with The Vanguard Group since 2016. Vanguard Advisers offers 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 using proprietary glide-path methodology and the Vanguard Capital Markets Model to construct portfolios primarily from Vanguard funds and ETFs.