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Robert C
CFP®, Series 63
Scottsdale, AZ
Vanguard Advisers
Robert Cartafalsa is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2017. He has been with various entities under The Vanguard Group umbrella since 2013. 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 largely Vanguard funds and ETFs. The firm manages a large client base through its digital platform supported by over 2,200 advisors.
Tyler C
CFP®, Series 66
Scottsdale, AZ
Vanguard Advisers
Tyler Craig is a CFP® professional with 22 years of industry experience, currently serving at Vanguard Advisers. His background includes roles at J.P. Morgan Securities LLC and multiple positions within Vanguard entities dating back to 2005. He serves as a board member of the nonprofit Fellowship of Christian Athletes in Phoenix, AZ. 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 with portfolios mainly composed of Vanguard funds and ETFs, leveraging scale and digital delivery to manage a large client base with over 2,200 advisors.
Dylan B
Series 66
Scottsdale, AZ
Vanguard Advisers
Dylan Barrera is a financial advisor with Vanguard Advisers, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Securities America Advisors, Primerica Advisors, and self-employed advisory work. Outside of his advisory career, he owns an e-commerce business, KCMB Enterprises, LLC. 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 primarily employing Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team advisory model.
John F
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
John Flores is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial LLC and The Vanguard Group, Inc. Flores has military experience from service in the U.S. Army Reserve and the United States Air Force. Vanguard Advisers offers 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, employing proprietary models and Vanguard funds to provide personalized asset allocations and tax-aware strategies at scale.
Audrey F
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Audrey Fuga is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. She has worked at The Vanguard Group and has prior roles including self-employment and service at various organizations. Outside of advising, she is contracted as a pet sitter. 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 Vanguard funds and ETFs, supported by a large team and digital platform.
Caleb R
Series 66
Scottsdale, AZ
Vanguard Advisers
Caleb Riccio is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. His work history includes roles at The Vanguard Group, Fiducient Advisors, and Chipotle. Outside of his advisory work, he operates an Etsy shop selling Excel templates and engages in freelance photography. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios constructed mostly from Vanguard funds and ETFs, emphasizing digital delivery and large-scale client servicing.
Lily A
CFP®, Series 63
Scottsdale, AZ
Vanguard Advisers
Lily Anderson is a CFP® certified financial advisor with five years of industry experience, currently with Vanguard Advisers. She has been associated with various Vanguard entities since 2021, including Vanguard Marketing Corporation and The Vanguard Group. Vanguard Advisers offers 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, utilizing proprietary models and primarily Vanguard funds and ETFs to tailor asset allocations and provide customization options.
John S
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
John Sickles is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Vanguard entities since 2017. His prior experience includes roles at State Farm Insurance and Arizona State University. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans, offering both automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach, primarily using Vanguard funds and ETFs, and manages a large client base through its digital delivery platform.
Thomas J
Series 63, Series 65
Scottsdale, AZ
Vanguard Advisers
Thomas Johnson is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked concurrently since 2011 with The Vanguard Group and is involved in non-investment roles as a tape operator for Burke Brothers Productions and as an official stats provider for CBS Sports Network. Vanguard Advisers offers automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm combines goal-based, algorithm-driven strategies with Vanguard funds and ETFs, serving a large client base through a scalable digital platform supported by a team of more than 2,200 advisors.
Jacob N
Series 66
Scottsdale, AZ
Vanguard Advisers
Jacob Newman is a financial advisor at Vanguard Advisers with a Series 66 designation. He has been with Vanguard and its related entities since 2025. His prior experience includes roles at The Tax Relief Group LLC and self-employment, as well as various positions outside financial services, such as in education and the food industry. 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 portfolios largely constructed from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through a combination of digital platforms and advisor teams.
Earl W
Series 63, Series 65
Scottsdale, AZ
Vanguard Advisers
Earl Weedon is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Schwab Private Client Investment Advisory, Charles Schwab, and USAA Financial Planning Services. He is based in Scottsdale, AZ. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving 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 tax-aware features.
Dean V
Series 63, Series 65
Scottsdale, AZ
Vanguard Advisers
Dean Vitali is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Vanguard Advisers since 2015 and has worked with various Vanguard entities since 1995. Vanguard Advisers provides automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to portfolio construction, emphasizing personalized asset allocations and a range of customization options, and manages a large client base through its digital platform and team servicing model.
Matthew C
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Matthew Curry is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and three years of industry experience. He has been with Vanguard Advisers since 2025 and also manages a sound equipment contracting business, Finite Electronics. Vanguard Advisers offers automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary tools to create personalized portfolios mainly composed of Vanguard funds and ETFs.
Gina C
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Gina Carollo is a financial advisor with Vanguard Advisers in Scottsdale, AZ. She holds Series 63 and Series 66 licenses and has four years of industry experience. Her background includes roles at The Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as prior experience outside the financial industry at Viking Cruises. Vanguard Advisers provides automated and human-supported investment advice, primarily serving 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 customization options such as ESG and tax-aware features.
Alexander F
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Alexander Fabris is a financial advisor at Vanguard Advisers with 10 years of industry experience. He has been with Vanguard Advisers, Inc. since 2019 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. He holds Series 63 and Series 66 designations. 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 constructed mainly from Vanguard funds and ETFs, and serves a large client base through its digital platform and extensive advisor team.
Sarah R
CFP®, Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Sarah Reynolds is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. She previously worked at Fidelity Investments for 14 years before joining Vanguard in 2025. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans through digital and personalized services. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and tax-efficient features.
George V
CFP®, Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
George Vargas is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His career includes roles at TD Ameritrade, USAA Financial Planning Services, and Fidelity. He is based in Scottsdale, AZ. Vanguard Advisers offers both 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 methodologies and primarily Vanguard funds and ETFs. The firm serves a large client base through its digital platform and team servicing model.
Will G
Series 66
Scottsdale, AZ
Vanguard Advisers
Will Garnaas is a financial advisor at Vanguard Advisers with a Series 66 designation and four years of industry experience. His prior roles include positions at The Vanguard Group, J.P. Morgan Chase & Co., and Sidecar LLC. He has also worked in various capacities outside finance, including at Grand Canyon University and local country clubs. 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 options for tax-aware features and customization.
Christine J
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Christine Jacot is a financial advisor at Vanguard Advisers with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Vanguard Advisers since 2019, following roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. She also serves as a trustee for an immediate family member’s investment. 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 investment approach with portfolios constructed largely from Vanguard funds and ETFs, delivering scalable digital solutions through a large advisory team.
John M
Series 63, Series 65, Series 66
Scottsdale, AZ
Vanguard Advisers
John Mcconnell is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Quantum, Sowell Management, and The Vanguard Group. He also maintains life and disability insurance licenses. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through its automated and human-supported advisory services, employing a goal-based, algorithm-driven investment approach that incorporates Vanguard funds and ETFs with tax-aware and customization features.
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