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Keith T

Series 66

Scottsdale, AZ

Vanguard Advisers

Keith Tengberg is a financial advisor at Vanguard Advisers with 16 years of industry experience. He holds a Series 66 designation and has worked at Vanguard since 2018. His prior experience includes roles at USAA Investment Management Company, USAA Financial Planning Services, and Arizona State University. Vanguard Advisers offers 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 portfolio construction, primarily using Vanguard funds and ETFs, and serves a large client base through a combination of digital platforms and advisor teams.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Matthew E

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Matthew England is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at Vanguard and its affiliated entities since 2023 and serves as an officer candidate in the Arizona Army National Guard. He is also the owner of Four Peaks Adventure Vans, LLC, a van rental business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm is notable for its scale, digital delivery, and model portfolios offered to intermediaries.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Kaitlyn H

Series 66

Scottsdale, AZ

Vanguard Advisers

Kaitlyn Hathcock is a financial advisor with Vanguard Advisers, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard, she has experience in self-employment and the hospitality sector. She is also the owner of Golden Hour Vintage, LLC, a retail sales business involved in sourcing, in-person events, online sales, and operational oversight. Vanguard Advisers provides automated and human-supported investment advice through services like Vanguard Digital Advisor and Vanguard Personal Advisor, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed primarily from Vanguard funds and ETFs, emphasizing tax-aware features and customization options.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Quentin K

Series 66

Scottsdale, AZ

Vanguard Advisers

Quentin Keith is a financial advisor with Vanguard Advisers, holding a Series 66 designation and beginning his industry experience in 2025. His prior work includes roles at Prudential/LPL Enterprise, Coilcraft, Papa Johns, and teaching positions at educational institutions. Vanguard Advisers provides both 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 Vanguard funds and ETFs with various customization options.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Kevin B

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Kevin Bauman is a financial advisor at Vanguard Advisers with seven years of industry experience. He has worked at Vanguard Advisers since 2021 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. Prior to his current roles, Bauman held positions at Waste Management and Trendway. Vanguard Advisers serves retail investors and employer‑sponsored retirement plan participants through a combination of automated and human-supported investment advice. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models to construct personalized portfolios primarily composed of Vanguard funds and ETFs, with various tax-aware and customization features.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Jonathan H

CFP®, Series 63, Series 65

Scottsdale, AZ

Vanguard Advisers

Jonathan Hohn is a CFP® with 13 years of industry experience, currently serving at Vanguard Advisers in Scottsdale, AZ. He has been with The Vanguard Group and its affiliates since 2014. Outside of his advisory role, he serves as a board member on the finance committee of the Unitarian Universalist Congregation of Phoenix. 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 utilizing proprietary models to create personalized asset allocations, primarily investing in Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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James G

CFP®, Series 63

Scottsdale, AZ

Vanguard Advisers

James Greer is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior experience includes thirteen years at The Vanguard Group, Inc. and one year at Mercer Global Advisors, Inc. He is based in Scottsdale, AZ. 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 employs a goal-based, algorithm-driven investment approach and manages a large client base through its combination of technology and a team servicing model.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Jack H

Series 66

Scottsdale, AZ

Vanguard Advisers

Jack Hoffmann is a financial advisor with Vanguard Advisers in Scottsdale, AZ. He holds a Series 66 designation and has been with Vanguard since 2026. Prior to Vanguard, he held various positions in marketing, communications, and education. He is also currently affiliated with Arizona State University. Vanguard Advisers offers automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach that uses proprietary models to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Randall M

Series 66

Scottsdale, AZ

Vanguard Advisers

Randall Murray is a financial advisor with Vanguard Advisers, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Edward D. Jones & Co., L.P., Bankers Life and Casualty Company, and Zillow Closing Services. He is based in Scottsdale, AZ. 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 utilizing proprietary models and predominantly Vanguard funds and ETFs, delivering services at scale through a combination of digital platforms and a large advisory team.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Public Service Employee Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Elise O

CFP®, Series 63, Series 65

Scottsdale, AZ

Vanguard Advisers

Elise Oligmueller is a CFP®-certified financial advisor with 13 years of industry experience, currently serving at Vanguard Advisers since 2012. She holds Series 63 and Series 65 licenses and 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. The firm employs a goal-based, algorithm-driven investment approach, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform and extensive advisory team.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Kyle R

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Kyle Richard is a financial advisor at Vanguard Advisers with two years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes positions at Longview Strategy Group, AT&T, and PayPal, as well as entrepreneurial activities such as owning R&B Snack Solutions, LLC and ongoing engagements as a self-employed professional. He has also been affiliated with the University of Phoenix for eight years. 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 mostly composed of Vanguard funds and ETFs, supported by tax-aware and customizable investment options.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Casey B

Series 63, Series 65

Scottsdale, AZ

Vanguard Advisers

Casey Bowman is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Vanguard Advisers and related Vanguard entities in 2026, Casey worked at Merrill, Bank of America, JPMorgan Securities, and TFO Phoenix, Inc. He also has experience connected to the University of Arizona. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. Its investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized asset allocations primarily using Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Joshua H

CFP®, Series 63

Scottsdale, AZ

Vanguard Advisers

Joshua Hawkins is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Scottsdale, AZ. He has worked with The Vanguard Group, Inc. since 2014 and holds Series 63 certification. Outside of his advisory role, Hawkins operates a small business selling vintage household items. 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, offering portfolios constructed mainly from Vanguard funds and ETFs with options for customization, serving a large client base through a scalable digital platform.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Beren B

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Beren Brown is a financial advisor at Vanguard Advisers with nine years of industry experience. Brown holds Series 63 and Series 66 designations and has been with The Vanguard Group since 2016. Prior work experience includes roles at Randstad and Tolleson Steel. Vanguard Advisers delivers automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard 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 to create personalized portfolios mainly composed of Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Christopher M

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Christopher Miller is a financial advisor at Vanguard Advisers in Scottsdale, AZ, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with Vanguard-affiliated entities since 2019. His earlier work includes roles in education and healthcare organizations. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based and algorithm-driven approach. The firm manages a large client base with a high client-per-advisor ratio, offering portfolios primarily composed of Vanguard funds and ETFs with various tax-aware and customization features.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Isaac C

Series 66

Scottsdale, AZ

Vanguard Advisers

Isaac Carr is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding the Series 66 designation and having one year of industry experience. Prior to his current role, he has worked in various positions including self-employment and roles at Northern Arizona University and other companies. Outside of advising, he is involved in home renovation projects on a part-time basis. 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 broad range of customizable portfolios largely composed of Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Dennys E

Series 66

Scottsdale, AZ

Vanguard Advisers

Dennys Esquivel is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior roles include positions at Target, Townsquare Interactive, and Sunbit. He is based in Scottsdale, AZ. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering customization options such as ESG and tax-aware features.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Dylan C

Series 66

Scottsdale, AZ

Vanguard Advisers

Dylan Cazarez is a financial advisor at Vanguard Advisers with two years of industry experience. He holds the Series 66 designation and has previously worked with 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 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.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Gustavo G

Series 66

Scottsdale, AZ

Vanguard Advisers

Gustavo Giron Andreu is a financial advisor at Vanguard Advisers with a Series 66 designation and two years of industry experience. Prior to joining Vanguard, he worked at Bank of America Corporation and has held various positions in diverse fields including hospitality and real estate. He is also employed at Casa Amigos Nightclub in Scottsdale, Arizona, where he assists with operational duties. 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 is notable for its scale and digital delivery model.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Kenneth W

CFP®, Series 65, Series 66

Scottsdale, AZ

Vanguard Advisers

Kenneth Wharton is a CFP® professional with 17 years of experience, currently advising at Vanguard Advisers. He has held various roles within Vanguard entities since 2011 and previously worked at Wells Fargo Clearing for two years. Outside of finance, he owns S.C. Services, LLC, a business specializing in the sale of portable generator parts. 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, utilizing proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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