Jacob Hybert is a Series 66–licensed financial advisor with Vanguard Advisers, based in Scottsdale, AZ. He has three years of industry experience and has been with Vanguard and its affiliated entities since 2022. His prior work includes roles outside the financial sector and academic involvement at Arizona State University. Vanguard Advisers offers 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 constructed mainly from Vanguard funds and ETFs, delivering services through a large-scale digital platform supported by over 2,200 advisors.

Ryan Lotz is a financial advisor at Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work history includes positions at Vanguard Marketing Corporation, The Vanguard Group, and several other firms, as well as experience as a self-employed professional. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and eligible retirement plan participants. The firm uses a goal-based, algorithm-driven approach and primarily invests in Vanguard funds and ETFs, providing a scalable platform that manages hundreds of thousands of client relationships.

Garrett Fitzgerald is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2018. He has been associated with The Vanguard Group and Vanguard Marketing Corporation since 2007. Vanguard Advisers offers automated and human-supported investment advice to retail investors and retirement plan participants, employing a goal-based, algorithm-driven approach that utilizes proprietary models and primarily Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model.

Angela Janzen is a Series 66 licensed financial advisor with 12 years of industry experience. She is currently affiliated with Vanguard Advisers and has prior experience at Charles Schwab, BancWest Investment Services, and the London Stock Exchange / Refinitiv. 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 investment approach with portfolios constructed largely from Vanguard funds and ETFs, combining scale and digital delivery to serve a large client base.

Courtney Goodwin is a CFP® with nine years of industry experience, currently serving as an advisor at Vanguard Advisers. She previously worked at Fidelity Investments and Strategic Advisors LLC, and has long tenure 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 investment approach that utilizes proprietary methodologies and offers portfolios largely composed of Vanguard funds and ETFs.

Thomas Bonifield is a Series 66 licensed financial advisor with Vanguard Advisers, where he has worked since 2023. He has four years of industry experience, including prior roles at State Farm and Amazon. Outside of his advisory work, he operates an e-commerce resale business. Vanguard Advisers provides automated and human-supported investment advice mainly to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach to portfolio construction, focusing on Vanguard funds and ETFs with tax-aware features and various customization options.

Aaron Empie is a CFP® with 17 years of industry experience currently working at Vanguard Advisers since 2019. He has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 2008. He is based in Scottsdale, AZ, and holds a Series 63 designation. Vanguard Advisers provides both 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 construct portfolios primarily from Vanguard funds and ETFs, offering customization options including ESG preferences and tax-aware strategies.

Charles Peterson II is a financial advisor at Vanguard Advisers with five years of industry experience. He holds a Series 66 designation and has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2021. Prior to his current roles, he was involved in the construction and consumer products sectors. 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 to construct diversified portfolios mostly composed of Vanguard funds and ETFs.

Joseph Alaimo is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior work includes roles at USAA Group and various business ventures such as Parkville Wholesale, Little Sicily Pizza, and Alaimo Enterprises. He also has experience with Arizona State University, Mayo Clinic, CVS Pharmacy, and Paradise Valley Community College. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that emphasizes personalized asset allocation and tax-aware portfolio features.

Brandon Jamison is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds a Series 66 designation and has been with Vanguard Advisers and related Vanguard entities since 2025. Prior to joining Vanguard, he had brief roles at Charles Schwab & Co. and other companies. Vanguard Advisers delivers 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 predominantly from Vanguard funds and ETFs, supported by a large advisor team and digital platform.

Samuel Fries is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within Vanguard and related entities since 2026. Prior to that, he gained experience at MML Investors Services, LLC and MassMutual Life Insurance Company. Vanguard Advisers provides 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 and manages portfolios largely composed of Vanguard funds and ETFs, offering a high client-to-advisor ratio supported by digital platforms and team servicing.

Michael Beroza is a CFP® professional with 14 years of industry experience, currently with Vanguard Advisers since 2019. Prior to Vanguard, he worked at Foresters Advisory Services and Foresters Financial Services. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through automated and human-supported investment advice. The firm utilizes a goal-based, algorithm-driven approach to portfolio construction, primarily employing Vanguard funds and ETFs, and manages a large client base with a combination of digital delivery and advisor support.

Jackson Rohn is a Series 66 credentialed financial advisor with Vanguard Advisers, based in Scottsdale, AZ. He has been with Vanguard and its affiliates since 2025 and has prior work experience in various industries including education and hospitality. 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 Vanguard funds and ETFs with options for tax-aware strategies and portfolio customization.

Kimberly Peterson is a financial advisor at Vanguard Advisers with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with Vanguard in various capacities since 2013. Her current role at Vanguard Advisers began in 2026. Vanguard Advisers offers both 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 that integrates proprietary models and primarily invests in Vanguard funds and ETFs, providing a range of customization options and tax-aware features.

Stanley Strelish Jr. is a CFP® with 25 years of industry experience, currently serving at Vanguard Advisers since 2014. He has also been associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 1999. 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 customization and tax-aware features.

Kyle Anderson is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with Vanguard Advisers since 2017 and has prior involvement with Vanguard Marketing Corporation and The Vanguard Group, Inc. Since 2021, he has also operated a self-employed sales business outside the investment industry. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses an algorithm-driven, goal-based investment approach primarily employing Vanguard funds and ETFs, with a focus on scalable digital delivery and personalized asset allocation.

Derek Moon is a CFP® with 26 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 1999. 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 methodologies and focuses on portfolios constructed mainly from Vanguard funds and ETFs.

Charles White is a financial advisor at Vanguard Advisers with 17 years of industry experience. He holds a Series 66 designation and has been with Vanguard entities since 2013, including Vanguard Marketing Corporation and The Vanguard Group, Inc. He is based in Scottsdale, AZ. 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 personalized asset allocations and portfolios constructed largely from Vanguard funds and ETFs.

Catherine Clark is a financial advisor at Vanguard Advisers with 19 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Charles Schwab and Blue Lotus Strategies, and she currently operates Bean Counters & Associates, LLC, a tax preparation business. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach that primarily uses Vanguard funds and ETFs, offering customized asset allocations and tax-aware portfolio features.

Alexandra Singh is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with The Vanguard Group since 2011 and operates multiple entrepreneurial ventures, including an e-commerce business and a lifestyle blog. 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 using proprietary models and predominantly Vanguard funds and ETFs, serving a large client base through a digital and team servicing platform.