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Charles S
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Charles Salas is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, Wells Fargo, Discover Financial Services, and other firms. Outside of financial services, he is involved with Precision Concrete Repair. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with proprietary models and offers portfolios mainly composed of Vanguard funds and ETFs, combining digital delivery with broad customization options.
Nathan J
CFP®, Series 63
Scottsdale, AZ
Vanguard Advisers
Nathan Joseph is a CFP® with 12 years of industry experience, currently working at Vanguard Advisers in Scottsdale, AZ. He has been with The Vanguard Group, Inc. since 2013. 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 featuring proprietary methodologies and a broad range of Vanguard funds and ETFs.
Eric M
CFP®, Series 63
Scottsdale, AZ
Vanguard Advisers
Eric Mancuso is a CFP® with nine years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2017. Before joining Vanguard, he worked briefly at Randstad. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm combines algorithm-driven, goal-based strategies with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options within its digital and team-servicing platform.
Justin L
Series 66
Scottsdale, AZ
Vanguard Advisers
Justin Lundberg is a financial advisor at Vanguard Advisers with a Series 66 designation and two years of industry experience. His prior work includes roles at Morgan Stanley and Vimly, and he maintains an ongoing entrepreneurial venture with Lundberg Brands LLC. 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 with personalized asset allocations primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through a digital platform complemented by a team servicing model.
Larry D
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Larry Dieter is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at The Vanguard Group, Inc. and Vanguard Marketing Corporation since 1997 and joined Vanguard Advisers in 2025. Vanguard Advisers offers 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 using proprietary models and constructs portfolios largely from Vanguard funds and ETFs.
Steven S
Series 66
Scottsdale, AZ
Vanguard Advisers
Steven Shipley is a financial advisor at Vanguard Advisers based in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. His previous work includes a two-year period at J.P. Morgan Securities and nearly a decade at BWW Law Group, LLC. Vanguard Advisers delivers 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.
Julieanne B
CFP®, Series 63
Scottsdale, AZ
Vanguard Advisers
Julieanne Barar is a financial advisor with Vanguard Advisers, holding CFP® and Series 63 credentials and 18 years of industry experience. She has been with The Vanguard Group since 2007 and has operated a writing business since 2019. 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 to portfolio construction, utilizing proprietary models and Vanguard funds to offer customized, tax-aware investment solutions.
Payep S
Series 66
Scottsdale, AZ
Vanguard Advisers
Payep Shu is a financial advisor at Vanguard Advisers with a Series 66 designation. Shu has been with Vanguard Advisers since 2026 and has prior experience at The Vanguard Group, Vanguard Marketing Corporation, and several other firms. Outside of advising, Shu worked at the University of Phoenix and has a diverse background including roles at MTN Cameroon and Walmart. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and mainly invests in Vanguard funds and ETFs with various customization options.
Eric G
Series 66
Scottsdale, AZ
Vanguard Advisers
Eric Gould is a financial advisor with Vanguard Advisers, holding a Series 66 designation and three years of industry experience. He has been with The Vanguard Group since 2020 and previously worked in various roles including at Four Peaks Brewing Company and Arrowroot Family Office. 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 with portfolios constructed mainly from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisor support.
Shane C
Series 63, Series 65
Scottsdale, AZ
Vanguard Advisers
Shane Collins is a financial advisor at Vanguard Advisers with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Vanguard Advisers since 2007. Collins also has concurrent roles with Vanguard Marketing Corporation and The Vanguard Group, Inc., both since 2004. 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 to portfolio construction, utilizing Vanguard funds and ETFs with various tax-aware and customization features.
Danielle H
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Danielle Holden is a financial advisor at Vanguard Advisers with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Bank and Wells Fargo Clearing before joining Vanguard in 2025. She maintains an insurance license as a secondary professional activity. 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 and manages portfolios constructed largely from Vanguard funds and ETFs, supported by a large team of advisors and digital platforms.
Thomas D
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Thomas Da Prato is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 designations. He has experience dating back to 2019, including roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as periods of self-employment. Outside of finance, he has worked in education and the food service industry. 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 tailor portfolios primarily composed of Vanguard funds and ETFs.
Jonathan G
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Jonathan Greenway is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 designations and five years of industry experience. He currently serves as a Senior Airman in the Air National Guard, where he performs security forces duties. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach, primarily using Vanguard funds and ETFs, and manages a large client base through a high client-per-advisor ratio enabled by its digital platform.
Timothy B
CFP®, Series 63
Scottsdale, AZ
Vanguard Advisers
Timothy Burgess is a CFP® with experience at Vanguard Advisers since 2026. He previously worked self-employed for one year and has been with various Vanguard entities since 2006, including Vanguard Marketing Corporation and The Vanguard Group, Inc. His background also includes a position at Uber from 2016 to 2017. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models and offers portfolios constructed mainly from Vanguard funds and ETFs.
Douglas H
CFP®, Series 66
Scottsdale, AZ
Vanguard Advisers
Douglas Higgins is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has worked at The Vanguard Group since 2016 and previously held roles at LPL Financial, USAA Financial Planning Services, and Equitable Advisors. 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 investment approach and manages portfolios largely composed of Vanguard funds and ETFs.
Sandeep N
Series 66
Scottsdale, AZ
Vanguard Advisers
Sandeep Nagra is a financial advisor at Vanguard Advisers based in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Vanguard, he worked at companies including Teladoc Health, Modern Health, and Salesforce. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach with personalized asset allocations primarily constructed from Vanguard funds and ETFs.
Ian E
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Ian English is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Shipt, LLC and Hillsdale College. He also works as a contracted driver for Shipt outside of his advisory role. 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, constructing portfolios mainly from Vanguard funds and ETFs, with various customization options and tax-aware features.
Brock D
CFP®, Series 63
Scottsdale, AZ
Vanguard Advisers
Brock Dittmer is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2013. He holds the Series 63 designation and is based in Scottsdale, AZ. He is employed by The Vanguard Group, Inc., Vanguard Advisers' parent company. 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, managing portfolios primarily with Vanguard funds and ETFs while offering tax-aware features and various customization options.
Michael D
CFP®, Series 63, Series 65
Scottsdale, AZ
Vanguard Advisers
Michael Del Carlo is a CFP® with 19 years of industry experience currently at Vanguard Advisers. He has worked at firms including Fidelity Investments, Vigilare Wealth Management, Schwab Private Client Investment Advisory, and Charles Schwab. Outside of his advisory role, he serves as the treasurer on the board of the Jeremy J. Keck Legacy Fund, a nonprofit organization. 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 primarily composed of Vanguard funds and ETFs, offering customization options and tax-aware features.
Frank S
Series 66
Scottsdale, AZ
Vanguard Advisers
Frank Sanchez III is a financial advisor at Vanguard Advisers based in Scottsdale, AZ, holding a Series 66 designation with four years of industry experience. His work history includes roles at Vanguard Marketing Corporation, THE Vanguard Group, Inc., Farmers Insurance, Ralph Lauren Corporation, Nordstrom Corporation, and Yelp Corporation. 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 centered on proprietary models and largely Vanguard fund portfolios. The firm manages a large client base through a combination of digital platforms and a sizable advisor team.
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