Ashley Peelle is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 19 years of industry experience. She has been with Vanguard and its related entities since 2007. Outside of her advisory role, she owns a rental property business called Storybook Rentals. 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 investment approach and manages a large client base through a combination of digital platforms and a team servicing model.

Charles Lotzar Jr. is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and eight years of industry experience. His career includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as prior experience at Lotzar Law Firm, P.C., Zenreach, Inc., and Apple, Inc. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. Their investment approach is goal-based and algorithm-driven, utilizing proprietary methodologies and primarily Vanguard funds and ETFs to construct personalized portfolios with tax-aware and customizable features.

Catherine Esparza is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 designations and 14 years of industry experience. She has previously worked at J.P. Morgan Securities and Wells Fargo Clearing, accumulating over a decade of experience before joining Vanguard. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, focusing on retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to portfolio construction, primarily utilizing Vanguard funds and ETFs with features like tax-aware strategies and customizable investment options.

Robert Filmore is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with multiple firms including USAA Investment Services Company, Millennium, and LPL Financial. Filmore is based in Scottsdale, AZ. Vanguard Advisers provides both 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 digital platform and team servicing model.

Cameron Rhodes is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard since 2022, including roles at Vanguard Marketing Corporation and Vanguard Advisers. Prior to this, he worked at Black and Veatch Civil Engineering and other firms. 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 with proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Iman Tommy is a CFP® and Series 66-registered financial advisor with Vanguard Advisers, based in Scottsdale, AZ. He has 13 years of industry experience, including roles at Exeter Financial, Bma Securities, and self-employment as a contract driver. Outside of his advisory work, he has been involved in rental property ownership and management in Arizona. Vanguard Advisers delivers 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 featuring proprietary asset allocation models and extensive use of Vanguard funds and ETFs, supported by a large advisor team managing a substantial client base through digital platforms.

Jordan Keefer is a CFP® with 11 years of industry experience, currently serving as an advisor at Vanguard Advisers in Scottsdale, AZ. He has been with The Vanguard Group since 2014. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach. The firm manages a large client base through its digital platform and team servicing model, primarily using Vanguard funds and ETFs with customizable portfolio features.

Tristan Lamb is a CFP® with three years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Scottsdale, AZ. His career includes roles with Vanguard Marketing Corporation and The Vanguard Group, as well as prior positions at Axosoft and GitKraken. 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 constructs portfolios mainly from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Benjamin Krauth is a CFP® certificant with three years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Scottsdale, AZ. His prior roles include work with DBAT Scottsdale and Rize Sports Performance. 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 largely Vanguard funds and ETFs to construct portfolios tailored to individual savings objectives.

Sarah Danna is a CFP® with 16 years of experience in the financial industry, currently serving as an advisor at Vanguard Advisers since 2010. She holds a Series 63 license and is based in Scottsdale, AZ. 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 investment approach and manages a large client base through a combination of digital platforms and advisory teams.

Aaron Beasley is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses. He has one year of industry experience, including roles at Vanguard Advisers, The Vanguard Group, Inc., and Bankers Life. Outside of his advisory work, he has worked as a contract driver for DoorDash. 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 largely composed of Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through its digital platform and team servicing model.

Denise Rico is a financial advisor at Vanguard Advisers with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has been with The Vanguard Group, Inc. since 2012. Outside of her advisory role, she is a partner in Dirt Boss LLC, a land clearing business in Peoria, Arizona. 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, offering portfolios constructed mainly from Vanguard funds and ETFs.

Alec Goossen is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard entities since 2021. Prior to his financial career, he worked in other sectors including Menards and operated Preferential Plumbing LLC. 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 investment approach using proprietary models to construct personalized portfolios mainly from Vanguard funds and ETFs.

Zane Rosenbaum is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. He has previously worked at Morgan Stanley and has held roles at various educational institutions, including The University of Georgia and Georgia State University. Vanguard Advisers delivers 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 with portfolios mainly composed of Vanguard funds and ETFs, supported by a scalable platform and over 2,200 advisors.

William Kane is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at The Vanguard Group since 2022 and previously held roles at Charles Schwab and Equitable Advisors. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios mainly composed of Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing hundreds of thousands of client relationships through a combination of automated platforms and a large advisor team.

Houston Potts is a financial advisor with Vanguard Advisers, holding a Series 66 credential and four years of industry experience. His prior work includes roles with the Town of Gilbert and several educational institutions. He is currently employed by The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. Vanguard Advisers delivers 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 methodologies to construct portfolios primarily composed of Vanguard funds and ETFs.

Charles Cornner is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has worked within various Vanguard entities since 2008 and is also involved in music as a performing musician with Broken Blessings Productions. 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 with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a digital platform combined with advisor support, focusing on personalized asset allocation and tax-aware strategies.

Jacqueline Fix is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2015. She has held positions within Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2013. 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 approach using proprietary methodologies and constructs portfolios primarily from Vanguard funds and ETFs.

Chad Pinney is a financial advisor with Vanguard Advisers, holding a Series 66 designation and three years of industry experience. He has been with Vanguard and its related entities since 2022. Prior to his advisory role, he worked in various positions including roles in education and at Northwestern Mutual. 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 with portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and serving a large client base through a blend of technology and advisory support.

Brian Schippers is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 designations and eight years of industry experience. He has been with Vanguard Advisers since 2019 and has worked in various roles at affiliated Vanguard entities since 2017. Outside of his advisory work, he serves as a patent analyst for eReceivables, Inc., a medical billing company. Vanguard Advisers offers a combination of automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a digital platform supported by a team of over 2,200 advisors.