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Kyler K

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Kyler Kaye is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing four years of industry experience. He has worked with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2022 and previously held roles in education and customer service. 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 primarily 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 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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Christopher H

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Christopher Hulse is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Vanguard Advisers since 2019 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2015. 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 create personalized portfolios mainly comprised 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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Frank W

CFP®, Series 63

Scottsdale, AZ

Vanguard Advisers

Frank Woloschak is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2020. He has also been self-employed since 2019 and has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2011. Outside of his advisory work, he has contracted as an Uber driver. 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 using proprietary models to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through its digital platform and extensive advisor 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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Johnathon L

Series 63, Series 65

Scottsdale, AZ

Vanguard Advisers

Johnathon Lawson is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior firms include Merrill, Bank of America, Cetera, and Foresters Advisory Services. Outside of finance, he works as a seasonal track and cross country coach for Gilbert Public Schools. 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 with portfolios constructed mainly from Vanguard funds and ETFs, combining scale and digital delivery to manage a large client base efficiently.

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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Lia G

CFP®, Series 63

Scottsdale, AZ

Vanguard Advisers

Lia Goodrich is a CFP® professional with five years of experience in the financial services industry. She is currently with Vanguard Advisers and has previously worked with Northwestern Mutual and other firms. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach using proprietary models and primarily Vanguard funds and ETFs. The firm manages a large client base through a digital delivery platform supported by more than 2,200 advisors.

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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Justin Z

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Justin Zhong is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 designations and five years of industry experience. He has been with Vanguard-affiliated entities since 2021, including Vanguard Marketing Corporation and The Vanguard Group. 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 primarily composed of Vanguard funds and ETFs. The firm manages a large number of client relationships through its digital platform and 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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Stephen M

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Stephen Myers is a financial advisor with Vanguard Advisers who holds Series 63 and Series 66 credentials and has 28 years of industry experience. He has worked at several firms, including The Vanguard Group, Charles Schwab, Advisor Group, MSH Capital Advisors LLC, M.S. Howells & Co., and LPL Financial. Myers is currently based in Scottsdale, AZ. Vanguard Advisers provides both 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 built mainly from Vanguard funds and ETFs, offering customization options including tax-aware features and ESG preferences.

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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Cody D

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Cody Drappo is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 designations and has prior experience at Selective Insurance Group, Allstate, and Liberty Mutual. Drappo also worked at Arizona State University and LIFEAid Beverage Co. earlier in his career. 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 proprietary methodologies to construct portfolios primarily from Vanguard funds and ETFs, serving a large client base through its digital platform and extensive advisor 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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Jordan B

Series 66

Scottsdale, AZ

Vanguard Advisers

Jordan Bryson is a financial advisor with Vanguard Advisers. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at LPL Financial Services and Wells Fargo Home Mortgage. 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 investment approach, utilizing proprietary methodologies and primarily Vanguard funds and ETFs in portfolio construction.

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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Courtney P

Series 63, Series 65

Scottsdale, AZ

Vanguard Advisers

Courtney Powers is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has been with The Vanguard Group, Inc. since 2005. 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 constructs portfolios largely from Vanguard funds and ETFs, offering a range of 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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Isaac E

Series 66

Scottsdale, AZ

Vanguard Advisers

Isaac Erdody is a financial advisor with Vanguard Advisers, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he worked at Compass Group USA and Dana Incorporated. Outside of his advisory role, he is the owner of an online retail business, 1st Gen LLC. 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 asset allocation, primarily using Vanguard funds and ETFs, and manages a large client base through scalable digital delivery and team servicing.

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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Lauren H

CFP®, Series 65, Series 66

Scottsdale, AZ

Vanguard Advisers

Lauren Hall is a financial advisor at Vanguard Advisers with 26 years of industry experience. She holds the CFP® designation along with Series 65 and Series 66 licenses. Lauren has been with The Vanguard Group, Inc. since 2001 and is also self-employed as a dancer in Scottsdale, AZ. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through a combined digital and 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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Corrado P

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Corrado Piccioni Jr. is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and four years of industry experience. He has been with various Vanguard entities since 2022 and previously worked at Lowe's Home Improvement. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice, using a goal-based, algorithm-driven approach with 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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Catherine F

Series 66

Scottsdale, AZ

Vanguard Advisers

Catherine Fell is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA before joining Vanguard in 2025. Outside of advising, she maintains an active insurance license. 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 to asset allocation and manages portfolios primarily with 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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David N

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

David Nagy is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Edward Jones, Merrill, Bank of America, and Wells Fargo. Outside of his advisory work, he owns an e-commerce business selling custom t-shirts on Etsy. 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 using proprietary models to create personalized portfolios primarily constructed 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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Richard J

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Richard John III is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked with Vanguard Advisers and affiliated Vanguard entities since 2017. He serves as a board member and finance committee participant for the nonprofit Friends of the Phoenix Public Library. Vanguard Advisers offers 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 stands out for its scale and digital delivery model, managing hundreds of thousands of client relationships through more than 2,200 advisors.

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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Zachary S

Series 66

Scottsdale, AZ

Vanguard Advisers

Zachary Sanders is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds the Series 66 designation and has two years of industry experience. Prior to joining Vanguard, he was self-employed and has worked in various roles including marketing and services related to The Vanguard Group. Outside of his advisory work, he produces fitness vlogs as a social media influencer. 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 to design personalized portfolios predominantly 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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Jordan H

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Jordan Hayes is a financial advisor at Vanguard Advisers with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and Discover Financial Services. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies to construct personalized portfolios primarily from Vanguard funds and ETFs, serving a large client base through its digital and 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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Matthew R

CFP®, Series 63

Scottsdale, AZ

Vanguard Advisers

Matthew Radvansky is a CFP® with 28 years of industry experience, currently serving at Vanguard Advisers since 1998. Based in Scottsdale, AZ, he has spent his entire career with The Vanguard Group. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. Its investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized, largely Vanguard fund-based portfolios with 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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Alexander L

Series 66

Scottsdale, AZ

Vanguard Advisers

Alexander Lim is a Series 66-licensed advisor at Vanguard Advisers with two years of industry experience. He has held roles across multiple Vanguard entities since 2024 and previously worked with Verticalmove Inc. and JFQ Lending. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, serving a large client base through a combined digital platform and advisor 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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