Jennifer Knueven Goodrich is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with Vanguard entities since 2012, including Vanguard Advisers since 2020. 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 client portfolios primarily with Vanguard funds and ETFs.

Jay Carlson is a Series 66-credentialed financial advisor with Vanguard Advisers, based in Scottsdale, AZ, and has three years of industry experience. His background includes roles at The Vanguard Group, Dutch Bros. Coffee, Northern Arizona University, Safeway Inc., and Liberty High School. 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 using proprietary methodologies and constructs portfolios mainly from Vanguard funds and ETFs.

Terrence Ransom is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 18 years of industry experience. He has been with The Vanguard Group since 2018 and serves as adjunct faculty at Grand Canyon University. His prior experience includes roles at Gradient Securities, Ransom Financial Wealth, and Wilbanks Securities. 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 models to create personalized asset allocations primarily composed of Vanguard funds and ETFs.

Andrew Hokinson is a CFP®-certified financial advisor with Vanguard Advisers, bringing 12 years of industry experience. He has been with The Vanguard Group since 2012. 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 asset allocations primarily through Vanguard funds and ETFs.

Joseph Vogt is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Vanguard Advisers since 2019 and has been associated with various Vanguard entities, including Vanguard Marketing Corporation and The Vanguard Group, Inc., since 2017. Prior to that, he spent seven years at Grand Canyon University. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, offering a combination of digital delivery and advisor support to manage a large client base.

Kyle Pogson is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His background includes roles at The Vanguard Group, Vanguard Marketing Corporation, and previous positions outside the financial sector. He has also worked in education and technology sectors earlier in his career. Vanguard Advisers provides automated and human-supported investment advice through services like Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a high client-to-advisor ratio and a range of customization options.

Jennifer Vo is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. She has been with Vanguard Marketing Corporation and THE Vanguard Group, Inc. since 2007. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach primarily using Vanguard funds and ETFs, supported by a large team of advisors and a digital platform.

Nathan Ring is a CFP® with 12 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2014. He holds a Series 63 license and is based in Scottsdale, AZ. Ring's career has been exclusively with The Vanguard Group, Inc. Vanguard Advisers provides both 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 investment approach and manages portfolios primarily with Vanguard funds and ETFs, serving a large client base through its combination of digital platforms and a broad advisory team.

Caitlin Burgos is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. She has been with Vanguard and its affiliates since 2022, and previously worked in a variety of roles including positions at Randstad and American Campus Community. Vanguard Advisers offers a combination of 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, with various tax-aware and customization features.

Jennifer Attwood is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2012. She holds a Series 63 license and is based in Scottsdale, AZ. Her entire advisory career has been with The Vanguard Group, Inc. 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 proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, offering various customization options and tax-aware features.

Erik Scharff is a CFP® with 19 years of industry experience, currently serving at Vanguard Advisers since 2011. He also works as an adjunct faculty member at Apollo Group/University of Phoenix. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach uses a goal-based, algorithm-driven methodology with portfolios constructed largely from Vanguard funds and ETFs.

Oscar Lopez Garcia is a CFP® with seven years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His work history includes roles at Vanguard Marketing Corporation and The Vanguard Group, as well as prior positions at Research Triangle Institute, Headway, and Arizona State University. Vanguard Advisers provides automated and human-supported investment advice through services such as Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving 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 portfolios, largely constructed from Vanguard funds and ETFs.

Melissa Rugo is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and one year of industry experience. Her prior work includes positions at Morgan Stanley and United Services Automobile Association (USAA). 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 models to personalize asset allocations primarily through Vanguard funds and ETFs.

Cody Roe is a CFP® professional with 25 years of experience, currently affiliated with Vanguard Advisers where he has worked since 2013. His career includes multiple periods of self-employment and a long tenure with The Vanguard Group and Vanguard Marketing Corporation beginning in 2000. Outside of his advisory work, he performs as a guitarist and singer in a local band in Scottsdale, AZ. Vanguard Advisers provides both automated and human-supported investment advice, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach utilizing Vanguard funds and ETFs, offering a wide range of customization options through its large-scale digital platform.

Jason Robinson is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC, United Services Automobile Association (USAA), and Abide Consulting Group LLC. He also serves as a FINRA non-public arbitrator. 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 mainly invests in Vanguard funds and ETFs, offering a range of customization options.

Thomas Beatie is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2017. Prior to his current role, he worked at Endemol Productions and has been the sole proprietor of Define Normal, a media, public speaking, and retail clothing business, since 1997. Based in Scottsdale, AZ, he is involved in public speaking and media activities through Define Normal. Vanguard Advisers offers 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, constructing portfolios primarily from Vanguard funds and ETFs, and serves a large client base through a combination of digital platforms and a team servicing model.

Luke Burgess is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior roles include positions at Summit Oak AI and Symmetry Financial Group. He has experience working in both educational and financial services settings, as well as holding a life insurance license. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard 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 and manages portfolios largely composed of Vanguard funds and ETFs.

Richard Cordova is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked with Vanguard and its related entities since 2013 and maintains side activities as a real estate agent and tech blogger. Currently based in Scottsdale, AZ, he also works as a transportation contractor. 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 proprietary models to construct portfolios primarily from Vanguard funds and ETFs, offering various customization options and managing a large client base through its digital platform.

Thomas Kabler IV is a financial advisor at Vanguard Advisers with Series 66 registration. He has no prior industry experience and has been with Vanguard and its affiliates since 2026. His previous work includes roles at PING, Inc., TravisMathew, LLC, and Nike, among others, and he attended Arizona State University from 2022 to 2026. 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 investment approach centered on proprietary models and primarily invests in Vanguard funds and ETFs, managing client relationships at scale through a digital and team servicing model.

Aaron Kerr is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at multiple Vanguard entities since 2021 and has prior experience in diverse roles including accounting and hospitality. 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 with personalized asset allocations and portfolios primarily composed of Vanguard funds and ETFs.