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Vincent G

Series 63, Series 65

Scottsdale, AZ

Vanguard Advisers

Vincent Gregorovich is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at The Vanguard Group since 1999 and previously spent nine years at Uber. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm combines a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, leveraging its scale and digital platform to manage a large client base.

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 C

Series 66

Scottsdale, AZ

Vanguard Advisers

Lauren Coleman is a financial advisor at Vanguard Advisers with two years of industry experience and holds a Series 66 designation. Prior to joining Vanguard, she has worked at Morgan Stanley and completed her education at Arizona State University. Outside of her advisory role, she is employed as a server at Culinary Dropout in Tempe, 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 approach with portfolios primarily composed of Vanguard funds and ETFs, emphasizing scalability and digital delivery.

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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Anthony L

CFP®, Series 66

Scottsdale, AZ

Vanguard Advisers

Anthony Licocci is a CFP® professional with 20 years of industry experience. He has been with The Vanguard Group, Inc. since 2010 and works out of Scottsdale, AZ. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and offers a range of customization options, managing a large client base through a combination of automation and advisor support.

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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Eric B

CFP®, Series 63

Scottsdale, AZ

Vanguard Advisers

Eric Benson is a CFP® with 18 years of industry experience, currently serving as an advisor at Vanguard Advisers. His prior roles include positions at Benson & Foshee LLC and Street Sweeping. He has been with The Vanguard Group, Inc. since 2010. 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 built primarily from Vanguard funds and ETFs. The firm manages a high volume of client relationships through a combination of digital platforms and a large advisory 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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Christopher S

CFP®, Series 63

Scottsdale, AZ

Vanguard Advisers

Christopher Sandstrom is a CFP® with 18 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2013. He has been affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2007. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, supporting a high client-to-advisor ratio 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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Mackenzie S

CFP®, Series 63

Scottsdale, AZ

Vanguard Advisers

Mackenzie Smith is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2016. She holds the Series 63 designation 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 approach to construct personalized portfolios primarily from Vanguard funds and ETFs, combining digital delivery with a large team of 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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Caroline A

CFP®, Series 63

Scottsdale, AZ

Vanguard Advisers

Caroline Allen is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. She has been with Vanguard since 2018 and has held related roles within The Vanguard Group and Vanguard Marketing Corporation since 2010. Outside of her advisory work, she is contracted as a pet sitter through Rover. 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 using proprietary methodologies and primarily constructs portfolios 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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Christian T

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Christian Tillotson is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and four years of industry experience. He has been with The Vanguard Group since 2022. 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 proprietary models and portfolios mainly 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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Abby T

Series 66

Scottsdale, AZ

Vanguard Advisers

Abby Toohill is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at Morgan Stanley and USAA Financial Advisors. Outside of her advisory work, she owns and operates Smitten Schnauzers LLC, a dog breeding and training business. 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 uses a goal-based, algorithm-driven approach to create personalized portfolios mainly 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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Matthew S

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Matthew Sanders is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been associated with Vanguard and its affiliated entities since 2017 and is currently based in Scottsdale, AZ. Vanguard Advisers provides 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 using proprietary methodologies and primarily invests client portfolios in 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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Joseph G

CFP®, Series 63

Scottsdale, AZ

Vanguard Advisers

Joseph Gallagher III is a CFP® credentialed financial advisor with 22 years of industry experience. He has been with Vanguard Advisers since 2013 and is also affiliated with Vanguard Marketing Corporation and THE Vanguard Group, Inc. since 2004. He is based in Scottsdale, AZ. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios constructed largely from Vanguard funds and ETFs, offering customization options and tax-aware 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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Natalie R

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Natalie Rossi is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and nine years of industry experience. She has been with Vanguard Advisers since 2021 and has worked with related Vanguard entities since 2017. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans, offering automated and human-supported investment advice through digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach, using Vanguard funds and ETFs with various 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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Roman G

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Roman Gonzalez is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Merrill, Allstate Insurance, Wells Fargo Clearing, and Southern New Hampshire University. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and offers a range of portfolio customization options largely centered on 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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Clayton B

CFP®, Series 63, Series 65

Scottsdale, AZ

Vanguard Advisers

Clayton Burke is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with The Vanguard Group since 2006 and worked specifically as an advisor from 2015 to 2018. Based in Scottsdale, AZ, his career has been primarily focused within Vanguard's affiliated entities. Vanguard Advisers delivers both automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary methodologies and primarily invests in Vanguard funds and ETFs, managing a large client base 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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Andrea F

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Andrea Fisher is a financial advisor with Vanguard Advisers who holds Series 63 and Series 66 licenses and has 13 years of industry experience. She has been with The Vanguard Group, Inc. since 2013. 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 to create personalized asset allocations, largely with Vanguard funds and ETFs, and manages a large client base through its digital delivery 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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Amanda F

Series 66

Scottsdale, AZ

Vanguard Advisers

Amanda Farr is a financial advisor at Vanguard Advisers with eight years of industry experience. She holds a Series 66 designation and has worked at multiple entities within the Vanguard organization since 2016. Outside of her advisory role, Farr owns and operates Roughneck Data Services, an engineering consulting business, and Mandy Lea Photography Studio. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through both automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach to constructing portfolios primarily from Vanguard funds and ETFs, supported by a digital delivery platform managing a large client base.

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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Marvin G

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Marvin Gonzalez is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials. He has been in the industry for one year and previously worked at Morgan Stanley, Smith, Barney, Wells Fargo Bank, and Shamrock Foods Company. 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, constructing portfolios primarily from Vanguard funds and ETFs with various 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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Israel B

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Israel Bentley is a financial advisor with Vanguard Advisers and holds Series 63 and Series 66 licenses. He has eight years of industry experience, including roles at The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2017, as well as prior work with the University of Phoenix. Outside of his advisory role, he sells sports cards on eBay as a self-employed activity. 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 mainly composed of Vanguard funds and ETFs, leveraging its scale and digital platform 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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Jinfu Y

Series 66

Scottsdale, AZ

Vanguard Advisers

Jinfu Yang is a financial advisor at Vanguard Advisers with three years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Bank of America. Vanguard Advisers offers automated and human-supported investment advice to retail investors and eligible 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 its digital platform and 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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Anna Y

Series 66

Scottsdale, AZ

Vanguard Advisers

Anna York is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. Her prior work includes roles in beverage marketing as a brand ambassador and marketing activation representative. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and retirement plan participants, using a goal-based, algorithm-driven approach with portfolios constructed mainly 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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