Andrew Soltes is a CFP® professional with 21 years of industry experience, currently serving at Vanguard Advisers since 2013. He has also been affiliated with Vanguard Marketing Corporation and THE Vanguard Group, Inc. since 2011. He 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 employs a goal-based, algorithm-driven investment approach and manages a large client base through its digital platform and team servicing model.

Evan Johnston is a financial advisor at Vanguard Advisers with two years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Equitable Advisors and self-employment, as well as positions outside the financial sector. Vanguard Advisers offers 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 methodologies and largely invests in Vanguard funds and ETFs, providing a range of customization options and managing a high volume of client relationships through its digital platform.

Michael Kane is a CFP® with 16 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2023. He has been affiliated with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2010. 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 using proprietary models to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Andrew Boerman is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at State Street Global Advisors and Blackford Capital. Outside of finance, he has experience working with Big Lake Outfitters, indicating involvement in entrepreneurial ventures. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily invests in Vanguard funds and ETFs, offering scalable digital and team-supported portfolio management.

Nikhil Chablani is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2017. He has been associated with The Vanguard Group, Inc. and its affiliated entities since 2012. 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 to develop personalized asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory team.

Nicholas Lindow is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Vanguard entities since 2017, including Vanguard Marketing Corporation and The Vanguard Group, and is based in Scottsdale, AZ. Vanguard Advisers offers a combination of automated and human-supported investment advice primarily serving 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 primarily Vanguard funds and ETFs.

Christopher Lizama is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Vanguard in 2025, he worked at Fidelity Investments, Corebridge Financial, and AIG Capital Services. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs.

Kyle Houston is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Co. He also has experience working at Arizona State University and JoNic Glass Inc. 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 methodologies to construct portfolios mainly from Vanguard funds and ETFs, supported by a large-scale digital platform and a team servicing model.

Kirk Norley is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and with 17 years of industry experience. He has been with The Vanguard Group since 2007. Vanguard Advisers provides automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to develop personalized asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform and extensive advisor team.

Porfilia Gloria is a financial advisor at Vanguard Advisers based in Scottsdale, AZ, holding Series 63 and Series 66 credentials with 13 years of industry experience. She has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2012. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models and largely Vanguard funds and ETFs to construct personalized portfolios.

Neil Matthews is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Vanguard Advisers, he held roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and various positions outside the financial industry. His work history includes time at Northern Arizona University and several other companies. 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 constructed primarily from Vanguard funds and ETFs, combining scale with digital delivery to serve a large client base.

Justin Henneberry is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 designations and three years of industry experience. He has been with Vanguard Advisers since 2025 and has also worked with Vanguard Marketing Corporation and The Vanguard Group since 2022. Prior to his advisory career, his work experience includes roles in retail and hospitality sectors as well as academic institutions. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs, with a focus on tax-aware features and customization options.

Aneesa Tibbs is a financial advisor at Vanguard Advisers with one year of industry experience. She holds the Series 66 designation and has prior experience with T-Mobile and the University of Phoenix. In addition to her advisory role, she owns an e-commerce business based in Phoenix, AZ. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to create diversified portfolios primarily composed of Vanguard funds and ETFs.

Sean Vanderah is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 designations and has worked within various roles at Vanguard and its affiliates since 2022. 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 and manages a large client base through a digital platform combined with team servicing.

Agapi Dovalis is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with The Vanguard Group since 2011. Vanguard Advisers offers 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 models to create personalized asset allocations and manages a large client base through a combination of digital platforms and advisor teams.

Jill Watson is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. Her background includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as prior experience at the University of Phoenix. She also has experience working at Main Street Billiards. 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 models to construct personalized portfolios primarily from Vanguard funds and ETFs.

Antonio Green is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with Vanguard and its affiliates since 2016. Outside of his advisory role, he owns and operates a trucking and transportation business, MDA Express, LLC. 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 constructed primarily from Vanguard funds and ETFs, offering various customization options and managing a large client base through a combination of digital platforms and advisor teams.

Christopher Federman is a financial advisor with Vanguard Advisers based in Scottsdale, AZ, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Vanguard in 2025. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving 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.

Christopher Evans is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2014. He holds the Series 66 designation and is based in Scottsdale, AZ. Evans has spent his entire recent career at 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 utilizes a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, emphasizing scalability and digital delivery across a large client base.

Justin Proudfoot is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Capstone Financial, Education At Work, and New Leaf Trading, as well as seven years connected to Arizona State University and his own enterprise, Proud Passage Company. 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 investment approach using proprietary models to tailor asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform combined with advisor support.