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Hunter J

Series 66

Scottsdale, AZ

Vanguard Advisers

Hunter Jamison is a financial advisor at Vanguard Advisers with five years of industry experience. He holds a Series 66 designation and has worked at various Vanguard entities since 2021. Prior to his advisory career, he operated a lawn care business for seven years. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach, constructing portfolios primarily from Vanguard funds and ETFs, and manages a large scale of client relationships through a combination of digital platforms and advisory teams.

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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Michael M

CFP®, Series 63

Scottsdale, AZ

Vanguard Advisers

Michael Mikulich is a CFP® with 16 years of industry experience, currently serving at Vanguard Advisers since 2009. He holds a Series 63 license and is based in Scottsdale, AZ. Vanguard Advisers provides 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, utilizing proprietary models and Vanguard funds and ETFs to deliver personalized portfolios with tax-aware features and 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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Nicole E

Series 63, Series 65

Scottsdale, AZ

Vanguard Advisers

Nicole Eich is a financial advisor at Vanguard Advisers with seven years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at USAA Investment Management Company and USAA Financial Advisors Inc. Vanguard Advisers provides 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 uses a goal-based, algorithm-driven approach with portfolios constructed mainly from 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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Peter M

Series 66

Scottsdale, AZ

Vanguard Advisers

Peter Miller is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior work includes roles at Paychex, K2 Sports, and the University of Arizona, as well as entrepreneurial ventures in auto services and fleet management. 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 focused on personalized asset allocation through proprietary methodologies and broad fund selection.

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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Andrew G

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Andrew Gomez is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Vanguard, he worked at firms including Charles Schwab, JPMorgan Chase, Merrill Lynch, and Bank of America. 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 using proprietary models to construct portfolios primarily from Vanguard funds and ETFs, offering various tax-aware features and 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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Timothy M

CFP®, Series 63

Scottsdale, AZ

Vanguard Advisers

Timothy Melanson Jr. is a CFP® with nine years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Scottsdale, AZ. His career includes roles at The Vanguard Group and Vanguard Marketing Corporation since 2017, as well as prior experience in the hospitality and manufacturing sectors. 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 asset allocations, managing a large client base with a digital platform supported by over 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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Ramiro G

Series 66

Scottsdale, AZ

Vanguard Advisers

Ramiro Garcia Jr. is a financial advisor with Vanguard Advisers holding a Series 66 designation. He brings experience from both military service and roles at Vanguard-affiliated firms, having worked at The Vanguard Group, Vanguard Marketing Corporation, and Randstad. He also has a background that includes service in the United States Army and Marine Corps. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, using a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing a large number of client relationships through a combination of automated platforms 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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James M

Series 66

Scottsdale, AZ

Vanguard Advisers

James Maier is a financial advisor with Vanguard Advisers, holding a Series 66 designation and currently located in Scottsdale, AZ. He has one year of industry experience, including roles at Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation. His prior work history includes various positions outside the financial industry. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios mainly composed of Vanguard funds and ETFs, supported by a large team and a high client-to-advisor ratio.

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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Ivan R

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Ivan Rodriguez Flores is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. His career includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as positions related to behavior therapy and education. He has experience working in both financial services and behavioral health sectors. Vanguard Advisers delivers investment advice through a combination of automated and human-supported services, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses an algorithm-driven, goal-based approach to asset allocation, focusing mainly on Vanguard funds and ETFs with various customization 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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Konrad O

CFP®, Series 63

Scottsdale, AZ

Vanguard Advisers

Konrad Osa is a CFP® professional with six years of industry experience currently at Vanguard Advisers. He has been affiliated with various Vanguard entities since 2018 and has a background that includes service in the United States Air Force Reserve since 2016. 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 to portfolio construction, emphasizing personalized asset allocations with a focus 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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William P

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

William Pope is a financial advisor with Vanguard Advisers in Scottsdale, Arizona, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has been with various Vanguard entities since 2017, including Vanguard Advisers, Inc., Vanguard Marketing Corporation, and The Vanguard Group, Inc. Prior to Vanguard, he spent four years at the University of Arizona. 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 create personalized portfolios primarily composed of Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms 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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Cinnamon B

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Cinnamon Brickner is a financial advisor at Vanguard Advisers with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previous experience at Wells Fargo Clearing and Discover Financial Services. Brickner 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 set personalized asset allocations, primarily constructing portfolios 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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Timothy S

CFP®, Series 63

Scottsdale, AZ

Vanguard Advisers

Timothy Saeli is a CFP®-credentialed financial advisor with nine years of industry experience, currently serving at Vanguard Advisers. He has been with Vanguard and its affiliated entities since 2017 and is also the owner of an e-commerce business, TJSales Enterprises, LLC. Timothy is based 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 approach with proprietary methodologies and offers portfolios constructed largely from Vanguard funds and ETFs, supporting 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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Curtis C

CFP®, Series 63, Series 65

Scottsdale, AZ

Vanguard Advisers

Curtis Carr is a CFP® with 12 years of industry experience, currently advising at Vanguard Advisers since 2014. He is based in Scottsdale, AZ, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the owner of Meadowhill, LLC, a real estate lending business. Vanguard Advisers offers 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 to create personalized asset allocations, 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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John S

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

John Stathis is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds the Series 63 and Series 66 designations and has been with Vanguard Advisers since 2019. His prior roles include positions at Vanguard Marketing Corporation and The Vanguard Group, both since 2016. 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 models and constructs portfolios mainly from Vanguard funds and ETFs, featuring various tax-aware and 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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Alexander F

Series 63, Series 65

Scottsdale, AZ

Vanguard Advisers

Alexander Feria is a financial advisor at Vanguard Advisers with six years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Edelman Financial Engines, Charles Schwab, and Arizona State University. Feria 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 with portfolios constructed mainly from Vanguard funds and ETFs, offering tax-aware features and 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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Mark R

Series 65, Series 66

Scottsdale, AZ

Vanguard Advisers

Mark Rizvi is a financial advisor with Vanguard Advisers, holding Series 65 and Series 66 licenses and six years of industry experience. His work history includes roles at Vanguard Advisers, The Vanguard Group, Kovitz Investment Group Partners, and prior wealth management firms. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach centered on Vanguard funds and ETFs. The firm manages a large client base through digital delivery combined with 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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Elaine A

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Elaine Anderson is a financial advisor at Vanguard Advisers with six years of industry experience. She holds Series 63 and Series 66 licenses. Her career includes roles at The Vanguard Group, Vanguard Marketing Corporation, and Randstad. 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 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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Brian L

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Brian Lustig is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard Advisers since 2019. Prior to that, he was employed at Nordstrom Inc. from 2013 to 2017. 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 construct personalized portfolios largely from Vanguard funds and ETFs, supported by a large advisor team and digital delivery platform.

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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Chelsea C

Series 63, Series 65

Scottsdale, AZ

Vanguard Advisers

Chelsea Chartrand is a financial advisor at Vanguard Advisers with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked as a real estate agent with Keller Williams Realty. Chartrand has been affiliated with The Vanguard Group since 2017 and has maintained self-employment activities alongside her advisory roles. 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 to portfolio construction, utilizing proprietary models and primarily 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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