Lee Winfield is a CFP® professional with 17 years of industry experience, currently serving at Vanguard Advisers since 2008. He holds the Series 63 designation and is based in Scottsdale, AZ. Outside of his advisory role, he acts as an agent assisting immediate family members with investment contributions. 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, constructing portfolios primarily from Vanguard funds and ETFs, and manages a large client base through its digital platform and team servicing model.

Michael Stidham is a CFP® professional with four years of industry experience, currently affiliated with Vanguard Advisers in Scottsdale, AZ. His career includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of advisory work, he is involved with Dry Land Divers, LLC. 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 portfolios, primarily constructed from Vanguard funds and ETFs, supported by a large team of advisors and digital delivery.

Carmen Campbell is a financial advisor at Vanguard Advisers with 29 years of industry experience. She previously worked at T. Rowe Price Investment Services, Inc. for 25 years before joining Vanguard and holds Series 63 and Series 66 licenses. Campbell 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, serving a large client base through its digital platform and extensive advisor team.

Steven Mason is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and one year of industry experience. He has prior experience with Alexander Capital Wealth Management and has owned a consulting business, SAM Global Ventures LLC. 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 and predominantly Vanguard funds and ETFs, managing a large client base through a combination of digital platforms and advisory teams.

Zachary Rush is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at The Vanguard Group since 2018 and previously held roles at US Signal Company, Greenleaf Hospitality Group, and Western Michigan University. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios largely constructed from Vanguard funds and ETFs, combining digital delivery with a large advisor team to manage hundreds of thousands of client relationships.

Mark Lohrman is a financial advisor at Vanguard Advisers with 31 years of industry experience. He has been with The Vanguard Group since 2015. His credentials include the Series 63 and Series 65 licenses. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor 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 personalized asset allocations primarily using Vanguard funds and ETFs.

Lisa Lisack Mettler is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and eight years of industry experience. She has been with Vanguard Advisers since 2020 and has worked within The Vanguard Group and its affiliates since 2018. Prior to her career in finance, she spent nearly a decade in the education sector with school districts in Arizona. 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, primarily using Vanguard funds and ETFs, and serves a large client base through its scale and digital delivery model.

Cristhian Elenes Ramirez is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and three years of industry experience. He has worked with The Vanguard Group and Vanguard Marketing Corporation since 2023 and has operated as a self-employed freelance web designer since 2024. 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 to personalize asset allocations. The firm manages a large client base through a combination of digital delivery and team servicing, primarily utilizing Vanguard funds and ETFs.

Brandon Pope is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His work history includes roles at USAA Financial Advisors and USAA Investment Services before joining Vanguard in 2021. 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 and predominantly Vanguard funds and ETFs, managing a large number of client relationships through its digital platform and extensive advisory team.

Tanner Wiese is a financial advisor at Vanguard Advisers with five years of industry experience. He holds the Series 66 designation and has worked at Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation since 2021. Prior to joining Vanguard, he held roles at Key Bank, Country Financial, and was involved with nonprofit and educational institutions. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm utilizes a goal-based, algorithm-driven approach to portfolio construction, primarily employing Vanguard funds and ETFs with tax-aware features and various customization options.

Jerald Minnerly II is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 licenses and has been with Vanguard Advisers since 2026. Prior to this, he worked at Vanguard Marketing Corporation and 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’s goal-based, algorithm-driven approach uses proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Russell Trombley is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2017. He has worked with various Vanguard entities since 2013. 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 create personalized portfolios largely composed of Vanguard funds and ETFs, supported by a large team of advisors and a digital delivery platform.

Anfernee Alexander is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. He has previously worked at LPL Financial and the Charlotte Mecklenburg Schools. Outside of his advisory role, he is the owner of Alexanders BBQ LLC, a food and beverage business. Vanguard Advisers provides automated and human-supported investment advice through its 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 investment approach with portfolios constructed mostly from Vanguard funds and ETFs and offers various customization options.

Trever Walborn is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His background includes roles at The Vanguard Group and Maricopa County Juvenile Probation Department. Walborn serves as a fiduciary limited agent for an immediate family member and acts as custodian for multiple UTMA accounts. 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 constructed primarily from Vanguard funds and ETFs. The firm operates at scale with over 2,200 advisors, combining digital delivery with team servicing.

Joseph Papandrea is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2017. He has been with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2006. 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 create personalized portfolios largely composed of Vanguard funds and ETFs.

Trung Thanh Ngo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at pursuing long-term goals. Drawing on Merrill’s investment resources and the banking and lending solutions of Bank of America, he focuses on tailored wealth management aligned with each client’s financial priorities. Thanh’s areas of expertise include college education planning, family wealth management, legacy planning, retirement income, tax minimization, portfolio management, and strategies for small businesses, endowments, foundations, and non-profits. He follows Merrill’s tradition of community involvement, dedicating time to volunteer with local organizations. Outside of his professional activities, Thanh enjoys baseball, basketball, bowling, fishing, football, golfing, reading, running, traveling, and spending time with his family.

Marcus Crisci is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. Prior to Vanguard, he was involved in various roles at Lime Logistics, The Scottsdale Mint, and other businesses. He is the owner of Sapone Brothers Handmade Soap, LLC, a business he has managed since 2018, overseeing marketing, accounting, sales, production, and fulfillment. 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 approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, with customizable options including ESG preferences and tax-aware strategies.

Mark Reali is a CFP® with 27 years of industry experience, currently serving at Vanguard Advisers since 1996. He is based in Scottsdale, AZ, and holds Series 63 registration. 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 diversified portfolios primarily from Vanguard funds and ETFs.

Joseph Heiser is a CFP® with 27 years of experience, currently affiliated with Vanguard Advisers. His career includes roles at The Vanguard Group, Inc. since 2014 and self-employment periods, as well as ownership of Joe's Vending LLC. 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, emphasizing scale and digital delivery through its extensive advisor network.

Derek Lipscomb is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and with 12 years of industry experience. He has been with The Vanguard Group since 2013. Vanguard Advisers provides both 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, primarily utilizing Vanguard funds and ETFs, and manages a large number of client relationships through its digital platform and team servicing model.