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Matthew T
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Matthew Tarillion is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 designations and having four years of industry experience. Prior to his current role, he has worked with The Vanguard Group and Vanguard Marketing Corporation among other positions. Outside of advisory work, he is contracted as a driver for Lyft. 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 with portfolios mainly composed of Vanguard funds and ETFs, and it manages a large client base through a combination of digital delivery and advisor support.
Brent S
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Brent Spencer is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked with Vanguard Marketing Corporation and The Vanguard Group since 2021 and previously held roles at Amazon and educational institutions. 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 portfolios from Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through a digital delivery platform.
Christopher S
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Christopher Smith is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including Mutual of Omaha and Vanguard. Outside of his advisory role, he teaches golf as a part-time instructor. 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, primarily using Vanguard funds and ETFs, and serves a large client base through a digital platform combined with advisor support.
Andres S
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Andres Silva is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with The Vanguard Group since 2019 and previously worked in the wine and spirits industry and at the University of California Merced. Vanguard Advisers provides investment advice through both automated and human-supported services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, primarily using Vanguard funds and ETFs, and manages a large client base with a high client-to-advisor ratio.
Courtney W
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Courtney Walters is a financial advisor at Vanguard Advisers with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Vanguard since 2011, including her current role at Vanguard Advisers since 2019. 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 investment approach featuring proprietary methodologies and a range of customizable portfolio options.
Jessica C
Series 63, Series 65
Scottsdale, AZ
Vanguard Advisers
Jessica Chancey is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. She holds Series 63 and Series 65 designations and has 14 years of industry experience. She has been with The Vanguard Group, Inc. since 2011. 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 approach using proprietary models to tailor portfolios primarily composed of Vanguard funds and ETFs, with options for tax-aware strategies and customization.
Othoniel C
Series 66
Scottsdale, AZ
Vanguard Advisers
Othoniel Castillo is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. He has held positions at multiple firms including Liberty Mutual Insurance, Rocket Mortgage, and Freedom Debt Relief. 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 set personalized asset allocations, with portfolios largely composed of Vanguard funds and ETFs.
Jeffrey K
Series 66
Scottsdale, AZ
Vanguard Advisers
Jeffrey Kirkeby is a Series 66-licensed financial advisor with 12 years of industry experience, currently working at Vanguard Advisers since 2024. He has prior experience with USAA in various financial planning and investment management roles from 2009 to 2020. Outside of his advisory work, he serves as a basketball coach at Paradise Valley High School. Vanguard Advisers offers 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 approach, constructing portfolios mainly from Vanguard funds and ETFs with customization and tax-aware features.
David S
Series 66
Scottsdale, AZ
Vanguard Advisers
David Simpson is a Series 66-credentialed advisor with Vanguard Advisers, based in Scottsdale, AZ. He has been with Vanguard and its affiliates since 2023, with prior experience in various roles including positions at Desert Financial and ROCKET Mortgage. 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 with proprietary methodologies to create personalized portfolios largely composed of Vanguard funds and ETFs.
Glenn G
CFP®, Series 63
Scottsdale, AZ
Vanguard Advisers
Glenn Goldman is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with Vanguard since 2011, holding positions at Vanguard Advisers, THE Vanguard Group, Inc., and Vanguard Marketing Corporation. 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, primarily using Vanguard funds and ETFs, with a focus on personalized asset allocation and tax-aware features.
Michael G
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Michael Gee is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked with Vanguard entities since 2017. Outside of his advisory role, he is a member of Tier 1 Studios, LLC, an entertainment and motion picture business, and is also engaged as a contract driver. 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 utilizing proprietary methodologies and primarily invests in Vanguard funds and ETFs.
Griffin K
Series 66
Scottsdale, AZ
Vanguard Advisers
Griffin Kay is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. His career includes roles at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2022, along with prior experience in various industries including mortgage, technology, and retail. 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 primarily invests in Vanguard funds and ETFs.
David L
Series 66
Scottsdale, AZ
Vanguard Advisers
David Lee is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds a Series 66 designation and has three years of industry experience. Prior to joining Vanguard Advisers in 2025, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA. 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 approach using proprietary models to set personalized asset allocations, primarily investing in Vanguard funds and ETFs.
Paul B
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Paul Biafore is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Vanguard entities since 2021, including Vanguard Marketing Corporation and The Vanguard Group, Inc. Prior to this, he held roles at California State University Northridge and Santa Monica College. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary methods to create personalized portfolios primarily composed of Vanguard funds and ETFs.
Christopher J
CFP®, Series 63, Series 65
Scottsdale, AZ
Vanguard Advisers
Christopher Jorgensen is a CFP®-credentialed financial advisor with 11 years of industry experience, currently with Vanguard Advisers since 2020. He previously worked at USAA in various investment and financial planning roles from 2014 to 2020. Jorgensen also has a lengthy background with USA Racquetball, spanning 18 years. 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 constructed from Vanguard funds and ETFs.
Aryeh L
Series 63, Series 65
Scottsdale, AZ
Vanguard Advisers
Aryeh Lightman is a financial advisor with Vanguard Advisers in Scottsdale, AZ. He holds Series 63 and Series 65 credentials and has 12 years of industry experience, including his tenure at The Vanguard Group since 2014. Outside of his advisory work, he is contracted as a Lyft driver and also sells personal items online. 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 and offers a range of customizable portfolios constructed mainly from Vanguard funds and ETFs.
Peter S
Series 66
Scottsdale, AZ
Vanguard Advisers
Peter Smith Jr. is a financial advisor with Vanguard Advisers holding a Series 66 designation and 13 years of industry experience. He has been with The Vanguard Group since 2015 and also serves as a junior high school basketball coach at Inspiration Mountain School. Vanguard Advisers provides investment advice through a combination of automated and human-supported services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, constructing portfolios primarily from Vanguard funds and ETFs with various customization options.
Steven C
Series 66
Scottsdale, AZ
Vanguard Advisers
Steven Cameron is a financial advisor with Vanguard Advisers in Scottsdale, AZ. He holds a Series 66 designation and has been with Vanguard since 2025. Prior to joining Vanguard, he held roles at American Express and several other firms. Outside of advising, he is contracted with DoorDash as a delivery driver. 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 with portfolios constructed mainly from Vanguard funds and ETFs, offering customization options and tax-aware features.
Claire H
Series 66
Scottsdale, AZ
Vanguard Advisers
Claire Hillis is a financial advisor with Vanguard Advisers, holding a Series 66 designation and seven years of industry experience. She has been with Vanguard since 2019, working across Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group. Prior to this, she held various roles including positions at Edward Jones and Michigan State University. 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 methodologies and primarily Vanguard funds and ETFs, with a focus on digital delivery and large-scale client servicing.
Dylan S
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Dylan Shaw is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including J.P. Morgan Securities LLC and Equitable Advisors, 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 mainly composed of Vanguard funds and ETFs.
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