Rodney Rogge is a CFP® with 14 years of industry experience currently at Vanguard Advisers, where he has worked since 2014. He holds a Series 63 license and is based in Scottsdale, AZ. His entire professional career has been with THE Vanguard Group, Inc. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven investment approach and manages a large-scale, digitally delivered platform that utilizes Vanguard funds and ETFs with customization options including tax-aware features and ESG preferences.

Carlos Miranda Feitosa is a financial advisor with Vanguard Advisers in Scottsdale, AZ. He holds Series 63 and Series 66 credentials and has 14 years of industry experience. Prior to his current role, he has been associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2016. 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, offering a range of customization options and a digital delivery model serving hundreds of thousands of clients.

Brian Noonan is a financial advisor at Vanguard Advisers based in Scottsdale, AZ, holding Series 63 and Series 66 licenses with nine years of industry experience. He has been with The Vanguard Group since 2017 and previously worked in education at Benedictine University and Deer Valley Unified School District. 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 investment approach, constructing portfolios mainly from Vanguard funds and ETFs with various tax-aware and customization features.

James Mcdonald is a financial advisor with Vanguard Advisers, holding Series 63, Series 65, and Series 66 credentials and bringing 23 years of industry experience. He has been with Vanguard Advisers since 2017 and is also employed by The Vanguard Group and Vanguard Marketing Corporation. Prior to joining Vanguard, he worked for the City of Avondale for ten years. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach to asset allocation, constructing portfolios mainly from Vanguard funds and ETFs with customizable features including ESG and tax-aware options.

John Lawrence is a CFP® professional with 18 years of experience in the financial industry, all with The Vanguard Group. He is based in Scottsdale, AZ. Outside of his advising role, he is involved as a landlord of rental properties and has served as a limited agent in another business capacity. Vanguard Advisers delivers automated and human-supported investment advice through 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 with Vanguard funds and ETFs, and supports a large client base through its scale and digital platform.

Andrew Hutchinson is a financial advisor at Vanguard Advisers with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2021. His background includes roles at Heffernan Insurance Brokers and the University of Arizona. 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 and offers a range of customizable solutions built mainly from Vanguard funds and ETFs.

Vanessa Atkins is a financial advisor at Vanguard Advisers with three years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., Cenlar FSB, Santander, and other positions across various industries. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary methodologies and primarily Vanguard funds and ETFs.

Erick Kappus is a CFP® with 20 years of experience in the financial services industry, all of which has been with The Vanguard Group since 2006. He is based in Scottsdale, AZ. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and over 2,200 advisors.

Gustavo Sosa is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 designations and 10 years of industry experience. He has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2016 and joined Vanguard Advisers in 2026. 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 that utilizes proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, with various tax-aware and customization features.

Christine Eichorn is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She is also a writer and illustrator, creating children's books and managing an e-commerce business related to her artwork. Eichorn has worked with Vanguard since 2018 and has maintained freelance design and illustration activities since 2009. 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 develop personalized asset allocations, largely investing in Vanguard funds and ETFs, and operates on a large scale with over 2,400 advisors serving hundreds of thousands of clients.

Sonali Kumar is a financial advisor at Vanguard Advisers with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Vanguard Advisers since 2020. Prior to this, she held roles with Vanguard Marketing Corporation and The Vanguard Group, Inc. dating back to 2016. 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 Vanguard funds and ETFs along with tax-aware features and customizable options.

Kelly Mccarrel is a financial advisor at Vanguard Advisers with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with The Vanguard Group since 2004. In addition to her advisory role, she is the owner and class instructor at Over the Fire BBQ Supply LLC. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing automated and human-supported investment advice through its digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and offers portfolios primarily constructed from Vanguard funds and ETFs, with various tax-aware and customization features.

Michael Mcclure is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Vanguard Advisers in 2023, he worked at Rocket Mortgage for 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 with personalized asset allocations primarily constructed from Vanguard funds and ETFs.

Timothy Lee Jr. is a financial advisor with Vanguard Advisers in Scottsdale, AZ. He holds Series 63 and Series 66 designations and has two years of industry experience. Outside of his advisory role, he has worked in the food service industry as a server at Dillons KC BBQ since 2013. 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 to asset allocation, utilizing proprietary models and primarily Vanguard funds and ETFs, with options for tax-aware and ESG-focused strategies.

Hailey Mc Donald is a financial advisor at Vanguard Advisers with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various roles at Vanguard since 2020. 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 asset allocations, largely investing in Vanguard funds and ETFs with a range of customization options.

Richard Marvray is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Robinhood Markets, and The Vanguard Group. Outside of his advisory work, he is employed as a server at Mellow Mushroom in Phoenix, AZ. Vanguard Advisers delivers automated and human-supported investment advice through digital and personal advisory services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios largely constructed from Vanguard funds and ETFs, supported by a large advisor team managing a high volume of client relationships.

Daniel Sonntag is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with Vanguard Advisers and has prior experience with the New Mexico Business Coalition and his own consulting firm, Sonntag Enterprises, Inc., where he provides consulting on human capital management and business strategy. He serves as treasurer on the board of the Nu Epsilon Education Fund Kappa Sigma Alumni Chapter and owns Ancho LLC, a business involved in real estate, travel, and pet products. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses an algorithm-driven, goal-based investment approach with portfolios constructed mainly from Vanguard funds and ETFs and offers a range of customization options alongside large-scale digital delivery supported by over 2,200 advisors.

Rebecca Karlik is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with The Vanguard Group since 2010. 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 that relies on proprietary models and primarily Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team servicing model.

Neha Nagpal is a financial advisor at Vanguard Advisers with five years of industry experience. She holds Series 63 and Series 66 designations and has been with Vanguard Marketing Corporation and The Vanguard Group since 2021. 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 composed of Vanguard funds and ETFs, offering broad customization and tax-aware features.

Zachary Adam is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and two years of industry experience. His recent work history includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. prior to joining Vanguard Advisers. Vanguard Advisers provides automated and human-supported investment advice through its digital 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 with personalized asset allocations largely constructed from Vanguard funds and ETFs.