Jack Chapel is a financial advisor with Vanguard Advisers, holding a Series 66 designation and six years of industry experience. He has worked at The Vanguard Group, Inc. since 2022 and previously was with Equitable Advisors, LLC from 2020 to 2022. Jack has held various roles since 2016, including time at the University of Arizona. Vanguard Advisers provides both automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to portfolio construction, largely employing Vanguard funds and ETFs, and manages a large number of client relationships through its digital platform and extensive advisor team.

Amanda Dea is a financial advisor at Vanguard Advisers with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various Vanguard entities since 2018. Prior to her time at Vanguard, she was employed at Gonzaga University from 2014 to 2018. 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 personalize asset allocations, utilizing mostly Vanguard funds and ETFs along with a range of customization options.

Aaron Shackelford is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at American Express and multiple positions with The Vanguard Group. 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 and constructs portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Ryan Ahlman 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 been associated with Vanguard Marketing Corporation and The Vanguard Group since 2018 and has held self-employed roles since 2017. Prior to that, he worked at Oakwood Worldwide for nine years. 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 uses a goal-based, algorithm-driven investment approach, primarily constructing portfolios with Vanguard funds and ETFs, and manages a large client base with a combination of digital platforms and advisor teams.

Kiana Andrews is a financial advisor at Vanguard Advisers with one year of industry experience. She holds the Series 66 credential and has prior experience at First Command Financial Services. 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 featuring personalized asset allocations built largely from Vanguard funds and ETFs.

Jonathan Jana is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 18 years of industry experience. He previously worked at American Communications Network and It Works before joining The Vanguard Group in 2007. 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 utilizing proprietary models to personalize asset allocations and constructs portfolios mainly from Vanguard funds and ETFs, serving a large client base through digital delivery and advisor support.

Stephen Becker is a financial advisor at Vanguard Advisers with five years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Sedgwick and self-employment engagements before joining Vanguard in 2022. 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, serving a large client base through a combination of digital platforms and advisory teams.

Omar Arce Felix is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes positions at Vanguard Marketing Corporation, The Vanguard Group, Inc., Randstad, Amazon, and service in the United States Air Force. 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 and constructs portfolios primarily from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Taylor O’Connell is a CFP® with 10 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been affiliated with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2016. Vanguard Advisers delivers 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 largely constructs portfolios with Vanguard funds and ETFs, offering customization options such as ESG preferences and tax-aware features.

Andrea Lupercio Ocampo is a financial advisor at Vanguard Advisers with one year of industry experience. She holds Series 63 and Series 66 licenses and has prior work experience at Amazon and in education. Vanguard Advisers provides automated and human-supported investment advice through Vanguard Digital Advisor and Vanguard 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 portfolios constructed mainly from Vanguard funds and ETFs, offering tax-aware features and customization options.

Alex Fish is a Series 66 credentialed financial advisor with eight years of experience, currently serving at Vanguard Advisers. His prior roles include work at Texas Tech University’s International Cultural Center and Texas Tech University itself. 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.

Zachary Staheli is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including DFPG Investments and Managed Wealth Financial, before joining Vanguard in 2019. Outside of his advisory role, he is the owner of A and Z Ventures, LLC, a business focused on research and design. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans, providing automated and human-supported investment advice through its Digital Advisor and Personal Advisor services. The firm utilizes a goal-based, algorithm-driven approach with proprietary modeling and offers portfolios constructed mainly from Vanguard funds and ETFs.

Sergio Villanueva is a financial advisor at Vanguard Advisers with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Vanguard entities since 2006, including roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. 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 mainly from Vanguard funds and ETFs, supported by a large team of advisors and digital delivery.

David Van Brunt is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has worked at The Vanguard Group since 2018 and previously held roles at Benedictine University at Mesa and Great Hearts Academies. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm’s goal-based, algorithm-driven approach uses proprietary models to set personalized asset allocations with portfolios primarily composed of Vanguard funds and ETFs.

Scott Love is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2019. He has been with Vanguard entities since 2004, including Vanguard Marketing Corporation and THE Vanguard Group, Inc. His practice is based in Scottsdale, AZ. Vanguard Advisers provides 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 methodologies and focuses on portfolios constructed mainly from Vanguard funds and ETFs.

Joshua Huston is a financial advisor with Vanguard Advisers in Scottsdale, Arizona, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with The Vanguard Group, Inc. since 2014. Vanguard Advisers delivers both 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 employs a goal-based, algorithm-driven investment approach utilizing proprietary models and constructs portfolios mainly from Vanguard funds and ETFs with various tax-aware and customization features.

Todd Truitt is a CFP® with 20 years of experience in the financial industry, all of which he has spent at The Vanguard Group. He holds Series 63 and Series 65 licenses and 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 primarily composed of Vanguard funds and ETFs, offering a range of customization options and leveraging digital delivery to serve a large client base efficiently.

Christopher Wheeler is a CFP® credentialed financial advisor with Vanguard Advisers, based in Scottsdale, AZ. He has 19 years of industry experience, all of which has been with The Vanguard Group since 2004. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through both automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach and manages portfolios primarily using Vanguard funds and ETFs, offering various customization options including ESG considerations.

Dominic Saragaglia is a Series 66-licensed financial advisor with Vanguard Advisers, based in Scottsdale, AZ, and has six years of industry experience. Prior to joining Vanguard in 2021, he held various roles including self-employment ventures involving music and book sales, and he is a partner in Stay Seated, Inc., a food and beverage service mobile app. 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 construct diversified portfolios mainly from Vanguard funds and ETFs, combining scale with digital delivery to manage a large client base through both automated and team-supported services.

Allison Erena is a financial advisor at Vanguard Advisers with a Series 66 designation and two years of industry experience. She has worked at The Vanguard Group since 2023 and has prior experience at Randstad, YAH Agency, and Arizona State University. 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 portfolio construction, largely utilizing Vanguard funds and ETFs, and manages a high volume of client relationships through its digital platform and advisory team.