Rong Xue is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and five years of industry experience. Her previous roles include positions at J.P. Morgan Securities LLC, Charles Schwab, and Merrill Lynch. Outside of her advisory work, she owns and minimally manages residential rental properties. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs.

Adib Rezaei Dashti is a financial advisor at Vanguard Advisers with a Series 66 designation and two years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. before joining Vanguard. He also has experience working at Rio Salado Community College, Frito-Lay, and Wal-Mart. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs with various tax-aware and customization features.

Jacob Dietz is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Proper a.i., and Criterion 3. He has also been involved with the University of Wyoming. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to create portfolios primarily from Vanguard funds and ETFs, offering customization options including ESG preferences and tax-aware features.

Amanda Miller is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her career includes roles at The Vanguard Group, Twenty20.com, and self-employment ventures. Outside of advising, she operates a retail business selling photo cards on Etsy and manages a Poshmark resale business. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm emphasizes a goal-based, algorithm-driven investment approach with portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through digital platforms and a team advisory model.

Kelsey Pauley is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has worked with Vanguard Advisers since 2017 and is also associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2015. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard 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 using proprietary models to construct portfolios mainly from Vanguard funds and ETFs, with various tax-aware and customization features.

Allison Gerard Nguyen is a financial advisor at Vanguard Advisers with three years of industry experience. She holds a Series 66 designation and has been with Vanguard and its affiliates since 2023. Outside of her advisory role, she is the owner of Allison Nguyen Realtor PLLC, a real estate business currently not in active use. 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 create personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Stefen Ruiz is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations. He has been with Vanguard and its related entities since 2025, with prior experience at Morgan Stanley and various roles outside the financial industry, including work in healthcare resources and local businesses. 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, combining digital delivery at scale with customized investment options.

Kirby Mauro is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Vanguard and its affiliates since 2014. Prior to that, he worked at Time Etc for one year. 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 portfolios primarily composed of Vanguard funds and ETFs.

Max Hancock is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Vanguard Advisers since 2020 and previously held positions at Edward Jones and Yelp Inc. He is based in Scottsdale, AZ. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based and algorithm-driven approach. The firm manages a large client base through proprietary technology and offers portfolios constructed mainly from Vanguard funds and ETFs, featuring customizable options and tax-aware strategies.

Todd Riopelle is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2014. He has been associated with The Vanguard Group and its related entities since 1999. 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 with portfolios primarily composed of Vanguard funds and ETFs. The firm serves a large client base through its digital platform and team servicing model, focusing on retail and plan participants.

Aaron Shalwani is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior work includes roles at Verizon, Amazon.com, and in education at Minot State University. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach that utilizes proprietary models and mainly Vanguard funds, offering a range of customization options and tax-aware features.

William Bailey is a financial advisor at Vanguard Advisers with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Edward Jones, Fidelity Brokerage Services, and self-employment, with over 20 years of affiliation with FINRA. Vanguard Advisers provides both 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 portfolio construction using proprietary methodologies and primarily Vanguard funds and ETFs.

Mark Pearson is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2014. He has been associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 1998. Vanguard Advisers provides 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 portfolio construction, utilizing Vanguard funds and ETFs and offering a wide range of customization options.

Collin Clark is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Fidelity Investments, Pure Financial, Charles Schwab, and other firms. Clark maintains an insurance license. 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 mainly composed of Vanguard funds and ETFs.

Timothy Wieland is a financial advisor at Vanguard Advisers with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Vanguard entities since 2012. He also serves the City of Peoria in a professional capacity. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with personalized asset allocations and offers a range of customizable portfolios primarily composed of Vanguard funds and ETFs.

Hunter Daskalos is a financial advisor with Vanguard Advisers, holding a Series 66 designation and based in Scottsdale, AZ. He joined Vanguard in 2026 and has prior experience at firms including GoldBook Financial and MassMutual Life Insurance Co. Before entering the advisory field, his background includes roles at various companies outside finance, such as Specialized Pavement Markings LLC and Monarch Restaurant. Vanguard Advisers offers both 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 investment approach using proprietary models to personalize asset allocations, with portfolios primarily composed of Vanguard funds and ETFs.

Jaymes Dickinson is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with The Vanguard Group since 2008. 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 primarily employing Vanguard funds and ETFs. The firm’s scale and digital delivery model serve hundreds of thousands of clients through a combination of automated platforms and advisor teams.

Michael Gracz is a financial advisor at Vanguard Advisers based in Scottsdale, AZ, holding Series 63 and Series 66 licenses with four years of industry experience. He has been with Vanguard Advisers since 2026 and has concurrently worked with The Vanguard Group and Vanguard Marketing Corporation since 2021. 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 proprietary methodologies and a wide range of customization options. The firm combines digital delivery with a large advisory team, managing extensive client relationships primarily in the retail and plan participant sectors.

Tyler Hossfeld is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, and various golf courses. 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 models and mainly Vanguard funds and ETFs to create customized portfolios.

Debby Chiang is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. She has worked at The Vanguard Group, Inc., Randstad, JPMorgan Chase & Co, and Segment. 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 construct portfolios primarily from Vanguard funds and ETFs, offering a variety of customization options.