Hank Lobel is a CFP® and Series 66 designated financial advisor with 20 years of industry experience. He has worked with Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. since 2015. Based in Scottsdale, AZ, he is part of a large team of over 2,200 advisors at Vanguard Advisers. 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, with portfolios constructed mainly from Vanguard funds and ETFs, featuring tax-aware strategies and customization options.

Brandon Hawkins is a financial advisor at Vanguard Advisers with Series 66 credentials and one year of industry experience. His prior roles include positions at Northwestern Mutual and PIMCO Investments, as well as a decade at Western Asset Management. 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 approach using proprietary models to construct portfolios primarily from Vanguard funds and ETFs.

Connor Roberts is a financial advisor with Vanguard Advisers based in Scottsdale, AZ, holding a Series 66 designation and six years of industry experience. His work history includes roles at Vanguard Marketing Corporation, The Vanguard Group, CVS Health, and Edward Jones. 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 to portfolio construction, primarily using Vanguard funds and ETFs with customizable options including tax-aware features and ESG preferences.

Maya Ramirez 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 The Vanguard Group since 2017. Prior to that, she was employed at Xerox State Health Care and Mesa Community College. 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 using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Travis Caddell is a CFP® and holds a Series 66 designation with 14 years of industry experience. He has worked at Vanguard Advisers since 2013 and spent one year at Edward Jones prior to that. Vanguard Advisers offers 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 with portfolios constructed mainly from Vanguard funds and ETFs, incorporating tax-aware features and customization options.

Davonte Davis is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, Archwest Capital, Rocket Mortgage, and Wells Fargo. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard 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 largely Vanguard funds and ETFs to tailor portfolios with tax-aware and customization features.

Alexander Mc Lellan is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Vanguard entities since 2018. Prior to that, he was employed at Sixt Rental Car from 2015 to 2018. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice. 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 managing a large client base through a high client-to-advisor ratio.

John Escudero is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Vanguard Advisers since 2020 and has concurrent roles within other Vanguard entities dating back to 2017. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, employing a goal-based, algorithm-driven approach that incorporates proprietary glide-path methodology and the Vanguard Capital Markets Model. The firm manages a large client base using digital delivery combined with a team servicing model and constructs portfolios primarily from Vanguard funds and ETFs with various customization options.

Frank Cordova Jr. is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Vanguard Group since 2020. Prior to his current role, his background includes positions at MCF Construction Inc., New Mexico State University, and Johnstone Supply. 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 investment approach using proprietary models to create personalized asset allocations, predominantly utilizing Vanguard funds and ETFs.

Cameron Runyan is a financial advisor at Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. His previous roles include positions at LPL Financial LLC, PlanMember Securities Corporation, and One2One Wealth Strategies. He also worked at StretchLab and studied at the University of Arizona. Vanguard Advisers provides both automated and human-supported investment advice primarily to retail investors and retirement plan participants, using a goal-based, algorithm-driven approach that incorporates proprietary models and tax-aware portfolio features. The firm is notable for its scale and digital delivery, managing a large client base with a team servicing model.

Elias Smith is a financial advisor with Vanguard Advisers holding a Series 66 designation and has less than one year of industry experience. Prior to joining Vanguard, he has worked in the hospitality and entertainment sectors, including roles as a bartender and DJ. 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 primarily using Vanguard funds and ETFs. The firm manages a large client base through its digital platform and extensive team of advisors.

Eric Danapilis is a financial advisor at Vanguard Advisers with six years of industry experience. He holds a Series 66 designation and has worked at multiple firms including PNC Investments, Ameriprise Financial Services, and Edward Jones. Outside of his advisory role, he serves as Assistant Director for Berrien County Mission. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, providing a scalable digital platform supported by a large advisory team.

Joshua Johnson is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63, Series 65, and Series 66 credentials and 19 years of industry experience. His prior experience includes roles at Morgan Stanley, JPMorgan Chase Bank, and Griffin Capital Securities. 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 proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs, serving a large client base through a combination of digital delivery and advisory teams.

Nick Catsoules is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds Series 63 and Series 66 designations and has 13 years of industry experience. Catsoules has been with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2014. 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. The firm manages a large client base through its digital platform combined with a team servicing model, offering portfolios constructed primarily from Vanguard funds and ETFs with various customization options.

Catherine Martin is a financial advisor with Vanguard Advisers, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones and has been with The Vanguard Group and its affiliates since 2018. Prior to her advisory career, she was involved with Waters Mill Weddings & Event Facility and has an academic background from the University of North Georgia. 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, utilizing proprietary models to create personalized portfolios primarily from Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisory teams.

Luis Bejarano Sr. is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 designations and three years of industry experience. His prior roles include positions at U.S. Bancorp Advisors, Bryan University, Thrivent Financial, and Midfirst Bank. Vanguard Advisers delivers 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 using proprietary models to tailor asset allocations, primarily utilizing Vanguard funds and ETFs, with options for customization including tax-aware features and ESG preferences.

Nancy Saulson is a financial advisor at Vanguard Advisers with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2012. Saulson is also president of Capital Financial Services, Inc., a non-investment related business. 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 primarily from Vanguard funds and ETFs, serving a large client base through a digital platform and extensive advisor team.

Nathan Litterio is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Morgan Stanley and E*Trade Securities LLC. Prior to his finance career, he held roles in education and other fields. Vanguard Advisers serves retail investors and eligible employer-sponsored retirement plan participants by providing automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering customization options including ESG preferences.

Annmarie Bjorklund is a CFP® with 24 years of industry experience, currently advising at Vanguard Advisers since 2022. She has been affiliated with various Vanguard entities since 2010. 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, managing large-scale client relationships through a combination of digital platforms and advisor teams.

Jacob Sarkan is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Morgan Stanley, The Home Depot, Lowe's, and self-employment, as well as academic experience at Arizona State University. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and offers a range of customization options, managing a large client base through digital delivery and a team servicing model.