Chantel Reeves is a financial advisor at Vanguard Advisers with four years of industry experience and holds a Series 66 credential. She joined Vanguard in 2022 and has prior experience at Ameriprise and H&R Block. Outside of her advisory role, she owns and manages an Airbnb rental property. Vanguard Advisers provides both 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 set personalized asset allocations and constructs portfolios mainly from Vanguard funds and ETFs, offering a range of customization options.

Jonathan Kirkham is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 17 years of industry experience. His career includes roles at The Vanguard Group, Vanguard Marketing Corporation, and Heart And Mind: Mobile Healthcare, a healthcare business he owns. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans, providing automated and human-supported investment advice through digital and personal advisor services. The firm uses a goal-based, algorithm-driven approach with portfolios largely composed of Vanguard funds and ETFs, offering tax-aware features and multiple customization options.

Peter Bovaird is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at The Vanguard Group, Inc. and Amazon.com Services, LLC. Outside of his advisory role, he serves as a brand ambassador for Celsius through PopBookings. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach and manages portfolios primarily with Vanguard funds and ETFs, supported by a large advisory team and digital platform.

Neil Warburton is a CFP®-certified financial advisor with 19 years of experience, currently affiliated with Vanguard Advisers. He has worked at The Vanguard Group, Inc. and its subsidiaries since 2007. Outside of his advisory role, he teaches yoga as a certified instructor at Sumits Yoga. 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 asset allocation, primarily using Vanguard funds and ETFs, and manages a large client base with a focus on digital delivery and scalable portfolio solutions.

Abigail Nathu is a CFP® with seven years of industry experience, currently serving as a financial advisor at Vanguard Advisers. Her prior experience includes roles at Facet Wealth and SmartPath Financial. She is based in Scottsdale, AZ. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct personalized portfolios primarily composed of Vanguard funds and ETFs.

Theodore Steele III is a financial advisor with Vanguard Advisers holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Amazon, Randstad, Heartland Payment Solutions, and mortgage companies such as Quicken Loans and AmeriSave Mortgage. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm is notable for its scale, managing hundreds of thousands of client relationships with over 2,200 advisors through a digital delivery platform combined with team servicing.

Luke Wilson is a CFP® and Series 63 credentialed financial advisor with 10 years of industry experience. He has worked at Vanguard Advisers, Inc. since 2019 and has been associated with The Vanguard Group and its affiliates since 2016. He is based in Scottsdale, AZ. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, offering customization options including ESG and tax-aware strategies.

Craig Mclane is a CFP® professional with 22 years of industry experience, currently serving at Vanguard Advisers since 2003. He is based in Scottsdale, AZ, and holds a Series 63 designation. Craig has spent his entire career at 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 employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios, mainly constructed from Vanguard funds and ETFs, with various tax-aware and customization features.

Ronald Raimondi 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 multiple Vanguard affiliates since 2021. His prior work includes roles outside the financial industry, including at Bird and Dogtopia. Vanguard Advisers provides 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 employs a goal-based, algorithm-driven investment approach utilizing proprietary models and primarily Vanguard funds and ETFs.

Danny Cagley is a financial advisor at Vanguard Advisers with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard-affiliated firms since 2011. Located in Scottsdale, AZ, he has worked across Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed largely from Vanguard funds and ETFs, offering personalized asset allocations and tax-aware features.

Justin Miramontes is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Linscomb & Williams and various positions in education. 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 mainly constructed from Vanguard funds and ETFs.

Chelsea Mapes is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and having seven years of industry experience. She has worked with The Vanguard Group since 2018 and previously held roles in university relations and education. 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 to personalize asset allocations, primarily through Vanguard funds and ETFs, and manages a large client base supported by over 2,200 advisors.

Scott Cooper is a Series 66-licensed financial advisor with Vanguard Advisers in Scottsdale, AZ, bringing four years of industry experience. His prior work includes roles at DFIN Solutions, Teksystems, and Arizona State University. He serves as president on his local homeowner's association board. Vanguard Advisers provides 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 approach using proprietary models and offers customizable portfolios constructed mainly from Vanguard funds and ETFs.

Yong Kim is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked at The Vanguard Group, Inc. since 2016 and has been self-employed since 2022. Outside of his advisory role, he is a drone pilot. 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 portfolios mainly composed of Vanguard funds and ETFs. The firm serves a large client base through its digital platform and team servicing model.

Loshima Bansal 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 affiliated entities since 2023. 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 investment approach featuring proprietary models and portfolios primarily constructed from Vanguard funds and ETFs.

Rodolpho Valencia Jr. is a Series 66-licensed financial advisor with Vanguard Advisers, based in Scottsdale, AZ, and has four years of industry experience. His prior work includes roles at The Home Depot, The Vanguard Group, The TJX Companies Inc., City Mill Co., Ltd., and Lowe’s Home Improvement. Outside of advising, he has worked in retail customer service at The Home Depot. 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 primarily composed of Vanguard funds and ETFs.

Sanjeshwari Nand is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Vanguard Advisers in 2026, she has worked at various Vanguard-related entities since 2024, as well as primarily in real estate and banking roles over the past several years. 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 approach using proprietary models and primarily invests clients in Vanguard funds and ETFs, offering features such as tax-aware strategies and portfolio customization.

Dawn Bushroe is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. She has been with Vanguard Advisers since 2015 and has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2008. Vanguard Advisers offers 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, constructing portfolios primarily from Vanguard funds and ETFs, with options for tax-aware strategies and customization.

Cindy Carpenter is a financial advisor at Vanguard Advisers with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Matson Money, Inc. and JP Morgan Securities, LLC. Since 2022, she has been employed by The Vanguard Group. 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 with portfolios composed largely of Vanguard funds and ETFs, offering a variety of customization and tax-aware features.

Sean Ostendarp is a CFP® with 17 years of industry experience, currently serving at Vanguard Advisers since 2008. He is based in Scottsdale, AZ, and holds a Series 63 designation. Vanguard Advisers offers 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 set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.