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Nicholas K
Series 63, Series 65
Scottsdale, AZ
Vanguard Advisers
Nicholas Knoebel is a financial advisor at Vanguard Advisers with eight years of industry experience. He has held positions at The Vanguard Group since 2017 and previously worked at Sobelman's Marquette and Marquette University. Outside of advisory work, he was involved in Blaze Landscaping from 2013 to 2017. 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 investment approach, utilizing proprietary models and largely Vanguard funds and ETFs to construct personalized portfolios.
Bryson F
CFP®, Series 66
Scottsdale, AZ
Vanguard Advisers
Bryson Fisher is a CFP® with 17 years of industry experience, currently affiliated with Vanguard Advisers. His career includes roles at AXA Advisors, USAA Financial Advisors, and The Vanguard Group. 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 that uses proprietary models and primarily Vanguard funds and ETFs.
Sebastian Q
Series 66
Scottsdale, AZ
Vanguard Advisers
Sebastian Quintana Paredes is a financial advisor at Vanguard Advisers with one year of industry experience. He holds a Series 66 designation and has worked in various roles at Vanguard entities since 2025. Outside of his advisory work, he is employed as a team member at Amazon, where he manages inventory. 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 portfolios mainly from Vanguard funds and ETFs, offering a high client-to-advisor ratio supported by its digital platform and broad scale.
Benjamin G
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Benjamin Gaff is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and five years of industry experience. He previously worked at Charles Schwab & Co., Inc. and has served in the U.S. Army Reserves for eight years. Outside of his advisory role, he owns a residential pressure washing business and contracts for grocery deliveries through Instacart. 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.
Jared F
CFP®, Series 63
Scottsdale, AZ
Vanguard Advisers
Jared Frew is a CFP® with 22 years of industry experience, currently serving as an advisor at Vanguard Advisers in Scottsdale, AZ. He has worked at The Vanguard Group, Inc. and its affiliate Vanguard Marketing Corporation since 2004. Outside of his financial advising role, Jared owns and operates an online art e-commerce business. 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 that utilizes proprietary models to create personalized asset allocations, largely investing in Vanguard funds and ETFs with various tax-aware and customization features.
Cynthia K
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Cynthia Kimble is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Vanguard and its affiliated entities since 2015. Outside of advising, she owns Joy and Wonder Boutique Photography and is involved in retail sales through Plexus Worldwide. Vanguard Advisers provides 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, combining scale with digital delivery to serve a large client base efficiently.
Joseph D
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Joseph Donnelly is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Vanguard Marketing Corporation, The Vanguard Group, and prior employment outside the financial sector. Vanguard Advisers provides automated and human-supported investment advice primarily for 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, with portfolios primarily composed of Vanguard funds and ETFs.
Jessica A
CFP®, Series 63
Scottsdale, AZ
Vanguard Advisers
Jessica Arias is a CFP® with 19 years of experience in the financial industry, currently serving as an advisor at Vanguard Advisers. She has worked at The Vanguard Group since 2007 and previously operated Arias Custom Works, LLC from 2018 to 2022. 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 construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and managing a large scale of client relationships.
Valentin D
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Valentin Duran Jr. is a financial advisor at Vanguard Advisers with three years of industry experience. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he has worked as a contracted delivery driver with DoorDash. 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 approach that incorporates Vanguard funds and ETFs, offering a range of customization options and tax-aware features.
Alexander N
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Alexander Newcomer is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and possessing five years of industry experience. He has been with Vanguard Advisers since 2023 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. Prior to his financial services career, he held positions in the hospitality industry and engaged in recreational community activities. 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 personalized asset allocations constructed largely from Vanguard funds and ETFs, supported by a digital delivery platform managing hundreds of thousands of client relationships.
Oscar C
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Oscar Cortes Jr. is a financial advisor at Vanguard Advisers with 26 years of industry experience. His prior work includes roles at BMO Bank N.A., LPL Financial, Bank of the West, Charles Schwab, and Merrill. He holds Series 63 and Series 66 licenses. 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, utilizing mostly Vanguard funds and ETFs, and serves a large client base through a combination of digital platforms and advisory teams.
Reami B
Series 66
Scottsdale, AZ
Vanguard Advisers
Reami Boone is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Vanguard, Boone's diverse background includes roles at Wells Fargo and various companies outside financial services. Boone also works as a sales associate at Helzberg Diamonds. 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 approach using proprietary models to create personalized portfolios predominantly composed of Vanguard funds and ETFs.
Jacob S
CFP®, Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Jacob Storms is a CFP® professional with 21 years of experience in the financial industry. He is currently an advisor with Vanguard Advisers and has previously worked at Facet Wealth and Northwestern Mutual in various capacities. Outside of finance, Storms maintains partial ownership of a restaurant business, Sonoran Restaurant Group, LLC, 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 models and primarily invests in Vanguard funds and ETFs, offering a scalable digital platform supported by a large advisor team.
Andalib A
Series 66
Scottsdale, AZ
Vanguard Advisers
Andalib Ahmed is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to joining Vanguard Advisers, Ahmed held roles at LPL Financial, Integrity Staffing Solutions, Americor, MEI Consulting, and Fanatics. Ahmed is based in Scottsdale, AZ. Vanguard Advisers provides automated and human-supported investment advice primarily for 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, with portfolios largely constructed from Vanguard funds and ETFs.
Easton C
Series 63, Series 65
Scottsdale, AZ
Vanguard Advisers
Easton Cook is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with The Vanguard Group since 2014. Outside of his advisory role, he serves as a full agent for his father. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized portfolios mainly from Vanguard funds and ETFs.
Travis H
CFP®, Series 63, Series 65
Scottsdale, AZ
Vanguard Advisers
Travis Horner is a CFP® with 18 years of industry experience currently serving at Vanguard Advisers. He has been with Vanguard in various capacities since 2007 and is self-employed in antique consignment outside of his advisory work. Vanguard Advisers offers automated and advisor-supported investment services primarily to retail investors and retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models and predominantly Vanguard funds and ETFs to create personalized portfolios.
Seth D
CFP®, Series 63
Scottsdale, AZ
Vanguard Advisers
Seth Degeer is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding CFP® and Series 63 designations and bringing 27 years of industry experience. He has worked at The Vanguard Group since 1999 and owns two small businesses outside of finance: a photography company and a retail micro markets venture. 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 is notable for its scale, digital delivery, and comprehensive customization options.
Dayton N
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Dayton Nussle is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and five years of industry experience. He has been with Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2021. His background includes roles at Arizona State University, Maricopa Community Colleges, and experience in the hospitality and service industries. 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 that utilizes proprietary methodologies and a broad lineup of Vanguard funds and ETFs.
Chad F
Series 63, Series 66
Scottsdale, AZ
Vanguard Advisers
Chad Fleming is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds Series 63 and Series 66 designations and has 26 years of industry experience, including 28 years with The Vanguard Group. 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 to portfolio construction, primarily using Vanguard funds and ETFs, and manages a large client base through its digital platform and team servicing model.
James M
CFP®, Series 63, Series 65
Scottsdale, AZ
Vanguard Advisers
James Moran is a CFP® with 15 years of experience in financial advising. He currently works at Vanguard Advisers and has previously held roles at USAA Financial Advisors Inc., USAA Financial Planning Services, and Usaa Investment Management Company. Moran is based in Scottsdale, AZ. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving 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, supported by a large team of over 2,200 advisors managing a high volume of client relationships.
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