Christopher Beals is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked exclusively at The Vanguard Group since 2017, with prior experience at Millenium Golf / Rolling Hills. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models and offers portfolios mostly composed of Vanguard funds and ETFs, with tax-aware and customizable features.

Samuel Fink is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo for four years. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach primarily focused on Vanguard funds and ETFs. The firm manages a large client base with a combination of digital tools and advisor support.

David Schondelmayer is a CFP® and Series 63 credentialed financial advisor with 19 years of experience at The Vanguard Group, Inc. He is based in Scottsdale, AZ, and has been with Vanguard since 2007. Vanguard Advisers offers automated and human-supported investment advice to retail investors and eligible retirement plan participants. Its investment approach is goal-based and algorithm-driven, utilizing proprietary models and largely Vanguard funds and ETFs to create personalized asset allocations.

Jonathan Okpomor is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and possessing 15 years of industry experience. He has been with The Vanguard Group, Inc. since 2010. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through a combination of 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 extensive customization and tax-aware features.

Matthew Jankes is a financial advisor at Vanguard Advisers with six years of industry experience. He holds a Series 66 designation and has worked at The Vanguard Group, Inc. since 2020. His prior experience includes roles at Bank of America, Merrill, and Yelp Inc. 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 employs a goal-based, algorithm-driven investment approach using proprietary models and primarily invests in Vanguard funds and ETFs.

Jackson Pauley is a CFP® with 10 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2015. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Vanguard Advisers offers both 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 primarily composed of Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model, providing a range of customizable investment solutions.

Roger Snider is a CFP® with 13 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2012. He holds a Series 63 license and is based in Scottsdale, AZ. Vanguard Advisers delivers 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 set personalized asset allocations, primarily utilizing Vanguard funds and ETFs across a variety of customizable portfolios.

Travis Lovrien is a CFP®-certified financial advisor with Vanguard Advisers, based in Scottsdale, AZ, and has 12 years of industry experience. He has been with Vanguard Advisers since 2015 and has also worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2013. 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 predominantly Vanguard funds and ETFs in its portfolios.

Melisa Mondino is a financial advisor at Vanguard Advisers with 14 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with The Vanguard Group since 2011. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with proprietary methodologies to manage portfolios primarily composed of Vanguard funds and ETFs.

Carl Woszczynski is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Vanguard Group since 2020. Previously, he was involved with the Phoenix Rising Football Club from 2015 to 2019. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and manages a large client base through its digital platform and team servicing model.

Eric Mancini is an advisor at Vanguard Advisers based in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has been with Vanguard and its affiliates since 2026. Prior to his current role, he worked in media and advertising from 2015 to 2024. 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 create personalized portfolios predominantly composed of Vanguard funds and ETFs.

Todd Roggeman is a financial advisor with Vanguard Advisers, holding the ChFC® and Series 63 credentials and bringing 25 years of industry experience. His prior roles include positions at Farmers Financial Solutions, Farmers Insurance Group, and Amazon. He is also the owner of Todd S Roggeman Insurance Agency Inc, which he maintains alongside his advisory work. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, serving retail investors and retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily Vanguard funds and ETFs, offering a range of customization and tax-aware features.

John Cinalli is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with The Vanguard Group, Inc. since 1991. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach, using proprietary models to set personalized asset allocations and constructing portfolios mainly from Vanguard funds and ETFs.

Jonathan Akley is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 66 licenses. In addition to his advisory role, he operates an e-commerce business focused on buying and selling sports cards and memorabilia via eBay. 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 to portfolio construction, primarily using Vanguard funds and ETFs, with various tax-aware and customization features.

Zakary Bryant is a financial advisor with Vanguard Advisers in Scottsdale, AZ. He holds a Series 66 designation and has one year of industry experience. His prior work history includes roles at Wells Fargo and various other organizations. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to set personalized asset allocations and primarily investing in Vanguard funds and ETFs.

Miguelito Jean is a financial advisor with Vanguard Advisers, holding a Series 66 credential and one year of industry experience. His prior experience includes roles at Open Network Exchange, Experior Financial Group, and World Financial Group. Outside of advising, he has worked as a contractor for a transportation service with Uber. 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 with a team servicing model.

Daniel Hilby is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2016. He has also worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2014. Vanguard Advisers provides both 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 utilizes a goal-based, algorithm-driven approach featuring proprietary methodologies and portfolios mainly composed of Vanguard funds and ETFs.

Burton Feld is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and seven years of industry experience. His background includes roles at Morgan Stanley and Farmers Insurance Group. Outside of finance, he is involved in dog walking and pet sitting through a business named A Place for Rover, Inc. 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 portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through both digital platforms and a team servicing model.

Wilson Clines is a CFP® with 21 years of industry experience, currently serving as an advisor at Vanguard Advisers in Scottsdale, AZ. He has been with The Vanguard Group, Inc. since 2004. 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 that utilizes proprietary models to set personalized asset allocations, largely using Vanguard funds and ETFs.

Nicholas Marino is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Dew Wealth Management, Morgan Stanley, and JP Morgan Securities. He also works as a tax preparer for Intuit, assisting clients with tax preparation. 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 constructed from Vanguard funds and ETFs.