Bryce Dawson is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Merrill, Bank of America, Fidelity Brokerage Services, UBS Financial Services, and Key Private Bank. Outside of advising, he is the owner of Jamlin Properties, LLC, a real estate business. 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 built primarily from Vanguard funds and ETFs. The firm serves a large client base through a digital platform supported by over 2,200 advisors.

Ginarose Vanasse is a financial advisor at Vanguard Advisers with 13 years of industry experience. She holds the CFP® and Series 63 designations. In addition to her advisory role, she owns Vanawesome Pump LLC, a waste management and remediation services business. 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 and portfolios constructed mainly from Vanguard funds and ETFs.

Jonathan Scanlin is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to his current role, he worked at Chipotle from 2021 to 2022. 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’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to set personalized asset allocations across various savings goals.

Adam Shepherd is a financial advisor at Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Vanguard Group, Yelp Inc., LoanDepot, and Aetna, as well as ownership of several LLCs involved in marketing, operations, and real estate investment. Outside of his advisory work, he owns GEN225, LLC, which focuses on marketing and sales operations, and Eden Bloom Realty, LLC, which searches for investment properties. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans, offering both automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct portfolios primarily from Vanguard funds and ETFs, with various tax-aware and customization features.

Bryan Smith is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo and several Vanguard affiliates. Outside of his advisory role, he is involved in real estate investment, assisting clients with buying and selling properties. 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 asset allocations, primarily through Vanguard funds and ETFs.

Ethan Grinnen is a financial advisor at Vanguard Advisers with Series 66 credentials and one year of industry experience. Prior to his current role, he has been involved in various business ventures including Fog in a Box LLC and Mexkor Restaurant Group LLC. He is also employed by Marriott International Inc. Vanguard Advisers offers 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 employs a goal-based, algorithm-driven investment approach utilizing proprietary models and portfolios constructed mainly from Vanguard funds and ETFs.

Jeffrey Obrien is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 65 designations and nine years of industry experience. Prior to joining Vanguard in 2020, he worked at several financial firms including JP Morgan Securities and McAdam LLC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering tax-aware features and customization options.

Curtis Skousen is a financial advisor at Vanguard Advisers with five years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. His background also includes roles in the automotive and cleaning industries, as well as teaching at the University of Phoenix. Vanguard Advisers offers 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 using proprietary models to construct portfolios mainly from Vanguard funds and ETFs, combining scale and digital delivery through its extensive advisor team.

Justin Zeis is a CFP®-certified financial advisor with Vanguard Advisers, based in Scottsdale, AZ, and has 20 years of industry experience. He has worked with Vanguard since 2008 in various roles, including at Vanguard Marketing Corporation and The Vanguard Group, Inc., and has been with Vanguard Advisers since 2015. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, using a goal-based, algorithm-driven approach primarily composed of Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model, offering customized portfolios and tax-aware investment features.

Shawn Jackson is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple Vanguard entities since 2022. Outside of his advisory role, he is self-employed as a contracted delivery driver. 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 personalized asset allocations primarily constructed from Vanguard funds and ETFs.

Ashwani Barar is a financial advisor at Vanguard Advisers with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Vanguard entities since 2006. His current role at Vanguard Advisers began in 2015. 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, constructing portfolios primarily from Vanguard funds and ETFs, and manages a large client base through a combination of digital delivery and advisor support.

Casey Ethier is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Vanguard since 2009, including roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Vanguard Advisers provides digital 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.

Walter Ulrich is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds Series 63 and Series 65 credentials and has 28 years of industry experience. Mr. Ulrich has been with The Vanguard Group, Inc. since 1997. Vanguard Advisers provides both automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary methodologies to set personalized asset allocations largely constructed from Vanguard funds and ETFs.

Christopher Esser is a CFP® with 29 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2011. His work history is tied to various Vanguard entities, including Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of his advisory role, he acts as a limited agent for investment matters for immediate family members. 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 centered on proprietary models and offers a broad range of customizable portfolio options using Vanguard funds and ETFs.

William Powell is a CFP® professional with 13 years of experience in the financial services industry. He has worked at The Vanguard Group, Inc. since 2013. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard 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 investment approach with portfolios primarily composed of Vanguard funds and ETFs, offering various customization options.

Graham Norris is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Vanguard, his work history includes roles outside of finance, such as at Gangnam Sushi and Fratelli's Pizza. Vanguard Advisers provides 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 approach using proprietary methodologies and primarily invests in Vanguard funds and ETFs.

Daniel Martinez is a CFP® with nine years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has worked at various Vanguard-affiliated entities since 2016 and previously held a role at First American Bank. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach with portfolios mainly constructed from Vanguard funds and ETFs, offering a high client-to-advisor ratio supported by its digital platform and team servicing model.

Kendra Gutierrez is a financial advisor at Vanguard Advisers with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Vanguard firms and Infosys BPM. She serves as board treasurer for Boys Team Charity, Inc. in Phoenix, AZ. Vanguard Advisers offers 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, providing a range of customization options and managing a large client base through digital delivery and team servicing.

Michael Dearborn is a financial advisor at Vanguard Advisers with nine years of industry experience. He has been with The Vanguard Group since 2017 and previously worked for Alliance Defending Freedom from 2014 to 2017. 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 that incorporates proprietary asset allocation models and largely invests in Vanguard funds and ETFs. The firm manages a high volume of client relationships through a scalable digital platform combined with advisor support.

Berkay Basaran is a Series 66-licensed financial advisor at Vanguard Advisers with one year of industry experience. His prior work includes roles at BoomerangFX, CE Showroom, and The VANGUARD GROUP, INC. among others. 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 tax-aware features.