Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Earl F

CFP®, Series 63

Scottsdale, AZ

Vanguard Advisers

Earl Fraley III is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2020. His professional background includes roles at The Vanguard Group, Inc. and Vanguard Marketing Corporation dating back to 2007, as well as five years at Rio Salado College. Vanguard Advisers delivers both 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 investment approach utilizing proprietary models, and manages portfolios mainly composed of Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Brad S

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Brad Snavely is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked with various Vanguard entities since 2021 and previously held positions at Randstad and Lowes. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios primarily constructed from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through a digital delivery model.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Thomas K

CFP®, Series 63, Series 65

Scottsdale, AZ

Vanguard Advisers

Thomas Knudson is a CFP® with 12 years of industry experience, currently serving at Vanguard Advisers since 2017. His prior roles include positions at Ronald Blue Trust and Ronald Blue & Co., and he also worked at Arizona State University. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, utilizing a goal-based, algorithm-driven approach that employs proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing a large client base with a combined automated and team servicing model.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Randy S

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Randy Shrimplin is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with The Vanguard Group since 2010. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach and constructs portfolios mainly from Vanguard funds and ETFs, combining scale with digital delivery to manage a large client base effectively.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Bradley R

CFP®, Series 63

Scottsdale, AZ

Vanguard Advisers

Bradley Reber is a CFP®-certified financial advisor with 18 years of industry experience, currently serving at Vanguard Advisers since 2010. He holds a Series 63 license and is based in Scottsdale, AZ. 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 featuring personalized asset allocations and portfolios constructed mainly from Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Shoba I

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Shoba Ishaq is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her work background includes roles at JPMorgan Chase Bank, N.A. and multiple positions within Vanguard entities since 2022. Outside of finance, she owns and operates an e-commerce business, S&R NextGen, LLC. 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 and manages a large client base through a combination of digital platforms and advisor teams.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Collin M

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Collin Mc Hugh is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at various Vanguard entities since 2021 and has been involved with Epic Valet as a valet and lobby ambassador since 2019. 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 and manages a large client base with a combination of technology and advisor support.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Philip D

Series 63, Series 65

Scottsdale, AZ

Vanguard Advisers

Philip Dobbin is a financial advisor with Vanguard Advisers based in Scottsdale, AZ, holding Series 63 and Series 65 designations and 15 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, and USAA Financial Advisors. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, offering goal-based, algorithm-driven portfolio management primarily using Vanguard funds and ETFs. The firm serves a large client base through its digital platform and team servicing model.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Jack N

Series 66

Scottsdale, AZ

Vanguard Advisers

Jack Norrbohm is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds a Series 66 designation and has one year of industry experience. Outside of his advisory role, he works as a remote payroll accountant for BPO Solutions Group. 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 with portfolios primarily composed of Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Jose G

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Jose Guerra Mena is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been associated with Vanguard entities since 2017, including roles at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group. 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 using proprietary models to construct personalized portfolios primarily composed of Vanguard funds and ETFs, offering various customization and tax-aware features.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Corbin W

Series 66

Scottsdale, AZ

Vanguard Advisers

Corbin Willson is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. He has worked with Vanguard-affiliated entities since 2021 and previously worked at The Garzella Group and Arizona Box And Container. Willson holds a Property and Casualty Insurance license. 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 asset allocations primarily composed of Vanguard funds and ETFs, serving a large client base through a combination of digital platforms and advisor teams.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Matt S

CFP®, Series 63, Series 65

Scottsdale, AZ

Vanguard Advisers

Matt Sherman is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2017. His prior experience includes roles at Learnvest Planning Services and LPL Financial. He is based in Scottsdale, AZ. 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, and manages a large client base supported by a team servicing model.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Cem S

CFP®, Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Cem Sevinc is a CFP® with four years of industry experience, currently serving as an advisor at Vanguard Advisers in Scottsdale, AZ. His prior experience includes roles at Fidelity and TIAA. 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 that incorporates proprietary methodologies to create personalized asset allocations primarily using Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Robin M

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Robin Meyer is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Vanguard in 2026, Meyer worked at T. Rowe Price Investment Services for seven years and has experience in other financial and transport-related roles. 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 set personalized asset allocations, primarily utilizing Vanguard funds and ETFs alongside tax-aware and customization features.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Samol O

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Samol Oun is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Vanguard Advisers since 2020 and is also the owner and photographer of Sam Oun Photography, a business he has operated since 2012. Vanguard Advisers provides automated and human-supported investment advice through its 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 and constructs portfolios primarily from Vanguard funds and ETFs, offering tax-aware strategies and customization options.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

John G

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

John Grant is a financial advisor with Vanguard Advisers in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Vanguard Advisers, he worked at Allied First Bank and Quicken Loans. Outside of his advisory role, he is self-employed as a copywriter specializing in marketing. 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, emphasizing Vanguard funds and ETFs with tax-aware features and a range of customization options.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Khachik G

Series 63, Series 65

Scottsdale, AZ

Vanguard Advisers

Khachik Gezalyan is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Vanguard since 2016 and is the owner of an e-commerce business, TAP MOB, LLC, which markets clothing online. Vanguard Advisers offers 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 largely composed of Vanguard funds and ETFs. The firm serves a broad client base through a high client-per-advisor ratio enabled by its digital platform and team servicing model.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Matthew W

Series 63, Series 65

Scottsdale, AZ

Vanguard Advisers

Matthew Wagner is a financial advisor at Vanguard Advisers with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Vanguard entities since 2008, including a decade at Vanguard Advisers. Vanguard Advisers delivers 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 utilizes a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering tax-aware features and a range of customization options.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Lee S

Series 66

Scottsdale, AZ

Vanguard Advisers

Lee Sera is a financial advisor with Vanguard Advisers, holding a Series 66 designation and two years of industry experience. Prior to joining Vanguard in 2023, Lee worked at Randstad and was self-employed for over a decade. Outside of his advisory role, Lee works as a retail brand associate with Athleta in Scottsdale, AZ. Vanguard Advisers provides automated and human-supported investment advice through digital 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 using proprietary models to create personalized portfolios mostly comprised of Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Boston M

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Boston Mooney is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses. He has one year of industry experience and has worked at multiple Vanguard affiliates since 2025. Prior to joining Vanguard, his work history includes roles at Oldcastle Infrastructure, Wendy's, and various other positions. 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 set personalized asset allocations, focusing on Vanguard funds and ETFs and offering tax-aware and customizable portfolio features.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)