Tina Ornelas is a financial advisor at Vanguard Advisers with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Vanguard-affiliated firms since 2012. Outside of advisory work, she has been involved with Happy Camper Rentals AZ, LLC since 2025. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing automated and human-supported investment advice through digital and personal advisory services. The firm employs a goal-based, algorithm-driven approach to asset allocation, primarily utilizing Vanguard funds and ETFs, and manages a large client base across more than 2,200 advisors.

Brandon Booker is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Vanguard Advisers in Scottsdale, AZ, where he has worked since 2019, including prior roles at Charles Schwab and Securities America. 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 methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Brice Davis is a CFP® professional with nine years of industry experience, currently serving at Vanguard Advisers. His career includes positions at Vanguard Marketing Corporation and The Vanguard Group, Inc., where he has worked since 2017. Davis's background also includes roles at Brigham Young University and AV Productions. 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 investment approach, using proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Patrick Howley is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Vanguard Advisers since 2024 and also works with Vanguard Marketing Corporation and The Vanguard Group, Inc. Since 2001, he has owned The Howley Group, LLC, providing consulting services to non-profits on marketing and market research projects as well as automated traffic enforcement. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach to personalized asset allocation, primarily employing Vanguard funds and ETFs, and supports a large client base through a high client-per-advisor ratio enabled by its automated platform.

Matthew Glover is a financial advisor with Vanguard Advisers, holding a Series 66 designation and one year of industry experience. His prior work experience includes roles at Wells Fargo and Charles Schwab. 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 and constructs portfolios mainly from Vanguard funds and ETFs, offering various customization options.

Sara Mullen is a financial advisor at Vanguard Advisers with nine years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Grand Canyon University, MSA Engineering, and The Vanguard Group, Inc. 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, constructing portfolios primarily from Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor teams.

Valerie Borin is a financial advisor at Vanguard Advisers with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously with Cardinal Financial Company, American Financial Network, and Preferred Financial Group. Outside of financial advising, she is an independent real estate broker contracted with Berkshire Hathaway, operating on a referral basis. 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 create personalized portfolios primarily composed of Vanguard funds and ETFs.

Stephanie Kung is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. She has been with The Vanguard Group, Inc. since 2013 and has been self-employed in arts and crafts since 2021. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans, offering goal-based, algorithm-driven asset allocation primarily through Vanguard funds and ETFs. The firm is notable for its scale, managing hundreds of thousands of client relationships through a combination of automated platforms and a large advisor team.

Christopher Watkins is a financial advisor at Vanguard Advisers with one year of industry experience. He holds the Series 66 designation and is based in Scottsdale, AZ. Outside of his advisory role, he is involved in film production as the owner of Clutch Entertainment, LLC and Catapult Entertainment Group, LLC, and also works as a server at Paul Martin's American Grill. 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 primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team servicing model.

Joseph Zangri is a financial advisor at Vanguard Advisers with a Series 66 designation and three years of industry experience. His prior work includes roles at The Vanguard Group, Vanguard Marketing Corporation, and Potbelly Corporation. 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 uses a goal-based, algorithm-driven investment approach and manages portfolios constructed largely from Vanguard funds and ETFs.

Jacob Baranowski is a financial advisor with Vanguard Advisers holding a Series 66 designation. He has been with Vanguard and its affiliates since 2026. Prior to joining Vanguard, he worked in positions outside the financial advisory industry, including at NucleusTeq Inc. and Total Quality Logistics. 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 set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Dean Sprague is a financial advisor at Vanguard Advisers with 14 years of industry experience. He has been with The Vanguard Group since 2011 and holds the Series 63 and Series 65 designations. 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 methodologies to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Adam Tolbert is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. He has worked with Vanguard Marketing Corporation, The Vanguard Group, and Principal Securities Inc. Additionally, he operates an e-commerce business. 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 investment approach with portfolios constructed mainly from Vanguard funds and ETFs.

Brent Langley is a CFP® with 14 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2011. He previously worked at All Things Cheer from 2008 to 2017. In addition to his advisory role, Langley carries a mortgage loan as a lender 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 uses a goal-based, algorithm-driven investment approach with portfolios mainly composed of Vanguard funds and ETFs, and manages a large client base through its scale and digital delivery.

John Oconnor is a financial advisor at Vanguard Advisers with 26 years of industry experience. He holds the Series 66 designation and has previously worked at USAA Financial Planning Services and Ameriprise. He has been with The Vanguard Group since 2014. Vanguard Advisers provides both 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 and primarily utilizes Vanguard funds and ETFs in its portfolios.

Kelly Malone is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. She holds a Series 66 designation and has one year of industry experience. Prior to joining Vanguard, she worked at Legends West Bank, Flatirons Bank, and the Federal Home Loan Bank of Topeka. Malone is a minority interest owner in several investment-related businesses including property development, strategic capital placement, oil and gas, and real estate. 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, leveraging proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Ryan Nielsen is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with The Vanguard Group, Inc. since 2016. Outside of his advisory work, he runs the Ryan Nielsen Triathlon Blog, where he writes about triathlon topics. 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 investment approach with portfolios constructed mostly from Vanguard funds and ETFs, supported by a large team managing hundreds of thousands of client relationships.

Kevin Jonson is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard Advisers since 2019. Prior to this, he worked at Chocolate Enrapture from 2013 to 2017. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily invests in Vanguard funds and ETFs with various customization options.

Michael Bristoll is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has worked at The Vanguard Group, Inc. since 2014. 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 uses a goal-based, algorithm-driven approach with proprietary methodologies and offers portfolios predominantly composed of Vanguard funds and ETFs.

Joseph Mcmanus is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Bank of the West and Bank of America, as well as ongoing service in the Arizona Army National Guard. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models and largely Vanguard funds and ETFs, with a focus on scalable digital delivery and tax-aware portfolio features.