Devesh Patel is a financial advisor at Vanguard Advisers with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard and its affiliated entities since 2010. Outside of his advisory role, Patel is involved in a small rental property business through Ek Bar Q LLC. Vanguard Advisers provides automated and human-supported investment advice for retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach to portfolio management, primarily employing Vanguard funds and ETFs, and serves a large client base through a combined digital platform and advisory team model.

Matthew Wright is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Scottsdale, AZ. He has been with Vanguard since 2015, including roles at Vanguard Marketing Corporation and The Vanguard Group, and was self-employed for two years. 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 featuring proprietary glide-path methodology and portfolios primarily constructed from Vanguard funds and ETFs.

Dani Atenous Azar is a financial advisor at Vanguard Advisers with Series 63 and Series 66 designations and five years of industry experience. Prior to joining Vanguard in 2020, Azar held various roles including positions with Anita for Arizona and the City of Phoenix. Vanguard Advisers offers both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm's investment approach is algorithm-driven and goal-based, utilizing proprietary models and largely Vanguard funds and ETFs to construct personalized portfolios.

Joshua Burrichter 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 2021, he worked at LPL Financial and held various roles in education and retail. Vanguard Advisers provides 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 with portfolios constructed largely from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Alexander Clark is a financial advisor at Vanguard Advisers with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Vanguard entities since 1996. He is based in Scottsdale, AZ. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through 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.

Ian Wilson is a financial advisor with Vanguard Advisers holding a Series 66 credential and three years of industry experience. He has worked within various Vanguard entities since 2022 and has prior experience in education and the restaurant industry. 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, emphasizing personalized asset allocations and offering a range of customization options.

Christopher O'Neill is a CFP® certificant with 15 years of industry experience, currently with Vanguard Advisers in Scottsdale, AZ. He has worked at Vanguard and its related entities since 2017, following seven years at Charles Schwab. 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 and primarily Vanguard funds and ETFs, serving a large client base through its digital platform and extensive advisor team.

Randy Rudolph is a CFP® with nine years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior experience includes roles at Wells Fargo and Wichita State University. Outside of his advisory work, he owns and operates multiple e-commerce businesses based in Phoenix, AZ. Vanguard Advisers offers 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 utilizing proprietary models and primarily invests in Vanguard funds and ETFs.

Adrian Sanchez is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. He has held roles at several organizations, including Desert Financial Credit Union and Wells Fargo Bank. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, offering various customization options and serving a large client base through its digital platform and team servicing model.

Stephen Valverde is a financial advisor with Vanguard Advisers, holding a Series 66 designation and currently based in Scottsdale, AZ. He has one year of industry experience, including roles at Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation. Prior to this, he worked at U.S. Bank and The PNC Financial Services Group. 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 uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a large team of advisors managing a substantial number of client relationships.

Benjamin Klingler is a financial advisor at Vanguard Advisers with five years of industry experience. He holds the Series 66 designation and has previously worked at Schmidt Westergard & Co, PLLC and Stoker Ostler Wealth Advisors. Klingler is based in Scottsdale, AZ. Vanguard Advisers offers 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 uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, incorporating tax-aware features and customization options.

Keith Gardner is a financial advisor with Vanguard Advisers holding a Series 66 credential and one year of industry experience. His prior work includes roles at Nuvei Technologies and Tsys. Vanguard Advisers offers 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 employs a goal-based, algorithm-driven investment approach utilizing proprietary models and constructs portfolios mainly from Vanguard funds and ETFs.

Eric Lauterbach is a financial advisor at Vanguard Advisers with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Vanguard Advisers since 2021. Outside of his advisory role, he is also a musician, creating, performing, and promoting music in his spare time. Vanguard Advisers provides automated and human-supported investment advice to retail investors and qualified retirement plan participants, employing a goal-based, algorithm-driven approach that utilizes proprietary models and primarily Vanguard funds and ETFs. The firm manages a large scale of client relationships through both digital platforms and a team servicing model.

Quin Kochman is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard entities since 2017. His prior experience includes roles at Associated Students Inc. and California State University San Bernardino. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through 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.

Wednesday Carsillo is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. She has worked at Vanguard since 2014 and also serves as a member and officer of Rover Enterprises LLC, an online veterinary supplier serving vet clinics. Additionally, she has experience in tax preparation from her time at H&R Block. 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 and offers a broad range of customizable portfolios constructed mainly from Vanguard funds and ETFs.

Stephen George is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2017 and has worked at Vanguard Advisers since 2020. Vanguard Advisers provides 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 portfolios constructed primarily from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through a digital delivery model.

Cooper Johnson is a financial advisor with Vanguard Advisers, holding a Series 66 designation and based in Scottsdale, AZ. Johnson has been with Vanguard Advisers and affiliated Vanguard entities since 2026. Prior to this, Johnson held positions at several organizations including Scuttlebutt Brewing Company and Columbia Distributing. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm combines a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering various customization options and serving a large client base through its digital platform and extensive advisor team.

Theresa Ann Hanson is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at The Vanguard Group since 2008 and also serves at the Maricopa County Attorney's Office. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed from Vanguard funds and ETFs, offering various customization options and tax-aware features.

James Bacani is a Series 66-licensed advisor with Vanguard Advisers, based in Scottsdale, AZ. He has been with Vanguard Advisers since 2026 and has previous experience with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2017. 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 and primarily invests in Vanguard funds and ETFs.

Ryan Mccarty is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2018. He has been affiliated with The Vanguard Group and its related entities since 2014. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and largely constructs portfolios with Vanguard funds and ETFs.