Shannon Kim is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Vanguard Advisers, Kim worked with American Income Life Insurance and StateFarm Insurance. Outside of finance, Kim has been involved in the hospitality industry through ownership of Sizzle Korean Barbecue. 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 methodologies and largely Vanguard funds and ETFs to create personalized portfolios.

John Thompson is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 credentials and has been with Vanguard and its affiliated entities since 2023. 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 to portfolio construction, utilizing Vanguard funds and ETFs with various customization options and a focus on tax efficiency.

Tyler Forsythe is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior experience includes roles at Wise Planning, Inc., UnionBanc Investment Services, JPMorgan Securities LLC, and Charles Schwab. He is based in Scottsdale, AZ. 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 to create personalized asset allocations primarily with Vanguard funds and ETFs, offering a scalable digital delivery model combined with team servicing.

John Wagner is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and 14 years of industry experience. He has worked at Vanguard and its affiliated entities since 2020 and was previously employed by TIAA from 2016 to 2020. 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 portfolios primarily composed of Vanguard funds and ETFs, delivering services through a large-scale digital platform supported by more than 2,200 advisors.

Taneya Williams is a financial advisor at Vanguard Advisers with Series 66 credentials and one year of industry experience. Prior to joining Vanguard, she held roles at Amazon and several academic institutions including St. Lawrence University and Hartwick College. Vanguard Advisers serves retail investors and eligible retirement plan participants, offering automated and human-supported investment advice through digital and personal advisor services. The firm applies a goal-based, algorithm-driven investment approach using proprietary models, primarily constructing portfolios from Vanguard funds and ETFs with various tax-aware and customization features.

Loren Neumeister is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at The Vanguard Group since 2017, following a one-year tenure at T. Rowe Price. Vanguard Advisers offers a combination of 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 portfolios primarily composed of Vanguard funds and ETFs.

Anthony Tivnan Jr. is a financial advisor at Vanguard Advisers with a Series 66 designation and three years of industry experience. He has been with Vanguard Advisers since 2025 and also works with Vanguard Marketing Corporation and The Vanguard Group, Inc. His prior experience includes roles at Magellan Jets and The University of Arizona. Vanguard Advisers offers 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 constructed mainly from Vanguard funds and ETFs.

Kevin Kolb is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 1999 and joined Vanguard Advisers in 2021. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models and predominantly Vanguard funds and ETFs to create personalized portfolios with various customization options.

Penelope Abad is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with The Vanguard Group since 2008. 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, using proprietary methodologies and Vanguard funds to construct personalized portfolios with various customization options.

Tinika Mills is a Series 66 licensed financial advisor with Vanguard Advisers in Scottsdale, AZ, having five years of industry experience. Her background includes roles at The Vanguard Group and Vanguard Marketing Corporation since 2018, as well as prior employment at Amazon and the Phoenix Union High School District. 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 largely invests portfolios in Vanguard funds and ETFs, combining scale with digital delivery through a high client-to-advisor ratio.

Hector Nava Castanon 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 firms including Lincoln Financial Advisors, MissionSquare Investment Services, and CUNA Mutual 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 approach with portfolios primarily constructed from Vanguard funds and ETFs, offering a variety of customization options and serving a large number of clients through a combination of digital platforms and advisor support.

Mark Breiling is a CFP® with 16 years of experience, currently serving as a financial advisor at Vanguard Advisers since 2019. He is also the owner of Mark Breiling Photography, LLC, a non-investment business venture. Vanguard Advisers provides 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 with portfolios constructed mostly from Vanguard funds and ETFs, supported by a large advisor team and scalable digital platform.

Keegan Mc Carville is a financial advisor at Vanguard Advisers with four years of industry experience. He holds a Series 66 designation and is based in Scottsdale, AZ. Outside of his advisory role, he owns and operates The Christmas Light Guy LLC, a Christmas light installation business. 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 portfolios constructed mainly from Vanguard funds and ETFs, along with various tax-aware and customization features.

Brittany Frost is a financial advisor at Vanguard Advisers with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with The Vanguard Group since 2015. 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 approach using proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs.

Jordan Smith is a CFP® with 12 years of industry experience currently serving at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 2014 and was self-employed from 2018 to 2021. Vanguard Advisers provides both 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 investment approach, constructing portfolios primarily from Vanguard funds and ETFs with various tax-aware features and customization options.

Evan Adams is a financial advisor at Vanguard Advisers with 20 years of industry experience. He holds Series 63 and Series 66 credentials. Adams has worked at multiple firms, including an 18-year tenure at 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 employs a goal-based, algorithm-driven investment approach using proprietary methodologies to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Nico La Barbera is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at The Vanguard Group, Inc. since 2018 and is the owner of LaVerve, LLC, a small business specializing in baking and selling Italian cookies, reselling items on Poshmark, and creating TikTok content about word etymology. 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 constructed largely from Vanguard funds and ETFs. The firm manages a large number of client relationships through a combined digital platform and advisor team model.

Christopher Bennett is a CFP® professional with 24 years of experience in the financial services industry. He has worked at The Vanguard Group since 2017 and previously held roles at Vigilare Wealth Management LLC and Schwab Wealth Advisory. Bennett is based in Scottsdale, AZ and holds Series 63 and Series 66 licenses. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model, offering a range of customization options and tax-aware strategies.

Stefanos Spassof is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles at Vanguard entities since 2025. Prior to joining Vanguard, he held academic positions at Saint Michael's College and Salve Regina University. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm combines goal-based, algorithm-driven portfolio management with extensive digital delivery and a high client-to-advisor ratio.

Pooneh Warinner is a CFP® with 29 years of industry experience, currently serving at Vanguard Advisers. Her prior work includes roles at Charles Schwab, Edward Jones, J.P. Morgan Securities, and The Vanguard Group. She also serves as a FINRA arbitrator, helping to maintain an impartial dispute resolution system within the securities industry. 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 to create personalized, largely Vanguard-based portfolios with various customization and tax-aware features.