Adam Porter is a financial advisor with Vanguard Advisers, holding Series 63, 65, and 66 licenses and 15 years of industry experience. He is also the owner of Bike Lane Co., an online retailer specializing in cycling and kids products. 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 primarily constructed from Vanguard funds and ETFs.

Barton Burtcheard is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Vanguard Advisers since 2021. Prior to this, he was self-employed and worked with CSB Consulting LLC dba Agency Advisor. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving 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, offering a range of customization options and serving a large client base through a combination of digital platforms and advisor teams.

Christopher Gallop is a financial advisor at Vanguard Advisers with five years of industry experience and holds the Series 66 designation. His prior work includes roles at H&R Block and Founding Farmers. Vanguard Advisers provides automated and human-supported investment advice through services such as Vanguard Digital Advisor and Vanguard Personal Advisor, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and manages a large client base with a combination of digital platforms and advisor support.

Antranik Tomassian is a CFP®-certified financial advisor with Vanguard Advisers, based in Scottsdale, AZ, and has 24 years of industry experience. He has been with The Vanguard Group, Inc. since 2011. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach, constructing portfolios primarily from Vanguard funds and ETFs with various tax-aware and customization features.

James Seratt is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and six years of industry experience. Before joining Vanguard in 2019, he worked at Edward Jones for two years. In addition to his advisory role, he assists with administrative tasks at Serco Contracting Incorporated, a construction business, and at Covenant International Church. 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, supported by a large advisor team serving hundreds of thousands of clients.

Dahr Dietrich is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Vanguard in various capacities since 2008, including his current role at Vanguard Advisers since 2017. 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 proprietary models and a wide range of Vanguard funds and ETFs.

Thomas Dohogne is a Series 66 credentialed financial advisor at Vanguard Advisers with six years of industry experience. He has worked at The Vanguard Group, Inc. since 2021 and previously held positions at AXA/Equitable Advisors, Velocity Retail Group, Grand Canyon University, Culinary Dropout, and Creighton University. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, offering personalized, goal-based portfolios constructed primarily from Vanguard funds and ETFs. The firm combines proprietary algorithm-driven methodologies with a high client-to-advisor ratio enabled by its digital platform and team servicing model.

William Asher is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2022, following two years at Wiegand Financial Group. Vanguard Advisers provides 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 utilizes a goal-based, algorithm-driven approach with proprietary models to create personalized portfolios composed mostly of Vanguard funds and ETFs.

Seth Gonzalez is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Vanguard Advisers, he worked at Auto-Owners Insurance Company and has a background that includes roles outside finance such as positions at Raising Cane's Chicken Fingers and Shake Shack. 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, offering a digital delivery model supported by a large team of advisors.

Scott Mc Quistan is a financial advisor at Vanguard Advisers with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities, Bank of America, Merrill Lynch, and Morgan Stanley. Outside of his advisory role, he is a general partner in a family partnership that provides loans for real estate transactions. 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 featuring personalized asset allocations and primarily invests in Vanguard funds and ETFs through a large-scale digital platform.

Tanner Thorsrud is a CFP® with eight years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2017. Prior to this, he was involved with the University of Arizona Football program from 2014 to 2017. Vanguard Advisers offers 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 utilizes a goal-based, algorithm-driven investment approach and manages a large scale of client relationships with over 2,200 advisors.

Justin Lang is a financial advisor with Vanguard Advisers, holding a Series 66 designation and based in Scottsdale, AZ. He has experience in mortgage lending and financial services, having previously worked at Rocket Mortgage, HouseKeys, Veritas Funding, Interfirst, Supreme Lending, and Crest Mortgage. Lang joined Vanguard Advisers in 2026. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach, constructing portfolios primarily from Vanguard funds and ETFs with tax-aware features and customization options.

Tristan Starkweather 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 firms including Thrivent Financial and The Vanguard Group, Inc. Outside of advisory work, he maintains an Arizona insurance producer license. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, using a goal-based, algorithm-driven approach to personalize asset allocations. The firm combines digital delivery with a large advisor team and manages portfolios primarily through Vanguard funds and ETFs with tax-aware features.

Jonathon Scott is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 2013. Vanguard Advisers offers 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 to construct portfolios primarily from Vanguard funds and ETFs, with a focus on personalized asset allocation and tax-aware strategies.

Corey O'boyle is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has worked with The Vanguard Group, Inc. since 2013. Vanguard Advisers delivers 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 methodologies and primarily constructs portfolios from Vanguard funds and ETFs.

Philip Wong is a financial advisor at Vanguard Advisers with 15 years of industry experience. He has been with The Vanguard Group, Inc. since 2011 and holds Series 63 and Series 66 designations. 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 investment approach and manages a large client base through a combination of digital platforms and advisor support.

Robert Foster is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Scottsdale, AZ. He has been with The Vanguard Group since 1996. Vanguard Advisers provides investment advice through both automated and human-supported services, catering primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to construct portfolios mainly from Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through its digital platform.

Ammy Morales is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. Prior to joining Vanguard, Morales held positions at Elevation Tax Group, Randstad, America First Federal Credit Union, and worked in educational roles at Utah State University and local schools. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s goal-based, algorithm-driven approach utilizes proprietary models to tailor personalized asset allocations, primarily using Vanguard funds and ETFs, supported by a scalable digital platform and a large team of advisors.

Keegan Koch is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. 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 with portfolios mainly constructed from Vanguard funds and ETFs, offering customization options and tax-aware features.

Viridiana Hernandez is an advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. She has worked at Vanguard and its related entities since 2016 and has been self-employed since 2023. Outside of her advisory role, she also works as a delivery driver contracted with Lyft. 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 construct portfolios largely from Vanguard funds and ETFs, offering a broad range of customization options and managing a high volume of client relationships through a digital delivery platform.