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Connor F

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Connor Foley is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 designations and 10 years of industry experience. His career includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., both since 2016, as well as a brief period of self-employment. 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 to portfolio construction, utilizing proprietary models and largely 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)
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Cole H

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Cole Holocher is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and four years of industry experience. He has been with Vanguard Advisers since 2025 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. His prior work experience includes roles at UPS, Sunglass Hut, and Panera Bread. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach to asset allocation, primarily constructing portfolios from Vanguard funds and ETFs, and manages a large client base with a digital delivery platform complemented 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)
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Brian H

Series 66

Scottsdale, AZ

Vanguard Advisers

Brian Horvath is a financial advisor with Vanguard Advisers, holding a Series 66 credential and 18 years of industry experience. He has worked at several firms including Wells Fargo Advisors and Mr. Cooper before joining Vanguard in various capacities since 2022. Outside of his advising role, he is a landlord and property owner. 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 investment approach centered on 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)
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Derek S

Series 66

Scottsdale, AZ

Vanguard Advisers

Derek Seibert is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC and Edward Jones. 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 featuring proprietary methodologies and primarily invests in Vanguard funds and ETFs, managing a large client base through a combined digital platform and advisory team 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)
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Nicholas C

Series 66

Scottsdale, AZ

Vanguard Advisers

Nicholas Castillo is a financial advisor with Vanguard Advisers, holding a Series 66 designation and five years of industry experience. He previously worked at Merrill and Bank of America, N.A. His outside activity includes operating Lost Forest Woodworking, LLC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach primarily invested in 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)
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Aryanna S

Series 66

Scottsdale, AZ

Vanguard Advisers

Aryanna Stark is a Series 66-registered financial advisor with Vanguard Advisers in Scottsdale, AZ. She has been with Vanguard and its related entities since 2026 and previously worked at Priority Financial Group. Outside of her advisory role, she has experience in the hospitality industry, working with several restaurant and service businesses. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily Vanguard funds and ETFs, serving a large client base through its combination of digital platforms and advisory 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)
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Lucas P

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Lucas Pataky is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes four years at Charles Schwab & Co., Inc. and roles at Sprouts Farmer's Market, Arizona State University, and Albertsons Companies, Inc. Vanguard Advisers provides automated and human-supported investment advice through 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 constructed from Vanguard funds and ETFs, offering a range of customization options including tax-aware features and ESG exposure.

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)
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Kendra W

Series 66

Scottsdale, AZ

Vanguard Advisers

Kendra White is a financial advisor at Vanguard Advisers with 17 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 19 years. Outside of her advisory role, she is involved with NWKS LLC, where she manages real estate properties. 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 investment approach using proprietary methodologies, constructing portfolios mainly from Vanguard funds and ETFs with various 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)
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Trevor M

Series 66

Scottsdale, AZ

Vanguard Advisers

Trevor Meads is a financial advisor with Vanguard Advisers holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and Fidelity Brokerage Services. He has also been affiliated with Utah Valley University during his career. Vanguard Advisers provides automated and human-supported investment advice for retail investors and employer-sponsored retirement plan participants, using a goal-based, algorithm-driven approach that incorporates proprietary models and predominantly Vanguard funds and ETFs. The firm 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)
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Blake S

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Blake Shill is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses and has been with Vanguard-affiliated firms since 2022. Outside of his advisory role, he is the owner of a pool cleaning and maintenance business, Limitless Pool Solutions. 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 approach using proprietary models to tailor asset allocations, 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)
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David T

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

David Thurston is a financial advisor at Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Vanguard in 2026, he worked at Charles Schwab for two years and has experience with companies including Amazon and Yelp. He is also involved with Schwoggle Creative, LLC, a business he has been associated with since 2013. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach and manages a large volume of client relationships through a digital platform combined with advisory 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)
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Philip M

Series 66

Scottsdale, AZ

Vanguard Advisers

Philip Meyer is a financial advisor with Vanguard Advisers, holding a Series 66 designation and one year of industry experience. His prior work includes roles at MinDak Gold & Silver, LLC and Corwin Honda. He is currently employed by The Vanguard Group, Inc. 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 mainly from Vanguard funds and ETFs, supported by a large team of over 2,200 advisors and a digital delivery platform.

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)
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John M

CFP®, Series 66

Scottsdale, AZ

Vanguard Advisers

John Milliron is a CFP® and Series 66–licensed financial advisor with 12 years of industry experience. He currently works with Vanguard Advisers in Scottsdale, AZ, and has held prior roles at USAA and Thrivent Investment Management. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and eligible retirement plan participants, using a goal-based, algorithm-driven approach that incorporates proprietary models and tax-aware portfolio features. The firm manages a large client base through a combination of digital platforms and an extensive advisory team.

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)
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Natalie N

Series 66

Scottsdale, AZ

Vanguard Advisers

Natalie Niedermeyer is a financial advisor with Vanguard Advisers, holding a Series 66 designation and beginning her advisory career in 2026. Her prior work experience includes roles at PNC Bank and various positions outside the financial industry, including the food service sector and education. 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 that incorporates personalized asset allocations primarily via 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)
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Kaden M

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Kaden Mckinnon is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Vanguard, he worked at Charles Schwab & Co., Inc. and held various roles across finance and related sectors. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, using a goal-based, algorithm-driven approach that incorporates Vanguard funds and ETFs. The firm manages a high volume of client relationships 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)
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Jarrett R

Series 63, Series 66

Scottsdale, NC

Vanguard Advisers

Jarrett Robinson is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at several firms, including Vanguard Group and UBS. In addition to his advisory role, he creates content as a YouTube vlogger. 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, utilizing proprietary models and primarily Vanguard funds and ETFs to construct personalized portfolios.

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)
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Kelsey A

Series 63, Series 65

Scottsdale, AZ

Vanguard Advisers

Kelsey Adler is a financial advisor at Vanguard Advisers with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Vanguard-related entities since 2013. Adler 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 uses a goal-based, algorithm-driven approach and primarily invests in Vanguard funds and ETFs, offering a range of customization options and tax-aware 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)
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Brendan S

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Brendan Salcido is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and two years of industry experience. He has worked in various roles within Vanguard entities since 2024. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily invests in Vanguard funds and ETFs, offering scalable digital delivery alongside personalized service.

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)
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