Vanguard Advisers

Daniel Scobie is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2017. He has also been associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2013. Based in Scottsdale, AZ, his career has been focused within the Vanguard organization. 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 employs a goal-based, algorithm-driven investment approach and manages portfolios primarily using Vanguard funds and ETFs, offering various customization options and tax-aware strategies.

Walter Tuttle is a Series 66 credentialed advisor with 15 years of industry experience, all with The Vanguard Group, Inc. He is based in Malvern, PA. Outside of his primary role, he serves as a fiduciary agent managing investment accounts for immediate family members. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary models to set personalized asset allocations, primarily investing in Vanguard funds and ETFs, and offers a range of customization options.

Dylan Moore is a financial advisor at Vanguard Advisers with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Fidelity Investments and has experience outside finance with the Orange County Sheriff's Department. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios constructed mostly from Vanguard funds and ETFs.

John Knolhoff is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds a Series 66 designation and has 19 years of industry experience, including 15 years with The Vanguard Group. Knolhoff serves as an agent on family members' investment accounts. 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 proprietary methodologies to construct portfolios primarily from Vanguard funds and ETFs, supported by a large-scale digital platform and a team servicing model.

Omar Tovar is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Vanguard Advisers and has previously worked at Charles Schwab and USAA in various financial planning and investment management roles. 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 composed of Vanguard funds and ETFs. The firm’s scale and digital delivery model support a high client-to-advisor ratio, serving hundreds of thousands of client relationships.

Stephen Kollias is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and possessing 19 years of industry experience. He has worked at Vanguard Advisers since 2020 and has held roles within The Vanguard Group and Vanguard Marketing Corporation since 2017. He is a minority interest owner in a phone app business called CUEME Investment-Related. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that utilizes proprietary models to set personalized asset allocations. The firm manages a large client base through a combination of digital platforms and advisory teams, focusing primarily on retail and plan participants.

Alvaro Galvez Jr. is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with Vanguard Advisers since 2020 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2018. Prior to joining Vanguard, he spent two years at the University of Georgia and over a decade as a self-employed professional. 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 approach using proprietary models and primarily constructs portfolios from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Jesse Alonzo is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., USAA Investment Services Company, and USAA Financial Advisors, Inc. He also managed a separate business, MDK Fence & Patio LLC, for seven years. 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 to set personalized asset allocations, with portfolios made up mainly of Vanguard funds and ETFs and a range of customization options.

Daniel Copeland is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and 66 licenses and having six years of industry experience. He has been with The Vanguard Group since 2020, following earlier roles in brokerage services and various positions including work in the hospitality and entertainment sectors. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, supporting a large client base through its digital platform and extensive team of advisors.

Sabino Vargas is a CFP® with 14 years of industry experience, currently serving at Vanguard Advisers. He worked at Wonder, a division of Balderdash, Inc., from 2016 to 2018, and has been with THE Vanguard Group, Inc. since 2011. 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 composed of Vanguard funds and ETFs, managing a large client base through its digital platform and extensive advisor team.

Hyun Paik is a financial advisor with Vanguard Advisers, holding a Series 66 credential and five years of industry experience. Prior to joining Vanguard Advisers, Paik worked at Fisher Investments and Fidelity Brokerage Services. Vanguard Advisers offers both 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 composed of Vanguard funds and ETFs.

Jessica McBride is a CFP®-certified financial advisor with 20 years of experience, currently serving at Vanguard Advisers since 2005. She is based in Malvern, PA. Outside of her advisory role, she has ownership of a real estate business focusing on rental properties. 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 investment approach and manages large-scale client relationships primarily through digital delivery and a team servicing model.

Jalen Walsh is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes positions at United Trust Bank, UBS Asset Management, and roles outside finance such as at the Chicago Bears and Crossroads YMCA. Vanguard Advisers provides automated and human-supported investment advice, serving retail investors and participants in employer-sponsored retirement plans through digital platforms and personalized portfolio management. The firm employs a goal-based, algorithm-driven investment approach largely using Vanguard funds and ETFs, supported by a large team serving a broad client base.

Elaine Turner is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses with six years of industry experience. She has worked at various Vanguard entities since 2020 and has also been self-employed in a childcare role since 2021. 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 utilizing proprietary models to create personalized asset allocations, primarily using Vanguard funds and ETFs.

Jessica Wilson is a financial advisor at Vanguard Advisers with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple Vanguard entities since 2018. Her experience also includes roles at the International Business Institute, Clark Associates, and Messiah College. 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, focusing on personalized asset allocations using Vanguard funds and ETFs, supported by a large advisory team and digital delivery platform.