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 with Vanguard Advisers in Plano, TX, holding Series 63 and Series 65 credentials. He has experience at Fidelity Investments and other financial and non-financial organizations dating back to 2016. 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 to set personalized asset allocations, primarily employing Vanguard funds and ETFs, and manages a large client base through its digital platform and team servicing model.

John Knolhoff is a Series 66-credentialed financial advisor with Vanguard Advisers, based in Charlotte, NC, and has 18 years of industry experience. He has been with The Vanguard Group since 2011. Outside of his professional role, he acts 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, 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.

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.

Rei Lemashov is a financial advisor at Vanguard Advisers with seven years of industry experience. He previously worked at Janney Montgomery Scott and Wells Fargo, and has been self-employed since 2024. He also serves as a notary, a role he began in 2024. 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 to portfolio construction, relying heavily on Vanguard funds and ETFs, and manages a large client base through its digital platform and extensive team of advisors.

Stephen Kollias is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Hartford Investment Financial Services and Hartford Life Distributors. He is a minority interest owner in CUEME, a phone app venture based in Marlton, NJ. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, supported by tax-aware features and customization options.

Zachary Mcconville is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Transamerica, and Fidelity Investments. 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 to set personalized asset allocations, constructing portfolios mainly from Vanguard funds and ETFs with various tax-aware and customization features.

Alvaro Galvez Jr. is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and with seven years of industry experience. He has been with The Vanguard Group since 2018 and previously worked at the University of Georgia and Georgia State University. 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. The firm manages a large client base with a combination of proprietary digital platforms and advisor teams, primarily utilizing Vanguard funds and ETFs in constructing portfolios.

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 at Vanguard Advisers in Plano, TX, holding a Series 66 designation with one year of experience. His prior work experience includes roles at United Trust Bank, UBS Asset Management, and the University of Illinois at Springfield. 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 and manages portfolios largely composed of Vanguard funds and ETFs.

Elaine Turner is a financial advisor with Vanguard Advisers based in Charlotte, NC. She holds Series 63 and Series 66 credentials and has five years of industry experience. Elaine's prior work includes roles at Capture Public Relations and Marketing and GNEISS Coin, and she has experience in childcare as a nanny. 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 primarily constructed from Vanguard funds and ETFs, offering customized options including ESG and tax-aware features.