Brian Concannon is a CFA® charterholder and Series 63 licensed advisor with 10 years of industry experience. He has worked at The Vanguard Group since 2017 and previously held a position at London Business School. He also serves as a limited agent for an immediate family member in an investment-related capacity. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations constructed largely from Vanguard funds and ETFs, supported by its digital delivery platform and team servicing model.

Adib Rezaei Dashti is a financial advisor at Vanguard Advisers with a Series 66 designation and two years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. before joining Vanguard. He also has experience working at Rio Salado Community College, Frito-Lay, and Wal-Mart. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs with various tax-aware and customization features.

Kurt Johnson is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Vanguard Group since 2015. 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 that employs proprietary models to create personalized asset allocations, largely using Vanguard funds and ETFs.

Keith Patrignani is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 66 designations and 18 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 participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages large-scale client relationships through its digital platform combined with advisory services.

Emily Axtell is a financial advisor at Vanguard Advisers with four years of industry experience. She holds Series 63 and Series 66 licenses and has been with Vanguard and its affiliates since 2022. Prior to her financial services career, she worked at the YMCA and Harris Teeter, and she studied at the University of North Carolina at Chapel Hill. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm uses a goal-based, algorithm-driven approach to create personalized portfolios primarily composed of Vanguard funds and ETFs, combining digital delivery with a large advisory team to serve a broad client base.

Jacob Dietz is a financial advisor with Vanguard Advisers holding Series 63 and Series 66 designations and one year of industry experience. He previously worked at Charles Schwab & Co., Inc. and has experience in other roles including at Proper a.i. and Criterion 3. His background also includes multiple positions during his time at the University of Wyoming. Vanguard Advisers delivers 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, employing proprietary models and primarily Vanguard funds and ETFs, with a focus on scalability through a digital platform and extensive advisor team.

Paul Riley is a financial advisor at Vanguard Advisers with one year of industry experience. He holds a Series 66 designation and has worked at several entities affiliated with Vanguard since 2026. Outside of his advisory role, he has been involved with various businesses and organizations including PMR Ventures LLC and Hillsong Church. 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 models and primarily constructs portfolios from Vanguard funds and ETFs, offering a range of customization options.

Tommy Moore Jr. is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Vanguard Advisers since 2019 and is also the owner of LifeWideAwake LLC, an outside business based in Huntersville, NC. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a proprietary, goal-based investment approach with portfolios constructed largely from Vanguard funds and ETFs, delivering services at scale through a digital platform combined with a team servicing model.

Matthew Cascio 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 The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2013. Based in Charlotte, NC, Cascio holds a Series 63 license. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, catering primarily to retail investors and eligible retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary methodologies and largely constructing portfolios from Vanguard funds and ETFs, with various customization options and tax-aware features.

Amanda Miller is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her career includes roles at The Vanguard Group, Twenty20.com, and self-employment ventures. Outside of advising, she operates a retail business selling photo cards on Etsy and manages a Poshmark resale business. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm emphasizes a goal-based, algorithm-driven investment approach with portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through digital platforms and a team advisory model.

Todd Guilfoyle is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at TIAA and The Vanguard Group, Inc. Outside of his advisory work, he is contracted with a food delivery service in a non-investment capacity. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through a combination of automated and human-supported investment advice. The firm utilizes a goal-based, algorithm-driven approach with personalized asset allocations primarily constructed from Vanguard funds and ETFs.

Brannon Henry is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and four years of industry experience. He previously worked at Fidelity Brokerage Services LLC for four years and has been the owner of B. Henry Signature Homes, a home-building business, since 2017. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios constructed largely from Vanguard funds and ETFs.

Sean Bordier is a financial advisor with Vanguard Advisers in Malvern, PA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Trumark Credit Union, LPL Financial, and Prudential Insurance. Outside of his advisory work, he is involved in Twitch streaming as an online content creator. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios built mainly from Vanguard funds and ETFs, combining digital delivery and advisor support at scale.

Alan Stutman is a CFP® with 21 years of experience in the financial industry, currently serving at Vanguard Advisers since 2005. He holds a Series 63 designation and is based in Malvern, PA. Vanguard Advisers delivers 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 featuring proprietary methodologies and portfolios largely composed of Vanguard funds and ETFs.

Jenamarie Fox is a financial advisor at Vanguard Advisers with 19 years of industry experience. She holds a Series 66 designation and has been with Vanguard Advisers and related entities since 2015. She also serves as a fiduciary agent for an immediate family member’s investments. 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 that emphasizes personalized asset allocation across various savings goals and manages portfolios primarily with Vanguard funds and ETFs.

James Palmer is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. His prior experience includes roles at TMD Wealth Management, Runey and Associates Wealth Management, and USAA. He is a board member of the Texas Tech Personal Financial Planning Alumni Advisory Board, where he mentors students and supports the program. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. Its investment approach is goal-based and algorithm-driven, utilizing proprietary models and largely Vanguard funds to create personalized portfolio solutions at scale.

Jack Dunston is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, Inc., Merriken Financial Group, and Haefele Flanagan Certified Public Accountants and Advisors. Before his financial career, he worked in education and the food service industry. 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 proprietary methodologies and portfolios primarily composed of Vanguard funds and ETFs.

Sarah Goller is a CFA® charterholder and holds a Series 63 license, with 20 years of industry experience, all at The Vanguard Group since 2006. She is based in Malvern, PA and is affiliated with Vanguard Advisers. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans by providing automated and human-supported investment advice through digital and personal advisor services. The firm uses a goal-based, algorithm-driven approach with proprietary models to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Joseph Diverniero is a financial advisor at Vanguard Advisers in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, and several positions in media and data companies. 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 and manages a large client base through a digital platform supported by over 2,200 advisors.

Fiona Coupe is a financial advisor with Vanguard Advisers, holding a Series 66 designation and eight years of industry experience. She has worked with Vanguard Advisers, The Vanguard Group, Inc., and Vanguard Marketing Corporation since 2018. Prior to that, she was associated with The University of Alabama and Johan Inc. Her background includes roles in higher education and community services. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard 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 a broad client base with a combination of Vanguard funds and ETFs.