Patrick Rosborough is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 66 and Series 63 designations and three years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, Northwestern Mutual, and self-employment. 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 personalized asset allocations primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model.

Jeffrey Skousen is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Charles Schwab, Edward Jones, USAA Investment Management Company, and USAA Financial Advisors. Outside of his advisory work, he is involved in managing a rental property. Vanguard Advisers delivers 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 and predominantly Vanguard funds and ETFs.

Kyle Hagemeier is a financial advisor with Vanguard Advisers, holding a Series 66 designation and five years of industry experience. His work history includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., First Command Financial Services, and prior service in the US Navy. He is based in Charlotte, NC. 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 employs a goal-based, algorithm-driven investment approach using proprietary models and offers portfolios constructed mainly from Vanguard funds and ETFs, with various customization options.

Angela Dahlman is a financial advisor at Vanguard Advisers with five years of industry experience. She holds a Series 66 designation and has worked at Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation since 2023. Outside the financial industry, she owns Organize Your Biz, LLC, a business organizing homes and offices. 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 and offers portfolios constructed mainly from Vanguard funds and ETFs.

Jason Wooten is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at The Vanguard Group since 2019, following prior roles at TIAA and PNC Investments. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm combines a goal-based, algorithm-driven investment approach with portfolios primarily constructed from Vanguard funds and ETFs, serving a large client base through a digital platform supported by over 2,200 advisors.

Jeremy Losinno is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 63 and Series 66 credentials and having 22 years of industry experience. He has been with Vanguard Advisers since 2022 and also operates vlogs, including "Oink Cluck Moo BBQ Vlog" and "J.Lo and S.Lo Vlog." Additionally, he serves as president and board member of Crestwood Swimming Pool. 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 using proprietary models to create personalized portfolios primarily constructed from Vanguard funds and ETFs.

Richard Kueltzo is a financial advisor at Vanguard Advisers with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Vanguard Group since 2021. Prior to this, he was employed by Northern Trust Securities and Northern Trust Bank from 2012 to 2021. Outside of his advisory role, he has worked as a contracted driver for DoorDash. 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 using proprietary methodologies and primarily invests in Vanguard funds and ETFs, serving a large client base through a blend of digital platforms and a team servicing model.

Kyle Cooney I is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at Northwestern Mutual and various positions in education and retail before joining Vanguard in 2022. He is based in Malvern, PA. 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 and offers portfolios largely comprised of Vanguard funds and ETFs, with customizable options including ESG preferences and tax-aware features.

Jesse Valencia is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. Prior to joining Vanguard in 2022, he worked at TD Bank and held positions in education at Downingtown Area School District and Daniel Boone High School. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that utilizes proprietary models to develop personalized asset allocations. The firm manages a large client base through a combination of digital delivery and advisor teams, with portfolios constructed mainly from Vanguard funds and ETFs.

Jose Maceda is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His background includes roles at J.P. Morgan Securities, Robinhood, TD Ameritrade, and Wells Fargo before joining Vanguard in 2025. Vanguard Advisers provides both 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 set personalized asset allocations, managing a large scale of client relationships through a combination of digital platforms and advisory teams.

Keval Nagda is a CFP®-certified financial advisor with seven years of industry experience, currently with Vanguard Advisers. His prior roles include positions at Cetera Wealth Services and Diamond State Financial Group. Nagda holds a Series 66 license and is based in Malvern, PA. 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 utilizing proprietary methodologies and Vanguard funds and ETFs, serving a large client base with a mix of digital and advisor-supported services.

Lora Leavenworth is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 66 and Series 63 licenses and 22 years of industry experience. Her prior roles include positions at Fisher Investments, Homer Inc. (Integrity Wealth Advisors), LPL Financial, and Tieton Capital Management. 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 mainly composed of Vanguard funds and ETFs, supported by a large team of advisors serving a high volume of client relationships.

Michael Casey is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has nine years of industry experience, all with The Vanguard Group since 2017, following a brief tenure at Randstad. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, employing a goal-based, algorithm-driven approach that utilizes proprietary models and predominantly Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing hundreds of thousands of client relationships through a combination of technology and a large team of advisors.

Mark Walford is a CFP®-certified financial advisor with 28 years of industry experience, currently serving at Vanguard Advisers. He has been with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 1997. 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 that utilizes proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Dorin Micula is a financial advisor with Vanguard Advisers based in Scottsdale, AZ, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and various self-employed engagements. He also has experience working with the International School of Ministry and Unity Hospice. Vanguard Advisers provides automated and human‑supported investment advice primarily to retail investors and eligible participants in employer‑sponsored retirement plans. The firm employs a goal‑based, algorithm‑driven investment approach using proprietary models to construct personalized portfolios largely composed of Vanguard funds and ETFs.

Justin Fogarty is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior work includes roles at Renewal by Andersen, CVS Health, and the University of South Carolina. 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 with personalized asset allocations and portfolios constructed mainly from Vanguard funds and ETFs.

Ashley Rosales is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with Vanguard Advisers in Charlotte, NC. She has been with Vanguard-related entities since 2013, including Vanguard Marketing Corporation and The Vanguard Group, Inc. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach and primarily Vanguard funds and ETFs in portfolio construction.

Serena Horsch is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2010. She holds a Series 63 designation and is based in Scottsdale, AZ. 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 composed of Vanguard funds and ETFs. The firm serves a large client base through its digital platform and team servicing model.

Joseph Murray is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 66 credentials and has five years of industry experience. His work history includes roles with multiple Vanguard entities as well as experience outside the investment industry, including at South Carolina Small Business and Chelo's Waterfront Bar and Grille. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily Vanguard funds and ETFs, supporting a large client base with a digital and team-servicing platform.

Daniel Martinez is a financial advisor at Vanguard Advisers with two years of industry experience. He holds the Series 66 designation and has worked in various roles at Vanguard-affiliated entities since 2024. His background also includes positions outside the investment industry, such as work in the floral business and higher education. 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 and offers portfolios built primarily from Vanguard funds and ETFs, supported by a large network of over 2,200 advisors.