Anna Keisler is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Vanguard Advisers. Her prior roles include positions at The Home Depot, Orion Advisor Technology, SG Financial Advisors, and Wells Financial Management. She holds Series 63 and Series 65 licenses and is based in Charlotte, NC. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach. The firm manages portfolios primarily composed of Vanguard funds and ETFs, offering customization features such as tax-aware strategies and ESG options.

Daniel Chang is a CFP®-certified financial advisor with 16 years of industry experience. He has been with Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. since 2016, working in the Charlotte, NC area. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with personalized asset allocations mainly constructed from Vanguard funds and ETFs.

Ryan Murphy is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior roles include positions at Janney Montgomery Scott and multiple functions within Vanguard entities. Outside of finance, he has worked in food service and retail environments early in his career. Vanguard Advisers offers automated and human-supported investment advice 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 a digital platform supported by over 2,200 advisors.

Brett Meade is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Fidelity Investments. He has also been involved in various non-financial ventures, including employment with Serious Business Painting, LLC, and work connected to Wild Labs. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through both automated and human-supported investment advice. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering tax-aware features and customization options.

Connor King is a financial advisor at Vanguard Advisers with one year of industry experience. He holds a Series 66 designation and has worked with The Vanguard Group, Inc. since 2026. Outside of his advisory role, King is also affiliated with Renaissance Financial, where he acts as a financial advisor. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach with portfolios constructed largely from Vanguard funds and ETFs.

Jennifer Carter is a financial advisor at Vanguard Advisers with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including E*Trade Securities, Fidelity Brokerage Services, Fisher Investments, and USAA Financial Planning Services. Carter is currently employed by The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. 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 methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Steve Masciangelo is a financial advisor at Vanguard Advisers with 16 years of industry experience. He holds the Series 66 designation and has previously worked at TIAA-CREF before joining Vanguard in 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 using proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Amanda Colon is a Financial Advisor at Merrill Lynch Wealth Management, where she has served for nearly five years. She specializes in guiding women executives, business owners, and families through retirement planning, business transitions, and various life changes. Amanda provides tailored financial strategies focused on areas such as college education planning, family wealth management, legacy planning, and philanthropic planning, among others. Amanda holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her Bachelor's Degree from the University of North Texas. Fluent in English and Spanish, Amanda combines her diverse cultural background and extensive experience across multiple industries to support clients in financial clarity and life fulfillment. Outside of her professional role, Amanda enjoys performing music as a singer-songwriter, traveling, and spending time with her family. She lives in North Texas with her husband, daughter, and two dogs.

Matt Clarkson is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior work includes positions at James Clarkson Insurance Agency and various roles within Vanguard-affiliated entities since 2007. He is based in Scottsdale, AZ. 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 and manages client relationships at scale through a combination of digital platforms and a broad advisor network.

Steven Yarborough is a CFP® professional with 25 years of experience in the financial industry, currently serving at Vanguard Advisers since 2013. He also holds Series 63 and Series 65 licenses and has been involved with Vanguard Marketing Corporation and The Vanguard Group since 2011. Outside of his advisory role, Yarborough serves as a hockey referee for USA Hockey. Vanguard Advisers provides automated and human-supported investment advice through Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary methodologies and focuses on scalable digital delivery supported by a large advisory team.

Jina Leonardi is a financial advisor at Vanguard Advisers with three years of industry experience. She holds a Series 66 designation and has worked at multiple Vanguard affiliates since 2022. Vanguard Advisers offers 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 with portfolios constructed mainly from Vanguard funds and ETFs, emphasizing scale and digital delivery through its extensive advisory team.

Chad Kilhefner is a CFP® with 24 years of industry experience, currently serving at Vanguard Advisers. He has been with The Vanguard Group since 2002. Outside of his advisory role, he is a volunteer board member for the Personal Financial Planning Advisory Board at Kutztown University and works as a fitness and self-defense blog host. Vanguard Advisers offers 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 proprietary methodologies to personalize asset allocations, primarily utilizing Vanguard funds and ETFs.

James Murphy is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance, AXA Advisors, and Northwestern Mutual. Outside of his advisory work, he is involved in Airbnb hosting as a landlord in Hilton Head, SC. Vanguard Advisers provides automated and human-supported investment advice focused on retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach featuring personalized asset allocations and portfolios constructed mainly from Vanguard funds and ETFs.

Athena Mccarthy is a CFP® with 19 years of experience in the financial industry, currently serving as an advisor at Vanguard Advisers since 2007. She holds a Series 63 license and is based in Malvern, PA. 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 that incorporates proprietary models and largely uses Vanguard funds and ETFs. The firm manages a large-scale digital platform with over 2,400 advisors and serves a diverse client base focused on retirement and savings goals.

Kristin Witmer is a CFP®, ChFC®, and Series 63-licensed financial advisor with 23 years of industry experience. She has been with The Vanguard Group since 2011 and is based in Malvern, PA. 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 using proprietary models to construct portfolios mainly from Vanguard funds and ETFs, featuring customization options such as tax-aware strategies and ESG exposure.

Theodore Liadis is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Vanguard Group and its affiliated entities since 2021. Outside of his advisory role, he is also engaged as a delivery driver for Lehigh Pizza. 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 with portfolios constructed mainly from 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 automated platforms and advisory teams.

Elaine Muandumba is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 registrations and six years of industry experience. Her prior work includes roles at PIMCO Investments, Wells Fargo Clearing Services, Charles Schwab, and The Vanguard Group. She also spent two years with the Angola Ministry of Youth & Sports. Vanguard Advisers delivers automated and human-supported investment advice through its digital and personal advisor services, primarily 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 a range of portfolios constructed mainly from Vanguard funds and ETFs.

John Eyen is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Berthel Fisher & Company Financial Services and the U.S. Postal Service. Outside of advising, he owns and operates an e-commerce business, Eyen Exchange LLC. 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 approach using proprietary models to tailor asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base with over 2,200 advisors.

Joseph Tortorici is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at The Vanguard Group since 2018. Prior to that, he was employed in real estate at Weichert Realtors and Goodchild Homes from 2012 to 2017. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm utilizes a goal-based, algorithm-driven approach and offers customizable portfolios primarily composed of Vanguard funds and ETFs.

April Duhigg is a CFP® with 27 years of industry experience, currently serving at Vanguard Advisers. She has been with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2011 and is the owner of River & Ridge Holdings LLC. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach that utilizes proprietary models to set personalized asset allocations and manages a large scale of client relationships through digital delivery and advisory teams.