Jarrod Crawford is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior experience includes roles at Wave Wealth Management, LLC and Ameriprise Financial Services, Inc. He is also employed by The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. Vanguard Advisers offers both 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, constructing portfolios primarily from Vanguard funds and ETFs, with various tax-aware and customization features.

Matthew Westmoreland is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Vanguard, he worked at Northwestern Mutual in various capacities from 2022 to 2025. He serves as executive director and treasurer of LoveBig, a nonprofit intermediary based in Flower Mound, TX. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach to asset allocation, managing portfolios largely composed of Vanguard funds and ETFs with various customization options.

Jonathan Mascorro is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Fidelity and various mortgage and financial services firms. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach and offers a range of portfolios primarily composed of Vanguard funds and ETFs, with tax-aware strategies and customization options.

Clayborn Mcclinton Sr. is a financial advisor with Vanguard Advisers based in Plano, TX. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Primerica Life Insurance Company. Outside of advisory work, he is involved in managing a trucking dispatch service and works as a delivery driver for grocery and household items. 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 approach using proprietary models to construct portfolios mainly from Vanguard funds and ETFs, offering customization options including tax-aware strategies and ESG choices.

Jose Castillo Rivera is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and four years of industry experience. His career includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as prior experience in various businesses and at the University of Texas at Dallas. 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 with portfolios constructed mainly from Vanguard funds and ETFs, combining scale with digital delivery through its Vanguard Digital Advisor and Personal Advisor services.

Jacob Hoeting is a CFP®-credentialed financial advisor with five years of industry experience, currently affiliated with Vanguard Advisers in Plano, TX. His prior experience includes several roles at Fidelity Investments and Fifth Third Bank. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, supported by digital delivery and a large advisory team.

Johnny Ruffin III is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at The Vanguard Group, Inc. and Vanguard Marketing Corporation, as well as experience with Ruffin Group Holdings, LLC, where he is involved with Ruffin Event Co. 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 constructed from Vanguard funds and ETFs.

Alexis Montoya is a financial advisor at Vanguard Advisers with a Series 66 designation and three years of industry experience. Prior to joining Vanguard, Alexis worked in various roles including at Valeo Financial Advisors and Target. Alexis is also the owner of Fuego Mexican Restaurant LLC in Granbury, TX. 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 approach using proprietary models to create personalized asset allocations, largely utilizing Vanguard funds and ETFs.

Lony Parker is a CFP® professional with 16 years of experience in the financial industry. He currently works at Vanguard Advisers and has prior experience at Fisher Investments and Charles Schwab. Vanguard Advisers provides automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies and offers portfolios primarily composed of Vanguard funds and ETFs, with various customization options.

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.

Yusef Wakeel is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Outside of finance, he works as a personal trainer at the Frisco Athletic Center. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, employing a goal-based, algorithm-driven approach that incorporates proprietary methodologies and tax-aware features. The firm’s scale and digital delivery model enable it to manage a large number of client relationships with a team servicing structure.

Jordan Johnston is a financial advisor with Vanguard Advisers, holding a Series 66 designation and nine years of industry experience. His career includes roles at J.P. Morgan Securities and New York Life Insurance Company prior to joining Vanguard in 2026. Vanguard Advisers provides 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 uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a high client-per-advisor ratio enabled by its scale and digital delivery model.

Maxwell Joakim is a financial advisor at Vanguard Advisers based in Plano, TX, holding a Series 66 designation with four years of industry experience. His work history includes multiple roles within The Vanguard Group and its affiliates since 2022, as well as prior experience in retail and educational settings. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach, using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Sary Benzvi is a CFP®-certified financial advisor with 12 years of industry experience. She currently works at Vanguard Advisers and has previously held roles at Charles Schwab and USAA Investment Management Company. 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 portfolios mainly composed of Vanguard funds and ETFs, offering a range of customization options and managing hundreds of thousands of client relationships through its digital platform and team servicing model.

Peyton Garcia is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to joining Vanguard, Garcia worked with the University of Wisconsin System and Paradigm Advisors, LLC, and operated a pressure washing business. 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 mainly constructed from Vanguard funds and ETFs.

Carson Wick is a financial advisor at Vanguard Advisers with a Series 66 designation and less than one year of industry experience. Prior to joining Vanguard, he worked at several firms including Lemnis Capital and Equitable Advisors, and has experience as a private golf instructor. 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.

Morgan Norris is a financial advisor at Vanguard Advisers with one year of industry experience. He holds a Series 66 designation and previously worked at Merrill, Bank of America, and Standish Management US, LLC. Outside of his advisory role, he is the owner of Signature Etiquette, LLC, a non-investment-related business focused on etiquette. 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 proprietary methodologies and primarily invests in Vanguard funds and ETFs.

Guy Mondjii is a financial advisor with Vanguard Advisers, holding a Series 66 designation and starting his advisory career in 2026. He has prior experience at T. Rowe Price Investment Services, Equitable Advisors, LLC, and has been an independent consultant at Multidimensions, Inc. since 1999. 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 Vanguard funds and ETFs along with tax-aware features and customizable options, managing a large client base through a combination of digital platforms and advisory teams.

Jacob Kavinsky is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and AECOM Technical Services among other firms. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based and algorithm-driven approach that incorporates proprietary models and a wide range of portfolio customization options.

Alexander Espinosa is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 investment approach and manages portfolios primarily with Vanguard funds and ETFs, offering various customization options and tax-aware strategies.