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 Series 66 licensed financial advisor with Vanguard Advisers, where he has worked since 2025. He has six years of industry experience, including prior roles at The Vanguard Group and Edward Jones. 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 with portfolios constructed mainly from Vanguard funds and ETFs, supported by a large digital platform and team-based service model.

Alexander Espinosa is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 66 and Series 63 licenses and five years of industry experience. His prior experience includes roles at J.P. Morgan Securities LLC, Merrill Lynch, and NYLife Securities LLC. 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 investment approach that employs proprietary methodologies and predominantly Vanguard funds and ETFs.

Jenny Leek is a financial advisor at Vanguard Advisers with five years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Swedbank. Leek is currently based in Plano, TX. Vanguard Advisers offers 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, emphasizing scale and digital delivery across a large client base.

Justin Gipson is a financial advisor at Vanguard Advisers with four years of industry experience. He holds a Series 66 designation and has worked with firms including Merrill and Bank of America before joining Vanguard in 2022. 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. The firm is notable for its scale and digital delivery, managing hundreds of thousands of client relationships with a team of over 2,200 advisors.

Ethan Blum is a financial advisor at Vanguard Advisers in Plano, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Vanguard, he worked at Ameriprise Financial Services LLC and State Farm. 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 employs a goal-based, algorithm-driven investment approach using proprietary models and offers portfolios constructed mainly from Vanguard funds and ETFs.

Bradley Hamblin is a financial advisor at Vanguard Advisers with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and JP Morgan Chase Bank. Outside of his advisory role, he owns mineral rights leased for oil and gas drilling. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach and portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a digital platform supported by over 2,200 advisors.

Matthew Liegl is a Series 66-licensed financial advisor with Vanguard Advisers, based in Plano, TX, and has 15 years of industry experience. He has previously worked at USAA Investment Management Company and State Farm Insurance. 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 create personalized portfolios primarily composed of Vanguard funds and ETFs.

Sarah Sizemore is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63, 65, and 66 licenses and 10 years of industry experience. Her prior roles include positions at Fisher Investments and T. Rowe Price Investment Services. Outside of finance, she operates a sole proprietorship focused on astrology reading, writing, teaching, and personal life coaching. 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 personalize asset allocations, with portfolios constructed mostly from Vanguard funds and ETFs.

Catherine Craig is a financial advisor at Vanguard Advisers with 13 years of industry experience. She holds the ChFC® designation and series licenses 66, 65, and 63. Her prior experience includes roles at CliftonLarsonAllen Wealth Advisors, Raymond James Financial Services, and her own firm, Craig and Company LLC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s approach combines goal-based, algorithm-driven methodologies with a large-scale digital platform, offering personalized portfolios constructed primarily from Vanguard funds and ETFs.

Gregory Shumock is a financial advisor with Vanguard Advisers, holding a Series 66 designation and currently based in Plano, TX. He has one year of industry experience and previously worked at Bank of America Corporation and Starbucks Coffee Company. 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 methodologies to create personalized portfolios largely composed of Vanguard funds and ETFs.

Kody Rife is a financial advisor at Vanguard Advisers with five years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities and Ameriprise Financial Services. Outside of advising, he is the owner and manager of a real estate business, Rife Properties and Management, LLC. 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 built largely around Vanguard funds and ETFs. The firm manages a high volume of client relationships through a combination of digital platforms and a large advisory team.

James Dowell is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes roles at J.P. Morgan Securities and Earned Wealth Advisors, LLC. 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 goal-based, algorithm-driven investment approach and manages portfolios largely through Vanguard funds and ETFs, combining digital delivery with a team servicing model.

Sanae Kobayashi is a CFP® professional with 13 years of industry experience, currently advising at Vanguard Advisers since 2022. Her prior roles include positions at Wells Fargo Clearing Services and Morgan Stanley, where she worked from 2013 to 2019. 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. The firm manages a large client base through its digital platform and offers various managed solutions including model portfolios and tax-aware investment strategies.

George Centeno Jr. is a CFP® with 20 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with Vanguard and its related entities since 2007. Outside of his advisory role, he is the owner of Southlake Sawdust, LLC, a woodworking business. 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 construct portfolios mainly from Vanguard funds and ETFs, with various tax-aware and customization options.

Gregory Hansen is a financial advisor at Vanguard Advisers with 27 years of industry experience. He holds Series 63 and Series 65 credentials. Hansen’s prior work includes roles at USAA Investment Services Company and SMU/Kelly Athletics. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, supported by a large team of advisors and digital delivery systems.

Tyler Copeland is a financial advisor with Vanguard Advisers based in Plano, TX. He holds Series 66 and Series 63 designations and has three years of industry experience. Outside of his advisory role, he is involved with Platinum Parking, LLC, where he works as a valet driver. 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 a wide range of portfolio customization options, managing client relationships at scale through its digital platform and advisory teams.

Matthew Robinson is a financial advisor with Vanguard Advisers in Plano, TX. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes roles at Charles Schwab and Northwestern Mutual. 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 to asset allocation and manages portfolios primarily using Vanguard funds and ETFs.

Calvin Mihal is a financial advisor at Vanguard Advisers with four years of industry experience. He holds a Series 66 credential and has been with Vanguard Advisers, Inc. since 2023. Prior to that, he was self-employed and has experience at multiple organizations including Vanguard Marketing Corporation and The Vanguard Group, Inc. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios primarily constructed from Vanguard funds and ETFs, supported by a large advisory team and extensive digital platform.