Kevin Won is an advisor with Vanguard Advisers based in Plano, TX, holding Series 63 and Series 65 credentials and having six years of industry experience. His prior roles include positions at Wealth Enhancement Advisory Services and The Retirement Group, LLC. Vanguard Advisers offers 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 built mainly from Vanguard funds and ETFs, combining digital delivery with a large-scale advisor network.

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, Series 65, and Series 66 designations and 10 years of industry experience. Prior to joining Vanguard, she worked at Fisher Investments and several other financial services firms. Outside of her advisory role, she operates a sole proprietorship focused on astrology reading, writing, teaching, and personal life coaching. 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 built largely from Vanguard funds and ETFs, supported by a large team managing hundreds of thousands of client relationships.

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 Series 63 and Series 66 licenses and has prior experience at J.P. Morgan Securities and Earned Wealth Advisors, LLC. Vanguard Advisers provides both 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 and constructs portfolios mainly from Vanguard funds and ETFs, offering various customization options.

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.

Alejandro Hernandez is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 licenses. He has approximately one year of experience at Vanguard and its affiliated entities, with prior roles at Key Investment Services and KeyBank National Association. Outside of finance, he has been involved with organizations including Greek House Chefs, Inc. and The Ohio State University. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants, using a goal-based, algorithm-driven approach with personalized asset allocations constructed largely from Vanguard funds and ETFs. The firm’s scale and digital delivery model support a high client-to-advisor ratio and a range of customization options.

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.

Alberto Miranda is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at BBVA Wealth Solutions, Wells Fargo, J.P. Morgan Chase, and Foresters Financial Services. Vanguard Advisers provides automated and human-supported investment advice through 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 methodologies and offers a broad range of portfolio customization options.

Damon Trammell is a financial advisor at Vanguard Advisers with 36 years of industry experience. He has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2022, and previously spent 21 years with Farmers Financial Solutions. 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 to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Ataul Azad is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Charles Schwab, Bank of America, Merrill Lynch, and several smaller firms. 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 to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Karson Petrie is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. His prior work includes roles at TXP Capital and positions related to education and hospitality. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving 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.