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.

Jorge Guzman is a financial advisor at Vanguard Advisers with a Series 66 designation and three years of industry experience. He previously worked at Axos Invest LLC and Bank of America Corporation. Vanguard Advisers provides 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 portfolios primarily composed of Vanguard funds and ETFs, offering customization options and tax-aware features.

Adam Strong is a financial advisor at Vanguard Advisers with 18 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at The Vanguard Group since 2021, following prior roles at FIDELITY Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Vanguard Advisers provides automated and human-supported investment advice for retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach and manages a large client base through a high client-per-advisor ratio enabled by digital delivery and team servicing models.

Phillip Stover is a financial advisor at Vanguard Advisers with 28 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Brokerage Services, Inc. and Fidelity Personal and Workplace Advisors. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach featuring proprietary asset allocation models and constructs portfolios primarily from Vanguard funds and ETFs.

Glen Amason is a financial advisor at Vanguard Advisers with 30 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Vanguard in 2025, he worked at Generational Wealth Advisors, Fidelity Investments, Kestra Financial, and several other firms. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach to create personalized portfolios mainly composed of Vanguard funds and ETFs, supported by a large network of over 2,400 advisors.

Luis Ortiz is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked across several roles within Vanguard and Empower Retirement, among other firms. Outside of his advisory work, he has held positions as a sales advisor at Best Buy and a food delivery driver for Instacart. Vanguard Advisers delivers both 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 constructs portfolios with Vanguard funds and ETFs, offering various customization options and tax-aware features.

Nikolas Cash is a financial advisor at Vanguard Advisers with Series 66 and Series 63 licenses and three years of industry experience. He previously worked at Fidelity Investments for four years. Outside of his advisory role, he is a partner in Eldritch Cash Strategies LLC, a business involved in buying and selling properties. 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 primarily constructs portfolios from Vanguard funds and ETFs, offering a range of customization options.

Eduardo Rosales is a financial advisor at Vanguard Advisers with five years of industry experience. He holds the Series 66 designation and has been with Vanguard Advisers and affiliated Vanguard entities since 2021. Prior to that, he held positions at firms including The Menard Financial Group and Apex Energy Solutions, and he also has experience working at the University of Houston and Texas Southern University. 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 with portfolios constructed mainly from Vanguard funds and ETFs, supported by a high client-per-advisor ratio facilitated by its automated platform and team servicing model.

Steven Van Horn is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior experience includes roles at Fisher Investments, Bank of America, Merrill Lynch, and Fidelity Brokerage Services. Outside of finance, he owns VanHorn Music Studio LLC, a business offering music performance, piano lessons, and sheet music services. 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 using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Mc Kenna Arensen is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Their career includes roles at The Vanguard Group, Inc. and BeachBody. Vanguard Advisers offers 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 uses a goal-based, algorithm-driven approach to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base with a combination of digital tools and advisor support.

Placido Rodriguez is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and 20 years of industry experience. His work history includes roles at Fidelity Investments, Avantax, Comerica Securities, and TIAA. He is currently employed by The Vanguard Group, Inc. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services for retail investors and employer-sponsored retirement plan participants. The firm’s investment approach is goal-based and algorithm-driven, using proprietary methodologies to set personalized asset allocations primarily with Vanguard funds and ETFs.

Elizabeth Watkinson is a CFP® with 11 years of industry experience, currently serving as an advisor at Vanguard Advisers. Her work history includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., the Department of Defense, and Wells Fargo Advisors. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages a high volume of client relationships through a combination of digital platforms and a large advisory team.

Eric Tran is a financial advisor at Vanguard Advisers with four years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and One Heartland. His background also includes involvement with nonprofit and volunteer organizations such as the Children's Scholarship Fund Philadelphia and Volunteers for Peace Vietnam. 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 portfolios that emphasize Vanguard funds and ETFs with tax-aware and customization features.

Mario Silva is an advisor with Vanguard Advisers based in Plano, TX, holding Series 66 and Series 63 licenses and having three years of industry experience. His prior work includes positions at Fidelity Investments and House Of Hustle. 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 uses a goal-based, algorithm-driven investment approach and manages portfolios primarily with Vanguard funds and ETFs, offering multiple customization options.

Mary Pervis is a financial advisor at Vanguard Advisers with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms, including Charles Schwab & Co., Inc., Cetera Investment Services, and Scottrade, Inc. Since 2021, she has been associated with Vanguard Advisers, The Vanguard Group, Inc., and Vanguard Marketing Corporation. 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 constructed mainly from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through its digital platform and team servicing model.

Brian Strange is a Series 66 licensed advisor with 23 years of industry experience. He has worked at The Vanguard Group since 2021 and previously held roles at Charles Schwab and USAA, including USAA Investment Management Company and USAA Financial Advisors. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach with personalized asset allocations and portfolios primarily composed of Vanguard funds and ETFs.

Jamaryl Mcdowell is a financial advisor at Vanguard Advisers with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., TD Ameritrade, SEI Investments, and Key Bank. 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 to asset allocation, constructing portfolios largely from Vanguard funds and ETFs with various customization options.