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Collin R

CFP®, Series 63, Series 65

Plano, TX

Vanguard Advisers

Collin Robinson Jr. is a CFP®-designated financial advisor with 22 years of industry experience, currently with Vanguard Advisers. He has been with THE Vanguard Group, Inc. since 2003. Outside of his advisory role, he has been involved with the Charlotte Soccer Club since 2002. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach combines goal-based, algorithm-driven strategies with portfolios mainly constructed from Vanguard funds and ETFs, featuring tax-aware and customizable options.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Paul P

Series 63, Series 65, Series 66

Plano, TX

Vanguard Advisers

Paul Phillips is a financial advisor with Vanguard Advisers, holding Series 63, 65, and 66 licenses and 23 years of industry experience. He has worked at firms including First Command Financial Services, Mission Square Retirement, U.S. Bancorp Investments, and Schwab Private Client Investment Advisory. Phillips maintains an insurance license but has no other business activities reported. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios constructed mostly from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisor teams.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Bryson B

Series 66

Plano, TX

Vanguard Advisers

Bryson Bianco is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. His prior roles include positions at Tolleson Wealth Management, Southern Methodist University, and Morgan Stanley. Outside of his advisory work, he is the owner of Bianco Brothers Capital, LLC. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans by providing automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach to develop personalized asset allocations primarily constructed from Vanguard funds and ETFs, supported by a large advisor team and digital delivery model.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Eric F

CFP®, Series 63, Series 66

Plano, TX

Vanguard Advisers

Eric Francis is a CFP®-certified financial advisor with 17 years of industry experience, currently working at Vanguard Advisers. His prior experience includes roles at Morgan Stanley, Charles Schwab, and Scottrade. Outside of his advisory career, he operated Mariah Francis Photography, LLC. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that employs proprietary methodologies and primarily Vanguard funds and ETFs. The firm serves a large client base through a high client-to-advisor ratio supported by digital and team-based services.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Clark H

Series 66

Plano, TX

Vanguard Advisers

Clark Hurst is a Series 66 licensed financial advisor with Vanguard Advisers in Plano, TX. He has one year of industry experience and previously held roles at firms including Longhorn Wealth Management and PenFed Credit Union. Outside of his advisory work, he is a member of JugHead Enterprises LLC, a partnership involved in his wife's consulting business. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach to asset allocation, primarily using Vanguard funds and ETFs, and manages a large client base with a digital delivery platform supported by its team of advisors.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Nicholas N

CFP®, Series 63

Plano, TX

Vanguard Advisers

Nicholas Nowakowski is a CFP® and holds a Series 63 license with 13 years of industry experience. He has been with THE Vanguard Group, Inc. since 2013. 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 methodologies and predominantly constructs portfolios from Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Felicia W

Series 66

Plano, TX

Vanguard Advisers

Felicia Williams is a financial advisor with Vanguard Advisers based in Plano, TX. She holds a Series 66 designation and has three years of industry experience. Prior to her current role at Vanguard, she has worked in both professional studies and human resources, and she is also the owner of a barber and beauty salon, Kreative Cuts & Styles. 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 proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Rayshawn M

Series 66

Plano, TX

Vanguard Advisers

Rayshawn Mccallum is a financial advisor at Vanguard Advisers with six years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab and UPS. Outside of his advisory role, he has worked as a package handler for FedEx Ground. 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 investment approach with portfolios constructed mainly from Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Antonio Z

Series 66, Series 63

Plano, TX

Vanguard Advisers

Antonio Zambrano is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 66 and Series 63 credentials and 10 years of industry experience. His prior work includes roles at Fisher Investments and Fidelity, along with his ongoing employment with Vanguard and related entities. 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 construct personalized portfolios largely from Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Sean C

Series 66

Plano, TX

Vanguard Advisers

Sean Christy is a financial advisor with Vanguard Advisers based in Plano, TX. He holds a Series 66 designation and has three years of industry experience. Outside of his advisory work, he owns a residential cleaning business called Full Stream Ahead and is a minority owner of Christian Brothers South Sarasota. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and constructs portfolios largely from Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Tyler S

Series 66

Plano, TX

Vanguard Advisers

Tyler Stearnes is a financial advisor at Vanguard Advisers with three years of industry experience. He holds a Series 66 designation and has prior experience at Fidelity and Bank of America. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies and primarily invests in Vanguard funds and ETFs, serving a large client base with a scalable digital platform.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Angelica P

Series 66

Plano, TX

Vanguard Advisers

Angelica Proctor is a financial advisor at Vanguard Advisers with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Sageview Advisory Group, Cetera Wealth Services, and Northwestern Mutual. Outside of her advisory role, she owns Xodus Unlimited, LLC, a content creation and coaching business based in Plano, TX. 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 proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Paul S

Series 66

Plano, TX

Vanguard Advisers

Paul Sobran is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds a Series 66 designation and has previously worked at Empower Financial Services, Wells Fargo Bank, Bank of America, and Merrill. He is based in Plano, Texas. 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 approach with proprietary models to create personalized asset allocations, primarily using Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Trinidad S

Series 63, Series 66

Plano, TX

Vanguard Advisers

Trinidad Salinas is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. Salinas previously worked at Charles Schwab and LPL Financial. 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 that employs proprietary methodologies and models. The firm manages a large client base through a combination of digital platforms and advisory teams, focusing on portfolios constructed mainly from Vanguard funds and ETFs with various tax-aware and customization features.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Andrew S

Series 66

Plano, TX

Vanguard Advisers

Andrew Scarmardo is a financial advisor at Vanguard Advisers with 11 years of industry experience. He holds the Series 66 designation and has worked at The Vanguard Group since 2016. Vanguard Advisers provides automated and human-supported investment advice through its 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 and manages client portfolios largely through Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Alejandro C

Series 65, Series 63

Plano, TX

Vanguard Advisers

Alejandro Castillo is a financial advisor at Vanguard Advisers with 11 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Vanguard in 2026, he worked for JP Morgan Securities LLC for 10 years and was self-employed intermittently between 2020 and 2026. He is also affiliated with the University of Texas at Arlington. 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 personalized asset allocations primarily constructed from Vanguard funds and ETFs, supporting a high client-per-advisor ratio through its digital delivery and team servicing model.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Brent T

CFP®, Series 66

Plano, TX

Vanguard Advisers

Brent Thompson is a CFP® professional with 13 years of industry experience, currently affiliated with Vanguard Advisers. His prior experience includes roles at Fidelity Personal and Workplace Advisors and Capital Wealth, LLC. Outside of his advisory work, he is involved in fixed insurance sales through CWA Insurance Services, LLC. 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, utilizing proprietary models to create personalized asset allocations predominantly comprised of Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Drew S

CFP®, Series 63, Series 66

Plano, TX

Vanguard Advisers

Drew Schlotter is a CFP® professional with five years of industry experience, currently working at Vanguard Advisers in Plano, TX. His prior experience includes roles at multiple financial firms and a decade of service in the US Navy. He is also affiliated with Tiny Seed Workshop and has held teaching positions at Creighton University and Texas A&M University. 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 and focuses on portfolios constructed mainly from Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Michelle A

Series 66

Plano, TX

Vanguard Advisers

Michelle Addington is a financial advisor with Vanguard Advisers, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of advising, she is involved in a real estate business as an owner and partner of AM Properties LLC. 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 constructed from Vanguard funds and ETFs, supporting a large client base through its digital platform and team servicing model.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Matthew S

Series 66

Plano, TX

Vanguard Advisers

Matthew Steslow is a financial advisor at Vanguard Advisers with three years of industry experience. He holds a Series 66 designation and has worked across several roles at Vanguard since 2022, as well as prior positions at US Well Services, California Lutheran University, Keane Group, and Weatherford International. 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 proprietary models to construct portfolios mainly from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through a combination of digital platforms and advisor support.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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