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Vladislav G

Series 66

Plano, TX

Vanguard Advisers

Vladislav Glouchkov is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include six years at JP Morgan Securities and JP Morgan Chase Bank, as well as a one-year tenure at Thrivent Investment Management. He serves on the finance committee of University Presbyterian Church. 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 and portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through its digital platform and supported advisor team.

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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Conner C

Series 63, Series 66

Plano, TX

Vanguard Advisers

Conner Covington is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and five years of industry experience. He has been with Vanguard and its affiliated entities since 2021, following roles in various companies including American Glass and Tyson. Vanguard Advisers provides 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 utilizing proprietary methodologies and primarily Vanguard funds and ETFs, managing a large client base through its extensive advisor network and 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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Cristian M

Series 65, Series 63

Plano, TX

Vanguard Advisers

Cristian Marceleno is a financial advisor at Vanguard Advisers with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Fisher Investments, Charles Schwab & Co., Inc., and John Varvatos Enterprises, Inc. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies and primarily 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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Swaroop A

Series 66

Plano, TX

Vanguard Advisers

Swaroop Agrawal is a Series 66 credentialed financial advisor with Vanguard Advisers in Plano, TX, where he has worked since 2022. He has three years of industry experience, including roles at Vanguard Marketing Corporation, The Vanguard Group, Randstad, M&T Bank, and TD Bank. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized portfolios predominantly 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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Elizabeth S

CFP®, Series 65, Series 63

Plano, TX

Vanguard Advisers

Elizabeth Smith Rivera is a CFP® certified financial advisor at Vanguard Advisers with six years of industry experience. She has worked at various Vanguard entities since 2014 and is also involved with Earnest One 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 uses a goal-based, algorithm-driven approach with portfolios mainly composed of Vanguard funds and ETFs, offering a range of customization options and serving 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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Hongmei Y

CFP®, Series 66

Plano, TX

Vanguard Advisers

Hongmei Yu is a CFP® professional with eight years of industry experience, currently advising at Vanguard Advisers in Plano, TX. Her prior roles include positions at Merrill and BB&T. 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 incorporates personalized asset allocations primarily 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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Daniel A

Series 63, Series 65

Plano, TX

Vanguard Advisers

Daniel Arostegui is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Charles Schwab, Edward Jones, Principal Advised Services, and TIAA. 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 employs a goal-based, algorithm-driven approach to construct portfolios primarily from Vanguard funds and ETFs, offering tax-aware features and customization 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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Gabriel V

Series 63, Series 66

Plano, TX

Vanguard Advisers

Gabriel Vallejo is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including IBC Bank, LPL Financial LLC, and TD Ameritrade. His current tenure at Vanguard Advisers and related entities began 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 employs a goal-based, algorithm-driven investment approach using proprietary models and offers portfolios constructed mainly from Vanguard funds and ETFs with various customization 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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Nahla T

Series 66

Plano, TX

Vanguard Advisers

Nahla Turner is a financial advisor at Vanguard Advisers with one year of industry experience. She holds a Series 66 designation and previously worked at Northwestern Mutual Life Insurance Company. 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 personalized asset allocations primarily built from Vanguard funds and ETFs, serving 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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Keaton A

Series 63, Series 66

Plano, TX

Vanguard Advisers

Keaton Anderson is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fisher Investments and Fidelity Investments. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with proprietary models to construct diversified portfolios largely 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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Loon C

Series 63, Series 66

Plano, TX

Vanguard Advisers

Loon Chan is a financial advisor at Vanguard Advisers with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities and Fidelity Brokerage Services. Chan was also involved with PandaChans Productions from 2016 to 2018. Vanguard Advisers provides both 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 constructed mainly from Vanguard funds and ETFs, offering customization options including ESG preferences and tax-aware strategies.

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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Joseph R

Series 63, Series 66

Plano, TX

Vanguard Advisers

Joseph Rodarte is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and one year of industry experience. Before joining Vanguard, he worked at Morgan Stanley and operated his own firm, JR Capital, LLC. Outside of financial advising, he is an independent consultant for LifeVantage Corporation, a direct sales company in the health and nutrition sector. 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 uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and tax-aware 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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Rachel W

Series 66

Plano, TX

Vanguard Advisers

Rachel Whitfield is a Series 66 licensed financial advisor with five years of industry experience. She currently works at Vanguard Advisers and its affiliated entities, having previously been employed at Bank of America and Merrill Lynch. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach primarily constructed 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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Freddie B

Series 66, Series 65

Plano, TX

Vanguard Advisers

Freddie Broadway is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds Series 65 and Series 66 credentials. His prior experience includes roles at Fisher Investments, Capital One Investing, and DFW Wealth Strategies. 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 and manages portfolios largely 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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Lakshmi S

Series 65, Series 63

Plano, TX

Vanguard Advisers

Lakshmi Srinivas is a financial advisor at Vanguard Advisers with four years of industry experience. She holds Series 65 and Series 63 credentials and has worked at The Vanguard Group since 2022. Her prior experience includes roles in education and workforce staffing. 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 with portfolios largely constructed from Vanguard funds and ETFs, offering customization options and tax-aware strategies.

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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Nannette S

Series 65, Series 63

Plano, TX

Vanguard Advisers

Nannette Sabo is a financial advisor with Vanguard Advisers based in Plano, TX, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. Her work history includes roles at several firms, notably Vanguard Marketing Corporation and The Vanguard Group, Inc. She is also the owner of Mon Parachute Equus, LLC, a business focused on equine and canine therapy. 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 featuring personalized asset allocations primarily constructed from Vanguard funds and ETFs, and it manages a high volume of client relationships via a digital platform supported by over 2,200 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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Jacob H

Series 63, Series 66

Plano, TX

Vanguard Advisers

Jacob Hardman is a financial advisor with Vanguard Advisers based in Plano, TX. He holds Series 63 and Series 66 licenses and has three years of industry experience. His work history includes roles at various Vanguard entities since 2023. Vanguard Advisers offers automated and human-supported investment advice, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies to tailor asset allocations 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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Alejandro M

Series 63, Series 66

Plano, TX

Vanguard Advisers

Alejandro Martinez is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 licenses and two years of industry experience. His prior experience includes roles at Fidelity Brokerage Services LLC and Strategic Advisers 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 investment approach using proprietary models and offers a range of customizable 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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James N

Series 63, Series 65, Series 66

Plano, TX

Vanguard Advisers

James Nikcevich is a financial advisor with Vanguard Advisers, holding Series 63, Series 65, and Series 66 registrations and with 29 years of industry experience. He has worked at Merrill for eight years and has been with Vanguard since 2025. 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 to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and advisory team 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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Cole H

Series 66, Series 63

Plano, TX

Vanguard Advisers

Cole Harmon is a financial advisor at Vanguard Advisers in Plano, TX, holding Series 66 and Series 63 licenses with three years of industry experience. He previously worked at Edward D. Jones & Co. LP and NYLIFE Securities LLC, among other firms, and has a background that includes nine years affiliated with Texas Tech University. Vanguard Advisers provides 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 with personalized asset allocations primarily built from Vanguard funds and ETFs, offering a range of customization options and tax-aware 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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