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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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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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Jesse S

Series 63, Series 66

Plano, TX

Vanguard Advisers

Jesse Sekatawa is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Vanguard, he worked at TIAA and Wells Fargo Bank. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants using a goal-based, algorithm-driven approach. The firm manages a large client base through digital platforms and a team servicing model, primarily utilizing Vanguard funds and ETFs in its portfolios.

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 63, Series 65

Plano, TX

Vanguard Advisers

Cristian Marceleno is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and one year of industry experience. He has worked at several firms including Fisher Investments and Charles Schwab & Co., Inc. prior to joining Vanguard. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, using proprietary models to set personalized asset allocations 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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Swaroop A

Series 66

Plano, TX

Vanguard Advisers

Swaroop Agrawal is a financial advisor at Vanguard Advisers with four years of industry experience. He holds a Series 66 designation and has worked in various roles at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. prior to his current position. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s approach combines goal-based, algorithm-driven strategies with portfolios built mainly from Vanguard funds and ETFs, emphasizing scalability and digital delivery.

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 63, Series 65

Plano, TX

Vanguard Advisers

Elizabeth Smith Rivera is a CFP® professional with six years of industry experience, currently serving as a financial advisor with Vanguard Advisers. Her career includes roles at various Vanguard entities and Dartmouth College. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm serves 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 with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior roles include positions at Intercam Advisors, IBC Bank, LPL Financial, and TD Ameritrade. He has also been involved with Believe Energy LLC. 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 set personalized asset allocations, primarily constructing portfolios from Vanguard funds and ETFs with varying 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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Alexander S

Series 66

Plano, TX

Vanguard Advisers

Alexander Singleton is a financial advisor at Vanguard Advisers based in Plano, TX. He holds a Series 66 designation and has been in the industry since 2026. Outside of his advisory role, he has been involved with the Coppell Youth Soccer Association. 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 investment approach and manages 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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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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Lakshmi S

Series 63, Series 65

Plano, TX

Vanguard Advisers

Lakshmi Srinivas is a financial advisor at Vanguard Advisers with Series 63 and Series 65 licenses and four years of industry experience. She has worked exclusively with The Vanguard Group since 2022, following prior roles in education and staffing. 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 using Vanguard funds and ETFs, supported by a large-scale 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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Nannette S

Series 63, Series 65

Plano, TX

Vanguard Advisers

Nannette Sabo is a financial advisor at Vanguard Advisers with 23 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Morgan Stanley, Citigroup Global Markets, and Cumberland Advisors. Outside of her advisory work, she owns Mon Parachute Equus, LLC, a business focused on equine and canine therapy. 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 with portfolios constructed mainly from Vanguard funds and ETFs, supported by a large advisor team and digital delivery 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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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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