Andrew Dupont is a CFP® professional with 26 years of industry experience, currently working at Vanguard Advisers since 2023. Prior to this, he spent 23 years with TD Ameritrade. He holds Series 63 and Series 66 licenses and is based in Plano, TX. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible 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 serves hundreds of thousands of clients through a large advisory team supported by digital platforms.

Adam Chirhart is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and six years of industry experience. His career includes roles at The Vanguard Group, Vanguard Marketing Corporation, and multiple positions at State Farm Insurance. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm combines a goal-based, algorithm-driven investment approach with portfolio construction primarily using Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Isaac Caldwell is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various firms including Family Wealth Partners and Vision Financial Group. Outside of his advisory role, he has contracted as a delivery driver for DoorDash. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm emphasizes a goal-based, algorithm-driven approach, constructing portfolios primarily from Vanguard funds and ETFs, and serves a large client base through its digital platform and extensive advisory team.

Andrew Thomas is a financial advisor at Vanguard Advisers with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Vanguard Advisers since 2021. Prior to that, he was affiliated with First Command Financial Planning, Leap Wealth Management, and TD Ameritrade. Outside of his advisory role, he is the owner of Break It Take It, LLC. 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 uses a goal-based, algorithm-driven approach to create personalized portfolios primarily composed of Vanguard funds and ETFs, supporting a high client-to-advisor ratio through its automated platform and team servicing model.

Kenneth Hack Jr. is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 65 designations and nine years of industry experience. His prior roles include positions at Wells Fargo Advisors and GoldBook Financial. Outside of his advisory work, he coaches youth soccer as a contracted coach with FC Dallas. Vanguard Advisers offers automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven investment approach with portfolios primarily composed of Vanguard funds and ETFs.

Mitchell Mandt 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 has a background that includes roles in logistics and education. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital platform and advisory teams.

William Snyder is a financial advisor at Vanguard Advisers with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Avantax Investment Services and 1ST Global Advisors. Snyder is based in Plano, TX. Vanguard Advisers provides 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 investment approach featuring proprietary methodologies and largely invests in Vanguard funds and ETFs.

Robert Gump is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His career includes prior roles at Facet Wealth and USAA Financial Services. 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 approach using proprietary methodologies to create personalized portfolios largely composed of Vanguard funds and ETFs.

Carter Arrott is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His work history includes roles at Vanguard Marketing Corporation, The Vanguard Group, and Stewardship Wealth Management, along with teaching positions at Texas Tech University and secondary schools. Outside of finance, he was involved with Crappie Collection from 2017 to 2022. 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 with portfolios constructed mainly from Vanguard funds and ETFs, emphasizing scale and digital delivery through its broad advisor network.

Blake Redd is a financial advisor with Vanguard Advisers in Plano, TX. He holds a Series 66 credential and has one year of industry experience. Prior to joining Vanguard, he worked at several firms including Osaic Wealth, Concurrent Investment Advisors, and Bleakley Financial Group. Outside of finance, he has worked in data labeling for Telus Digital. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mostly from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Richard Sowell is a financial advisor at Vanguard Advisers with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Cetera and Regions Bank. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies to build personalized portfolios primarily composed of Vanguard funds and ETFs.

Michael Meneghetti is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and three years of industry experience. He has been with Vanguard and its affiliated entities since 2022 and has prior teaching experience at Texas A&M University and Houston Community College. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a high advisor-to-client ratio, emphasizing digital delivery and customizable investment solutions.

Trevor Scott is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at Fisher Investments and Goldman Sachs Ayco Personal Financial Management. He is also Chief Operations Officer at Goldlake Capital Partners, an investment-related business. 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 that incorporates Vanguard funds and ETFs along with customization options. The firm manages a large client base through a combination of digital platforms and a team servicing model.

Samuel Pleasant Cress is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes positions at Fisher Investments and Fidelity Investments. 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 with portfolios largely constructed from Vanguard funds and ETFs, supported by a team of more than 2,200 advisors.

Todd Wnuk is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and 19 years of industry experience. His prior roles include positions at Sendero Wealth Management, Broadway National Bank, and USAA Wealth Management. He is based in Plano, Texas. 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 that incorporates proprietary models and primarily invests in Vanguard funds and ETFs, offering a range of customization options including ESG considerations.

Mark Renzi is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior experience includes roles at Fidelity, New York Life Insurance Company, Prudential Insurance Company of America, and various Vanguard entities. 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 utilizing proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs.

Owen Nickle is a financial advisor at Vanguard Advisers in Plano, TX, holding Series 66 and Series 63 licenses with four years of industry experience. His background includes roles at Bank of America, Merrill Lynch, JPMorgan Chase, and Enterprise Holdings. Outside of his advisory work, he maintains a life and health insurance license. 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 and manages a large client base through a combination of digital tools and advisor support.

I am a CERTIFIED FINANCIAL PLANNER® professional with over 11 years of experience at a corporate Registered Investment Adviser Firm. As a top performer, I received equity awards and saw firsthand both the opportunities and complexities they present. To deepen my expertise, I obtained the Certified Equity Professional (CEP) designation, allowing me to better understand the intricacies of stock plan administration and provide informed, strategic guidance to clients. I now specialize in helping stock plan participants navigate their equity compensation, ensuring it aligns with their broader financial goals. Before forming MeasuredMint, LLC, I worked at a Fintech trading firm that is a leader in stock plan administration where I was registered as a Principal (FINRA Series 4, 9, 10 and 24). I earned a BS in Business Administration with a Finance concentration and a MBA with an Ethical Leadership concentration from Marist University (formerly Marist College). Most recently, I graduated from the Securities Industry Institute® (SII), the premier executive development program for securities industry professionals, hosted by SIFMA and Wharton. A native New Yorker, I now live in Dallas, Texas with my wife and two young children. In my spare time, I enjoy cycling, rowing, and visiting National Parks.

Andrew Mcavoy is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and one year of industry experience. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, and self-employment. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored plan participants, employing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm operates at scale with a high client-to-advisor ratio, utilizing digital delivery alongside personalized asset allocation strategies.

Matthew Callander Jr. is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds the Series 66 designation and has been with Vanguard Advisers since 2018. Prior to this, he worked at Mariner Wealth Advisors and spent four years at William Paterson University. 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 personalized portfolios primarily from Vanguard funds and ETFs, managing a large client base through its digital platform and team servicing model.