Alejandro Martinez is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC and Strategic Advisers LLC prior to joining Vanguard. 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 approach with portfolios primarily built from Vanguard funds and ETFs, offering various customization options including tax-aware features and ESG choices.

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.

Cole Harmon is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior work includes positions at Edward D. Jones & Co. LP and NYLIFE Securities LLC. He also maintained insurance licenses but did not engage in related business activities beyond license upkeep. Vanguard Advisers offers 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, constructing portfolios mainly from Vanguard funds and ETFs, and serves a large client base through a high client-per-advisor ratio enabled by its digital platform.

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.

Rush Griffith is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior work includes roles at Charles Schwab, Edward Jones, Wells Fargo Clearing Services, and Fidelity Investments. 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 with portfolios constructed mainly from Vanguard funds and ETFs, offering customization options such as ESG and tax-aware features.

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 with Vanguard Advisers in Plano, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Vanguard Advisers, he worked at Family Wealth Partners, LLC and Vision Financial Group. Outside of his advisory role, he has been contracted as a delivery driver. 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, offering a range of customization options and serving a large client base through a combination of digital platforms and advisor support.

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.

James Sperrazzo is a Series 66-licensed financial advisor with Vanguard Advisers in Plano, TX. He has been with Vanguard and its affiliates since 2026. Before his current role, he held positions outside the investment industry including work at Give Back Wireless Inc. and Everbowl, LLC, and has experience in education and service roles at Texas Christian University and Whispering Winds Catholic Conference Center. 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 investment approach using proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs.

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.

Nora Calderon Gil is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. Her prior experience includes roles at Bank of America, Merrill, and Bok Financial entities. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through a digital platform that combines automation with advisor support.

Robert Gump is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has held positions at several firms including Facet Wealth, USAA Financial Services, Ameriprise, and Waddell & Reed. 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 to personalized asset allocation, largely utilizing 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.

Clayton Rivera is a Series 66 credentialed financial advisor at Vanguard Advisers with one year of industry experience. Prior to joining Vanguard, he held positions at Bank of America and Merrill Lynch. Outside of his advisory role, Clayton is a managing member of The Developer's Oath LLC, an app development company focused on creating a card game. 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 proprietary models and primarily Vanguard funds and ETFs. The firm serves a large client base through a combination of digital platforms and advisory teams.

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.