Hui Ling Paez is a financial advisor at Vanguard Advisers with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Vanguard Advisers in 2026, she worked at The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2022, and has held positions at Charles Schwab TD Ameritrade and other firms. 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 investment approach using proprietary models and primarily Vanguard funds and ETFs, delivering services at scale through a digital platform supported by over 2,200 advisors.

Tierra Hulsey is a financial advisor at Vanguard Advisers with three years of industry experience. She holds a Series 66 designation and has prior experience at JPMorgan Chase Bank, J.P. Morgan Securities, and Arvest Wealth Management. Vanguard Advisers provides 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 investment approach and manages client portfolios primarily with Vanguard funds and ETFs.

William Martin is a financial advisor with Vanguard Advisers based in Plano, TX, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Fidelity Investments, J.P. Morgan Securities, and Equitable Advisors. Vanguard Advisers provides automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies to deliver personalized asset allocations, managing a large client base through both digital platforms and a team servicing model.

Arie Pearson is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His work history includes roles at The Vanguard Group, Kansas State University, and Legacy Financial Services. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through its digital platform and team servicing model.

Vincent Wallace is a financial advisor at Vanguard Advisers with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and USAA financial planning services. Outside of his advisory work, he is the owner of V and P Home Renovations, LLC, a flooring business. Vanguard Advisers provides automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios primarily using Vanguard funds and ETFs.

Bradley Huff is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. He also serves as an executor for an immediate family member’s estate. 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 investment approach using proprietary methodologies and constructs portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and tax-aware strategies.

Alexander Katz is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Vanguard, he worked at Fidelity Investments for four years. Alexander has also been self-employed since 2018 and has held various roles in education and other sectors. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary methodologies to set personalized asset allocations primarily composed of Vanguard funds and ETFs.

Keegan Burwell is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Vanguard Advisers, Burwell has been associated with multiple Vanguard entities since 2022 and has experience at The Pinkston Group and Robert Half. 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 using proprietary models, with portfolios largely composed of Vanguard funds and ETFs, and manages a large client base through a combined automated and team service model.

Stephen Saladrigas is a CFP® professional with 33 years of industry experience. He has worked at Mutual of America Securities, LLC and Mutual of America Life Insurance Company for 10 years before joining Vanguard Advisers in 2025. He serves as board member president for the Georgetown in the Park Homeowners' Association in Arlington, Texas. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to set personalized asset allocations, with portfolios mainly composed of Vanguard funds and ETFs.

Harmony Bostick is a financial advisor at Vanguard Advisers with six years of industry experience. She holds Series 66 and Series 63 credentials and has worked at Vanguard-related entities since 2019. Prior to her financial services career, she held roles in the restaurant industry and at Brigham Young University - Idaho. 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 and primarily invests in Vanguard funds and ETFs, serving a large client base through a combination of digital platforms and advisor teams.

Beyene Misikir is a financial advisor with Vanguard Advisers and holds a Series 66 designation. He has seven years of industry experience, including prior roles at Charles Schwab Bank and Fidelity Brokerage Services. Outside of financial services, he is the sole proprietor of Benny Hundreds LLC, a business focused on designing and marketing clothing merchandise. 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 to portfolio construction, utilizing Vanguard funds and ETFs with various tax-aware and customization features, supported by a large team of advisors and a digital delivery platform.

Matthew Barrientos is a financial advisor at Vanguard Advisers with Series 66 and Series 63 credentials. He has one year of industry experience and has worked with firms including Thrivent Investment Management, Fidelity Investments, and The Vanguard Group. Prior to his advisory roles, he was employed at Norwich University and Grand Prairie Fine Arts Academy. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, primarily using Vanguard funds and ETFs, and manages a large client base through a digital platform supported by more than 2,200 advisors.

Justin Tak is a financial advisor at Vanguard Advisers with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Merrill Lynch, Ally Invest Securities, and Equitable Advisors. Vanguard Advisers offers automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm’s goal-based, algorithm-driven investment approach employs proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs, complemented by tax-aware features and customization options.

Bamma Weber is a financial advisor with Vanguard Advisers, holding a Series 66 designation and eight years of industry experience. She has worked at Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation since 2018, and previously was with Mamantov & Associates and Texas Tech 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 investment approach with portfolios constructed primarily from Vanguard funds and ETFs, offering customization options and tax-aware features.

Cassandra Rupp is a CFP®-certified financial advisor with Vanguard Advisers in Plano, TX, bringing nine years of industry experience. She has worked at Vanguard Advisers since 2018 and holds additional roles within The Vanguard Group, including involvement in marketing. Outside of her advisory work, she serves as a loan originator for Motto Mortgage. 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 construct personalized portfolios primarily from Vanguard funds and ETFs, serving a large client base through its digital platform and team servicing model.

John Purvis is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior roles include positions at the Texas Department of Insurance and Parrott Wealth Management, among others. Vanguard Advisers offers 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 constructed primarily from Vanguard funds and ETFs. The firm combines digital delivery with a large advisory team to manage hundreds of thousands of client relationships and provides a range of customization options including tax-aware strategies and ESG preferences.

Kapongo Mbambi is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 credentials and having two years of industry experience. His background includes roles at Mass Mutual Life Insurance Company and First Command Financial Services, as well as ownership of Mbambi Holdings LLC. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, employing a goal-based, algorithm-driven approach that uses proprietary models to set personalized asset allocations. The firm manages a large client base through a combination of digital platforms and advisor teams, primarily focusing on retail and plan participant markets.

Gregorio Acevedo Gonzalez is a financial advisor at Vanguard Advisers in Plano, TX, with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Stratos Wealth Partners. Outside of his advisory roles, he has experience in sports-related activities and teaching at various educational institutions. 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 investment approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through its digital platform.

Tyler Palmer is a financial advisor at Vanguard Advisers with nine years of industry experience. He has held roles at The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2017, and previously worked at Strata Policy. 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 investment approach and manages portfolios constructed mainly from Vanguard funds and ETFs, combining scale with digital delivery and a team servicing model.

Shuyi Yu is a financial advisor with Vanguard Advisers in Plano, Texas, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior roles include positions at Bank of America, Merrill, and Integral Financial LLC. Yu also maintains an insurance license. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice, using a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm’s scale and digital delivery support hundreds of thousands of client relationships across more than 2,200 advisors.