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 with Vanguard Advisers in Plano, TX. He holds Series 63 and Series 66 credentials and has been in the industry since 2023. His prior experience includes roles at Fidelity Investments and Thrivent Financial. 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 to portfolio management, utilizing Vanguard funds and ETFs with options for tax-aware and ESG-focused customization.

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®-designated financial advisor with Vanguard Advisers, bringing nine years of industry experience. She has held multiple roles within The Vanguard Group and its affiliates since 2016 and has worked as a loan originator for Motto Mortgage since 2020. 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 with portfolios primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through a high client-to-advisor ratio enabled by its digital platform and team servicing model.

John Purvis is a CFP® professional at Vanguard Advisers with 23 years of industry experience. His prior roles include positions at Charles Schwab, Century Management Financial Advisors, and the Texas Department of Insurance. He is based in Plano, TX. Vanguard Advisers offers 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 investment approach that incorporates proprietary methodologies and tax-aware portfolio features, managing a large client base with a combination of scale and digital delivery.

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 Series 66 licensed financial advisor with three years of industry experience. He currently works at Vanguard Advisers and its affiliated entities, having joined in 2026. His prior experience includes roles at Stratos Wealth Partners, LPL Financial LLC, and PTM Financial. Vanguard Advisers offers 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 to asset allocation, largely employing Vanguard funds and ETFs, and manages a large client base through its digital platform and team servicing model.

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.

Lily Guthrie is a financial advisor at Vanguard Advisers with a Series 66 designation and two years of industry experience. Prior to joining Vanguard, she held various roles including self-employment and positions at Randstad and Walmart. Outside of her advisory work, she operates an e-commerce business selling clothes and antiques on eBay. 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 predominantly Vanguard funds and ETFs.

Ethan Smith is a financial advisor at Vanguard Advisers with two years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and JPMorgan Chase. Ethan’s background also includes service in the Ohio Army National Guard and involvement with various organizations during his university years. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing automated and human-supported investment advice through its digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to construct portfolios primarily composed of Vanguard funds and ETFs, offering customization options and tax-aware features.

Britta Lefave is a financial advisor at Vanguard Advisers with four years of industry experience. She holds a Series 66 designation and has prior experience at INTRUST Bank and Raymond James Financial Services. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, emphasizing customization and tax-aware features.

Michael Guaman is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at The Vanguard Group, Financial Synergies Wealth Advisors, GWFS Equities, Quicken Loans, JPMorgan Chase Bank, J.P. Morgan Securities, Capital One Bank, and Wells Fargo Bank. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard 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 investment approach with portfolios constructed mostly from Vanguard funds and ETFs, and manages a large client base with a combination of digital tools and advisor teams.

Randall White is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Vanguard Advisers and has previously worked at J.P. Morgan Chase Bank, J.P. Morgan Securities, Morgan Stanley Private Bank, and Morgan Stanley. 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 investment approach and manages a large client base through its digital platform combined with advisory teams.

Gentry Dalton is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Vanguard Advisers, Dalton worked at Oklahoma State University and Medical Motion, LLC. Vanguard Advisers offers both 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.

James Garza is a financial advisor at Vanguard Advisers with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley, E*TRADE Capital Management, Wells Fargo, and TD Ameritrade. Outside of his advisory roles, he is involved in entrepreneurial activities through ownership interests in J 5 Family Forever LLC and JG5 Industries. 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, constructing portfolios mainly from Vanguard funds and ETFs with various customization options, and serves a large client base through a combination of digital platforms and advisory teams.

Thomas Williams is a financial advisor at Vanguard Advisers with two years of industry experience. He holds a Series 66 designation and has worked in various roles at Vanguard entities since 2022. His background includes both financial services and educational positions. 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’s investment approach combines goal-based, algorithm-driven strategies with portfolios constructed mainly from Vanguard funds and ETFs, offering customization options such as ESG and tax-aware features.

Robert Roberti is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His recent career includes roles at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. Prior to that, he worked at Wells Clearing Services, LLC for 12 years. 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 employing proprietary models and primarily Vanguard funds and ETFs, managing a large client base through a combination of digital platforms and advisor teams.

Joshua Druz is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fisher Investments, J.P. Morgan Securities LLC, and Morgan Stanley. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach and manages portfolios primarily with Vanguard funds and ETFs.