Tyler Kamp is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 licenses and having five years of industry experience. His career includes roles at The Vanguard Group, Fidelity Investments, and prior work at the University of Iowa in recreational services and housing. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary methodologies and Vanguard funds and ETFs to create personalized portfolios with various tax-aware and customization features.

Christopher Thomas is a financial advisor at Vanguard Advisers with 13 years of industry experience. He holds a Series 66 designation and previously worked at USAA in various financial planning and investment roles for six years. He serves as Treasurer and board member of the Alpha Phi Alpha Fraternity, Inc. Rho Nu Lambda Chapter. 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 methodologies to set personalized asset allocations, primarily using Vanguard funds and ETFs.

Patrick Henderson is a Series 66 licensed financial advisor with Vanguard Advisers, based in Plano, TX. He has two years of industry experience and has been with The Vanguard Group since 2023. Prior to his current role, he held positions in various organizations including Murray State University and Mister B's Pizza and Wings. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized asset allocations primarily using Vanguard funds and ETFs.

Macy Reyes is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to joining Vanguard, Macy held roles at Charles Schwab, Allworth Financial, and David's Bridal. Outside of financial services, Macy is contracted with Rover as a pet sitter. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary methodologies to construct portfolios primarily from Vanguard funds and ETFs, and it serves a large client base through a combination of digital tools and a team servicing model.

Shane O'Brien is a financial advisor at Vanguard Advisers with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Fidelity Investments, Allworth Financial, and Peak American Investment Advisors. 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 largely from Vanguard funds and ETFs, offering a range of customization options including tax-aware features and ESG exposure.

David Seligman is a financial advisor at Vanguard Advisers in Plano, TX, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vanguard Advisers and affiliated Vanguard entities since 2022. His prior experience includes roles at Wells Fargo Clearing and USAA Financial Advisors. 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 investment approach, using proprietary methodologies and primarily Vanguard funds and ETFs, serving a large client base through a combination of digital delivery and advisor support.

J Closs Jr. is a financial advisor at Vanguard Advisers with three years of industry experience. He holds a Series 66 designation and has a background that includes roles at Randstad, The Johns Hopkins University, the Federal Bureau of Investigation, and Frost Bank. 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 using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs, offering a blend of digital delivery and advisor support.

Jarrod Crawford is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior experience includes roles at Wave Wealth Management, LLC and Ameriprise Financial Services, Inc. He is also employed by The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach, constructing portfolios primarily from Vanguard funds and ETFs, with various tax-aware and customization features.

Matthew Westmoreland is a financial advisor with Vanguard Advisers in Plano, TX. He holds Series 66 and Series 63 licenses and has two years of industry experience, previously working with Northwestern Mutual and 1st University Credit Union. Outside of his advisory role, he serves as Executive Director and Treasurer for LoveBIG, a nonprofit intermediary based in Flower Mound, TX. 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 that incorporates proprietary asset allocation models and a range of customization options. The firm manages a large scale of client relationships through a high client-per-advisor ratio, focusing primarily on retail and plan participants.

Clayborn Mcclinton Sr. is a financial advisor with Vanguard Advisers based in Plano, TX. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Primerica Life Insurance Company. Outside of advisory work, he is involved in managing a trucking dispatch service and works as a delivery driver for grocery and household items. 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 approach using proprietary models to construct portfolios mainly from Vanguard funds and ETFs, offering customization options including tax-aware strategies and ESG choices.

Jose Castillo Rivera is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 66 and Series 63 designations and has worked in various roles within Vanguard Affiliates since 2022. His earlier work experience includes positions at The Wilson Group, self-employment, and several food service businesses. Vanguard Advisers provides both 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 methodologies to construct personalized portfolios primarily from Vanguard funds and ETFs, supported by a large advisor team and digital delivery platform.

Jacob Hoeting is a CFP®-credentialed financial advisor with five years of industry experience, currently affiliated with Vanguard Advisers in Plano, TX. His prior experience includes several roles at Fidelity Investments and Fifth Third Bank. Vanguard Advisers offers automated and human-supported investment advice to 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, supported by digital delivery and a large advisory team.

Johnny Ruffin III is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. He has been involved with Vanguard Marketing Corporation and The Vanguard Group since 2022. Outside of his advisory work, he operates Ruffin Event Co., an event services company. 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, constructing portfolios primarily from Vanguard funds and ETFs and servicing a large client base through a digital platform and advisory team.

Alexis Montoya is a financial advisor at Vanguard Advisers with a Series 66 designation and three years of industry experience. Prior to joining Vanguard, Alexis worked in various roles including at Valeo Financial Advisors and Target. Alexis is also the owner of Fuego Mexican Restaurant LLC in Granbury, TX. 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 approach using proprietary models to create personalized asset allocations, largely utilizing Vanguard funds and ETFs.

Lony Parker is a CFP® professional with 16 years of experience in the financial industry. He currently works at Vanguard Advisers and has prior experience at Fisher Investments and Charles Schwab. 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 approach using proprietary methodologies and offers portfolios primarily composed of Vanguard funds and ETFs, with various customization options.

Brannon Henry is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and four years of industry experience. He previously worked at Fidelity Brokerage Services LLC for four years and has been the owner of B. Henry Signature Homes, a home-building business, since 2017. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios constructed largely from Vanguard funds and ETFs.

Yusef Wakeel is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Outside of finance, he works as a personal trainer at the Frisco Athletic Center. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, employing a goal-based, algorithm-driven approach that incorporates proprietary methodologies and tax-aware features. The firm’s scale and digital delivery model enable it to manage a large number of client relationships with a team servicing structure.

Jordan Johnston is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining Vanguard in 2026, he worked at J.P. Morgan Securities and JPMorgan Chase Bank for seven years, and held positions at New York Life Insurance Company and Edward Jones. Vanguard Advisers delivers investment advice through a combination of automated technology and human support, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary models and Vanguard funds to construct personalized portfolios with tax-aware and customization features.

Maxwell Joakim is a financial advisor at Vanguard Advisers based in Plano, TX, holding a Series 66 designation with four years of industry experience. His work history includes multiple roles within The Vanguard Group and its affiliates since 2022, as well as prior experience in retail and educational settings. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach, using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Sary Benzvi is a CFP®-certified financial advisor with 12 years of industry experience. She currently works at Vanguard Advisers and has previously held roles at Charles Schwab and USAA Investment Management Company. 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 mainly composed of Vanguard funds and ETFs, offering a range of customization options and managing hundreds of thousands of client relationships through its digital platform and team servicing model.