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Grayson M

Series 66

Plano, TX

Vanguard Advisers

Grayson Matthews is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Vanguard, he worked at Charles Schwab & Co., Inc. and was involved in broadcasting as the creator of The Fantasy Football Film Room, a social media channel focused on football content. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s goal-based, algorithm-driven approach uses proprietary methodologies to create personalized portfolios largely composed of Vanguard funds and ETFs, emphasizing digital delivery and scalability.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Andre L

Series 63, Series 66

Plano, TX

Vanguard Advisers

Andre Lafleur is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Vanguard in 2025, he worked at Fidelity Investments from 2022 to 2025. Outside of his advisory role, Lafleur is the owner of Lafleur Opportunities, LLC, a fitness content creation business. 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. The firm manages a large client base through a combination of digital platforms and advisor teams, offering portfolios primarily constructed from Vanguard funds and ETFs with multiple customization options.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Timol L

Series 63, Series 65

Plano, TX

Vanguard Advisers

Timol Liggans Jr. is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Fisher Investments, Charles Schwab, TD Ameritrade, Fidelity Investments, and Penn Mutual South. He is co-owner of The Liggans Company LLC and Studio 213 Corporation, both currently non-operational business entities. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach with proprietary models and offers portfolios mainly constructed from Vanguard funds and ETFs, featuring tax-aware and customizable options.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Steven T

Series 63, Series 65, Series 66

Plano, TX

Vanguard Advisers

Steven Trevor is a financial advisor with Vanguard Advisers, holding Series 63, 65, and 66 credentials and 33 years of industry experience. He has worked with Vanguard entities since 2021 and previously held roles at Charles Schwab and USAA Financial Services. Outside of finance, he is involved with US Nail Spa. Vanguard Advisers offers 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 and manages a large client base through a high client-to-advisor ratio.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Katie B

Series 66

Plano, TX

Vanguard Advisers

Katie Baillargeon is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. She has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2022, with prior experience at Kohls, Texas Tech University, The Geneva Foundation, and the University of Washington - Tacoma. Vanguard Advisers provides automated and human-supported investment advice through services like Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary methodologies and primarily Vanguard funds and ETFs to create personalized portfolios.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Andrew H

Series 63, Series 66

Plano, TX

Vanguard Advisers

Andrew Hornung is a financial advisor with Vanguard Advisers based in Plano, Texas. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Vanguard in 2022, Hornung worked at Northwestern Mutual and held various self-employed roles. 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 composed of Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Jason G

Series 66

Plano, TX

Vanguard Advisers

Jason Gregg is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and 13 years of industry experience. His career includes roles at TD Ameritrade and a period as a self-employed advisor prior to joining Vanguard in 2026. Vanguard Advisers delivers 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’s investment approach combines goal-based and algorithm-driven strategies, utilizing proprietary models and Vanguard funds to provide customized, tax-aware portfolios at scale.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Henry N

Series 63, Series 66

Plano, TX

Vanguard Advisers

Henry Nguyen is a financial advisor with Vanguard Advisers in Plano, TX. He holds Series 63 and Series 66 designations and has two years of industry experience. His prior work includes roles at Robinhood Asset Management, J.P. Morgan Securities, Charles Schwab, and TD Ameritrade. 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 range of customization options and tax-aware features.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Lance P

Series 66

Plano, TX

Vanguard Advisers

Lance Perry is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at The Vanguard Group, Fidelity, and First Command Financial Services. Outside of his advisory work, he hosts a lifestyle and humor podcast, works as a photographer with Perry Creative Photography, and is a self-employed yoga instructor. Vanguard Advisers provides 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 approach, constructing portfolios mainly from Vanguard funds and ETFs, and manages a large client base through its digital platform and extensive team of advisors.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Elijah F

Series 63, Series 65

Plano, TX

Vanguard Advisers

Elijah Fleming is a financial advisor at Vanguard Advisers in Plano, TX, holding Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at Frost Bank and Wells Fargo. 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 personalized asset allocations, constructing portfolios mainly from Vanguard funds and ETFs, supported by a large team of advisors and a scalable digital platform.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Logan Y

Series 63, Series 66

Plano, TX

Vanguard Advisers

Logan Young is a financial advisor at Vanguard Advisers with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Flagship Asset Services and Denizens Brewing Co. He is also the owner of Roadway Insurance Group, LLC, a property and casualty insurance business. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, focusing primarily on 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, offering customization and tax-aware features.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Tyler K

Series 63, Series 66

Plano, TX

Vanguard Advisers

Tyler Klosinski is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior work includes roles at Wells Fargo Clearing, TD Ameritrade, and Fidelity. 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 largely constructed from Vanguard funds and ETFs, combining digital delivery with team-based servicing across a large client base.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Tyler K

Series 63, Series 66

Plano, TX

Vanguard Advisers

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.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Devin B

Series 63, Series 66

Plano, TX

Vanguard Advisers

Devin Baker I is a financial advisor at Vanguard Advisers with two years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Bank of America, Merrill Lynch, Morgan Stanley, and Allstate. 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 portfolios primarily composed of Vanguard funds and ETFs, offering various customization options and managing a large client base through its digital platform and extensive advisor team.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Christopher T

Series 66

Plano, TX

Vanguard Advisers

Christopher Thomas is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 14 years of industry experience. He has worked at firms including Morgan Stanley and USAA in various financial planning and advisory roles. Since 2023, he has served 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 through digital and personal advisor services, serving retail investors and employer-sponsored retirement plan participants. Its investment approach is goal-based and algorithm-driven, utilizing proprietary models and primarily Vanguard funds and ETFs to create personalized portfolios with various tax-aware and customization features.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Patrick H

Series 66

Plano, TX

Vanguard Advisers

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.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Macy R

Series 66

Plano, TX

Vanguard Advisers

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.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Shane O

Series 63, Series 65, Series 66

Plano, TX

Vanguard Advisers

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.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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David S

Series 63, Series 65

Plano, TX

Vanguard Advisers

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.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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J C

Series 66

Plano, TX

Vanguard Advisers

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.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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