Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Dylan M
Series 63, Series 65
Plano, TX
Vanguard Advisers
Dylan Moore is a financial advisor at Vanguard Advisers with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Fidelity Investments and has experience outside finance with the Orange County Sheriff's Department. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios constructed mostly from Vanguard funds and ETFs.
Peter J
Series 66
Plano, TX
Vanguard Advisers
Peter Jay is a financial advisor at Vanguard Advisers with two years of industry experience and holds the Series 66 designation. Prior to joining Vanguard, he worked at Merrill and Bank of America. Outside of his advisory role, he owns and operates a family farm involved in raising livestock, poultry, and gardening. Vanguard Advisers offers 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 employs a goal-based, algorithm-driven approach to asset allocation, utilizing proprietary methodologies and primarily Vanguard funds and ETFs in its portfolios.
Artesian Y
Series 66
Plano, TX
Vanguard Advisers
Artesian Young is a financial advisor at Vanguard Advisers with a Series 66 designation and approximately one year of industry experience. Prior to joining Vanguard Advisers, Young held roles at firms including Charles Schwab, Bank of America, and Ameriprise Financial Services. Vanguard Advisers provides automated and human-supported investment advice through services such as Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach focused on personalized asset allocations and portfolios largely constructed from Vanguard funds and ETFs.
Ardarius S
Series 63, Series 66
Plano, TX
Vanguard Advisers
Ardarius Singleton is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Brokerage Services and Vanguard-affiliated firms. His background also includes roles in education and nonprofit organizations. Vanguard Advisers provides 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 employs a goal-based, algorithm-driven investment approach using proprietary models, with portfolios constructed mainly from Vanguard funds and ETFs.
Aidan L
Series 66
Plano, TX
Vanguard Advisers
Aidan Little is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he worked at Lamplighters Investment Advisors and held various roles in financial and educational organizations. 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 utilizes a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering tax-aware features and customization options.
Christanoelle U
Series 63, Series 65
Plano, TX
Vanguard Advisers
Christanoelle Ume is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and having 10 years of industry experience. Her career includes roles at Merrill and multiple positions within the Vanguard organization. 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 constructed mainly from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital delivery and advisor support.
Marcel L
Series 66
Plano, TX
Vanguard Advisers
Marcel Levi is a Series 66 credentialed advisor with Vanguard Advisers, based in Plano, TX. He has been with Vanguard Advisers and affiliated Vanguard entities since 2026. Prior to that, he held positions at International AM, Northwestern Mutual, and in educational and catering roles in Singapore. 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 create personalized asset allocations primarily composed of Vanguard funds and ETFs.
Niveniece T
Series 63, Series 66
Plano, TX
Vanguard Advisers
Niveniece Turner is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Vanguard in various capacities since 2016. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach combines goal-based, algorithm-driven methodologies with portfolios constructed primarily from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.
Carl B
Series 63, Series 65, Series 66
Plano, TX
Vanguard Advisers
Carl Barnhart is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Fisher Investments, J.P. Morgan Securities, Fidelity Investments, and Frost Bank. 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 employs a goal-based, algorithm-driven investment approach using proprietary models and offers portfolios constructed mainly from Vanguard funds and ETFs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters