Robbert Siemers is a Series 66-licensed financial advisor at Vanguard Advisers with four years of industry experience. He has worked at various Vanguard affiliates since 2021 and previously held roles at Carroll Financial Associates and Atlas Financial. Outside of finance, he has experience with Carytown Bicycle Company and has worked in education at Virginia Polytechnic and State University as well as James River High School. 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 investment approach. The firm manages portfolios primarily composed of Vanguard funds and ETFs, offering tax-aware features and customization options through a scalable digital platform serving hundreds of thousands of clients.

Antonello Morelli is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. He has been with Vanguard Advisers since 2024 and has prior experience at The Vanguard Group and Vanguard Marketing Corporation. 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 methodologies to create personalized portfolios largely composed of Vanguard funds and ETFs.

Iris Hayes is a financial advisor with Vanguard Advisers, holding a Series 66 designation. She has one year of industry experience and has worked at various Vanguard entities since 2026. Her background includes roles at the Center for Financial Planning and several educational and hospitality-related organizations. 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 utilizing proprietary models and primarily constructs portfolios from Vanguard funds and ETFs.

Phillip Farmer is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2016. His prior roles include work with Charlotte Stealth Baseball and Vanguard Marketing Corporation. 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 composed of Vanguard funds and ETFs.

Anish Patel is a CFP® with 23 years of industry experience, currently serving at Vanguard Advisers since 2002. He holds a Series 63 designation and is based in Charlotte, NC. His entire career has been with The Vanguard Group, Inc. Vanguard Advisers provides both automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and manages portfolios largely composed of Vanguard funds and ETFs.

Sebastian Serrano Santos is a Series 66 credentialed financial advisor with Vanguard Advisers. He has been with Vanguard and related entities since 2026. His prior experience includes roles at Randstad, Bella Brava LLC, The Fresh Market, and the University of South Florida. Vanguard Advisers delivers 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 portfolios largely composed of Vanguard funds and ETFs.

Connor Braun is a CFP® with three years of industry experience, currently serving as an advisor at Vanguard Advisers. He has worked in various roles at Vanguard entities since 2022 and has prior experience including positions at Infrascale and Business Acquisition and Merger Associates. 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 utilizes proprietary models and Vanguard funds and ETFs. The firm is notable for its scale, servicing hundreds of thousands of client relationships through a combination of digital platforms and a large advisor team.

Jason Brooks is a CFP® professional with 19 years of industry experience and has worked at The Vanguard Group, Inc. since 2006. He is based in Charlotte, NC and holds a Series 63 license. Vanguard Advisers provides both 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, largely utilizing Vanguard funds and ETFs, and manages a high volume of client relationships through its digital platform and team servicing model.

Hannah Butler is a financial advisor with Mass Mutual Investors Services holding a ChFC® designation and Series 66 license. She has six years of industry experience, including prior work at FedEx Services. Butler is a board member of the Hickory Ridge Athletic Boosters, where she volunteers and participates in fundraising activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment management services to individuals, business owners, trusts, and charitable organizations. The firm structures its financial planning as annual, collaborative engagements using firm-approved software to analyze client goals and deliver written recommendations.

Franchester McNeill is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999. Prior to that, he worked at Axa Advisors, LLC, and he has also been affiliated with J.B. Oxford since 1996. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model with a focus on tailored client intake processes and offers both advisory and brokerage/insurance channels.

Brandon Koch is a financial advisor at Vanguard Advisers with five years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2021. His earlier work history includes roles outside financial services, such as at Buffalo Wild Wings and the Cedar Rapids Aquatic Association. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, catering to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach featuring proprietary methodologies and portfolios primarily composed of Vanguard funds and ETFs.

Thomas Coakley is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2005. He holds a Series 63 license and operates out of Charlotte, NC. Coakley is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and retirement plan participants. The firm uses a goal-based, algorithm-driven approach to create personalized portfolios primarily composed of Vanguard funds and ETFs, supported by a large advisory team managing hundreds of thousands of client relationships.

Muni Bhambri is a financial advisor with Equitable Advisors, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. His prior roles include positions at UBS Financial Services and TIAA-CREF. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Ben Neill is a CFP® with 24 years of industry experience and is currently with Vanguard Advisers in Charlotte, NC. He has been with The Vanguard Group since 2001, encompassing over two decades of tenure. Vanguard Advisers provides both 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 to create personalized portfolios largely composed of Vanguard funds and ETFs.

Moyosola Aina is a financial advisor at Vanguard Advisers with Series 63 and Series 65 credentials and one year of industry experience. Prior to Vanguard, Aina worked at Boaz Capital LLC and has a background that includes entrepreneurship through ownership of a marketing company, Toppers LLC. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants by providing automated and human-supported investment advice. The firm utilizes a goal-based, algorithm-driven approach featuring proprietary methodologies and primarily invests in Vanguard funds and ETFs.

William Brisley is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with The Vanguard Group since 2007. Vanguard Advisers delivers 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 mainly composed of Vanguard funds and ETFs. The firm’s scale and digital delivery enable it to manage a large client base through a combined automated platform and team servicing model.

Colby Cossette is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation with less than one year of industry experience. Prior to joining the financial sector, Cossette spent 13 years in primary education and has held various roles including at Belmont Abbey College. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines brokerage and advisory solutions and employs research-driven strategies grounded in diversification and modern portfolio theory.

Elizabeth Zimmerman is a financial advisor at Vanguard Advisers with 19 years of industry experience. She has been with The Vanguard Group, Inc. since 2006. She holds Series 63 and Series 66 designations and is based in Charlotte, NC. 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 mainly from Vanguard funds and ETFs, offering tax-aware features and various customization options.

Abbi Seid is a financial advisor at Vanguard Advisers with four years of industry experience. She holds Series 66 and Series 63 licenses and has worked at The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2021. Prior to that, she was employed at CPI Security Inc from 2016 to 2021. 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 to personalize asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisory teams.

Andrew Harris is a CFP® and CFA® with 17 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. His prior roles include positions at Greenway Wealth Advisors, Sapere Wealth Management, and Story Financial Planning, as well as a development consulting role assisting with fundraising at Reformed Theological Seminary. Vanguard Advisers provides both automated and human-supported investment advice for retail investors and eligible retirement plan participants, employing a goal-based, algorithm-driven approach that utilizes Vanguard funds and ETFs. The firm is notable for its scale, managing hundreds of thousands of clients through a high client-per-advisor ratio and offering a range of customizable portfolio options.