Charlotte, NC Office

Alexander Hoffman is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Vanguard Advisers, he worked at the Pineville Ice House as a hockey coach and has experience with Vanguard Marketing Corporation and The Vanguard Group. Outside of his advisory role, he coaches hockey at the Pineville Ice House. 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 employs a goal-based, algorithm-driven investment approach using proprietary models and primarily constructs portfolios from Vanguard funds and ETFs.

Jose Amaya Crespo is a financial advisor at Vanguard Advisers with three years of industry experience. His background includes roles at Vanguard Marketing Corporation, The Vanguard Group, the Internal Revenue Service, and the Texas Comptroller of Public Accounts. He holds Series 63, Series 65, and Series 66 credentials. Vanguard Advisers provides investment advice through automated and human-supported services, serving 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 a range of customization options and managing a large client base through its digital platform.

Brennen Davis is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Vanguard Advisers, he worked at Vanguard Marketing Corporation and The Vanguard Group, INC., and has experience in education at several school districts. He also serves as a limited agent performing fiduciary duties for an immediate family member. 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 personalized asset allocations primarily through Vanguard funds and ETFs, serving a large client base via its digital platform and advisory team.

Michael Walsh is a financial advisor at Vanguard Advisers with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Vanguard Advisers, he held roles at Vanguard Marketing Corporation, The Vanguard Group, M&T Bank, Taglich Brothers, and Sotheby's International Realty. Vanguard Advisers serves retail investors and eligible employer-sponsored retirement plan participants through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct diversified portfolios primarily from Vanguard funds and ETFs, offering customization options including ESG and tax-aware strategies.

Tywon Pelzer is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 credentials. In addition to his advisory role, he is the owner and operator of Quality Command Pressure Washing and serves as a Transportation Officer in the Army National Guard. 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. The firm manages a large client base through digital delivery and team servicing, offering a range of customization options including ESG preferences and tax-aware strategies.

Andrea Walser is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Vanguard in 2026, she worked at Quantexa, Inc. for five years and spent extensive time at Merrill and Bank of America Securities. 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 using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, and manages a large client base through a scalable digital platform.

Sean Gelband is a financial advisor with Vanguard Advisers in Charlotte, NC. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Valet King Florida. 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 to create personalized portfolios largely composed of Vanguard funds and ETFs, supported by a large team of advisors managing a high client-to-advisor ratio.

Paul Haley Jr. is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill Lynch, Robinhood, Ameriprise Financial Services, and Northwestern Mutual. He 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 utilizes a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering customization options like ESG and tax-aware features.

Mimi Bauer is a financial advisor at Vanguard Advisers with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Vanguard entities since 2018, along with prior roles including self-employment and positions at Broil, LLC and Five Daughters Salumeria, LLC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, using a goal-based, algorithm-driven approach primarily built around Vanguard funds and ETFs. The firm serves a large client base through a blended digital and team servicing model.

Amani Kayat is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to joining Vanguard, Kayat worked at Loomis Sayles and held various roles at Michigan State University. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s approach combines algorithm-driven, goal-based strategies with portfolios constructed mainly from Vanguard funds and ETFs, offering customization options and tax-aware features.

Mark Merner is a Series 66–registered financial advisor with Vanguard Advisers in Charlotte, NC, with one year of industry experience. Prior to joining Vanguard, he worked at Edward Jones and has involvement with Southeast Casino Parties. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm’s approach is goal-based and algorithm-driven, utilizing proprietary models and primarily Vanguard funds to construct tax-aware, customizable portfolios.

Tyler Park is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Vanguard Advisers, he worked at Lowe’s for two years and has been affiliated with various Vanguard entities since 2023. 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, utilizing proprietary methodologies and primarily Vanguard funds and ETFs to create personalized portfolios.

Thomas Reichelt is a financial advisor with Vanguard Advisers in Charlotte, NC. He holds a Series 66 designation and has two years of industry experience. Prior to joining Vanguard Advisers, he worked at Merrill and Bank of America. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and employer-sponsored retirement plan participants. The firm’s goal-based, algorithm-driven investment approach uses proprietary methodologies and primarily Vanguard funds and ETFs to set personalized asset allocations.

Emily Axtell is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. She has been with Vanguard in various capacities since 2022, including roles at Vanguard Marketing Corporation and The Vanguard Group. Outside of her advisory work, she has past experience with community organizations such as the YMCA. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm’s approach is goal-based and algorithm-driven, using proprietary methodologies to create personalized asset allocations primarily from Vanguard funds and ETFs.

Grant Conway is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Vanguard Advisers and related Vanguard entities since 2026 and held prior roles at Tiaa and Bank of America. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to set personalized asset allocations, primarily constructing portfolios from Vanguard funds and ETFs with various customization options.