Plano, TX 7900 Windrose Ave Office

Omar Tovar is a CFP®-certified financial advisor with 13 years of industry experience. He currently works at Vanguard Advisers and has held previous roles at Charles Schwab, USAA, and Edward Jones. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm combines algorithm-driven, goal-based strategies with personalized asset allocation, mainly using Vanguard funds and ETFs, to manage a large client base through its digital platform and advisory teams.

Jesse Alonzo is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., USAA Investment Services Company, and USAA Financial Advisors, Inc. He also managed a separate business, MDK Fence & Patio LLC, for seven years. 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 to set personalized asset allocations, with portfolios made up mainly of Vanguard funds and ETFs and a range of customization options.

Jalen Walsh is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes positions at United Trust Bank, UBS Asset Management, and roles outside finance such as at the Chicago Bears and Crossroads YMCA. Vanguard Advisers provides automated and human-supported investment advice, serving retail investors and participants in employer-sponsored retirement plans through digital platforms and personalized portfolio management. The firm employs a goal-based, algorithm-driven investment approach largely using Vanguard funds and ETFs, supported by a large team serving a broad client base.

Dylan Delacruz is a CFP® with eight years of industry experience, currently serving at Vanguard Advisers. His prior experience includes roles at Fisher Investments and Merrill Lynch. 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 with customizable tax-aware and ESG options.

Kevin Castaneda is a financial advisor with Vanguard Advisers based in Plano, TX, holding a Series 66 designation and four years of industry experience. He has worked at The Vanguard Group since 2021 and is also the owner of Moncast Tax Services, LLC, where he provides tax preparation services. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. Their investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized, tax-aware portfolios largely composed of Vanguard funds and ETFs.

John Onufreiczuk is a financial advisor at Vanguard Advisers with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Schwab Wealth Advisory, TIAA, Empower Financial Services, Bank of America, Merrill Lynch, and Morgan Stanley. 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 largely Vanguard fund-based portfolios with tax-aware features and customization options.

Laura Thuener is a financial advisor with Vanguard Advisers, holding a Series 66 designation and eight years of industry experience. She has worked at The Vanguard Group since 2025 and previously held positions at Charles Schwab Bank, Charles Schwab & Co., Inc., and Fidelity Investments. 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 investment approach focused on personalized asset allocations. The firm manages a large client base through a combination of digital platforms and advisor teams, offering portfolios primarily composed of Vanguard funds and ETFs with various customization options.

Michael Foltmer is a financial advisor at Vanguard Advisers with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Fidelity, Northwestern Mutual, Avantax, Waddell & Reed, and Fairway Independent Mortgage 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 investment approach using proprietary models to create personalized portfolios largely comprised of Vanguard funds and ETFs.

Xavier Martinez is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and nine years of industry experience. He has been with Vanguard Advisers since 2020 and has been affiliated with related Vanguard entities since 2016. Prior to that, he worked at AMC Theatres from 2014 to 2016. Vanguard Advisers offers 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 investment approach using proprietary models to personalize asset allocations, with portfolios primarily composed of Vanguard funds and ETFs.

Patrick Rosborough is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Before joining Vanguard Advisers, he worked at JPMorgan Chase Bank and Northwestern Mutual. His background also includes roles in marketing and self-employment. Vanguard Advisers provides both automated and human-supported investment advice primarily to retail investors and qualified retirement plan participants. The firm’s investment approach is goal-based and algorithm-driven, employing proprietary models to set personalized asset allocations and constructing portfolios mainly with Vanguard funds and ETFs.

Jeffrey Skousen is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Charles Schwab, Edward Jones, USAA Investment Management Company, and USAA Financial Advisors. Outside of his advisory work, he is involved in managing a rental property. 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 investment approach using proprietary methodologies and predominantly Vanguard funds and ETFs.

Jose Maceda is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His background includes roles at J.P. Morgan Securities, Robinhood, TD Ameritrade, and Wells Fargo before joining Vanguard in 2025. 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 approach using proprietary models to set personalized asset allocations, managing a large scale of client relationships through a combination of digital platforms and advisory teams.

Lora Leavenworth is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 licenses and 22 years of industry experience. Her prior experience includes roles at Fisher Investments, Homer Inc. dba Integrity Wealth Advisors, LPL Financial, Financial Advocates Investment Management, Tieton Capital Management, and Capstone Wealth Management Group. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans through its Digital Advisor and Personal Advisor services. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily constructs portfolios from Vanguard funds and ETFs, offering tax-aware features and customization options.

Daniel Martinez is a financial advisor with Vanguard Advisers, holding a Series 66 license and two years of industry experience. His work history includes roles at various Vanguard entities since 2023, along with prior experience at Sherwin Williams and Texas Tech University. 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, with portfolios largely composed of Vanguard funds and ETFs.

Jacob Tipoff is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 credentials and one year of industry experience. His prior experience includes roles at PFS Investments, Inc. and Primerica Financial Services. Outside of his financial career, he has been involved with multiple United Methodist Church organizations and has experience in music education through the Frisco School of Music. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans with a goal-based, algorithm-driven investment approach that utilizes proprietary models and primarily Vanguard funds and ETFs. The firm manages a large number of client relationships through a combination of automated platforms and a team service model.