Plano, TX Office

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 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 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 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 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 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 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 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 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.