Stephen Sassi is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Charles Schwab and Financial Engines Advisors L.L.C. prior to his current role. Edelman Financial Engines offers technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, provides sub-advisory services, and serves a large client base through advisor-led and online platforms.

Jack Forjan is a financial advisor with Edelman Financial Engines based in Brooklyn, NY. He holds a Series 65 credential and has experience across several firms, including Costar Group, Northwestern Mutual, and McAdam LLC. Prior to his advisory roles, he worked at James Madison University and Starbucks. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary investment options.

Gregory Colonna is a CFP® professional with 15 years of experience in financial advisory. He is currently with Edelman Financial Engines and has previously worked at Sanders Morris Harris Inc. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory services focusing on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Houston Scott is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America and Merrill. Edelman Financial Engines offers technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios. The firm serves a large client base through advisor-led and online platforms and operates a mix of discretionary and non-discretionary investment programs.

Anthony Estrada is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior experience includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Thornburg Investment Management. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.