Cody Draves is a financial advisor at Edelman Financial Engines in Austin, TX, holding a Series 65 license with six years of industry experience. His work history includes multiple roles at Edelman Financial Engines and its predecessor firms, as well as positions at Canoe Intelligence and SS&C Technologies. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios with periodic rebalancing and a long-term investment orientation.

Luke Gerald is a CFP® with six years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Austin, TX since 2024. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Fifth Third Securities, and NYLIFE Securities. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, providing discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term management.

Kay Russell is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds the Series 66 designation and has previously worked at TD Ameritrade from 2014 to 2021. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused 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 both advisor-led and online offerings.

Matthew Ulrick is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. He previously worked at Financial Engines Advisors L.L.C. and TMFS Advisors, LLC. Edelman Financial Engines provides 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 offers sub-advisory services to other financial institutions.

Christopher Kenny is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He has been with the firm since 2018 and previously worked at TD Ameritrade from 2009 to 2018. He holds Series 63 and Series 66 credentials and is based in Austin, TX. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.