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Shawn M
Series 63, Series 65
Charlotte, NC
Edelman Financial Engines
Shawn Mccutchan is a financial advisor with Edelman Financial Engines in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at TMFS Advisors, LLC. Shawn serves as a board member for the Fellowship of Christian Athletes, a 501(c)(3) nonprofit organization. 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 platforms.
Austin K
Series 63, Series 65
Charlotte, NC
Edelman Financial Engines
Austin Konecke is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He has been with Financial Engines Advisors L.L.C. since 2016 and previously worked at Tmfs Advisors, LLC. He holds Series 63 and Series 65 licenses and is based in Charlotte, NC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with a focus on diversified portfolios and long-term strategies.
Daniel H
Series 63, Series 66
Charlotte, NC
Edelman Financial Engines
Daniel Humphrey Jr. is a financial advisor with Edelman Financial Engines in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., PNC Investments, and Prudential Insurance Company of America. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.
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