Alex Pinn is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. He previously worked at Northwestern Mutual in various roles from 2013 to 2022. 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 offerings.

Michael Morgante is a financial advisor with Edelman Financial Engines in Clifton Park, NY, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He has been with Financial Engines Advisors L.L.C. since 2016 and worked previously at Tmfs Advisors, LLC for one year. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and fiduciary management under ERISA for a large client base.

Kenneth Parow Jr. is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds a Series 66 designation and has previously worked at Financial Engines Advisors L.L.C., Bank of America, Merrill, and Citizens Bank. Outside of finance, he also works as a bartender at Active Ingredient Brewing Company in Malta, New York. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary management solutions focused on diversified portfolios and long-term investment strategies.