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Clayton E

CFP®, Series 63, Series 66

Colorado Springs, CO

Edelman Financial Engines

Clayton Ernst is a CFP® with 31 years of industry experience, currently serving at Edelman Financial Engines in Colorado Springs, CO. He has worked with Financial Engines Advisors L.L.C. since 2018 and was previously with EF Legacy Securities, LLC and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm’s investment process emphasizes diversified model portfolios, long-term orientation, and fiduciary responsibility under ERISA, offering a range of discretionary and non-discretionary advice supported by proprietary modeling and planner delivery.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Gary M

Series 63, Series 65

Colorado Springs, CO

Edelman Financial Engines

Gary Mills is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2016, with a prior one-year tenure at Tmfs Advisors, LLC. Mills is based in Colorado Springs, CO. Edelman Financial Engines provides technology-enabled investment advisory services primarily for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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