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Justin K

Series 63, Series 66

Dayton, OH

Edelman Financial Engines

Justin Kattau is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He has held positions at Financial Engines Advisors L.L.C. since 2016 and previously worked at Tmfs Advisors, LLC. Outside of his advisory role, he serves as Vice President of a farming business. 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.

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

Series 63, Series 65

Dayton, OH

Edelman Financial Engines

David Bailey is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Financial Engines Advisors, Cinfed Federal Credit Union, LPL Financial, Fifth Third, and Scottrade. 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 client base through both advisor-led and online offerings.

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