Justin Kattau is a financial advisor at Edelman Financial Engines with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Financial Engines Advisors L.L.C., PNC Wealth Management, Waddell & Reed, and Fidelity. Outside of advisory services, he is the vice president of K and M Acres, a farming business. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions focused on diversified portfolios and long-term results.

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.