Michael Biancosino is a CFP® with four years of industry experience, currently advising at Edelman Financial Engines. His prior roles include positions at Fidelity Investments and Financial Engines Advisors L.L.C. In addition to his financial career, he has worked in various capacities including at the University of San Diego and in recreational services. Edelman Financial Engines offers 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, emphasizing diversified portfolios, periodic rebalancing, and long-term investment strategies.

Drake Hogan is a financial advisor with Edelman Financial Engines in Federal Way, WA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at The Vanguard Group, Merrill, Bank of America, and several wealth management firms. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven investment process with diversified model portfolios and provides both discretionary and non-discretionary management through a range of service channels.

John Carty Jr. is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Edelman Financial Engines since 2025 and previously held roles at Financial Engines Advisors L.L.C. and TMFS Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term strategies.

Dimas Lizardo is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edelman Financial Engines and its predecessor, Financial Engines Advisors L.L.C., since 2013. Lizardo is the sole shareholder and former president of two inactive real estate businesses but does not draw income from these activities. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of solutions including planner-led wealth management and online advice, employing a committee-driven modeling process and diversified portfolios with a long-term orientation.

Douglas Smith is a financial advisor at Edelman Financial Engines with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at E*TRADE Capital Management LLC and E*TRADE Securities LLC. 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 and supports a large client base through both advisor-led and online offerings.

Robert Aceves is a financial advisor with Edelman Financial Engines in Federal Way, WA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked with affiliated firms including Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC since 2015. 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 diversified portfolios with a long-term orientation and operates as a fiduciary under ERISA and applicable Department of Labor guidance.

Norman Thomson is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Financial Engines Advisors L.L.C. since 2016, following a two-year tenure at Tmfs Advisors, Llc. 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.