Gregory Dexheimer is a financial advisor with Edelman Financial Engines in Harrisburg, PA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Scottsdale Securities, Inc. for 20 years before joining Financial Engines Advisors L.L.C. in 2018. Outside of his advisory role, he is a co-owner of a Dream Vacations travel agency franchise with his wife. 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 platforms.

Harry Berman is a financial advisor with Edelman Financial Engines based in Harrisburg, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Financial Engines Advisors L.L.C. since 2016 and prior experience at The Mutual Fund Store and Cetera Investment Services LLC. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven model and planner delivery combined with online tools, emphasizing diversified portfolios, regular rebalancing, and long-term investment strategies.