Taraneh Mozaffarian is a Certified Financial Planner® with six years of industry experience. She is currently with Edelman Financial Engines and has previously worked at Soundmark Wealth Management, EP Wealth Advisors, and Leaf & Company. Edelman Financial Engines provides technology-enabled investment advisory services for 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 offerings.

William Schultheis is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Soundmark Wealth Management for 16 years. Outside of advising, he is the author of The Coffee House Investor, a book for which he receives royalties. 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, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Benjamin Hicks is a CFP® with five years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2024. He previously worked at Soundmark Wealth Management, LLC, and The Commerce Bank of Washington, Division of Zions Bancorporatio. 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, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.