Nicholas Lee is a financial advisor with Edelman Financial Engines in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Raymond James & Associates and Pruco Securities LLC. Outside of finance, he has work experience at Nordstrom and attended the University of Oregon. 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 participant base through both advisor-led and online platforms.

Khalil Ben Hamadi is a financial advisor at Edelman Financial Engines with a Series 65 designation and one year of industry experience. Prior to joining Edelman Financial Engines, he held roles at Curbstand and the University of California, Los Angeles. He is a managing partner of an LLC called Loomora, though he no longer actively devotes time to this business. 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 participant base through both advisor-led and online offerings.