Dean Hessler is a CFP® professional with 17 years of experience in the financial advisory industry, currently with Edelman Financial Engines in Madison, WI. He has worked at Financial Engines Advisors L.L.C. since 2016 and has prior experience with The Mutual Fund Store and Amcore Investment Services. Hessler serves as Treasurer on the FUS Foundation Board, overseeing financial activity for authorized church groups. 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 committee-driven, proprietary modeling process with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and a long-term investment approach.

Karen Epp is a Series 65-licensed financial advisor at Edelman Financial Engines in Madison, WI, with seven years of industry experience. She has worked at Edelman Financial Engines since 2019 and previously held roles at Tapps Island Association, The Clarius Group, and Worthy Hotels/Davenport Hotel Collection. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual and institutional clients, offering a range of workplace solutions, planner-led wealth management, and retirement income services. The firm uses a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified model portfolios, periodic rebalancing, and a long-term investment orientation.