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James S

Series 65

Norwood, MA

Edelman Financial Engines

James Scannell is a financial advisor at Edelman Financial Engines with a Series 65 credential. He has varied work experience including roles at Edelman Financial Engines since 2021 and prior positions outside the financial industry. Edelman Financial Engines provides technology-driven 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 options.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Fearghal O

CFP®, Series 63, Series 66

Norwood, MA

Edelman Financial Engines

Fearghal O'riain is a CFP® professional with 27 years of industry experience, currently serving at Edelman Financial Engines. He has worked with affiliated firms since 2014, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Outside of advising, he is a co-owner of rental properties. Edelman Financial Engines provides technology-driven 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, focusing on diversified portfolios, periodic rebalancing, and long-term investment strategies.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Robert A

CFP®, Series 63, Series 66

Norwood, MA

Edelman Financial Engines

Robert Andreola Jr. is a CFP® with 33 years of industry experience, currently serving at Edelman Financial Engines. He has been with the firm or its predecessors since 2016 and has operated Teachers Driving Academy since 2009. 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 management and non-discretionary online advice.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Noah F

Series 63, Series 65

Norwood, MA

Edelman Financial Engines

Noah French is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at various affiliates of Edelman Financial Engines since 2014. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios with a long-term investment orientation.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Mary M

Series 66, Series 63

Norwood, MA

Edelman Financial Engines

Mary Mcgrail is a financial advisor with Edelman Financial Engines in Norwood, MA, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. She has worked at Financial Engines Advisors L.L.C. since 2018 and was previously affiliated with Edelman Financial Services, LLC and EF Legacy Securities, LLC from 2016 to 2018. Outside of her advisory role, she is a landlord managing rental property in Worcester, MA. 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 committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios, discretionary and non-discretionary management, and serves approximately 477,000 clients with $326 billion in assets under management.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Kristine G

Series 66

Norwood, MA

Edelman Financial Engines

Kristine Giovannelli is a financial advisor at Edelman Financial Engines with 21 years of industry experience. She holds a Series 66 designation and has worked with various firms affiliated with Edelman Financial Engines since 2011. 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 proprietary modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Michael M

Series 65, Series 63

Norwood, MA

Edelman Financial Engines

Michael Meuse is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds Series 65 and Series 63 registrations and has worked at Financial Engines Advisors L.L.C., Fidelity Brokerage Services LLC, and Edelman Financial Services, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diverse investment solutions including discretionary management and online advice, managing approximately $326 billion for around 477,000 clients.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Jack L

ChFC®, Series 63, Series 65

Norwood, MA

Edelman Financial Engines

Jack London is a financial advisor at Edelman Financial Engines with 33 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. In addition to his financial career, he serves as an on-call firefighter-EMT and director of emergency management for the Town of Dover, and as a special police officer for the Town of Wellesley. He is also a trustee of the Louis Wolfson Foundation and assists with financial management at London Medical Group, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering diversified portfolios and long-term investment strategies across workplace solutions, wealth management, and retirement income services.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Gabriel G

CFP®, ChFC®, Series 63, Series 66

Norwood, MA

Edelman Financial Engines

Gabriel Goodhope is a CFP® and ChFC® with 25 years of industry experience. He has been with Edelman Financial Engines and its predecessor entities since 2016, including eight years at Financial Engines Advisors L.L.C. prior to the firm's merger. 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, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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