Zachary Ellis is a financial advisor with Edelman Financial Engines, holding a Series 65 license and one year of industry experience. Prior to his current role, he worked at J Arnold Wealth Management and Valmark Financial Group. Outside of finance, Ellis has worked as a bartender at Homestead Kitchen and Cocktails. Edelman Financial Engines offers 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, providing a range of discretionary and non-discretionary investment management solutions.

Charles Rapp is a financial advisor at Edelman Financial Engines in Oklahoma City, OK, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC before joining Financial Engines Advisors L.L.C., which later became part of Edelman Financial Engines. 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, offering both discretionary management and non-discretionary online advice, and manages a large scale of client assets with a diversified and long-term investment approach.