Luz Fuentes is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds a Series 66 designation and has previously worked at Kestra Advisory Services, Kestra Investment Services, HUB International, Summit Wealth Partners, Pershing LLC, and the University of Central Florida. 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 modeling process with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options with a focus on diversified model portfolios and long-term investment orientation.

Dorath Chamarthi is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds Series 65 and Series 63 licenses. His previous roles include positions at Tapfin/EY, MML/Coastal Wealth, Empower Retirement, and Florida Financial Advisors. 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.