Steven Bermack is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, 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 employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice.

Robert Barbuto is a financial advisor at Edelman Financial Engines with 23 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at several firms including Charles Schwab, Fidelity, and Merrill. Barbuto has been with Edelman Financial Engines and its predecessor entities since 2022. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm’s approach includes diversified model portfolios, periodic rebalancing, and a combination of discretionary and non-discretionary advisory services, managing approximately $326 billion for nearly 477,000 clients.