Blake Jones is a financial advisor at Edelman Financial Engines in Phoenix, AZ, with four years of industry experience and a Series 65 credential. Prior to joining Edelman Financial Engines in 2025, he worked at Financial Engines Advisors L.L.C. from 2021 to 2025. Outside of his advisory role, he has worked as an on-demand delivery driver for Uber Eats and Amazon Flex since 2020. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of workplace and planner-led wealth management solutions, combining proprietary modeling with planner delivery and online tools, managing approximately $326 billion for about 477,000 clients.

David Shachory is a financial advisor at Edelman Financial Engines in Phoenix, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. His work history includes roles at Edelman Financial Engines and Financial Engines Advisors L.L.C., as well as previous positions outside finance at companies such as DoorDash and Flatiron School. 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 diversified portfolios and both discretionary and non-discretionary investment options.

Ryan Becerra is a Series 65-licensed financial advisor at Edelman Financial Engines with four years of industry experience. He has worked at Edelman Financial Engines since 2026 and previously at Financial Engines Advisors L.L.C. from 2022 to 2026. His background also includes roles at ZipRecruiter Inc and Swiftpage. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified, long-term oriented investment solutions across various account types.

David Ankrom is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines and its successor firms since 2007. Based in Phoenix, AZ, he joined Edelman Financial Engines in 2025. Edelman Financial Engines offers technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through a combination of advisor-led and online platforms.

Nathan Bardin is a financial advisor with Edelman Financial Engines in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with Financial Engines Advisors L.L.C. and Financial Engines Advisor, LLC for the past decade. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary models with planner delivery and online tools, managing diversified portfolios with a long-term focus and serving approximately 477,000 clients.

Eric Tanita is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2017 and previously spent six years at The Vanguard Group, Inc. He holds Series 63 and Series 65 designations and is based in Phoenix, AZ. 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 and non-discretionary investment management with an emphasis on diversified portfolios, periodic rebalancing, and a long-term investment approach.

Gabriel Benavides is a financial advisor with Edelman Financial Engines in Phoenix, AZ, holding a Series 66 designation and six years of industry experience. His career includes roles at Edelman Financial Engines and Financial Engines Advisors L.L.C., as well as earlier experience with Equitable Advisors and AXA Advisors. Prior to his financial services career, he worked for the California Department of Food and Agriculture. 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 model portfolios, discretionary and non-discretionary management, and serves approximately 477,000 clients with $326 billion in assets under management.

David Black is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Merrill from 2014 to 2018. Since 2018, he has been with Financial Engines Advisors L.L.C., now part of Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Elyse Poulos is a financial advisor at Edelman Financial Engines with five years of industry experience. She holds a Series 65 designation and has worked at several firms, including Financial Engines Advisors L.L.C. and Edelman Financial Engines since 2021. Prior to her advisory career, she was employed in various roles across industries such as insurance and healthcare. 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 options with a focus on diversified portfolios and long-term strategies.

Nicholas Luitgaarden is a financial advisor at Edelman Financial Engines with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Vanguard Group and CCO Capital. Outside of advising, he is an owner and partner of NW Property Network, a residential real estate business. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Sean Bowers is a financial advisor at Edelman Financial Engines in Phoenix, AZ, holding a Series 65 designation with four years of industry experience. He previously worked at USAA from 2010 to 2020 and has been with Edelman Financial Engines since 2021. Edelman Financial Engines provides technology-enabled investment advisory services focusing on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and serves a large client base through both advisor-led and online platforms.

Mark Kowalek is a financial advisor with Edelman Financial Engines in Phoenix, AZ, holding Series 63 and Series 65 licenses. He has 17 years of industry experience and has been with Financial Engines since 2008. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Luigi Derose is a financial advisor at Edelman Financial Engines with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Financial Engines Advisors L.L.C. since 2016. Outside of advising, he is the managing member of Gallery Home Concepts, LLC, a company that is no longer conducting business. 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 both discretionary and non-discretionary management with an emphasis on diversified model portfolios, periodic rebalancing, and long-term orientation.

Karson Kobashi is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. His prior work includes roles at various companies such as Toyota, Abzena / Kingtech Consulting, and Lucille's BBQ. Outside of advisory work, he has been involved with Pickleball Kingdom. 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 options.

Stewart Deregt is a financial advisor at Edelman Financial Engines in Phoenix, AZ, holding a Series 66 designation. He has been in the industry since 2025, with prior experience at Merrill and a business role at Big Brand Tire and Service / Majco LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.

Clinton Stanley is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Financial Engines Advisors L.L.C. since 2012. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Rosh Mangalat is a CFP®-certified financial advisor with 15 years of industry experience, currently with Edelman Financial Engines in Phoenix, AZ. His prior experience includes roles at The Vanguard Group and Vista Monterey c/o FirstService Residential. 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 a focus on diversified portfolios and long-term strategies.

Christian Travelle is a Series 65-registered advisor at Edelman Financial Engines in Phoenix, AZ, with one year of industry experience. His prior work includes roles outside the financial industry, such as positions at Culinary Dropout and KD Rise, as well as teaching experience at Arizona State University and local schools. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individuals, retirement-plan participants, and institutions. The firm uses a committee-driven modeling process combined with planner support and online tools to offer diversified portfolios, discretionary and non-discretionary management, and specialized exposures including direct-indexing and thematic digital-asset strategies.

Lynn Lathrop is a financial advisor at Edelman Financial Engines with 22 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Financial Engines Advisors L.L.C. since 2017, with prior experience at ARTTOONS and The Vanguard Group. 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 diversified portfolios with a long-term approach and serving approximately 477,000 clients.

Heath Hanchey is a financial advisor at Edelman Financial Engines with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch, Pierce Fenner and Smith. He has been with Financial Engines Advisors L.L.C. since 2017. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.

James Cook is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds the Series 66 designation and previously worked for THE Vanguard Group, Inc. for 10 years. Outside of his advisory role, he owns Willa Dean Farms, LLC, a web-based retail business selling goat milk soap products. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Zachary Devine is a financial advisor at Edelman Financial Engines with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in advisory roles at Edelman Financial Engines and Mercer Global 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 modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term strategies.

Gerald Penegor Jr. is a financial advisor at Edelman Financial Engines with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors, L.L.C. since 2013. The firm provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. Edelman Financial Engines manages model-based and customized portfolios, offers sub-advisory services, and serves a large client base through both advisor-led and online platforms.

Mitchel Wanalista is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds a Series 65 designation and has previously worked at Equitable Advisors and was involved with the Baseball Club of Seattle. 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 modeling process with planner delivery and online tools, offering diversified model portfolios, discretionary management, and a range of retirement and workplace solutions.

Kurt Finchum is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Vanguard Group and Financial Engines Advisors L.L.C. Outside of his advisory role, he is a freelance musician and bandleader. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios. The firm serves a large client base through advisor-led and online offerings and supports other financial institutions via sub-advisory services.

Justine Gidaro is a financial advisor at Edelman Financial Engines with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Financial Engines Advisors L.L.C. since 2013. Edelman Financial Engines provides technology-enabled investment advisory services to workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Octavio Torres is a financial advisor with Edelman Financial Engines in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2011. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Justyn Delgadillo is a Series 65 licensed financial advisor with 10 years of industry experience. He has worked at Financial Engines Advisors L.L.C., now part of Edelman Financial Engines, since 2015. Edelman Financial Engines provides technology-enabled investment advisory services to workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages customized and model-based portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Kile Weaver is a financial advisor at Edelman Financial Engines in Phoenix, AZ, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management, Kestra Financial, Foresters Financial, and Amazon. Weaver is also involved with Hybrid Retirement Solutions, LLC, operating under Oxford Retirement & Estate. 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, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management solutions.

Julian Peters is a financial advisor at Edelman Financial Engines in Phoenix, AZ, holding Series 63 and Series 65 licenses with 13 years of industry experience. He previously worked at THE Vanguard Group, Inc. before joining Financial Engines Advisors L.L.C., which later became part of Edelman Financial Engines. Outside of his advisory role, he is an owner of a rental property managed by a third-party company. Edelman Financial Engines provides technology-driven investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm combines model-based and customized portfolios with both advisor-led and online offerings, serving a large client base through a mix of discretionary and non-discretionary programs.

James Halloran is a financial advisor at Edelman Financial Engines with eight years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2017. Prior to his advisory role, he was involved with Historic Brewing Co and Arizona Snowbowl. 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 proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options with a focus on diversified portfolios and long-term strategies.

Ryan Zeifert is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group from 2007 to 2018. Since 2018, he has been with Financial Engines Advisors L.L.C., which is part of Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Jonathan Schneringer is a financial advisor at Edelman Financial Engines with five years of industry experience and a Series 65 credential. He has been with Edelman Financial Engines since 2021. Outside of advising, he works as a real estate agent and is also a delivery driver for Doordash. 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 management with a focus on diversified portfolios, periodic rebalancing, and long-term investment orientation.

John Czelusniak Jr. is a financial advisor at Edelman Financial Engines in Phoenix, AZ, holding a Series 65 designation with four years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2021 and has prior experience at Infosys BPM, Randstad, Consolidated Container Company, Costco, and Amazon. Outside of finance, he operated a handyman business for six years. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

William Mcelroy is a financial advisor with Edelman Financial Engines based in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, including 10 years with Financial Engines Advisors L.L.C. at the same firm. 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 diversified model portfolios and both discretionary and non-discretionary management options.

Indigo Carroll is a financial advisor at Edelman Financial Engines based in Phoenix, AZ, holding the Series 66 designation. Carroll has experience in various industries through roles at firms including LPL Financial, Vanguard Marketing Corporation, The Vanguard Group, Inc., and several healthcare and technology companies. Carroll’s industry experience as a financial advisor is currently recorded as zero years. 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 modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and a long-term investment orientation.

Christopher Caposey is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2017 and at The Vanguard Group from 2014 to 2017. Edelman Financial Engines provides technology-driven investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Landon Perry is a financial advisor at Edelman Financial Engines with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Financial Engines Advisors L.L.C., Quicken Loans/Rocket Mortgage, and Charles Schwab. Perry’s background also includes time at an aviation flight school. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a combination of proprietary modeling, planner delivery, and online tools to provide diversified portfolios with both discretionary and non-discretionary management, serving approximately 477,000 clients.

Christopher Krznarich is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds a Series 65 designation and has worked within the firm and its predecessor entities since 2017. Prior to entering financial advising, he was employed at the University of Phoenix for six years. 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 management and non-discretionary online advice with an emphasis on diversified model portfolios and long-term investment strategies.

Trent Davidson is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds a Series 66 designation and has worked at Financial Engines Advisors L.L.C. since 2017, with a brief tenure at Fidelity Investments in 2016-2017. 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 and non-discretionary investment options.

Kyle Evans is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edelman Financial Engines and its predecessor firms since 2018, following seven years at Scottrade. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers diversified model portfolios and combines proprietary modeling with planner delivery and online tools, managing approximately $326 billion for around 477,000 clients.

Matthew Kovarik is a financial advisor at Edelman Financial Engines in Phoenix, AZ, holding a Series 66 designation with 11 years of industry experience. He has worked with Financial Engines Advisors L.L.C. in various roles since 2016 and was previously with Equitable 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 modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term strategies.