Sophia Mackey is a financial advisor at Edelman Financial Engines with 26 years of industry experience. She holds a Series 65 designation and previously worked at Financial Engines from 1998 to 2024 before joining Edelman Financial Engines. Outside of her advisory role, she co-owns an investment business with her husband focused on managing personal and family retirement and college savings. 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, supports a large client base through advisor-led and online offerings, and operates a range of discretionary and non-discretionary programs.

Sara Kula is a Series 65-licensed financial advisor at Edelman Financial Engines with seven years of industry experience. She has worked at Financial Engines Advisors, L.L.C. since 2019 and previously held roles at Edward Jones and Macy's. 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 modeling with planner delivery and online tools, offering diversified portfolios and a mix of discretionary and non-discretionary management options.