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Markeith R

Series 63, Series 66

Plantation, FL

Edelman Financial Engines

Markeith Rowley is a financial advisor at Edelman Financial Engines with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several Fidelity entities before joining Edelman Financial Engines in 2019. 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 participant base through both advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Adam K

Series 63, Series 65

Plantation, FL

Edelman Financial Engines

Adam Karron is a financial advisor at Edelman Financial Engines with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Financial Engines Advisors L.L.C. and its predecessor firms since 2011. In addition to his advisory role, he is licensed as a real estate sales associate in 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 proprietary modeling process with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and a long-term investment approach.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Michael G

Series 65

Plantation, FL

Edelman Financial Engines

Michael Gnefkow is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, discretionary management, and non-discretionary online advice.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Glynis B

CFP®, Series 65, Series 63

Plantation, FL

Edelman Financial Engines

Glynis Banhan is a CFP® professional with 12 years of experience in the financial advisory industry. She is currently with Edelman Financial Engines, having previously worked at affiliated firms including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. 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 portfolios, planner-led wealth management, and online tools, managing approximately $326 billion for around 477,000 clients.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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