Nathan Baldwin is a CFP® and CFA® with 24 years of industry experience. He is currently an advisor at Edelman Financial Engines and has previously worked at firms including Commonwealth Financial Network and PRW Wealth Management LLC. Baldwin serves as a non-trustee member of the investment committee for the Judge Baker Children’s Center, a nonprofit focused on children’s developmental and emotional well-being. Edelman Financial Engines offers technology-enabled investment advisory services for 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 platforms.

Stephanie Manchon is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including PRW Wealth Management, Lion Street Financial, and TIAA-CREF. 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 serves a large client base through both advisor-led and online offerings.

Elliot Herman is a CFP® with over 32 years of industry experience, currently advising at Edelman Financial Engines. His prior roles include positions at Financial Engines Advisors L.L.C., PRW Wealth Management LLC, and Lion Street Financial, LLC. He serves on several nonprofit boards and committees, including as Treasurer and head of the Finance Committee at One Family, Inc., and provides pro bono financial coaching to cancer patients through the FPA/Dana Farber Coaching Program. Edelman Financial Engines delivers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm combines proprietary modeling with planner-led guidance and online tools, managing diversified portfolios with a long-term focus while operating as a fiduciary under ERISA and DOL guidelines.

Debra Burns is a financial advisor at Edelman Financial Engines with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Lion Street Financial, PRW Wealth Management, and Mcguire Financial Services. 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 serves a large client base through both advisor-led and online platforms.