Jonathan Sagil is a Series 65-licensed financial advisor with two years of industry experience. He has worked at Edelman Financial Engines since 2025, following a year at Fisher Investments. Prior to his finance career, he spent several years in the automotive and golf course industries. 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 across a diverse range of investment products.

Kenneth Robinson II is a financial advisor with Edelman Financial Engines, holding a Series 65 designation and two years of industry experience. His prior roles include positions at UMortgage LLC, Lincoln Lending Group, ROCKET Mortgage, and Suncoast Credit Union. He is also employed by Loan Factory, Inc., where he provides residential mortgage financing services. Edelman Financial Engines offers 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 platforms.