Thomas Colantuno is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Inc. for ten years before joining Financial Engines Advisors L.L.C. in 2023. 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.

Ashley Zephir is a CFP® with 21 years of experience in financial advisory. She is currently with Edelman Financial Engines, where she has worked since 2016, including prior roles at Financial Engines Advisors L.L.C. from 2018 onward. 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 proprietary modeling process combined with planner delivery and online tools, focusing on diversified model portfolios and long-term strategies.

Jonathan Saxon is a financial advisor with Edelman Financial Engines in Towson, MD. He holds a Series 66 designation and has 22 years of industry experience. He has worked with Edelman Financial Engines and its predecessor entities since 2010. 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 model portfolios and both discretionary and non-discretionary investment options.