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Matthew C
CFP®, Series 63, Series 65, Series 66
Uniondale, NY
Edelman Financial Engines
Matthew Cuiffo is a financial advisor at Edelman Financial Engines with 28 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Cuiffo has been with Edelman Financial Engines and its predecessor entities since 2014. 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, offering both discretionary and non-discretionary investment solutions.
Emil B
CFP®, Series 66
Uniondale, NY
Edelman Financial Engines
Emil Ben David is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He holds the CFP® and Series 66 designations. His prior roles include positions at Fidelity Brokerage Services LLC and affiliated Edelman entities. 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 client base through both advisor-led and online platforms.
Caroline A
CFP®, Series 66
Uniondale, NY
Edelman Financial Engines
Caroline Angell is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2021. Her prior experience includes roles at TIAA-CREF, Bank of America, and Merrill. Edelman Financial Engines provides technology-enabled investment advisory services covering workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers sub-advisory services, serving a large client base through advisor-led and online platforms.
Jovan R
Series 66, Series 63, Series 65
Uniondale, NY
Edelman Financial Engines
Jovan Rashford is a financial advisor with Edelman Financial Engines in Uniondale, NY, holding Series 63, 65, and 66 designations and nine years of industry experience. His prior work includes roles at LPL Financial, Allstate Insurance Company, and New York Life Insurance Company. Edelman Financial Engines offers technology-driven investment advisory and financial planning services to individual and institutional clients, combining proprietary modeling with planner delivery and online tools. The firm manages diversified portfolios and provides both discretionary management and non-discretionary online advice, serving approximately 477,000 clients with a broad range of investment offerings.
Caitlin C
CFP®, Series 63, Series 65
Uniondale, NY
Edelman Financial Engines
Caitlin Chen is a CFP® with 28 years of experience in financial advising, currently with Edelman Financial Engines. Her work history includes positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC dating back to 2010. Edelman Financial Engines offers technology-driven 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, managing diversified portfolios with a long-term focus and serving approximately 477,000 clients across various account types.
Alaine M
CFP®, Series 63, Series 65
Uniondale, NY
Edelman Financial Engines
Alaine Macdougall is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2025. Prior to this, Alaine worked at Financial Engines Advisors L.L.C. and held positions at various firms including Davidov Law Group and Equitable Advisors. Edelman Financial Engines offers technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large client base through advisor-led and online platforms, and provides employer-facing retirement plan consulting and educational resources.
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