Brady Ruth is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors LLC. Prior to his advisory career, he was employed at Swenson's Drive Inns and has experience in educational settings. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management services with an emphasis on diversified portfolios and long-term investment strategies.

Christopher Diaz is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds the Series 66 designation and has worked at several firms including Equitable Advisors and Michael Fultz prior to joining Edelman Financial Engines. 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 offerings.

Douglas Ulrich is a CFP®-designated financial advisor with 24 years of industry experience. He has been with Edelman Financial Engines and its predecessor entities since 2010, including roles at Financial Engines Advisors L.L.C. since 2018. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term orientation.

Matthew Personette is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and 12 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, LLC. 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.

Kyle Nolan is a CFP® with 18 years of industry experience, currently with Edelman Financial Engines. He has worked at Financial Engines Advisors L.L.C. since 2018, following roles at EF Legacy Securities, LLC and Edelman Financial Services LLC. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary advice across various account types.

Matthew Duskey is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. He has been with the firm and its predecessors since 2016, including eight years at Financial Engines Advisors L.L.C. 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 both discretionary and non-discretionary management options.

William Hoffman is a CFP®-certified financial advisor with 25 years of industry experience, currently with Edelman Financial Engines. He has worked at several affiliated firms since 2013 and serves as a trustee of the Rise School of Austin, a Texas nonprofit. He is also a limited partner in a family limited partnership, WJ Hoffman Investments, Ltd. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a combination of committee-driven proprietary modeling and planner delivery, serving a large client base with diversified portfolios and a fiduciary standard for retirement accounts.

Bryan Lopez is a financial advisor at Edelman Financial Engines with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Financial Engines Advisors L.L.C. since 2015. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages a large asset base through both advisor-led and online offerings, employing model-based and customized portfolios overseen by an Investment Committee.

Douglas Basch is a financial advisor with Edelman Financial Engines, holding a Series 65 designation and 21 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, Llc for one year. Edelman Financial Engines provides 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 and serves a large client base through advisor-led and online offerings.