Lorena Cardenas is a financial advisor at Edelman Financial Engines in Walnut Creek, CA, holding a Series 65 designation. She has been with Edelman Financial Engines since 2007. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, offering a range of workplace solutions, planner-led wealth management, and retirement income services. The firm employs a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and a long-term investment approach.

Mallory Dinis is a financial advisor at Edelman Financial Engines with 14 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Financial Engines Advisors L.L.C., Financial Engines Advisor Center, LLC, and The Mutual Fund Store. 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.

Sean O’Bannon is a Certified Financial Planner® with 23 years of industry experience. He is currently with Edelman Financial Engines and has previously worked at Financial Engines Advisors L.L.C., TMFS-San Francisco-Oakland, LLC, Raymond James Financial Services, Inc., Banc of America Investment Services, Inc., and Morgan Stanley DW Inc. Edelman Financial Engines offers technology-enabled 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 support and online tools, managing diversified portfolios with a long-term focus across various account types.