Jason Bright is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group, Inc. for 24 years. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Claire Mork is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She has been with the firm since 2024, following eight years at Financial Engines Advisors L.L.C. and one year at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offering both advisor-led and online services to a large client base.

Chad Ernzen is a financial advisor with Edelman Financial Engines in Westminster, CO, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016, following a year at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios. The firm serves a large client base through advisor-led and online offerings and operates a mix of discretionary and non-discretionary programs overseen by a firm Investment Committee.

Wendy Martinez is a financial advisor at Edelman Financial Engines with nine years of industry experience. She holds the Series 65 designation and has been with Financial Engines Advisors L.L.C. 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’s investment approach combines proprietary modeling with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and a long-term orientation.