Edelman Financial Engines

Ashley Morris is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2024. Prior to this, Ashley worked at Facet Wealth, The Vanguard Group, and Keatley Wealth Management. Ashley is an honorary board member of the JC Morris Family Foundation, a charitable organization providing educational assistance to underserved minors. Edelman Financial Engines offers technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, supports a large participant base through advisor-led and online platforms, and provides employer-facing retirement plan consulting and education.

James Furlong is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at TMFS Advisors, LLC and TMFS Springfield MA, 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 and supports a large participant base through both advisor-led and online offerings.

Salvatore Mazzola is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2016, following a brief tenure 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 both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Michael Oldenburg is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Financial Engines Advisors and TD Ameritrade. Outside of his advisory role, he is involved with The Oshibori Company LLC, a business specializing in the marketing and sales of wet and dry hand towels and warmers. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios through advisor-led and online platforms.

Besjana Husted is a financial advisor at Edelman Financial Engines with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, TD Ameritrade, and Ferguson McClure and Associates. Outside of her advisory role, she serves as president of a nonprofit charitable organization focused on selecting and overseeing charitable projects. 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, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Kevin Brown is a CFP®-certified financial advisor with nine years of industry experience, currently with Edelman Financial Engines. His previous roles include positions at Align Wealth Management, Avantis Investors, and American Century Investment Services. He is also a minority investor in AllTrans Terminal Investors, an entity associated with a transportation services company. Edelman Financial Engines provides technology-driven investment advisory services focusing on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers a range of advisor-led and online investment solutions.

Brian Leslie is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Omaha, NE. He has worked at Edelman Financial Engines since 2016 and previously 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 and supports a large client base through both advisor-led and online platforms.

Luke Pitcher is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC, TGA Sports, and held roles at various educational and country club establishments. 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.

Michael Biancosino is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior work includes roles at Fidelity Investments and Financial Engines Advisors L.L.C., as well as experience at the University of San Diego. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios through a combination of advisor-led and online offerings.

Benjamin Bowen is a CFP® with 13 years of industry experience, currently serving at Edelman Financial Engines. He has worked at Financial Engines Advisors L.L.C. since 2020 and previously held roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Bowen is based in San Diego, CA. 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 supports a large client base through advisor-led and online offerings.

Lakeisha Hill is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. Her prior roles include positions at Financial Engines Advisors L.L.C., Edelman Financial Services LLC, EF Legacy Securities, LLC, Pruco Securities LLC, and The Prudential Insurance Company of America. Outside of her advisory work, she is the president of the Arlington Traditional School PTA and the author of a book titled *Breath of Grace: My life with sickle cell, God and Yoga*. Edelman Financial Engines offers technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages a large asset base through model-based and customized portfolios, combining advisor-led and online offerings to serve a broad client base.

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.

Kaeleb Smead is a financial advisor with Edelman Financial Engines, holding a Series 65 designation and based in Kansas City, MO. Details about prior firms or other business activities are not provided. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, providing a range of discretionary and non-discretionary investment options with a focus on diversified portfolios and long-term strategies.

Salvatore Marino is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His previous roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, Edelman Financial Services, LLC, and Sanders Morris Harris Inc. Outside of his advisory work, he owns a rental property in Staten Island, NY. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages large asset bases through model-based and customized portfolios, offering both advisor-led and online investment solutions.

Travis Adams is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Inc. from 2012 to 2018 before joining Financial Engines Advisors L.L.C., where he has been since 2018. 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, offers sub-advisory services, and serves a large client base through both advisor-led and online platforms.