Edelman Financial Engines

Ashley Morris is a CFP® professional with 11 years of industry experience. She currently advises at Edelman Financial Engines and previously worked at Facet Wealth, The Vanguard Group, Inc., and Keatley Wealth Management, LLC. Morris serves as an honorary board member of the JC Morris Family Foundation, a charitable organization providing educational assistance for underserved minors. Edelman Financial Engines offers 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, providing diversified portfolios, rebalancing, and both discretionary and non-discretionary management options.

James Furlong is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Financial Engines Advisors L.L.C. since 2016, following a brief tenure at TMFS Advisors, LLC. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a proprietary committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment options across diversified portfolios and long-term strategies.

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® professional with nine years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior roles include positions at Align Wealth Management, Avantis Investors, and American Century Investment Services. He is also a minority investor in AllTrans Terminal Investors, a company associated with transportation services. 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 modeling process combined with planner delivery and online tools, offering diversified portfolios and fiduciary services tailored to a broad range of client needs.

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 two years of industry experience. He holds the Series 66 designation and has previously worked with Equitable Advisors LLC, as well as roles outside finance including at TGA Sports and Palmira Country Club. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, managing approximately $326 billion for around 477,000 clients through a diversified, long-term investment approach.

Michael Biancosino is a CFP® with four years of industry experience, currently advising at Edelman Financial Engines. His prior roles include positions at Fidelity Investments and Financial Engines Advisors L.L.C. In addition to his financial career, he has worked in various capacities including at the University of San Diego and in recreational services. 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 delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and long-term investment strategies.

Benjamin Bowen is a CFP® with 14 years of industry experience, currently serving at Edelman Financial Engines since 2020. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 investment options across a diversified range of portfolios and alternative products.

Lakeisha Hill is a CFP® with 22 years of industry experience, currently serving at Edelman Financial Engines. She has been with the firm and its predecessors since 2016, including Financial Engines Advisors L.L.C. since 2018. Outside of her advisory role, she is the president of the Arlington Traditional School PTA and an author of a personal memoir titled *Breath of Grace: My life with sickle cell, God and Yoga*. 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.

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 an advisor at Edelman Financial Engines with a Series 65 credential and experience spanning roles at State Street Corporation, PNC Bank, and currently Edelman Financial Engines since 2024. He is based in Kansas City, MO. Edelman Financial Engines delivers 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 delivery and online tools, offering both discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term strategies.

Salvatore Marino is a CFP® professional with 27 years of industry experience, currently advising clients at Edelman Financial Engines in Red Bank, NJ. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, Edelman Financial Services, The Mutual Fund Store, TIAA-CREF, and Merrill. Outside of his advisory work, he manages a rental property in Staten Island. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment management and serving approximately 477,000 clients with a range of diversified portfolios and innovative product exposures.

Travis Adams is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2018 and THE Vanguard Group, Inc. from 2012 to 2018. He is based in Spokane, WA. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary advice with an emphasis on diversified model portfolios and long-term orientation.