Bethesda, MD Office

Corinne Dorey is a financial advisor at Edelman Financial Engines with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Fidelity Brokerage Services LLC and Financial Engines Advisors L.L.C. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers a mix of discretionary and non-discretionary programs supported by a firm Investment Committee.

Jerome Liebstein is a CFP® and ChFC® with 29 years of industry experience. He has been with Edelman Financial Engines since 2006, including prior roles at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Liebstein is based in Bethesda, MD. 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, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with a focus on diversified portfolios and long-term strategies.

Ryan Poirier is a CFP® professional with 20 years of industry experience, currently serving at Edelman Financial Engines since 2025. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. 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 proprietary modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and a long-term investment orientation.

Kevin Colleran is a Certified Financial Planner® with 27 years of industry experience. He is currently with Edelman Financial Engines, having previously worked at affiliated firms including Financial Engines Advisors L.L.C. and Edelman Financial 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 model portfolios and a range of management options under fiduciary standards.

Surendra Dave is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with Edelman Financial Engines, where he has worked since 2013 in various affiliated entities. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutions. The firm combines a committee-driven modeling process with both planner-led and online advisory options, emphasizing diversified portfolios, periodic rebalancing, and a fiduciary approach for retirement accounts.