Boston, MA 28 State Street 21st Floor Office

Jaime Ackles is a financial advisor at Edelman Financial Engines with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines since 2006. Outside of his advisory role, Ackles serves as an elected member of the Randolph School Committee, where he participates in setting educational policies and overseeing district operations. 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 and supports a large client base through advisor-led and online offerings.

Stephen Crane is a financial advisor at Edelman Financial Engines in Boston, MA, with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Edelman Financial Engines and its predecessor, Financial Engines Advisors L.L.C., since 2011. 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 modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary advice across a broad range of investment solutions.

Eric Hansen is a financial advisor with Edelman Financial Engines in Boston, MA, holding a Series 66 designation and 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2017 and previously held roles at Voya Financial Partners, VOYA Financial, and Voya Retirement Advisors from 2014 to 2017. 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 serves a large client base through both advisor-led and online offerings.

Kurt Fauerbach is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2008. 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 serves a large client base through advisor-led and online platforms.

Andrew Diciaccio is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds a Series 65 designation and has worked at Edelman Financial Engines and its predecessor, 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. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options across a wide range of portfolios and accounts.