Columbus, OH Office

Team
Updated today

Client AUM

$179,181,278,611

Clients

477,170

Advisors

8

Of 728 advisors across 322 offices

Location

8800 Lyra Dr, Suite 220

Columbus OH 43240

Advisors at this office

8

Advisors at this office

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Ian G

CFP®, Series 65

Columbus, OH

Edelman Financial Engines

Ian Gedminas is a CFP® with eight years of industry experience and currently an advisor at Edelman Financial Engines. He previously worked at Horter Financial Strategies and Horter Investment Management. Gedminas is based in Columbus, OH. 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 participant base through both advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Laurel H

Series 66

Columbus, OH

Edelman Financial Engines

Laurel Hostetler is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and bringing 18 years of industry experience. She has been with the firm and its predecessor entities since 2015, including Financial Engines Advisors L.L.C. since 2018. 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 diversified model portfolios, discretionary management, and online advice channels.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Jacob A

Series 63, Series 65

Columbus, OH

Edelman Financial Engines

Jacob Altic is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He has held positions at Edelman Financial Engines and its predecessor firms since 2018, and prior to that was employed at The Prudential Insurance Company of America from 2016 to 2018. He holds the Series 63 and Series 65 licenses and is based in Columbus, OH. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering discretionary and non-discretionary management with an investment process focused on diversified model portfolios, rebalancing, and long-term orientation.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Adam R

CFP®, Series 66

Columbus, OH

Edelman Financial Engines

Adam Roslovic is a CFP® with 17 years of experience in the financial industry. He has been with Edelman Financial Engines and its predecessor firms since 2016, including Financial Engines Advisors L.L.C. since 2018. Outside of advising, he serves as an executor of a family estate and has worked as a health and life insurance agent. 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 to offer a range of discretionary and non-discretionary investment solutions.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Riley L

Series 65

Columbus, OH

Edelman Financial Engines

Riley Larimore is a Series 65-credentialed financial advisor with 17 years of industry experience. He has worked at Edelman Financial Engines since 2016 and previously at Tmfs Advisors, LLC from 2012 to 2016. He is based in Columbus, OH. 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 supports a large client base through advisor-led and online offerings.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Christopher S

Series 63, Series 66

Columbus, OH

Edelman Financial Engines

Christopher Sparks is a financial advisor at Edelman Financial Engines with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Financial Engines Advisors L.L.C., Arvest Wealth Management, and US Bank. 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, supports a large client base through advisor-led and online offerings, and operates discretionary and non-discretionary programs overseen by an Investment Committee.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Jeremy A

Series 63, Series 65

Columbus, OH

Edelman Financial Engines

Jeremy Albrecht is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various affiliates of Edelman Financial Engines 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 offers a range of workplace solutions, planner-led wealth management, and online advice, using a committee-driven modeling process with diversified portfolios and long-term investment strategies.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Linda C

CFP®, Series 66

Columbus, OH

Edelman Financial Engines

Linda Campbell is a CFP® with 24 years of experience in the financial advisory industry. She is currently with Edelman Financial Engines in Columbus, OH, where she has worked since 2012 across affiliated entities within the firm. 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 to offer diversified portfolios with a long-term investment approach, managing approximately $326 billion for around 477,000 clients.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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