Costa Mesa, CA Anton Blvd Office

Peter Holliday is a financial advisor at Edelman Financial Engines with 23 years of industry experience. He holds the Series 66 designation and has worked at multiple Edelman-affiliated firms since 2014. He is based in Costa Mesa, CA. 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, emphasizing diversified model portfolios, periodic rebalancing, and a long-term investment approach.

Lance Blount is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Costa Mesa, CA. He has been with the firm and its predecessors since 2016, including Financial Engines Advisors L.L.C. Prior to this, he held roles at related entities within the Edelman Financial Engines organization. Edelman Financial Engines offers 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, providing both discretionary and non-discretionary investment management with a focus on diversified portfolios, periodic rebalancing, and long-term strategy.

Brendan Mcgillick is a financial advisor with Edelman Financial Engines in Costa Mesa, CA, holding Series 63 and Series 66 licenses and over 23 years of industry experience. He has been with Edelman Financial Engines and its predecessor firms since 2011. Mcgillick serves as a board member of the Sailhouse Community Homeowners Association. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, 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.

Bryan Kiernan is a financial advisor with Edelman Financial Engines holding a Series 65 designation and six years of industry experience. He previously worked at American Funds for six years before joining Financial Engines Advisors L.L.C., now part of Edelman Financial Engines, where he has been since 2019. 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 offerings.