Dallas, TX Noel Roadtower 2 Office

James West is a financial advisor with Edelman Financial Engines in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes long tenure at Charles Schwab from 2000 to 2022, followed by roles at Fisher Investments and Fisher Retirement Solutions before joining Edelman Financial Engines in 2026. 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 diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary advice across various account types.

Chase Gorman is a CFP® with three years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. He previously worked at Northwestern Mutual in both its investment services and life insurance divisions. 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 and discretionary management alongside non-discretionary online advice.

Lori Bensing is a financial advisor at Edelman Financial Engines with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several affiliated firms since 2012. Outside of her advisory work, she serves as a board member of the Sammons Center for The Arts and as General Fund Treasurer for the Northwood Woman’s Club, both nonprofit organizations in Dallas. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, offering both discretionary and non-discretionary investment solutions supported by proprietary modeling and planner delivery.

Matthew Almaguer is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Edelman Financial Engines and has previously worked at Empower Advisory Group, Personal Capital Advisors Corporation, Act Wealth Management, LLC, and Midland IRA, Inc. 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 platforms.

Bryan Nordin is a Series 66-licensed financial advisor at Edelman Financial Engines in Dallas, TX, with 20 years of industry experience. His career includes roles at Thrivent Financial, Charles Schwab, and TD Ameritrade. 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 diversified model portfolios, rebalancing, and a long-term investment orientation.

Johnathan Cherry is a CFP® with 25 years of industry experience, currently serving at Edelman Financial Engines in Dallas, TX. He has been with the firm and its predecessors since 2016, including eight years at Financial Engines Advisors L.L.C. prior to the merger forming the current entity. 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 diversified portfolios and both discretionary and non-discretionary investment options.

Christopher Mattox is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Fisher Investments and Allworth Financial, L.P. 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 and supports a large client base through advisor-led and online offerings.

Eric Kalmikoff is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments, TD Bank, Confidence Wealth Management, and Empower Financial Services. 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 supports a large participant base through both advisor-led and online platforms.

Paul Dyson is a financial advisor at Edelman Financial Engines with 27 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at firms including Fisher Investments, Charles Schwab, and Fidelity Brokerage Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.