Overland Park, KS Grandview Drive Office

Darrin Wolff is a financial advisor with Edelman Financial Engines in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2022, following 13 years at Aspen Wealth Management, Inc., and three years with Edward Jones. Wolff serves as a board member of the Fathers Club, a community volunteer organization. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm’s approach includes diversified model portfolios, planner-led wealth management, and online tools, serving a large client base with both discretionary and non-discretionary investment solutions.

James Connelly is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Financial Engines Advisors L.L.C., VSR Financial Services, Inc., and Waddell & Reed. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutions. The firm uses a committee-driven modeling process combined with planner delivery and online tools, providing diversified model portfolios with a long-term investment orientation and serving as a fiduciary for retirement accounts under ERISA and DOL guidance.

Kelli Smith is a CFP® and holds a Series 65 license with 11 years of industry experience. She has worked with Edelman Financial Engines and its predecessor entities since 2015, currently serving at Edelman Financial Engines since 2025. 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 advisory services with an emphasis on diversified portfolios, periodic rebalancing, and long-term investment orientation.

Ashley Decker is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and 13 years of industry experience. She previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc., where she spent nine years before joining her current firm. 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 a range of discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term strategies.

David Meinzenbach is a Series 65-licensed financial advisor with 16 years of industry experience. He has been with Edelman Financial Engines since 2010, initially at Financial Engines Advisor Center, LLC, and continued after its integration into Edelman Financial Engines. 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 diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Jeffrey Cram is a financial advisor at Edelman Financial Engines in Overland Park, KS, holding a Series 66 designation with 23 years of industry experience. His prior roles include positions at Merrill, Cetera Advisors LLC, Financial Engines Advisor Center, LLC, and Financial Engines Advisors L.L.C. 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, offering diversified model portfolios and a range of discretionary and non-discretionary investment options.

Michael Choate is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2018, following three years at Smart 401 K, LLC. 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 both advisor-led and online offerings.

Christopher Ziola is a financial advisor with Edelman Financial Engines in Omaha, NE, holding a Series 66 designation and 15 years of industry experience. He previously worked at Fisher Investments from 2014 to 2019 before joining Financial Engines Advisors L.L.C. in 2019. Edelman Financial Engines specializes in technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm offers both model-based and customized portfolios, providing services through advisor-led and online platforms while managing a large asset base and client population.

William Tracy Jr. is a CFA® charterholder and holds a Series 65 license, with 17 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Financial Engines Advisor Center, LLC from 2009 to 2016. He is currently based in Overland Park, Kansas and affiliated with Edelman Financial Engines. Edelman Financial Engines offers 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 services and online tools, providing both discretionary and non-discretionary investment options with an emphasis on diversified portfolios, periodic rebalancing, and long-term strategies.

Dylan Wilkinson is a financial advisor at Edelman Financial Engines with eight years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2017, following a year at Guardian Life Insurance. Outside of his advisory role, he owns a rental property managed by a third-party company. 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 solutions including planner-led wealth management, retirement income services, and online advice, utilizing diversified model portfolios and a proprietary committee-driven investment process.