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 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2022 and Aspen Wealth Management, Inc. since 2009. Outside of his advisory role, he serves as a board member for Fathers Club, a community volunteer organization. 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 offerings.

James Connelly is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and was previously with Tmfs Advisors, Llc. 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 and non-discretionary investment options with an emphasis on diversified portfolios and long-term strategies.

Kelli Smith is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She previously worked at Financial Engines Advisors L.L.C. for nine years and Tmfs Advisors, LLC for one year. 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.

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 15 years of industry experience. He has worked at Edelman Financial Engines since 2016 and previously held roles at The Mutual Fund Store, LLC and TMFS Advisors, LLC from 2008 to 2016. He is based in Overland Park, Kansas. Edelman Financial Engines provides technology-enabled investment advisory services primarily 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 client base through both advisor-led and online platforms.

Jeffrey Cram is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at TMFS Advisors, LLC from 2011 to 2016. Edelman Financial Engines provides technology-enabled investment advisory services primarily 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 client base through both advisor-led and online platforms.

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 Series 65 licensee with 17 years of industry experience. He has been with Edelman Financial Engines since 2016 and previously worked at The Mutual Fund Store, LLC, and TMFS Advisors, LLC from 2008 to 2016. 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 client base through both advisor-led and online offerings.

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.