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Blake Jones is a financial advisor at Edelman Financial Engines with a Series 65 credential and four years of industry experience. Before joining Edelman Financial Engines in 2025, he worked at Financial Engines Advisors L.L.C. from 2021 to 2025. Outside of his financial advisory role, he has worked as a delivery driver for Amazon Flex and Uber Eats/Postmates since 2020. 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 discretionary and non-discretionary investment management with a focus on diversified model portfolios, periodic rebalancing, and a long-term investment approach.

David Shachory is a financial advisor with Edelman Financial Engines in Phoenix, AZ, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Edelman Financial Engines and its predecessor entities since 2023. Prior to his advisory roles, he held positions at several technology and mortgage companies, including DoorDash and Flatiron School. 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 proprietary modeling process with planner delivery and online tools, offering diversified portfolios and fiduciary services under ERISA.

Ryan Becerra is a Series 65-licensed financial advisor at Edelman Financial Engines with four years of industry experience. He has worked at Edelman Financial Engines since 2026 and previously at Financial Engines Advisors L.L.C. from 2022 to 2026. His background also includes roles at ZipRecruiter Inc and Swiftpage. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for 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, long-term oriented investment solutions across various account types.

David Ankrom is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines and its successor firms since 2007. Based in Phoenix, AZ, he joined Edelman Financial Engines in 2025. Edelman Financial Engines offers 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 a combination of advisor-led and online platforms.

Nathan Bardin is a financial advisor with Edelman Financial Engines in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with Financial Engines Advisors L.L.C. and Financial Engines Advisor, LLC for the past decade. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary models with planner delivery and online tools, managing diversified portfolios with a long-term focus and serving approximately 477,000 clients.

Eric Tanita is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2017 and previously spent six years at The Vanguard Group, Inc. He holds Series 63 and Series 65 designations and is based in Phoenix, AZ. 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 investment management with an emphasis on diversified portfolios, periodic rebalancing, and a long-term investment approach.

Gabriel Benavides is a financial advisor with Edelman Financial Engines in Phoenix, AZ, holding a Series 66 designation and six years of industry experience. His career includes roles at Edelman Financial Engines and Financial Engines Advisors L.L.C., as well as earlier experience with Equitable Advisors and AXA Advisors. Prior to his financial services career, he worked for the California Department of Food and Agriculture. 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 and non-discretionary management, and serves approximately 477,000 clients with $326 billion in assets under management.

David Black is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Merrill from 2014 to 2018. Since 2018, he has been with Financial Engines Advisors L.L.C., now part of Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory services for 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.

Elyse Bibb is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds a Series 65 designation and has worked within various roles at Edelman Financial Engines and its predecessor firms since 2021. Prior to her financial advisory career, she held positions in diverse industries including animal care and insurance. 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, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Susan Brown is a financial advisor at Edelman Financial Engines with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Financial Engines Advisors L.L.C. and The Vanguard Group, Inc. 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 platforms.

Nicholas Luitgaarden is a financial advisor at Edelman Financial Engines with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Vanguard Group and CCO Capital. Outside of advising, he is an owner and partner of NW Property Network, a residential real estate business. 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 platforms.

Sean Bowers is a financial advisor at Edelman Financial Engines in Phoenix, AZ, holding a Series 65 designation with four years of industry experience. He previously worked at USAA from 2010 to 2020 and has been with Edelman Financial Engines since 2021. Edelman Financial Engines provides technology-enabled investment advisory services focusing on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and serves a large client base through both advisor-led and online platforms.

Mark Kowalek is a financial advisor with Edelman Financial Engines in Phoenix, AZ, holding Series 63 and Series 65 licenses. He has 17 years of industry experience and has been with Financial Engines since 2008. 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 platforms.

Luigi Derose is a financial advisor at Edelman Financial Engines with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Financial Engines Advisors L.L.C. since 2016. Outside of advising, he is the managing member of Gallery Home Concepts, LLC, a company that is no longer conducting business. 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 both discretionary and non-discretionary management with an emphasis on diversified model portfolios, periodic rebalancing, and long-term orientation.

Karson Kobashi is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. His prior work includes roles at various companies such as Toyota, Abzena / Kingtech Consulting, and Lucille's BBQ. Outside of advisory work, he has been involved with Pickleball Kingdom. 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 both discretionary and non-discretionary investment options.