West Conshohocken, PA Office

Gary Brogna is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He holds the Series 66 designation and has worked with Financial Engines Advisors L.L.C. since 2018, following prior roles at Edelman Financial Services, LLC and EF Legacy Securities, LLC. 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 workplace solutions, planner-led wealth management, and online advice, emphasizing diversified model portfolios, periodic rebalancing, and a long-term investment approach.

Christopher Mcdermott is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including The Vanguard Group, SEI Investments Company, and Freedom Mortgage. 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 advice with an emphasis on diversified model portfolios and long-term strategies.

Yolanda Waters is a CFP® professional with 27 years of experience in the financial advisory industry. She has been with Edelman Financial Engines since 2016, including a prior role at Financial Engines Advisors L.L.C. from 2018. 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, periodic rebalancing, and a long-term investment approach.

Matthew Wollick is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with Edelman Financial Engines, where he has worked since 2016, including prior roles within affiliated entities. 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 a range of discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term strategies.

James Curtis is a financial advisor at Edelman Financial Engines with Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at SEI Investment Company, DoorDash, Inc., and held various other roles before entering the financial advisory field. 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 supports a large client base through advisor-led and online offerings.

Matthew Turner is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds the Series 65 designation and has been with Financial Engines Advisors L.L.C. since 2016, including a brief period at TMFS Advisors, LLC earlier that year. 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 solutions that include diversified portfolios and thematic strategies.

Christopher Werner is a CFP® professional with 18 years of industry experience, currently advising at Edelman Financial Engines. He has been with the firm and its predecessors since 2014, holding roles at Edelman Financial Services, EF Legacy Securities, and Financial Engines Advisors. Edelman Financial Engines delivers 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 guidance and online tools, offering both discretionary and non-discretionary investment solutions across a broad range of account types.

Zachary Fletcher is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and spent a year at TMFS Advisors, LLC. 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 delivery and online tools, providing both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.