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Joined Financial Engines in 2009. Began her career in the financial services industry in 2000. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in History from Ithaca College. She is married with two children. Lisa enjoys soccer, reading, and spending time with family."

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor¹. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. ¹For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

Richard A. Dougherty, CFP®, AIF® President Rick is the President of Echelon Wealth Advisors, LLC. He helps clients invest their assets to accomplish various objectives. Rick continues to work diligently to lead, grow and differentiate Echelon Wealth Advisors, LLC. After graduating from St. John Fisher College, Rick went on to earn CERTIFIED FINANCIAL PLANNER" Practitioner and Accredited Investment Fiduciary® designations. In addition, Rick holds his Series 7 and 66 FINRA licenses, as well as his Life, Accident and Health insurance certifications. Rick is also deeply involved in the community, serving on the Executive Committee for the Small Business Council of Rochester. Rick Co-chairs their signature event, the Business Person of the Year Celebration, and serves on the Renee Tschetter Scholarship Golf Tournament Committee, and its philanthropic component, SBC Cares. Rick is also an active member of Rochester Rotary. When hes not engaged in financial planning or helping clients, Rick enjoys spending time with his wife, two dogs, playing golf and watching Syracuse Basketball.

About Echelon Wealth Advisors, LLC

At Echelon Wealth Advisor, clients interests are our priority. We know that clients entrust us with more than money; you trust us with your family's financial future. With that comes the responsibility to listen, always put your interests first, and provide you with the tools and resources to acheive your objectives. We help our clients answer life's most important questions: Will you have enough money to live independently for the rest of your life? Do you understand how much retirement will cost and are you on track to meet your goals? How do you efficiently leave your money to your family and not to the government? We recognize there are no shortcuts in acheiving our clients objectives. By implementing consistent processes in everything we do, Echelon is committed to providing great value.

"Joined Financial Engines in 2015. Began his career in the financial services industry in 2008. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Science from St. John Fisher College. Married to Sandy. Jim enjoys staying fit, golfing, donating time, spending time with his family, and reading."

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor¹. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. ¹For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

About AXA Advisors, LLC

Financial services isn’t just about products or investment advice. It is understanding the needs, wants and desires of individuals and business owners. It’s educating clients to help them identify and address their financial planning issues; developing a comprehensive planning strategy based on their financial objectives; and providing products, services and support to help them accumulate and distribute assets to help them achieve their desired retirement lifestyle. As an AXA Advisors financial professional, I work with clients to address a broad spectrum of accumulation goals—from funding a major purchase or a child's education to living the retirement lifestyle they envision. I take a comprehensive, education-based approach to addressing the “at retirement” needs of customers, providing retirement planning strategies, education, products and services to individuals and businesses.