Elijah Mott is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds a Series 65 credential and previously worked at TD Private Client Wealth LLC and CITIZENS Bank. Outside of his financial career, he serves as a worship leader at Calvary Baptist Church. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a platform-focused approach with discretionary model portfolios and serves over 127,000 clients through 444 advisors.

Timothy Riney is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Family Wealth Strategies, LLC, FWG Investments, LLC, Madison Avenue Securities, LLC, and Edward Jones. In addition to his advisory role, he is involved in insurance sales and services through Family Wealth Strategies, LLC. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining internal and third-party managed models, discretionary asset management, and financial planning services.

Cody Meeks is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and nine years of industry experience. He has been with AE Wealth Management since 2017 and is also the managing principal of Financial Integrity, LLC, where he is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform-centered approach that combines internally managed and third-party models.

Jessica Bost is a CFP® accredited financial advisor with six years of industry experience, currently with AE Wealth Management, LLC. She has previously worked at Alpha Architect, LLC, Lake Avenue Financial LLC, and Guardian Life Insurance Co of America. In addition to her advisory role, she is involved in insurance sales and services through WG Financial Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and various analytical strategies, managing approximately $49.8 billion for over 127,000 clients.

Blake Moore is a financial advisor with AE Wealth Management, LLC in Jackson, OH, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked with multiple firms including Regal Investment Advisors and Mutual of Omaha Investor Services. Moore is also owner and advisor at Prosperity Wealth Group, LLC, where he engages in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses a model portfolio and direct asset management approach, emphasizing discretionary model portfolios and offering specialized ERISA services.

Justin Krebs is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. He has worked in investment-related roles at AE Wealth Management since 2020 and owns Proactive Total Wealth, a business involved in insurance sales and services since 2007. Krebs also partners with a network of CPAs to provide tax advice and services. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to individual and institutional clients. The firm emphasizes discretionary model portfolios and integrates multiple investment strategies while managing approximately $49.8 billion for over 127,000 clients.

Joshua Burns is a financial advisor with AE Wealth Management, LLC in Dayton, Ohio. He holds a Series 65 designation and has experience working at AE Wealth Management and Russell Total Wealth & Wellness since 2026. His prior roles include positions at Lendmark Financial, OneMain Financial, Advanced Drainage Systems, Around Campus Group, and Amway Corporation. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing fundamental, technical, and cyclical analysis with various investment strategies.

Colin Fitzpatrick is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and two years of industry experience. He has worked at multiple firms, including Brookstone Wealth Advisors, Hoffman Financial Group, and Three Bridges Wealth Management. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing a variety of investment strategies and serves over 127,000 clients through a platform-focused approach.

Kathleen Nolan is a financial advisor at AE Wealth Management, LLC with 28 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at firms including Global Financial Private Capital and Family Focus Private Wealth LLC. Nolan is also the president and owner of Family Focus Financial Group and serves as marketing director for Sage Tuition Rewards. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary management, financial planning, and consulting services.

Lance Malter is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He previously worked at Deloitte & Touche, LLP for four years and has consulting experience in disaster recovery as an independent contractor. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, employing discretionary model portfolios and multiple investment strategies to serve individuals, corporations, trusts, and ERISA plan sponsors.

Hector Monroy III is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Westmount Asset Management and Standish Management. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Ryan Vandevelde is a financial advisor at AE Wealth Management, LLC, holding a Series 65 designation with three years of industry experience. He previously worked at Madison Avenue Securities, LLC and Advisors Excel. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach that integrates model portfolio solutions, discretionary asset management, and financial planning services.

Jorge Gonzalez is a CFP® professional with 12 years of industry experience, currently affiliated with AE Wealth Management, LLC. He has been involved with Synergy Elite Wealth Management LLC and Synergy Financial Strategies, Inc. for over eight and fifteen years respectively, and maintains an ownership role in JCP Ventures, LLC, which engages in real estate investments. AE Wealth Management, LLC provides fee-based portfolio management, financial planning, and retirement-plan consulting services to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes a platform-focused approach with discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Carissa Shivers is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones and Money Concepts Capital Corp. In addition to her advisory role, she is involved in insurance sales through PGI Financial Services. AE Wealth Management serves a broad mix of clients including individuals, corporations, trusts, and ERISA plan sponsors, offering fee-based portfolio management, financial planning, and retirement-plan consulting. The firm utilizes discretionary model portfolios with various analytical approaches and manages approximately $49.8 billion across more than 127,000 clients.

Caitlin Schmees is a financial advisor at AE Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked with The Burzynski Group Retirement Solutions since 2021. Prior to her current roles, she held positions at Armada Area Schools, Ascension HealthCare, and Common Spirit - St. Anthony Hospital. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, and financial planning services.

Gregory Ricks is a financial advisor at AE Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at several firms including J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. Outside of his advisory role, he is involved in marketing through Down South Strategies, Inc. and is the author of a book available on Amazon, with all revenue directed to AE Wealth Management. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, employing fundamental, technical, and cyclical analysis within a platform-focused approach that serves over 127,000 clients.

Chase Morris is a financial advisor at AE Wealth Management, LLC, holding a Series 65 designation with four years of industry experience. His background includes legal practice as a solo attorney at his own law office and roles in multiple financial and legal firms. He is an officer and partial owner of Clarity Tax Partners, LLC, where he works on tax strategies and planning in collaboration with licensed CPAs and enrolled agents. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and standardized platform services across a large client base.

Richard Runestad is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at CoreCap Advisors and Financial Partners Federal Credit Union, and he has operated Runestad Financial since 2000, where he serves as president and is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting a large client load across its 435 advisors.

Andrew Tychsen is a financial advisor with AE Wealth Management, LLC holding a Series 65 designation and based in Tallahassee, FL. He has one year of industry experience and has been with AE Wealth Management since 2025. Tychsen is also involved in insurance sales through Preservation Financial Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Austin Albright is a financial advisor with AE Wealth Management, LLC in Harrisburg, PA, holding a Series 65 designation. He has one year of industry experience and previously worked at Reverent Asset Management LLC, Solaris Health Holdings LLC, and Select Medical. Prior to entering the financial industry, he was involved in diverse roles including at the Center for Survey Research at Penn State Harrisburg and Aunt Chiladas Easy Street Cafe. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad range of clients including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical analysis across various investment strategies.