Allan Beck is a Series 65-licensed financial advisor with 32 years of industry experience. He is currently with AE Wealth Management, LLC and has previously worked at Foundations Investment Advisors LLC, Foresters Equity Services, Inc, and Cornerstone Financial Services, where he has been involved since 1997. Beck is also a managing member of Cornerstone Financial Services, LLC, which offers 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 combining model portfolios from multiple sources and offers services such as discretionary asset management, financial planning, and ERISA plan services.

Dylan Evans is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and five years of industry experience. He has worked with Kobrin Financial Services since 2020 and serves as a director involved in insurance sales there. Outside of financial services, he participates as a community collaborator with Guayaki, a beverage distributor, engaging in social functions and events. 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 with various investment strategies and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Alec Hutchinson is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and beginning his industry career in 2025. Prior to joining AE Wealth Management, he was associated with Carolina Retirement Planners and has been involved in scuba diving instruction and related activities through Professional Diver Services since 2015. Outside of finance, he owns and operates a scuba diving business that includes instruction, gear sales, and fossil shark teeth salvage. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and trusts. The firm utilizes discretionary model portfolios and offers various ERISA services, managing approximately $49.8 billion for over 127,000 clients across more than 440 advisors.

Cody Dooley is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and two years of industry experience. He previously worked at Prosperity Wealth Group LLC, Futurity First Insurance Company, and Northwestern Mutual. Outside of his advisory role, he is involved in insurance sales through Prosperity Wealth Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients including individuals, corporations, and trusts. The firm utilizes discretionary model portfolios and a variety of investment strategies to serve its client base of approximately 127,000 accounts.

Catherine Goodman is a Series 65 licensed financial advisor at AE Wealth Management, LLC with six years of industry experience. She has been with AE Wealth Management for ten years. Outside of her advisory role, she is involved in bookkeeping for a construction business. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, utilizing discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies.

Nicole Ferguson is a Series 66-licensed financial advisor with AE Wealth Management, LLC in Topeka, KS, and has seven years of industry experience. Her work history includes roles at AE Financial Services, LLC, Advisors Excel, and the Kansas Insurance Department. 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, supporting a large client base with standardized model and platform services.

Cristina Acosta is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 63 licenses and 17 years of industry experience. Her prior roles include positions at Brookstone Capital Management and Money Wise Retirement Planning. She is involved in financial education as a course presenter with FMT Solutions LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and ERISA plan sponsors. The firm uses discretionary model portfolios and combines fundamental, technical, and cyclical analysis to support client investment strategies.

Nathaniel Miller is a Series 65-licensed financial advisor with AE Wealth Management, LLC in Topeka, KS, bringing 11 years of industry experience. He has been with AE Wealth Management since 2016 and owns the Miller Retirement Group, where he serves as an insurance producer focusing on life and annuity products. Additionally, he is involved in educational development through the Prepare Institute, creating college-style courses on retirement planning. 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, utilizing various investment strategies and maintaining a platform that supports a large number of clients through standardized services.

Salma Arriaga Lucio is a Series 65-licensed financial advisor with AE Wealth Management, LLC, where she has worked since 2021. She has one year of industry experience and previously held positions at US Bank, Envista Credit Union, and several hospitality-related roles. 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 that combines multiple model portfolio solutions, discretionary asset management, financial planning, and plan services.

Walter Burzynski Jr. is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at AE Wealth Management since 2018 and previously spent five years with Global Financial Private Capital. In addition, he is the founder of Burzynski Group Retirement Solutions, where he serves as a wealth advisor and is involved in insurance sales. 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 with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting advisors through internal consulting and licensing programs.

Dennis Kagel is a financial advisor at AE Wealth Management, LLC with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining AE Wealth Management in 2023, he worked at Horter Investment Management, LLC and has operated Dennis Kagel Financial Services since 1976, 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 utilizes a platform-centered approach combining model portfolios managed by AE Wealth Management, third-party strategists, and advisor-managed models under discretionary authority.

John Todd Mcdaniel is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with AE Wealth Management, LLC and has prior experience at Brookstone Capital Management LLC. Mcdaniel also owns and operates McDaniel Wealth, LLC dba McDaniel Financial, where he is involved in insurance sales and trading fixed insurance products. 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 featuring model portfolios, discretionary asset management, financial planning, and consulting services.

Heidi Ardis is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked at multiple firms including Foundations Investment Advisors LLC and Roberts Wealth Management. Outside of her advisory role, she serves as treasurer for the nonprofit organization For The Coast. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and various investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Erica Mccain is a financial advisor at AE Wealth Management, LLC with 22 years of industry experience. She holds a Series 63 designation and has worked at AE Wealth Management since 2020, following roles at Fusion Capital Management and Questar Asset Management. Outside of her advisory work, she is the author of the publication "Ladies with Loot," for which she collects royalties. 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 uses a platform-centered approach combining internally managed and third-party models, offering services such as portfolio management, financial planning, and plan consulting.

Spencer Ford is a CFP® professional with 10 years of experience currently affiliated with AE Wealth Management, LLC. He has held roles at multiple firms including Madison Avenue Securities, LLC and Harrison Tax & Accounting, where he is a managing member. Ford is also an author working on revising or writing books. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to individual households, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and a range of investment strategies, serving over 127,000 clients through a platform-focused approach.

Rebecca Miller is a financial advisor at AE Wealth Management, LLC with one year of experience in the industry. She holds a Series 65 designation and has worked with Dynamic Wealth Strategies, Inc since 2015, where she is involved in insurance and investment planning. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs and serves a large client base with standardized investment solutions.

John Navin is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at several firms including his own entities, The Navin Group and John Navin & Associates, and contributes as an author of a financial book. Outside of advising, he serves on the boards of 50 Forward and the Nashville Wine Auction and is involved in financial education through the American Financial Education Alliance. 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 model portfolio management and utilizes a range of investment strategies, serving approximately 127,213 clients with a focus on standardized model and platform services.

Peter Lantz is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has held roles at USA Wealth Advisors, LLC, Horace Mann Investors, Inc., and has been involved with The Lantz Family Agency, Inc. since 2013. Outside of his advisory work, he serves with the Dartmouth Fire Department, District 1. 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, financial planning, and consulting services.

Jorge Flores is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Ensign Wealth Management, Citi Bank, and Pharmaceutical Distributions SA. Flores is also involved in insurance sales and services through Ensign Wealth 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 that combines model portfolio solutions, discretionary asset management, financial planning, and consulting services.

David Sears is a financial advisor with AE Wealth Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining AE Wealth Management in 2018, he worked at Bank of the Internet and Horter Investment Management. He is also the owner and manager of Secure Financial Solutions Group, LLC, which provides insurance sales and services, and Secure Estate Services, where he prepares and delivers legal documents. 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 including model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, operating a platform that integrates models from multiple sources with advisor-managed strategies.