Jonathan Busch is a financial advisor at AE Wealth Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked with firms including Tucker Asset Management LLC and Park Ave Securities. In addition to his advisory role, he is an independent insurance agent through JF Busch & Associates, LLC. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, and charitable organizations. The firm employs a platform-centered approach that incorporates model portfolios, discretionary asset management, and financial planning services.

Dallas Collins is a financial advisor at AE Wealth Management, LLC with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Madison Avenue Securities, Boys and Collins Financial, and cfd investments, Inc. Outside of his advisory roles, Collins serves as a Notary Public in Indiana. 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 utilizes discretionary model portfolios and combines fundamental, technical, and cyclical investment strategies across a wide range of asset management programs.

Thomas Gandolfi Jr. is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has held positions at multiple firms including Three Bridges Financial Group, where he serves as president and owner, in addition to his advisory roles. Gandolfi is also an author and a classroom instructor for financial planning 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 individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and a variety of investment strategies, managing assets on a large scale primarily through standardized model and platform services.

Jay Johnson is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. Prior to joining AE Wealth Management in 2019, he worked at PTMW and spent 16 years at General Electric. He is also involved with Simply Stated Retirement Solutions, where he engages in insurance sales and related financial advisory activities. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach that includes model portfolio solutions, discretionary asset management, financial planning, and specialized plan services, supporting a high client load across its extensive advisor network.

Michael Dipaula is a financial advisor at AE Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2017, following prior roles at Everest Investment Advisors and Everest Wealth Management. In addition to his advisory work, he is involved in insurance sales through Flora & Dipaula Wealth Partners. 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 investment approach combining model portfolios managed by AEWM, third-party strategists, and advisor-managed models to provide tailored advisory solutions.

Grace Smith is a financial advisor at AE Wealth Management, LLC with four years of industry experience. She holds the Series 63 and Series 66 credentials and previously worked at PKS Advisory and Purshe Kaplan Sterling Investments. Outside of her advisory roles, she spent time working at the Guilderland YMCA and The State University of New York at Albany. 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 uses discretionary model portfolios managed internally and by third-party strategists, employing fundamental, technical, and cyclical investment approaches.

Bradley Jones is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has previously worked with Mass Mutual Investors Services and Strickler Jones Financial Group and currently owns and operates Jones Retirement Advisors, LLC, focusing on insurance sales and financial advisory services. 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 utilizes discretionary model portfolios and a variety of investment strategies, supporting its large client base through a platform-oriented approach.

Austin Fetch is a CFP® with 10 years of industry experience, currently advising at AE Wealth Management, LLC. His prior roles include positions at Charles Schwab and Ameriprise Financial Services, Inc. He also serves as an advisor for Dare To Retire U, where he teaches financial education classes. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that combines multiple model strategies and advisor customization.

Anna Challenger is a financial advisor at AE Wealth Management, LLC with a Series 65 designation. She has one year of industry experience and has previously worked at Eckberg Enterprises and Microtel Inn. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that integrates internally managed and third-party strategies.

Daniel Dietrich is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Encompass More Asset Management LLC and Alto Financial Group. Outside of his advisory role, he is also involved in life insurance and fixed annuity sales through Alto 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 range of investment strategies, managing approximately $49.8 billion across over 127,000 clients.

Jennifer Mcbee is a CFA® charterholder with nine years of industry experience. She is currently an advisor at AE Wealth Management, LLC, where she has worked since 2025. Prior to joining AE Wealth Management, she spent ten years at Nuance Investments. 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 integrates model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Renee Wilkinson is a financial advisor with AE Wealth Management, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked primarily with 360 Wealth Management, Inc. from 2007 to 2024 before joining AE Wealth Management in 2026. Beyond her advisory work, she has been involved with Arizona Realty One Group since 2006. 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 uses a variety of investment strategies and model portfolios, managing approximately $49.8 billion for over 127,000 clients through its platform and standardized services.

Jeffrey Massey is a CFP® professional with 23 years of industry experience, currently serving as an advisor at AE Wealth Management, LLC since 2018. He previously worked at Global Financial Private Capital, LLC and has maintained Massey & Associates, Inc. since 1995, where he also acts as president overseeing insurance sales. In addition to his advisory work, Massey is an author involved in book sales. 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 model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Samuel Sweitzer 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 Deloitte and Touche. Sweitzer is also involved in insurance sales and financial advising through Sweitzer Income Planning, a separate business he has operated since 2019. 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 portfolio solutions, discretionary asset management, financial planning, and consulting services.

Brett Burzynski is a financial advisor at AE Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at AE Wealth Management since 2018. In addition to his advisory role, he is the owner and president of Burzynski Group Retirement Solutions, an insurance sales business, and serves as president and director of My Josephine, Inc., a marketing organization. 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, utilizing a platform-centered approach that combines internally managed and third-party models tailored by advisors under discretionary authority.

Troy Frazier is a financial advisor at AE Wealth Management, LLC with 16 years of industry experience and holds a Series 65 credential. He has previously worked at Fusion Capital Management and Investment Advisor Corp and has operated his own firm, Frazier Wealth Strategies, Inc., since 2009, where he serves as CEO. In addition to advisory services, he facilitates estate planning document services for clients. 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.

Michael Trezza is a financial advisor with AE Wealth Management, LLC in Peoria, AZ, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior firms include Edelman Financial Engines and JPMorgan Securities LLC. 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 a variety of investment strategies and operates with a platform focus, managing approximately $49.8 billion for over 127,000 clients.

Daniel Futral is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at OneAmerica Securities, NYLIFE Securities LLC, and New York Life Insurance Company. Before entering financial services, he served in law enforcement with the Sandy Springs and Woodstock Police Departments and was a member of the Army National Guard. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, serving approximately 127,213 clients with standardized model and platform services across its network of advisors.

Amie Moran is a Series 65-credentialed financial advisor with seven years of industry experience. She is currently with AE Wealth Management, LLC and has also worked at IAMS Wealth Management, GFT Wealth Strategies, and Global Financial Trust. In addition to her advisory roles, she is involved in insurance sales and services through Global Financial Trust. 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 nearly $50 billion for over 127,000 clients across a platform-driven service model.

Nathan Barger is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Corecap Advisors and Lincoln Financial Distributors. Outside of advisory work, he is involved in farming activities through R & C Farms. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-based approach combining model portfolios, discretionary asset management, financial planning, and consulting services.