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Bradley B

Series 65

Mobile, AL

AE Wealth Management, LLC

Bradley Bigler is a financial advisor at AE Wealth Management, LLC with Series 65 credentials and one year of industry experience. Prior to his current role, he spent nine years with Bigler Development. 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 offers a range of investment strategies supported by regular reporting and performance reviews.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Brian M

CFP®, ChFC®, Series 66

Scottsdale, AZ

AE Wealth Management, LLC

Brian Meythaler is a financial advisor with AE Wealth Management, LLC, holding the CFP® and ChFC® designations and nine years of industry experience. His prior roles include positions at USAA Financial Planning Services, USAA Financial Advisors Inc, and USAA Investment Management Company. He is also involved with Clear Solutions, LLC DBA Bergen Financial Group. 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 combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Arthur I

Series 63, Series 66

Parker, CO

AE Wealth Management, LLC

Arthur Isberg is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Janus Henderson Investors, Ares Wealth Management Solutions, and Covered Insurance Solutions. Outside of his advisory work, he serves as a trustee for two irrevocable life insurance trusts and operates a tax preparation service for individuals and trusts. 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 investment strategies supported by a dedicated Investment Consulting Group, managing approximately $49.8 billion for over 127,000 clients.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Graham B

Series 65

Huntsville, AL

AE Wealth Management, LLC

Graham Bauer is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and three years of industry experience. He has worked at WG Financial Group and AE Wealth Management since 2022. Prior to his financial career, he was involved with the Nashville Guitar Academy for five years. 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.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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William W

CFP®, ChFC®, Series 63, Series 65

Scottsdale, AZ

AE Wealth Management, LLC

William Wilkinson III is a CFP® and ChFC® with 20 years of industry experience. He is currently with AE Wealth Management, LLC and also serves as CEO and President of 360 Wealth Management, Inc., where he is involved in insurance sales and services. His prior experience includes working at American Mortgage Specialists, Inc. 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 a platform-centered approach featuring model portfolio solutions, discretionary asset management, and financial planning services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Ralph N

Series 66, Series 63

Sarasota, FL

AE Wealth Management, LLC

Ralph Nicosia II is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Madison Partners and CreativeOne Wealth. Outside of advisory roles, he serves as president of an insurance sales and services business. 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 analysis across various investment strategies.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Carl L

Series 65, Series 63

Hendersonville, NC

AE Wealth Management, LLC

Carl Leblanc is a financial advisor at AE Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work history includes roles at J Biance Wealth Management, J Biance Financial, LPL Enterprise, Pruco Securities, The Prudential Insurance Company of America, Lincoln Investment Planning, and New York Life Insurance Company. 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, serving approximately 127,213 clients with a focus on scalable, platform-driven services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Lisa B

Series 63, Series 65

Topeka, KS

AE Wealth Management, LLC

Lisa Becker is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at several firms including Lord's Financial Planning and Gradient Securities, and currently serves as a transition consultant assisting advisors in moving client accounts. 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 investment approach combining various model portfolios and discretionary management with tailored client solutions.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Brooke G

CFP®, CFA®, Series 63

Topeka, KS

AE Wealth Management, LLC

Brooke Garcia is a CFP® and CFA® with 11 years of industry experience, currently affiliated with AE Wealth Management, LLC. Her prior roles include positions at ENDEX Capital Management, DeMarche Associates, and CoreFirst Bank & Trust. Outside of her advisory work, she is the founder and president of Ambassador Financial, a nonprofit providing micro-loans to entrepreneurs in poverty, and serves on the board of directors for the CFA Society of Kansas City. 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 management and discretionary asset management utilizing various analytical strategies and supports a high client-to-advisor ratio through standardized platform services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Stephen Z

Series 63, Series 65

Troy, MI

AE Wealth Management, LLC

Stephen Zannetti is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Citizens Bank, Citizens Securities, Flagstar Bank, and various retail companies. He is also involved with Burzynski Group Retirement Solutions, where he provides insurance sales and wealth advisory services. 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.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Cole C

Series 65

Birmingham, AL

AE Wealth Management, LLC

Cole Czajkoski is a financial advisor at AE Wealth Management, LLC in Birmingham, AL, holding a Series 65 credential with five years of industry experience. Prior to joining AE Wealth Management in 2021, he worked at Hill Wealth Management DBA Freedom Financial Group starting in 2020 and has experience with United Parcel Service. 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 nearly $50 billion for over 127,000 clients.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Kris L

Series 66, Series 65

Houston, TX

AE Wealth Management, LLC

Kris Lloyd Jr. is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and has been involved in financial planning and wealth management through his roles at AE Wealth Management, The Lloyd Financial Group, LLC, and Lloyd Tax Planning, LLC. In addition to his advisory work, he is active in financial education as an educator and speaker for nonprofit organizations such as the American Financial Educators Alliance and the Society for Financial Awareness. 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 delivers services through a platform-focused approach serving a large number of clients with standardized investment solutions.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Dalton M

Series 65

Topeka, KS

AE Wealth Management, LLC

Dalton Minor is a Series 65-licensed financial advisor with AE Wealth Management, LLC in Topeka, KS, where he has worked since 2019. He has six years of industry experience, including prior roles at United Parcel Service and USD 377. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, employing a platform-focused approach with discretionary model portfolios and multiple investment strategies. The firm manages approximately $49.8 billion for over 127,000 clients through a network of more than 400 advisors.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Christopher T

Series 65

Sun City, AZ

AE Wealth Management, LLC

Christopher Thomas is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Dare To Retire U and Hybrid Retirement Solutions LLC DBA Oxford Retirement & Estate Planning. Outside of advisory roles, he teaches classes through Dare To Retire U. 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 a high client load per advisor and a complex affiliate structure.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Bryan L

Series 66

Mansfield, TX

AE Wealth Management, LLC

Bryan Leake is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at The Keever Group and Ameriprise Financial Services, Inc. for 16 years and has held roles at Wellspring Associates and HighTower Advisors. Leake is also involved with Biltmore Financial Services as a paraplanner, assisting in financial and retirement planning. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, and businesses. The firm offers model portfolio solutions, discretionary asset management, and financial planning through a platform that integrates both internal and third-party managed models.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Sarah F

ChFC®, Series 65

Hunt Valley, MD

AE Wealth Management, LLC

Sarah Flora is a ChFC® credentialed financial advisor with 11 years of industry experience. She has worked at AE Wealth Management, LLC since 2017 and previously spent four years at Everest Wealth Management and Everest Investment Advisors, Inc. Flora is also an officer at Flora & DiPaula Wealth Partners, where she 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 model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that combines AEWM-managed, third-party, and advisor-managed models.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Kenneth E

Series 63, Series 66

Huntington Beach, CA

AE Wealth Management, LLC

Kenneth Earwood is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Parkland Securities for nine years and has been president of Titan Financial & Insurance Solutions, Inc., an insurance sales and services firm, since 2004. 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 internally, by third parties, and by advisors, offering a range of services from financial planning to discretionary asset management.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Jonathan H

Series 65

Beloit, WI

AE Wealth Management, LLC

Jonathan Hoskins is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Seyller Financial Group, LLC and KP Counseling. Outside of his advisory role, he is also an insurance agent 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 model portfolio solutions, discretionary asset management, financial planning, and plan services, utilizing a platform-centered approach that incorporates models managed internally, by third parties, and by advisors.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Charles D

Series 65

Round Rock, TX

AE Wealth Management, LLC

Charles Dial is a financial advisor at AE Wealth Management, LLC in Round Rock, TX. He holds a Series 65 designation and has been working in the industry since 2023. His prior experience includes roles at Alto Financial Group, Smarter With Money LLC, and Concordia University Texas. 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 a platform approach, managing approximately $49.8 billion through standardized model and direct asset management programs.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Diana S

Series 65

Mesa, AZ

AE Wealth Management, LLC

Diana Stultz Bianchi is a financial advisor at AE Wealth Management, LLC with two years of industry experience. She holds a Series 65 designation and has worked at several firms, including Ensign Wealth Management and Teton Wealth Group. Outside of her advisory role, she serves as Director of Client Relations at Ensign Wealth Management, where she is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving 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.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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