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Matthew M

Series 66

Chicago, IL

AE Wealth Management, LLC

Matthew Mirabella is a financial advisor at AE Wealth Management, LLC in Chicago, IL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Equitable Advisors LLC and independent contracting with Tax Smart, LLC and Scott Tucker Solutions, Inc. He has diverse work experience outside advisory services, including positions in retail and delivery. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a varied client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical investment approaches to serve over 127,000 clients through a platform-focused advisory model.

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

Series 65

Wilmington, NC

AE Wealth Management, LLC

Trenton Shady is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Carolina Retirement Planners and Tilia Fiduciary Partners, Inc. Outside of finance, he is the managing owner of Take It Away Trash Valet, LLC, a residential trash pick-up service. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion and serves over 127,000 clients, using discretionary model portfolios and a combination of fundamental, technical, and cyclical 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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Matthew W

Series 65

Topeka, KS

AE Wealth Management, LLC

Matthew Wymore is a financial advisor at AE Wealth Management, LLC in Topeka, Kansas, with two years of industry experience. He holds the Series 65 designation and previously worked at Azura Credit Union for 11 years. 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 discretionary model portfolios and employs fundamental, technical, and cyclical analysis methods to support its 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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