Jordan Reynolds is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and two years of industry experience. He has worked at AE Wealth Management since 2023 and is also associated with Reynolds Financial Group, where he provides life insurance and annuities. Additionally, he facilitates estate planning document services for clients. 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-based approach combining model portfolios, discretionary asset management, financial planning, and plan services, supporting a high client load per advisor and a range of internal and external investment solutions.

James Morrison is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and over 52 years of industry experience. He has been with AE Wealth Management since 2017 and previously worked at Global Financial Private Capital, LLC and GF Investment Services, LLC. Morrison also operates James J. Morrison & Associates dba Morrison Financial Group, where he serves as Vice 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 offers a range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, utilizing a platform-centered approach that integrates both internal and third-party investment models.

Anthony Mampieri is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including LifePro Asset Management, Kestra Financial Services Inc., and Goldberg, Clouse and Edgell, LLC. Outside of AE Wealth Management, he is involved with Merit Advisors LLC, where he sells life insurance and fixed indexed annuities as a wealth strategist. 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 featuring model portfolio solutions, discretionary asset management, financial planning, and plan services, with an internal Investment Consulting Group supporting reporting and portfolio construction.

Seth Desautel is a financial advisor with AE Wealth Management, LLC based in Warwick, RI. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining AE Wealth Management in 2021, he worked at Merrill Lynch and Merrill Edge from 2016 to 2018 and was involved with Massie DeMarco as a general contractor. He is also active with Massey and Associates, Inc., where he serves as an investment advisor. 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 a combination of fundamental, technical, and cyclical investment strategies to manage approximately $49.8 billion for over 127,000 clients.

Adam Young is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked at AE Wealth Management since 2024. Prior to this, he has experience with Advisors Excel and the Kansas Department of Commerce. AE Wealth Management is an SEC-registered investment adviser serving a broad range of clients 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 multiple management approaches and supports advisor customization.

Cameron Clay is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. His prior roles include positions at Encompass More Asset Management LLC and Verity Asset Management. Outside of his advisory work, he co-founded Cameron and Winter LLC, a ministry offering marriage, relationship, and parental coaching 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 investment approach combining model portfolios from multiple sources with advisor-managed solutions and offers a range of services such as financial planning, discretionary asset management, and plan consulting.

Michelle Gee is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and seven years of industry experience. Her prior roles include positions at AE Financial Services, Allstate, and Fidelity State Bank, as well as experience in consignment retail and homemaking. 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 relies on discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Jeffrey Wadsworth is a CFP® with 34 years of industry experience, currently affiliated with AE Wealth Management, LLC and Madison Avenue Securities, LLC. He serves as CEO and financial advisor at Wadsworth Financial Consulting, LLC, a firm he founded in 2006. Outside of his advisory roles, he is chairman of the board for EPIC International, a Christian charity. 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 supports third-party RIAs through sub-advisory and model-licensing arrangements.

Ethan Robertson is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining AE Wealth Management, he worked for over a decade at Coggin Honda St Augustine within the Asbury Automotive Group. He also serves as a financial advisor at NuVenture Financial Group, where he sells life insurance and annuities. 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 management, and financial planning, supported by an internal Investment Consulting Group and various licensing and sub-advisory programs.

Jacob Mcleod is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and one year of industry experience. He has worked at AE Wealth Management and NuVenture Financial Group since 2023. Outside of advisory work, he has experience in several industries including roofing, retail jewelry, and food 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 employs discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Jacob Mc Crory is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and five years of industry experience. He previously worked at BKD LLP and RSMUS LLP and is also involved with DPW Financial, where he engages in insurance sales and investment advisory activities. 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 management and discretionary investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Caleb Bitner is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including client service and insurance sales focusing on annuities, life insurance, and Medicare plans. Prior to his current position, Caleb has experience in hospitality and retail sectors. 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.

Max Snodgrass is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. He has been with AE Wealth Management since 2019 and has concurrently maintained a role at Preferred Financial since 2014, where he is involved in insurance sales. AE Wealth Management is an SEC-registered adviser serving a diverse client base that includes individual investors, retirement plans, trusts, charities, and businesses. The firm offers a platform-based approach combining model portfolios, discretionary management, and financial planning services.

Charisse Mackenzie is a financial advisor with AE Wealth Management, LLC, holding a Series 65 license and 13 years of industry experience. Her prior roles include positions at Regal Investment Advisors, LLC and Saturn Wealth, LLC, where she is also president. In addition to her advisory work, Mackenzie is an author and is involved in financial education through the Institute for Women's Financial Education and the Society of Financial Awareness. 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 employs a range of investment strategies through discretionary model portfolios and supports third-party RIAs with sub-advisory and model-licensing services.

Jonathan Joles is a Series 65-licensed advisor with AE Wealth Management, LLC, where he has worked since 2019. He has six years of industry experience and is also involved with J. Biance Financial as an associate advisor focusing on insurance sales. Prior to his advisory roles, he held positions with Hardee County Family YMCA and Sun'n Lake Improvement District. 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 model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that combines models managed internally, by third parties, and by advisors.

Dino Dziergas is a financial advisor at AE Wealth Management, LLC in Tampa, FL, with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Bayview Wealth Management and Pruco Securities, LLC. Outside of his advisory role, he is also involved in insurance sales. 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 a combination of fundamental, technical, and cyclical investment strategies to serve its clients.

Walter Bak 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 AE Wealth Management since 2018, following three years at Woloshin Investment Management, LLC. In addition to his advisory role, he has operated the Law Office of Walter E. Bak since 1983, focusing on estate planning and elder law. 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 range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that integrates multiple model strategies and advisor customization.

Michael Rossetti is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds a Series 65 credential and previously worked with FDR Wealth Management, LLC and has been involved in the insurance and financial services industry since 2015. Outside of advisory services, he has experience managing insurance sales and related business operations at FDR Financial Services. 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 employs a combination of fundamental, technical, and cyclical investment strategies, managing nearly $50 billion across more than 127,000 clients.

Richard Osmond Jr. is a financial advisor at AE Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Bank of America, Merrill, Santander Securities, and J.P. Morgan Securities. Osmond is also involved with Family Focus Financial Group, where he provides 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, and charitable organizations. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and specialized plan services.

Levi Wedel is a CFP® with nine years of industry experience, currently serving as a financial advisor at AE Wealth Management, LLC. He previously worked at Miller Retirement Group and Advisors Excel, LLC. In addition to his advisory role, he helps manage the finances and operations of a real estate holding LLC. 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, supported by a platform that serves over 127,000 clients through 444 advisors.