Scott Warner is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at multiple firms, including Life Design Financial and Global Financial Private Capital, LLC. He is also involved in insurance sales and services through his ownership of Life Design Financial. 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 with internal consulting and licensing programs.

Joshua Blaker is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and 13 years of industry experience. He is also the founder of Accrue Wealth Designs and serves as a classroom instructor for financial education through the American Financial Education Alliance. Additionally, he is president and owner of J&M Blaker 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 emphasizes model portfolio and direct asset management programs supported by fundamental, technical, and cyclical investment analyses.

Michael Klebba is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. Prior to joining AE Wealth Management in 2021, he worked at Charles Schwab & Co., Inc. for 10 years. He is also involved with Burzynski Group Retirement Solutions, offering insurance and annuity products. 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 approximately $49.8 billion for over 127,000 clients across 444 advisors.

John Mints Sr. is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has previously worked at Triumph Wealth Advisors, Regal Investment Advisors, and Biltmore Financial Services, where he also serves as Managing Director. Outside of his advisory role, he is involved with the Mansfield Food Bank as a committee member, speaking at events and contributing as a donor. 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 range of investment strategies, supporting a large client base through standardized model and platform services.

Matthew Ure is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Defense Retirement Systems, Anthony Capital LLC, and AE Wealth Management. Outside of his advisory role, he manages a family farm involved in agricultural product trading. 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 standardized model portfolios and discretionary asset management, serving over 127,000 clients through a platform-focused approach.

Peter Tychsen is a financial advisor at AE Wealth Management, LLC with Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Gibbs Wealth Management, Brookstone Wealth Advisors, and Preservation Financial Group. Tychsen also serves as an instructor and educator, conducting financial education workshops for organizations such as the Society of Financial Advisors and the National Retirement Foundation. 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 employs fundamental, technical, and cyclical investment approaches across various strategies.

Nicholas Taylor is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at RetireWise Tax & Wealth Advisors and Kansas State University. Outside of his advisory role, he is involved in insurance and annuity sales through Miller Retirement Group, where he manages client relationships. 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 a range of investment strategies, serving over 127,000 clients with a platform-focused approach.

Kevin Divecha is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at AE Wealth Management since 2023 and previously at Wealth Watch Advisors and Wealth Financial Advisory Services, LLC. Divecha is also president of DIVECHA Financial, LLC, where he 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 portfolio solutions, discretionary asset management, financial planning, and consulting services.

Matthew Klaess is a financial advisor with AE Wealth Management, LLC in Denver, CO, holding a Series 65 credential and 13 years of industry experience. He has worked at AE Wealth Management since 2017 and has been involved with MSK Insurance Agency, LLC as an owner and agent since 2010. Klaess also facilitates access to 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 portfolios from AEWM, third-party strategists, and advisor-managed models, supported by an internal Investment Consulting Group and programs that license models or provide SMA management to other RIAs.

Russell Mercier is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and has prior experience at Fisher Investments and Big Financial Services LLC. Mercier is also active as an insurance agent with Trident Retirement Group. 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 manages approximately $49.8 billion through model portfolio and direct asset management programs, emphasizing standardized model and platform services.

Christian Wallace is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at WG Financial Group and Academy Sports and Outdoors. Outside of his advisory role, Wallace assists in financial planning and client services as a paraplanner, including selling insurance products. 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 range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, operating a platform that combines internally managed and third-party models with advisor-managed options.

James Bear is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at AE Wealth Management since 2017 and previously at Global Financial Private Capital. Outside of his advisory work, he is a self-employed musician who plays drums in a band. 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 consulting services.

Justin Williams is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience with Strategic Estate Planning Services and Hillwood, a Perot Company. Williams served five years in the United States Marine Corps. He also assists agents in retirement planning through his role at Strategic Estate Planning 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, operating a platform that integrates various managed models and supports advisor customization.

James Jeansonne is a CFP® professional with 17 years of experience in financial advisory services. He has worked at AE Wealth Management, LLC since 2018 and previously spent eight years with Global Financial Private Capital, LLC. Outside of his advisory work, he owns and operates a cattle farm. AE Wealth Management, LLC is an SEC-registered firm serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach that integrates models managed internally, by third-party strategists, and by advisor-managed models, offering a range of investment and planning services.

Philip Gordley is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AE Wealth Management since 2016. In addition to his advisory role, Gordley has been an insurance agent selling life, health insurance, and fixed and indexed annuities through Core Financial since 1982. 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 consulting services through a platform that integrates AEWM-managed, third-party, and advisor-managed models.

Breann Urban is a financial advisor at AE Wealth Management, LLC with a Series 65 license and two years of industry experience. She has held roles at several firms including Leverage Planning, CETERA Advisor Networks LLC, and Pacific 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 over 127,000 clients with a focus on scalable platform services.

Gary Crawford Jr. is a Series 65-licensed financial advisor with AE Wealth Management, LLC, based in Ocala, FL, and has five years of industry experience. He is also a joint owner of Assurity Retirement Solutions and owner of Pinnacle Retirement Advisors, LLC, where he 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, supported by an internal Investment Consulting Group and various licensing and sub-advisory programs.

Dominick Chicago is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch, Edward Jones, and Equitable Advisors. Outside of his advisory roles, he has been involved with Windy City Rentals. 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 programs, employing fundamental, technical, and cyclical investment strategies across a large client platform.

Michael Hepner is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at AE Wealth Management, LLC since 2018. His prior experience includes roles at Global Financial Private Capital, LLC and Virtue Capital Management, LLC. He also owns Hepner Inc and is co-owner of Legacy Retirement Advisors Inc, both involved in insurance sales. 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 employs a platform-driven approach with discretionary model portfolios and supports a large client roster through standardized investment solutions.

Heather Lauseng is a financial advisor at AE Wealth Management, LLC with four years of industry experience. She holds the Series 66 designation and has worked at AE Wealth Management since 2020. Prior to her current role, she was employed by Grace Point Church and the Kansas Department of Corrections. 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 ERISA plan services through a platform that integrates multiple model strategies and advisor-managed options.