Mark Becque is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and over 30 years of experience in wealth management through his work with Wealth Management Strategies, Inc dba Green Valley Financial. He also serves as president and agent of Wealth Preservation Concepts Inc., which provides insurance products and Medicare brokerage services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plans, 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 combines internally managed and third-party models.

Adam Tracy is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Family Focus Financial Group, Bank of America, and Merrill. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad range of clients, utilizing discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies. The firm manages approximately $49.8 billion for over 127,000 clients and supports both individual and institutional investors through a platform-focused approach.

Kenneth Reeves is a financial advisor at AE Wealth Management, LLC with a Series 65 license and experience in the industry since 2015. He previously worked at New York Life, Equis Financial, and founded Apex Financial Group, where he remains involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a wide range of clients, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers various services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that combines multiple model strategies and advisor-managed accounts.

William Brooks is a Series 65-licensed advisor at AE Wealth Management, LLC with one year of industry experience. He also serves as a wealth manager at Oxford Retirement & Estate Planning and teaches adult financial education classes through Dare to Retire U. Outside of his advisory roles, he works as a bartender at The Cross Eyed Cricket Watering Hole. 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 with a range of investment strategies and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Debra Starkey is a financial advisor at AE Wealth Management, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Encompass More Asset Management LLC and Key Investment Services. She is also a licensed insurance agent providing insurance products through Alto Financial Group. AE Wealth Management offers 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 combination of fundamental, technical, and cyclical investment strategies to manage approximately $49.8 billion across over 127,000 clients.

Luke Bowman is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for seven years at Harrison Tax & Accounting. Outside of his advisory role, he is involved in insurance sales through Conservative Financial Solutions. 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 a platform servicing a large number of clients and advisors.

Tyler Trunko is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He is currently with AE Wealth Management, LLC and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Trunko serves on the University of Tampa Board of Counselors, where he participates in alumni support activities. 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 model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that integrates multiple model strategies and advisor-managed portfolios.

Renee Lague is a financial advisor at AE Wealth Management, LLC with four years of industry experience. She holds a Series 65 designation and has worked at AE Wealth Management since 2022. She also has a role as a client service manager and advisor in insurance sales and services at J. Biance Financial. 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, utilizing a model portfolio and discretionary management approach.

Brooks Gould is a CFP® and Series 66-licensed advisor with five years of industry experience. He is currently with AE Wealth Management, LLC and has prior experience at The Vanguard Group, Inc. and Money Management Resource Center. 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 combination of fundamental, technical, and cyclical investment approaches.

David Pradat II is a financial advisor at AE Wealth Management, LLC with a Series 65 designation. He has experience working at Freedom Financial Group and Northwestern Mutual, among other firms. His background also includes roles outside the financial industry. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, and charitable organizations. The firm offers a range of services such as model portfolio solutions, discretionary asset management, and financial planning, operating a platform that integrates multiple investment models and supports advisor customization.

Edwin Shepherd III is a financial advisor at AE Wealth Management, LLC, holding a Series 65 designation. He began his advisory career in 2024 and has previously worked at Howard Financial Group and in other roles outside the financial industry. 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 a platform-focused approach with discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Camille Butterfield is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. She has worked with Monolith Wealth Advisors, Inc. and Afea, and holds leadership roles including chapter president of a nonprofit that provides educational workshops. Additionally, she facilitates access to estate planning document services for clients. AE Wealth Management serves a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors, offering fee-based portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes model portfolio and direct asset management programs supported by fundamental, technical, and cyclical investment approaches.

Brent Keyes is a financial advisor with AE Wealth Management, LLC in Watertown, SD, holding a Series 65 designation and five years of industry experience. He has also been affiliated with Millennium Financial Services, Inc. since 2004, serving as an insurance agent and vice president. Additionally, Keyes is president of Brent Keyes, LLC, a firm involved in real estate ownership and fee collection related to AE Wealth Management. 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 platform services, managing approximately $49.8 billion for over 127,000 clients through a network of advisors.

Thomas Hill is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with AE Wealth Management, LLC since 2017 and previously worked at Global Financial Private Capital from 2010 to 2017. Hill also owns Freedom Financial Group, an insurance business based in Birmingham, AL. 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, discretionary asset management, financial planning, and consulting services.

Christopher Jones is a financial advisor with AE Wealth Management, LLC in Topeka, KS, holding a Series 65 designation and 10 years of industry experience. He is also the founder of Jones Advisory Group, where he has been involved since 2008, and he operates Jones Stables. 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, supporting a large client base through standardized model and platform services.

Kyle Rutschmann is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and two years of industry experience. He has worked at AE Wealth Management since 2025 and concurrently at Miller Retirement Group since 2024. Outside of his advisory role, he is involved in insurance sales and servicing insurance policies through Miller Retirement Group. AE Wealth Management is an SEC-registered investment adviser that serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

John Miavez is a financial advisor with AE Wealth Management, LLC holding a Series 66 designation and one year of industry experience. He previously worked at OneAmerica Securities, American United Life, and American Heritage Financial. His other business activities include non-variable insurance sales, such as fixed life and fixed annuities. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes standardized model and platform services, managing approximately $49.8 billion for over 127,000 clients across 444 advisors.

Amy Kincaid is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. Her career includes roles at Madison Avenue Securities, LLC and Capital Investment Group, Inc., and she is involved in several other business activities including serving as CEO of Kincaid Retirement and Wealth Management, authoring a published book, and managing Kincaid Property Management, LLC. 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 emphasizes model portfolio and direct asset management strategies, supporting advisors and third-party RIAs through sub-advisory and model-licensing arrangements.

Kurt Dimanna is a CFP® professional at AE Wealth Management, LLC with two years of industry experience. His prior roles include positions at Curio Wealth, LLC, Annapolis Financial Services, LLC, and Turner, Leins, and Gold 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, utilizing a range of investment strategies and serves over 127,000 clients through a platform-driven approach.

Carlton Murrey is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with AE Wealth Management and J. Biance Financial, Inc. since 2019. Outside of his advisory roles, he was involved with the Cradle of Forestry in America Interpretive Association for 11 years and Curtis Wright Outfitters, LLC for 19 years. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, and financial planning, supporting advisors with an internal investment consulting group and various licensing programs.