Elizabeth Borders is a financial advisor with AE Wealth Management, LLC, holding a Series 65 license and five years of industry experience. Prior to joining AE Wealth Management in 2024, she worked at Magnolia Wealth Management, LLC and has operated Elizabeth Cook LLC since 2021. Outside of her advisory role, she owns and manages a family farm and is involved in facilitating estate planning document services. 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 relies on discretionary model portfolios and offers services that include sub-advisory and model-licensing arrangements across a large-scale platform.

Brandon Seifert is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at AE Wealth Management since 2021 and previously spent eight years with Securities America Inc. and Securities America Advisors. 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 approach featuring model portfolio solutions, discretionary asset management, financial planning, and various plan services.

Adam Tau is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior experience includes roles at Madison Avenue Securities, Dynamic Wealth Strategies, and North Ridge Wealth Planning. Outside of advisory work, he is involved in several e-commerce ventures and serves as a director of a small business providing health insurance. 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 employs a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, offering a range of services such as financial planning, discretionary asset management, and plan services.

Heather Hernandez is a financial advisor at AE Wealth Management, LLC with five years of industry experience. She holds a Series 65 designation and has worked at AE Wealth Management since 2020. Prior to that, she was with Alliance Wealth Management Group beginning in 2018 and Senior Planning Agency from 2006 to 2018. Hernandez also assists with financial education on Social Security and Medicare benefits. 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 other services through a platform-centered approach that combines managed models from various sources and advisor-managed strategies.

Michael Kolasa is a Series 65-licensed financial advisor at AE Wealth Management, LLC with six years of industry experience. He has worked at AE Wealth Management since 2020 and also has a longstanding role with Epic Planning, LLC, where he is involved in life insurance and annuity sales. Outside of his advisory work, he is an owner of The Hub Co-Op, LLC, a real estate leasing business in Martinsburg, WV. 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 including model portfolio solutions, discretionary asset management, financial planning, and plan consulting, supported by a platform that integrates multiple model managers and advisor-managed portfolios.

Dustin Meza is an investment advisor representative at AE Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Waddell & Reed Inc., Thrivent Investment Management Inc., and Nuance Investments, LLC. 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 with model portfolio solutions, discretionary asset management, financial planning, and specialized plan services.

David Fullmer is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with AE Wealth Management since 2016 and has worked at Premier Alliance Financial Companies since 1999. Outside of his advisory role, he is involved with Premier Alliance Retirement Solutions, focusing on fixed insurance sales, and Premier Alliance Property & Casualty, which provides referral services. 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 emphasizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements, managing approximately $49.8 billion for over 127,000 clients.

Sean Nolan is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Family Focus Private Wealth LLC and Family Focus Retirement Group LLC. Outside of advising, he is president of Must Be Nice Media, Inc., a graphic design and project management company. 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, and financial planning services.

Emily Mason is a CFP® with nine years of industry experience, currently affiliated with AE Wealth Management, LLC. Her prior experience includes roles at Morgan Stanley Smith Barney LLC and Merrill. Outside of her advisory work, she is involved in custom home building and garage door sales through her roles with Capstone Custom Homes, LLC and Best Door Co., GP. 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.

Stacia Williams is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and five years of industry experience. She also serves as a board member of Commissioned To Heal Incorporated, a nonprofit providing resources to the homeless, women, and children, including a food and clothing pantry and mental health counseling. Williams has held roles with S R Williams Holdings LLC dba Prosperity Wealth Management LLC and Williams Financial Group. 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 plan services through a platform that combines AEWM-managed, third-party, and advisor-managed models.

Jacob Greene is a financial advisor at AE Wealth Management, LLC with a Series 66 designation and one year of industry experience. His prior work history includes roles at Freedom Financial Group, Ameriprise, and Publix. 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 multiple model portfolios and discretionary management, supporting advisors with reporting, portfolio construction, and licensing programs.

Ryan Jankowski is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2021. Prior to that, he was associated with Ensign Wealth Management and also has experience in the pharmaceutical sector with Farmacia Vida. 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 range of investment strategies, managing approximately $49.8 billion for over 127,000 clients across its advisory team.

William Harrison is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Madison Avenue Securities and Dragon Financial Services. Outside of advising, he has been involved in insurance sales through Anders & Anders Financial Group, where he serves as an agent. 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 a combination of fundamental, technical, and cyclical strategies to manage approximately $49.8 billion for over 127,000 clients.

Jamie Lawhorne 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 previously at firms including American Heritage Financial, OneAmerica Securities, and MML Investors Services. He is also the owner of Royalty Financial Strategies, which engages in non-variable insurance sales. 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 manages approximately $49.8 billion through a platform that emphasizes standardized model portfolios and a high client-to-advisor ratio.

Brice Murphy is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Bridgepoint Education and Comprehensive Advisor. Murphy is also involved in insurance sales and services through Comprehensive Advisor. AE Wealth Management serves a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered investment approach featuring model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Stephen Myers is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 designations and 23 years of industry experience. He has worked at several firms, including Reverent Asset Management, ProEquities, Inc., KCA Wealth Management, and 1847 Financial. Outside of his advisory roles, Myers is a co-founder of Reverent Asset Management, where he is involved in the sale of fixed life insurance, annuities, and long-term care products, and he also sells home and auto insurance to friends and family. 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 that combines model portfolio solutions, discretionary asset management, financial planning, and consulting services, supported by an internal Investment Consulting Group and programs licensing models to other RIAs.

Jeffrey Nabholz is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining AE Wealth Management in 2018, he worked at Center Street Advisors, Inc. and has served as president of Asset Protection Strategies, LLC since 2007, 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 combining model portfolios, discretionary management, financial planning, and specialized plan services.

Ryan Poticny is a Series 65-licensed advisor with AE Wealth Management, LLC, based in Jacksonville, FL. He has one year of experience at AE Wealth Management and also works with J Biance Financial. Prior to his financial advisory roles, he was involved in roofing and construction and held positions in real estate and education. Poticny is licensed to write life insurance when suitable and has experience referring clients to real estate professionals. 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 primarily uses discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients through a platform-focused approach.

Alexander Walley is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Hill Wealth Management dba FreedomFinancial Group and in healthcare support roles at St. Vincent's Hospital and Athena Health. Outside of his advisory duties, he is involved in insurance sales and client services through Freedom Financial Group. 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 nearly $50 billion across more than 127,000 clients.

John Mckean is a CFP® professional with 10 years of industry experience. He is currently a financial advisor at AE Wealth Management, LLC and a speaker for the American Financial Education Alliance, a nonprofit organization that provides financial education to consumers. He has also been involved with Comprehensive Advisor LLC since 2016. AE Wealth Management, LLC serves a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors, providing fee-based portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a range of investment strategies through discretionary model portfolios, supporting scalability with a high client-to-advisor ratio across its platform.