Tammi Schorfhaar is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. She also serves as director of operations at James J. Morrison & Associates dba Morrison Financial Group, a role she has held since 1991. Outside of her advisory work, she is the secretary of the Ovid Township Planning Commission. 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, managing approximately $49.8 billion for over 127,000 clients.

Joshua Robinson is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Pepsi MidAmerica, Dollar General, and Coca-Cola. Outside of AE Wealth Management, he is also involved in insurance sales and services through Runestad Financial Services. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered investment approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Jason Schwebke is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and having two years of industry experience. He is the owner of JMS Tax & Consulting, LLC, which provides tax and business consulting services. Schwebke also serves as an assistant professor of accounting at Texas Tech University, and he is involved in youth sports as a basketball referee and tournament director for the Boys and Girls Club of Rockford. AE Wealth Management offers 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 supports third-party RIAs with sub-advisory and model-licensing services.

Cole Gardner is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and four years of industry experience. He also serves as a financial advisor at Jones Advisory Group. 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, financial planning, and consulting services.

Jake Peltier is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including NYLIFE Securities and MDRN Capital, LLC. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. 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 serving over 127,000 clients through a platform-focused approach.

Jacob Wagaman is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial, Redstone Federal Credit Union, and Raymond James & Associates Inc. He is also involved with WG Financial Group, where he provides financial advisory and insurance sales services. 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 integrates AEWM-managed, third-party, and advisor-managed models.

Ethan Jaworski is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Edward Jones. Outside of his advisory role, he is involved in client service administration and insurance sales through Jones Retirement Advisors. 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 manages approximately $49.8 billion through a high client-to-advisor ratio using discretionary model portfolios and a range of investment strategies.

Scott Taddiken is a Series 65 credentialed advisor with AE Wealth Management, LLC, where he has one year of experience. He also maintains a law practice as president and attorney of Stevens & Brand, LLP/Scott E Taddiken, P.A., which he has operated since 2005, and is involved in managing farmland through S Bar T, LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad range of clients including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, serving over 127,000 clients with a platform-based approach supported by discretionary model portfolios and systematic reporting.

Jenna Simpson is a CFP® professional at AE Wealth Management, LLC with four years of industry experience. She has held roles at Ashwood Metrics, where she is currently owner and creative director, and has operated as an operations manager in insurance sales at NuVenture Financial Group. 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 standardized model and platform services to manage assets for a large number of clients through discretionary model portfolios and multiple investment strategies.

Ryan Bates is a financial advisor with AE Wealth Management, LLC in Lakeland, FL, holding a Series 65 credential and 12 years of industry experience. His prior roles include positions at Saxony Securities and Kalos Management. He serves as Chapter President for the American Financial Education Alliance in Polk County, FL, where he conducts financial education workshops. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, employing fundamental, technical, and cyclical analysis methods across various investment strategies.

Ryan Meisemann is a financial advisor at AE Wealth Management, LLC with four years of industry experience and a Series 66 designation. His prior experience includes roles at Raymond James & Associates, Merrill Lynch, and Bank of America. Outside of advisory work, he is also involved in the hospitality industry as a bartender at Proper Hop Taphouse. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and multiple investment strategies, managing approximately $49.8 billion across more than 127,000 clients.

Wendy Wallace is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. She holds a Series 65 credential and has worked at AE Wealth Management since 2016 and at Lighthouse Financial Group since 2005, where she is also the sole proprietor involved in insurance sales and services. Additionally, she facilitates access to estate planning document services and is a member of The Society for Financial Awareness, a non-profit organization. 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 emphasizes model portfolio management and discretionary strategies supported by fundamental, technical, and cyclical analysis.

Carina Smaus is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo and Shunkwiler Financial. Additionally, she is a limited partner in a family farm, Smaus Farms, 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 utilizes discretionary model portfolios and a range of investment strategies, managing roughly $49.8 billion for more than 127,000 clients.

Hailey Melerine is a Series 65-licensed advisor with AE Wealth Management, LLC, bringing one year of industry experience. Her prior roles include positions at Gregory Ricks & Associates Inc. and Riverlands Insurance, and she has experience working at the University of New Orleans and Coconut Beach Volleyball Complex. 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 a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Leonardo Ramirez is a financial advisor at AE Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Aegis Capital Corp and National Life Group. Outside of his advisory role, he is also an insurance agent involved in explaining annuities to prospects. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plans, trusts, charities, 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 integrates both internal and third-party investment models.

George Fotiou is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and one year of industry experience. He has prior experience as owner and CEO of Limani Insurance, LLC and People First Retirements, LLC, where he was involved in insurance sales and 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 supports third-party RIAs with sub-advisory and model-licensing arrangements.

Anthony Ruggieri is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at firms including Ruggieri Wealth Advisors and Encompass More Asset Management. In addition to his advisory work, he is the owner of Ruggieri Financial and Marketing Group LLC, an independent insurance agency. AE Wealth Management is an SEC-registered investment adviser serving 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 ERISA plan services through a platform that integrates multiple model strategies and advisor-managed portfolios.

Scott Miller is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Ascent Advisors, Centerville Bank, and Massey & Associates, Inc prior to joining AE Wealth Management. 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 employs 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.

Max Bjurlin is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience with Equitable Advisors, LLC and Oxford Retirement & Estate Planning. Before entering the financial industry, he worked at Aspen Valley Golf Course and other roles outside finance. 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 range of investment strategies through discretionary model portfolios and supports third-party RIAs with sub-advisory and model-licensing services.

Jose Echeverri 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 previously worked at Delaware State University and Swan Financial Group, where he serves as president of an insurance agency. 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 multiple investment strategies, managing approximately $49.8 billion for over 127,000 clients.