Nolan Morgan is a financial advisor at AE Wealth Management, LLC in Bend, OR, holding a Series 65 credential with two years of industry experience. His prior roles include positions at Aerodyne Wealth Management and BlueStone Retirement. Outside of his advisory duties, he is involved in health and wellness coaching with ShaeWellness, focusing on DNA-driven mental and physical wellbeing 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 employs a model portfolio approach with discretionary management, utilizing fundamental, technical, and cyclical strategies.

Julian Elliott 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 at Aerodyne Wealth Management and has a background that includes roles at Smartsheet and 10,000ft. Outside of his advisory work, he is involved with DadFit Daily. 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.