Caleb Costellow is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and experience in the financial services industry dating back to 2016. His work history includes roles at Southern Kentucky Financial Services, CareFree Insurance Services, Cardinal Integrated, Costellow Agency, and Cornerstone Senior Services. Outside of his advisory work, he manages Advantage National Marketing LLC, an insurance brokerage and sales business, as well as Costellow Agency LLC, a holding company. 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 utilizes a platform-centered approach that combines internally managed and third-party model portfolios, discretionary asset management, and financial planning services.

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.

Wayburn Costellow is a financial advisor at AE Wealth Management, LLC with 17 years of industry experience. He holds the ChFC® designation and has worked at several firms, including Summit Tax Partners LLC and Magnolia Wealth Management LLC. Outside of his advisory roles, he teaches retirement planning courses through the Society for Lifelong Learning at Western Kentucky University and is involved with The Prepare Institute, a nonprofit educational organization. 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 utilizes discretionary model portfolios and offers various investment strategies while managing approximately $49.8 billion for over 127,000 clients.