Jeffrey Hendrix is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at OneAmerica Securities and American United Life. He serves as a board member for several nonprofit organizations, including the Sunny Days Foundation, Rally Foundation for Childhood Cancer, and Jayla's Voice, and is a partner at Wealth DX, a medical education firm. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical investment approaches to serve its approximately 127,000 clients.

David Padgett is a financial advisor with AE Wealth Management, LLC, holding Series 63, 65, and 66 licenses. He has experience working with affiliated firms including AE Financial Services, American Heritage Financial, and Padgett Private Wealth, as well as a long career in the US Navy since 2007. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and ERISA plan sponsors. The firm uses discretionary model portfolios and employs a range of investment strategies, supporting a large client base through standardized model and platform services.