Caleb Bitner is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including client service and insurance sales focusing on annuities, life insurance, and Medicare plans. Prior to his current position, Caleb has experience in hospitality and retail sectors. 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.

Levi Wedel is a CFP® with nine years of industry experience, currently serving as a financial advisor at AE Wealth Management, LLC. He previously worked at Miller Retirement Group and Advisors Excel, LLC. In addition to his advisory role, he helps manage the finances and operations of a real estate holding LLC. 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 variety of investment strategies, supported by a platform that serves over 127,000 clients through 444 advisors.

Cody Meeks is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and nine years of industry experience. He has been with AE Wealth Management since 2017 and is also the managing principal of Financial Integrity, LLC, where he is involved in insurance sales and services. 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 such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform-centered approach that combines internally managed and third-party models.