Paul Macdonald is a financial advisor at AE Wealth Management, LLC, holding the ChFC® designation with 31 years of industry experience. He has worked at AE Wealth since 2023 and has prior experience at Money Concepts Capital Corp and PGI Financial Services, where he serves as president. In addition to his advisory role, he is an author of a book published in 2025. 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 model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that combines AEWM-managed, third-party, and advisor-managed models.

Carissa Shivers is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and nine years of industry experience. Her career includes roles at Edward Jones and Money Concepts Capital Corp. She is also involved with PGI Financial Services, where she engages in insurance sales and financial advisory services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and discretionary investment strategies utilizing fundamental, technical, and cyclical analysis.