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Kristine S

Series 66

Dayton, OH

AE Wealth Management, LLC

Kristine Skomer is a financial advisor at AE Wealth Management, LLC with 25 years of industry experience. She holds a Series 66 designation and has held previous roles at Arkadios Capital, Russell Total Wealth & Wellness, and The Huntington Investment Co. She also serves as Chief Compliance Officer at Russell Total Wealth & Wellness. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, utilizing discretionary model portfolios and a range of investment strategies to serve individuals, corporations, trusts, and ERISA plan sponsors.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Curvin M

Series 66

Dayton, OH

AE Wealth Management, LLC

Curvin Miller is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Kalos Capital, Arkadios Capital, and Russell Smart Insight Tax Advisors, LLC. Outside of advising, he owns Curv's Collectibles LLC, a business focused on buying and selling collectibles. 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 platform-based approach that combines models managed internally, by third parties, and advisor-managed solutions, supporting a wide range of investment and financial planning services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Robert R

Series 66

Dayton, OH

AE Wealth Management, LLC

Robert Russell is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has held leadership roles at Russell Smart Insight Tax Advisors, LLC, and Russell Capital Management, LLC, and has operated Russell Total Wealth and Wellness since 2003. Outside of advisory work, he is chairman, president, and treasurer of Do Good Marketing, a marketing services firm. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charities, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that integrates internal and third-party strategies, supporting a high client load per advisor.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Andrea D

Series 66

Dayton, OH

AE Wealth Management, LLC

Andrea Doller is a Series 66-credentialed financial advisor with 19 years of industry experience, currently with AE Wealth Management, LLC. Her prior roles include positions at Arkadios Capital, Kalos Capital, Inc., and PNC Investment, LLC. Outside of advising, she serves as Board Chair for the Dayton Children's Hospital Planned Giving Advisory Committee and is a minority partner in a tax preparation and planning firm. 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 offers various advisory and sub-advisory services, managing nearly $50 billion for over 127,000 clients.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Andrew H

Series 63, Series 65

Dayton, OH

AE Wealth Management, LLC

Andrew Hackworth is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Arkadios Capital, Russell Total Wealth & Wellness, and J.P. Morgan Securities. Outside of finance, he is also a self-employed musician who performs in pit orchestras. 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 emphasizes discretionary model portfolio management and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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William B

Series 66

Dayton, OH

AE Wealth Management, LLC

William Burke is a Series 66-licensed financial advisor with three years of industry experience, currently with AE Wealth Management, LLC. His prior roles include positions at Arkadios Wealth Advisors, Arkadios Capital, and Russell Total Wealth and Wellness, where he is also involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and consulting through a platform that integrates multiple model providers and supports advisor customization.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Joshua W

CFP®, Series 66

Dayton, OH

AE Wealth Management, LLC

Joshua Winger is a CFP® professional with three years of industry experience, currently affiliated with AE Wealth Management, LLC. He previously worked at Arkadios Wealth Advisors and Arkadios Capital and is also involved with Russell Total Wealth & Wellness as a wealth advisor. Outside of his advisory roles, he has experience in insurance sales and services through Russell Total Wealth & Wellness. 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 utilizes discretionary model portfolios and offers comprehensive reporting and investment consulting services, managing approximately $49.8 billion across more than 127,000 clients.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Erik H

Series 66

Dayton, OH

AE Wealth Management, LLC

Erik Hagstrom is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Arkadios Wealth Advisors, Arkadios Capital, and Russell Total Wealth & Wellness, where he also provides 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 platform-centered approach combining model portfolio solutions, discretionary management, financial planning, and consulting services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Joshua B

Series 65

Dayton, OH

AE Wealth Management, LLC

Joshua Burns is a financial advisor with AE Wealth Management, LLC in Dayton, Ohio. He holds a Series 65 designation and has experience working at AE Wealth Management and Russell Total Wealth & Wellness since 2026. His prior roles include positions at Lendmark Financial, OneMain Financial, Advanced Drainage Systems, Around Campus Group, and Amway Corporation. 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 emphasizes model portfolio and direct asset management programs, utilizing fundamental, technical, and cyclical analysis with various investment strategies.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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