Christopher Wallace is a CFP® and ChFC® with 14 years of experience in financial advising. He is currently with AE Wealth Management, LLC and has prior experience at Global Financial Private Capital. Wallace is also involved in insurance and financial planning through his ownership and advisory roles at WG Insurance Services and WG Financial Group. AE Wealth Management, LLC provides fee-based portfolio management, financial planning, and retirement-plan consulting services to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies to manage approximately $49.8 billion for over 127,000 clients.

Emily Mason is a CFP® with nine years of industry experience, currently affiliated with AE Wealth Management, LLC. Her prior experience includes roles at Morgan Stanley Smith Barney LLC and Merrill. Outside of her advisory work, she is involved in custom home building and garage door sales through her roles with Capstone Custom Homes, LLC and Best Door Co., GP. 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 asset management, and financial planning services.

Jacob Wagaman is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial, Redstone Federal Credit Union, and Raymond James & Associates Inc. He is also involved with WG Financial Group, where he provides financial advisory and insurance sales services. 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 model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that integrates AEWM-managed, third-party, and advisor-managed models.

Whitney Smith is a CFP®-certified financial advisor with six years of industry experience, currently associated with AE Wealth Management, LLC and WG Financial Group. Prior to these roles, Whitney worked at Morgan Stanley and Longview Financial Advisors. Whitney serves as a board member for two nonprofit organizations supporting families affected by child loss and pediatric critical care. AE Wealth Management, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining AEWM-managed, third-party, and advisor-managed models, along with financial planning and consulting services.

Graham Bauer is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and three years of industry experience. He has worked at WG Financial Group and AE Wealth Management since 2022. Prior to his financial career, he was involved with the Nashville Guitar Academy for five years. 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 asset management, and financial planning services.