Jacob Mc Crory is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and five years of industry experience. He previously worked at BKD LLP and RSMUS LLP and is also involved with DPW Financial, where he engages in insurance sales and investment advisory activities. 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 management and discretionary investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Daniel Weisenbach is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Ameritas Life Insurance Corp and Ameritas Investment Corp, with additional experience as a self-employed advisor. Outside of his advisory work, he owns and operates DPW Financial LLC, which conducts financial classes and seminars. 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 provides a platform combining model portfolio solutions, discretionary asset management, financial planning, and consulting services, with a unique operational structure supporting a high client load per advisor.