Ryan Lundervold is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at AE Wealth Management since 2017 and has been involved with his own firm, Lundervold Financial, LLC, since 2006. He is the author of a book distributed to advisors and facilitates access to an estate planning document service platform for clients. 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 portfolios and standardized platform services, managing assets on a large scale with over 400 advisors and 127,000 clients.

Matthew Masyga is a CFP® with five years of industry experience, currently affiliated with AE Wealth Management, LLC. His previous roles include positions at Lundervold Financial, Advisornet Wealth Management, SBI Wealth Management, Merchant's Bank, and the University of St. Thomas. 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 mix of fundamental, technical, and cyclical investment approaches, managing approximately $49.8 billion for over 127,000 clients.