Eric Rickert is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Mutual of Omaha and Shunkwiler Financial. Rickert also holds roles involving insurance sales and alternative investments. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting for a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm’s investment approach centers on discretionary model portfolios using fundamental, technical, and cyclical analysis, supported by a platform serving over 127,000 clients with a high client-to-advisor ratio.

Brett Shunkwiler is a financial advisor at AE Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Integrity Alliance, LLC and Great Point Capital, LLC. Outside of his advisory work, he is a co-owner of a business called The Forum with his wife. 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 discretionary model portfolios and employs a variety of investment strategies supported by regular reporting and annual client account reviews.

Carina Smaus is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo and Shunkwiler Financial. Additionally, she is a limited partner in a family farm, Smaus Farms, LLC. 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 a range of investment strategies, managing roughly $49.8 billion for more than 127,000 clients.