Joshua Lewis is a financial advisor at AE Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2017. Prior to that, he was with Global Financial Private Capital and operates his own financial advisory business, Layman Lewis Aum LLC, since 2012. Outside of advisory work, he is a partner in a solar panel investment venture that utilizes tax credit incentive programs. 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 provides a platform-centered approach combining in-house, third-party, and advisor-managed models with a range of services including portfolio management, financial planning, and ERISA plan services.

Jeffrey Green is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at AE Wealth Management since 2018. He is also associated with Layman Lewis Financial Group, where he is involved in insurance sales and services. Outside of finance, he has a background in the transportation sector, having worked for Summit Limousine for 20 years. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and ERISA plan sponsors. The firm emphasizes a platform-driven approach, managing approximately $49.8 billion for over 127,000 clients with a focus on standardized model portfolios and sub-advisory services.