Breann Urban is a financial advisor at AE Wealth Management, LLC with a Series 65 license and two years of industry experience. She has held roles at several firms including Leverage Planning, CETERA Advisor Networks LLC, and Pacific Life Insurance Company. 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 variety of investment strategies, serving over 127,000 clients with a focus on scalable platform services.

Charles Stubbendeck is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and experience working since 2026. His prior work includes roles at Leverage Planning, LeverageRx Insurance Services, LeverageRx Inc., and State Farm. 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 uses discretionary model portfolios and various investment strategies, serving a large number of clients through standardized model and platform services.

Colin Nabity is a financial advisor with AE Wealth Management, LLC in Omaha, NE. He holds Series 65 and Series 63 designations and has been in the industry since 2026, with prior experience at firms including Modern Insurance Agency and LeverageRx Insurance Services. 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, serving approximately 127,213 clients through a platform-focused approach.