Jonathan Joles is a Series 65-licensed advisor with AE Wealth Management, LLC, where he has worked since 2019. He has six years of industry experience and is also involved with J. Biance Financial as an associate advisor focusing on insurance sales. Prior to his advisory roles, he held positions with Hardee County Family YMCA and Sun'n Lake Improvement District. 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 offers model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that combines models managed internally, by third parties, and by advisors.

Andrea Carr is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and two years of industry experience. She has been affiliated with J Biance Financial since 2014, where she works as a Wealth Management Advisor focusing on annuity and life insurance products. Outside of her advisory roles, she volunteers at the Sebring Elks Lodge 1529, managing the dining room and assisting with event operations. 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 to serve its clients and operates a platform noted for its scale and standardized services.

Justin Biance is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and 11 years of industry experience. He has worked at AE Wealth Management since 2017 and has been involved with his own firms, J Biance Wealth Management, LLC and J. Biance Financial, Inc., since 2016 and 2013 respectively. In addition to advising, he is an author who sells a book related to his field. 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 model portfolios managed by AEWM, third-party strategists, and advisor-managed models, alongside services such as financial planning, discretionary asset management, and plan consulting.