Kurt Dimanna is a CFP® professional with two years of industry experience, currently affiliated with AE Wealth Management, LLC. His prior experience includes roles at Curio Wealth, Annapolis Financial Services, and Turner, Leins, and Gold. 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 combination of fundamental, technical, and cyclical investment approaches, managing approximately $49.8 billion for over 127,000 clients.

Jason Labarge is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 63 licenses and with 13 years of industry experience. He has worked at several firms including Madison Avenue Securities, Cetera, and Summit Financial Group. Outside of his advisory role, Labarge serves as treasurer for the Annapolis and Anne Arundel County Coalition to End Homelessness and is an author of a recently published book. 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 emphasizes discretionary model portfolios and offers comprehensive investment consulting and reporting services.