Danielle Di Marzio is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and six years of industry experience. She has worked at AE Wealth Management since 2018 and previously held roles in insurance with Tom Perkuhn-Sherlter Insurance and Kansas Builders Insurance Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Kevin Thornton is a CFP® with 16 years of experience in the financial services industry. He is currently affiliated with AE Wealth Management, LLC, where he has worked since 2017, and has prior experience at Madison Avenue Securities, LLC, Ivy Funds Distributor Inc, and Waddell & Reed Inc. 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 the use of discretionary model portfolios and offers a range of services including 3(21) and 3(38) ERISA management, with a platform that supports a large number of clients through standardized investment models.

Adam Young is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked at AE Wealth Management since 2024. Prior to this, he has experience with Advisors Excel and the Kansas Department of Commerce. AE Wealth Management is an SEC-registered investment adviser serving a broad range of clients including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that combines multiple management approaches and supports advisor customization.

Michelle Gee is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and seven years of industry experience. Her prior roles include positions at AE Financial Services, Allstate, and Fidelity State Bank, as well as experience in consignment retail and homemaking. 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 relies on discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Heather Lauseng is a financial advisor at AE Wealth Management, LLC with four years of industry experience. She holds the Series 66 designation and has worked at AE Wealth Management since 2020. Prior to her current role, she was employed by Grace Point Church and the Kansas Department of Corrections. 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 offers model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that integrates multiple model strategies and advisor-managed options.

Terrence Breese is a financial advisor with AE Wealth Management, LLC in Topeka, KS, holding a Series 65 designation and bringing eight years of industry experience. He worked at Alliance Bank for five years before joining AE Wealth Management in 2017. 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 emphasizes discretionary model portfolios and offers a range of investment strategies supported by a large-scale platform serving over 127,000 clients.

John Imming is a financial advisor with AE Wealth Management, LLC in Topeka, KS, holding a Series 66 designation and 14 years of industry experience. He has worked at several firms including Waddell & Reed and Madison Avenue Securities, LLC. Outside of advisory roles, he is a managing member of Tallgrass Tool, a company that designs and manufactures tools. 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 model portfolio and direct asset management programs, utilizing a variety of investment strategies and supporting third-party RIAs through sub-advisory and model-licensing arrangements.

Angel Elliott is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and based in Topeka, KS. Angel has recently transitioned into the financial industry, with prior experience at Advisors Excel, Berry Global, American Eagle Outfitters, Amazon, and the Topeka Country Club. 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 offers a platform-centered approach combining internally managed models, third-party strategies, and advisor-managed portfolios with a range of financial planning and consulting services.

Jordan Sester is a CFP® professional with seven years of industry experience, currently affiliated with AE Wealth Management, LLC. He has worked at multiple firms including Advisors Excel and Bluestem Wealth Management, and owns The Retirement Co., an insurance business. AE Wealth Management is an SEC-registered adviser serving a diverse client base, offering model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that integrates in-house, third-party, and advisor-managed models.

Jaycee Bocquin is a Series 65-licensed financial advisor with AE Wealth Management, LLC, based in Topeka, KS. Jaycee has been with AE Wealth Management since 2026 and has prior experience at AE Financial Services, Advisors Excel, and several insurance and banking firms dating back to 2016. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and trusts. The firm utilizes discretionary model portfolios and integrates fundamental, technical, and cyclical analysis with strategies such as direct indexing and tactical asset allocation.

Jeremiah Sullivan is a CFP®, CFA®, and Series 66 licensed advisor with nine years of industry experience. He is currently with AE Wealth Management, LLC, where he has worked since 2018 and also serves as Chief Investment Officer. His prior experience includes roles at Madison Avenue Securities, Advisors Excel, and Berberich Trahan & Co. Sullivan is an advisory board member for ARES RIA Advisory Board, contributing to the growth of private investments in the retail market. 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 with various investment strategies and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Logan Scholz is a financial advisor at AE Wealth Management, LLC, holding a Series 65 designation and beginning his industry career in 2024. Prior to joining AE Wealth Management, he worked in retail and e-commerce roles, including positions at Amazon and Target, and spent several years as a student. 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 a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting a high client load per advisor and a complex affiliate structure.

Michael Ball is a financial advisor at AE Wealth Management, LLC in Topeka, KS, holding Series 63 and Series 65 licenses with 12 years of industry experience. His career includes roles at AE Financial Services, Creative Planning, Waddell & Reed, Ivy Distributors Inc, and American Century Investments. 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 offers model portfolio solutions, discretionary asset management, financial planning, and consulting services through a platform that integrates internally managed, third-party, and advisor-managed models.

Kagen Bunning is a CFP® and holds a Series 66 license, currently associated with AE Wealth Management, LLC. He has four years of industry experience, with previous roles including positions at the Kansas State University Foundation and the University of Kansas Endowment Association. 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 supports third-party RIAs through sub-advisory and model-licensing arrangements.

Travis Mott is a Series 65 registered advisor with AE Wealth Management, LLC, where he has worked since 2022. He has one year of industry experience and a background in education, having worked for local school districts from 2014 to 2022. Outside of his advisory role, he is also active as a DJ and Master of Ceremonies at Top City Entertainment Company. 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 a large number of clients through a platform-based approach.

Gabriela Nioce is a financial advisor with AE Wealth Management, LLC in Topeka, KS, holding Series 65 and Series 66 licenses and six years of industry experience. She has worked at AE Wealth Management since 2017 and previously at Westaff and Cara's Cup. 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 employs fundamental, technical, and cyclical analysis across various investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Timothy Phelps Jr. is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Capitol Federal Savings and Daire Queen Brazier. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and trusts. The firm employs a model portfolio and direct asset management approach, utilizing fundamental, technical, and cyclical strategies, and manages approximately $49.8 billion for over 127,000 clients.

John Del Zio is a financial advisor at AE Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Allstate Insurance Company and Farmers Financial Solutions. 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 offers various services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, utilizing a platform-centered approach that integrates multiple model strategies and supports a high client load per advisor.

Mark Bigler is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at AE Wealth Management since 2016 and is also involved with Advisors Excel, LLC, where he serves as Director of Sales and Marketing, and owns Bigler Financial Services, which provides life insurance and annuity sales. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, utilizing discretionary model portfolios and a range of analytic strategies to manage approximately $49.8 billion across more than 127,000 clients.

Shannon Larson is a financial advisor with AE Wealth Management, LLC in Topeka, KS, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at OSAIC Wealth, Inc., Woodbury Financial Services, Inc., SagePoint Financial, and Eaton Vance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and various investment strategies, managing approximately $49.8 billion for over 127,000 clients through a platform-focused approach.

Justin Bailey is a Series 66-licensed financial advisor with AE Wealth Management, LLC in Topeka, KS, and has 14 years of industry experience. He has worked at AE Wealth Management since 2016 and also spent time at Madison Avenue Securities, LLC from 2017 to 2018. 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 approximately $49.8 billion across more than 127,000 clients.

Eric Claspill is a financial advisor at AE Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked previously at AllState Insurance Company and Waddell & Reed Inc. Claspill is currently a director of wealth at AE Wealth Management. 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 combines fundamental, technical, and cyclical analysis with strategies such as direct indexing and tactical asset allocation.

Jacob Irvine is a financial advisor at AE Wealth Management, LLC with Series 65 credentials and experience beginning in 2024. His background includes roles within higher education institutions such as Washburn University and the University of Kansas, as well as positions in local government and the private sector. 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 combines fundamental, technical, and cyclical investment strategies, serving roughly 127,000 clients across its advisory team.

Kimberly Cherry is a Series 66 licensed advisor with AE Wealth Management, LLC, based in Topeka, KS, with four years of industry experience. Her prior roles include positions at BANK OF AMERICA and AE Financial Services, LLC. 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 model portfolio and direct asset management programs and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Nickolas Golden is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Golden Asset Management, AE Wealth Management, Advisors Excel, Capitol Federal Savings Bank, and Washburn University. Outside of advising, he serves as Director of Sales and Marketing at Advisors Excel, focusing on insurance sales and services. 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 in-house, third-party, and advisor-managed models.

Jammie Serrano is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. Jammie has served as Vice President of Advisor Development at Advisors Excel, LLC since 2013, where they coach financial advisors on marketing and case design. Additionally, Jammie owns Platinum Wealth Planning, an insurance sales business. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies to serve its clients through a platform-focused approach.

Justin Kuhl is a financial advisor at AE Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments, Ivy Funds Distributor Inc, and Waddell & Reed, Inc. since 2005. 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 a range of analytical methods, managing approximately $49.8 billion for over 127,000 clients.

Jacob Konarski is a CFP® affiliated with AE Wealth Management, LLC and has one year of industry experience. His prior work includes roles at Advisors Excel, Washburn University, Amazon, Capitol Federal, and Encore Style. AE Wealth Management serves a broad client base including individuals, corporations, trusts, and ERISA plan sponsors with fee-based portfolio management, financial planning, and retirement-plan consulting. The firm utilizes discretionary model portfolios and a range of investment strategies supported by a platform that manages approximately $49.8 billion for over 127,000 clients.

Ashley Romans is a financial advisor at AE Wealth Management, LLC with four years of industry experience. She holds a Series 66 designation and has worked at firms including Advisors Excel, Capitol Federal, Great Plains Federal Credit Union, and Commerce Bank. Romans also serves as a DAM Specialist at Advisors Excel, managing the system that organizes the firm's creative assets. AE Wealth Management is an SEC-registered investment adviser serving a broad range of clients including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and consulting services through a platform that integrates multiple investment strategies and supports advisor customization.

Christopher Sullivan is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Waddell & Reed Inc and Ivy Investments, Inc. He is a co-founder and director of Beyond Softball, a nonprofit supporting inner-city girls' softball 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 employs a platform-centered approach that integrates models managed internally, by third parties, and by advisors, offering a range of services such as portfolio management, financial planning, and ERISA plan consulting.

Ryan Vandevelde is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds the Series 65 designation and previously worked at Madison Avenue Securities, 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 combination of fundamental, technical, and cyclical investment approaches to manage approximately $49.8 billion for over 127,000 clients.

Catherine Goodman is a Series 65 licensed financial advisor at AE Wealth Management, LLC with six years of industry experience. She has been with AE Wealth Management for ten years. Outside of her advisory role, she is involved in bookkeeping for a construction business. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, utilizing discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies.

Nicholas Gitto is a CFP® professional with five years of industry experience, currently affiliated with AE Wealth Management, LLC. He has been associated with Advisors Excel since 2015. In addition to his advisory role, he works as a relationship manager involved in insurance sales and services. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of investment and financial planning services through a platform that integrates model portfolios managed internally, by third parties, and by advisor-managed strategies.

Beth Garlick is a Series 66-licensed financial advisor with 10 years of industry experience. She has worked at AE Wealth Management, LLC and AE Financial Services, LLC since 2022, and previously held roles at ChangePath, LLC, CreativeOne Wealth, and Waddell & Reed. 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, utilizing discretionary model portfolios and various investment strategies.

Lisa Becker is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at several firms including Lord's Financial Planning and Gradient Securities, and currently serves as a transition consultant assisting advisors in moving client accounts. 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 a platform-centered investment approach combining various model portfolios and discretionary management with tailored client solutions.

Brooke Garcia is a CFP® and CFA® with 11 years of industry experience, currently affiliated with AE Wealth Management, LLC. Her prior roles include positions at ENDEX Capital Management, DeMarche Associates, and CoreFirst Bank & Trust. Outside of her advisory work, she is the founder and president of Ambassador Financial, a nonprofit providing micro-loans to entrepreneurs in poverty, and serves on the board of directors for the CFA Society of Kansas City. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and discretionary asset management utilizing various analytical strategies and supports a high client-to-advisor ratio through standardized platform services.

Dalton Minor is a Series 65-licensed financial advisor with AE Wealth Management, LLC in Topeka, KS, where he has worked since 2019. He has six years of industry experience, including prior roles at United Parcel Service and USD 377. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, employing a platform-focused approach with discretionary model portfolios and multiple investment strategies. The firm manages approximately $49.8 billion for over 127,000 clients through a network of more than 400 advisors.