Joe Clark is a financial advisor with AE Wealth Management, LLC in Tyler, TX, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Fisher Investment and Family First Life. Before entering the financial services industry, he worked for seven years at Clark's Feed and Fertilizer. 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 a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

James Holloway is a financial advisor at AE Wealth Management, LLC with 19 years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2018. Prior to that, he was with Global Financial Private Capital, LLC for seven years. Holloway is also the owner of Texas Financial and Retirement, LLC, where he is involved in the sales of fixed insurance products. 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 that combines managed model portfolios, discretionary asset management, and financial planning services.