AE Wealth Management, LLC

Neil Porter is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has held various roles at The Resource Center since 2001, serving as CEO, and is also the owner of Mr. Fix-It Services of the Ozarks. Porter is an author of the book "Finding The Courage To Retire" and serves on the board of the SWI Foundation, which employs adult handicapped individuals. 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 range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, utilizing a platform-centered approach that combines internally managed and third-party models.

Kristine Skomer is a financial advisor at AE Wealth Management, LLC with 25 years of industry experience. She holds a Series 66 designation and has held previous roles at Arkadios Capital, Russell Total Wealth & Wellness, and The Huntington Investment Co. She also serves as Chief Compliance Officer at Russell Total Wealth & Wellness. 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 range of investment strategies to serve individuals, corporations, trusts, and ERISA plan sponsors.

Austin Ford is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at AE Wealth Management since 2017 and has experience in tax preparation and planning through his role at Harrison Tax & Accounting, where he serves as Managing Member. Ford also has a background as owner of a farm and a holding company and formerly operated Ford Brothers Fencing & Services, 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 variety of investment strategies supported by a platform servicing over 127,000 clients.

Christopher Wallace is a CFP® and ChFC® with 14 years of experience in financial advising. He is currently with AE Wealth Management, LLC and has prior experience at Global Financial Private Capital. Wallace is also involved in insurance and financial planning through his ownership and advisory roles at WG Insurance Services and WG Financial Group. AE Wealth Management, LLC provides fee-based portfolio management, financial planning, and retirement-plan consulting services to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies to manage approximately $49.8 billion for over 127,000 clients.

Curvin Miller is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Kalos Capital, Arkadios Capital, and Russell Smart Insight Tax Advisors, LLC. Outside of advising, he owns Curv's Collectibles LLC, a business focused on buying and selling collectibles. 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-based approach that combines models managed internally, by third parties, and advisor-managed solutions, supporting a wide range of investment and financial planning services.

Todd Gregory is a financial advisor at AE Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Gold Consultants and D.H. Hill Advisors. He is the owner of The Gregory Group, LLC (dba Gregory Wealth Advisory) and Gregory Insurance Services, LLC (dba Gregory Financial), through which he provides investment and insurance services. AE Wealth Management, LLC 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 uses discretionary model portfolios and a range of investment strategies, serving approximately 127,213 clients with a platform-focused approach.

Tyson Schmitt is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Waddell & Reed and Country Club Financial. Outside of his advisory work, he operates a lawn care business. 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 various model portfolios, discretionary asset management, and financial planning services.

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.

Benjamin Rushing is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and entering his second year in the industry. His prior experience includes roles at Presley Wealth Management, Stifel Nicolaus, and Clary Suba Neale. Before his advisory career, he worked for Geaux Clean. 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, utilizing both discretionary model portfolios and advisor-managed models with various analytical approaches.

Dane Brinker is a Series 65-licensed financial advisor with AE Wealth Management, LLC, where he has worked since 2015. He has four years of industry experience. 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 range of services including model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, using a platform-centered approach that combines internally managed and third-party models.

Ryan Hamlin is a CFP® and holds a Series 66 license with two years of industry experience. He is currently affiliated with AE Wealth Management, LLC and also serves as a service advisor in insurance sales at the Burzynski Group. His prior experience includes roles at LPL Financial, Premier Financial, and Archer Huntley Financial Services. 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 model portfolio solutions, discretionary asset management, and financial planning services.

Dayne Ventrone is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Pacific Capital Resource Group. In addition to his advisory role, he is involved with Oxford Retirement and Estate Planning and contributes to educational marketing through Dare To Retire U. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining multiple model portfolios and offers a broad range of services such as discretionary asset management, financial planning, and ERISA plan services.

Caleb Costellow is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and experience in the financial services industry dating back to 2016. His work history includes roles at Southern Kentucky Financial Services, CareFree Insurance Services, Cardinal Integrated, Costellow Agency, and Cornerstone Senior Services. Outside of his advisory work, he manages Advantage National Marketing LLC, an insurance brokerage and sales business, as well as Costellow Agency LLC, a holding company. 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 utilizes a platform-centered approach that combines internally managed and third-party model portfolios, discretionary asset management, and financial planning services.

Maxwell Rinn is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at firms including Fisher Investments, JP Morgan, and Merrill Lynch. Outside of his advisory role, he is involved with Scott Tucker Solutions, Inc., where he engages in insurance sales and 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 mix of fundamental, technical, and cyclical investment strategies delivered through a high client-to-advisor ratio platform serving over 127,000 clients.

Robert Russell is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has held leadership roles at Russell Smart Insight Tax Advisors, LLC, and Russell Capital Management, LLC, and has operated Russell Total Wealth and Wellness since 2003. Outside of advisory work, he is chairman, president, and treasurer of Do Good Marketing, a marketing services firm. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charities, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that integrates internal and third-party strategies, supporting a high client load per advisor.