Topeka, KS SW Mc Clure Rd Office

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.