Advisors Asset Management, Inc.

Kenneth Dougherty is a financial advisor at Advisors Asset Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Advisors Asset Management since 2019. Prior to that, he was employed at Cohen & Steers Capital Management, Inc. and Cohen & Steers Securities, LLC from 2014 to 2019. Advisors Asset Management, Inc. provides portfolio supervisory and investment management services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and financial institutions. The firm offers a range of products such as separately managed accounts, mutual funds, and exchange-traded funds, employing a disciplined investment process across fixed income and equity strategies.

George Easter Jr. is a financial advisor at Advisors Asset Management, Inc. with 20 years of industry experience. He holds the Series 66 designation and has been with Advisors Asset Management since 2009. Outside of his advisory role, he serves as Annual Fund Chairman for the All Star I Family Conference, a nonprofit religious organization, and is Co-President of the West Windsor Plainsboro Football Booster Club. Advisors Asset Management, Inc. provides portfolio supervisory and investment management services to a diverse client base including individuals, high-net-worth investors, charitable organizations, and financial firms. The firm offers a range of products such as separately managed accounts, unit investment trusts, mutual funds, and ETFs, employing a multi-faceted investment approach across fixed income and equity strategies.

David Gingrich is a financial advisor with Advisors Asset Management, Inc. in Boerne, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Advisors Asset Management since 2009. Outside of his advisory role, he owns and participates in a family farm in Kansas and recently established an LLC related to that business. Advisors Asset Management, Inc. provides portfolio supervisory and investment management services to a diverse client base, including individual and high-net-worth investors, charitable organizations, and financial institutions. The firm offers a range of products and services, including separately managed accounts, mutual funds, and ETFs, employing a structured investment process for both fixed income and equity strategies.

Paul Bulyalert is a financial advisor at Advisors Asset Management, Inc. with 26 years of industry experience. He holds a Series 66 designation and has been with Advisors Asset Management since 2014. Advisors Asset Management, Inc. provides portfolio supervisory and investment management services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and financial firms. The firm offers a range of products such as separately managed accounts, unit investment trusts, mutual funds, and ETFs, employing a combination of macroeconomic analysis and multi-strategy approaches across fixed income and equity portfolios.

Kylee O'Neil is a financial advisor at Advisors Asset Management, Inc. with seven years of industry experience. She holds the Series 66 designation and has previously worked at Kestra Private Wealth Services, UBS Financial Services, Bank of America, Merrill, and in real estate with Allynn James Real Estate Group and RE/MAX Preferred Associates. Advisors Asset Management, Inc. provides portfolio supervisory and investment management services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and financial institutions. The firm employs a multi-strategy investment approach across various product structures and offers sub-advisory and distribution services within the broader Sun Life Financial network.

Dustin Allred is a financial advisor at Advisors Asset Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Emerick & Company, P.C., and State Street Bank and Trust. Outside of finance, he works with the NFL’s statistics department, recording play-by-play data during Kansas City Chiefs home games. Advisors Asset Management, Inc. provides portfolio supervisory and investment management services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and corporations. The firm operates across multiple product structures and employs a combination of fundamental, technical, and quantitative strategies in its investment process.

Seda Kaya is a financial advisor at Advisors Asset Management, Inc. with 11 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 14 years before joining Advisors Asset Management in 2024. Advisors Asset Management, Inc. provides portfolio supervisory and investment management services to a diverse client base, including individual and high-net-worth investors, charitable organizations, corporations, and financial institutions. The firm offers a range of products such as separately managed accounts, unit investment trusts, mutual funds, and ETFs, utilizing a combination of fundamental, technical, and quantitative approaches across its investment strategies.

Daniel Iandoli is a financial advisor at Advisors Asset Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Janney Montgomery Scott, Javelin Securities, Ozone Capital Markets, LPL Financial, and Pacific Investment Management Company LLC. Advisors Asset Management, Inc. provides portfolio supervisory and investment management services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and financial institutions. The firm offers a range of products such as separately managed accounts, unit investment trusts, mutual funds, and ETFs, and is noted for its multi-strategy investment approach and its role as both primary and sub-advisor within the Sun Life Financial affiliated network.

Mark Cole is a financial advisor with Advisors Asset Management, Inc. in Charlotte, NC. He holds Series 63 and Series 65 designations and has 27 years of industry experience. He has been with Advisors Asset Management since 2010. Outside of his advisory role, he volunteers as an adult leader for his son's Boy Scouts of America troop. Advisors Asset Management, Inc. provides portfolio supervisory and investment management services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm offers a range of investment products and employs a structured investment process across fixed income and equity strategies, operating under the broader Sun Life Financial network.

Michael Meacham is a financial advisor at Advisors Asset Management, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Blackrock Investments, Inc. and Vanguard. Outside of his advisory role, he has a limited engagement as a landlord. Advisors Asset Management, Inc. provides portfolio supervisory and investment management services to a diverse client base, including individual and high-net-worth investors, charitable organizations, and financial firms. The firm offers a range of strategies across separately managed accounts, mutual funds, and ETFs, utilizing both fixed income and equity investment processes guided by a quarterly Investment Committee and a combination of fundamental, technical, and quantitative approaches.

Jeremiah Golden is a financial advisor with Advisors Asset Management, Inc. in Boerne, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Advisors Asset Management since 2004. Advisors Asset Management, Inc. provides portfolio supervisory and investment management services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and financial institutions. The firm offers a range of advisory roles across separately managed accounts, mutual funds, and ETFs, employing a combination of fundamental, technical, and quantitative investment approaches.

Marilee Ferone is a financial advisor at Advisors Asset Management, Inc. with 15 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services from 2007 to 2018. Ferone serves on the Executive Committee and Board of Governors of the Money Management Institute, where she was Treasurer until May 2019. Advisors Asset Management, Inc. provides portfolio supervisory and investment management services to a diverse client base, including individual and high-net-worth investors, charitable organizations, and financial firms. The firm offers a range of investment solutions across separately managed accounts, mutual funds, unit investment trusts, and ETFs, employing a combination of macroeconomic analysis and multi-strategy security selection.

Robert Wilkinson is a financial advisor with Advisors Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Advisors Asset Management in 2021, he worked at Nuveen Securities LLC for seven years. Advisors Asset Management, Inc. provides portfolio supervisory and investment management services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and financial institutions. The firm serves as both a primary and sub-advisor across multiple product types and employs a rigorous investment process that integrates macroeconomic analysis with fundamental, technical, and quantitative strategies.

Seth Franck is a financial advisor with Advisors Asset Management, Inc. in Monument, CO, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Advisors Asset Management since 2002. Outside of his advisory role, Franck holds passive investments in several LLCs related to Urban Air Trampoline and Adventure Parks and Goldfish franchises. Advisors Asset Management, Inc. provides portfolio supervisory and investment management services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and financial institutions. The firm offers a range of products such as separately managed accounts, unit investment trusts, mutual funds, and ETFs, employing a disciplined investment process across fixed income and equity strategies.

Kurt Wessner is a financial advisor at Advisors Asset Management, Inc. He holds a Series 66 designation and has been in the industry since 2024. His prior experience includes roles at Eze Castle Integration and PC Tech and Parts, as well as positions in education and estate management. Advisors Asset Management, Inc. provides portfolio supervisory and investment management services to a diverse client base, including individual and high-net-worth investors, charitable organizations, corporations, banks, and other financial firms. The firm offers a range of investment products and employs a multi-faceted approach combining macroeconomic analysis with fundamental, technical, and quantitative strategies.