AE Wealth Management, LLC

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 at AE Wealth Management, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at AE Wealth Management since 2017. Prior to this, he was affiliated with Global Financial Private Capital, LLC, and operates Conservative Financial Solutions LLC, where he is involved in insurance sales. Outside of advising, he manages a tax and accounting firm and owns a farm where he spends time on maintenance. 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 offers a platform-centered approach combining various model portfolios and discretionary asset management, with a notable operational structure that supports a high client load per advisor.

Christopher Wallace is a CFP® and ChFC® with 14 years of industry experience. He has been with AE Wealth Management, LLC since 2016 and previously worked at Global Financial Private Capital from 2011 to 2016. Wallace is also involved with WG Insurance Services and WG Financial Group, where he holds leadership roles. 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 offers a platform-centered approach that combines model portfolio solutions, discretionary asset management, financial planning, and plan services, supported by an internal Investment Consulting Group and various licensing and sub-advisory programs.

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 with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has served in advisory roles at AE Wealth Management since 2019 and previously worked at D.H. Hill Advisors, Inc. and D.H. Hill Securities, LLLP. Gregory is also the owner of The Gregory Group, LLC, and Gregory Insurance Services, LLC, through which he provides investment and insurance 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 offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and plan services, supported by an internal Investment Consulting Group and programs that license models or provide SMA management to other RIAs.

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 five years of industry experience. She has worked at AE Wealth Management since 2018 and has prior experience in the insurance sector with Kansas Builders Insurance Group and Copeland Insurance Agency. 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 utilizes a platform-centered approach combining various model portfolios and discretionary management, supporting a high client load per advisor across its enterprise structure.

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 credentials and has previously worked at firms including Fisher Investments, JP Morgan, and Merrill Lynch. In addition to his advisory role, he is involved with Scott Tucker Solutions, Inc, where he engages in insurance sales and related services. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

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.

David Menegus is a financial advisor at AE Wealth Management, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Cetera and Summit Financial Group. Menegus is also the owner of DVM Investment Services LLC, through which he provides financial services and insurance/annuity sales. 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 combining model portfolio solutions, discretionary asset management, and financial planning, supported by an internal Investment Consulting Group and various licensing and sub-advisory programs.

Garrett Nash is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at AE Wealth Management since 2017 and is also associated with Ensign Wealth Management. In addition to advisory services, Nash is involved in life insurance and annuity sales as an associate advisor. 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 multiple model portfolio solutions and provides financial planning, plan services, and consulting support.