Advisors Excel Executive and Leadership Team

Amy Klotz, the Chief Financial Officer at Advisors Excel, manages the fiscal health and strategic financial planning of the firm. Klotz oversees capital allocation, budgeting, and financial reporting to ensure the company maintains a strong foundation for supporting financial professionals. By analyzing market trends and internal performance metrics, the Chief Financial Officer provides the data-driven insights necessary for executive decision-making. This leadership role involves maintaining rigorous compliance standards while optimizing the firm's investment in service infrastructure. Amy Klotz directs the financial strategy to support the expansion of annuities and life insurance offerings across national markets. Through careful management of assets and liabilities, the Chief Financial Officer secures the long-term viability of the platform. Klotz ensures that all financial operations remain aligned with the company's commitment to providing an integrated, high-value experience for every partner.

Mike Miller, the Chief Operating Officer at Advisors Excel, directs the internal infrastructure required to support a national network of financial professionals. Miller oversees the seamless integration of annuities, life insurance, and investment services across the firm's comprehensive platform. By optimizing internal workflows, the Chief Operating Officer ensures that service delivery remains consistent and scalable for all partners. This leadership role involves constant collaboration with other executive leaders to refine the operational foundation of the company. Mike Miller maintains a focus on efficiency, ensuring that the firm's support systems adapt to evolving market demands. Through rigorous process management, the Chief Operating Officer drives the organizational stability necessary for long-term growth. Miller prioritizes the alignment of internal resources with the broader mission of providing holistic support to independent financial advisors across the United States.

Cory Swain, the President of AE Labs at Advisors Excel, leads the innovation arm dedicated to developing cutting-edge solutions for financial professionals. Swain oversees the research and development of new tools that enhance the firm's integrated platform, focusing on digital advancements in annuities and investment support. By fostering a culture of experimentation, the President of AE Labs drives the creation of proprietary technology that differentiates the firm in the marketplace. This leadership role involves collaborating with other executives to translate complex market needs into actionable software and service products. Cory Swain maintains a focus on future-proofing the company's offerings, ensuring that partners have access to the most advanced resources available. Through the strategic direction of the laboratory, the President of AE Labs ensures that the firm remains at the forefront of industry innovation and technological excellence.

John Nowak, the President of Operational Edge at Advisors Excel, directs the optimization of business processes to maximize efficiency for financial professionals. Nowak oversees the implementation of best practices that streamline the delivery of life insurance, Medicare supplements, and investment services. By identifying bottlenecks and refining service workflows, the President of Operational Edge ensures that the firm's platform operates at peak performance. This role involves working closely with internal teams to enhance the quality and speed of support provided to partners. John Nowak maintains a focus on continuous improvement, utilizing performance data to drive operational excellence across the organization. Through the strategic management of operational initiatives, the President of Operational Edge supports the firm's commitment to providing a seamless, integrated foundation for independent advisors. Nowak ensures that every operational touchpoint adds value to the professional experience.

Jim Bowman, the President, Life at Advisors Excel, leads the strategic growth and management of the firm's life insurance division. Bowman oversees the development of product offerings and support services tailored to the needs of financial professionals across the country. By analyzing market trends and carrier relationships, the President, Life ensures that the firm provides a competitive and comprehensive suite of insurance solutions. This leadership role involves collaborating with other executives to integrate life insurance products into the broader platform, creating a holistic experience for advisors. Jim Bowman maintains a focus on expanding the firm's reach and influence within the insurance sector. Through the strategic direction of the life division, the President, Life drives revenue growth and strengthens the firm's reputation as a premier partner for independent financial professionals seeking high-quality insurance support.

Jared Arnold, the Chief Information Officer at Advisors Excel, architects the digital infrastructure that powers the firm's integrated service platform. Arnold manages the technological ecosystem supporting annuities, Medicare supplements, and investment data for financial professionals nationwide. By implementing robust cybersecurity protocols and scalable software solutions, the Chief Information Officer ensures data integrity and platform reliability. This role involves directing the development of proprietary tools that simplify complex financial workflows for partners. Jared Arnold maintains a focus on digital transformation, constantly evaluating emerging technologies to enhance the firm's competitive edge. Through strategic oversight of the IT department, the Chief Information Officer supports the seamless delivery of services across the entire organization. Arnold drives innovation by aligning technical capabilities with the specific needs of financial professionals, ensuring that the platform remains a premier resource for industry growth.

Thad Halstead, the Chief of Staff at Advisors Excel, coordinates strategic initiatives across the executive leadership team to ensure organizational alignment. Halstead manages the execution of high-priority projects that support the firm's mission of providing holistic services to financial professionals. By facilitating communication between departments, the Chief of Staff ensures that operational goals remain synchronized with the company's broader vision. This role involves overseeing special projects that enhance the firm's market position in the insurance and investment sectors. Thad Halstead maintains a focus on organizational effectiveness, streamlining decision-making processes to improve overall agility. Through the management of cross-functional teams, the Chief of Staff drives the implementation of key business strategies. Halstead supports the executive team by ensuring that resources are effectively deployed to meet the evolving needs of the national network of financial professionals.