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Elizabeth D
Verified by Warmer
Series 66
Roseville, CA
Ameritas Advisory Services, LLC
Elizabeth Daffner is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. She has worked at Ameritas Advisory Services since 2021 and has held roles with related Ameritas entities as well as Capstone Financial Group and Diligence Wealth Management, LLC. Outside of her advisory work, she is a member of the National Reined Cow Horse Association. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, with portfolio support from its Investment Committee and third-party partners.
Mark S
ChFC®, Series 63
Omaha, NE
Ameritas Advisory Services, LLC
Mark Saferstein is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and has 42 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Life Insurance Corp and Central Financial Services dating back to 2002. Saferstein is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.
Damon T
ChFC®, Series 66
Peoria, IL
Ameritas Advisory Services, LLC
Damon Tomeo is a ChFC® and Series 66 credentialed financial advisor with five years of industry experience. He is currently with Ameritas Advisory Services, LLC and has prior experience at National Financial Group and The ISI Companies. Tomeo is based in Peoria, IL, and partners with a local tax office on some client matters. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.
Michael S
Series 63, Series 65
Lincoln, NE
Ameritas Advisory Services, LLC
Michael Shoemaker is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. His career includes long-term roles at Ameritas Investment Corp. since 1998 and prior work with Abbott Shoemaker Financial, LLC. Outside of advising, he is involved in investing in vintage cars and lifestyle businesses such as restaurants and bars through a personal investment company. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.
Kevin O
Series 66
Metairie, LA
Ameritas Advisory Services, LLC
Kevin O'Brien is a financial advisor with Ameritas Advisory Services, LLC who holds a Series 66 designation and has 19 years of industry experience. He previously worked at Edward Jones and has been associated with Acacia Financial Group and multiple Ameritas entities since 2010. Outside of his advisory role, O'Brien serves as treasurer on the board of the Rummel Alumni Association and is vice president of a local athletic and social club. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an investment committee and multiple third-party platforms.
Ross B
Series 65
Deerfield Beach, FL
Ameritas Advisory Services, LLC
Ross Brenner is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 designation and 15 years of industry experience. His prior work includes roles at Valic Financial Advisors and Guardian Life. He is also a partner at Arrow Wealth, where he is involved in marketing and business planning. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms, supporting both discretionary and non-discretionary advisory relationships.
Hayden F
Series 63
Watertown, NY
Ameritas Advisory Services, LLC
Hayden Freeman is a financial advisor at Ameritas Advisory Services, LLC with nine years of industry experience. He holds a Series 63 designation and has professional experience across multiple Ameritas entities, including roles focused on retirement planning, life insurance, and estate planning. Freeman is also involved with United Professional Advisors and United Wealth Advisors Group, where he provides financial education and retirement-related services. Ameritas Advisory Services, LLC delivers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and employs both discretionary and non-discretionary advisory models supported by an Investment Committee and third-party partners.
Jennifer B
Series 66
New Orleans, LA
Ameritas Advisory Services, LLC
Jennifer Buzzeo is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. She has 21 years of industry experience, including prior roles at Merrill and UBS Financial Services. Jennifer is involved in financial planning through multiple entities, including United Wealth Advisors Group LLC, where she serves as Vice President of the Financial Planning Division. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and ongoing consulting, supported by a robust investment committee and third-party partners.
Christopher R
Series 63, Series 65
San Ramon, CA
Ameritas Advisory Services, LLC
Christopher Riel is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been associated with Ameritas Advisory Services since 2021 and is also the owner of Golden Gate Wealth and Tax Partners. Riel serves as a financial planner through his own practice, Riel Financial, and holds a partnership with David White & Associates, where he is licensed as an independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable product subaccounts, utilizing risk questionnaires, model portfolios, and third-party tools to align client allocations with their objectives.
Scotty H
Series 63, Series 65
Atlanta, GA
Ameritas Advisory Services, LLC
Scotty Hendricks Jr. is a financial advisor with Ameritas Advisory Services, LLC based in Atlanta, GA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His background includes roles at NYLIFE Securities LLC, Eagle Strategies LLC, and Freedmen's Financial Group, among others. Outside of advising, he is active as a youth sports coach, serves on multiple nonprofit boards, and is an author. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support investment decisions.
Bryan T
Series 63, Series 65
Franklin, TN
Ameritas Advisory Services, LLC
Bryan Thompson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and possessing 13 years of industry experience. He has worked with Ameritas in various capacities since 2013 and serves as CEO of Thompson Financial Group, a firm providing financial services and payroll processing. Bryan’s experience includes managing life and disability insurance products alongside his advisory roles. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides a range of managed account programs and fee-based management of variable products, supported by a network of Investment Adviser Representatives and third-party partners for portfolio construction and monitoring.
David S
Series 63
West Chester, PA
Ameritas Advisory Services, LLC
David Small is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 license and bringing 36 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been affiliated with Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2003. Outside of his advisory role, he is jointly involved with his wife in managing a vacation rental property in the Dominican Republic. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by multiple custodial platforms and a dedicated Adviser Managed Variable Products program.
Michael H
Series 63, Series 65
Houston, TX
Ameritas Advisory Services, LLC
Michael Hipson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has a longer tenure with affiliated Ameritas entities dating back to 2012. Outside his advisory work, he is president of Hipson Benefits LLC, a business providing health, dental, life, and ancillary insurance products to small businesses. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides various managed account programs, fee-based management of variable annuity and universal life subaccounts, and uses a combination of discretionary and non-discretionary advisory approaches supported by a range of custodial platforms and third-party investment tools.
Anna P
Series 63, Series 65
Melville, NY
Ameritas Advisory Services, LLC
Anna Pulgiano is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses, and has 15 years of industry experience. She has worked at Ameritas Advisory Services since 2017 and has also been affiliated with Acrisure, Union Benefit Planners, and Group Benefits & Administration. Outside of her advisory role, she is involved with Acrisure as an investment representative. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable products, supported by an Investment Committee and third-party partners, with a focus on aligning portfolios to client objectives through both discretionary and non-discretionary advisory relationships.
Greggory G
Series 66
Overland Park, KS
Ameritas Advisory Services, LLC
Greggory Glass is a financial advisor at Ameritas Advisory Services, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Ameritas Investment Corp and Walla Street Wealth Management, Inc. since 2013 alongside his current role. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners.
Amanda R
Series 66
Appleton, WI
Ameritas Advisory Services, LLC
Amanda Ross is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked with multiple firms including Ameritas Investment Company, AEGIS Financial, and Woodbury Financial Services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners to assist with portfolio construction and monitoring.
Zachary H
Series 66
Phoenixville, PA
Ameritas Advisory Services, LLC
Zachary Halvonik is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and three years of industry experience. He previously worked at Charles Schwab and has experience in client-facing roles at Premier Planning Group. Prior to his advisory career, he spent several years working in the golf industry. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable products, supported by a network of Investment Adviser Representatives and multiple custodial platforms.
Emil H
Series 65
Presque Isle, ME
Ameritas Advisory Services, LLC
Emil Huck IV is a Series 65-registered financial advisor with Ameritas Advisory Services, LLC, bringing four years of industry experience. He has held roles at Ameritas Life Insurance Corp and StewardWell Wealth Partners and previously worked for 15 years at the Defense Finance and Accounting Service. Outside of finance, Huck is involved in managing a cabin rental business, handling communications and maintenance. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms, supporting both discretionary and non-discretionary advisory relationships.
Todd B
Series 63, Series 66
Post Falls, ID
Ameritas Advisory Services, LLC
Todd Banducci is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked with Ameritas entities since 2018 and served in the Washington Air National Guard from 2020 to 2022. Banducci is also president and owner of Falcon Investments and Insurance, Inc., where he has managed operations since 1996. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients, offering a range of managed account programs and fee-based management of variable insurance product subaccounts. The firm supports both discretionary and non-discretionary advisory relationships through a combination of in-house and third-party investment resources.
Christopher A
Series 65, Series 63
Indiana, PA
Ameritas Advisory Services, LLC
Christopher Adams is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and 19 years of industry experience. He has worked at Ameritas Advisory Services, Ameritas Investment Company, Upstreet Financial Advisors, Infinex Investments, and First Commonwealth Bank. Ameritas Advisory Services provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, delivering advisory relationships on both discretionary and non-discretionary bases.
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