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Zachary S
Series 65, Series 63
Homewood, AL
Ameritas Advisory Services, LLC
Zachary Sims is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 credentials and three years of industry experience. He has worked at Ameritas Advisory Services since 2023 and Ameritas Investment Company since 2022. In addition to his advisory roles, Sims is involved with Nowlin and Associates Wealth Management and is an agent with ARC Realty. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and supports both discretionary and non-discretionary advisory relationships through a network of representatives, utilizing multiple custodial platforms and third-party tools.
Rachel M
Series 66
Folsom, CA
Ameritas Advisory Services, LLC
Rachel Matheson is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. She has worked at Ameritas Advisory Services since 2025 and has been involved with Capstone Financial Group since 2022. Matheson also spent five years with The Total Health & Fitness Expo prior to her financial advisory roles. 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 range of managed account programs and consulting services, supported by an Investment Committee and third-party partners, and integrates multiple custodial and execution platforms to serve its clients.
Stephanie B
Series 65, Series 63
Holly Springs, NC
Ameritas Advisory Services, LLC
Stephanie Bruneau is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and six years of industry experience. She previously worked at 3D Systems for seven years and has been involved with various Ameritas entities since 2020. Bruneau is also a Senior Account Executive at Boston 128 Insurancy Agency Inc., focusing on fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a range 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.
Neil F
Series 63
Watertown, NY
Ameritas Advisory Services, LLC
Neil Freeman is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 63 designation. He has 41 years of industry experience with a career that includes roles at Ameritas Investment Corp., Ameritas Life Insurance, and United Professional Benefits. He is also involved in managing operations and providing insurance and retirement services through affiliated entities such as United Professional Advisors, LLC and United Wealth Advisors Group, LLC. 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 a broad network of Investment Adviser Representatives and various third-party tools and platforms.
David E
Series 63, Series 65
Exeter, CA
Ameritas Advisory Services, LLC
David Ediger is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Eagle Strategies (NY Life) and New York Life Insurance Co. Outside of his advisory work, he serves as president of Bendicion A Las Naciones, Inc., an organization that provides leadership and family values conferences. 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 annuity and variable universal life subaccounts, supported by a comprehensive platform and multiple third-party partnerships.
Luke G
Series 65, Series 63
Chesterfield, MO
Ameritas Advisory Services, LLC
Luke Gilliam is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 designations and two years of industry experience. His prior roles include positions at Ameritas Investment Company, Ameritas Life Insurance Corp., Carillon Group, and Dealer Benefit Service Inc. He has nine years of experience in full-time education. 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, utilizing multiple custodial platforms and third-party tools to support portfolio construction and ongoing management.
John W
Series 63, Series 65
Metairie, LA
Ameritas Advisory Services, LLC
John Worrel Jr. is a financial advisor at Ameritas Advisory Services, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameritas Advisory Services since 2021. His prior experience includes roles at Principal Financial Services and operating his own firm, John Worrel Financial Sales & Services LLC, where he focuses on the sales and service of fixed life insurance and annuities. Ameritas Advisory Services 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 annuity subaccounts, with portfolio construction supported by an Investment Committee and third-party partners.
David R
ChFC®, Series 63
Shreveport, LA
Ameritas Advisory Services, LLC
David Romero is a financial advisor at Ameritas Advisory Services, LLC with 38 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at Ameritas Life Insurance Corp., Ameritas Investment Company, LLC, and New England Securities. Outside of financial advising, he serves as a deputy with the Caddo Parish Sheriff’s Office and owns an independent insurance agency. 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 variable universal life subaccounts through a network of Investment Adviser Representatives.
Roger R
Series 63, Series 65
Dublin, OH
Ameritas Advisory Services, LLC
Roger Ruz is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 63 and Series 65 designations. He has 18 years of industry experience with prior roles at firms including Grove Point Advisors, The Huntington Investment Company, and J.P. Morgan Asset Management. 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 integrates multiple custodial platforms while employing risk questionnaires and model portfolios to align client allocations with their objectives.
Shawn C
CFP®, Series 63
Cincinnati, OH
Ameritas Advisory Services, LLC
Shawn Chadwell is a CFP® with 13 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. His prior roles include positions at Compass Wealth Management LLC, Fifth Third Bank, and Fidelity. In addition to his advisory work, he assists clients with Medicare options as an independent sales representative. 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, utilizing a range of managed account programs and third-party solutions.
Dennis C
Series 66
San Ramon, CA
Ameritas Advisory Services, LLC
Dennis Culver is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at several firms, including Insight Wealth Strategies, Lincoln Financial Advisors, and Ameriprise Financial Services. Outside of financial advising, Culver contributes as a reporter for Bay City News. 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 fee-based management of variable annuity and universal life subaccounts, supported by internal and third-party portfolio management resources.
Jeffrey F
Series 63, Series 65
Lincoln, NE
Ameritas Advisory Services, LLC
Jeffrey Fern is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at Ameritas Investment Corp and Ameritas Life Insurance Corp since 2007, as well as a position at Waddell & Reed from 2006 to 2007. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs, fee-based management of variable annuity and life subaccounts, and employs a combination of discretionary and non-discretionary advisory approaches supported by an Investment Committee and third-party partnerships.
Thomas J
CFP®, Series 63, Series 66
Cincinnati, OH
Ameritas Advisory Services, LLC
Thomas Jaracz is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC. His prior experience includes roles at Fidelity Investments and Fifth Third Securities. He is also a Junior Partner at Premier Planning Group LLC, where he is involved in life insurance, disability insurance, and annuity sales, as well as assisting clients with Medicare Advantage and Supplement insurance plans. 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 combines proprietary Investment Committee oversight with third-party tools to support portfolio management.
Lawrence D
ChFC®, Series 63
Toledo, OH
Ameritas Advisory Services, LLC
Lawrence Decker is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license. He has 45 years of industry experience, including prior roles at VOYA Financial Advisors, Inc. He also manages his own firms, Decker Financial Group and Creative Financial Partners, where he is involved in fixed insurance and annuity sales. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a large network of advisors. The firm offers a range of managed account programs, consulting services, and fee-based management of variable annuity and variable universal life subaccounts.
Peter T
Series 63, Series 65
San Rafael, CA
Ameritas Advisory Services, LLC
Peter Turnbaugh is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and maintains a CPA practice that has been active since 1987. Additionally, he is involved in a family LLC that invests self-directed IRA funds into real estate. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and life insurance subaccounts, supported by both discretionary and non-discretionary advisory relationships.
Christopher B
Series 63, Series 66
Spokane, WA
Ameritas Advisory Services, LLC
Christopher Bor is a financial advisor at Ameritas Advisory Services, LLC with 27 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at Securities America Inc, Sunset Financial Services, and Mass Mutual Investors 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 various managed account programs and fee-based management of variable annuity and universal life subaccounts, with support from an Investment Committee and third-party partners.
David M
Series 63, Series 65
Greer, SC
Ameritas Advisory Services, LLC
David Mccraw is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Wells Fargo Clearing and Midwest Financial, and he is a partner in Lieu's Asian Bistro, a franchising restaurant business. He is also licensed as an independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and multiple custodial platforms.
Justin P
Series 63
Melville, NY
Ameritas Advisory Services, LLC
Justin Ponella is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 20 years of industry experience. He has served in various roles with Ameritas Life Insurance Corp of New York, DiPaola Financial Group, and related Ameritas entities since 2011. He is also licensed as an independent insurance agent specializing in fixed life and health 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 range of managed account programs and combines multiple custodial platforms with third-party tools to support portfolio construction and ongoing management.
Mark H
Series 63, Series 65
Cedar Park, TX
Ameritas Advisory Services, LLC
Mark Hughes is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has held roles at Coordinated Financial, LLC and The National Wealth Group, where he is involved in recruiting and training new agents, as well as fixed insurance and annuity sales through Coordinated Financial, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs supported by an investment committee and third-party partners, integrating multiple custodial platforms and employing risk-based portfolio alignment.
Karen V
CFP®, Series 65
Norwell, MA
Ameritas Advisory Services, LLC
Karen Van Voorhis is a CFP®-designated financial advisor with 22 years of industry experience, currently with Ameritas Advisory Services, LLC since 2021. Her prior roles include positions at Ameritas Investment Corp, Daniel J. Galli & Associates, Lion Street Advisors, Kestra Financial Services, Inc., and others. She also provides financial education and counseling through PFE Group, delivering workshops to corporate clients. 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 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.
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