Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Marshall D

Series 63, Series 65

Laurel, MD

Ameritas Advisory Services, LLC

Marshall Dearden is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior work includes roles at Ameritas Investment Corp, Canvas Financial, Boom Planning, HD Vest Investment Services, M&T Securities, PNC Wealth Management, and Mercantile Brokerage Services. He is actively involved in portfolio trading and management through Boom Planning and Canvas Financial, where he manages investment models and trades portfolios. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a broad platform of custodians and third-party tools.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Michael M

Series 63

Punxsutawney, PA

Ameritas Advisory Services, LLC

Michael Mumau is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 42 years of industry experience. His career includes roles at Ameritas Investment Corp., Ameritas Life Insurance Corp., Swift Kennedy & Associates, and Underwriters Brokerage. Outside of advisory work, he is a part owner of Punx’y Beverage Company, a local producer of cider, mead, and wine. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporations. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and a comprehensive supervisory structure.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Brandon H

Series 66

Grand Rapids, MI

Ameritas Advisory Services, LLC

Brandon Heitzman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and beginning his advisory career in 2026. His prior work includes roles at Ameritas Investment Company, Canvas Financial, Heitzman & Associates, Inc., and Northern Michigan University. 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, fee-based management of variable annuity and universal life subaccounts, and integrates multiple custodial platforms supported by an Investment Committee and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Kevin T

Series 65, Series 63

San Rafael, CA

Ameritas Advisory Services, LLC

Kevin Turnbaugh is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and 17 years of industry experience. He has been affiliated with Ameritas in various capacities since 2007, including roles at Ameritas Investment Corp. and Ameritas Life Insurance Corp. Turnbaugh is also a licensed independent insurance agent for 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 a network of Investment Adviser Representatives and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Lindsay S

Series 65, Series 63

Lincoln, NE

Ameritas Advisory Services, LLC

Lindsay Smith is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Her background includes roles at Ameritas Investment Company, Poulosky & Associates, and Integrity Center/Tony Ojeda Financial Center, where she also serves in assistant and financial services capacities. Prior to her financial career, she worked at Chick-fil-A for five years. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporations. The firm offers various managed account programs and fee-based management of variable annuities, supported by a network of adviser representatives and a comprehensive platform integration.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Lynn O

Series 63, Series 66

Stone Lake, WI

Ameritas Advisory Services, LLC

Lynn Olson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and over 20 years of industry experience. His career includes prior roles at firms such as Bernicke Wealth Management, Ltd., Triad Advisors, Inc., and LPL Financial, LLC. Olson is also involved with Verso Financial and FRESCO Financial Advisers, LLC in client service and trading support capacities. 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 for variable products, utilizing multiple custodial platforms and third-party tools to support portfolio construction and oversight.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

John K

Series 63, Series 65

Greensboro, NC

Ameritas Advisory Services, LLC

John Kenan is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Ameritas Life Insurance Corp. and Ameritas Investment Corp. for 20 years. Additionally, Kenan serves as president of Southeast Financial Services, Inc., an independent insurance agency selling fixed insurance products and other insurance and investment offerings. 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 universal life subaccounts, supported by an internal Investment Committee and third-party partners to assist with portfolio construction and oversight.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Kim A

Series 63, Series 65

Watertown, NY

Ameritas Advisory Services, LLC

Kim Allen is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has held leadership and advisory roles across multiple firms, including United Professional Advisors LLC and United Wealth Advisor Group, where he serves as chief operations officer. In addition to financial planning, Allen is involved in employee benefits consulting through his partnership at Gingham LLC and ownership of United Professional Benefits. 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 life insurance subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Gregory S

Series 63

Garden City, NY

Ameritas Advisory Services, LLC

Gregory Scheinberg is a financial advisor at Ameritas Advisory Services, LLC with 12 years of industry experience. He holds a Series 63 designation and has worked with firms including The Integrated and Independent Financial Solutions. Outside of his advisory role, he is a partner in GP Goods LLC, a retail business that sells items on Amazon. 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 a variety of managed account programs and supports both discretionary and non-discretionary advisory relationships through multiple custodial and execution platforms.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Mark O

Series 63, Series 65, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Mark Oliver is a financial advisor at Ameritas Advisory Services, LLC with seven years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked previously at firms including TIAA, Union Bank & Trust, and TD Ameritrade. 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 life insurance subaccounts, with advisory relationships delivered on both discretionary and non-discretionary bases.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Karina R

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Karina Rahn is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She has worked with Ameritas in various capacities since 2015 and owns a calligraphy business designing hand-lettered paper goods and event signage. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients, offering a range of managed account programs and fee-based management of variable annuity and universal life subaccounts.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Luke T

CFP®, Series 63, Series 65

Prairieville, LA

Ameritas Advisory Services, LLC

Luke Trosclair is a CFP® professional with 20 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC since 2021. He is also the founder and president of Trosclair Wealth Management, LLC, which he created to grow his practice. His prior roles include work at Wealth Solutions, LLC and The Pension Center, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporations. 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 custodial platforms.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Patrick K

Series 63, Series 65

Toledo, OH

Ameritas Advisory Services, LLC

Patrick Kenney is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. His career includes long-term roles at Ameritas Life Insurance Corp. and Ameritas Investment Company, LLC, as well as Wilcox Financial. Outside of advising, he is also an actor and participates in property management through a partnership at Premier Planning Partners, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base that includes individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and integrates multiple custodial and execution platforms, supported by an investment committee and third-party partners to assist in portfolio construction and monitoring.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Arnold P

CFP®, Series 63, Series 65

Watertown, NY

Ameritas Advisory Services, LLC

Arnold Pechler III is a CFP® professional with 43 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. His career includes roles at Sage Financial Planning, United Wealth Advisor Group, and Ameritas Life Insurance Corp., among others. He is also licensed as an independent insurance agent and is involved in recruiting, training, and managing agents for Ameritas general agency operations. 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 various managed account solutions and uses both discretionary and non-discretionary advisory approaches supported by third-party tools and a centralized Investment Committee.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Thomas T

Series 63, Series 66

Toledo, OH

Ameritas Advisory Services, LLC

Thomas Tousley is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and possessing 34 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has longstanding roles at Wilcox Financial and Ameritas Life Insurance Corp. Additionally, Tousley is licensed as an independent insurance agent, offering fixed insurance products through Wilcox Financial. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, and charitable organizations, employing a range of managed account programs and supporting portfolio construction through a network of Investment Adviser Representatives.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Kenyon W

Series 63, Series 66

Overland Park, KS

Ameritas Advisory Services, LLC

Kenyon Wells is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and more than 30 years of industry experience. He has held roles at Ameritas Life Insurance Corp, Walla Street Wealth Management Inc, Central Financial Services, and Ameritas Investment Corp. He is also licensed as an independent insurance agent focused on 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 through a network of Investment Adviser Representatives. The firm offers a range 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 portfolio construction, monitoring, and trading.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Maxwell M

Series 66

San Ramon, CA

Ameritas Advisory Services, LLC

Maxwell Michels is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. He has worked with David White & Associates since 2023 and is involved in The Nines Baseball organization since 2026. 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 managed account programs, consulting services, and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and a variety of custodial and third-party tools.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Ethan M

Series 66

Folsom, CA

Ameritas Advisory Services, LLC

Ethan Myers is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has experience with Ameritas Advisory Services, Ameritas Investment Company, and Ameritas Life Insurance Corp., as well as prior roles in several other businesses. His background includes service in the California Army National Guard and involvement with small business ventures such as Express Ride LLC. 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 managed account programs, fee-based management of variable annuity and universal life subaccounts, and integrates multiple custodial and execution platforms supported by an Investment Committee and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
firm logo

Shay D

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Shay Delaney is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Ameritas, Delaney worked at Edward Jones for three years and has held various roles at insurance and financial firms including Allstate Insurance Company and The Financial Gym. 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 leverages multiple custodial platforms and third-party tools to support portfolio construction and management.

Divorce financial planning Retirement income strategy ESG / Sustainable investing Business ownership considerations Founder/Business Owner
user avatar
firm logo

Rebecca S

CFP®, Series 66

Memphis, TN

Ameritas Advisory Services, LLC

Rebecca Schulter is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and Series 66 credentials and bringing nine years of industry experience. She has been affiliated with Ameritas entities since 2014 and serves as a past president of the NAIFA Memphis/West Tennessee chapter. In addition to her financial advisory work, she is involved in acting, participating in commercials. 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 variable universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners for portfolio construction and management.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)