John Perlite is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. He has worked with Ameritas Investment Company and Ameritas Advisory Services since 2024 and is also involved with David White & Associates, focusing on financial planning. Ameritas Advisory Services provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm delivers advisory relationships on both discretionary and non-discretionary bases and supports portfolio construction with its Investment Committee and third-party partners.

Frank Kinter Jr. is a financial advisor with Ameritas Advisory Services, LLC who holds a Series 63 license and has 41 years of industry experience. He has worked with Ameritas-related entities since 1982 and has been associated with Upstreet Financial Advisors since 2008. Outside of advisory work, he co-owns a retail business and holds ownership roles in local commercial real estate and a hardware store. 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 while supporting both discretionary and non-discretionary advisory relationships.

Keiko Krull is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. She has worked with Ameritas entities since 2009 and is also associated with Dipaola Financial Group. Outside of advisory services, she is licensed as an independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a broad client base that includes 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 a dedicated Investment Committee and third-party partners.

Paul Schneider is a CFA® charterholder with 17 years of industry experience. He is currently affiliated with Ameritas Advisory Services, LLC and has held roles at Vector Financial Advisors LLC and related entities since 2006. Schneider is also the managing director of Vector Recovery Group, LLC, which provides consulting and financial analysis services to small business clients. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports both discretionary and non-discretionary advisory relationships and employs multiple custodial platforms and third-party tools to assist with portfolio management.

Paul Lawless is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been affiliated with Ameritas and its related entities since 2003 and has managed his own wealth management firm, Lawless, Edwards and Warren-Wealth Management, since 1994. Outside of advising, he serves as president of Lord Management Corporation, which provides analytical and quantitative management services across luxury real estate, aircraft, and marine industries. 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 products, supported by a network of Investment Adviser Representatives and a robust platform integrating multiple custodial and third-party tools.

Payton Carroll is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and based in Pittsburgh, PA. Carroll has been with Ameritas and related entities since 2023, with prior experience that includes work at Walt Disney World and roles in education and hospitality. Outside of finance, Carroll was involved with En Pointe Dance Academy for one year. Ameritas Advisory Services, LLC provides investment advisory and financial planning 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, supported by portfolio construction and monitoring from its Investment Committee and third-party partners.

Brian Willey is a financial advisor with Ameritas Advisory Services, LLC in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His work history includes roles at Patriot Growth Insurance Services, Inc., IFG (Incisive Financial Group), Business Benefits Group, Human Circuit, PFS Investments Inc., and Primerica Financial Services. He is also involved in retirement plans and wealth planning as well as commercial benefits and insurance consulting through related business activities. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs and fee-based management of variable annuity and universal life subaccounts, using multiple custodial platforms and third-party tools to support portfolio construction and ongoing client reviews.

Clemens Szymanowski II is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and eight years of industry experience. He has worked with DeVerna & Co. Financial, Ameritas Investment Corp, and Creative Financial Partners. Outside of his advisory role, he is involved with DeVerna & Co. Financial as an agent focusing on insurance and annuity business. 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.

Darin Gilb is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He worked at Edward Jones for 17 years before joining Ameritas in 2022. In addition to his advisory work, he owns Darin Gilb Woodworks, a business producing and selling handcrafted wood products. Ameritas Advisory Services, LLC provides investment advisory and financial planning 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, supported by an Investment Committee and third-party partners.

Gregory Edwards is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with multiple firms, including Lawless, Edwards, and Warren LLC since 1994 and Ameritas-related entities since 2003. Outside of his advisory role, he is an owner of A Green Flash, LLC, which holds a vacant piece of land in the Bahamas. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a wide range of clients, including individual investors, retirement plans, charitable organizations, and corporations. The firm offers various managed account programs and utilizes multiple custodial platforms and third-party tools to support portfolio construction, monitoring, and trading.

Wayne Schmidt is a financial advisor with Ameritas Advisory Services, LLC, holding 39 years of industry experience. He has held roles at various firms including Ameritas Investment Company, LLC and Capital Management Group LLC, where he serves as managing partner. Schmidt is also licensed as an independent insurance agent and is involved in multiple business ventures related to insurance and investment services. 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 a range 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.

Zebediah Chapman is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has been in the industry since 2026 and is also associated with Ameritas Investment Company, LLC. His prior work experience includes roles at Chapman Financial Services, Nowlin & Associates, Ameritas Life Insurance Corp., and Caterpillar. 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 variable universal life subaccounts, supported by multiple custodial platforms and third-party tools.

Jeffrey Smalley is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 34 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 2002. Prior to that, he spent three years with Raymond James Financial Services. He 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, fee-based management of variable products, and integrates multiple custodial platforms while employing risk-aligned investment strategies supported by an Investment Committee and third-party partners.

Colleen Richards is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been associated with Ameritas Advisory Services since 2021 and works concurrently with Ameritas Investment Corp and Daniel J. Galli & Associates, where she serves as an office manager handling client reports and administrative support. Ameritas Advisory Services 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 fee-based management of variable products, supported by multiple custodial platforms and third-party tools to align portfolios with client objectives.

Pamela Goswick is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has worked with Ameritas Advisory Services since 2021 and has been involved with Ameritas Life Insurance and Ameritas Investment Corp. since 1997. She is also the owner of Investment Advisors, Inc., where she provides insurance and investment services to individuals and 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 corporations. The firm provides various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by multiple custodial platforms and third-party resources.

Patrisha Lee is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 20 years of industry experience. She has worked at firms including Park Avenue Securities, Guardian Life Insurance, and Mass Mutual Investors Services. Lee is also an instructor at Southern Methodist University, where she teaches continuing education classes in financial education. Additionally, she is the director and owner of PLSH, LLC, doing business as Capital Financial Architects, providing insurance products and services. 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 universal life subaccounts, supported by an Investment Committee and third-party partners.

John Eggleton is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 20 years of industry experience. His prior career includes roles at AllianceBernstein L.P. and a long tenure at Ameritas Investment Corp and Foster Financial Group. He is also involved in assisting clients with life insurance policy sales. 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 for variable annuity and variable universal life subaccounts, utilizing both discretionary and non-discretionary advisory relationships supported by an Investment Committee and third-party partners.

Giuseppe Imbriano is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 20 years of industry experience. His previous roles include positions at Empire Financial Partners and Ameritas Life Insurance. Outside of advisory work, he is involved in several business ventures including leading Integrated Hr, Inc., which sells health insurance and fixed insurance products, and partnering in a transportation service for home care agency employees. 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 variable universal life subaccounts, supported by an Investment Committee and third-party partners.

Jaclyn Bautista is a financial advisor at Ameritas Advisory Services, LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Calton & Associates, Inc. and J.W. Cole Financial, Inc. before joining Ameritas. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and ongoing consulting, supported by multiple custodial platforms and third-party tools to align portfolios with client objectives.

Patrick Donnelly is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked with Ameritas since 2021 and is also associated with Capstone Financial Group and True Course Retirement, where he provides financial planning, retirement advice, securities sales, and insurance services. Donnelly is licensed as an independent insurance agent to sell fixed insurance products, integrating insurance and investment advice in his practice. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners to align portfolio allocations with client objectives.