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Corey P

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Corey Poulosky is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has held leadership roles at multiple firms, including as president of Midwest Resource Group and Central Financial Services, and serves as president and general agent of dba EnVision Wealth Network. Poulosky is also involved in insurance licensing education through a part ownership in The Essential Step. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual, retirement, charitable, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, delivering advisory relationships on discretionary and non-discretionary bases supported by a network of investment professionals and third-party resources.

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

Series 63, Series 65

Salt Lake City, UT

Ameritas Advisory Services, LLC

Kristine Maxfield is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and 33 years of industry experience. She has worked at Ameritas Advisory Services since 2021 and previously held roles at Charles Schwab from 2000 to 2015. In addition to her advisory role, she serves as a senior vice president and wealth advisor with Sovereign Financial Group, where she also acts as a resident producer of insurance 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 managed account programs, fee-based variable annuity and life insurance subaccount management, and utilizes various custodial platforms and third-party tools to support portfolio construction and ongoing client management.

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

Series 63, Series 66

Bennet, NE

Ameritas Advisory Services, LLC

Catherine Jones is a financial advisor at Ameritas Advisory Services, LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameritas-affiliated firms since 2008, including a role at the State of Nebraska Securities Bureau from 2013 to 2017. 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 annuity and variable universal life 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
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Christopher L

Series 63, Series 65, Series 66

Rockville, MD

Ameritas Advisory Services, LLC

Christopher Laughlin is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63, 65, and 66 licenses and with 29 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Life Insurance, Ameritas Investment Corp., and Wealth Advisors Group LLC dating back to 1998. Outside of his advisory work, he owns a small business unrelated to finance. 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 programs and fee-based management of variable annuity and universal life subaccounts, delivering advisory services on both discretionary and non-discretionary bases with support from internal and third-party resources.

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

Series 66

Washington, PA

Ameritas Advisory Services, LLC

Anthony Ratkiewicz is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at several firms including MassMutual, Penn Mutual Life Insurance, Guardian Life, and Wells Fargo Clearing. He is also involved with Beau Street Financial, where he provides guidance on investments, retirement, and insurance. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm provides managed account programs, fee-based management of variable products, and supports both discretionary and non-discretionary advisory relationships.

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

Series 66

San Francisco, CA

Ameritas Advisory Services, LLC

Ana Abraldes is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and six years of industry experience. She has been with Ameritas since 2019 and is also involved with Canvas Financial and Boom Planning, providing client support in financial planning. Outside of finance, she operates Studio Vidro, producing and vending artisan glass tableware and jewelry. 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 annuity and universal life subaccounts, supported by a network of advisers and third-party partners for portfolio construction and monitoring.

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

ChFC®, Series 63, Series 65

Clinton, IN

Ameritas Advisory Services, LLC

Brian Mcleish Sr. is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 28 years of industry experience. His prior work includes multiple roles at State Farm Insurance and related entities. Outside of advising, he serves as president of the Community Recreation Center Inc. board, works as a high school basketball official, and is involved in a startup renting time on a golf simulator. Ameritas Advisory Services, LLC provides investment advisory and financial planning 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.

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

Series 66

Toledo, OH

Ameritas Advisory Services, LLC

Peter Winovich III is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has previously worked with Wilcox Sports Management and currently leads Winovich Wealth Partners, a financial services firm he owns. Additionally, he is licensed as an 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 variable universal life subaccounts, 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
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Kristen S

Series 63, Series 66

Cincinnati, OH

Ameritas Advisory Services, LLC

Kristen Sanders is a financial advisor at Ameritas Advisory Services, LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameritas firms since 2013. Outside of her advisory role, she operates a farm enterprise that sells agricultural products and Doberman Pinschers. 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 variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by multiple custodial platforms and third-party tools.

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

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

James Janssen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 17 years of industry experience. He has been with Ameritas Advisory Services since 2021 and also works with Insource Financial Advisors. Outside of his advisory roles, Janssen manages rental property. 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, offering a variety of managed account programs and fee-based management solutions.

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

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Gabriel Broman is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. He has one year of industry experience, including roles within multiple Ameritas entities and prior work at the University of Nebraska Lincoln and Rolling Fire LLC. 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 a variety of managed account programs and integrates multiple custodial platforms, supported by an Investment Committee and third-party partners to assist with portfolio management.

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

Series 63, Series 65

Fernandina Beach, FL

Ameritas Advisory Services, LLC

Ruth Forsyth is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked within Ameritas and its affiliated entities since 2002, including roles at Ameritas Life Insurance Corp and Ameritas Investment Corp. Forsyth 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 a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and integrates multiple custodial platforms, supported by an Investment Committee and third-party partners for portfolio management and trading.

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

Series 63, Series 65

Roseville, CA

Ameritas Advisory Services, LLC

Brian Abad is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at CapFinancial Securities LLC, Royal Alliance Associates, and LPL Financial Corporation. He is also involved with VAS Dias Agency in insurance sales. Ameritas Advisory Services, LLC provides investment advisory and financial planning 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, 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
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William M

ChFC®, Series 63, Series 65

Flagstaff, AZ

Ameritas Advisory Services, LLC

William Morrison Jr. is a ChFC® with 45 years of experience in the financial services industry. He is currently with Ameritas Advisory Services, LLC and has been associated with Ameritas Investment Corp. since 1997 and owns Benefit & Financial Strategies LLC, where he is licensed as an independent insurance agent selling fixed insurance products. Morrison also serves as managing partner of 510 N Humphreys LLC, a single-asset LLC that houses his insurance and investment operations. 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, 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
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Matthew H

Series 63, Series 65

San Ramon, CA

Ameritas Advisory Services, LLC

Matthew Halick is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also involved with Garaventa Accountancy Corporation and David White & Associates. Outside of advisory roles, he serves as Treasurer of the Sacramento Safari Club, a chapter of Safari Club International focused on environmental conservation. 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 products, supported by third-party partners and multiple custodial platforms.

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

Series 66

Cincinnati, OH

Ameritas Advisory Services, LLC

Joel Kubala is a financial advisor at Ameritas Advisory Services, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc and Fidelity Investments. Outside of his advisory role, Kubala is involved with Ironman Real Estate, LLC, a residential rental real estate 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 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
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Robert D

Series 63

Toledo, OH

Ameritas Advisory Services, LLC

Robert Davis is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 19 years of industry experience. His career includes roles at Creative Financial Partners and Ameritas Life Insurance Corp. Outside of his advisory work, he is a part-time instructor at Morton-Barber Learning Center, providing training and continuing education for insurance and securities professionals. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports its clients through a variety of managed account programs and combines multiple custodial platforms with third-party tools to align portfolios with client objectives.

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

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Melissa Phelan is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. She has four years of industry experience and has worked with Ameritas Advisory Services since 2023, Ameritas Investment Company since 2022, and InSource Financial Advisors since 2020. Prior to her advisory career, she was a homemaker for eight years. 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 life insurance subaccounts, supported by a network of Investment Adviser Representatives and multiple third-party tools and custodial platforms.

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

Series 63, Series 65

Omaha, NE

Ameritas Advisory Services, LLC

Michael Booth is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His career includes roles at Envision Wealth Network, Ameritas Wealth Advisors, Ameritas Life Insurance, and Securian Financial Services, among others. Booth has also operated Booth & Associates Long Term Care Advisors for over two decades. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a wide client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various 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
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Jared K

Series 65, Series 63

Kearney, NE

Ameritas Advisory Services, LLC

Jared Kruse is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked at Ameritas Advisory Services since 2026 and has been involved with DK Legacy Wealth Group and Ameritas Investment Company since 2018 and 2016 respectively. Additionally, he maintains a role with Central Financial Services, where he is involved in insurance sales and service. Ameritas Advisory Services 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 programs and fee-based management of variable annuities and life insurance subaccounts, supported by a network of Investment Adviser Representatives and a range of custodial platforms and third-party tools.

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