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Jason D
Series 66
Cincinnati, OH
Ameritas Advisory Services, LLC
Jason Dennis is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has worked with Ameritas Investment Corp since 2014 and is affiliated with Dell Financial Network. 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, delivering advisory services through both discretionary and non-discretionary relationships supported by a network of Investment Adviser Representatives.
Steven H
Series 63, Series 65
Lincoln, NE
Ameritas Advisory Services, LLC
Steven Herman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior experience includes roles at SECURITIES AMERICA, Inc., LPL Financial, Wells Fargo Clearing, and UBS Financial Services. He is based in Lincoln, NE. 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, supported by an Investment Committee and third-party partners to assist with portfolio construction and oversight.
Randal S
ChFC®, Series 63, Series 65
Naples, FL
Ameritas Advisory Services, LLC
Randal Studer is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 40 years of industry experience. He has worked with Central Financial Group and Ameritas Investment Corp since 1996 and with Central Financial Services since 2019. He is involved in the sales and servicing of life insurance and annuities through his ownership of Central Financial Services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a broad 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 an Investment Committee and third-party partners for portfolio construction and monitoring.
Justin H
Series 66
Omaha, NE
Ameritas Advisory Services, LLC
Justin Hochstein is a financial advisor at Ameritas Advisory Services, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including EnVision Wealth Network and Nebraska Wealth Planning. In addition to his advisory work, Hochstein manages Hochstein Strategic Legal Planning, where he drafts legal documents for estate and business planning. He also served 12 years in the United States Army. 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 an Investment Committee.
Jay J
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Jay Jurrens is a financial advisor at Ameritas Advisory Services, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked within the Ameritas organization since 2012, including roles at Ameritas Investment Corp and Ameritas Life Insurance Corp. 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, delivering advisory services on both discretionary and non-discretionary bases supported by a network of Investment Adviser Representatives.
Russell M
Series 63, Series 65
Boca Raton, FL
Ameritas Advisory Services, LLC
Russell Montgomerie is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He serves as president of Montgomerie Financial, a firm engaged in the sale and servicing of fixed insurance products, and is director of advanced planning at Lawless, Edwards & Warren, where he provides overall financial planning services. Montgomerie also acts as an executor for revocable trusts, assisting with estate management. Ameritas Advisory Services offers investment advisory and financial planning services to individual and institutional clients through a network of Investment Adviser Representatives. The firm provides a variety of managed account programs, consulting services, and fee-based management of variable annuity and universal life subaccounts, supported by third-party partners and multiple custodial platforms.
John S
Series 66
San Antonio, TX
Ameritas Advisory Services, LLC
John Stults is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and bringing 26 years of industry experience. His career includes roles at Ameritas Investment Corp and Securian Financial Services, Inc. Outside of advisory work, he serves as secretary of the Blanco Chamber of Commerce and works as an independent insurance agent. 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 solutions and supports discretionary and non-discretionary advisory relationships with tools such as model portfolios and risk questionnaires.
Stephen H
ChFC®, Series 63
Woodbury, MN
Ameritas Advisory Services, LLC
Stephen Husten is a financial advisor at Ameritas Advisory Services, LLC with 33 years of industry experience and holds the ChFC® and Series 63 designations. His career includes roles at Ameritas and affiliated companies since 2017, and he also operates U.S. Business Consulting, providing tax savings, business development, and financial services. Ameritas Advisory Services, LLC offers investment advisory and financial planning to individuals, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm provides managed account programs, fee-based management of variable annuity and universal life subaccounts, and leverages multiple custodial platforms and third-party tools to support client portfolio management.
Linda S
Series 63, Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Linda Scott is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and over 33 years of industry experience. She has worked with Ameritas Investment Corp since 2002 and has been with Ameritas Advisory Services, LLC since 2021. 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.
Daniel F
Series 66
Saint Johns, FL
Ameritas Advisory Services, LLC
Daniel Fusco is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has previous experience at Morgan Stanley, UBS Financial Services, Charles Schwab, and LPL Financial 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 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 portfolio tools.
Jordan K
Series 66
North Platte, NE
Ameritas Advisory Services, LLC
Jordan Krenik is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and five years of industry experience. His prior work includes roles with Envision Wealth Network and Central Financial Services. Krenik is also active with Barth Financial Wealth Management Group and has experience in investment and insurance services. 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 resources.
Corey R
CFP®, Series 63, Series 65, Series 66
Flagstaff, AZ
Ameritas Advisory Services, LLC
Corey Raths is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with Ameritas Advisory Services, LLC and has previously worked with Raymond James and Merrill. In addition to his advisory role, he serves as an assistant professor of finance at Northern Arizona University. 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 multiple managed account programs and third-party consulting support.
Vanessa S
Series 63, Series 66
San Francisco, CA
Ameritas Advisory Services, LLC
Vanessa Stimac is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked with Ameritas Advisory Services since 2021 and has been involved with various Ameritas entities and her own financial planning firm, VS Financial Planning, since 2006. Stimac is also 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 range 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 affiliated firms.
Jacob M
CFP®, ChFC®
Lincoln, NE
Ameritas Advisory Services, LLC
Jacob Messick is a CFP® and ChFC® with 11 years of experience in the financial services industry. He has worked with Ameritas Investment Corp since 2014 and joined Ameritas Advisory Services, LLC in 2024. Outside of his advisory role, he sells used items on eBay. 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.
Salvatore L
Series 63, Series 65
Westborough, MA
Ameritas Advisory Services, LLC
Salvatore Lombardi is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has previously worked with Mass Mutual Investors Services and Securian Financial Services and has been associated with multiple Ameritas affiliates since 2013. In addition to his advisory role, he is licensed as an independent insurance agent providing long-term care and life insurance, and he recruits, trains, and develops agents through American Financial Partners. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm utilizes a range of managed account programs and integrates multiple custodial platforms while supporting portfolio construction and ongoing consulting through its Investment Committee and third-party partners.
Jerome L
Series 63, Series 65, Series 66
Jefferson Township, PA
Ameritas Advisory Services, LLC
Jerome Lama is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63, 65, and 66 designations and 13 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and previously held roles at PNC Investments and CCO Investment Services. Lama 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 through a network of Investment Adviser Representatives. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a comprehensive investment committee and third-party partners.
David S
Series 66
Wellington, FL
Ameritas Advisory Services, LLC
David Salley is a financial advisor with Ameritas Advisory Services, LLC in Wellington, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Ameritas Advisory Services since 2019 and has prior experience at 20/20 Capital Management, Inc. Salley is also the owner and CEO of The Salley Foundation, a nonprofit baseball league. 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 and fee-based management of variable products, supported by an Investment Committee and third-party partners.
Robert H
Series 63, Series 65
Worthington, OH
Ameritas Advisory Services, LLC
Robert Hackett is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been affiliated with Ameritas-related entities since 2006 and operates Central Ohio Financial Management Group, where he provides retirement planning, insurance protection, and employee benefits services. Hackett also serves as a State Representative in Ohio’s 10th District. Ameritas Advisory Services, LLC delivers investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a variety of managed account programs and utilizes multiple custodial platforms and third-party tools to support portfolio construction and management.
David F
Series 66
Roseville, CA
Ameritas Advisory Services, LLC
David Frings is a financial advisor at Ameritas Advisory Services, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Personal and Workplace Advisors, Bank of America, Merrill, and OneDigital Investment Advisors. Frings is also affiliated with Harvest Wealth Group and Vas Dias Ca, providing advisory and variable product services. Ameritas Advisory Services, LLC offers investment advisory and financial planning to a diverse client base that includes individual investors, retirement plans, charitable organizations, and corporate clients. The firm delivers advisory services through various managed account programs and employs a combination of in-house and third-party resources for portfolio construction, monitoring, and trading.
Shannon B
Series 63, Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Shannon Berry is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has worked extensively within the Ameritas family of companies since 2007, including Ameritas Life Insurance Corp and Ameritas Investment Company, 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, utilizing a variety of managed account programs and consulting services.
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