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Michael M

Series 63, Series 65

Presque Isle, ME

Ameritas Advisory Services, LLC

Michael Marquis is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked with Ameritas Investment Company, Ameritas Life Insurance Corp, and Thompson Financial Group. Outside of his financial advisory role, Michael owns small businesses offering dog sitting and landscaping services and co-hosts a Maine-focused travel TV show called MaineLife. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm delivers 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 affiliated entities.

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

Metairie, LA

Ameritas Advisory Services, LLC

Edgardo Sussmann Sr. is a financial advisor with Ameritas Advisory Services, LLC, holding over 36 years of industry experience. He has been affiliated with several related entities, including Leading Edge Financial Solutions, LLC and Ameritas Life Insurance Corp, and currently serves as president of Leading Edge Disability Center LLC. His career spans roles in insurance sales and agency management. 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 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 multiple custodial platforms.

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

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Jeremy Robson is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 66 designation and bringing 24 years of industry experience. He has worked with Ameritas since 2021 and previously spent over two decades with Securities America in various capacities. Outside of his advisory role, Robson is involved in youth sports as a basketball coach for the Millard Basketball Association. Ameritas Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individuals, retirement plans, charities, and corporations. The firm offers multiple managed account programs and fee-based management of variable products, supported by an Investment Committee and partnerships with third-party platforms 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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Jonathan G

Series 63, Series 65

Melville, NY

Ameritas Advisory Services, LLC

Jonathan Goohs is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been associated with multiple Ameritas entities and DiPaola Financial Group since 2017. Outside of his advisory roles, he provides financial service solutions for individuals and small business owners through DiPaola Financial Group, focusing on insurance, retirement, and business planning. 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 integrates multiple custodial platforms while supporting advisory relationships on both discretionary and non-discretionary bases.

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

Series 63, Series 66

Homewood, AL

Ameritas Advisory Services, LLC

Jeffrey Allen is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and 32 years of industry experience. His work history includes roles at Ameritas Life Insurance Corp, Ameritas Investment Corp, Raymond James & Associates, and Morgan Keegan & Company, LLC. He is also involved in wealth management and financial planning through Nowlin and Associates, focusing on life and health insurance and annuities. 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, variable annuity subaccount management, and employs a combination of portfolio tools and third-party support to align client allocations with their objectives.

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

Series 66

Charlotte, NC

Ameritas Advisory Services, LLC

John Bruneau is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and with one year of industry experience. He has worked with Ameritas Advisory Services since 2025 and also serves in investor relations at Boston 128 Companies. 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, supporting advisory relationships on both discretionary and non-discretionary bases through a network of Investment Adviser Representatives.

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

Series 63

Phoenixville, PA

Ameritas Advisory Services, LLC

James Hower Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 35 years of industry experience. He has been affiliated with Ameritas Advisory Services since 2021 and has served in various roles with Ameritas Life Insurance Corp, Ameritas Investment Company, H & M Financial Group Inc., and Premier Planning Group for two decades or longer. Outside of his advisory work, he is vice president of a business networking group, BNI Networkers. 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 multiple managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners, with advisory services delivered on both discretionary and non-discretionary bases.

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

Series 63

Arlington, TX

Ameritas Advisory Services, LLC

Donald Lyons is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 63 designation. He has 38 years of experience in the financial industry, including roles with Ameritas Life Insurance Corp and Ameritas Investment Corp. In addition to his advisory work, Lyons manages his own Lyons Investment Group. Ameritas Advisory Services provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients, offering a variety 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
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Charles B

Series 63, Series 65

Memphis, TN

Ameritas Advisory Services, LLC

Charles Brown is an advisor at Ameritas Advisory Services, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at multiple Ameritas entities since 2006, as well as at Coventry since 2025 and UCL Financial Group LLC since 1972. He is also a licensed independent insurance agent and a partner/owner of UCL Financial Group LLC. 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.

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

ChFC®, Series 63

Fishers, IN

Ameritas Advisory Services, LLC

John Duffin is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and a Series 63 license. He has 40 years of industry experience, including roles at Oneamerica Securities and American United Life. Duffin is also the owner and president of Duffin Financial & Insurance Brokerage, Inc., where he is involved in sales, marketing, compliance, and bookkeeping. 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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Peter C

Series 63

West Simsbury, CT

Ameritas Advisory Services, LLC

Peter Cohen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 50 years of industry experience. He has been associated with Ameritas since 2008 and leads PC Planning & Benefits Inc, a firm focused on insurance sales and business planning for high-net-worth individuals and closely held businesses. In addition to advisory work, he is involved in sales consulting for employee benefits and works as a sales advisor for a medical practice management software company. 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 and execution platforms, supported by an Investment Committee 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
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Avery S

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Avery Stege is a financial representative at Ameritas Advisory Services, LLC with Series 63 and Series 65 credentials. He has one year of experience in the financial services industry and has been associated with several Ameritas affiliates since 2024. Outside of finance, Stege is a dance instructor with the United Dance Collective. 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 multiple custodial platforms.

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

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Ryan Draper is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked with Ameritas in various capacities since 2014, including roles at Ameritas Investment Corp and Ameritas Investment Company, with prior experience at Allstate Financial Services and Securities America Advisors. 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 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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Daniel G

CFP®, ChFC®, Series 63, Series 65

Norwell, MA

Ameritas Advisory Services, LLC

Daniel Galli is a CFP® and ChFC® with 40 years of experience in financial planning and investment advisory. He is currently with Ameritas Advisory Services, LLC and DJG Longwater LLC, and has also been involved with Ameritas Life Insurance, Ameritas Investment Corp., and Goldman Sachs. Galli teaches online financial planning courses and conducts educational webinars for Boston University and Goldman Sachs. He serves as president of the Financial Planning Association. 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 both discretionary and non-discretionary advisory relationships 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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John C

Series 63, Series 65

Cape May Court House, NJ

Ameritas Advisory Services, LLC

John Crosby is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at multiple Ameritas entities and other firms such as TD Wealth Management Services and Legg Mason Wood Walker. Outside of advisory services, Crosby is involved in succession and exit planning for small to mid-size business owners and has served as a professional witness in cases related to suitability and sales practices involving 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 product subaccounts, supporting advisory relationships through risk questionnaires, model portfolios, and ongoing consulting.

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

Series 65, Series 66, Series 63

Louisville, KY

Ameritas Advisory Services, LLC

Jeremy Luse is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65, 66, and 63 licenses and possessing 22 years of industry experience. His prior roles include positions at Private Client Services and J.J.B. Hilliard, W.L. Lyons, LLC. He is based in Louisville, KY. 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, supporting both discretionary and non-discretionary advisory relationships through a network of Investment Adviser Representatives.

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

Series 63, Series 65

Phoenixville, PA

Ameritas Advisory Services, LLC

Frank Hennessey is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and possessing 37 years of industry experience. He has been affiliated with Ameritas entities since 2006 and is a partner in Premier Planning Group, where he manages staff and sells fixed insurance. Additionally, he collaborates as a partner in Premier Planning Partners, LLC, a marketing organization. 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 employs a range of custodial and third-party platforms to support portfolio construction and management.

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

Series 63, Series 66

Cincinnati, OH

Ameritas Advisory Services, LLC

Charles Massarella is a financial advisor at Ameritas Advisory Services, LLC with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Ameritas Investment Corp. since 2006 and Ameritas Advisory Services since 2021. He is based in Cincinnati, OH. 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 a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supporting advisors with model portfolios, third-party resources, and multiple custodial platforms.

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

Series 66

Exeter, CA

Ameritas Advisory Services, LLC

Elizabeth Jacques is a financial advisor at Ameritas Advisory Services, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including J.P. Morgan Securities and Morgan Stanley. Outside of finance, she owns Elizabeth Jacques Photography and is involved in retail sales of artisanal home goods through Manor & Market. 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 integrates multiple custodial platforms while employing third-party tools and an investment committee to support portfolio management.

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

Series 66

Flagstaff, AZ

Ameritas Advisory Services, LLC

Tayton Bair is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. He has been affiliated with Ameritas Advisory Services and related entities since 2023 and is also involved with Benefit and Financial Strategies. Outside of advising, he has worked in roles connected to Flyrs and Fat Olives 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 life insurance subaccounts, supported by 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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