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Mark C

Series 63, Series 65

Rockville, MD

Ameritas Advisory Services, LLC

Mark Cecil is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and with 39 years of industry experience. He has worked with multiple firms including United Wealth Advisors Group, LLC, Acacia Financial Group, and Ameritas Life Insurance. Cecil is also licensed as an independent insurance agent and engages in activities related to fixed insurance products and life settlements. 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 products, supported by a network of advisors and third-party partners to align portfolio strategies with client objectives.

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

Exeter, CA

Ameritas Advisory Services, LLC

Michael Young is a financial advisor with Ameritas Advisory Services, LLC, holding one year of industry experience. He has a background in business operations as president of two companies: 20/20 Employee Benefits, which sells group health insurance and Medicare plans, and Artletic Apparel, a manufacturer of running and cycling apparel. 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, 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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Kenny N

Series 66

Greensboro, NC

Ameritas Advisory Services, LLC

Kenny Nichols is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 20 years of industry experience. He has worked at several firms including LPL Financial, IFG Advisory, and Securities America Advisors. Nichols is actively involved with Southeast Financial Services, Inc. as an agent providing life and disability insurance to clients and prospects. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, and corporate clients, using a variety of managed account programs and supporting tools to align portfolio management with client objectives.

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

Series 63, Series 66

Flagstaff, AZ

Ameritas Advisory Services, LLC

Michael Sherwood is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Ameritas Investment Corp since 2003 and has operated Benefit & Financial Strategies since 2002. Outside of his advisory role, Sherwood is a licensed independent insurance agent and serves as a referring agent for a Christian cost-sharing health program. 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 solutions, supported by an Investment Committee and third-party partners, with services delivered on 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 G

Series 66

Altamonte Springs, FL

Ameritas Advisory Services, LLC

Jeffrey Green is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and over 28 years of industry experience. He has been affiliated with Ameritas Advisory Services since 2021 and has a longer tenure with related entities including Ameritas Life Insurance Corp and Jeff Green & Associates, Inc, where he serves as president. Outside of advising, he is active in independent insurance sales focusing on fixed insurance products and life insurance. 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, utilizing multiple custodial platforms and third-party tools to support portfolio construction and ongoing management.

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

Series 66

San Francisco, CA

Ameritas Advisory Services, LLC

Kristen Chirhart is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and bringing 20 years of industry experience. Her career includes roles at Ameritas Advisory Services since 2018 and involvement with Canvas Financial and Boom Planning, where she provides personalized financial planning services for individuals and small businesses. She 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 individual investors, retirement plans, and charitable organizations. The firm offers a variety of managed account programs and fee-based management of variable annuity and life subaccounts, supported by comprehensive portfolio construction and monitoring resources.

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

Series 66

Derby, KS

Ameritas Advisory Services, LLC

Michael Canfield is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. He has 12 years of industry experience, including prior roles at Cornerstone Financial Partners, Ltd, First Heartland Capital Inc, and LPL Financial LLC. Outside of advising, he is involved with Cornerstone Financial Partners, Ltd as an 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 variety of managed account programs and fee-based management of variable annuity and variable 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
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Coltan G

Series 66

Watertown, NY

Ameritas Advisory Services, LLC

Coltan Goodwine is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has five years of industry experience and has been affiliated with Ameritas Advisory Services since 2021 and United Wealth Advisors Group since 2022. His background includes roles in investment relations and financial planning support. 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 integrates multiple custodial 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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Christopher V

Series 63, Series 65

Irvine, CA

Ameritas Advisory Services, LLC

Christopher Vaccaro is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including over 20 years with Ameritas entities and more than 30 years associated with Capstone Financial Group and Capstone Financial Resources, where he also serves as president. Vaccaro is licensed as an independent insurance agent and sells fixed insurance products as well as medical and dental insurance for business clients. 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 variable universal life subaccounts, and utilizes multiple custodial 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
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Keith G

ChFC®, Series 63

Laplace, LA

Ameritas Advisory Services, LLC

Keith Gillies is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has previously worked with Fountainhead Private Client, The Acacia Group, and United Wealth Advisors Group, among others. Outside of advisory roles, he is the author of a book titled *The 10 C's of Success* with all proceeds donated to charity, and he serves as an officer for Engaged Learning Strategies, Inc., an organization providing educational resources to underserved students. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm provides a variety of managed account solutions supported by an Investment Committee and third-party partners to align portfolio allocations with client objectives.

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

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Ryan Mc Collum is a financial advisor at Ameritas Advisory Services, LLC in Lincoln, NE, holding Series 63 and Series 66 credentials with eight years of industry experience. His work history includes roles at Ameritas, Axos Invest, Wells Fargo Advisors, TD Ameritrade, and Scottrade. In addition to his advisory work, he is a part owner of MRC Precision LLC, a company involved in client services such as painting and sandblasting. 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, utilizing multiple custodial platforms and third-party tools to support portfolio construction and monitoring.

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

Series 63

Olathe, KS

Ameritas Advisory Services, LLC

Gary Rialti is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 26 years of industry experience. He worked at Waddell & Reed, Inc. for 20 years before joining Ameritas in 2022, with a brief tenure at LPL Financial in 2021. 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
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Amy B

CFP®, Series 63, Series 65

San Francisco, CA

Ameritas Advisory Services, LLC

Amy Blodgett is a CFP® professional with 34 years of industry experience currently serving at Ameritas Advisory Services, LLC. She has held roles at Ameritas since 2006 across various affiliates and has been a partner at Canvas Financial since 2018 and owner of Boom Planning since 2009. Outside of advisory work, she is involved with Boom Planning, providing financial planning services. Ameritas Advisory Services, LLC offers investment advisory and financial planning to individuals, retirement plans, charitable organizations, and corporate clients. The firm provides managed account programs, fee-based management of variable annuities, and utilizes 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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Kristina H

CFP®, Series 66

Hastings, NE

Ameritas Advisory Services, LLC

Kristina Hoelting is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. She has worked with several firms including Barth Financial Wealth Management Group and Central Financial Services. Additionally, she is involved in business management and tax activities through her ownership of Hark Financial Group, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a broad client base, including individuals, 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 a team and technology partners 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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James S

Series 66

Flagstaff, AZ

Ameritas Advisory Services, LLC

James Straight is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. He has 18 years of industry experience, including roles at Ameritas Investment Corp since 2008 and Benefit and Financial Strategies since 2010. He is also a licensed independent insurance agent authorized 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 a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, utilizing risk questionnaires, model portfolios, and third-party support in portfolio construction and oversight.

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

Series 63, Series 66

Saint Libory, NE

Ameritas Advisory Services, LLC

Andrew Rice is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has additional experience operating Midwest Pyrotechnics, LLC since 2008. Outside of financial advising, he is involved in fireworks display setup and execution through his role at Midwest Pyrotechnics, 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 various managed account programs and integrates multiple custodial platforms while supporting client portfolios with the assistance of 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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Thomas G

Series 63, Series 65

Toledo, OH

Ameritas Advisory Services, LLC

Thomas Geissler is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Ameritas Investment Company, LLC since 2006 and served with Wilcox Financial and Merrill earlier in his career. Geissler is also affiliated with Premier Planning Group, where he provides financial planning and client portfolio services. 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 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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Olivia L

Series 66

O'Fallon, MO

Ameritas Advisory Services, LLC

Olivia Lupfer is a financial advisor at Ameritas Advisory Services, LLC with seven years of industry experience. She holds the Series 66 designation and has worked previously with firms including Thrivent Investment Management Inc and Moloney Securities Co., Inc. Olivia has experience in both advisory and investment roles across several firms. 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 variable universal life subaccounts, supported by its 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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Matthew S

Series 65, Series 63

Lincoln, NE

Ameritas Advisory Services, LLC

Matthew Schommer is a financial advisor with Ameritas Advisory Services, LLC in Lincoln, NE. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Mutual of Omaha and Enterprise. Outside of advisory services, he is involved in event sales and credit card processing businesses. 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 supports portfolio management with 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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Grant H

CFP®, Series 66

Mishawaka, IN

Ameritas Advisory Services, LLC

Grant Hageman is a CFP®-credentialed financial advisor with five years of industry experience. He currently works at Ameritas Advisory Services, LLC and has previously held roles at firms including Ameriprise Financial, Harbour Investments, Inc., and United Federal Credit Union. 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 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
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