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Brian H

Series 63, Series 65

Bangor, ME

Ameritas Advisory Services, LLC

Brian Hamel is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has held leadership roles at Thompson Financial Group and Thompson-Hamel LLC, where he serves as Chief Operating Officer overseeing fixed insurance sales and payroll processing services. Hamel is also licensed as an independent insurance agent specializing in fixed insurance products. 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 an Investment Committee and multiple third-party platforms.

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

Series 63, Series 65

Weston, MA

Ameritas Advisory Services, LLC

Stephen Bruneau is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 46 years of industry experience and has worked with various Ameritas entities since 2006. Outside of his advisory role, he is the president of Boston 128 Companies Inc. and Boston 128 Insurance Agency Inc., and he is also an author of fiction thriller novels. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, 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, with a focus on aligning portfolios to client objectives through risk assessment and ongoing monitoring.

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

Series 63, Series 65

Memphis, TN

Ameritas Advisory Services, LLC

Timothy Moran is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with several Ameritas affiliates and owns The Moran Company, serving as its president. Moran is also a partner at UCL Financial Group, LLC, and holds a royalty interest in an oil well in Kansas. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a broad 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 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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Leonard T

Series 66

Phoenix, AZ

Ameritas Advisory Services, LLC

Leonard Thompson is a financial advisor at Ameritas Advisory Services, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked in various capacities at Ameritas and its affiliates since 2003, as well as at Cambridge Investment Research from 2001 to 2003. In addition to advisory services, he is a licensed independent insurance agent authorized to sell fixed insurance products including life, disability, long-term care insurance, and fixed annuities. 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 life insurance subaccounts, supported by a network of Investment Adviser Representatives and its Investment Committee.

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

Series 63, Series 65

Bridgeville, PA

Ameritas Advisory Services, LLC

David Lutz Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Ameritas since 2003 in various roles and operates two additional financial services firms, Celtic Financial Services LLC and Save with Dave LLC, providing financial planning and insurance services. Lutz is also licensed to sell fixed insurance products and offers Medicare insurance to clients aged 65 and older. 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 management of variable products, and utilizes risk questionnaires, model portfolios, and periodic reviews 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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Kenneth W

Series 63, Series 65

Escondido, CA

Ameritas Advisory Services, LLC

Kenneth Winter is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has worked with Ameritas since 2006 across multiple affiliated entities and co-manages Martinez & Winter. He also serves as an officer of the Kenneth & Donielle Winter Family Foundation, a private family foundation involved in charitable grantmaking. 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 various managed account programs and fee-based management of variable annuity and variable universal life subaccounts.

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

Series 63, Series 65

Oakbrook Terrace, IL

Ameritas Advisory Services, LLC

Kevin Trinidad is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at several firms, including Prudential and Mutual of Omaha, and is also the owner of Wealthpoint360, where he serves as an insurance broker. 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 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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James H

Series 63, Series 65

Bridgeville, PA

Ameritas Advisory Services, LLC

James Hixon is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Celtic Wealth Management, LLC and Celtic Financial Services LLC as owner and financial advisor since 2012 and 2002, respectively. 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 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 proprietary tools and multiple custodial platforms.

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

Series 66

Hudsonville, MI

Ameritas Advisory Services, LLC

Douglas Dejonge is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Advanced Business Advisors LLC, Creative Financial Partners of Michigan, Ameritas Investment Corp, and Altus Group. He also advises business owners on selling their businesses through his role as a business broker at Advanced Business Advisors 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 universal life subaccounts, supported by an Investment Committee and third-party 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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Nathan M

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Nathan Moore is a financial advisor with Ameritas Advisory Services, LLC based in Lincoln, NE. He holds Series 63 and Series 65 credentials and has 13 years of industry experience. His career includes roles at Ameritas-affiliated firms since 2011 and prior experience with Farm Bureau Financial Services and Investment Advisors, Inc. 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 products, 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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David Z

Series 66

San Ramon, CA

Ameritas Advisory Services, LLC

David Zook is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked with Ameritas Life Insurance and Ameritas Investment Corp since 2010 and operates an independent insurance agency, David White & Associates, specializing in fixed insurance products. Ameritas Advisory Services serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers managed account programs and fee-based management of variable annuity and life insurance subaccounts, using a combination of risk assessments, model portfolios, and third-party support to align investment strategies with client objectives.

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

Columbus, OH

Ameritas Advisory Services, LLC

Mark Haimerl is a financial advisor with Ameritas Advisory Services, LLC in Columbus, Ohio, holding 18 years of industry experience. His career includes roles at multiple firms such as DeVerna & Co Financial, Creative Financial Partners, and SOBE Partners LLC. He is also the owner of The Wealth Lab, a fee-based advisory practice serving clients in central Ohio. 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 ongoing consulting, supported by a broad 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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Louay E

Series 66

Folsom, CA

Ameritas Advisory Services, LLC

Louay Elhadj is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. He has 11 years of industry experience and has previously worked with firms including Morgan Stanley, UBS Financial Services, and Dunhill & Company, LLC. Outside of his advisory role, he is involved with Aarda International, Inc., which provides real estate and mortgage services, and he serves as an agent with Capstone Financial Group, an insurance agency. 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 combines support from an Investment Committee and third-party partners to construct and monitor client portfolios.

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

ChFC®, Series 63

Charlotte, NC

Ameritas Advisory Services, LLC

Carl Rogers Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and has 41 years of industry experience. His career includes roles at Ameritas Life Insurance Corp of New York, Ameritas Investment Corp., and Southeast Financial Services, Inc. In addition to financial advising, he serves as a precinct judge for the Mecklenburg County Board of Elections and works with business owners on succession planning, estate planning, and executive compensation through his independent insurance agency. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, 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 advisors and investment committees.

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

Series 66

Omaha, NE

Ameritas Advisory Services, LLC

John Loudon is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. He previously worked at Ball, Loudon, Ebert & Brostrom LLC and has held roles at Ameritas Investment Company, LLC, Investment Advisors Inc., and inSOURCE Financial Advisors. Outside of advising, Loudon has experience in the hospitality industry, including positions at Firethorn Golf Club and Culver's Fast Food Restaurant Company. 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, with portfolio construction 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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Bradley T

Series 63, Series 65

San Ramon, CA

Ameritas Advisory Services, LLC

Bradley Tarter is a financial advisor at Ameritas Advisory Services, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including National Wealth Group and Ameritas Life Insurance Corp. In addition to his advisory work, he is an independent insurance agent and senior partner at David White & Associates, focusing on 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, delivering 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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Richard C

Series 63, Series 66

Pittsburgh, PA

Ameritas Advisory Services, LLC

Richard Cole is a financial advisor with Ameritas Advisory Services, LLC based in Pittsburgh, PA. He holds Series 63 and Series 66 credentials and has 18 years of industry experience. His prior work includes roles at LPL Financial, Merrill, Charles Schwab, and PNC Investments. 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 variable 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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Scott V

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Scott Van Dyke is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 registrations and 23 years of industry experience. He previously worked at ALLSTATE Financial Services LLC for 12 years before joining Ameritas Investment Company, LLC in 2017 and Ameritas Advisory Services, LLC in 2021. Outside of his advisory role, he is a sales consultant for EMRIS International, marketing Ayurvedic supplements and CBD oil 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 various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and multiple custodial and execution platforms.

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

Series 63, Series 65

Hickman, NE

Ameritas Advisory Services, LLC

Todd Himmelberg is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Ameritas Advisory Services since 2019 and previously spent over a decade with Allstate Financial Advisors and Allstate Financial Services. Outside of his advisory role, he is involved in a family landscaping and lawn care business. 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 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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Frank H

Series 63, Series 65

Cincinnati, OH

Ameritas Advisory Services, LLC

Frank Heitker is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked with Premier Planning Group LLC since 2001, where he is an agency manager and partner, and currently serves as a partner at Premier Planning Partners. His career also includes roles at Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2006. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs, ongoing consulting, and fee-based management, 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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