Noah Lohan is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has worked at multiple firms since 2023, including McMillan Financial Services and The Washington Trust Company. He is also involved with Keystone Financial Group and InSource Financial Advisors, where he provides holistic financial advisory services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides 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.

Chad Moseley is a Series 66 licensed financial advisor with 24 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has previously worked with The Ascent Group and Ameritas Life Insurance Corp. Outside of his advisory work, he is a joint owner of an exercise studio in Birmingham, Alabama. 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 combination of discretionary and non-discretionary advisory relationships supported by an Investment Committee and third-party partners.

Joe Foster is a financial advisor at Ameritas Advisory Services, LLC with 36 years of industry experience. He holds a Series 63 designation and has worked with multiple firms, including Canvas Financial and Sleeper Sewell Insurance Services. Foster is also involved in exit planning services for business owners and serves as the secretary-treasurer on the board of a Christian ministry. 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, with advisory services delivered on both discretionary and non-discretionary bases.

Margaret Dipaolo is a financial advisor at Ameritas Advisory Services, LLC with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Ameritas-related firms since 2009, including Ameritas Life Insurance and Ameritas Investment Corp. She is also the owner of Magpie Indy, LLC, an LLC used to manage a real estate property. 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 annuities, supported by a network of Investment Adviser Representatives and a robust platform infrastructure.

Philip Slater is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with firms including Bank of America, Merrill, and JP Morgan Chase Bank. Slater is also involved with Harvest Wealth Group, focusing on financial planning and investment advice. 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 a network of Investment Adviser Representatives and third-party partners.

Jeffrey Heitzman is a financial advisor with Ameritas Advisory Services, LLC in Grand Rapids, MI, holding Series 63 and Series 65 credentials and offering 36 years of industry experience. He has worked at multiple firms, including Cetera Advisors LLC and 20/20 Capital Management, Inc., and serves as President of Heitzman Advisory, Inc. dba Heitzman & Associates, Inc., a financial planning and investment operation he has led since 2000. 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 product management, and advisory services supported by a network of Investment Adviser Representatives and third-party partners.

Peggy Beckenhauer is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. She has worked at firms including Edward Jones and Ameritas Life Insurance and has been associated with Ameritas Advisory Services since 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 integrates multiple custodial and execution platforms, supporting both discretionary and non-discretionary advisory relationships.

Jaden Engen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked at Ameritas Advisory Services, Ameritas Investment Company, Barth Financial, and Alley Rose. Outside of finance, Engen coaches boys basketball for Kearney Public Schools. 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 subaccounts, with advisory services delivered on both discretionary and non-discretionary bases supported by an Investment Committee and third-party partners.

Tallie Young is a financial advisor with Ameritas Advisory Services, LLC in Dallas, TX, holding Series 63 and Series 65 licenses, and has 29 years of industry experience. She has been with Ameritas Advisory Services since 2021 and has also operated Tallie O. Young & Associates, LLC since 2010. Additionally, she markets nutritional supplements and natural products through Shaklee. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporations. 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.

Raquel Higgins is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked at Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC since 2023, following prior roles at Charles Schwab and Co., Inc. and TD Ameritrade. 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 a network of Investment Adviser Representatives and multiple custodial and third-party platforms.

Liam Rogers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has worked with several firms including DeVerna & Co Financial and Ameritas Investment Company, LLC. Outside of traditional advisory roles, Rogers has experience as a mortgage loan originator with Rocket Mortgage and has been involved in fixed insurance sales. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and corporate clients. The firm provides a variety of managed account programs and fee-based management of variable products, supported by a combination of internal committees and third-party partners.

Brayton Christensen is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Ameritas Investment Company, LLC and Ameritas Life Insurance Corp. Outside of the financial industry, he worked at Firethorn Golf Club for two years. 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, supporting both discretionary and non-discretionary advisory relationships.

Joshua Wilcox is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at multiple Ameritas entities and Mutual of Omaha, among others. Wilcox is also the owner of Wilcox Consulting, a firm providing organizational consulting services to small, advisor-led financial firms, and serves as Director of Development for United Wealth Advisors Group. 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 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.

Dennis Walters is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 49 years of industry experience, including significant roles at Ameritas Life Insurance Corp, Ameritas Investment Corp., and his own firms, Walters Financial Group and DC Walters & Associates. Outside his advisory work, he serves as president of DC Walters & Associates, a business involved in office building maintenance and rent collection. 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 fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.

Philip Vitalbo is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Ameritas and affiliated entities since 2019 and also has experience with Swift Kennedy. Outside of advising, Vitalbo operates a part-time personal training business serving athletes and working professionals. 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 both discretionary and non-discretionary frameworks with resources from its investment committee and third-party partners.

John Estes is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has been involved with Ameritas Life Insurance Corp., Ameritas Investment Company, LLC, and David White & Associates. Outside of his advisory duties, he has served as a basketball referee for AAU since 2015 and operates an airport transportation business. 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 third-party partners for portfolio construction and oversight.

Chandler Maxwell is a financial advisor at Ameritas Advisory Services, LLC with four years of industry experience. He holds a Series 66 designation and has worked with Ameritas Advisory Services since 2022. Maxwell also provides client services at Foster Financial Group. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a range of custodial platforms and third-party tools.

Kalpnesh Patel is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 registrations and seven years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Accenture Inc. He is also involved in financial and insurance services through affiliated entities such as RH Benefits Insurance Services, RHB Advisors, and Capstone Financial Group. 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.

Nicholas McCleary is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He is also president and co-owner of Castle Financial Partners LLC, where he manages and develops agents while providing fixed insurance products. He operates NM Financial LLC for securities, advisory, and financial planning services. 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, with services delivered on both discretionary and non-discretionary bases.

Daniel Morales is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 credential and five years of industry experience. His prior work includes roles at Pensionmark Financial Group, LLC and San Antonio Winery. Morales is currently affiliated with Ameritas entities including Ameritas Advisory Services, Ameritas Investment Company, 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 range 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 to assist with portfolio construction and monitoring.