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Quinton S

Series 66

Tulsa, OK

Ameritas Advisory Services, LLC

Quinton Storm is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. He has worked with Ameritas in various capacities since 2019 and is also the owner of Storm Capital LLC, which provides individual and group health insurance services. Additionally, he is involved with Midtown Wealth Management in an investment-related role. Ameritas Advisory Services, LLC delivers 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 platforms, 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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Peter F

Series 63, Series 65

Ames, IA

Ameritas Advisory Services, LLC

Peter Flora is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and over 20 years of industry experience. His career includes roles at Ameritas Life Insurance Corp., Ameritas Investment Corp., Tax Favored Benefits, Inc., and TFB Advisors, LLC. He is also licensed as an independent insurance agent specializing in fixed insurance products and administers retirement plans through Tax Favored Benefits, Inc. 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 and execution platforms, supporting 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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John F

Series 63, Series 65

Cincinnati, OH

Ameritas Advisory Services, LLC

John Feldman is a financial advisor with Ameritas Advisory Services, LLC who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He currently serves as President and COO of Boom Planning and Canvas Financial, and is the owner and consultant of Fishtank Consulting LLC, providing operational and business development advice to financial planning firms. Ameritas Advisory Services, LLC delivers 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 consulting services, supported by an Investment Committee and third-party partners, and integrates multiple custodial and execution platforms in its portfolio management.

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

Series 63, Series 66

Hamilton, OH

Ameritas Advisory Services, LLC

Jonathan Jarvis is a financial advisor at Ameritas Advisory Services, LLC with 33 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked with several firms, including a long tenure at Ameritas Investment Corp. He also contributes non-fiction articles to The Line Magazine. Ameritas Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, retirement plans, and charitable organizations. 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.

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

Series 63, Series 66

Oroville, CA

Ameritas Advisory Services, LLC

Kent Teixeira is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Ameritas Investment Corp and Aviva USA Corp since 2000 and has been with Ameritas Advisory Services since 2021. Outside of his advisory role, he is an inventor of a product for outdoor landscape use and serves as a volunteer board member with NAIFA California. 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 custodial platforms.

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

Series 63, Series 65

Rockville, MD

Ameritas Advisory Services, LLC

Brian Riley is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been affiliated with Ameritas Life Insurance Corp., Ameritas Investment Corp., and Acacia Financial Advisors LLC since 2003 and 1993 respectively. Riley is also a licensed independent insurance agent specializing in fixed insurance products, including life, disability, and long-term care insurance policies, as well as fixed 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 a variety of managed account programs and fee-based management of variable annuity and life subaccounts, supported by a network of Investment Adviser Representatives and a range of third-party tools and custodial platforms.

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

Series 66

Franklin, TN

Ameritas Advisory Services, LLC

Jacob Mc Nally is a financial advisor with Ameritas Advisory Services, LLC in Franklin, TN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Ameritas, he has been involved with StewardWell LLC, StewardWell Wealth Partners, and Thompson Financial Group. He also serves as a resident director at Liberty University, overseeing resident assistants and students. 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 variable product management, supported by internal and third-party resources 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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Fredrick S

Series 65, Series 63

Norwalk, IA

Ameritas Advisory Services, LLC

Fredrick Studer is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. His career includes roles at Ameritas Insurance Company, Ameritas Investment Company, Northwestern Mutual, and Midwest Financial Solutions. 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 individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and uses multiple custodial platforms and third-party tools 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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David B

Series 66, Series 63

Exeter, CA

Ameritas Advisory Services, LLC

David Biggs is a financial advisor with Ameritas Advisory Services, LLC, holding Series 66 and Series 63 licenses and having one year of industry experience. He has worked at several firms including Harvest Wealth Group, Bank of America, Merrill, Northwestern Mutual, and Lowe’s, where he also has a role helping reorganize the lawn and garden department and assisting customers. 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, supported by a network of Investment Adviser Representatives and third-party resources.

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

Series 66

Irvine, CA

Ameritas Advisory Services, LLC

David Lien is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and concurrently provides insurance solutions through David White & Associates, where he is an active agent. Lien also holds a minority ownership in a former manufacturing company that now holds real estate. 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 multiple custodial platforms and third-party tools 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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Brandon B

Series 66

San Antonio, TX

Ameritas Advisory Services, LLC

Brandon Bowman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 license and 21 years of industry experience. His prior roles include positions at Midwest Financial Solutions, Granite Financial Solutions, LPL Financial, Cetera Financial, and Bowman & Associates, CPA. 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 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, supporting clients with portfolio construction and ongoing consulting services.

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

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Maria Langan is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and with 24 years of industry experience. She has been with Ameritas Investment Corp since 2002 and with Ameritas Advisory Services since 2021. 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, utilizes multiple custodial platforms, and supports portfolio management through 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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Evan R

Series 63, Series 65

Pittsburgh, PA

Ameritas Advisory Services, LLC

Evan Rauh is a financial advisor at Ameritas Advisory Services, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Pruco Securities LLC and PNC Investments. Outside of traditional financial roles, Rauh was also engaged with Uber Rideshare for several years. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm offers a variety of managed account programs and utilizes 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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Michael S

Series 63

Lincoln, NE

Ameritas Advisory Services, LLC

Michael Stuchlik is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and possessing 33 years of industry experience. His career includes roles at Ameritas Investment Corp. and operating Stuchlik & Associates Insurance and Financial Services Inc., where he sells fixed insurance products. He is also involved in a family life insurance agency. 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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Karina C

Series 66

Kalama, WA

Ameritas Advisory Services, LLC

Karina Chang Camacho is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Canvas Financial, 20/20 Capital Management, and 20/20 Financial Advisers. In addition to her advisory work, she manages portfolio analysis, trading, compliance, and training activities at Boom Planning and Canvas Financial. 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 subaccounts, supported by an Investment Committee and third-party partners, and utilizes 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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Chad N

Series 66

Pittsburgh, PA

Ameritas Advisory Services, LLC

Chad Nason is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at multiple Ameritas entities since 2014 and is involved in insurance-related activities through The Advisors Group of Pittsburgh and Western PA Financial Center. 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 both discretionary and non-discretionary advisory relationships and multiple custodial platforms.

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

CFP®, Series 63, Series 65

Cherry Hill, NJ

Ameritas Advisory Services, LLC

Mark Ciarelli is a CFP® with over 43 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has held multiple roles within the Ameritas organization since 1982. In addition to his advisory work, he is a founding member of Financial Capital Group LLC, where he is involved in financial planning and licensed as an independent insurance agent offering fixed insurance products and life settlements. 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 products, 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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Darcy Y

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Darcy Yocum is a financial advisor at Ameritas Advisory Services, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has held roles at multiple Ameritas entities and other firms including Wells Fargo Investments and Yocum & Associates. Aside from her advisory work, she authors financial planning books and develops a related financial app through her publishing company, Bourne Purple Publishing, LLC. She is also involved in designing western equine attire as a partner in Push Button Jeans. 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 consulting services, utilizing a combination of discretionary and non-discretionary advisory relationships 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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Erika O

Series 66

Eagle, WI

Ameritas Advisory Services, LLC

Erika Osborn is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. She has worked at Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC since 2022, and has operated Williams Financial LLC since 2016. 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, fee-based management of variable annuity and universal life subaccounts, and integrates multiple custodial and execution 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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Michael G

Series 63, Series 65

Chesterfield, MO

Ameritas Advisory Services, LLC

Michael Gilliam is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has extensive tenure with related Ameritas entities beginning in 2006. In addition to his advisory role, he serves as president of Dealer Benefit Service Inc, an independent insurance agency selling fixed insurance products. 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 universal life subaccounts, supported by a network of Investment Adviser Representatives and a comprehensive investment platform.

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