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William M
Series 63
Centreville, VA
Ameritas Advisory Services, LLC
William Moore is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 38 years of industry experience. He has been with Ameritas in various capacities since 2003 and founded WC Moore Financial Services, LLC in 2006. Outside of financial services, he participates in professional bowling tournaments nationwide. 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 and fee-based management of variable annuity subaccounts, supporting both discretionary and non-discretionary advisory relationships through a range of custodial platforms and third-party tools.
Scott F
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Scott Farmen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Ameritas Investment Corp and Ameritas Life Insurance Corp since 2008, as well as Securities America Advisors, Inc. from 2006 to 2008. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides various 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 management.
Jacob W
Series 66, Series 63
Lincoln, NE
Ameritas Advisory Services, LLC
Jacob Welch is a financial advisor with Ameritas Advisory Services, LLC, holding Series 66 and Series 63 designations and bringing 13 years of industry experience. His prior roles include positions at Charles Schwab 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 affiliated entities.
Zhizhi M
CFP®, Series 63, Series 66
Houston, TX
Ameritas Advisory Services, LLC
Zhizhi Ma is a CFP®-designated financial advisor with 29 years of industry experience. She is currently with Ameritas Advisory Services, LLC and has held roles at MIG-MA Investment Group and Ameritas Life Insurance Corp. Ma is also licensed as an independent insurance agent to sell fixed insurance products through her ownership of MIG-MA Investment 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 integrates multiple custodial platforms while supporting portfolio construction through internal and third-party resources.
James W
Series 63, Series 66
Harrisburg, PA
Ameritas Advisory Services, LLC
James Weaver is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been affiliated with the Ameritas group of companies since 2001 and serves as president of Weaver Financial Services Inc., where he is licensed as an independent insurance agent specializing in fixed insurance products and life insurance-related sales. 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.
James B
Series 66
Toledo, OH
Ameritas Advisory Services, LLC
James Brown is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and previously served 25 years with the City of Toledo Department of Police. Brown also provides financial services through Premier Planning Group. 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 risk-based portfolio construction and multiple custodial platforms.
Joshua M
Series 66
East Lyme, CT
Ameritas Advisory Services, LLC
Joshua Morton is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. He has one year of industry experience and previously worked at MassMutual Life Insurance Co and Mass Mutual Investors Services. Outside of finance, he has worked in the restaurant and bar industry as a server and bartender. 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 advisory services delivered on both discretionary and non-discretionary bases supported by investment committees and third-party partners.
Sean F
Series 65
Homewood, AL
Ameritas Advisory Services, LLC
Sean Fleming is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 credential and nine years of industry experience. He has worked at Ameritas Advisory Services, Nowlin & Associates, Freedom Financial Group, and AE Wealth Management. Fleming is also involved with Nowlin & Associates, providing life insurance and annuity solutions as part of comprehensive financial planning. 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 integrates multiple custodial platforms while supporting portfolio construction and monitoring through its Investment Committee and third-party partners.
Keith I
Series 63, Series 66
Carmel, IN
Ameritas Advisory Services, LLC
Keith Ingram is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with Ameritas Life Insurance Corp and Ameritas Investment Corp since 2009 and has been associated with National Financial Group since 2004. Outside of advisory services, he is involved in insurance sales through National 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 a range of custodial and third-party platforms.
Timothy H
CFP®, Series 63
Sugar Land, TX
Ameritas Advisory Services, LLC
Timothy Hannah is a financial advisor with Ameritas Advisory Services, LLC, holding the CFP® and Series 63 designations and bringing 39 years of industry experience. He has been associated with Ameritas Advisory Services since 2021 and maintains ongoing roles with Hannah Financial Solutions, Ameritas Life Insurance Corp., Ameritas Investment Corp., and Lone Star Advisory Group Inc. Additionally, he owns and operates Hannah Financial Solutions and is involved in financial planning and insurance sales. 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 utilizes multiple custodial platforms and third-party tools to support portfolio construction, monitoring, and trading.
Jennifer E
Series 63, Series 66
Fairfield, OH
Ameritas Advisory Services, LLC
Jennifer Elliott is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked with Ameritas Investment Corp. since 2006 and Ameritas Advisory Services since 2021. Outside of her advisory role, Elliott is a freelance flutist who teaches lessons, performs in orchestras, and serves as Music Director at Trinity Episcopal Church in Hamilton, OH. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charities, 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 a team and third-party partners for portfolio construction and monitoring.
George F
Series 63, Series 65
East Stroudsburg, PA
Ameritas Advisory Services, LLC
George Fahy III is a financial advisor at Ameritas Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 10 years. 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 range of custodial platforms and third-party tools.
Francis W
Series 63, Series 65
Carmel, IN
Ameritas Advisory Services, LLC
Francis Woods IV is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked with Ameritas firms since 2009 and has been affiliated with National Financial Group since 1998. Woods is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services 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 a network of Investment Adviser Representatives and multiple custodial platforms.
Henry W
Series 63
Harrisburg, PA
Ameritas Advisory Services, LLC
Henry Weaver is a financial advisor at Ameritas Advisory Services, LLC with 38 years of industry experience. He holds the Series 63 designation and has been affiliated with several Ameritas entities since 1997, including Ameritas Investment Corp and Ameritas Life Insurance Corp. Weaver is also president emeritus, CEO, and CFO of Weaver Financial Services Inc, an independent insurance agency he has operated since 1963, specializing in fixed insurance products and financial direction for 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 various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and integrations with multiple custodial platforms and third-party tools.
Brendan H
Series 63, Series 66
San Ramon, CA
Ameritas Advisory Services, LLC
Brendan Halick is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has previously worked with firms including HSBC Bank USA NA and Lending Club. He also serves as an associate advisor supporting senior partners at David White & Associates and Barto Lucas. 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 a network of Investment Adviser Representatives and a range of custodial and third-party platforms.
Bryan K
Series 65, Series 63
Hermitage, TN
Ameritas Advisory Services, LLC
Bryan Koppel is a financial advisor with Ameritas Advisory Services, LLC in Hermitage, TN. He holds Series 65 and Series 63 licenses and has nine years of industry experience. His prior work includes roles at 20/20 Financial Advisers and Paulson Investment Company LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning 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, supporting both discretionary and non-discretionary advisory relationships.
George H
Series 63, Series 65
Boise, ID
Ameritas Advisory Services, LLC
George Hentges is an investment adviser representative with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameritas-affiliated firms since 2002 and 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 individuals, retirement plans, charitable organizations, and corporate clients. The firm offers various 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.
Kenneth T
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Kenneth Torczon III is a financial advisor at Ameritas Advisory Services, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Ameritas in various capacities since 2008, including roles at Ameritas Investment Corp. and Ameritas Life Insurance. Prior to joining Ameritas Advisory Services, he spent nine years at Wilderness Ridge. 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, supported by a network of Investment Adviser Representatives and third-party partners.
Jonathan H
Series 63, Series 65
Libertyville, IL
Ameritas Advisory Services, LLC
Jonathan Henkels is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His work history includes roles at Savant Wealth Management, The Northern Trust Company, and Beacon Global Advisor Network, among others. Outside of finance, he has been involved with Garfield's Beverage Warehouse and Binny's Beverage Depot. 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, utilizing multiple custodial platforms and third-party tools to support portfolio construction and ongoing consulting.
Madison S
Series 65
Presque Isle, ME
Ameritas Advisory Services, LLC
Madison Staples is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. They hold the Series 65 designation and have worked with firms including Thompson Financial Group and Ameritas Life Insurance Corp. Madison has also been involved with several businesses outside finance, including roles at Boondocks Grill and Blush Bridal & Formal. 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 variable universal life subaccounts, supported by an Investment Committee and multiple custodial platforms.
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