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James L

Series 66

Homewood, AL

Ameritas Advisory Services, LLC

James Lowe is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. He has 13 years of industry experience and has worked with Ameritas Investment Corp since 2013. Lowe is also a partner at Unlimited, LLC, where he educates clients on the uses and benefits of whole life insurance contracts. 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 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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Dane A

Series 65, Series 63

Roseville, CA

Ameritas Advisory Services, LLC

Dane Abrigana is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and having two years of industry experience. His background includes roles in real estate sales at Better Homes and Gardens Real Estate and financial planning through his ownership of Thrive Financial Group, LLC. Prior to his advisory career, he worked for Intel Corporation for 28 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 variable 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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Tyler S

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Tyler Schubauer is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 10 years of industry experience. His career includes roles at Ameritas Investment Company, Ameritas Life Insurance Corp, and Securities America Advisors. 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 annuity and universal life subaccounts, and integrates multiple custodial and execution platforms to support portfolio construction and ongoing client reviews.

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

Series 63, Series 65

Libertyville, IL

Ameritas Advisory Services, LLC

Mark Friese is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 32 years of industry experience. His career includes roles at Ameritas Investment Corp and Ameritas Life Insurance Corp, among others. Outside of advisory work, he is involved in marketing for financial services and manages a recreational water ski lake through a partnership in Liberty Lake, 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 a variety of managed account programs and integrates multiple custodial platforms, supported by an Investment Committee and third-party partners for portfolio construction and ongoing consulting.

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

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

David Guttery 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 firms including inSOURCE Financial Advisors, Keystone Financial Group, and Ameritas Life Insurance Corp. Guttery is also the owner of an independent insurance agency focused on fixed insurance products and serves as CEO and General Agent of inSOURCE Financial Advisors. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base that includes 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 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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Kimberly C

Series 63, Series 65

Pittsburgh, PA

Ameritas Advisory Services, LLC

Kimberly Carroll is a financial advisor at Ameritas Advisory Services, LLC with eight years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at Citizens Bank and its affiliated entities prior to joining Ameritas in 2021. Outside of finance, she teaches dance to children at Michele's Dance Center, a role she has held since 2003. 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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Zoe W

Series 65, Series 63

Carmel, IN

Ameritas Advisory Services, LLC

Zoe Woods is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 65 and Series 63 licenses. She has five years of industry experience and previously worked at National Financial Group. Prior to her advisory career, she spent four years at the University of Dayton and two years at Carmel High School. 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 utilizes model portfolios and risk questionnaires to align investments with client objectives.

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

Series 63, Series 65

Matawan, NJ

Ameritas Advisory Services, LLC

Joseph Falisi is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 39 years of industry experience, including prior roles at Hornor, Townsend & Kent, LLC, and Osaic FA, Inc. In addition to his advisory work, he is a managing member at Mulberry Lane Advisors and Managing Director at Independent Financial Solutions, where he is involved in recruiting and training agents in life insurance and annuities and provides personalized Social Security claiming strategy reports. Ameritas Advisory Services, LLC delivers investment advisory and financial planning services to a broad 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 a network of Investment Adviser Representatives and a range of third-party tools and platforms.

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

Series 63, Series 66

Memphis, TN

Ameritas Advisory Services, LLC

Emanuel Castelan is a financial advisor with Ameritas Advisory Services, LLC in Memphis, TN, holding Series 63 and Series 66 credentials and six years of industry experience. His career includes positions at Ameritas Investment Company, Pinnacle Wealth Group, Eagle Strategies, and New York Life, alongside running Castelan Tax Services since 2025. 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 integrates multiple custodial platforms, supported by an Investment Committee and third-party partners to assist portfolio management.

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

Series 63, Series 66

Clarkston, MI

Ameritas Advisory Services, LLC

Jeffrey Walters is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Prior to joining Ameritas Advisory Services in 2024, he has been associated with various Ameritas entities since 2021 and has operated Walters Financial Group since 2005. Outside of finance, he is the owner and operator of Jeff Walters Photography, a portrait photography business. 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 products, using 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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Bret K

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Bret Klabunde is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. He has worked with several related firms including Investment Advisors, Inc., Insource Financial Advisors, and Ameritas Life Insurance Corp. Klabunde is also involved as an owner in Investment Advisors, Inc., offering financial products and services. 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 various managed account programs and fee-based management for 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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Bryan H

Series 63, Series 65

Wesley Chapel, FL

Ameritas Advisory Services, LLC

Bryan Harding is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. His prior roles include positions at Investment Distributors Inc, Protective Life Insurance Company, and Prudential among others. 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, fee-based management of variable annuities and universal life subaccounts, and uses comprehensive risk assessment and portfolio oversight supported by in-house and third-party resources.

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

Series 66

Fresno, CA

Ameritas Advisory Services, LLC

Christopher Hill is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Capstone Financial Group. He is also licensed as an Independent Insurance Agent and involved in the sale of fixed insurance products, including fixed index 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 variable universal life subaccounts, supporting advisory relationships with both discretionary and non-discretionary management.

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

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Truc Nguyen is a financial advisor with Ameritas Advisory Services, LLC based in Lincoln, NE. Holding Series 63 and Series 65 licenses, Nguyen has six years of industry experience, including prior roles at Wells Fargo and GWFS Equities. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs and fee-based management of variable annuity and universal life subaccounts, 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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Scott M

Series 66, Series 63, Series 65

Folsom, CA

Ameritas Advisory Services, LLC

Scott Marcoe is a financial advisor with Ameritas Advisory Services, LLC, holding Series 66, 63, and 65 credentials and 10 years of industry experience. His prior roles include positions at Securities America Advisors and Investacorp Advisory Services Inc. Outside of financial advising, he owns Nomad Cycling Apparel and Scott Marcoe Designs, both retail and graphic design 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 variety of managed account programs and integrates multiple custodial 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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Leeanne M

Series 66

Richfield, OH

Ameritas Advisory Services, LLC

Leeanne Mccabe 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 since 2023 and has been involved with Wallstreet Money Managers, Inc. since 2014, where she also provides notary services for legal and investment documents. 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, utilizing a range of managed account programs and third-party solutions 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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Aaron H

Series 65

San Ramon, CA

Ameritas Advisory Services, LLC

Aaron Hunter is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 registration and nine years of experience in the industry. His prior roles include positions at Sterck Kulick Oneil and ownership of Hunter Tax Associates, Inc. based in San Ramon, CA. 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 insurance subaccounts, supported by multiple custodial platforms and third-party tools to align client portfolios with their objectives.

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

Series 63

Toledo, OH

Ameritas Advisory Services, LLC

Steven Decker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 18 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has concurrently operated Decker Financial Group and Creative Financial Partners since 2016. Outside of advisory work, he is an author of a book focused on information for destination retirement. 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 a combination of internal and third-party resources.

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

Series 63, Series 65

Cincinnati, OH

Ameritas Advisory Services, LLC

Anthony Butz is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Ameritas Advisory Services since 2021 and previously worked at Carillon Investments, Inc. from 2003 to 2006. Additionally, Butz is a managing partner at Premier Planning Group, LLC, where he is licensed to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers diverse managed account programs and integrates multiple custodial platforms and third-party tools to support client portfolio management.

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

San Ramon, CA

Ameritas Advisory Services, LLC

David Lucas is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has a longstanding history with Ameritas-related entities since 2006 and operates BartoLucas LLC and Barto/Lucas Insurance & Financial Services, where he partners on group insurance programs and works with specialized clients such as members of the California Judges Association. Additionally, he is involved with Guardian Comprehensive Support, providing access to advanced genomic testing and medical advocacy services. Ameritas Advisory Services, LLC offers investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm utilizes a range of managed account solutions and combines multiple custodial platforms with third-party tools, supported by a comprehensive supervisory framework and specialized variable product management programs.

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