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Emily M
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Emily Maxwell is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. She has worked with Ameritas entities since 2015, including Ameritas Life Insurance Corp and Ameritas Investment Company, 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 product subaccounts, supported by comprehensive portfolio construction and monitoring through internal and third-party resources.
Michael S
Series 63, Series 65
Fairfax, VA
Ameritas Advisory Services, LLC
Michael Stone is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His career includes roles at UBS Financial Services and longstanding positions with Ameritas and related entities. Stone is also president of Incisive Financial Group and involved in selling fixed insurance products and retirement plans through Business Benefits Group Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse clientele including individual investors, retirement plans, charitable organizations, and corporations. The firm offers a variety of managed account programs and integrates multiple custodial platforms, supported by an Investment Committee and third-party partners to assist with portfolio construction and management.
Daniel O
Series 63
Whitesboro, NY
Ameritas Advisory Services, LLC
Daniel Orcutt is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 38 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also affiliated with United Professional Advisors and Ameritas Investment Corp, among other Ameritas-related entities. In addition to his advisory work, Orcutt serves as president of DCO Insurance Agency Inc, an independent insurance agency specializing in fixed insurance products and group benefits. Ameritas Advisory Services 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 variable universal life subaccounts, using risk questionnaires, model portfolios, and third-party resources to support portfolio construction and ongoing management.
Aaron R
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Aaron Roberts is a financial advisor at Ameritas Advisory Services, LLC with four years of industry experience. He holds the Series 66 designation and has worked at several firms including Cetera Advisor Networks and Securities America Inc. Outside of finance, Roberts owns and operates Great Tux, a business offering tuxedo rentals, DJ services, and wedding officiant services. 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 utilizes multiple custodial platforms and third-party tools to support portfolio construction and account management.
Jackson M
Series 66
Sudbury, MA
Ameritas Advisory Services, LLC
Jackson Martin is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential. Although new to the industry, with less than one year of experience, he has held various roles across education, hospitality, and retail sectors, including positions at Loyola University Maryland and Red Bull. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a broad client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers diverse 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 partners.
Franklin M
Series 63, Series 65
Peoria, IL
Ameritas Advisory Services, LLC
Franklin Mooney is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has held leadership roles in several related entities, including Insurance Services, Incorporated, where he serves as President and CEO, focusing on fixed insurance products and consulting for estate and business planning. 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 and tools.
Isaac M
Series 63
Worthington, OH
Ameritas Advisory Services, LLC
Isaac Meyers is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 63 designation. He has 10 years of industry experience, including roles at Ameritas Life Insurance Corp, Ameritas Investment Corp, and Fifth Third Bank. Meyers is also involved with Central Ohio Financial Management Group, an independent planning group. 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, utilizing a network of Investment Adviser Representatives supported by an Investment Committee and third-party partners.
Joseph D
Series 63
Toledo, OH
Ameritas Advisory Services, LLC
Joseph Decker is a financial advisor with Ameritas Advisory Services, LLC in Toledo, OH, holding a Series 63 designation and 18 years of industry experience. He has been with Ameritas Advisory Services since 2021 and is also involved with Decker Financial Group and Creative Financial Partners, where he engages in prospecting and sales of fixed insurance and fixed annuities. Ameritas Advisory Services 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 both discretionary and non-discretionary advisory relationships.
Michael A
Series 66
Folsom, CA
Ameritas Advisory Services, LLC
Michael Arthurs is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. His prior work includes four years at Waddell & Reed and ongoing roles with Capstone Financial Group and Ameritas entities since 2014. Arthurs is also active in insurance product sales for individuals and businesses through Capstone Financial Group. 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 of variable annuity and variable universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and monitoring.
Gerald S
Series 63, Series 65
Overland Park, KS
Ameritas Advisory Services, LLC
Gerald Starbuck is a financial advisor with Ameritas Advisory Services, LLC who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked in various capacities, including his ongoing roles at Ameritas Life Insurance Corp and Ameritas Investment Corp, as well as operating his own accounting and tax service firms. Starbuck is also a licensed independent insurance agent and provides accounting and tax services through his CPA practices. 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 utilizes a range of managed account programs and integrates multiple custodial platforms, supported by third-party tools and an Investment Committee to align portfolios with client objectives.
Seth E
Series 66
Trussville, AL
Ameritas Advisory Services, LLC
Seth Edgil is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and having 10 years of industry experience. He previously worked at Equitable Advisors and AXA Advisors, LLC. In addition to his advisory role, he is a licensed Independent Insurance Agent and manages an LLC formed to oversee inherited family property. 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 utilizes multiple custodial platforms and third-party tools to support portfolio construction and monitoring.
Jamison J
Series 63, Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Jamison Jones is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 63 and Series 66 designations and bringing 18 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Securities America Inc, 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 variety of managed account programs, third-party solutions, and fee-based management of variable annuity and life subaccounts, supporting advisory relationships through multiple custodial platforms and an Investment Committee.
Jared W
Series 63, Series 65
Tampa, FL
Ameritas Advisory Services, LLC
Jared Wilson is a financial advisor with Ameritas Advisory Services, LLC in Tampa, FL. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to his current role, he held positions at Ameritas Investment Company, Ameritas Life Insurance Corp., Paychex, Transamerica, Fisher Investments, and ADP. 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 an investment committee and third-party platforms.
Shawn F
ChFC®, Series 63, Series 65
Dallas, TX
Ameritas Advisory Services, LLC
Shawn Foster is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience and has been associated with multiple firms including Ameritas Investment Corp and Canvas Financial. He is also the owner of Shawn Foster Financial Group, LLC, where he manages business operations and taxes. Ameritas Advisory Services, LLC provides investment advisory and financial planning to a wide range of clients, including individuals, retirement plans, charitable organizations, and corporations. The firm offers varied managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.
Theresa O
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Theresa Ochs is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, based in Lincoln, NE. She has 26 years of industry experience and has worked at several firms, including Validus Growth Investors, Lucia Wealth Services, and Raymond J. Lucia Companies. Outside of her advisory work, she is involved in leasing farm and pasture land to local farmers and ranchers. 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 subaccounts, supported by an Investment Committee and third-party partners.
Angela K
Series 63, Series 65
Greensboro, NC
Ameritas Advisory Services, LLC
Angela Kenan is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 credentials. She has 35 years of experience in the financial industry, including roles at Ameritas Life Insurance Corp and Ameritas Investment Corp. Outside of her advisory work, she is involved with Southeast Financial Services, Inc., where she assists with client service and business operations. 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 network of Investment Adviser Representatives and multiple custodial platforms.
Susan R
Series 63, Series 65
Melville, NY
Ameritas Advisory Services, LLC
Susan Russo is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with Ameritas since 2017 across multiple affiliated entities and independently operates Susan Russo Financial, focusing on divorce financial planning as a certified divorce financial analyst. Additionally, she has experience supporting a landscape design and architecture company in an administrative role. 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 utilizes a variety of managed account programs and third-party solutions to support portfolio construction and management, with a structure that includes affiliated insurance and investment entities.
Kevin G
Series 63
Mishawaka, IN
Ameritas Advisory Services, LLC
Kevin Grunawalt is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 39 years of industry experience. He has held roles at multiple firms including Verso Insurance Partners, Canvas Tax Services, and 20/20 Capital Management. Outside of his advisory work, Grunawalt is involved in marketing and operations through his leadership roles at Verso Financial, Canvas Financial, Verso Enterprises, Inc., and Canvas Tax Services, LLC. 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 employs investment committees and third-party partners to support portfolio construction and monitoring.
James C
CFP®, ChFC®, Series 63
Boca Raton, FL
Ameritas Advisory Services, LLC
James Carbone is a CFP® and ChFC® with 33 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has previously worked with Ameritas Investment Company, Ameritas Life Insurance Corporation, Hornor Townsend & Kent Inc, and Principal Financial 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 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.
Matthew K
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Matthew Kinsella is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes tenures at Securities America Advisors, Inc. and Ameritas Investment Company, 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 variable universal life subaccounts, delivering advisory services through both discretionary and non-discretionary relationships supported by in-house and third-party resources.
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