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Andrew B
CFP®, Series 63
Palm Beach Gardens, FL
Ameritas Advisory Services, LLC
Andrew Bluestone is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and Series 63 credentials and bringing 39 years of industry experience. He has worked with multiple Ameritas entities and has been involved with Sapphire Financial and Selective Benefit Group since the 1980s. Outside of advisory roles, Bluestone authors educational materials and conducts seminars focused on networking and business development, and he provides consulting and expert witness services related to retirement planning. 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 to support portfolio construction and ongoing management.
Curtis R
Series 66, Series 63
Frisco, TX
Ameritas Advisory Services, LLC
Curtis Reese is a financial advisor with Ameritas Advisory Services, LLC in Frisco, TX, holding Series 66 and Series 63 credentials and having 17 years of industry experience. His prior work includes roles at firms such as Fisher Investments, Exencial Wealth Advisors, and TD Ameritrade. He is also involved with Harvest Wealth Group, where he provides financial planning and advisory services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm delivers advisory relationships through a range of managed account programs supported by an Investment Committee and third-party partners, integrating multiple custodial platforms and maintaining conflict-management practices.
Tyler M
CFP®, ChFC®, Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Tyler Mainquist is a financial advisor with Ameritas Advisory Services, LLC, holding the CFP® and ChFC® designations and possessing 19 years of industry experience. His career includes roles at Envision Wealth Network, Ameritas Life Insurance Corp, Central Financial Services, Ameritas Wealth Advisors, Ameritas Investment Corp, Thrivent Investment Management, and UBS Financial Services. He is also licensed as an insurance agent and consults on fixed insurance and annuity products through multiple affiliated brokerages. 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, delivering advisory services on both discretionary and non-discretionary bases supported by a collaborative investment committee and third-party partners.
Sara M
Series 65, Series 63
Cincinnati, OH
Ameritas Advisory Services, LLC
Sara Muckenfuhs is a financial advisor at Ameritas Advisory Services, LLC with 19 years of industry experience. She holds Series 65 and Series 63 licenses and has been associated with Ameritas Life Insurance Corp. and Ameritas Investment Company, LLC since 2006. 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 annuity and universal life subaccounts, and utilizes multiple custodial platforms supported by an Investment Committee and third-party partners.
Nathanael A
Series 63
Indiana, PA
Ameritas Advisory Services, LLC
Nathanael Arthurs is a financial advisor with Ameritas Advisory Services, LLC in Indiana, PA, holding a Series 63 designation and 31 years of industry experience. He has worked at Ameritas-related firms since 1993 and has also been affiliated with Prudential Life since 2023. Outside of his advisory roles, he spent 18 years as an ATV riding instructor. 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, supported by an Investment Committee and third-party partners.
David F
Series 63, Series 65
Phoenixville, PA
Ameritas Advisory Services, LLC
David Fazzini is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with various Ameritas entities since 2006 and operates Premier Planning Group, where he is a licensed independent insurance agent selling fixed insurance products. He is also a partner in Premier Planning Partners, a marketing organization focused on collaborative strategy. 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, supports both discretionary and non-discretionary advisory relationships, and utilizes multiple custodial platforms alongside third-party tools for portfolio management.
Sage H
Series 65
Ridgeland, SC
Ameritas Advisory Services, LLC
Sage Harosia Calaci is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 license and three years of industry experience. Before joining Ameritas in 2023, Sage worked at Wegmans Food Markets and GLK Foods. In addition to advisory work, Sage is involved in business exit planning and consulting through Sage Financial Planning and acts as an insurance agent with United Professional Advisors. 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 various managed account programs and fee-based management of variable product subaccounts, supported by multiple custodial and execution platforms and third-party tools.
Christopher P
Series 63, Series 65
Silver Spring, MD
Ameritas Advisory Services, LLC
Christopher Pirtle is a financial advisor at Ameritas Advisory Services, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several Ameritas entities since 2006. Outside of advisory roles, he is CEO and Chairman of the Board at Wellcentric Health Group Inc., a healthcare provider serving the District of Columbia's managed care program, and has business interests in real estate and insurance agency management. 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 a network of Investment Adviser Representatives and multiple custodial and execution platforms.
Robert S
Series 63, Series 65
Lincoln, NE
Ameritas Advisory Services, LLC
Robert Swanson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked extensively within Ameritas and its affiliated entities since 2007 and has held roles including Executive Vice President at Central Financial Services. Swanson is also a licensed independent insurance agent, supporting and supervising other agents while working with fixed insurance products. 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 universal life subaccounts, with advisory services delivered on both discretionary and non-discretionary bases.
Dustin S
Series 66
Waverly, NE
Ameritas Advisory Services, LLC
Dustin Schlegel 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 Investment Corp since 2007 and Ameritas Advisory Services since 2021. He is 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. The firm offers a variety of managed account programs and employs both discretionary and non-discretionary advisory relationships supported by its Investment Committee and third-party partners.
John K
Series 65, Series 63
Folsom, CA
Ameritas Advisory Services, LLC
John Kehoe is a financial advisor with Ameritas Advisory Services, LLC in Folsom, California, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior experience includes a long tenure at Sei Investments Company and roles at several other financial firms. He is also involved with Capstone Financial Group, assisting in recruiting and onboarding representatives. 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, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and discretionary and non-discretionary advisory services supported by a network of Investment Adviser Representatives and third-party partners.
Marcus W
Series 65, Series 63
Lincoln, NE
Ameritas Advisory Services, LLC
Marcus Wernke is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. His work history includes roles at Ameritas Investment Corp and Ameritas Life Insurance Corp since 2015, as well as prior experience with Midwest Medical Transport Company and United Parcel Service. 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 supports portfolio construction and management through a combination of internal resources and third-party partners.
Michael W
Series 65, Series 63
The Plains, VA
Ameritas Advisory Services, LLC
Michael Washer is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and possessing 23 years of industry experience. He has worked with several related firms, including ICS Financial Group, Inc. and Group Underwriters Agency Inc., where he serves as CEO. Washer is also involved in insurance sales and agent recruitment through ICS Financial, Inc., and provides operational and financial guidance for Group Underwriters Agency Inc. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm provides a variety of managed account programs and integrates multiple custodial platforms, supporting portfolio management through its Investment Committee and third-party partners.
Joan K
Series 65
Evans, GA
Ameritas Advisory Services, LLC
Joan Kerr is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 credential and seven years of industry experience. She has been with Ameritas Advisory Services since 2021 and concurrently operates her own firm, Joan Kerr Financial Services, LLC, which she founded in 2016. In addition to her financial advisory roles, she is active in her local church, assisting with the music ministry, intercessory prayer, and senior adult activities. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse clientele, including individual investors, retirement plans, charitable organizations, and corporate clients, utilizing a variety of managed account programs and third-party solutions supported by dedicated portfolio monitoring and risk management tools.
Anthony P
Series 63, Series 65
Feasterville Trevose, PA
Ameritas Advisory Services, LLC
Anthony Pettola Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and totaling 43 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has a long history with Ameritas Life Insurance Corp and Ameritas Investment Corp, as well as running his own firms, AJ Pettola & Associates and AJ Pettola & Associates - Retirement Services, for over 30 years. Outside of advisory roles, he is involved in operating a business that sells fixed insurance products and provides retirement program design and implementation, and he is a partner in a company that markets non-insurance discount health programs. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, 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 multiple custodial platforms and third-party tools to align portfolios with client objectives.
Nicholas S
Series 65, Series 63
Dallas, TX
Ameritas Advisory Services, LLC
Nicholas Smith is a financial advisor with Ameritas Advisory Services, LLC in Dallas, TX. He holds Series 65 and Series 63 licenses and has three years of industry experience. In addition to his advisory role, he is involved in business management through Smith Aviation, LLC and real estate via Smith & Co Homes, LLC. 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 supports portfolio management through an integrated platform that includes third-party partners and multiple custodial solutions.
Wesley P
Series 63, Series 65
Trumbull, CT
Ameritas Advisory Services, LLC
Wesley Preslar is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 63 and Series 65 designations. He has 34 years of industry experience and has held roles at Ameritas Life Insurance, Ameritas Investment Corp., Omega Financial Group LLC, and operates the Wes Preslar Insurance Agency. He is licensed as an independent insurance agent specializing in fixed insurance products. 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 a range of custodial and third-party tools.
Manuel M
Series 65
Escondido, CA
Ameritas Advisory Services, LLC
Manuel Martinez is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 designation and 48 years of industry experience. He has been affiliated with Ameritas Advisory Services since 2021 and has worked at Martinez & Winter since 2007. Martinez is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning 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 multiple custodial platforms.
Jerry C
Series 63, Series 65
Charlotte, NC
Ameritas Advisory Services, LLC
Jerry Carpenter Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He is the owner and president of Carpenter Group Inc/DBA CGI Benefits, specializing in group health and dental benefits since 1987. Outside his advisory work, he manages a family-owned Loblolly pine timber farm and participates in a local investment club. 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, supported by multiple custodial platforms and third-party tools.
David F
Series 63, Series 66
Chariton, IA
Ameritas Advisory Services, LLC
David Fletcher is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has held roles at multiple Ameritas affiliates and founded FletchInvest in 2022. Outside of his advisory work, he co-owns a commercial property with his wife and participates in its maintenance. 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 solutions, supported by an Investment Committee and third-party partners, and operates within a parent-affiliate structure that includes Ameritas Life Insurance Corp.
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