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Seth H

Series 65, Series 63

Altamonte Spg, FL

Ameritas Advisory Services, LLC

Seth Heard is a financial advisor with Ameritas Advisory Services, LLC and holds Series 65 and Series 63 credentials. He has one year of industry experience and has worked with Ameritas Advisory Services, Estate & Business Planning Group, and Ameritas Investment Company. Outside of finance, he has been involved with Renaissance festivals and escape room businesses. 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 universal life subaccounts, supported by multiple custodial platforms and third-party tools.

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

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Gary Pettitt is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at Ameritas Investment Corp, Mutual of Omaha Investor Services, and Market Force, where he also participates in a national secret shopper program. 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 multiple custodial platforms and a comprehensive supervisory framework.

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

Series 66

Pittsburgh, PA

Ameritas Advisory Services, LLC

Emily Miller is a financial advisor at Ameritas Advisory Services, LLC with a Series 66 credential and one year of industry experience. Prior to her advisory role, she held positions at Beyond Meat, Inc. and Nestle USA. She is also employed by Prosperity Partners LLP dba The Advisors Group of Pittsburgh, where she assists with client service, account maintenance, and operational support. 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 through a network of Investment Adviser Representatives.

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

Series 63, Series 66

Howells, NE

Ameritas Advisory Services, LLC

Daniel Martin is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has served in various roles within Ameritas-affiliated entities since 2011 and operates Dan Martin Financial Services, which offers financial investment and insurance products. Outside of his advisory work, he is involved in purchasing tax liens and operates a fixed insurance agency through VO Enterprises 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 subaccounts, supported by a network of Investment Adviser Representatives and a combination of proprietary and third-party portfolio management tools.

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

Series 63, Series 65

Issaquah, WA

Ameritas Advisory Services, LLC

Stephen Cooke is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been associated with Ameritas and its affiliates since 2012 and has owned and operated Highlands Insurance & Retirement Solutions, LLC, since 2008. Outside of his advisory work, he was involved with the Everett 3 on 3 Basketball Tournament in 2022. 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 range of managed account programs with discretionary and non-discretionary advisory relationships, supported by its 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 L

Series 63, Series 65

Boise, ID

Ameritas Advisory Services, LLC

Scott Leavitt is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has held roles at Ameritas Advisory Services since 2021 and previously worked with Ameritas Investment Corp and Ameritas Life Insurance Corp, among others. Leavitt is also the owner and CEO of Scott Leavitt & Associates Inc., dba Gem State Advisors, where he oversees operations and supports investment adviser representatives. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, 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, using risk questionnaires, model portfolios, and third-party partners 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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Les G

Series 63, Series 65

Concord, CA

Ameritas Advisory Services, LLC

Les Garaventa Jr. is a financial advisor at Ameritas Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has a background in accounting and tax preparation through his long-standing role as president of Garaventa Accountancy Corporation. He is also a football coach at Northgate High School and manages a cattle ranching operation. 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 annuities, supporting discretionary and non-discretionary advisory relationships with robust portfolio construction and monitoring resources.

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

Series 63, Series 65

San Ramon, CA

Ameritas Advisory Services, LLC

Scott Pence is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 63 and Series 65 licenses. He has 19 years of industry experience and has been associated with Ameritas Investment Corp., Ameritas Life Insurance Corp., and David White & Associates since 2008. He is also a licensed independent insurance agent specializing in fixed insurance products. 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 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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Craig W

Morgan City, LA

Ameritas Advisory Services, LLC

Craig Walker is a financial advisor with Ameritas Advisory Services, LLC, holding 26 years of industry experience. He has held roles at Ameritas Life Insurance Corp and Ameritas Investment Corp since 2006, and is president of C&W Financial Services, Inc., where he has been active since 1988. He is also involved with INSGroup, focusing on insurance and employee benefits. 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 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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Thomas R

Cincinnati, OH

Ameritas Advisory Services, LLC

Thomas Robinett is a financial advisor with Ameritas Advisory Services, LLC, holding 36 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has worked with Ameritas Investment Corp. since 2006. In addition to his advisory role, he is licensed as an independent insurance agent, selling fixed insurance products and managing Tap Insurance Agency, Inc. 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 a network of Investment Adviser Representatives and multiple third-party partners.

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

Series 63, Series 65

Overland Park, KS

Ameritas Advisory Services, LLC

Timothy Walla is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has held various roles within the Ameritas network since 1999 and is the owner of Walla Street Wealth Management, Inc., a financial services firm. Outside of finance, he owns and manages an industrial equipment sales company, R.W. Engineering, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers managed account programs and ongoing consulting, supported by an Investment Committee and third-party partners, integrating multiple custodial and execution platforms 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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Robert M

Series 63, Series 65

LaPlace, LA

Ameritas Advisory Services, LLC

Robert Masson Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held roles at Regions Institutional Trust and Ameritas Life Insurance Corp., among others. He is also a partner in SWRJ Benefits Entity dba Netchex Benefits and serves as Director of Financial Products at Southern Medical Association Services 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 a variety of managed account solutions and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

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

Series 63, Series 65

Suffern, NY

Ameritas Advisory Services, LLC

Darien Dacosta is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Ameritas-related entities since 2006 and operates a photography business providing event services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients, utilizing a variety of managed account programs and supported by an integrated network of custodial platforms and third-party tools.

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

Series 63, Series 65

Matawan, NJ

Ameritas Advisory Services, LLC

Gregory Napolitano is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked with Ameritas and related entities since 2009 and serves as Managing Partner of Strategic Alliance Partners, where he recruits, trains, and develops fixed insurance brokers and agents. He is also president of Independent Financial Solutions, an independent insurance agency focused on fixed insurance and health 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 for variable annuities and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

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

Series 66

Homewood, AL

Ameritas Advisory Services, LLC

Jonathan Walker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Ameritas Investment Corp., Nowlin and Associates, and Ameritas Life Insurance Corp. 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. The firm offers various managed account programs and fee-based management of variable 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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Ryan B

CFP®, ChFC®, Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Ryan Beasley is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and ChFC® designations and 23 years of industry experience. He has worked at Ameritas-related firms in various capacities since 2015 and has been with Ameritas Advisory Services since 2024. His background includes roles at NEWAGE Financial, LLC, and several Ameritas affiliates. 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 multiple 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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Christine J

Perrysburg, OH

Ameritas Advisory Services, LLC

Christine Johnston is a financial advisor with Ameritas Advisory Services, LLC, holding 17 years of industry experience. She has worked with firms including DeVerna & Co Financial and Nationwide Securities, LLC. In addition to her advisory role, she is a licensed independent insurance agent selling fixed insurance products and servicing life, long-term care, and fixed annuity clients through McClure Insurance Group, LLC and Yanak Insurance Group, 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 various managed account programs, fee-based management of variable annuity and universal life subaccounts, and employs risk questionnaires and model portfolios to align client allocations with objectives.

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

Grass Valley, CA

Ameritas Advisory Services, LLC

David Laplante 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 been with Ameritas Advisory Services since 2021 and concurrently operates Laplante Insurance & Financial Services, where he sells fixed insurance products and provides new agent training. He also has roles at Capstone Financial Group and Capstone Accountancy, Inc., the latter offering tax, accounting, bookkeeping, and virtual CFO services. 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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Garrett G

Series 63, Series 66

Exeter, CA

Ameritas Advisory Services, LLC

Garrett German is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His career includes roles at Ameritas Life Insurance Company and various affiliated firms since 2006, as well as earlier experience dating back to 1999. Outside of financial advising, he owns and manages a coin-operated car wash and a 10-acre orange farm, and he serves as director of a family foundation involved in missionary work internationally. 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, with portfolio construction 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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Christopher P

Series 63, Series 65

Woodstock, GA

Ameritas Advisory Services, LLC

Christopher Phillips is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at Voya, Mutual of Omaha, and Cuna Mutual Group. Outside of finance, he is a co-owner and partner in Mosquito Shield of NW Atlanta, a residential pest suppression franchise. 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 third-party resources.

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