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Sean Z
Series 66
Waverly, NE
Ameritas Advisory Services, LLC
Sean Zapp is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 14 years of industry experience. He has been with Ameritas Advisory Services since 2017, including a prior role at Securities America, Inc. from 2011 to 2017. 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, utilizing both discretionary and non-discretionary advisory models supported by multiple custodial platforms and third-party tools.
Maria F
Series 63, Series 66
Algonquin, IL
Ameritas Advisory Services, LLC
Maria Fessler is a financial advisor at Ameritas Advisory Services, LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services, MetLife Securities Inc, Wells Fargo Clearing, and Old Mutual Capital. 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 integrated custodial platforms and third-party tools.
Kathleen M
Series 66
Dallas, TX
Ameritas Advisory Services, LLC
Kathleen Marsh is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. She previously worked at MML Investors Services LLC and MassMutual Life Insurance Company for 13 years. Marsh serves as secretary of the board for The Cat Ranch Sanctuary & Community Outreach, an orphaned cat sanctuary, and is also an author with book sales on Amazon. Ameritas Advisory Services, LLC provides investment advisory and financial planning 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 annuities, using risk questionnaires and model portfolios supported by an Investment Committee and third-party partners.
Richard V
Series 63, Series 66
Carmel, IN
Ameritas Advisory Services, LLC
Richard Vanparis II is an advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been associated with several Ameritas entities since 2009. He is also president of Van Paris & Associates, Inc., where he provides tax preparation services. 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 fee-based management of variable products.
Scott R
Series 63, Series 65
Perrysburg, OH
Ameritas Advisory Services, LLC
Scott Rogers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has held roles at various firms including DeVerna & Co Financial and The Huntington Investment Company, and is also licensed as an independent insurance agent specializing in 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 managed account programs and fee-based management of variable annuity and variable universal life subaccounts, delivering advisory services through both discretionary and non-discretionary arrangements supported by an Investment Committee and third-party partners.
Herbert M
Series 65, Series 66
North Platte, NE
Ameritas Advisory Services, LLC
Herbert Messersmith is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. He has multiple ongoing roles within Ameritas entities and CFS Midwest, spanning investment advisory, financial services, and brokerage. Outside of advisory work, he is a partner in a real estate venture. 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 fee-based management of variable annuities, supported by an Investment Committee and multiple custodial platforms.
Anthony S
Series 66
Trumbull, CT
Ameritas Advisory Services, LLC
Anthony Socci is a Series 66-licensed financial advisor with 34 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has held various roles within the Ameritas organization since 2006. Additionally, he is licensed as an independent insurance agent and has been involved with Omega Financial Group since 1995, selling fixed and property & casualty 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 variable universal life subaccounts, supported by an Investment Committee and third-party partners for portfolio construction and monitoring.
Paul R
Series 63
Clarkston, MI
Ameritas Advisory Services, LLC
Paul Robak is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 28 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Ameritas Life Insurance Corp. and Ameritas Investment Corp. for 20 years. Outside of his advisory role, he coaches high school basketball at Waterford Our Lady of the Lakes High School. Ameritas Advisory Services 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 products, and integrates multiple custodial platforms supported by an Investment Committee and third-party partners.
Claudette K
CFP®, Series 63
Palo Alto, CA
Ameritas Advisory Services, LLC
Claudette Klein is a CFP®-designated financial advisor with 29 years of industry experience. She is currently with Ameritas Advisory Services, LLC and has been involved with Ameritas Investment Corp. and her own firms, Klein Financial and Claudette Klein Inc., for multiple decades. In addition to her advisory work, she is a licensed independent insurance agent and a notary public. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm offers various 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 investments with client objectives.
Larry W
Series 63, Series 65
Iowa City, IA
Ameritas Advisory Services, LLC
Larry Welder is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He is the owner of Welder Consulting Group, LLC and has held various roles in financial services firms such as Midwest Financial Solutions, LLC and Granite Financial Solutions, LLC. In addition to his advisory work, he is involved in healthcare staffing and medical consulting through Granite Healthcare Services. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and utilizes multiple custodial and execution platforms, supported by an Investment Committee and third-party partners to assist in portfolio construction and ongoing monitoring.
Kirk T
Series 63, Series 65
Boone, IA
Ameritas Advisory Services, LLC
Kirk Tokheim is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at AE Financial Services, LLC, AE Wealth Management, LLC, and Waddell & Reed Inc. Outside of finance, he has engaged in woodworking through his business, Station 4 Woodworks. 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 managed account programs, ongoing consulting, and fee-based management of variable annuity and variable universal life subaccounts, supported by a structured Investment Committee and multiple custodial platforms.
Michelle H
Series 66
Sugar Land, TX
Ameritas Advisory Services, LLC
Michelle Hannah is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. She has worked at Ameritas Advisory Services and Ameritas Investment Company since 2020 and operates Hannah Financial Solutions, her own insurance brokerage and administrative business established in 2004. Her previous experience includes a role at Community Health Choice Insurance Company in 2022. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, high-net-worth clients, 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 third-party partners for portfolio construction and monitoring.
Daniel M
Series 63
Watertown, NY
Ameritas Advisory Services, LLC
Daniel Miles is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 20 years of industry experience. His career includes roles at Ameritas and Nationwide, as well as ownership of Miles Ahead Wealth Management and Miles Ahead Financial Planning. Outside of his advisory work, he coordinates divisions for the Rochester District Soccer League and operates a travel agency specializing in group tours. Ameritas Advisory Services 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 multiple custodial platforms.
Valerie L
Series 63, Series 65
Burien, WA
Ameritas Advisory Services, LLC
Valerie Laroque is a financial advisor at Ameritas Advisory Services, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill and The Ascent Group, LLC. Laroque is also a licensed independent insurance agent selling fixed insurance products and serves as trustee for the Griffiths Family Trust. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers a variety of managed account programs and fee-based management of variable products, supported by an Investment Committee and integration with multiple custodial platforms.
Phillip V
Series 63, Series 65
Phoenix, AZ
Ameritas Advisory Services, LLC
Phillip Vetter is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has been involved with related entities such as Arizona Advisors LLC and Ameritas Life Insurance Company since the early 2000s. Outside of his advisory work, he is the owner and managing partner of Arizona Advisors LLC, which sells non-securities related products. 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 a broad platform of custodial partnerships and third-party tools.
Thomas G
CFP®, Series 63, Series 65
Chesterfield, MO
Ameritas Advisory Services, LLC
Thomas Gilliam Jr. is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC since 2021. He has held roles within Ameritas Life Insurance Corp and Ameritas Investment Corp since 2006, and has been associated with Carillon Group Inc since 1999. In addition to his advisory work, 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 a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs, uses risk questionnaires and model portfolios to align investments with client objectives, and supports portfolio construction and trading through an Investment Committee and third-party partners.
Stephen H
ChFC®, Series 63
Sonora, CA
Ameritas Advisory Services, LLC
Stephen Hoversten is a financial advisor at Ameritas Advisory Services, LLC with 15 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Ameritas in 2026, he worked at MWA Financial Services Inc. and Modern Woodmen Of America. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, nonprofit organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, with advisory relationships delivered on both discretionary and non-discretionary bases.
Julie S
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Julie Schadt is a financial advisor at Ameritas Advisory Services, LLC with 26 years of industry experience. She holds a Series 66 designation and has been with Ameritas Investment Corp since 2000, joining Ameritas Advisory Services in 2021. 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 range 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.
Arthur W
Series 65, Series 63
The Plains, VA
Ameritas Advisory Services, LLC
Arthur Washer is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 credentials and 11 years of industry experience. He has held various roles within Ameritas and affiliated firms since 2015 and serves on the Board of Supervisors for Fauquier County, Virginia. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients, offering multiple managed account programs and fee-based management of variable annuity and universal life subaccounts.
Steven D
Series 63
Melville, NY
Ameritas Advisory Services, LLC
Steven D'Andrea is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 11 years of industry experience. He has been with Ameritas Advisory Services since 2019 and has worked with affiliated Ameritas companies since 2014. Outside of his advisory role, he is involved in life, disability, and annuity insurance sales through Dipaola Financial. 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 solutions and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.
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