Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)