Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Joel E
Series 66
Kansas City, MO
Ameritas Advisory Services, LLC
Joel Engle is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 22 years of industry experience. He has been with Ameritas Advisory Services since 2021, and has also worked at Ameritas Investment Corp since 2004. Outside of his financial advisory work, Engle serves as a US Army Career Counselor with the US Army Reserve, a role he has held since 2015. 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 a comprehensive platform of custodial and third-party resources.
Angela G
Series 66
La Jolla, CA
Ameritas Advisory Services, LLC
Angela Grundig is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. She has held roles at Ameritas Investment Company, LLC and Boom Planning, where she currently serves as an employee and paraplanner. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a broad client base, including individual investors, retirement plans, charitable organizations, and corporate clients, utilizing a variety of managed account programs and third-party solutions.
Rochelle S
Series 63, Series 66
Oceanside, CA
Ameritas Advisory Services, LLC
Rochelle Sanchez is a financial advisor at Ameritas Advisory Services, LLC with 14 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at US Bancorp Advisors LLC and Union Bank. Sanchez is also involved with BOOM Planning / Canvas Financial, where she provides investment advisory and planning services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a range of managed account programs and fee-based management of variable annuity and universal life subaccounts, utilizing various custodial platforms and third-party tools to align portfolios with client objectives.
Robert L
CFP®, Series 63, Series 65
Clifton, VA
Ameritas Advisory Services, LLC
Robert Lee is a CFP® professional with 34 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has held positions at Ameritas Life Insurance Corp, OneAmerica Securities, The O.N. Equity Sales Company, Ohio National, and Securities America Advisors, Inc. No notable outside activities are listed. 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 an Investment Committee and third-party partners.
Phuoc D
Series 63, Series 65
Rockville, MD
Ameritas Advisory Services, LLC
Phuoc Dang is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has longstanding roles with Acacia Financial Advisors LLC and Ameritas Life Insurance Corp. In addition to his advisory work, he serves as president of US-Asia Links, providing international business consulting on environmental and clean water initiatives, and is involved in community advisory activities related to the Asian Pacific American community. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm provides a variety of managed account programs, fee-based management of variable products, and supports portfolio construction and monitoring through internal and third-party resources.
Carl E
Series 63, Series 65
Omaha, NE
Ameritas Advisory Services, LLC
Carl Eberspacher is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 39 years of industry experience. His career includes long-term roles at Ameritas Life Insurance Corp and Ameritas Investment Company, LLC, as well as Central Financial Services, where he has been involved in fixed insurance product sales since 1987. 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 partners.
Michael B
Series 63
Canton, OH
Ameritas Advisory Services, LLC
Michael Bruin is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 38 years of industry experience. His career includes roles at Ameritas Life Insurance Company and Benefit Related Services Group Ltd, among others. Outside of advisory work, he is involved in managing real estate properties and serves as trustee of a land trust. 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 an investment committee and third-party partners.
Robert N
Series 63, Series 65
Melissa, TX
Ameritas Advisory Services, LLC
Robert Northcut is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved in the financial and insurance sectors through Ameritas Life Insurance Corp., Ameritas Investment Corp., and his own firm, Northcut Financial LLC, for over 20 years. Outside of finance, he serves as the Mayor of Melissa, Texas. 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 integrates multiple custodial platforms, supporting both discretionary and non-discretionary advisory relationships through a combination of internal resources and third-party partners.
Orlando C
Series 63, Series 66
Charlotte, NC
Ameritas Advisory Services, LLC
Orlando Cruz Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and having 25 years of industry experience. His prior roles include positions at ICMA-RC Services, PNC Investments, MSI Financial Services, MetLife Securities, and Truist Investment Services. He is based in Charlotte, NC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs and fee-based management of variable products, supported by a network of Investment Adviser Representatives and an Investment Committee that collaborates with third-party partners to construct and monitor portfolios.
Jack G
Series 65, Series 63
Phoenixville, PA
Ameritas Advisory Services, LLC
Jack Gulati III is a financial advisor at Ameritas Advisory Services, LLC with Series 63 and Series 65 designations and three years of industry experience. His prior roles include positions at New York Life and JP Morgan Chase. 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.
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.
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”)
Finding advisors...
Find a financial advisor
Based on your filters