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Brian H

Series 66

Copley, OH

Ameritas Advisory Services, LLC

Brian Heiss is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Ameritas Investment Corp, Private Client Services, Investment Centers of America, SII Investments, and Redbox. Heiss has been with Ameritas Advisory Services since 2021. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, 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.

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

CFP®, Series 63

New Braunfels, TX

Ameritas Advisory Services, LLC

Tobin Hoffmann is a CFP® with 39 years of industry experience, currently serving at Ameritas Advisory Services, LLC since 2021. He has a longstanding career with Ameritas Life Insurance Corp. and Ameritas Investment Corp. dating back to 2006, and has operated Hoffman Financial Services since 1979. Outside of his advisory work, he is a partner in a cattle-raising operation in Kingsbury, TX. 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 managed account programs and fee-based management of variable annuity and universal life subaccounts, utilizing multiple custodial platforms and third-party tools for portfolio construction and oversight.

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

Series 63

Worthington, OH

Ameritas Advisory Services, LLC

Daniel Singleton is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 25 years of industry experience. He has been associated with Ameritas Advisory Services since 2019 and has worked concurrently with Ameritas Life Insurance Corp., Ameritas Investment Corp., and Central Ohio Financial Management Group LLC, a financial planning and investment advisory firm he has been involved with since 2001. 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, utilizing a range of managed account programs and third-party partnerships to support portfolio construction and management.

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

Series 63, Series 65

Aledo, TX

Ameritas Advisory Services, LLC

Richard Spence is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at various Ameritas-affiliated firms since 2013 and also spent over two decades as a horse breeder and trainer. Outside of finance, Spence is involved in music performance and teaching, and he operates a construction, repair, and remodeling service. 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 annuity and universal life subaccounts, supported by a team and third-party resources for portfolio construction and monitoring.

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

Series 63, Series 66

Indianapolis, IN

Ameritas Advisory Services, LLC

Adan Diaz is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Ameritas and its affiliated entities since 2006 and is also involved in ownership and partnership roles with FRESCO Financial Advisers, LLC and Canvas Financial, where he focuses on fixed investments and insurance products. Ameritas Advisory Services 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 range of custodial platforms and third-party investment tools.

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

Series 63, Series 66

Cherry Hill, NJ

Ameritas Advisory Services, LLC

Eric Ciarelli is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at Ameritas Investment Corp. since 2003 and Financial Capital Group LLC since 2002, where he is also licensed as an independent insurance agent for 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 managed account programs, fee-based management of variable annuity and life subaccounts, and utilizes multiple platforms and third-party tools to support portfolio management and advisory services.

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

Series 63, Series 65

Oak Park, CA

Ameritas Advisory Services, LLC

Barry Newman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and totaling 39 years of industry experience. His career includes roles at Ameritas Investment Corp, Ameritas Life Insurance Corp, and StanCorp Investment Advisers, Inc. Newman is based in Oak Park, CA. 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, fee-based management of variable annuity and variable universal life subaccounts, and integrates multiple custodial platforms supported by third-party tools and a dedicated Investment Committee.

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

Series 63, Series 65

Sioux Falls, SD

Ameritas Advisory Services, LLC

John Lawler is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has held leadership and ownership roles in several related businesses, including Anderson Lawler Insurance Group and McGreevy & Associates, and served as Mayor of Tea from 2002 to 2022. Lawler is also President of NAIFA-South Dakota, an industry association focused on providing programs and growing membership. 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 multiple custodial and execution platforms.

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

Series 66

Indianapolis, IN

Ameritas Advisory Services, LLC

Bryce Mc Leish is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. He previously worked with Progressive Business Solutions and has been involved with multiple financial planning roles since 2023. Outside of advising, he is a partner in a golf simulator business and serves as an independent sports official for middle school and high school basketball and baseball. 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 various managed account programs, fee-based management of variable products, and supports both discretionary and non-discretionary advisory relationships through integrated 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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Jonathan M

Series 63

Dix Hills, NY

Ameritas Advisory Services, LLC

Jonathan Mosenson is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 12 years of industry experience. He has previously worked at firms including Hornor Townsend & Kent Inc and Penn Mutual Life Insurance. Outside of his advisory role, he is vice president of J&G Associates, an insurance services firm, and owner of JTL Wealth Management, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, retirement plans, charitable organizations, and corporations. The firm offers various managed account programs and fee-based management of variable annuity and life insurance subaccounts, using both discretionary and non-discretionary advisory approaches supported by multiple custodial platforms and investment partners.

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

Series 63, Series 65

Overland Park, KS

Ameritas Advisory Services, LLC

John Goodwin is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 credentials. He has 24 years of industry experience, including roles at Ameritas Life Insurance Corp and Ameritas Investment Corp since 2006, and has operated The Goodwin Group since 2002. 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 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
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Timothy V

ChFC®, Series 63

St Augustine, FL

Ameritas Advisory Services, LLC

Timothy Von Ebers is a ChFC® credentialed financial advisor with 36 years of industry experience. He is currently with Ameritas Advisory Services, LLC and its affiliated entities, having joined in 2022. His prior experience includes roles at The ON Equity Sales Company, Ohio National Financial Services, and Guardian Life. 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 life insurance 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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Kevin M

CFP®, Series 63

Bethlehem, PA

Ameritas Advisory Services, LLC

Kevin Mccornac is a CFP® with 32 years of industry experience currently serving at Ameritas Advisory Services, LLC since 2021. He has also been affiliated with Ameritas Investment Corp since 1997 and operates KRM Financial Services Group, where he is licensed as an independent insurance agent selling fixed insurance products. 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 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
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Robert R

Series 66

Tulsa, OK

Ameritas Advisory Services, LLC

Robert Reed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and currently based in Tulsa, OK. He has experience in wealth management and insurance roles at several related Ameritas entities, as well as Midtown Wealth Management. Outside of his advisory work, he coaches individual baseball instruction for youth. 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, supporting discretionary and non-discretionary advisory relationships through 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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David M

Series 63

Woodbury, NY

Ameritas Advisory Services, LLC

David Mosenson is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 31 years of industry experience. His prior work includes roles at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Principal Life Insurance Co. Outside of his advisory career, he is involved in life settlements through ownership of related businesses and is a partner in a multisport facility called Skate Safe. 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 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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Michael A

Series 63, Series 65

Burnsville, MN

Ameritas Advisory Services, LLC

Michael Armstrong is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including roles at Ameritas Life Insurance Corp., Ameritas Investment Corp., and Olympus Financial Advisors. Outside of his advisory work, Armstrong is a vocalist who performs at funerals and also offers AARP Medicare Advantage and Supplemental insurance plans. 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 product 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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Joseph D

ChFC®, Series 63

Evergreen, CO

Ameritas Advisory Services, LLC

Joseph Defrank is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license, with nine years of industry experience. He has held roles at Canvas Financial/Boom Planning, Corfee & Associates/Unbridled Wealth, TD Ameritrade, and Ameritas-related firms. Outside of advisory work, he is involved as a life insurance agent with Corfee & Associates/Unbridled Wealth and Canvas Financial/Boom Planning. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a broad client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm offers a variety of managed account programs and integrates multiple custodial platforms, 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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William M

Series 66

Homewood, AL

Ameritas Advisory Services, LLC

William Miller is a financial advisor at Ameritas Advisory Services, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at Ameritas Investment Company, LLC and Nowlin & Associates, along with teaching positions at Samford University and Caldwell Academy. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a wide range of clients, 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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Brenda B

Series 66

Iowa City, IA

Ameritas Advisory Services, LLC

Brenda Barthelman is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. She has 17 years of industry experience and has worked with Ameritas Investment Corp since 2008, as well as operating her own firm, Barthelman Financial Services, since 2022. In addition to her advisory work, she is involved in recruiting, training, and administrative roles at Midwest Financial Solutions, LLC and Hawkeye Brokerage Center. 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 annuity and universal life subaccounts, delivering advisory services on both discretionary and non-discretionary bases.

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

Series 65

Spokane Valley, WA

Ameritas Advisory Services, LLC

Brent Wise is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Washington Trust Bank and Numerica Credit Union. Outside of his advisory role, he is the owner of Wise Choice Planning, LLC and serves as a consultant for Spokane Valley Performing Arts (SVPAC). 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 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
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