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Kara K
Series 66
Seward, NE
Ameritas Advisory Services, LLC
Kara Kenny is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. She has worked at affiliated Ameritas firms since 2008, including Ameritas Life Insurance Corp. and Ameritas Investment Company, LLC. 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 multiple custodial platforms and third-party tools.
Christopher C
Series 66
Fremont, NE
Ameritas Advisory Services, LLC
Christopher Coffman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Edward Jones, Wells Fargo Advisors, TD Ameritrade, and multiple Ameritas affiliates. He also operates InSOURCE Financial Advisors, providing insurance and financial services. Ameritas Advisory Services, LLC delivers 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 comprehensive platform and third-party resources.
Bobbi W
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Bobbi Wiggins Short is a Series 66 licensed advisor with Ameritas Advisory Services, LLC and has 24 years of industry experience. She has worked with Ameritas Investment Corp since 2001 and previously with Abbott Shoemaker Financial, LLC. Outside of her advisory role, she is involved with the Sesostris Shrine Social Hall, where she assists in fundraising for medical expenses for sick children. 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 insurance subaccounts, supported by an Investment Committee and third-party partners.
Cameron F
Series 66
Cedar Park, TX
Ameritas Advisory Services, LLC
Cameron Filbrandt is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Alamo Structural Steel and Nebraska Bank of Commerce. He operates a self-founded entity, O'Keefe Group/Solutions, alongside his advisory work. 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 internal and third-party portfolio resources.
Patrick F
Series 63
Carmel, IN
Ameritas Advisory Services, LLC
Patrick Fitzgerald is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 35 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding ties with Ameritas Life Insurance, Ameritas Investment Corp, and National Financial Group, where he serves as president. 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 leverages multiple custodial platforms and third-party tools to support portfolio construction, monitoring, and trading.
Bryan H
Series 63, Series 65
La Vista, NE
Ameritas Advisory Services, LLC
Bryan Holen is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and over 26 years of experience in the industry. His career includes roles at Ameritas-related firms and Principal Life Insurance Company, as well as leadership of his own insurance sales business. He serves on the board of the NAIFA National PAC, contributing to the oversight of this political action committee. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers various managed account programs and fee-based management of variable annuity and life insurance subaccounts, with advisory relationships delivered on both discretionary and non-discretionary bases.
Justin D
Series 66
Sudbury, MA
Ameritas Advisory Services, LLC
Justin Desantis is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. He has worked at Ameritas Advisory Services and its affiliates since 2020 and previously at MacDonald Insurance and Financial Services. Outside of his financial career, he serves as a hockey official. 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, utilizing multiple custodial platforms and third-party tools to support portfolio construction and management.
Ethan H
Series 65, Series 63
Altamonte Spg, FL
Ameritas Advisory Services, LLC
Ethan Heard is a financial advisor at Ameritas Advisory Services, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Ameritas and its affiliates since 2019. Outside of his advisory role, he is a partner and mechanic at Iron Horse Offroad Builders, where he manages the business’s operations and social media presence. 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 integrates multiple custodial platforms, supporting both discretionary and non-discretionary advisory relationships.
Eric G
Series 63, Series 65
Melville, NY
Ameritas Advisory Services, LLC
Eric Goldberg is a financial advisor at Ameritas Advisory Services, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with firms including Pruco Securities LLC and The Prudential Insurance Company of America. Goldberg is also involved with the DiPaola Financial Group, where he is active in financial planning and insurance-related business activities. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporations. 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.
Carl B
Series 63, Series 65
New Orleans, LA
Ameritas Advisory Services, LLC
Carl Buzzeo is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Ameritas entities since 2003 and currently consults for Strategic Associates, referring clients for tax mitigation services. 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, supported by an Investment Committee and third-party partners to align portfolios with client objectives.
Michael S
Series 63, Series 65
Tulsa, OK
Ameritas Advisory Services, LLC
Michael Smith is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior experience includes roles at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and he is the owner of Abundant Life Wealth Strategies, where he is involved in insurance services and brokerage. 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, offering a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts.
Kenneth G
Series 66
Port St Lucie, FL
Ameritas Advisory Services, LLC
Kenneth Guntkowski is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include working at Arenal Advisors, Inc. and managing his own business, Marisol's Photography Inc., where he provides photography services for events such as church gatherings, weddings, and parties. 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. The firm supports its advisors with multiple managed account programs, third-party solutions, and comprehensive portfolio management across various custodial platforms.
Brenna B
Series 66
Exeter, CA
Ameritas Advisory Services, LLC
Brenna Bonillas is a financial advisor at Ameritas Advisory Services, LLC with three years of industry experience. She holds a Series 66 credential and has worked at Ameritas entities, Harvest Wealth Group, LPL Financial, and various other firms. Outside of advisory roles, she is involved with First Sierra Insurance Services, where she assists with Medicare review and applications. 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 consulting services, supporting client portfolios with internal and third-party resources.
William K
Series 66
Folsom, CA
Ameritas Advisory Services, LLC
William Kennedy is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked with multiple Ameritas entities and Capstone Financial Group since 2022, and prior to his advisory career, he was involved with AMP Printing, Inc. for nine years. 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 various managed account programs and fee-based management of variable annuity and universal life subaccounts, supporting portfolio construction with an Investment Committee and third-party partners.
Joseph G
Series 63, Series 65
Melville, NY
Ameritas Advisory Services, LLC
Joseph Gonzalez is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at multiple firms including LPL Financial and Chase Investment Services Corp., and has been associated with Ameritas and the DiPaola Financial Group since 2013. Outside of his advisory role, he serves as a senior associate at DiPaola Financial Group, focusing on life 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 a range of custodial platforms and third-party tools for portfolio construction and ongoing management.
Randy H
Series 63, Series 65
Avon, CT
Ameritas Advisory Services, LLC
Randy Herz 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 and Ameritas Investment Corp. since 2006, and has managed his own firm, Herz Financial, LLC, since 1998, where he is also a licensed independent insurance agent. 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 subaccounts, supported by an investment committee and third-party partners.
Justin E
Series 63, Series 65
Lincoln, NE
Ameritas Advisory Services, LLC
Justin Ellenbecker is an Investment Adviser Representative with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been affiliated with Ameritas entities since 2013, including Ameritas Life Insurance Corp and Ameritas Investment Corp, and currently operates under the Envision Wealth Network and Ameritas Wealth Advisors. He also serves as a Notary Public. 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, delivering advisory services through discretionary and non-discretionary relationships supported by risk assessments and a network of third-party partners.
John C
Series 66
Pittsburgh, PA
Ameritas Advisory Services, LLC
John Carberry is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC based in Pittsburgh, PA. He has 23 years of industry experience and has been with Ameritas in various roles since 2002. Outside of his advisory work, Carberry serves as a trustee for the Bethel Park Community Foundation and is an investor and group exercise instructor at a local fitness and wellness center. 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 representatives, utilizing a range of managed account programs and third-party partnerships to support portfolio construction and management.
Bradley J
Series 63, Series 65
Sioux Falls, SD
Ameritas Advisory Services, LLC
Bradley Jarabek is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. His work history includes roles at Ameritas Investment Company, Raymond James Financial Services, Security Savings Bank, LPL Financial, and Modern Woodmen of America. He is also employed by McGreevy Lawler Inc., a financial services firm. 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 an Investment Committee and third-party partners.
Morgan D
Series 65, Series 63
Perrysburg, OH
Ameritas Advisory Services, LLC
Morgan De Nutte is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Ameritas, De Nutte worked at Northwestern Mutual and several mortgage-related firms. De Nutte is also employed at Deverna & Co Financial, providing investment advising and insurance services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides 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.
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