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Matthew K

Series 63, Series 66

San Ramon, CA

Ameritas Advisory Services, LLC

Matthew Kay is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. He has been affiliated with Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2006 and operates the advisory firm David White and Associates. Kay is also a licensed independent insurance agent specializing in fixed 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 variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supporting clients through discretionary and non-discretionary arrangements and utilizing 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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Matthew D

Series 63, Series 65, Series 66

San Ramon, CA

Ameritas Advisory Services, LLC

Matthew Dolan is a financial advisor with Ameritas Advisory Services, LLC in San Ramon, CA, holding Series 63, 65, and 66 credentials and with 28 years of industry experience. He has been affiliated with Ameritas Advisory Services since 2021 and has worked with Ameritas Life Insurance Corp., Ameritas Investment Corp., and David White & Associates for over two decades. Dolan is also licensed as an independent insurance agent to sell fixed insurance products through David White & Associates. 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 to assist with portfolio construction, monitoring, and trading.

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

Series 63, Series 65

York, NE

Ameritas Advisory Services, LLC

Benjamin Santo is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and having 10 years of industry experience. His work history includes roles at Envision Wealth Management, Benjamin Wealth Group, and Good Life Financial, among others. He is involved in insurance product sales and serves as a partner in BGS Financial Strategies LLC and owner of Benjamin Wealth Group, which provides insurance and securities solutions. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm provides a variety of managed account programs and fee-based management of variable products, supported by an Investment Committee and third-party partners, and integrates multiple custodial platforms.

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

Series 63, Series 65

Dallas, TX

Ameritas Advisory Services, LLC

Brian Russell is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Ameritas Investment Corp and Foster Financial Group since 2008 and has been associated with Canvas Financial since 2018. Outside of advisory activities, he is a limited partner providing capital to Cohula Ventures/SA Whirlwind Ventures LTD, a real estate investment entity. 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 provides a range of managed account programs and fee-based management of variable annuity and universal life subaccounts, utilizing a network of Investment Adviser Representatives supported by in-house and third-party resources.

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

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Joshua Ruhnke is a financial advisor at Ameritas Advisory Services, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at Ameritas in various capacities since 2007, including roles at Ameritas Life Insurance Corporation and Ameritas Investment Corp. He also spent two years at Principal Financial Services early in his career. 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, supporting clients through 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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Luis B

ChFC®, Series 63

Lake Placid, FL

Ameritas Advisory Services, LLC

Luis Barrionuevo is a ChFC® credentialed financial advisor with 35 years of industry experience. He is currently affiliated with Ameritas Advisory Services, LLC and its related entities, where he has worked since 2021. Prior to that, he held positions at Principal Life Insurance Co. and Principal Securities Inc. Barrionuevo is also the owner of Apex Financial Services LLC, where he manages insurance sales and oversees agent recruitment and development. 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 provides 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 platforms.

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

ChFC®, Series 63, Series 65

Chesterfield, MO

Ameritas Advisory Services, LLC

Mark Werner is a financial advisor with Ameritas Advisory Services, LLC, holding a ChFC® designation and Series 63 and Series 65 licenses, with 42 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has extensive prior experience at Cornerstone Advisors, Ameritas Life Insurance Corp, Ameritas Investment Corp, and Carillon Group Inc. Werner is also 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 various managed account programs and utilizes multiple custodial 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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Joseph B

Series 63

West Hempstead, NY

Ameritas Advisory Services, LLC

Joseph Bendrihem is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 16 years of industry experience. His prior roles include positions at Guardian Life Insurance, New York Life Insurance Company, and Park Avenue Securities. He is a managing partner of Heritage Planning Group LLC, where he is involved in managing and selling 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 various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supporting advisory relationships 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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Bartley C

ChFC®, Series 63

Evergreen, CO

Ameritas Advisory Services, LLC

Bartley Corfee is a ChFC® with 42 years of industry experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC since 2021. He has held roles at several firms including Canvas Financial and Cetera Advisors LLC, and has operated his own advisory business, Corfee & Associates, since 1993. Corfee’s background includes financial advisory, asset management, and insurance 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 variety of managed account programs and integrates multiple custodial platforms to support portfolio construction and ongoing management.

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

Series 65, Series 63

Peoria, IL

Ameritas Advisory Services, LLC

Tyler Rasmuson is an advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and having four years of industry experience. He has worked with Ameritas Investment Company, LLC since 2022 and has operated Rasmuson Financial LLC since 2020. He is also licensed as an independent insurance agent selling fixed insurance products, including life and disability insurance, through the Carillon Group. 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 multiple custodial platforms.

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

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Tanner Specht is a Series 66 licensed financial advisor with three years of industry experience. He currently works at Ameritas Advisory Services, LLC and is also associated with Union Bank and Trust. His prior experience includes roles at Thrivent Financial, LPL Financial, and Ave Wealth Management. 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 investment committees and third-party partners.

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

Series 63, Series 65

Worthington, OH

Ameritas Advisory Services, LLC

Douglas Meyers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at Carillon Investments, Inc. and long-term involvement with Ameritas Life Insurance Corp. and related entities. He is also the owner of Central Ohio Financial Management Group LLC, where he is involved in financial planning and insurance sales. 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, offering a variety of managed account programs and fee-based management of variable annuity and life insurance subaccounts.

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

PFS™

Metairie, LA

Ameritas Advisory Services, LLC

Neal Adler is a financial advisor at Ameritas Advisory Services, LLC with 26 years of industry experience. He holds the PFS™ designation and has been affiliated with Ameritas since 2008. In addition to his advisory role, he is a licensed independent insurance agent and a CPA, providing tax, accounting, and consulting services through his firms Neal K Adler, CPA, LLC and Jacobson Adler LLC. Adler also serves as treasurer for the Rotary Club of Metairie. 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 variety of managed account programs and fee-based management of variable annuity and life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and ongoing consulting.

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

ChFC®, Series 66

Altamonte Springs, FL

Ameritas Advisory Services, LLC

Anthony Perrone is a financial advisor at Ameritas Advisory Services, LLC with 33 years of industry experience. He holds the ChFC® and Series 66 designations. His career includes roles at Ameritas Life Insurance Corp, Ameritas Investment Company, and the Estate & Business Planning Group, where he is owner and president. Perrone is also an author, involved in writing and speaking engagements related to his published books. 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, with support from an investment committee and third-party partners for portfolio construction and management.

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

Series 63, Series 66

Huntington Beach, CA

Ameritas Advisory Services, LLC

Brian Kirk is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and 28 years of industry experience. He previously worked at Guardian Life Insurance Co. of America, Ohio National Financial Services, and The O. N. Equity Sales Company. Outside of his advisory role, he is licensed as an independent insurance agent selling fixed insurance products through his own business, Brian Kirk Life Insurance Sales. 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 variable universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and monitoring.

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

Series 65

Dewitt, MI

Ameritas Advisory Services, LLC

Jasmine Garn is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 designation and three years of industry experience. She has worked with Ameritas since 2023 and previously spent seven years at Castle Financial Partners, where she was involved in life and disability insurance sales alongside financial advising. 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 various managed account programs and fee-based management of variable annuity and variable 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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Verna C

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Verna Curry is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. She has worked at Ameritas Advisory Services since 2021 and has additional experience with inSource Financial Advisors and Ameritas Life Insurance. Outside of advisory roles, she is licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, 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
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Daniel S

Series 63

Omaha, NE

Ameritas Advisory Services, LLC

Daniel Scholz is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 credential and over 42 years of industry experience. He has longstanding ties to Ameritas-affiliated firms, including Ameritas Life Insurance Corp. and Ameritas Investment Corp., and has been involved with Envision Wealth Network since 1975. Scholz is also licensed as an independent insurance agent to sell fixed 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 various managed account programs and fee-based management of variable annuity and variable 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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Michael P

Series 66

Phoenixville, PA

Ameritas Advisory Services, LLC

Michael Polin is a Series 66 licensed advisor with Ameritas Advisory Services, LLC, bringing 23 years of industry experience. He has worked with Ameritas in various capacities since 2006 and has led Premier Planning Group since 2004. In addition to his advisory role, he is involved as a partner in marketing and real estate ventures related to his firm. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporations. The firm offers a variety of managed account programs and fee-based management for variable products, supported by risk-based portfolio construction and a comprehensive supervisory structure.

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

Series 66

Altamonte Springs, FL

Ameritas Advisory Services, LLC

Emma Mumpower is a financial advisor with Ameritas Advisory Services, LLC holding a Series 66 designation and one year of industry experience. Prior to joining Ameritas, she worked at Fidelity Investments and is also employed part-time with Journeys Travel Company, where she plans and books vacations remotely. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable organizations, offering various managed account programs and fee-based management of variable annuity and life subaccounts.

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