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Derek T

Series 66

Allen, TX

Ameritas Advisory Services, LLC

Derek True is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. He has been affiliated with Ameritas since 2011, including roles at Ameritas Investment Company, Ameritas Life Insurance Corp., and his own business, The DI Center, LLC, which focuses on fixed insurance products. Since 2024, he has served as President of the National Association of Insurance and Financial Advisors-Dallas chapter. 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 a variety of managed account programs and integrates multiple custodial platforms, with support from 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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Carol H

Series 63, Series 65

Chesterfield, MO

Ameritas Advisory Services, LLC

Carol Henrick is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and with 35 years of industry experience. She has been associated with Ameritas-related entities since 2011 and is licensed as an independent insurance agent selling fixed insurance products. Outside of her advisory work, she assists her disabled sister with transportation and daily activities. Ameritas Advisory Services 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 products, 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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Linda B

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Linda Broers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Ameritas Advisory Services since 2019 and has a lengthy tenure with related Ameritas entities dating back to 2012. Prior to her work in financial services, she spent over three decades at Avon Products, Inc. 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, and supports advisory relationships with risk-based portfolio alignment and multiple custodial platforms.

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

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Kenneth Broman is an advisor at Ameritas Advisory Services, LLC with Series 63 and 66 licenses and 30 years of industry experience. His career includes roles at Ameritas Life Insurance Corp, Ameritas Wealth Advisors, and EnVision Wealth Network. He is also an adjunct instructor at the University of Nebraska Lincoln and owns a food truck business. 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 products, 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
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Michael M

Series 63, Series 65

Pittsburgh, PA

Ameritas Advisory Services, LLC

Michael Muslin is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Life Insurance Corp, Ameritas Investment Corp., and affiliated entities since 2002. Muslin 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, supported by an Investment Committee and third-party partners to deliver both discretionary and non-discretionary advisory solutions.

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

Series 66

Columbus, NE

Ameritas Advisory Services, LLC

Dirk Bargen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked with Ameritas and its affiliates since 2008 and owns Bargen Financial. Dirk teaches basic financial planning classes through HIFE. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients, offering a variety of managed account programs supported by a robust 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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Michael M

Series 66

Toledo, OH

Ameritas Advisory Services, LLC

Michael Mccarthy is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 11 years of industry experience. He has worked at Ameritas Investment Corp since 2015 and at Ameritas Advisory Services since 2021, alongside his role at Premier Planning Group beginning in 2020. Outside of his advisory work, he serves as a wrestling coach at St. Johns Jesuit High School. 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, delivering advisory relationships on both discretionary and non-discretionary bases 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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Richard B

Series 65, Series 63

Ramsey, NJ

Ameritas Advisory Services, LLC

Richard Brown is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. Prior to joining Ameritas Advisory Services in 2021, he was involved with Yolo Marine LLC and has a longstanding association with Ameritas Life Insurance and related entities since 2008. He also operates a health insurance consulting business that assists individual clients with selecting appropriate health care plans through exchanges. 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 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
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Mark M

Series 63, Series 65

Dallas, TX

Ameritas Advisory Services, LLC

Mark Mundy is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at Ameritas Investment Corp and Equitable Advisors. Outside of financial advising, he volunteers as a country music disc jockey at KNON Radio and serves on the board of directors for Chase's Place, a school for special needs children. 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 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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James S

Series 63, Series 65

Exeter, CA

Ameritas Advisory Services, LLC

James Shaffer is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes 14 years at Allstate in various financial services roles and a long tenure with Genworth Life Insurance Company. He occasionally handles servicing for legacy insurance business outside his advisory role. 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, utilizing multiple custodial platforms and third-party tools 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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Jeffrey D

Series 63, Series 65

Union, KY

Ameritas Advisory Services, LLC

Jeffrey Dunn is a financial advisor at Ameritas Advisory Services, LLC with over 30 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes long tenure at New York Life Insurance Company and several roles at Edward Jones and other financial firms. 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 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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Jordan H

CFP®, Series 65, Series 63

Sugar Land, TX

Ameritas Advisory Services, LLC

Jordan Hannah is a CFP® certificant affiliated with Ameritas Advisory Services, LLC, with three years of industry experience. Prior to joining Ameritas, Jordan founded and operates Hannah Financial Solutions, LLC, and has worked in roles at Community Health Choice and Ameritas Investment Company, LLC. Outside of advisory work, Jordan is involved as an insurance agent selling individual health insurance. 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 annuities, supported by a network of advisers and third-party portfolio tools.

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

Series 66

Pittsburgh, PA

Ameritas Advisory Services, LLC

Eric Kearsh is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, based in Pittsburgh, PA. He has four years of industry experience and has worked with firms including Commonwealth Financial Network, LAUREL FINANCIAL GROUP, and The Huntington Investment Company. Kearsh is also engaged with CF Advisors Group as an investment firm employee. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, 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 variable universal life subaccounts, 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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Benjamin S

Series 65

Presque Isle, ME

Ameritas Advisory Services, LLC

Benjamin Shaw is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 designation and five years of industry experience. He has worked at Ameritas Advisory Services since 2021 and also serves as Chief Operating Officer at Thompson Financial Group, where he assists with management and operations. Shaw’s background includes roles at Ameritas Life Insurance Corp and StewardWell Wealth Partners. 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 integrates multiple custodial platforms while employing an Investment Committee and third-party partners to support portfolio construction and oversight.

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

CFP®, Series 66

Norwell, MA

Ameritas Advisory Services, LLC

Amy Mohan is a CFP® with 12 years of experience in financial advising. She is currently with Ameritas Advisory Services, LLC and has prior work history at Ameriprise and UBS Financial Services. Mohan is also engaged in financial planning activities through Daniel J. Galli & 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 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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Jeffrey S

Series 63, Series 65

Martinez, CA

Ameritas Advisory Services, LLC

Jeffrey Samson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Ameritas Investment Corp. and David White & Associates since 2006, and previously with Carillon Investments, Inc. from 2003 to 2006. Samson 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, utilizing multiple custodial platforms and third-party tools 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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Scott W

Series 63, Series 65

Oswego, IL

Ameritas Advisory Services, LLC

Scott Weinstein is a financial advisor at Ameritas Advisory Services, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ohio National Financial Services and Lake Michigan Benefit Associates. He 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 individuals, 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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Kelby W

Series 66

Fort Myers, FL

Ameritas Advisory Services, LLC

Kelby Wendzel is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 license and bringing 12 years of industry experience. He has worked with multiple entities including Verso Financial, Canvas Financial, and 20/20 Capital Management Inc. Outside of advisory roles, he is involved in a roofing company where he sells services and manages client relationships. 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 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
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Elisa G

Minster, OH

Ameritas Advisory Services, LLC

Elisa Goebel is a financial advisor with Ameritas Advisory Services, LLC, holding 16 years of industry experience. She has worked at several firms, including DeVerna & Co and Pear Tree Financial, where she is an owner. Ameritas Advisory Services provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm utilizes a range of managed account programs and third-party solutions to deliver 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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Kenneth C

Series 66

Silver Springs, MD

Ameritas Advisory Services, LLC

Kenneth Clarke is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been associated with Peake Financial and Ameritas Investment Corp. since 2016. Clarke is also involved with Peake Financial Group LLC, where he serves as a financial representative focusing on insurance and investment services. 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 risk-based portfolio construction and multiple custodial platforms.

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