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Mark H

Toledo, OH

Ameritas Advisory Services, LLC

Mark Holzemer is a financial advisor with Ameritas Advisory Services, LLC, with 32 years of industry experience. He has held roles at Ameritas Investment Corp, Creative Financial Partners, HRS Wealth Solutions, and Voya Financial Advisors, Inc. Holzemer is also involved as co-owner of CH Benefits and owner of ML Holzemer Ltd, which manages payroll for commissions. 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 a range of managed account programs, fee-based management of variable products, and uses multiple custodial and third-party platforms 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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Jonathan F

Series 63

Oyster Bay, NY

Ameritas Advisory Services, LLC

Jonathan Freed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 45 years of industry experience. He has been associated with multiple Ameritas entities since 2018 and has managed his own firm, Freed Management Group Inc., since 1994. Outside of advisory services, Freed is involved in commercial real estate management as a limited partner consultant with ABHC Property Group 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 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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Phillip P

Series 63

Palmyra, PA

Ameritas Advisory Services, LLC

Phillip Palanzo is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 39 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has a long tenure with affiliated firms including Ameritas Life Insurance Corp and Ameritas Investment Corp dating back to 1997. He is also the owner of Palanzo Financial Services, Inc., a business through which he sells fixed life insurance and annuity 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 both discretionary and non-discretionary advisory relationships supported by model portfolios, risk questionnaires, and third-party partners 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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Cory B

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Cory Boyer is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked with Ameritas Investment Corp since 2012 and serves in various roles including Field Supervising Principal at Ameritas Wealth Advisors. Outside of his advisory work, Boyer owns and operates B&P Authentic Thai LLC, a Thai restaurant, and manages an online collectible card resale 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 range of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by various 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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John M

Series 63, Series 65

Summerfield, NC

Ameritas Advisory Services, LLC

John Mazza is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and 11 years of industry experience. He currently serves at Ameritas Advisory Services and Summerfield Wealth Advisors LLC and has prior experience with Ameritas Investment Corp and Southeast Financial Services. Outside of his advisory work, Mazza is involved in film production as an executive producer and actor, and he serves as treasurer for Bsides Triad, a community-driven information security 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 a variety of managed account programs and combines multiple custodial platforms with third-party tools to support 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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Stephen D

Series 63

Cincinnati, OH

Ameritas Advisory Services, LLC

Stephen Dennis is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 license and over 43 years of industry experience. He has been affiliated with Ameritas Life Insurance Corp. since 1982, Ameritas Investment Corp. since 2006, and Ameritas Advisory Services since 2021. His prior business activities include being a licensed independent insurance agent for fixed insurance products. 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 variable universal life subaccounts, supported by a comprehensive 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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Eric B

Series 66

Leawood, KS

Ameritas Advisory Services, LLC

Eric Bowen is a financial advisor at Ameritas Advisory Services, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Cetera, Prosperity Network of Advisors LLC, and TD Ameritrade. 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 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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Andrew D

Series 66

Brownstown, PA

Ameritas Advisory Services, LLC

Andrew Dover is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has nine years of industry experience, including roles at Ameritas Investment Corp, Ameritas Life Insurance Corp, and Weaver Financial Inc. Outside of his advisory work, he serves as a corporate secretary and provides office support duties at Weaver Financial Inc. 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 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 B

Series 66

Toledo, OH

Ameritas Advisory Services, LLC

Michael Brandon is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. His prior experience includes roles at Thrivent Financial for Lutherans, U.S. Bancorp Investments, Cetera Advisors, and Brandon Wealth Management. Outside of his advisory duties, he has been involved in a live music performance endeavor. 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 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 H

Series 63, Series 65

St Johns, FL

Ameritas Advisory Services, LLC

Joseph Hubbard is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been affiliated with Ameritas Advisory Services since 2021 and operates Hubbard Financial Planners and Hubbard Planning Group Inc., where he serves as president. Hubbard 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 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, 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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Michael H

Series 63, Series 65

Folsom, CA

Ameritas Advisory Services, LLC

Michael Hoffman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with firms including Centaurus Financial and Farmers Financial Solutions and operates his own business, MCH Financial and Insurance Services, which focuses on group medical, dental, vision insurance plans, fixed life insurance policies, and annuities. 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 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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Jason W

Series 63, Series 65

Tulsa, OK

Ameritas Advisory Services, LLC

Jason Ward is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has held roles at several firms including Midtown Wealth Management, CONCIERGE FINANCIAL CONSULTANTS, and Securian Financial Services. Outside of his advisory work, Ward is a licensed real estate agent with Chinowth and Cohen Realtors and occasionally assists with real estate activities. 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 managed account programs, fee-based management of variable annuity and universal life subaccounts, and leverages multiple custodial platforms supported by an in-house 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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Bradley F

Series 63, Series 65

St. Louis Park, MN

Ameritas Advisory Services, LLC

Bradley Frane is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Ameritas and its affiliates since 2014 and is also president of Midwest Secure Retirement, where he recruits, trains, and supervises a team of financial advisors. 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 products, supported by investment committees and third-party partners to align client portfolios with their objectives.

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

Series 63, Series 65

Ames, IA

Ameritas Advisory Services, LLC

Darren Gauck is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with various Ameritas entities since 2002 and owns Midwest Financial, where he sells fixed insurance products including equity-indexed annuities. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs, fee-based management of variable products, and 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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Wanda C

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Wanda Caffrey is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and having 28 years of industry experience. She has been affiliated with Ameritas-related entities since 2002 and is also the owner of Polaris Financial Services. Additionally, Wanda has been an independent Mary Kay beauty consultant since 2001. 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 combines proprietary and third-party resources 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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Curtis H

Series 63, Series 65

Omaha, NE

Ameritas Advisory Services, LLC

Curtis Harrington is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and also maintains roles at Ameritas Life Insurance Corp. and Central Financial Services, where he is engaged in life insurance sales as a licensed 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, ongoing consulting, and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners 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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Michael A

Series 63, Series 65

Sudbury, MA

Ameritas Advisory Services, LLC

Michael Archambault is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including roles at Ameritas Life Insurance and ARCH Wealth Management LLC. In addition to his advisory work, he serves as president of Boston 128 Companies and Millbrook II Condo Trust Association. 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 solutions 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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Ryan M

CFP®, Series 63

Boca Raton, FL

Ameritas Advisory Services, LLC

Ryan Malfitano is a CFP® professional with 16 years of industry experience, currently serving with Ameritas Advisory Services, LLC. His background includes work with Ameritas Life Insurance Corp and Lawless, Edwards & Warren, where he also acts as an independent insurance agent focused on fixed insurance products and financial planning. He is based in Boca Raton, FL. 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, supporting both discretionary and non-discretionary advisory relationships through a network of Investment Adviser Representatives.

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

Series 63

Bellaire, TX

Ameritas Advisory Services, LLC

William Poindexter is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 32 years of industry experience. His career includes roles at Ameritas Life Insurance Corp and Ameritas Investment Corp, as well as independent insurance agencies specializing in fixed insurance products and disability insurance for physicians. Poindexter has operated his own financial services ventures since 1992. 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.

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

Series 63

Beaufort, SC

Ameritas Advisory Services, LLC

Daniel Deverna is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 26 years of industry experience. He has been involved with several related firms, including DeVerna & Co. Financial LLC and DeVerna & Co. Financial Corp, which he founded. Outside of his advisory work, he is an author of a retirement planning book aimed at union workers and engages in public speaking for training and motivation. 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 integrates multiple custodial platforms while employing risk-aligned portfolio management 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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