Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Patrick P

Series 63, Series 65

Chico, CA

Ameritas Advisory Services, LLC

Patrick Pillsbury is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has worked at Ameritas Advisory Services and related Ameritas entities since 2022 and has been involved with Capstone Financial Group since 2015. Pillsbury is also president and CEO of Pillsbury Associates Insurance & Benefits, a business he has led since 1990. 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
user avatar
firm logo

Patrick F

Series 63, Series 65

Denver, CO

Ameritas Advisory Services, LLC

Patrick Forde is a financial advisor with Ameritas Advisory Services, LLC in Denver, CO, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Folio Investments, Inc., Transamerica Capital, Inc., and Portfolio Brokerage Services, Inc. He has also been affiliated with Envestnet Asset Management, Inc. during his career. 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 variable universal life subaccounts, utilizing both discretionary and non-discretionary advisory relationships 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
user avatar
firm logo

Larry W

ChFC®, Series 63

Mandeville, LA

Ameritas Advisory Services, LLC

Larry Ward is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has held roles within affiliated Ameritas entities since 1989. In addition to his advisory work, he serves as president of Advantage Network, Inc., where he is a licensed independent insurance agent specializing in 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 integrates multiple custodial and execution 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
user avatar
firm logo

Johnathan B

Series 66

Ankeny, IA

Ameritas Advisory Services, LLC

Johnathan Bartholomew is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 license and three years of industry experience. He has worked as an attorney with Goodman Keller P.C. since 2025, assisting with pre-trial motions, negotiations, and legal research. Bartholomew is also involved with Midwest Financial Solutions, LLC and Hawkeye Brokerage as a sales 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 various managed account programs and fee-based management of variable annuity and universal life subaccounts, utilizing risk questionnaires, model portfolios, and third-party tools to align investments with client objectives.

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

Chester H

Series 63, Series 65

Trinity, TX

Ameritas Advisory Services, LLC

Chester Hansen III is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameritas in various capacities since 2002, including roles at Ameritas Life Insurance Corp and Ameritas Investment Corp. 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 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 and monitoring.

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

Richard B

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Richard Berthold is a financial advisor at Ameritas Advisory Services, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Ameritas-affiliated firms since 2001, including Ameritas Investment Corp and McCarthy Holthus, LLP. 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 solutions and integrates multiple custodial platforms while supporting advisory relationships through both discretionary and non-discretionary models.

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

Thomas A

Series 63, Series 66

Massillon, OH

Ameritas Advisory Services, LLC

Thomas Albers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and over 53 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved in insurance sales and ownership through TAP Insurance Agency since 2012 and Total Asset Planning since 1985, where he serves as president. Ameritas Advisory Services 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 life subaccounts.

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

Paul T

Series 66

Deerfield Beach, FL

Ameritas Advisory Services, LLC

Paul Tunink is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at firms including VALIC Financial Advisors and Arrow Wealth, LLC. Tunink is also involved in equipment rental business activities through Arrow Equity, LLC. 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 multiple custodial platforms.

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

Park M

Series 66

Dallas, TX

Ameritas Advisory Services, LLC

Park Mc Curdy is a financial advisor with Ameritas Advisory Services, LLC based in Dallas, TX. He holds a Series 66 designation and has one year of industry experience, including prior roles at Northwestern Mutual and Baylor University. Outside of his advisory work, he assists financial advisors through his involvement with Foster Financial Group. 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 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
user avatar
firm logo

Maggie P

Series 66

Palm Coast, FL

Ameritas Advisory Services, LLC

Maggie Parker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at E*TRADE Capital Management, The Vanguard Group, Fidelity, and Edward Jones. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients, offering a range of managed account programs and fee-based management of variable annuity and variable universal life subaccounts.

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

Thomas R

Series 63, Series 65

Phoenix, AZ

Ameritas Advisory Services, LLC

Thomas Rankin is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Ameritas entities since 2003 and owns and manages Arizona Advisors, an independent insurance agency specializing in fixed insurance products. Rankin also runs Time2Buy, LLC, a business involved in the purchase and sale of horological and other resale items. Ameritas Advisory Services, LLC provides investment advisory and financial planning 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. The firm supports both discretionary and non-discretionary advisory relationships through a network of Investment Adviser Representatives and integrates multiple custodial platforms alongside third-party tools to assist portfolio construction and management.

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

Anthony B

Series 66, Series 63

Folsom, CA

Ameritas Advisory Services, LLC

Anthony Beltran is a financial advisor with Ameritas Advisory Services, LLC, holding Series 66 and Series 63 registrations and bringing 29 years of industry experience. He has worked at Ameritas and its affiliates since 2021 and previously held roles at firms including MML Investors Services, MassMutual, Park Avenue Securities, Guardian Life, and Pacific 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 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
user avatar
firm logo

David L

Series 63, Series 65

Charlotte, NC

Ameritas Advisory Services, LLC

David Lieberman is a financial advisor at Ameritas Advisory Services, LLC in Charlotte, NC, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has worked at several firms including Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, Lieberman provides life and career coaching through his separate business, Actualize You Life & Career Coaching. 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 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
user avatar
firm logo

Kate C

Series 66

Denver, CO

Ameritas Advisory Services, LLC

Kate Cihon is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 17 years of industry experience. She is also Vice President of Randy R. Kilgore & Company, a partnership formed with her father focused on employee benefit packages, personal life insurance, retirement planning, and investment strategies. Additionally, she serves as Vice President of the Kilgore Cihon Advisor Group and is President Elect of the Colorado chapter of the National Association of Insurance and Financial Advisors (NAIFA). 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, supported by an Investment Committee and third-party partners to assist in portfolio construction and monitoring.

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

Anthony D

Series 63

Melville, NY

Ameritas Advisory Services, LLC

Anthony Dipaola is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 26 years of industry experience. His career includes roles at Ameritas Life Insurance and related entities since 2008, and leadership positions as CEO of National Wealth Group and partner at FiftyFifty Wealth Management. He is also licensed as an independent insurance agent, focusing on fixed insurance products and life and disability insurance recruiting. 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 and fee-based management of variable annuity and variable universal life subaccounts, supported by internal 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
user avatar
firm logo

Dylan H

Series 66

Folsom, CA

Ameritas Advisory Services, LLC

Dylan Holy is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. He has one year of industry experience and previously worked at U.S. Bancorp and Safeway. 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 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
user avatar
firm logo

Jenning C

Series 63, Series 66

Brea, CA

Ameritas Advisory Services, LLC

Jenning Chen is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and 21 years of industry experience. Chen has worked at multiple firms including Strategic Horizon Inc., Jenstar Financial and Insurance, and Capstone Financial Group, with a career spanning roles in insurance sales and financial services. Outside of advisory work, Chen is involved in selling health and life insurance products through several affiliated insurance businesses. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs, fee-based management of variable products, and integrates multiple custodial platforms, supported by an Investment Committee and third-party partners for portfolio construction and oversight.

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

Scott P

Series 63, Series 65

Folsom, CA

Ameritas Advisory Services, LLC

Scott Planer is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 credentials. He has 19 years of industry experience and has worked with Ameritas and affiliated firms since 2018, including Capstone Financial Group where he engages in wealth planning and life insurance product 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 range of managed account programs and fee-based management of variable annuity and universal life subaccounts.

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

Christopher B

Series 66

San Ramon, CA

Ameritas Advisory Services, LLC

Christopher Benz is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. He previously worked with Ameritas Investment Company, LLC, David White & Associates, and has entrepreneurial experience with Elite Aesthetics Consulting Co. 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 third-party partners.

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

Robert M

Series 63, Series 65

Roseville, CA

Ameritas Advisory Services, LLC

Robert Mahnke is a financial advisor at Ameritas Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameritas Advisory Services since 2021, while also serving as an affiliated advisor at InFocus Financial Strategies since 2016 and maintaining a role with Cenco Insurance Marketing Corp since 2002. Mahnke is licensed as an independent insurance agent, providing fixed insurance products including life, disability, long-term care, and annuities. Ameritas Advisory Services offers investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides various managed account programs, fee-based management of variable annuity and life subaccounts, and supports 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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)