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Bradley J
CFP®, Series 66
Pittsburgh, PA
Ameritas Advisory Services, LLC
Bradley Jurik is a CFP® professional with 13 years of industry experience, currently associated with Ameritas Advisory Services, LLC. His prior roles include positions at Waldron Private Wealth, Charles Schwab, Merrill, and PNC Wealth Management. He is also licensed as an independent insurance agent involved with insurance, annuity, and retirement plan sales. 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 and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial and execution platforms.
David D
Series 63, Series 65
Escondido, CA
Ameritas Advisory Services, LLC
David Delarosa is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been associated with Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2008 and also operates as an independent insurance agent through Martinez Agency and Martinez & Winter, focusing on fixed insurance products. Additionally, he provides retirement plan administration services through his sole proprietorship, DeLaRosa Plan Administration. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm supports its Investment Adviser Representatives with various managed account programs, third-party solutions, and a range of custodial and execution platforms.
Mark G
Series 66
Phoenixville, PA
Ameritas Advisory Services, LLC
Mark Greim is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC since 2021. He also serves as Director of Wealth Management at Premier Planning Group, Inc., where he has been involved in advisory and financial guidance since 2016. His career includes prior experience at Lincoln Investment Planning, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, retirement plans, charitable organizations, and corporations. The firm offers a variety of managed account programs and employs both discretionary and non-discretionary advisory approaches supported by a network of Investment Adviser Representatives and third-party partners.
Susan M
Series 66
Lincoln, NE
Ameritas Advisory Services, LLC
Susan Maly is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. She has 24 years of industry experience, including roles with Ameritas Investment Corp and Ameritas Life Insurance Corp. since 1999. 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, using both discretionary and non-discretionary advisory relationships supported by multiple custodial platforms and third-party tools.
Antonio O
Series 63
Lincoln, NE
Ameritas Advisory Services, LLC
Antonio Ojeda is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 31 years of industry experience. His career includes roles at Envision Wealth Network, Ameritas Wealth Advisors, and Unico Group, Inc. Since 2018, he has operated Tony Ojeda Financial Center, Inc, where he provides financial planning services and offers professional development and productivity coaching to business professionals and leaders. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a wide range of clients, including individual investors, retirement plans, and charitable organizations. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by multiple custodial platforms and a comprehensive investment committee structure.
John P
Series 63, Series 65
Homewood, AL
Ameritas Advisory Services, LLC
John Pelham is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has held roles at Ameritas entities since 2003 and leads Pelham Financial LLC and Pelham Financial Group. He also presents educational seminars and instructs CFP curriculum courses. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs, fee-based management of variable products, and utilizes multiple custodial platforms supported by an Investment Committee and third-party partners.
Josh M
Series 66
La Vista, NE
Ameritas Advisory Services, LLC
Josh Mikus is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has two years of industry experience and is also affiliated with inSource Financial Advisors, where he is involved in insurance and annuity sales. Josh's work history includes roles at Ameritas and The Experience Company, and he has been involved with the University of Nebraska-Lincoln since 2020. 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, supported by an Investment Committee and third-party partners to align portfolios with client objectives.
Luke R
Series 66
Grand Rapids, MI
Ameritas Advisory Services, LLC
Luke Roach is a financial advisor at Ameritas Advisory Services, LLC with two years of industry experience. He holds a Series 66 designation and has worked at Ameritas Advisory Services and Ameritas Investment Company since 2024. His background includes service in the United States Marine Corps from 2016 to 2024 and roles at Heitzman & Associates Inc. and Canvas Financial beginning in 2023. Ameritas Advisory Services 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 supports portfolio construction and monitoring through an Investment Committee and third-party partners.
Melissa H
Series 63, Series 65
Indiana, PA
Ameritas Advisory Services, LLC
Melissa Herman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. She has held roles at various firms, including Upstreet Financial Advisors, Ash Brokerage, and Simplicity Brokerage. Outside of financial advising, she manages Temp2Tech LLC, a staffing and recruitment 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 multiple custodial platforms and third-party tools to align investments with client objectives.
Shahid S
Series 63
Roslyn Heights, NY
Ameritas Advisory Services, LLC
Shahid Syed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 30 years of industry experience. He has worked with Ameritas and its affiliates since 2008 and is involved in several related business activities, including leadership roles in independent insurance and financial services firms. Syed also participates in strategic growth and planning initiatives with Vista Marketing Partners 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 products, supported by an Investment Committee and third-party partners, integrating multiple custodial and execution platforms.
Scott W
Series 66
Roseville, CA
Ameritas Advisory Services, LLC
Scott West is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Ameritas Investment Corp since 2017. In addition to his advisory role, he operates InFocus Financial Strategies and provides seasonal gutter cleaning and holiday light hanging services for elderly neighbors. Ameritas Advisory Services, LLC delivers 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 variable universal life subaccounts, supported by an Investment Committee and third-party partners for portfolio construction and monitoring.
Jeffrey E
Series 65, Series 63
Pensacola, FL
Ameritas Advisory Services, LLC
Jeffrey Endecott is a financial advisor with Ameritas Advisory Services, LLC who holds Series 65 and Series 63 licenses and has 13 years of industry experience. He previously worked at First Command Advisory Services and FullLife Financial Planning. Outside of finance, he is involved in firearm and ammunition manufacturing as a professional shooter and advisor with CAM- Chamber Arms Manufacturing. 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 multiple custodial platforms.
John P
Series 63, Series 65
Roseville, CA
Ameritas Advisory Services, LLC
John Pittman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes longstanding roles at Ameritas Investment Corp and Cenco Insurance Marketing Corp., where he is also licensed as an independent insurance agent specializing in fixed insurance products, estate planning, and business succession planning. He is the owner of Infocus Financial Strategies, LLC, which provides investment management and insurance services. Ameritas Advisory Services, LLC offers investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports clients through a range of managed account programs and uses third-party partners and multiple custodial platforms to deliver both discretionary and non-discretionary advisory services.
Joseph P
ChFC®, Series 63, Series 65
Halifaxx, PA
Ameritas Advisory Services, LLC
Joseph Pantozzi is a financial advisor at Ameritas Advisory Services, LLC with over 43 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His career includes roles at Ameritas Life Insurance and investment affiliates since 2006, as well as leadership at Alpha Omega Wealth, where he serves as president. Pantozzi is also licensed as an independent insurance agent focusing on fixed insurance products and is a member of the National Association of Insurance & Financial Advisors, occasionally speaking at agent training sessions. 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 advisory solutions supported by a team and third-party partners, integrating multiple custodial platforms and emphasizing risk alignment and portfolio monitoring.
Benjamin B
Series 63, Series 65
Middleburg, PA
Ameritas Advisory Services, LLC
Benjamin Burns is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 63 and Series 65 designations and having 14 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also involved with Clancy Burns Corporation and Weaver Financial Services, Inc. Burns is licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers 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 monitoring.
David B
ChFC®, Series 63
Carnegies, PA
Ameritas Advisory Services, LLC
David Beltz is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. He has worked with Ameritas and its affiliates since 2019 and previously held roles at MML Investors Services and MSI Financial Services. In addition to his advisory work, he owns Beltz Financial Group, where he markets fixed insurance products and discusses risk management needs with businesses and individuals. 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 product subaccounts, supported by an Investment Committee and third-party partners.
John B
Series 66
Mishawaka, IN
Ameritas Advisory Services, LLC
John Basham is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years and is currently involved with Verso Financial as Lead Advisor. Outside of advisory activities, Basham assists with recruiting and client referrals at Canvas Tax Services, 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, supporting both discretionary and non-discretionary advisory relationships through a network of Investment Adviser Representatives.
Regina R
Series 66
Kearney, NE
Ameritas Advisory Services, LLC
Regina Robles Marquez is a Series 66-credentialed financial advisor at Ameritas Advisory Services, LLC with three years of industry experience. She has worked in various capacities within the Ameritas family of companies since 2021 and also provides caretaking services for a family member through Medicaid. Additionally, she owns a private housekeeping business focused on indoor residential cleaning. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a wide range of clients, including individuals, retirement plans, charitable organizations, and corporations. The firm provides multiple managed account options and integrates third-party platforms to support portfolio construction and ongoing management.
Eugene B
Series 63
York, NE
Ameritas Advisory Services, LLC
Eugene Buhman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 35 years of industry experience. He has been associated with Ameritas in various capacities since 1990 and also manages G B Financial Services, LLC. Buhman is licensed as an independent insurance agent, selling fixed insurance products to individuals and small businesses. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a broad client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and supports portfolio construction and monitoring through its Investment Committee and third-party partners.
James P
Series 66
Toledo, OH
Ameritas Advisory Services, LLC
James Piazza is a financial advisor at Ameritas Advisory Services, LLC with nine years of industry experience. He holds a Series 66 designation and has been affiliated with Ameritas since 2016, including roles at Ameritas Life Insurance Corp and Ameritas Investment Corp. Outside of his work at Ameritas, Piazza owns P3C Planning LLC and operates Piazza Wealth Management, focusing on financial, investment, and retirement planning. 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 a network of Investment Adviser Representatives and multiple custodial platforms.
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