Kristie Elstrom is a financial advisor with Bankers Life Advisory Services, Inc. in Chicago, IL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She previously worked at Harris Investor Services, Inc. for 12 years before joining Bankers Life Securities in 2019. Outside of her advisory role, she has experience as a landlord. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio management.

Shaun Foster is a financial advisor at Bankers Life Advisory Services, Inc. with four years of industry experience. He holds Series 65 and Series 63 registrations and has worked in various roles at Bankers Life and its affiliated entities since 2024. Prior to joining Bankers Life, he held positions at ADP Inc, Quasar Distributors, LLC, Horizon Investments LLC, Brighthouse Financial, Mariner Finance, and Autobell Carwash. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities with periodic rebalancing and performance reviews.

Mark Conmy is a financial advisor with Bankers Life Advisory Services, Inc. in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Bankers Life & Casualty, Bankers Life Securities, and a two-year period at Hip Bar Brands. Outside of advising, he is president and owner of a privately held subchapter S corporation used for tax purposes. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analysis methods to create tailored portfolios, offering both wrap and non-wrap programs and working with a network of affiliated insurance and mortgage-related companies.

Steven Wrubleski is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 credential and has six years of industry experience. Prior to his current advisory role, he worked at MRP Plastics for eight years. Outside of his advisory duties, he manages a team of agents and is involved in hiring and training activities within the insurance sales sector. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ risk tolerances and goals.

Mary Specht is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and four years of industry experience. Her prior work includes roles at First Financial Resource and Equity Services, Inc., as well as nine years of self-employment before joining Bankers Life in 2026. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios according to clients’ goals and risk tolerances.

Jennifer Vaughan is a financial advisor with Bankers Life Advisory Services, Inc. based in Charlotte, NC. She holds Series 66 and Series 63 licenses and has eight years of industry experience. Vaughan has worked with Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2015. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and manages portfolios across various securities with periodic rebalancing and performance reviews.

Kyle Hodnett is a financial advisor with Bankers Life Advisory Services, Inc. He holds the ChFC® designation and Series 65 and 63 licenses, with six years of industry experience. He has worked at Bankers Life Securities, Inc. since 2018 and has been an insurance agent and unit sales manager at Bankers Life & Casualty, Inc. since 2016, where he manages a team of agents and is involved in training and recruiting. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored portfolios aligned with clients' goals and risk tolerances.

Sally Hoffman is a CFP® with 16 years of industry experience, currently affiliated with Bankers Life Advisory Services, Inc. She has held roles at Bankers Life & Casualty Company since 2007 and operates Sally Hoffman LLC. In addition to her advisory work, she is a licensed insurance agent appointed with Bankers Life & Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide portfolio management.

Travis Loughridge is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 credential and five years of industry experience. He has been with Bankers Life Advisory Services since 2020 and has worked at Bankers Life & Casualty since 2015. Outside of advising, he serves as a Unit Field Trainer for Bankers Life & Casualty, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Shane Levey is a financial advisor with Bankers Life Advisory Services, Inc. in King of Prussia, PA, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Bankers Life Securities, Inc. since 2016 and has been associated with Bankers Life & Casualty Co. since 2003. Outside of his advisory role, he is involved in insurance sales and training new insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Rebecca Murzin is a financial advisor with Bankers Life Advisory Services, Inc. in Concord, NH, holding Series 65 and Series 63 licenses and four years of industry experience. She has been associated with various Bankers Life entities since 2019 and was previously owner of Fish Tails Bait and Tackle, a retail business. Additionally, she serves as a Unit Field Trainer at Bankers Life & Casualty, Inc., recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analyses to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Nolan Louis is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. He holds a Series 66 designation and has held roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of advising, he works as an insurance agent assisting clients with Medicare and related insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

Alissa Bender is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of her advisory role, she owns Bender Services LLC. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

Dale Mehl is a financial advisor with Bankers Life Advisory Services, Inc. in Denver, CO, holding a Series 66 designation and 9 years of industry experience. He has been affiliated with Bankers Life since 2005, including his role as an agent for Bankers Life and Casualty Company, where he is involved in life insurance, health insurance, and fixed annuities. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios across various securities with ongoing management aligned to clients’ goals and risk tolerances.

Susan Thomas is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining Bankers Life, she worked at Northwestern Mutual Investment Services LLC and Grant Winn. Outside of her advisory role, she is president of the board at Care Net of Missoula, a nonprofit clinic providing pregnancy support services, and owns a small publishing company, The Dramatic Pen Press, LLC. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and offers customized portfolio management with access to multiple investment products.

Jessica Thom is a financial advisor at Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has been with Bankers Life since 2023, having also worked at Shipt and Amerifirst Home Mortgage prior to her current role. Her background includes experience outside of financial advising, including ten years at Branch Gymnastics. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to create tailored asset allocations, managing investments across various securities and maintaining oversight through regular rebalancing and performance reviews.

Clara Bope is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc. She has been with Bankers Life and its affiliated entities since 2020. Her prior experience includes roles in the food and beverage industry as well as at Capital University. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios, offering both wrap and non-wrap programs and collaborating with outside managers when appropriate.

Neha Lande is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has eight years of industry experience. Her prior roles include positions at Charles Schwab and JP Morgan. In addition to her advisory work, she consults on IT services through Landersun LLC. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment approach.

Benjamin Stansfield is a financial advisor at Bankers Life Advisory Services, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked in various roles at Bankers Life and its affiliates since 2014, including sales and recruiting as a Unit Sales Manager. Outside of advising, he is the sole member and president of a real estate group focused on property acquisition and development. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with client goals and risk tolerances.

Robert Cox is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Bankers Life in 2024, he worked at Ameriprise Financial Services, Inc. for 17 years. He is also appointed as an insurance agent with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.