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Robert C

Series 63, Series 65

Gaithersburg, MD

Bankers Life Advisory Services, Inc.

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.

Wealth management Retired
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Jay R

Series 66, Series 63

Wichita, KS

Bankers Life Advisory Services, Inc.

Jay Rohlman is a financial advisor with Bankers Life Advisory Services, Inc. in Wichita, KS, holding Series 63 and Series 66 licenses and having five years of industry experience. He has held various roles within Bankers Life entities since 2018 and previously worked at Symmetry Financial Group. Outside of advising, he owns and operates two LLCs, including one involved in real estate rental investments. 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 create tailored portfolios aligned with clients’ goals and risk profiles.

Wealth management Retired
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James D

Series 63, Series 65

Pocatello, ID

Bankers Life Advisory Services, Inc.

James Dillistone Sr. is a financial advisor with Bankers Life Advisory Services, Inc. in Pocatello, Idaho, holding Series 63 and 65 credentials and bringing 27 years of industry experience. He has worked with affiliated Bankers Life entities since 2004 and currently serves as a branch sales manager and insurance agent. Additionally, he is the treasurer of a local homeowners association, managing its financial records and payments. 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. The firm integrates investment management with affiliated broker-dealer and insurance services.

Wealth management Retired
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Kelly H

Series 66

Waltham, MA

Bankers Life Advisory Services, Inc.

Kelly Hoehmann is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and five years of industry experience. She has worked at Bankers Life Securities since 2020 and Bankers Life and Casualty since 2018. Outside of advisory work, she serves as a Unit Field Trainer, 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, non-discretionary consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across various securities, while being part of the CNO Financial Group family.

Wealth management Retired
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Ira T

Series 66

Huntsville, AL

Bankers Life Advisory Services, Inc.

Ira Taylor is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and seven years of industry experience. He previously worked as an attorney and currently serves as a Branch Sales Manager at Bankers Life, where he manages a team and is involved in hiring and training agents. Bankers Life Advisory Services, Inc. provides investment advisory services primarily to mass-affluent and high-net-worth individuals, offering tailored portfolio management using fundamental, technical, and cyclical analysis methods. The firm supports discretionary and non-discretionary strategies across various asset classes and emphasizes periodic portfolio rebalancing and performance reviews.

Wealth management Retired
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Michael N

Series 66

West Des Moines, IA

Bankers Life Advisory Services, Inc.

Michael Nixon is a financial advisor with Bankers Life Advisory Services, Inc. and holds a Series 66 designation. He has 17 years of industry experience, including over a decade with Bankers Life Advisory Services and affiliated entities. Beyond his advisory role, he serves as a unit supervisor recruiting and training insurance agents at Bankers Life and Casualty. 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 aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Michael R

Series 66

Sarasota, FL

Bankers Life Advisory Services, Inc.

Michael Richard is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 12 years of industry experience. He has been with Bankers Life Advisory Services since 2017 and has also worked with Bankers Life Securities, Inc. and Bankers Life & Casualty since 2010. Outside of his advisory role, he serves as president of The Hillside Foundation, a nonprofit that provides scholarships and classroom support to his local community through fundraising events. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Christopher C

Series 63, Series 65

Webster, TX

Bankers Life Advisory Services, Inc.

Christopher Cooper Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has worked at Bankers Life & Casualty since 2008, where he manages a sales team of insurance agents. Bankers Life Advisory Services provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Wealth management Retired
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Stephanie G

Series 66

Scarborough, ME

Bankers Life Advisory Services, Inc.

Stephanie Greenlaw is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has two years of industry experience. Prior to her current role, she was associated with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. She also has experience managing a hotel business. 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 utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on clients’ goals and risk tolerances.

Wealth management Retired
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Jill D

Series 63, Series 65

King of Prussia, PA

Bankers Life Advisory Services, Inc.

Jill Dreibelbis is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 licenses and has three years of industry experience. Jill has worked within the Bankers Life family of companies since 2012 and is also an insurance agent providing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolios according to client goals and risk tolerances.

Wealth management Retired
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Nicholas M

Series 63, Series 65

Tulsa, OK

Bankers Life Advisory Services, Inc.

Nicholas Miller is a financial advisor with Bankers Life Advisory Services, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked with Bankers Life Securities Inc since 2016 and CNO Financial Group since 2012, and also serves as a Branch Sales Manager at Bankers Life, where he manages a team of agents and oversees hiring and training. 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, technical, and cyclical analysis.

Wealth management Retired
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Tyler A

Series 66

Salina, KS

Bankers Life Advisory Services, Inc.

Tyler Adams is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc., bringing nine years of industry experience. He has held various roles within Bankers Life entities since 2014, including managing a team of agents as a Unit Sales Manager. Adams is also a board member of Haven Academy, a hybrid school in Salina, KS. 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 blend of fundamental and technical analysis. The firm emphasizes individual client service and integrates with affiliated broker-dealer and insurance entities.

Wealth management Retired
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Scott F

Series 66

Maumee, OH

Bankers Life Advisory Services, Inc.

Scott Fisher is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and over a decade of experience with various entities within the Bankers Life group. His career includes roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty, where he has worked since 2012. 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 approach combines customized asset allocation, tax efficiency, and a blend of fundamental, technical, and cyclical analysis, with a focus on individual clients rather than corporate or charitable organizations.

Wealth management Retired
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Rita H

Series 65, Series 63

Sarasota, FL

Bankers Life Advisory Services, Inc.

Rita Hollingsworth is a financial advisor with Bankers Life Advisory Services, Inc. in Sarasota, FL. She holds Series 65 and Series 63 licenses and has six years of industry experience. Prior to her current role, she worked with RPH Consulting for three years. She is also appointed as an insurance agent with Bankers Life & Casualty, where she writes Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with portfolio management and retirement plan consulting. The firm uses fundamental, technical, and cyclical analysis methods to tailor asset allocations and manages portfolios across various securities on both discretionary and non-discretionary bases.

Wealth management Retired
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Zachary M

Series 66

Saginaw, MI

Bankers Life Advisory Services, Inc.

Zachary Maddox is a financial advisor at Bankers Life Advisory Services, Inc. with a Series 66 designation and one year of industry experience. Prior to his current role, he worked in insurance sales with Banker's Life and Casualty and has experience in the food delivery and restaurant industries. 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 blend of fundamental and technical analysis. The firm emphasizes individualized client service and integrates its advisory, brokerage, and insurance capabilities.

Wealth management Retired
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Raymond K

Series 66

Chicago, IL

Bankers Life Advisory Services, Inc.

Raymond Kelly Jr. is a financial advisor with Bankers Life Advisory Services, Inc. based in Chicago, IL, holding a Series 66 designation and 24 years of industry experience. He has worked with Bankers Life and related entities since 2018 and previously with Allianz Life Financial Services LLC and Allianz Life of North America. Outside of his advisory role, he is involved in freelance digital marketing of health and fitness products, a hobby project he manages with his children. 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 combines fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals, risk tolerances, and time horizons.

Wealth management Retired
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Danielle G

Series 63, Series 66

Lynnwood, WA

Bankers Life Advisory Services, Inc.

Danielle George is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Her prior work includes roles at Advocare and various Bankers Life entities. Outside of advisory work, she is the owner of an LLC established for business expense purposes but has no operational duties with it. 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 emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Wealth management Retired
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Christopher B

Series 65, Series 63

Evansville, IN

Bankers Life Advisory Services, Inc.

Christopher Boyd is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked with Bankers Life and its affiliated entities since 2012. Outside of his advisory role, Boyd serves as a trustee for the Sgt John Mills USMC Scholarship, which awards scholarships to students pursuing higher education. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals and risk tolerances, utilizing a range of securities in customized portfolios.

Wealth management Retired
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Nicole S

Series 66

Webster, TX

Bankers Life Advisory Services, Inc.

Nicole Stahl is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 license and bringing 11 years of industry experience. She has been affiliated with Bankers Life and its related entities since 2009. Stahl also acts as a 1099 agent for Bankers Life and Casualty Company, with appointments to offer Medicare Supplement, annuity, life insurance, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary investment consulting, as well as retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on clients’ goals, risk tolerances, and time horizons.

Wealth management Retired
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Russell D

Series 63, Series 65

Waltham, MA

Bankers Life Advisory Services, Inc.

Russell Dolan is a financial advisor with Bankers Life Advisory Services, Inc. in Waltham, MA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Bankers Life Securities, Inc. since 2016 and with Bankers Life & Casualty since 1999. Outside of his advisory work, he is an equity owner in a winery, Napa Custom Crush LLC d/b/a The Caves at Soda Canyon. 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 focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio management.

Wealth management Retired
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