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Lauren I

Series 63, Series 65

Phoenix, AZ

Bankers Life Advisory Services, Inc.

Lauren Ireland is a financial advisor with Bankers Life Advisory Services, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and four years of industry experience. Her work history includes roles at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., and prior experience outside the financial sector. She is also the owner of Lauren Ireland Insurance LLC, an S Corp focused on insurance services. 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 asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Eugene B

Series 66

Chesterfield, MO

Bankers Life Advisory Services, Inc.

Eugene Brucker III is a financial advisor at Bankers Life Advisory Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and has been with Bankers Life and its affiliated entities in various roles since 2016. Outside of advising, he serves as a unit field trainer for Bankers Life & Casualty, recruiting and training insurance agents, and he holds leadership positions as Vice President in local business networking organizations focused on professional referrals. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals through discretionary portfolio management and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals, offering both wrap and non-wrap programs with access to a range of securities.

Wealth management Retired
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Bruce G

ChFC®, Series 63, Series 66

Warminster, PA

Bankers Life Advisory Services, Inc.

Bruce Glider is a ChFC® credentialed financial advisor with 27 years of industry experience, currently with Bankers Life Advisory Services, Inc. He has been associated with Bankers Life and its affiliates since 2009. Outside of his advisory work, he teaches courses for The American College unrelated to securities. 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 portfolio management to clients’ goals and risk tolerances.

Wealth management Retired
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Caleb H

Series 66

Chatanooga, TN

Bankers Life Advisory Services, Inc.

Caleb Hodnett is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to his current role, he has worked at affiliated entities including Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. He also serves as a Unit Field Trainer at Bankers Life & Casualty, where he recruits and trains insurance agents. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management based on clients’ goals and risk tolerances.

Wealth management Retired
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Robin F

Series 63, Series 65

Bridgeport, WV

Bankers Life Advisory Services, Inc.

Robin Faris is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and with 17 years of industry experience. Faris has been with Bankers Life Advisory Services since 2017 and has also worked with Bankers Life Securities, Inc. and Bankers Life and Casualty since 2004. Outside of advisory work, Faris serves as Capital Campaign Chair for the documentary film "Impossible Town" and owns a horse boarding business in West Virginia. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Lucas W

Series 63, Series 65

Vancouver, WA

Bankers Life Advisory Services, Inc.

Lucas Weigang is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and six years of industry experience. His career includes roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he also works as an insurance sales representative and unit field trainer. 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 uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities, emphasizing customized strategies aligned with clients’ goals and risk tolerances.

Wealth management Retired
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John B

Series 63, Series 65

Erie, PA

Bankers Life Advisory Services, Inc.

John Bamberger is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with Bankers Life Advisory Services since 2016 and has also worked with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. His outside activities include work as an insurance agent focusing on fixed insurance and annuity products. 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 services. The firm employs fundamental, technical, and cyclical analysis to tailor asset allocations and provides both wrap and non-wrap programs with a range of investment options.

Wealth management Retired
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Pete P

Series 66

Winchester, VA

Bankers Life Advisory Services, Inc.

Pete Pendleton is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles in the transportation, staffing, and service industries. 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 integrates fundamental, technical, and cyclical analysis to create tailored asset allocations aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Marc M

Series 63, Series 65

Denver, CO

Bankers Life Advisory Services, Inc.

Marc Macaluso is a financial advisor with Bankers Life Advisory Services, Inc. in Denver, CO, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Bankers Life Advisory Services since 2017 and also serves as an insurance agent for Bankers Life & Casualty, specializing in Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves 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 tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Eugene T

Series 63

Hauppauge, NY

Bankers Life Advisory Services, Inc.

Eugene Tournour is a financial advisor with Bankers Life Advisory Services, Inc. holding a Series 63 license and bringing 36 years of industry experience. His prior roles include six years with Princor Financial Services Corporation and Principal Life Insurance Company. He is also appointed as a 1099 agent for Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios across various securities.

Wealth management Retired
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Gretchen W

CFP®, Series 63

Parsippany, NJ

Bankers Life Advisory Services, Inc.

Gretchen Walz is a financial advisor with Bankers Life Advisory Services, Inc., holding CFP® and Series 63 credentials and bringing 18 years of industry experience. She has worked with Bankers Life and its related entities since 2005, including roles at Bankers Life Advisory Services and Bankers Life Securities. In addition to her advisory work, she is also an insurance agent with Bankers Life & Casualty. 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 tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Laura S

Series 66

Fort Wayne, IN

Bankers Life Advisory Services, Inc.

Laura Scheppele is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has five years of industry experience. Prior to her current role, she worked at LPL Financial LLC, Cadaret, Grant & Co., Inc., Lincoln Financial Network, and Ameriprise Financial Services, LLC. 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 uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to client goals, risk tolerance, and time horizons.

Wealth management Retired
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Kenneth P

Series 66

North Platte, NE

Bankers Life Advisory Services, Inc.

Kenneth Patterson Jr. is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has 13 years of industry experience. Kenneth has been with Bankers Life Advisory Services and its affiliated entities since 2016 and has worked in insurance sales and management at Bankers Life and Casualty since 2006. In addition to his advisory role, he serves as an insurance agent and unit sales manager, training and managing insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that 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 and portfolio management strategies to clients’ goals, risk tolerances, and time horizons.

Wealth management Retired
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Jermaine G

Series 66

Atlanta, GA

Bankers Life Advisory Services, Inc.

Jermaine Gonsalves is a financial advisor with Bankers Life Advisory Services, Inc. based in Atlanta, GA. He holds a Series 66 designation and has five years of industry experience. Prior to his advisory role, he has been with Bankers Life & Casualty Co. since 2004, where he manages a team of agents focusing on hiring and training and is involved in insurance sales including Medicare Supplement and annuity products. 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 employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Wealth management Retired
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Rita P

Series 66

Brentwood, TN

Bankers Life Advisory Services, Inc.

Rita Pollard is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 license and with four years of industry experience. She has worked in various roles at Bankers Life entities since 2020 and manages a team of agents focused on retirement insurance planning, including Medicare Supplement and annuity products. Prior to her current role, she had positions in diverse fields including nonprofit work and retail. 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 a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across multiple security types, often integrating affiliated broker-dealer and insurance services.

Wealth management Retired
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Richele M

Series 66

Erie, PA

Bankers Life Advisory Services, Inc.

Richele Miller is a financial advisor with Bankers Life Advisory Services, Inc. and holds a Series 66 designation. She has eight years of industry experience, including roles at Bankers Life Securities since 2018 and Bankers Life & Casualty since 2016. In addition to her advisory duties, she manages a team of agents and is involved in hiring and training within the insurance sales sector. 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 combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management to client goals and risk profiles.

Wealth management Retired
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Michael C

CFP®, Series 63, Series 66

Buford, GA

Bankers Life Advisory Services, Inc.

Michael Collins is a CFP® professional with 17 years of industry experience, currently serving at Bankers Life Advisory Services, Inc. since 2016. His background includes work with affiliated entities such as Bankers Life Securities and Bankers Life & Casualty. He also works as an insurance agent and utilizes life insurance products for legacy planning with high-net-worth clients. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and offers both wrap and non-wrap investment programs.

Wealth management Retired
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Austin H

Series 66

Denver, CO

Bankers Life Advisory Services, Inc.

Austin Hamlett is a financial advisor with Bankers Life Advisory Services, Inc. in Denver, CO, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. 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 portfolios aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Alonte W

Series 63, Series 65

Grand Rapids, MI

Bankers Life Advisory Services, Inc.

Alonte White Davis is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Bankers Life Securities, Inc. since 2018 and at Bankers Life & Casualty, Inc. since 2016, where he also serves as a Unit Field Trainer recruiting and training insurance agents. Additionally, he is Treasurer of the Vantage Point Association, managing condo association funds and related administrative responsibilities. 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 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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August F

Series 63, Series 65

Bridgewater, NJ

Bankers Life Advisory Services, Inc.

August Ferretti is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with Bankers Life Advisory Services since 2018 and also serves as an insurance agent and unit sales manager with Bankers Life & Casualty since 2002. Outside of his advisory role, he owns and operates an LLC managing a vacation rental property in Kitty Hawk, North Carolina, which offers rental services through the website obxluxuryrentals.com. 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 combines fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients' goals and risk tolerances.

Wealth management Retired
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