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Eugene B
Series 66
Chesterfield, MO
Bankers Life Advisory Services, Inc.
Eugene Brucker III is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and bringing 11 years of industry experience. He has been with Bankers Life and its affiliates since 2016 in various roles, including advisory and securities positions. Outside of his advisory work, he serves as a Unit Field Trainer recruiting and training insurance agents and holds leadership roles in local business networking organizations. 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 a combination of fundamental, technical, and cyclical analysis to construct tailored portfolios aligned with clients’ goals and risk tolerances.
Bruce G
ChFC®, Series 63, Series 66
Warminster, PA
Bankers Life Advisory Services, Inc.
Bruce Glider is a financial advisor with Bankers Life Advisory Services, Inc., holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including roles at Bankers Life Securities, Inc. since 2015 and Bankers Life and Casualty Co. since 2009. Outside of his advisory work, he teaches courses for the American College. 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.
Jonathan M
Series 66
Irvine, CA
Bankers Life Advisory Services, Inc.
Jonathan Moore is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Bankers Life Advisory Services, he worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., as well as Barron & Guthrie PARK. Outside of his advisory work, he serves as Treasurer on the PTA board at Killybrooke Elementary School. 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 fundamental, technical, and cyclical analysis to tailor asset allocations and provides ongoing portfolio management aligned with clients’ goals and risk tolerances.
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 four years of industry experience. Prior to his current role, he has worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Hodnett also serves as a Unit Field Trainer, recruiting and training insurance agents in Medicare supplement, life insurance, long-term care, and annuity products. 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.
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.
Lucas W
Series 65, Series 63
Vancouver, WA
Bankers Life Advisory Services, Inc.
Lucas Weigang is a financial advisor with Bankers Life Advisory Services, Inc. in Vancouver, WA, holding Series 65 and Series 63 registrations with five years of industry experience. His background includes roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., as well as earlier positions outside financial services. He is also active as an insurance sales representative and unit field trainer with Bankers Life and Casualty. 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 to create tailored portfolios aligned with client goals, risk tolerances, and time horizons.
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.
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.
Eugene T
Series 63
Hauppauge, NY
Bankers Life Advisory Services, Inc.
Eugene Tournour is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 63 designation and has 35 years of industry experience. Prior to joining Bankers Life Advisory Services in 2021, he worked at Princor Financial Services Corporation and Principal Life Insurance Company. He is also appointed as an insurance agent for Bankers Life & Casualty Company, selling 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, employing a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management. The firm operates as part of CNO Financial Group and offers both wrap and non-wrap programs through affiliated broker-dealer and insurance entities.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Brandon A
Series 66
Warwick, RI
Bankers Life Advisory Services, Inc.
Brandon Aglietti is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Ameriprise and was employed at Wind Watch Golf and Country Club for four years. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals. The firm uses a combination of fundamental, technical, and cyclical analysis to provide tailored portfolio management and investment consulting.
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