Erika Barden is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc. in Augusta, Maine. She has one year of industry experience and is also appointed as an insurance agent with Bankers Life & Casualty, Inc., where she writes 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 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 manages portfolios across various securities to align with clients’ goals and risk tolerances.

Asha Shetty is a financial advisor with Bankers Life Advisory Services, Inc. in McKinney, TX, holding Series 63 and Series 65 licenses and with six years of industry experience. She has been associated with Bankers Life Advisory Services since 2020 and also serves as an Agency Director at Bankers Life & Casualty, Inc., where she manages a team of agents specializing in Medicare Supplement, annuity, life, health, and long-term care insurance products. Additionally, she participates in a local professional networking group focused on business development and 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 and portfolio management based on clients’ goals and risk tolerances.

Roberta Schaaf is a Series 66 credentialed advisor with Bankers Life Advisory Services, Inc., where she has worked since 2024. She has over two decades of experience with Bankers Life & Casualty, Inc., primarily as an insurance agent. Outside of her advisory role, she is currently serving as the executor for her late father's estate. 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 services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Brian Engelhardt is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 63 designation and seven years of industry experience. He has been associated with various entities under Bankers Life since 2010, including Bankers Life & Casualty where he works as an insurance agent offering 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 blend of fundamental and technical analysis to manage client portfolios.

Cheryl Vinson is a Series 65 licensed advisor at Bankers Life Advisory Services, Inc. with six years of industry experience. She has been with Bankers Life since 2016. Outside of her advisory role, she serves as a trustee for an irrevocable trust and holds a secretary/treasurer position with a local business networking organization. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management as well as retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios using various securities with ongoing reviews and rebalancing.

Nolan Pattee is a financial advisor with Bankers Life Advisory Services, Inc. in Brentwood, TN, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. He has been with Bankers Life Securities, Inc. since 2016 and associated with Bankers Life & Casualty Co. since 2014, where he also serves as an Assistant Regional Director and Branch Sales Manager. Outside of advising, Pattee is involved in real estate investment, owning multiple rental properties and partnering in the rehabilitation of a 44-unit apartment complex. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to create customized portfolios aligned with client goals and risk tolerances.

Alex Didat is a financial advisor with Bankers Life Advisory Services, Inc. in Louisville, KY, holding Series 63 and Series 65 designations and two years of industry experience. He has been associated with Bankers Life Securities since 2024 and Bankers Life & Casualty since 2016. 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 manages portfolios across various securities with ongoing reviews and rebalancing.

Jonathan Mills is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with various affiliates of Bankers Life since 2008 and serves as a Unit Field Trainer, recruiting and training insurance agents in retirement planning 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 fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across multiple security types with periodic rebalancing and performance reviews.

Gunnar Gavin is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has worked in various roles within affiliated entities since 2007. Outside of advisory work, he serves as treasurer of a condominium association and is a partner in self-storage rental businesses. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with client goals and risk tolerances.

Joel Spencer is a financial advisor with Bankers Life Advisory Services, Inc. in Jacksonville, FL, holding Series 65 and Series 63 credentials and eight years of industry experience. He has worked with Bankers Life Advisory Services since 2023 and has additional experience at Bankers Life Securities, Inc., Joel Spencer Inc., and Bankers Life & Casualty, Inc., where he also serves as a unit field trainer recruiting and training insurance agents. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and manages portfolios with periodic rebalancing and performance reviews.

Evan Ha is a financial advisor at Bankers Life Advisory Services, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked in various roles within Bankers Life and its affiliated entities since 2007. In addition to his advisory work, he is a licensed insurance agent authorized to sell Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, providing discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized investment strategies aligned with clients’ goals and risk tolerances.

Ramona Plant is a financial advisor with Bankers Life Advisory Services, Inc., holding the Series 66 designation and beginning her advisory career in 2026. Her background includes nearly two decades at GlaxoSmithKline and ongoing roles at Capone's and the Borough of Phoenixville. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, retirement plan consulting, and a combination of fundamental, technical, and cyclical analysis to tailor asset allocations. The firm operates under CNO Financial Group and integrates services across affiliated broker-dealer and insurance businesses.

Yennie Chu is a financial advisor with Bankers Life Advisory Services, Inc. and holds a Series 66 designation. She has been with the Bankers Life group since 2024, including experience at Bankers Life Advisory and affiliated entities. Prior to joining the financial services industry, she worked at Stoney River Steakhouse & Grill for five years. Bankers Life Advisory Services, Inc. is an SEC-registered adviser serving mass-affluent and high-net-worth individuals with 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 portfolio management aligned with clients’ goals and risk tolerances.

Darshankumar Patel is a Series 65 licensed advisor with Bankers Life Advisory Services, Inc., based in Atlanta, GA, where he has worked since 2015. He has 11 years of industry experience and serves as a Unit Supervisor, managing and training a team of agents focused on Medicare-related insurance products and annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in their investment approach.

Adam Clayton is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 66 and Series 65 licenses and seven years of industry experience. He has been with Bankers Life since 2009, serving in a supervisory role managing a team of agents and overseeing hiring and training. His responsibilities include offering health, life, and fixed insurance products, as well as Medicare Supplement, annuity, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that 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.

Frederick Childs is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he spent six years at Huntington University. In addition to advisory work, Childs is an insurance agent with Bankers Life & Casualty, where he evaluates clients’ health, Medicare, and life insurance needs. 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 customized asset allocations aligned with clients’ goals and risk tolerances.

Michael Mc Gibbon is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc., based in Waltham, MA. He has six years of industry experience and has been associated with Bankers Life Securities, Inc. and Bankers Life Insurance Co. since 2013. 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 consulting services, primarily focusing on individual clients and retirement plan participants.

Charles Kaufmann is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been with the firm since 2026. His prior experience includes roles at Bella Via Restaurant and Meadows Golf Course. 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 employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Amanda Burke is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has four years of industry experience. Prior to joining the advisory team, she worked in various roles within Bankers Life and Bankers Life Securities since 2018. Outside of her advisory work, Burke operates an Etsy shop where she sells self-made art projects. 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’ goals and risk tolerances.

John Stakem Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 licenses and having six years of industry experience. His career includes roles at Bankers Life and its affiliates since 2013, where he also works as an insurance agent specializing in 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 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 ongoing portfolio management aligned with clients’ goals and risk tolerances.