Kevin Rogg is a financial advisor with Bankers Life Advisory Services, Inc. in Wichita, KS, holding Series 63 and Series 65 licenses with five years of industry experience. Before joining Bankers Life, he worked at The Hutchinson News for five years. Outside of advising, he serves on the Board of Directors for Dillon Credit Union and is a swim official and coach for the Hutchinson YMCA. 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.

Garrett Raabe is a financial advisor with Bankers Life Advisory Services, Inc. in Omaha, Nebraska. He holds the Series 66 designation and has been with Bankers Life since 2022, including roles in advisory and insurance services. Prior to joining Bankers Life, he worked at Securian Financial Services, Renaissance Financial Corp, Minnesota Life Insurance, and Premier Bank. Outside of advisory work, he is also an insurance agent focusing on insurance and Medicare needs. 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 portfolio decisions.

Brett Kelly is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to his current role since 2019, he worked at Foresters Financial and Foresters Advisory Services LLC from 2013 to 2019. 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.

Matthew Dellinger is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC. He holds the Series 66 designation and has experience working with Bankers Life entities since 2025. Prior to his financial services career, he served with the Navy Region Mid-Atlantic Fire Department and worked at Prime Coatings. 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.

Brian Ferguson is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Bankers Life Securities, Inc. since 2016 and ProEquities, Inc. since 2015, alongside his ongoing role at Bankers Life since 2009. In addition to his advisory work, Ferguson serves as a Unit Supervisor and insurance agent, focusing on the sale and training related to non-variable 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 emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

William Baylog is a ChFC®-designated financial advisor with 26 years of industry experience. He has worked with Bankers Life Advisory Services, Inc. since 2016 and has been involved with Bankers Life & Casualty since 1996, where he manages agents, managers, and administrators in addition to providing insurance sales and services. 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 according to clients’ goals and risk tolerances.

Storm Rummel is a financial advisor with Bankers Life Advisory Services, Inc. in Cedar Rapids, IA, holding Series 65 and 63 licenses and nine years of industry experience. He has held various roles within the Bankers Life organization since 2011, including a position as Unit Sales Manager. Outside of finance, he is the owner of a 24/7 fitness facility in Anamosa, IA. Bankers Life Advisory Services, Inc. serves 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 create tailored asset allocations aligned with clients’ goals and risk tolerances.

Kevin Morris is a Series 66-registered advisor with Bankers Life Advisory Services, Inc. in Orlando, FL, with four years of industry experience. He has worked with Bankers Life since 2012 and currently serves as a Branch Sales Manager overseeing insurance office sales staff and training. 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, technical, and cyclical analysis in its investment process.

Andrew Mc Quillan is a financial advisor with Bankers Life Advisory Services, Inc. in Roanoke, VA. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked at SCI, Inc. from 2015 to 2020. In addition to his advisory work, he serves as an insurance agent providing retirement solutions focused on health coverage, final expense planning, and retirement income. Bankers Life Advisory Services, Inc. offers discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide portfolio decisions.

Christopher Sotardi is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked with Bankers Life since 2007 and Bankers Life Securities, Inc. since 2016. In addition to his advisory role, he serves as a Unit Field Trainer at Bankers Life & Casualty, 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 consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios with a focus on clients’ goals and risk tolerances.

Matthew Mazzella is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc. in San Diego, CA, with one year of industry experience. He has worked with various Bankers Life entities since 2023 and serves as an insurance agent for Bankers Life and Casualty, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Outside of financial advising, he is the Director of Operations at Compliance Systems Management LLC, a construction safety manager staffing company. 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 ongoing portfolio management aligned with clients’ goals and risk profiles.

Wilson Williams is a financial advisor with Bankers Life Advisory Services, Inc. in Austin, TX, holding a Series 66 credential and 11 years of industry experience. He has been with Bankers Life Advisory Services and its affiliated entities since 2013. Outside of advisory work, Williams serves on the fundraising committee for White Bluff Chapel, a Christian church, supporting their building expansion campaign. 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 asset allocations and portfolio management strategies aligned with client goals and risk tolerances.

Glen Asbury is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he has been affiliated with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Since 2011, he has also worked as an insurance agent, writing life, health, Medicare Supplement, annuity, 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 through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to create customized portfolios and is affiliated with CNO Financial Group and related insurance and mortgage businesses.

Angel Matos is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Citigroup, Wells Fargo, and JPMorgan Securities. In addition to his advisory work, he is also an insurance agent appointed with Bankers Life and Casualty Company, writing 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 focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

Rumzee Fakhouri is a financial advisor at Bankers Life Advisory Services, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Bankers Life and Guardian Life in various roles since 2016. 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 customized portfolios aligned with clients’ goals and risk tolerances.

Joshua Labrie is an investment advisor at Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has recently begun his career in financial advising. Prior to joining Bankers Life, he held various roles including positions at MEMIC and the University of Maine. 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 tailor asset allocations and manage portfolios according to client goals and risk tolerances.

Larry Goldberg is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Bankers Life and its affiliated entities since 2014, including a role as Unit Sales Manager where he manages and trains agents writing insurance products for the senior market. 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 methods to create customized portfolios aligned with clients’ goals and risk tolerances.

Christopher Huntington is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior work includes roles at Bankers Life Securities, Inc., Parkland Securities LLC, and Inspection Specialties 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 services. The firm employs fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Joshua Martin is a financial advisor at Bankers Life Advisory Services, Inc. with Series 66 credentials and one year of industry experience. His prior work includes roles at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., The Bonavia at Veterans Park, Weigand Omega Management, and Regent Park. 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 utilizes a combination 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.

James Terrells Jr. is a financial advisor with Bankers Life Advisory Services, Inc. in Spokane, WA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Northwest Investment Advisors, Inc. and Lodestone Wealth Management, LLC. Bankers Life Advisory Services, Inc. serves 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, offering customized investment strategies across various securities.