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Joseph M
Series 65, Series 63
New Albany, IN
Bankers Life Advisory Services, Inc.
Joseph Milas is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining the firm, he served in the United States Army for three years and has held management roles in trucking and logging companies. 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 tailor asset allocations and portfolio management in line with clients’ goals and risk tolerances.
Cheyanda M
Series 63, Series 65
Lynn, MA
Bankers Life Advisory Services, Inc.
Cheyanda Myers is a financial advisor at Bankers Life Advisory Services, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at MassMutual, Valic Financial Advisors, and Lincoln Financial Group. 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 tailor asset allocations, managing portfolios across various securities to align with clients' goals and risk tolerances.
Adam C
Series 63, Series 65
Austin, TX
Bankers Life Advisory Services, Inc.
Adam Claussen is a financial advisor with Bankers Life Advisory Services, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with several entities affiliated with Bankers Life since 2015, including Bankers Life Securities and Guardian Life Insurance. Outside of his advisory role, Claussen serves as an officer and 3D Director for Hill Country Bowhunters, where he organizes competitive bowhunting events. 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 in managing client portfolios.
Dylan F
Series 63, Series 65
North Myrtle Beach, SC
Bankers Life Advisory Services, Inc.
Dylan Fields is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked extensively within Bankers Life entities since 2009. In addition to advising, he functions as a unit field trainer recruiting and training insurance agents, and is appointed to write 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 through discretionary and non-discretionary portfolio management, as well as 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.
Larry M
Series 63, Series 65
Lake Ozark, MO
Bankers Life Advisory Services, Inc.
Larry Mc Bee is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with Bankers Life Securities Inc. since 2017 and Bankers Life and Casualty since 2011, where he manages a team of agents and is involved in hiring and training. Outside of his advisory role, he and his wife own a long-term rental property managed by a third party. 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, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.
Courtney W
Series 65, Series 63
Evansville, IN
Bankers Life Advisory Services, Inc.
Courtney Wesselman is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. She holds Series 65 and Series 63 credentials and has been involved with Bankers Life and its affiliated entities since 2013, serving also as a Unit Field Trainer recruiting and training insurance agents. Outside of her advisory role, she volunteers as a booster member supporting a high school marching band. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.
Myles E
Series 65, Series 63
West Des Moines, IA
Bankers Life Advisory Services, Inc.
Myles Easter is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 registrations and bringing eight years of industry experience. He has been affiliated with Bankers Life and its related entities since 2012. In addition to his advisory role, he recruits and trains insurance agents and is appointed to write 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 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 and risk tolerances.
Kristina S
Series 66
Topeka, KS
Bankers Life Advisory Services, Inc.
Kristina Smith is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc., based in Topeka, KS, and has eight years of industry experience. She has been with Bankers Life and its affiliates since 2009 and serves as a financial educator and speaker with the Association of Financial Educators, a non-profit organization that conducts financial literacy classes nationwide. 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 investment consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored portfolios aligned with clients’ goals and risk tolerances.
Ralph M
Series 66
Springfield, MO
Bankers Life Advisory Services, Inc.
Ralph Miller IV is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning his industry career in 2025. Prior to his advisory role, he has worked in various businesses including Lightning Pawn and Music, TommyHawks, and Big Cedar Golf. He is also an insurance agent with Bankers Life and Casualty, selling 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 process focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.
Delia P
Series 63, Series 66
Chicago, IL
Bankers Life Advisory Services, Inc.
Delia Parker is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She previously worked at J.P. Morgan Securities and owns an online health coaching business, Luna Strong LLC. 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.
Ryan C
Series 66
New Albany, IN
Bankers Life Advisory Services, Inc.
Ryan Churchill is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at Jefferson County Public Schools for nine years. In addition to his advisory work, he recruits and trains insurance agents and is appointed to write Medicare supplement and various 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.
Eileen S
CFP®, Series 63, Series 66
Chicago, IL
Bankers Life Advisory Services, Inc.
Eileen Sullivan is a Certified Financial Planner (CFP®) with 25 years of industry experience. She is currently with Bankers Life Advisory Services, Inc., where she has worked since 2016. Her professional background is wholly with Bankers Life and its affiliated entities. 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 client goals and risk tolerances.
Richard L
Series 66
Old Lyme, CT
Bankers Life Advisory Services, Inc.
Richard La Saracina is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. He holds a Series 66 designation and has prior work experience at Mohegan Sun and Dodd Stadium. In addition to his advisory role, he is an insurance agent appointed with Bankers Life & Casualty, 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 emphasizes customized asset allocation, tax efficiency, and a mix of fundamental and technical analysis in its investment process.
Layton B
Series 66
Roanoke, VA
Bankers Life Advisory Services, Inc.
Layton Bourhill is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and currently based in Roanoke, VA. He has been affiliated with Bankers Life entities since 2021 and previously worked at Eggleston and Eggleston and LB-Direct. Outside of advisory work, he is a licensed insurance agent appointed to write various 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, periodic rebalancing, and a combination of fundamental and technical analysis to guide investment decisions.
Mason G
Series 66
Colorado Springs, CO
Bankers Life Advisory Services, Inc.
Mason Grothuesmann is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and four years of industry experience. His background includes roles at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., and Axio Commercial Real Estate. He also serves as a unit field trainer at Bankers Life and Casualty, where he recruits and trains insurance agents. 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, and a combination of fundamental, technical, and cyclical analysis to guide security selection and portfolio adjustments.
Katherine B
Series 63, Series 65
Columbia, SC
Bankers Life Advisory Services, Inc.
Katherine Brown is a financial advisor with Bankers Life Advisory Services, Inc. in Columbia, SC. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to her current advisory role, she has been associated with Bankers Life Securities Inc. and Bankers Life & Casualty since 2010. Outside of her advisory work, she volunteers as a cookie manager for a local Girl Scout troop, organizing cookie sales and training participants. 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 blend of analytical methods to guide investment decisions.
Sandriene S
Series 66
Brooklyn, NY
Bankers Life Advisory Services, Inc.
Sandriene Semidey Simon is a financial advisor at Bankers Life Advisory Services, Inc. with five years of industry experience. She holds a Series 66 designation and has worked in various roles at Bankers Life entities since 2019. Outside of her advisory duties, she manages a team as a Unit Sales Manager at Bankers Life & Casualty and is a licensed insurance agent. 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, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.
Kathleen L
Series 63, Series 66
Falmouth, MA
Bankers Life Advisory Services, Inc.
Kathleen Landrigan is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020 and has been with Bankers Life entities since 2021. 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 to guide investment decisions.
Christopher B
Series 63, Series 66
Wilmington, NC
Bankers Life Advisory Services, Inc.
Christopher Barrett is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Barrett has been affiliated with Bankers Life entities since 2011, including roles at Bankers Life Advisory Services and Bankers Life Securities. Outside of his advisory work, he is a member of Wrightsville Beach Cleaning LLC, a commercial cleaning 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 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.
Lucia P
Series 63, Series 66
Chicago, IL
Bankers Life Advisory Services, Inc.
Lucia Partipilo is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Her prior roles include positions at MB FINANCIAL Investments and Cetera Investment Services LLC. Outside of her advisory work, she is involved with Biofortis Research as a survey taker. 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 mix of analytical methods to guide investment decisions.
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