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Brandon B
Series 65
Port St Lucie, FL
Bankers Life Advisory Services, Inc.
Brandon Buccieri is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation and five years of industry experience. He has been with Bankers Life & Casualty since 2015. Buccieri also works as an insurance agent with Bankers Life & Casualty. 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 focuses on customized asset allocation, ongoing investment management, and uses a combination of fundamental, technical, and cyclical analysis in its investment approach.
Lawrence T
Series 66
Mount Laurel, NJ
Bankers Life Advisory Services, Inc.
Lawrence Tchou is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and with 8 years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has prior experience with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Additionally, he serves as an insurance agent with Bankers Life & Casualty, focusing on 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 services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and offers both wrap and non-wrap programs with access to a broad range of securities and outside managers.
John T
Series 63, Series 65, Series 66
Waipahu, HI
Bankers Life Advisory Services, Inc.
John Turner is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63, 65, and 66 designations and has 19 years of industry experience. His career includes prior roles at Karatbars and ongoing work as an insurance agent writing Medicare Supplement, annuity, life, health, and long-term care insurance products. 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 manages portfolios across various security types with a focus on client goals and risk tolerances.
Jeffrey S
Series 63, Series 66
Saginaw, MI
Bankers Life Advisory Services, Inc.
Jeffrey Sieffert is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Bankers Life Securities since 2016 and has worked at BANKERS LIFE since 1998. In addition to his advisory role, he serves as a unit field trainer recruiting and training 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 emphasizes customized asset allocation, periodic rebalancing, and a mix of fundamental, technical, and cyclical analysis to guide investment decisions.
Ezekiel M
Series 66
Mount Pleasant, MI
Bankers Life Advisory Services, Inc.
Ezekiel Martinez is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning his industry career in 2024. Prior to joining Bankers Life Advisory, he worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., as well as roles outside the financial sector including positions at DK Security and Citygate Church. 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.
Todd W
Series 66
Cape Girardeau, MO
Bankers Life Advisory Services, Inc.
Todd Wiswell is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and over 21 years of industry experience. He has been with various entities under Bankers Life since 2009, including roles at Bankers Life Securities and Bankers Life & Casualty, and currently serves as a Branch Sales Manager responsible for hiring and training 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 employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.
William B
Series 66
Greenville, SC
Bankers Life Advisory Services, Inc.
William Brobson is a Series 66-registered financial advisor with Bankers Life Advisory Services, Inc. in Greenville, SC, with six years of industry experience. He has been with Bankers Life and its affiliated entities since 2018, including prior work at Toyota of Greer. In addition to his advisory role, he is also licensed as an insurance agent with Bankers Life and Casualty Company, selling 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 services. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.
Solomon N
Series 66
Gaithersburg, MD
Bankers Life Advisory Services, Inc.
Solomon Nabdoya is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Bankers Life Advisory, he worked in senior living and the food service industry. He is also 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. 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 in portfolio management.
Larry B
Series 65, Series 63
Tallahassee, FL
Bankers Life Advisory Services, Inc.
Larry Barlow is a financial advisor with Bankers Life Advisory Services, Inc. in Tallahassee, FL, holding Series 65 and Series 63 designations and four years of industry experience. He has previously worked with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he serves as a Unit Field Trainer providing educational services related to insurance and retirement needs. 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 a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with client goals and risk tolerances.
Nathanael G
Series 63, Series 65
Topeka, KS
Bankers Life Advisory Services, Inc.
Nathanael Grieco is a financial advisor with Bankers Life Advisory Services, Inc. holding Series 63 and Series 65 credentials and has 8 years of industry experience. He also serves as a Unit Sales Manager at Bankers Life and Casualty, overseeing a team of agents and managing hiring and training. Outside of advisory work, he owns a self-serve car wash and a drop shipping business operated by a third party. 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 employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals and risk tolerances.
Sean M
Series 66
Westerville, OH
Bankers Life Advisory Services, Inc.
Sean Murphy 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 advisory role, he has worked in various positions at Bankers Life entities since 2023 and owns a consulting business that performs vehicle inspections and provides warranty consultation. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and non-ERISA retirement plan 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.
Mary O
Series 66
Toms River, NJ
Bankers Life Advisory Services, Inc.
Mary O'hern is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 19 years of industry experience. She has been with Bankers Life and its affiliates since 2015, including her current role at Bankers Life Advisory Services, Inc. since 2026. Bankers Life Advisory Services, Inc. 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 portfolio management based on client goals, risk tolerances, and time horizons.
Vanessa I
Series 65, Series 63
Hauppauge, NY
Bankers Life Advisory Services, Inc.
Vanessa Inesti is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 licenses and five years of industry experience. She has been with Bankers Life since 2015, serving as both an advisor and a unit field trainer responsible for recruiting and training insurance agents. In this role, she focuses on insurance products including life insurance, Medicare supplements, and long-term care. 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 client goals and risk tolerances.
Bryon B
Series 63, Series 66
Westlake, OH
Bankers Life Advisory Services, Inc.
Bryon Baylog is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with various Bankers Life entities since 2011, including roles in insurance and annuity sales and training agents. Baylog also serves as Treasurer on the Aynsley Court Condominium Board of Directors. 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 methods to tailor asset allocations and portfolio management aligned with clients’ objectives and risk tolerances.
Dale E
Series 63, Series 66
Lincoln, NE
Bankers Life Advisory Services, Inc.
Dale Ellwanger Jr. is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has nine years of industry experience. He has worked with Bankers Life Advisory Services since 2018 and has been associated with Bankers Life and Casualty, Inc. since 2004 as an 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 emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.
Brittnei L
Series 66
Greensboro, NC
Bankers Life Advisory Services, Inc.
Brittnei La Rue is a financial advisor with Bankers Life Advisory Services, Inc. in Greensboro, NC, holding a Series 66 designation and four years of industry experience. Her background includes roles at Bankers Life and Casualty, Bankers Life Securities, TD Bank, and Glens Falls National Bank. Outside of advising, she is involved with the Rotary Club of Wilmington and is a candidate for the New Hanover County School Board. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment management and consulting primarily for mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a blend of fundamental, technical, and cyclical analysis in portfolio management.
Kyle C
Series 66
Pocatello, ID
Bankers Life Advisory Services, Inc.
Kyle Carter is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. In addition to his advisory role, Kyle works as an independent contractor hosting online tabletop games as a dungeon master for Dungeons & Dragons through StartPlaying.games. 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.
Murad A
CFA®, Series 66
Pleasanton, CA
Bankers Life Advisory Services, Inc.
Murad Aliyev is a financial advisor at Bankers Life Advisory Services, Inc. He holds the CFA® designation and Series 66 license and has professional experience spanning roles in banking and academia. Prior to joining Bankers Life, he worked at PASHA Bank OJSC and the University of the Pacific. Outside of his advisory role, he participates in simulated futures trading through TradeDay, a proprietary trading firm offering education and evaluation programs. 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 to guide investment decisions.
George R
Series 63, Series 65, Series 66
Asheville, NC
Bankers Life Advisory Services, Inc.
George Rescigno is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63, 65, and 66 licenses and has 20 years of industry experience. He has worked with Bankers Life & Casualty since 2006 and Bankers Life Securities Inc since 2017. In addition to his advisory role, he is also an insurance agent with Bankers Life & Casualty. 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 approach.
Wesley S
Series 66
Bridgeport, WV
Bankers Life Advisory Services, Inc.
Wesley Spiker is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has 10 years of industry experience. In addition to his advisory role, he serves as an insurance agent and unit sales manager at Bankers Life & Casualty, Inc., where he assists clients with life, health, and annuity products and manages a team of insurance agents. 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 consulting. The firm employs fundamental, technical, and cyclical analysis to develop tailored asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.
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