Rebecca Papas 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 has been associated with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. since 2013. Outside of advising, she is the owner and manager of Iota Group, LLC, a marketing firm that assists small businesses with marketing strategies and advertising. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management and consulting, offering tailored asset allocations using a combination of fundamental, technical, and cyclical analysis methods. The firm provides both wrap and non-wrap programs, often incorporating outside managers, and operates as part of a group with ties to mortgage and insurance businesses.

Katelyn Woodall is a financial advisor at Bankers Life Advisory Services, Inc. with eight years of industry experience. She holds the Series 63 and Series 65 designations. Woodall has been affiliated with Bankers Life and Casualty, Inc. since 2013 as an agent, where she is appointed to write business for Medicare Supplement, annuity, life, health, and long-term care insurance 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, technical, and cyclical analysis in its investment process.

David Smith is a financial advisor at Bankers Life Advisory Services, Inc. with 12 years of industry experience. He holds a Series 63 designation and has worked within various affiliated entities of Bankers Life since 2015. In addition to his advisory role, he is a licensed insurance agent appointed to write 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, non-discretionary 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 aligned with clients’ goals and risk tolerances.

John Briggs is a financial advisor with Bankers Life Advisory Services, Inc. in Springfield, MO, holding Series 63 and Series 66 credentials and six years of industry experience. He has worked with Bankers Life and its affiliates since 2016, including roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he manages a team providing retirement-based insurance services. Outside of his financial career, Briggs competes as a dirt track racecar driver. 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 approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio management.

Stanley Adler is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation and one year of industry experience. He has been with Bankers Life Advisory Services since 2024 and previously worked at Bankers Life & Casualty, Inc. from 2020. Outside of advisory work, he has experience in insurance agent recruitment and training. 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 blend of fundamental and technical analysis, typically managing accounts on a discretionary basis with regular performance reporting.

Carrie Christensen is a financial advisor at Bankers Life Advisory Services, Inc. with 20 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at BMO Harris Financial Advisors and Bankers Life Securities. Outside of her advisory work, she is employed part-time as a cashier at Target Corporation. 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 portfolio management aligned with clients’ goals and risk tolerances.

Daniel Schroeder is a financial advisor with Bankers Life Advisory Services, Inc. in Fort Wayne, IN, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been affiliated with various entities under Bankers Life since 2009, including roles in advisory services and securities. In addition to his advisory work, Schroeder is an insurance agent providing insurance product sales and servicing, including equity-indexed annuities. Bankers Life Advisory Services, Inc. offers discretionary portfolio management, investment consulting, and retirement plan consulting primarily for mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis for security selection and portfolio management.

Brent Boersma is a financial advisor with Bankers Life Advisory Services, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 credentials and having seven years of industry experience. He has been with Bankers Life Advisory Services since 2022 and has an extensive background at affiliated firms dating back to 2008. Outside of advisory work, he manages a team of agents in health and life insurance sales, including Medicare Supplement 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 focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Charles Cavileer is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 credential and six years of industry experience. He has worked with Bankers Life Advisory Services since 2019 and has been with Bankers Life and Casualty in insurance sales and sales management since 2009, where he manages a team of agents and oversees hiring and training. Bankers Life Advisory Services 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, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Emily Combs is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has held roles at Bankers Life Advisory Services since 2019 and has worked with various related entities, including Bankers Life Securities, Inc. and Bankers Life & Casualty. Outside of financial services, she owns Alluring Art Designs, a business creating handmade jewelry, hand-painted glass, and knit and crochet items. 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 employs fundamental, technical, and cyclical analysis to develop customized asset allocations and portfolio management strategies tailored to client goals and risk tolerances.

Gregory Maher is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. Prior to his current role, Maher worked at Allstate Insurance Co and various Bankers Life entities. Outside of finance, he trades, buys, sells, and repairs guitars. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations aligned with clients’ goals and risk tolerances.

Alberto Rivera is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 licenses and six years of industry experience. He has worked in various roles within Bankers Life and its affiliated entities since 2018, following 13 years of self-employment. Rivera is also appointed as an agent with KFA through Bankers Life, allowing him to write business for 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 services. The firm uses a blend of fundamental, technical, and cyclical analysis to create customized asset allocations, operating under the parent company CNO Financial Group and often working with affiliated broker-dealer and insurance entities.

Casey Moag is a financial advisor with Bankers Life Advisory Services, Inc. based in Ocala, FL. He holds Series 63 and Series 65 licenses and has seven years of industry experience. In addition to his advisory role, he serves as a Unit Field Trainer at Bankers Life & Casualty, where he recruits and trains insurance agents. 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 employs fundamental, technical, and cyclical analysis methods to develop tailored asset allocations and offers customized portfolio management across a range of securities.

Robert Maki is a financial advisor with Bankers Life Advisory Services, Inc. in Oshkosh, WI, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has been associated with Bankers Life and its affiliated entities since 2012, including roles in insurance sales and team management. Outside of finance, Maki owns and operates the Oshkosh Karate Club. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment management and consulting services primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental and technical analysis to guide investment decisions.

Riley La Vancha is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining Bankers Life, Riley worked at Rockbridge Investment Management, LLC and has a background including positions at Petland Inc and McDonalds. Riley serves on the board of directors for Devins Rec Room, a nonprofit organization in Syracuse, NY, that supports individuals in alcohol and drug recovery. 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 based on clients’ goals, risk tolerances, and time horizons.

Jackson Sackman 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 Home Depot, The UPS Store, Georgia All-Stars Gymnastics, and the Cherokee County school system. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals by providing 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 multiple asset classes with periodic rebalancing and performance reviews.

Kyle Fults is an advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been affiliated with Bankers Life entities since 2005 and operates as a 1099 agent responsible for insurance sales, including Medicare Supplement, annuities, life, health, and long-term care products. Fults also maintains an LLC for business purposes. 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 integrates fundamental, technical, and cyclical analysis to create customized portfolios and offers both wrap and non-wrap programs, utilizing Pershing as the clearing custodian and Bankers Life Securities, Inc. as the introducing broker-dealer.

Mark Banac is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Banac has worked with various entities within the Bankers Life group since 2019. Outside of advisory services, he is an appointed insurance agent for Bankers Conseco Life Insurance Company of New York, where he sells life insurance, Medicare, and annuity 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. The firm emphasizes individual client service and integrates affiliated broker-dealer and insurance resources in its offerings.

Miles Joyner is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been with Bankers Life in various capacities since 2024. Prior to his financial services career, he worked in media and marketing roles, including positions at iHeartMedia and Apollo Solution Inc. 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 tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Bilal Hamideh is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and two years of industry experience. His background includes roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he has also managed a team of insurance agents and been involved in licensing and training. Outside of advisory services, he is an insurance representative working with Medicare-related health plans through Blue Cross Blue Shield of Illinois. 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 employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management strategies to client goals and risk tolerances.