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Ashley B

Series 65

Mesa, AZ

Bankers Life Advisory Services, Inc.

Ashley Blankenship is a Series 65-credentialed advisor with Bankers Life Advisory Services, Inc., based in Mesa, AZ, with six years of industry experience. She has worked at various Bankers Life entities since 2005 and serves as an agent with Bankers Life & Casualty, Inc. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering 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 to clients’ goals and risk tolerances.

Wealth management Retired
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John K

Series 63, Series 66

Westerville, OH

Bankers Life Advisory Services, Inc.

John Kwasnik is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been associated with Bankers Life Securities, Inc. since 2016 and ProEquities, Inc. since 2012. In addition to his advisory role, Kwasnik serves as a unit field trainer and agent for Bankers Life & Casualty, focusing on insurance products for the senior market. 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 combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Wealth management Retired
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Christopher R

Series 66

Clifton Park, NY

Bankers Life Advisory Services, Inc.

Christopher Robertson is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. He holds the Series 66 designation and has prior experience at AIM Services and Bankers Life Securities, Inc. Outside of his advisory role, he has been involved in fitness and community activities, including operating CR Fit. Studio and working with the Saratoga Regional YMCA. 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 clients’ goals and risk tolerances.

Wealth management Retired
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Lillian G

Series 66

Mount Laurel, NJ

Bankers Life Advisory Services, Inc.

Lillian Gardosh is a Series 66 licensed financial advisor with Bankers Life Advisory Services, Inc., based in Mount Laurel, NJ. She has three years of industry experience and has worked with Bankers Life Securities, Inc. since 2021. Prior to her financial services career, she held various roles in the salon industry. In addition to her advisory work, she is appointed as an agent with Bankers Life and Casualty Company, where she sells medical and life 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, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio management.

Wealth management Retired
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Danielle M

Series 63, Series 65

Clarkston, MI

Bankers Life Advisory Services, Inc.

Danielle Mc Clung is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing four years of industry experience. She has worked with Bankers Life Securities and Bankers Life & Casualty, Inc., and has prior experience in veterinary and assisted living settings. Outside of advising, she is a licensed insurance agent, selling life, health, and annuity products through Bankers Life and Casualty Company. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan services primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis in its investment approach.

Wealth management Retired
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Katie M

Series 66

Newark, DE

Bankers Life Advisory Services, Inc.

Katie Mc Glinn is a financial advisor at Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, she worked for over a decade at Buckley's Tavern. 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 tailor asset allocations and portfolio management according to client goals and risk tolerance.

Wealth management Retired
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Jordan V

Series 66

Glen Burnie, MD

Bankers Life Advisory Services, Inc.

Jordan Vinas is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc. He has six years of industry experience and has been affiliated with Bankers Life and its related entities since 2015. His career includes roles at Bankers Life Securities, Inc. and Bankers Life Advisory. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies and manages client portfolios with periodic reviews and rebalancing.

Wealth management Retired
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Michael S

Series 63, Series 65

Scarborough, ME

Bankers Life Advisory Services, Inc.

Michael Secord is a financial advisor at Bankers Life Advisory Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Bankers Life and its affiliated entities since 2013. Outside of his advisory role, he is licensed to sell Medicare Supplement and other insurance products. 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 create tailored portfolios, utilizing a range of securities and offering both wrap and non-wrap programs.

Wealth management Retired
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Mark S

Series 66

Wichita, KS

Bankers Life Advisory Services, Inc.

Mark Smith is a Series 66 licensed financial advisor with Bankers Life Advisory Services, Inc. in Wichita, KS, where he has worked since 2025. He has prior experience with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he also serves as a field director managing a team of agents focused on insurance planning for retirees, including Medicare and long-term care products. Before entering the financial industry, he held positions in the restaurant sector. 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.

Wealth management Retired
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William C

Series 66

Greensboro, NC

Bankers Life Advisory Services, Inc.

William Chappell III is a financial advisor with Bankers Life Advisory Services, Inc. in Greensboro, NC. He holds the Series 66 designation and has two years of industry experience. Prior to his current role, he worked at several firms including Amerilife of Greensboro and Aflac. Outside of advising, he serves as Chair of the Risers Young Professionals group within the Guilford Merchants Association and is a member of its board. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that 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 manages portfolios across multiple asset classes.

Wealth management Retired
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Glenn W

Series 66, Series 63

Columbia, MO

Bankers Life Advisory Services, Inc.

Glenn Wilde is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 66 and Series 63 licenses and has 10 years of industry experience. Wilde has worked at Bankers Life Securities, Inc. since 2017 and with Bankers Life & Casualty, Inc. since 1993. Outside of his advisory role, he coaches high school golf for Southern Boone High School in Columbia, MO. 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 tailor asset allocations and portfolios to clients’ goals and risk tolerances.

Wealth management Retired
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Philip F

Series 66, Series 63

Chesterfield, MO

Bankers Life Advisory Services, Inc.

Philip Fleming III is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 designations and five years of industry experience. He has worked with Bankers Life Securities, Inc. since 2021 and is also a 1099 agent for Bankers Life & Casualty, Inc., where he is appointed to write various insurance products. Outside of his advisory work, Fleming owns multiple rental properties. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving 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 create tailored investment strategies and manages portfolios across a range of securities with periodic rebalancing and performance reviews.

Wealth management Retired
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Linda J

Series 63, Series 65

King of Prussia, PA

Bankers Life Advisory Services, Inc.

Linda Jones is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 licenses and has 13 years of industry experience. Jones has worked with Bankers Life Securities, Inc. since 2016 and with Bankers Life and Casualty since 2009. In addition to her advisory role, she is a captive insurance agent, involved in the sale of health insurance, life insurance, and annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily for mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Wealth management Retired
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Adam S

Series 66

Martinez, GA

Bankers Life Advisory Services, Inc.

Adam Scott is a financial advisor at Bankers Life Advisory Services, Inc. with Series 66 credentials and one year of industry experience. Prior to joining Bankers Life, he worked at Milliken & Co for four years and Estes Express for seven years. 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 create tailored asset allocations and manages portfolios using a range of securities, with a focus on clients’ goals, risk tolerances, and time horizons.

Wealth management Retired
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Benjamin K

Series 66

Buffalo Grove, IL

Bankers Life Advisory Services, Inc.

Benjamin Krotky is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and beginning his industry experience in 2026. Prior to joining Bankers Life, he worked in various roles including positions at United Parcel Service and educational institutions. In addition to his advisory role, he is licensed as an insurance agent, brokering Medicare-related health insurance plans through Blue Cross Blue Shield. 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.

Wealth management Retired
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Joshua A

Series 63, Series 65

Saginaw, MI

Bankers Life Advisory Services, Inc.

Joshua Anders is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Bankers Life Advisory Services since 2020 and has been affiliated with Bankers Life and its related entities since 2007. Outside of his advisory role, Anders serves as a Player Agent for the North Saginaw Township Little League, organizing player registration and team assignments. Bankers Life Advisory Services 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 guide investment decisions.

Wealth management Retired
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Christine J

Series 63, Series 66

University Place, WA

Bankers Life Advisory Services, Inc.

Christine Jackson is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Bankers Life Advisory Services since 2022 and has worked at affiliated entities within Bankers Life since 2011. 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, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Wealth management Retired
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Daniel S

Series 63, Series 66

Grand Rapids, MI

Bankers Life Advisory Services, Inc.

Daniel Sherwood is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been affiliated with Bankers Life and related entities since 2009. Sherwood is also licensed as an insurance producer, authorized 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 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 to clients' objectives and risk tolerances.

Wealth management Retired
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Catherine C

Series 63, Series 66

San Antonio, TX

Bankers Life Advisory Services, Inc.

Catherine Cole is a financial advisor with Bankers Life Advisory Services, Inc. in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. She has been with Bankers Life Advisory Services since 2019 and has prior experience with affiliated entities including Bankers Life Securities Inc and Bankers Life and Casualty Company. Outside of her advisory role, she is a partner at Caro Circle LLC, where she manages real estate investments. 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 blend of fundamental, technical, and cyclical analysis to guide investment decisions.

Wealth management Retired
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Adelious S

Series 65

Albuquerque, NM

Bankers Life Advisory Services, Inc.

Adelious Stith is a financial advisor with Bankers Life Advisory Services, Inc. based in Albuquerque, NM, holding a Series 65 designation and six years of industry experience. He has been with Bankers Life Advisory Services since 2020 and also has roles within affiliated entities of Bankers Life. Outside of his advisory work, Stith serves on the board of directors for HOAMCO, coaches athletes in sprinting and fitness, preaches at Abundant Life Church, instructs in communication and leadership at Rebound New Mexico, and participates in political organizing as a ward chairman for the Bernalillo Republican Party. 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 develop tailored asset allocations and ongoing portfolio management aligned with client goals and risk profiles.

Wealth management Retired
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