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Bahtjar R
Series 65
Clermont, FL
Bankers Life Advisory Services, Inc.
Bahtjar Rexha is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation and one year of industry experience. His prior work includes roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., as well as experience in the food service and lubrication industries. Rexha is also appointed as an insurance agent, 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 through discretionary and non-discretionary investment management and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals, risk tolerances, and time horizons.
David J
Series 63, Series 66
Convington, KY
Bankers Life Advisory Services, Inc.
David Janszen Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at Fifth Third Bank and its affiliated securities firms from 2004 to 2023, before joining Bankers Life Advisory Services in 2025. 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 mix of fundamental and technical analysis to guide investment decisions.
Timothy T
Series 66
Lubbock, TX
Bankers Life Advisory Services, Inc.
Timothy Troyer is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has one year of experience in advisory services. Prior to his current role, he has been affiliated with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. since 2015. Outside of advisory work, he operates an insurance agency focused on 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. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.
Anthony T
Series 63, Series 65
Parkersburg, WV
Bankers Life Advisory Services, Inc.
Anthony Titus is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions with Bankers Life and Casualty Company and Advanced Healthcare Solutions LLC. 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 portfolio management to clients' goals and risk tolerances.
Fred V
Series 66
Buford, GA
Bankers Life Advisory Services, Inc.
Fred Van Dyck is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 13 years of industry experience. He has been with Bankers Life Advisory Services since 2017 and has worked with Bankers Life and Casualty since 2004, where he also serves 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, focusing on customized asset allocation, tax efficiency, and a mix of analytical approaches to security selection and portfolio management.
David J
Series 63, Series 65
Warwick, RI
Bankers Life Advisory Services, Inc.
David Juszkiewicz 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 been with Bankers Life Advisory Services since 2021 and has worked with affiliated entities since 2009. Outside of advising, he is an insurance agent offering Medicare Supplement, long-term care, life insurance, and annuity products. 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 integrated use of fundamental and technical analysis.
Luka L
Series 66
Buffalo Grove, IL
Bankers Life Advisory Services, Inc.
Luka Lezhava is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Bankers Life Securities and Bankers Life & Casualty. Outside of advising, he is active as an insurance agent assisting retirees with Medicare. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary 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 investment advisory with affiliated broker-dealer and insurance operations.
Dennis M
Series 66
Grand Rapids, MI
Bankers Life Advisory Services, Inc.
Dennis Muxlow is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has three years of industry experience. Prior to his current role, he worked at Crown Ventures and Aby Groups. In addition to his advisory work, he is a licensed insurance agent with Bankers Life & Casualty, focusing on health 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 approach emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.
Broderick K
Series 65, Series 63
Lenexa, KS
Bankers Life Advisory Services, Inc.
Broderick Kyle 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. Prior to his current role, he worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he has held insurance agent positions. Outside of his advisory work, he owns a photography business and helps manage a family livestock farm. 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 aligned with clients’ goals and risk tolerances.
Andrew J
Series 66
Richmond, VA
Bankers Life Advisory Services, Inc.
Andrew Jones is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has seven years of industry experience. Jones has worked at Bankers Life Securities since 2018 and Bankers Life & Casualty since 2011. In addition to his advisory role, he manages a team of agents as a Branch Sales Manager, overseeing hiring 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 emphasizes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis in its investment approach.
Donald S
Series 63, Series 65
Charlotte, NC
Bankers Life Advisory Services, Inc.
Donald Smith Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has worked with affiliated Bankers Life entities since 2005. Outside of his advisory role, he manages an insurance sales practice serving client insurance needs. Bankers Life Advisory Services, Inc. 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 to tailor asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.
Lucia G
Series 66
Parsippany, NJ
Bankers Life Advisory Services, Inc.
Lucia George is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has 13 years of industry experience. Her career includes roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where she manages a team of agents and is involved in hiring and training. 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 create tailored portfolios aligned with clients’ goals and risk tolerance.
Brandon K
Series 63, Series 65
Greenville, SC
Bankers Life Advisory Services, Inc.
Brandon Kennedy is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 credentials and has 19 years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has held various roles within affiliated entities since 2005, including managing insurance agents as a Branch Sales Manager. 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 across multiple security types to align with clients’ goals and risk tolerances.
Herbert H
Series 63, Series 65
King of Prussia, PA
Bankers Life Advisory Services, Inc.
Herbert Huffman is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Bankers Life Securities, Inc. since 2016 and Bankers Life & Casualty since 2010, focusing on insurance and annuity sales, including equity-indexed annuities and Medicare supplements. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, periodic rebalancing, and tax efficiency. The firm typically manages accounts on a discretionary basis and integrates portfolio management with affiliated broker-dealer and insurance services.
Alexander B
Series 66
North Myrtle Beach, SC
Bankers Life Advisory Services, Inc.
Alexander Birty 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, he worked for Horry County Schools for nine years. He is also a 1099 agent for Bankers Life and Casualty Company, where he is appointed to write insurance products including Medicare Supplement, annuities, life, health, and long-term care. 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.
Dominic O
Series 63, Series 65, Series 66
Salem, OR
Bankers Life Advisory Services, Inc.
Dominic Olvera is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. He has been with Bankers Life Advisory since 2021 and has worked within affiliated entities since 2017. Olvera is also appointed as an agent with Bankers Life and Casualty Company, enabling him 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 and non-discretionary portfolio management, as well as retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.
Sarah D
Series 66
Mt Pleasant, MI
Bankers Life Advisory Services, Inc.
Sarah Duthie is a Series 66-licensed financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. Before joining Bankers Life Advisory, she worked at Isabella Community Credit Union and Christian Home Services. Outside of her advisory role, she manages a hobby dog breeding kennel and operates a small-scale Mary Kay beauty consulting business. 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 tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.
Michael O
Series 65, Series 63
South Bend, IN
Bankers Life Advisory Services, Inc.
Michael O'Hearn is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 licenses and five years of industry experience. He has worked in various roles within Bankers Life and its affiliates since 2017. Outside of advisory services, 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 primarily 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 create tailored investment strategies and manages portfolios across multiple asset classes.
Anthony A
Series 66
West Palm Beach, FL
Bankers Life Advisory Services, Inc.
Anthony Alvarez is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has 11 years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has worked with affiliated entities since 2004. In addition to his advisory role, Alvarez is an insurance agent for Bankers Life. 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 their investment approach.
Cade B
Series 66
Omaha, NE
Bankers Life Advisory Services, Inc.
Cade Baumgart is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Bankers Life Advisory, he worked in various roles including insurance sales with Bankers Life & Casualty and experience in hospitality and education. He is also appointed as an insurance sales representative, writing business for Medicare supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and 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 its investment approach.
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