Brian Willey is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He has worked at firms including Primerica Financial Services, PFS Investments Inc., and Human Circuit. Willey is also involved with Incisive Financial Group and the Business Benefits Group, where he focuses on retirement plans, wealth planning, and commercial benefits consulting. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, offering a range of discretionary and non-discretionary programs through in-house and third-party managers.

Michael Stone is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has served in roles at Ameritas and related firms since 2007 and is president of Incisive Financial Group, where he focuses on marketing investment products. Stone is also involved with Business Benefits Group Inc, advising and selling retirement plans to small businesses and individuals. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and uses model portfolios and third-party sub-advisers, with a notable focus on plan sponsors and participants.