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Adan D

Series 63, Series 66

Indianapolis, IN

Ameritas Advisory Services, LLC

Adan Diaz is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Ameritas and its affiliated entities since 2006 and is also involved in ownership and partnership roles with FRESCO Financial Advisers, LLC and Canvas Financial, where he focuses on fixed investments and insurance products. Ameritas Advisory Services provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a range of custodial platforms and third-party investment tools.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Bryce M

Series 66

Indianapolis, IN

Ameritas Advisory Services, LLC

Bryce Mc Leish is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. He previously worked with Progressive Business Solutions and has been involved with multiple financial planning roles since 2023. Outside of advising, he is a partner in a golf simulator business and serves as an independent sports official for middle school and high school basketball and baseball. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs, fee-based management of variable products, and supports both discretionary and non-discretionary advisory relationships through integrated custodial platforms and third-party tools.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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