Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Anna P
Series 63, Series 65
Melville, NY
Ameritas Advisory Services, LLC
Anna Pulgiano is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been affiliated with Ameritas Advisory Services since 2021 and has held various roles within Ameritas-related entities since 2015. Outside of her advisory work, she is involved with Acrisure, the parent company of Union Benefit Planners and Group Benefits & Administration, where she acts as an agent. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs using in-house and third-party managers, and integrates with Ameritas affiliates to deliver comprehensive financial solutions.
Eric G
Series 63, Series 65
Melville, NY
Ameritas Advisory Services, LLC
Eric Goldberg 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 worked with several firms, including Pruco Securities LLC and The Prudential Insurance Company of America. Outside of his role at Ameritas, he is involved with DiPaola Financial Group, where he engages in insurance and financial planning activities. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services through a combination of model portfolios, third-party sub-advisers, and custom strategies.
Joseph G
Series 63, Series 65
Melville, NY
Ameritas Advisory Services, LLC
Joseph Gonzalez is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has held multiple roles within the Ameritas organization since 2013. Outside of his advisory work, he is a senior associate at DiPaola Financial Group, where he is involved in selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of advisory services including fee-based asset management, retirement-plan consulting, and model portfolio management, supported by affiliated investment adviser representatives and third-party sub-advisers.
Anthony D
Series 63
Melville, NY
Ameritas Advisory Services, LLC
Anthony Dipaola is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 25 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has held roles at National Wealth Group, FiftyFifty Wealth Management, and Ameritas-affiliated companies. Dipaola is also licensed as an independent insurance agent and is involved in marketing and recruiting activities through his roles at FiftyFifty Wealth Management and National Wealth Group. 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 fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary management.
Justin P
Series 63
Melville, NY
Ameritas Advisory Services, LLC
Justin Ponella is a financial advisor at Ameritas Advisory Services, LLC with 20 years of industry experience. He holds a Series 63 designation and has worked with Ameritas and affiliated firms since 2011. In addition to his advisory role, he is a licensed independent insurance agent specializing in fixed life and health insurance products through DiPaola Financial Group. 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 fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.
Keiko K
Series 66
Melville, NY
Ameritas Advisory Services, LLC
Keiko Krull is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. She has been associated with Ameritas entities since 2009 and also works with Dipaola Financial Group. In addition to her advisory role, Krull is a licensed independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of services including fee-based asset management, retirement-plan advisory, and fiduciary advice, supported by model portfolios, third-party sub-advisers, and custom strategies.
Jonathan G
Series 63, Series 65
Melville, NY
Ameritas Advisory Services, LLC
Jonathan Goohs is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has worked with Ameritas affiliated firms since 2017 and previously with World Financial Group. Outside of his advisory role, he is involved with DiPaola Financial Group, where he provides financial service solutions focused on insurance, retirement, and business planning for individuals and small business owners. Ameritas Advisory Services, LLC offers investment advisory and financial planning to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, with a notable emphasis on plan sponsors and participants through various fiduciary and consulting services.
Susan R
Series 63, Series 65
Melville, NY
Ameritas Advisory Services, LLC
Susan Russo is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with multiple firms, including Thomas Elliott & Company and Allegiant Divorce Solutions. Russo is a certified divorce financial analyst and operates her own advisory business, Susan Russo Financial, where she assists clients with financial planning related to divorce. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and retirement-plan advisory through a variety of strategies and affiliated investment adviser representatives.
Steven D
Series 63
Melville, NY
Ameritas Advisory Services, LLC
Steven D'Andrea is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 11 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has worked with affiliated Ameritas entities since 2014. In addition to his advisory role, he is involved with Dipaola Financial, where he sells life, disability, and annuity insurance products. 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 fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters