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Morgan D

Series 65, Series 63

Perrysburg, OH

Ameritas Advisory Services, LLC

Morgan De Nutte is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and has two years of industry experience. Morgan’s prior experience includes roles at Northwestern Mutual and various mortgage and financial services companies. Morgan is also involved with Deverna & Co Financial, providing investment advising and insurance services. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm delivers investment solutions through a combination of in-house models, third-party managers, and a platform integrating affiliated entities for diverse advisory needs.

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

CFP®, Series 66, Series 63, Series 65

Perrysburg, OH

Ameritas Advisory Services, LLC

Robert Schoonmaker is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and multiple securities licenses, and has 23 years of industry experience. His prior roles include positions at Huntington Bank and MassMutual Investors Services. Outside of finance, he is active as a fitness coach and serves on the boards of several nonprofit organizations, including the University of Toledo Foundation, Junior Achievement of Northwest Ohio, and the YMCA of Greater Toledo. 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 utilizing both in-house and third-party managers, with integrated solutions across its affiliated entities.

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

Series 63

Perrysburg, OH

Ameritas Advisory Services, LLC

Clemens Szymanowski II is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and seven years of industry experience. He has worked at DeVerna & Co. Financial, Ameritas Investment Corp, and Creative Financial Partners. In addition to advisory work, he is involved in insurance and annuity business activities through DeVerna & Co. Financial. 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.

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

Series 66

Perrysburg, OH

Ameritas Advisory Services, LLC

Andrea Gibbons is a financial advisor at Ameritas Advisory Services, LLC with seven years of industry experience. She holds the Series 66 credential and has worked at firms including AMG Sterling Financial, Wilcox Financial, and Signature Bank. Outside of her advisory role, she is also involved in insurance and annuity sales through Wilcox Financial/AIC. 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.

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

Series 65, Series 63

Perrysburg, OH

Ameritas Advisory Services, LLC

Liam Rogers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. His background includes roles at DeVerna & Co Financial, Ameritas Investment Company, and Creative Financial Partners, as well as experience in mortgage origination through Rocket Mortgage. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, offering a variety of discretionary and non-discretionary programs through both in-house and third-party managers.

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

Perrysburg, OH

Ameritas Advisory Services, LLC

Christine Johnston is a financial advisor at Ameritas Advisory Services, LLC with 17 years of industry experience. She has held roles at DeVerna & Co Financial and Nationwide Securities, LLC, among others. Johnston is also a licensed independent insurance agent, working with life, long-term care, and fixed annuity insurance products through multiple insurance agencies. 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, financial planning, and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

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

Series 63, Series 65

Perrysburg, OH

Ameritas Advisory Services, LLC

Scott Rogers 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 at Ameritas in various capacities since 2005 and is currently affiliated with DeVerna & Co Financial, where he is also licensed to sell 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 fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, serving clients through both discretionary and non-discretionary approaches.

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