Zachary Halvonik is a financial advisor at Ameritas Advisory Services, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab and Premier Planning Group. Prior to his advisory roles, he spent several years in golf club management. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, offering asset management, financial planning, retirement plan advisory, and variable product subaccount management through a range of program platforms and investment options.

Michael Polin is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 23 years of industry experience. He has worked in various roles within Ameritas entities since 2006 and has been associated with Premier Planning Group since 2004. Polin also collaborates as a partner in a marketing organization focused on idea sharing and overall partnership direction. Ameritas Advisory Services, LLC provides investment advisory and planning services to diverse clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services including asset management, financial planning, and retirement plan advisory, utilizing multiple program platforms and a combination of model portfolios, mutual funds, ETFs, and individual securities.

Mark Greim is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has served in various roles at Ameritas and related entities since 2016 and also directs wealth management at Premier Planning Group, Inc., where he assists in the day-to-day advisory of client accounts. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and retirement plan advisory services using model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

James Hower Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 license and bringing 35 years of industry experience. He has been affiliated with Ameritas Advisory Services since 2021 and has held various roles at affiliated Ameritas companies since 2006. Additionally, he is president of H & M Financial Group Inc. and an agent with Premier Planning Group, both firms he has been involved with since 1998. Outside of his advisory and insurance roles, he serves as vice president of BNI Networkers, a business networking group. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services such as asset management, financial planning, retirement plan advisory, and variable product subaccount management using model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

Frank Hennessey is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has long-standing affiliations with Ameritas Life Insurance Corp and Ameritas Investment Corp dating back to 2006. Hennessey is also a partner in Premier Planning Group, where he manages staff and sells fixed insurance products, and participates in other business ventures including a marketing organization established in 2023. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment products and program platforms, combining firm-developed and third-party model portfolios to build customized client portfolios.

David Fazzini is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been affiliated with Ameritas and its related firms since 2006 and leads Premier Planning Group, an independent insurance agency specializing in fixed insurance products. He is also a partner at Premier Planning Partners, LLC, a marketing organization that collaborates on strategic direction within the partnership. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services such as asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Jack Gulati III is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and three years of industry experience. His career includes roles at Ameritas Investment Company, Premier Planning Group, New York Life, and JP Morgan Chase. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services such as asset management, financial planning, and retirement plan advisory, utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.