Peter Turnbaugh is a financial advisor with Ameritas Advisory Services, LLC in San Rafael, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Ameritas Investment Corp. and Ameritas Life Insurance Corp. since 2006, as well as operating his own CPA practice since 1987. In addition to advising, he is a licensed independent insurance agent and provides tax preparation, planning, and business valuation services through his CPA practice. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of model portfolios, mutual funds, ETFs, and individual securities, incorporating third-party managers and customized strategies across multiple program platforms.

Kevin Turnbaugh is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has been with Ameritas in various capacities since 2007, including his current role at Ameritas Advisory Services since 2021. Additionally, he is licensed as an independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a broad client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms, and is part of a mutual holding company with affiliated broker-dealer, investment, and insurance entities.