Lonnie Kerbs is a financial advisor with Bankers Life Advisory Services, Inc. based in Asheville, NC. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. He has worked with Bankers Life Advisory Services since 2018 and has been associated with related entities in the Bankers Life group since 2000. Outside of advisory services, he also sells non-variable insurance products as an insurance agent. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and non-discretionary consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Eric Henry is a financial advisor with Bankers Life Advisory Services, Inc. in Asheville, NC, holding a Series 66 credential and nine years of industry experience. He has been with Bankers Life and its affiliated entities since 2004 and serves as a unit field trainer, recruiting and training new insurance agents. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary and non-discretionary portfolio management, consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across a range of securities based on clients’ goals and risk tolerances.

George Rescigno is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63, 65, and 66 licenses and has 20 years of industry experience. He has worked with Bankers Life & Casualty since 2006 and Bankers Life Securities Inc since 2017. In addition to his advisory role, he is also an insurance agent with Bankers Life & Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.