Harry Zhang is a Series 66 licensed financial advisor with six years of industry experience. He currently works at Bankers Life Advisory Services, Inc. and has previously held positions at affiliated entities including Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of his advisory role, he is also a licensed agent selling life insurance and long-term care policies primarily to clients aged 50 to 75. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations, with ongoing management based on clients’ objectives and risk tolerances.

Sandriene Semidey Simon is a financial advisor at Bankers Life Advisory Services, Inc. with five years of industry experience. She holds a Series 66 designation and has worked in various roles at Bankers Life entities since 2019. Outside of her advisory duties, she manages a team as a Unit Sales Manager at Bankers Life & Casualty and is a licensed insurance agent. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.