Adam Scott is a financial advisor at Bankers Life Advisory Services, Inc. with Series 66 credentials and one year of industry experience. Prior to joining Bankers Life, he worked at Milliken & Co for four years and Estes Express for seven years. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios using a range of securities, with a focus on clients’ goals, risk tolerances, and time horizons.

Zachary Montgomery is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He has worked in various capacities within the Bankers Life companies since 2017, including insurance sales and agency management, where he oversees hiring and training of agents. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to provide customized investment strategies tailored to clients’ goals and risk tolerances.