James Palmiotto is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 credential and nine years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has a long-standing background with affiliated entities dating back to 2012. Outside of advisory work, he is involved in insurance sales and training as a USV/Satellite Manager and insurance agent with Bankers Life & Casualty, and he owns JPALMS INC, a business established for managing his insurance operations. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan 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 to guide investment decisions.

Paul Gormanson is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to his current role starting in 2022, he worked with Bankers Life Securities, Inc. and Bankers Life. Outside of advising, he manages a team of insurance agents and is involved in sales and training within Bankers Life’s insurance operations; he also occasionally sells unused vacation timeshare weeks through an online platform. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with periodic rebalancing and performance reviews.