Lawrence Martin is a financial advisor at Bankers Life Advisory Services, Inc. with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Bankers Life Securities Inc. since 2017, as well as Bankers Life & Casualty since 1986. In addition to his advisory role, he manages a team of agents as a Branch Sales Manager at Bankers Life & Casualty. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, non-discretionary 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 across various securities with periodic rebalancing and performance reviews.

Kurt Richter is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has five years of industry experience. Kurt has been with Bankers Life Advisory Services since 2020 and has been associated with related Bankers Life entities since 2014. In addition to his advisory role, he works as a 1099 agent for Bankers Life and Casualty Company, focusing on life, health, and annuity insurance sales. 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 blend of fundamental, technical, and cyclical analysis in its investment process.

Nathanael Grieco is a financial advisor with Bankers Life Advisory Services, Inc. holding Series 63 and Series 65 credentials and has 8 years of industry experience. He also serves as a Unit Sales Manager at Bankers Life and Casualty, overseeing a team of agents and managing hiring and training. Outside of advisory work, he owns a self-serve car wash and a drop shipping business operated by a third party. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals and risk tolerances.