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John K
Series 63, Series 66
Westerville, OH
Bankers Life Advisory Services, Inc.
John Kwasnik is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been associated with Bankers Life Securities, Inc. since 2016 and ProEquities, Inc. since 2012. In addition to his advisory role, Kwasnik serves as a unit field trainer and agent for Bankers Life & Casualty, focusing on insurance products for the senior market. 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, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.
Andrew P
Series 66
Westerville, OH
Bankers Life Advisory Services, Inc.
Andrew Pleune is a Series 66 credentialed advisor with six years of industry experience, currently affiliated with Bankers Life Advisory Services, Inc. He has a background spanning various roles within Bankers Life, including positions at Bankers Life Securities and Bankers Life & Casualty, as well as earlier work with Coca-Cola Bottling Co. Consolidated. Outside of his advisory role, he serves as secretary for AmSpirit Business Connections, a professional networking group. 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 mix of fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients' goals and risk profiles.
Clara B
Series 66
Westerville, OH
Bankers Life Advisory Services, Inc.
Clara Bope is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc. She has been with Bankers Life and its affiliated entities since 2020. Her prior experience includes roles in the food and beverage industry as well as at Capital University. 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 consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios, offering both wrap and non-wrap programs and collaborating with outside managers when appropriate.
Micah M
Series 66, Series 65
Westerville, OH
Bankers Life Advisory Services, Inc.
Micah Mork is a financial advisor with Bankers Life Advisory Services, Inc. in Westerville, OH, holding Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Bankers Life, he was involved in livestock and trucking businesses and currently works as an agent for Bankers Life and Casualty, assisting clients with Medicare, life insurance, and retirement income planning. He also held ownership interests in Martin D Yoder Livestock and Trucking, which were sold in 2021. 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 a range of securities with periodic rebalancing and performance reviews.
Latosha B
Series 66
Westerville, OH
Bankers Life Advisory Services, Inc.
Latosha Brown is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. She holds a Series 66 designation and previously worked for the Columbus City Attorney's Office for nine years. Brown is also a licensed insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. 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 combines fundamental, technical, and cyclical analysis methods to create tailored portfolios and offers both wrap and non-wrap programs with access to a range of securities and outside managers.
Sean M
Series 66
Westerville, OH
Bankers Life Advisory Services, Inc.
Sean Murphy is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his advisory role, he has worked in various positions at Bankers Life entities since 2023 and owns a consulting business that performs vehicle inspections and provides warranty consultation. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and non-ERISA retirement plan consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis.
Gregory B
Series 66
Westerville, OH
Bankers Life Advisory Services, Inc.
Gregory Beavers is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and two years of industry experience. He has been associated with Bankers Life and its affiliates since 2007, including roles at Bankers Life Securities, Inc. In addition to his advisory work, he is an insurance agent authorized to offer Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.
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