Ameritas Advisory Services, LLC

Elizabeth “Liz” Daffner founded Diligence Wealth Management with a simple idea: financial planning should be about more than accumulating money. It should help you build a life you actually want to live. Working in financial services since 2010, Liz has built an intentionally small, personal practice serving clients in Roseville, California, the greater Sacramento area, and beyond. Her clients work directly with her, not a revolving team of advisors, because she believes some of life’s biggest financial decisions deserve a relationship with someone who actually knows your story. Liz specializes in retirement planning and wealth management, including investment management, retirement income strategies, Social Security planning, Roth conversions, and tax-aware financial planning. She also helps people navigate the moments when life suddenly changes the financial plan: retirement, divorce, the loss of a spouse, or receiving an inheritance. Her philosophy is practical: money is a tool, not the finish line. A good financial plan should give you the confidence to make smart decisions while still enjoying the life you worked so hard to build. That philosophy carries into Liz’s own life. When she isn’t working with clients, you’re more likely to find her on the back of a horse, riding a motorcycle, traveling, or chasing the next adventure. She believes a successful financial life isn’t just measured by what you leave behind. It’s also measured by what you get to experience along the way.

Mark Saferstein is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience and has been affiliated with Ameritas firms and Central Financial Services since 2002. Saferstein is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions utilizing both proprietary and third-party model portfolios, mutual funds, ETFs, and individual securities.

Damon Tomeo is a ChFC® and Series 66-licensed financial advisor with five years of industry experience. He is currently affiliated with Ameritas Advisory Services, LLC and National Financial Group. Prior to his financial services career, he worked at Knox College for seven years. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management, financial planning, and retirement plan advisory solutions.

Michael Shoemaker is a financial advisor with Ameritas Advisory Services, LLC in Lincoln, NE, holding Series 63 and Series 65 credentials and having 39 years of industry experience. He has worked at Ameritas Investment Corp. since 1998 and was previously with Abbott Shoemaker Financial, LLC. Outside of his advisory role, he is involved in personal investments focused on vintage cars and lifestyle-related opportunities such as restaurants and bars through VELOCIDAD, LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services including asset management, financial planning, and retirement plan advisory, utilizing multiple program platforms and a variety of investment vehicles.

Kevin O'Brien is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. He has previously worked with Edward Jones and has been affiliated with Acacia Financial Group and Ameritas Life Insurance Corp. since 2010. Outside of his advisory role, he serves as treasurer on the board of directors for the Rummel Alumni Association and is vice president of a local athletic and social club. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and sub-advisers across various program platforms.

Ross Brenner is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 designation and 15 years of industry experience. His prior roles include positions at Valic Financial Advisors and Guardian Life. He is also involved as a partner in Arrow Wealth, focusing on marketing and business planning. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Hayden Freeman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and nine years of industry experience. He has worked with several related entities since 2016, including Ameritas Life Insurance Corp and United Wealth Advisors Group, focusing on retirement planning, estate planning, and insurance services. Freeman is also involved in providing financial education and assisting clients with rollovers and life insurance needs. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of portfolio strategies combining model portfolios, mutual funds, ETFs, and individual securities while utilizing third-party managers and technology platforms.

Jennifer Buzzeo is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 21 years of industry experience. Her prior work includes roles at Merrill and UBS Financial Services, as well as ongoing engagements with several affiliated firms within the Ameritas network. She also serves as Vice President of the Financial Planning Division at United Wealth Advisors Group LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes various program platforms and investment options, including model portfolios, mutual funds, ETFs, and interval funds, supported by multiple third-party technology and manager partnerships.

Christopher Riel is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked with multiple firms, including Golden Gate Wealth and Tax Partners and Riel Financial, where he provides financial planning services. Outside of advisory roles, he is a licensed independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities, while maintaining affiliations with broker-dealer and insurance entities.

Scotty Hendricks Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His career includes roles at NYLIFE Securities LLC, New York Life Insurance Co., and Eagle Strategies LLC. Outside of his advisory work, he is involved in community activities such as serving on multiple nonprofit boards, coaching youth sports, authoring a financial education book, and participating as a Germantown Board of Education commissioner. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers diversified portfolio management through various program platforms, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by affiliated broker-dealer and insurance entities.

Bryan Thompson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He also serves as CEO of Thompson Financial Group, where he oversees financial services and payroll processing. Bryan’s prior experience includes roles at Ameritas Life Insurance Corp and Ameritas Investment Company, LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a broad range of solutions such as asset management, financial planning, and retirement plan advisory, utilizing various program platforms and investment vehicles.

David Small is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 36 years of industry experience. He has worked with Ameritas in various capacities since 2003 and was previously associated with The Advisors Group, Inc. Outside of his advisory role, he is a licensed independent insurance agent and jointly owns a vacation rental property in the Dominican Republic with his wife. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Michael Hipson is a financial advisor with Ameritas Advisory Services, LLC in Houston, TX. He holds Series 63 and Series 65 designations and has 31 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has longstanding roles with affiliated Ameritas companies dating back to 2012. In addition to his advisory work, he is president of Hipson Benefits LLC, a company that sells health, dental, life, and ancillary insurance products to small businesses. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment options and platforms, combining firm-developed and third-party models, mutual funds, ETFs, and individual securities, supported by an affiliated insurance and broker-dealer structure.

Anna Pulgiano is a financial advisor at Ameritas Advisory Services, LLC with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Ameritas and related affiliates since 2015, including roles at Union Benefit Planners and Group Benefits & Administration. She is also involved with Acrisure, the parent company of Union Benefit Planners and Group Benefits & Administration, where she serves as an agent. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of solutions including asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing various model portfolios, mutual funds, ETFs, and individual securities.

Greggory Glass is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, based in Overland Park, KS, with 13 years of industry experience. He has worked at Ameritas Investment Corp since 2013 and joined Ameritas Advisory Services in 2021. Glass is also an employee of Walla Street Wealth Management, Inc., where he provides financial planning, investment management, and risk management services to individuals and businesses. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of model portfolios, mutual funds, ETFs, and individual securities, and incorporates third-party technology and managers to provide customizable investment solutions.