Exeter, CA SE St Office

Brenna Bonillas is a financial advisor at Ameritas Advisory Services, LLC with three years of industry experience and holds a Series 66 designation. Her prior roles include positions at LPL Financial LLC, Southern Oregon University, and various firms within the Ameritas and Harvest Wealth Group networks. She is also involved with First Sierra Insurance Services, where she provides Medicare review and application assistance. 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 variety of portfolios and investment products, incorporating both firm-developed and third-party models, and maintains a corporate structure that includes affiliated broker-dealer and insurance entities.

James Shaffer is a financial advisor at Ameritas Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Allstate Insurance Co. and Genworth Life Insurance Co. Outside of advisory roles, he occasionally services legacy insurance business for Allstate and Genworth. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, utilizing a range of investment products and program platforms supported by both firm-developed and third-party models.

David Ediger is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at firms such as Eagle Strategies (NY Life) and Principal Financial Services. Outside of his advisory work, he serves as president of Bendicion A Las Naciones, Inc., a nonprofit organization focused on leadership and family values conferences. 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 portfolio management options that include model portfolios, mutual funds, ETFs, and custom strategies, supported by multiple program platforms and third-party technology.

Elizabeth Jacques is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and eight years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Morgan Stanley Private Bank. Outside of finance, she owns and operates Elizabeth Jacques Photography, a business active since 2018. 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 investment programs utilizing model portfolios, mutual funds, ETFs, and individualized strategies, supported by multiple platforms and third-party technology.

Eric Stevens is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently with Ameritas Advisory Services, LLC and also holds roles with Harvest Wealth Group and Canvas Financial. Stevens is licensed as an independent insurance agent to sell fixed insurance products and supports primary advisor Garrett German in financial planning and client servicing. 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 employs a range of investment approaches using model portfolios, mutual funds, ETFs, interval funds, and individual securities across discretionary and non-discretionary programs.

Philip Slater is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at firms including Merrill, Bank of America, JP Morgan Chase Bank, and Harvest Wealth Group. 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 various discretionary and non-discretionary programs with a wide range of investment options.

David Biggs is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and one year of industry experience. His previous roles include positions at Bank of America, Merrill, and Northwestern Mutual Wealth Management Company. Outside of finance, he has worked in retail management at Lowes, assisting with reorganizing departments and customer service. 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 asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Garrett German is a financial advisor with Ameritas Advisory Services, LLC in Exeter, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with several firms including Harvest Wealth Group, Canvas Financial, and 20/20 Capital Management. Outside of advisory work, he owns and manages a coin-operated car wash, operates a small orange farm, and directs a family foundation involved in missionary work internationally. 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 employs a variety of investment approaches, including model portfolios, mutual funds, ETFs, and individual securities, and incorporates multiple program platforms and third-party technology to deliver tailored portfolio management.