Flagstaff, AZ Office

William Morrison Jr. is a ChFC® with 45 years of experience in the financial services industry. He is currently with Ameritas Advisory Services, LLC and has been associated with Ameritas Investment Corp. since 1997 and owns Benefit & Financial Strategies LLC, where he is licensed as an independent insurance agent selling fixed insurance products. Morrison also serves as managing partner of 510 N Humphreys LLC, a single-asset LLC that houses his insurance and investment operations. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Corey Raths is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with Ameritas Advisory Services, LLC and has previously worked with Raymond James and Merrill. In addition to his advisory role, he serves as an assistant professor of finance at Northern Arizona University. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients, utilizing multiple managed account programs and third-party consulting support.

Tayton Bair is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. He has been affiliated with Ameritas Advisory Services and related entities since 2023 and is also involved with Benefit and Financial Strategies. Outside of advising, he has worked in roles connected to Flyrs and Fat Olives since 2021. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and life insurance subaccounts, supported by both discretionary and non-discretionary advisory relationships.

Michael Sherwood is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Ameritas Investment Corp since 2003 and has operated Benefit & Financial Strategies since 2002. Outside of his advisory role, Sherwood is a licensed independent insurance agent and serves as a referring agent for a Christian cost-sharing health program. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management solutions, supported by an Investment Committee and third-party partners, with services delivered on discretionary and non-discretionary bases.

James Straight is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. He has 18 years of industry experience, including roles at Ameritas Investment Corp since 2008 and Benefit and Financial Strategies since 2010. He is also a licensed independent insurance agent authorized to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, utilizing risk questionnaires, model portfolios, and third-party support in portfolio construction and oversight.

Andy Phillips is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked at multiple firms including Arizona Federal Credit Union and Young and Associates, Inc., and owns a commercial photography business, Great Outdoor Photography. He also operates APConsultingNow LLC, providing commercial loan underwriting services. Ameritas Advisory Services, LLC delivers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and integrates multiple custodial platforms with third-party tools to support portfolio construction and management.