Homewood, AL Office

William Miller is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has one year of industry experience, having worked at Ameritas Advisory Services and Ameritas Investment Company since 2026, as well as Nowlin & Associates. Before entering the financial industry, he spent several years in education at Samford University and Caldwell Academy. 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 asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing a variety of investment platforms and strategies supported by an affiliated holding company structure.

John Pelham is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Pelham Financial LLC, The Ascent Group, and Ameritas Investment Corp., among others. He also presents educational seminars and teaches the CFP curriculum through Pelham Financial 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 a range of asset management and consulting solutions across multiple program platforms.

Justin Craft is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and 65 licenses. He has 28 years of industry experience, with a background that includes multiple roles within Ameritas-affiliated companies since 2003 and ownership in an independent insurance agency. Outside of financial services, he manages an independent insurance agency. 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 portfolio construction tools and program platforms, offering asset management, financial planning, and retirement plan advisory services.

Zachary Sims is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He has been affiliated with Ameritas Investment Company, LLC since 2022 and Nowlin and Associates Wealth Management since 2019. Outside of advising, Sims is involved in real estate through ownership interests in Cunningham Griffin LLC and as an agent with ARC Realty. 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 uses a range of investment strategies and platforms, incorporating both firm-developed and third-party model portfolios, mutual funds, ETFs, and individual securities.

Jeffrey Allen is a financial advisor at Ameritas Advisory Services, LLC with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Raymond James & Associates and Morgan Keegan & Company, LLC. In addition to his advisory role, he is involved in wealth management and financial planning through Nowlin and Associates. Ameritas Advisory Services 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 variety of investment products and model portfolios while offering customized portfolio management and a broad range of financial services.

Chad Moseley is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has 24 years of industry experience, including roles at Ameritas Life Insurance Corp, Ameritas Investment Corp., The Ascent Group, and Nowlin and Associates. Moseley is also a joint owner of an exercise studio in Birmingham, Alabama. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, and retirement plans. The firm utilizes a range of investment options and program platforms to build customized portfolios while managing operational practices to enhance cost efficiency.

Sean Fleming is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 license and bringing nine years of industry experience. He has worked at Freedom Financial Group and AE Wealth Management, LLC, and currently maintains a role at Nowlin & Associates, where he provides insurance solutions including fixed and indexed life insurance and annuities as part of comprehensive financial planning. 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 investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to tailor portfolios to client needs.

James Lowe is a financial advisor at Ameritas Advisory Services, LLC with 13 years of industry experience. He holds the Series 66 designation and has held roles at Ameritas Investment Corp since 2013 and Ameritas Life Insurance since 2011. In addition to his advisory work, he is a partner at Unlimit, LLC, where he focuses on educating individuals about the uses and benefits of whole life insurance contracts. 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 asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Jonathan Walker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked with Ameritas Investment Corp. and Ameritas Life Insurance Corp. since 2000 and was previously with The Ascent Group. In addition to his advisory role, he is licensed as an independent insurance agent to sell fixed insurance products through Nowlin and Associates. 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 strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to tailor solutions for clients.