Homewood, AL Office

William Miller is a Series 66 registered advisor with Ameritas Advisory Services, LLC. He has been with Ameritas and its affiliates since 2026. Prior to this, he worked at Nowlin & Associates and has experience in educational roles at Samford University and Caldwell Academy. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm uses a platform approach combining in-house model portfolios, third-party managers, and integration with Ameritas affiliates to offer a variety of discretionary and non-discretionary investment programs.

John Pelham is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 41 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 financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Justin Craft is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at various Ameritas affiliates since 2003 and was previously with The Ascent Group, LLC. Outside of his advisory role, he is involved as an independent insurance agent and has longstanding entrepreneurial interests through Craft Enterprises/The Blaze. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutions. The firm utilizes a combination of in-house and third-party investment solutions and offers both discretionary and non-discretionary programs across a range of client types.

Zachary Sims is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Ameritas entities since 2022 and has been involved with Nowlin and Associates Wealth Management and ARC Realty since 2019. Outside of advisory work, Sims is engaged in real estate through ownership and agency roles. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs, utilizing a combination of in-house and third-party portfolios and technology platforms.

Jeffrey Allen is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at firms including Raymond James & Associates and The Ascent Group, and currently serves clients through Ameritas and Nowlin and Associates, where he is involved in wealth management, financial planning, and estate planning. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Chad Moseley is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameritas Advisory Services since 2023 and has prior experience with The Ascent Group, Ameritas Life Insurance Corp, Ameritas Investment Corp., and Nowlin and Associates. Outside of his advisory role, he is a joint owner of an exercise studio in Birmingham, Alabama. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a particular focus on plan sponsors and participants.

Sean Fleming is a Series 65-registered financial advisor with eight years of industry experience, currently with Ameritas Advisory Services, LLC. Prior to joining Ameritas, he worked with Freedom Financial Group and AE Wealth Management. Fleming is also involved with Nowlin & Associates, where he provides life insurance and annuities as part of comprehensive financial planning. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm employs a platform approach combining in-house model portfolios, third-party managers, and integrated solutions with Ameritas affiliates.

James Lowe is a financial advisor at Ameritas Advisory Services, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at several related firms, including Ameritas Investment Corp and Nowlin and Associates, where he has been involved since 2011. In addition to his advisory work, he is a partner at Unlimited, LLC, where he educates individuals on the uses and benefits of whole life insurance contracts. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services through model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary account management.

Jonathan Walker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Ameritas Investment Corp. and Nowlin and Associates since 2000, and with Ameritas Advisory Services since 2023. In addition to his advisory role, he is a licensed independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, fiduciary retirement-plan advice, and utilizes model portfolios, third-party sub-advisers, and custom strategies.