San Ramon, CA 2000 Crow Canyon Place Office

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.

David Zook is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 16 years of industry experience. He has been associated with Ameritas in various capacities since 2010 and operates an independent insurance agency through David White & Associates, selling 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, offering asset management, financial planning, and retirement plan advisory across multiple program platforms.

Bradley Tarter is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Ameritas in various capacities since 2006 and is also a senior partner at David White & Associates, where he is 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 combines model portfolios, mutual funds, ETFs, and individual securities while leveraging multiple program platforms and third-party technology to offer a range of discretionary and non-discretionary investment solutions.

Matthew Dolan is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63, 65, and 66 licenses and 28 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been affiliated with Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2006. In addition to his advisory role, he is a licensed insurance agent at David White & Associates, where he has also been active since 2003. 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 model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology, to tailor investment solutions for its clients.

Christopher Benz is a financial advisor with Ameritas Advisory Services, LLC in San Ramon, CA, holding a Series 66 designation and two years of industry experience. He has worked at Ameritas Investment Company, LLC and David White & Associates, where he is also involved in insurance-related activities. Additionally, he has seven years of experience with Elite Aesthetics Consulting Co and two years with Kid Lingual English School. 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 products and program platforms while leveraging third-party technology and managing potential conflicts through its mutual holding company corporate structure.

Dennis Culver is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has been with Ameritas since 2021 and has prior experience at firms including Insight Wealth Strategies, Lincoln Financial Advisors, and Ameriprise Financial Services. In addition to his advisory role, he has worked as a reporter for Bay City News since 2014. 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 multiple program platforms.

Maxwell Michels is a Series 66-licensed advisor with Ameritas Advisory Services, LLC and has two years of industry experience. He is also associated with David White & Associates, where he holds a role involving insurance-related activities. 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 financial planning solutions with access to multiple program platforms and third-party technology.

John Perlite is a financial advisor at Ameritas Advisory Services, LLC with Series 65 and Series 63 registrations and two years of industry experience. He previously worked at Merrill Lynch, HSBC, and First Republic Bank and is also involved with David White & Associates, focusing on financial planning. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, utilizing a range of model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

Matthew Halick is a financial advisor with Ameritas Advisory Services, LLC in San Ramon, CA, holding Series 63 and Series 65 licenses and having eight years of industry experience. His career includes roles at Ameritas Investment Corp, Ameritas Life Insurance Corp, Garaventa Accountancy Corporation, and David White & Associates. Outside of financial advising, he serves as Treasurer of the Sacramento Safari Club, a chapter involved in environmental conservation. 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 mix of model portfolios, mutual funds, ETFs, and other securities across multiple program platforms while leveraging third-party technology and managers.

John Estes is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameritas, he was involved in various roles including ownership of an airport transportation business and officiating as a basketball referee for over a decade. He also works with David White & Associates in a financial professional capacity. 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 offers a range of asset management and consulting services through multiple program platforms, utilizing a combination of model portfolios, mutual funds, ETFs, and individual securities.

Brendan Halick is a financial advisor with Ameritas Advisory Services, LLC in San Ramon, CA, holding Series 63 and Series 66 licenses with nine years of industry experience. He has worked at firms including HSBC Bank USA NA and Lending Club. He also supports senior partners as an associate advisor at David White & Associates and assists with client reviews through Barto Lucas. 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 program platforms, combining firm-developed and third-party models with various securities to tailor portfolios.

Aaron Hunter is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 credential and based in San Ramon, CA. He has been in the financial services industry since 2014, including prior roles at Sterck Kulick Oneil and founding Hunter Tax Associates, Inc. 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 strategies and platforms, incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by both in-house and third-party resources.

David Lucas is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Ameritas entities since 2006 and maintains multiple business activities, including insurance sales and group insurance brokerage through his roles at BartoLucas LLC and Barto/Lucas Insurance & Financial Services. Lucas is involved in providing support for a medical program offering resources such as genetic testing and nurse advocacy. Ameritas Advisory Services, LLC serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment advisory and planning services, utilizing model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary platforms.

Scott Pence is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with Ameritas Investment Corp., Ameritas Life Insurance Corp., and David White & Associates since 2008. Pence 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 various asset management and financial planning services and employs model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.