Summerfield, NC Office

John Mazza is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with multiple Ameritas entities since 2016 and co-owns Summerfield Wealth Advisors LLC, a boutique firm offering personalized financial and retirement planning services. Beyond advisory work, Mazza serves as treasurer for Bsides Triad, a community-driven information security group, and is involved in film production as an executive producer. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a variety of discretionary and non-discretionary programs, integrating in-house and third-party portfolio management with a platform approach that includes co-advisory relationships and technology-enabled solutions.

Kyle Anderson is a financial advisor with Ameritas Advisory Services, LLC holding a Series 66 designation and two years of industry experience. Prior to his financial advisory roles, he worked at Honda Aircraft Company, LLC for eight years. He is also involved with Summerfield Wealth Advisors, where he assists with comprehensive planning, insurance, and financial strategy. 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.