Watertown, NY Office

Hayden Freeman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 10 years of industry experience. He has worked with several Ameritas affiliates and related firms, including United Professional Benefits, United Wealth Advisors Group, and Ameritas Investment Corp. His activities include retirement and estate education planning, as well as life insurance needs analysis. 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, and retirement plan advisory through a variety of model portfolios, mutual funds, ETFs, and individual securities, leveraging both proprietary and third-party platforms.

Neil Freeman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 42 years of industry experience. He has worked with multiple affiliated entities, including United Professional Benefits, United Wealth Advisors Group, LLC, and Ameritas Investment Corp., with roles spanning financial advising and chief operating officer responsibilities. Freeman is also licensed as an independent insurance agent, providing fixed insurance products and health insurance services through affiliated firms. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, and charitable organizations. The firm utilizes a range of investment vehicles and program platforms, supported by third-party technology and managers, and operates within a mutual holding company structure that includes multiple financial services affiliates.

Kim Allen is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 38 years of industry experience, with roles at several firms including United Professional Advisors LLC and United Wealth Advisor Group. Outside of his advisory work, he is involved in managing operations and providing insurance and employee benefits through multiple affiliated business ventures. 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 across discretionary and non-discretionary programs and utilizes multiple platforms and third-party resources to build customized client portfolios.

Arnold Pechler III is a CFP® with 43 years of experience in financial advising, currently with Ameritas Advisory Services, LLC. His prior roles include positions at Sage Financial Planning and Sage Income Protection, as well as longstanding involvement with United Wealth Advisor Group and Ameritas-affiliated companies. He is also a licensed independent insurance agent engaged in recruiting, training, and insurance sales 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. The firm offers broad asset management and financial planning services using model portfolios, mutual funds, ETFs, and customized solutions, supported by multiple program platforms and third-party technology.

Coltan Goodwine is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. He has been affiliated with Ameritas and related entities since 2020 and currently also works with United Wealth Advisors Group. His background includes roles in investment and financial planning, as well as paraplanning responsibilities. 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 portfolio management strategies using model portfolios, mutual funds, ETFs, interval funds, and individual securities, supported by multiple program platforms and third-party technology providers.

Daniel Miles is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 20 years of industry experience. He has held roles at Ameritas and its affiliates since 2017 and is the owner of Miles Ahead Financial Planning and Miles Ahead Wealth Management. Outside of his advisory work, he coordinates adult summer soccer leagues and operates a travel agency specializing in group tours. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse clientele, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs model portfolios, mutual funds, ETFs, and individual securities across various program platforms, and is part of a mutual holding company with broker-dealer and insurance affiliates.