Bankers Life Advisory Services, Inc.

Zachary Metrovich is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked at Marc Joseph New York and held positions at Pelicans Nest Golf Club and Fiddlesticks Country Club. In addition to advising, he serves as a unit field trainer for Bankers Life & Casualty, focusing on recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Albert Preniqi is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has worked with Bankers Life Securities, Inc. since 2016 and with Bankers Life & Casualty, Inc. since 2013, where he also serves as a Unit Sales Manager responsible for hiring and training agents. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals, risk tolerances, and time horizons.

Hayley Brugos is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 credentials and has three years of industry experience. Her prior work includes roles at Bankers Life Securities and Bankers Life & Casualty, Inc., as well as experience at Express Employment Professional and Value Capture LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Michael Shoemaker is a financial advisor with Bankers Life Advisory Services, Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with Bankers Life and its affiliated entities since 2005. In addition to his advisory role, Shoemaker works as a unit sales manager and insurance agent, focusing on insurance sales and recruiting within the firm. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies and offers both wrap and non-wrap programs.

Peter Mc Elmeel is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 designations and two years of industry experience. Prior to joining the advisory services, he worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., and earlier spent five years at Hy-Vee. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm combines fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Eric Kumar is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining the firm, he served four years in the United States Army and worked at Eastern University. Kumar is also a field manager who recruits and trains insurance agents and assists clients approaching retirement with goal planning and recommendations. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals, risk tolerances, and time horizons.

Hammish Philip is a financial advisor with Bankers Life Advisory Services, Inc. He holds the CFP® and ChFC® designations and has 12 years of industry experience. His career includes roles at Bankers Life Securities, Inc. and Sunshine Investment and Insurance Services, LLC. Outside of his advisory work, he operates a farm in St. Lucia where he cultivates fruits, vegetables, and cattle, and also offers touristic accommodations with related transportation services on the island. Bankers Life Advisory Services, Inc. is an SEC-registered adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with periodic reviews.

William Zellers is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Bankers Life Advisory, he worked at Bankers Life Securities, Inc., Bankers Life & Casualty, Home Insurance Agency, and Masterbrand Cabinets. Outside of his advisory role, he is also an insurance agent specializing in Medicare, Long Term Care, and Life Insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with services including discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and manages portfolios across a broad range of securities, leveraging its affiliation with CNO Financial Group and related affiliates.

Seth Smith is a financial advisor with Bankers Life Advisory Services, Inc. in Greenville, SC, holding Series 63 and 66 designations and three years of industry experience. Prior to joining Bankers Life, he worked at Fidelity Investments for four years. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Naranchimeg Mijid is a financial advisor at Bankers Life Advisory Services, Inc. with over four years of industry experience. She holds a Series 66 designation and has worked in various roles within Bankers Life subsidiaries since 2020. In addition to her advisory role, she is a licensed insurance sales associate specializing in Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management aligned with clients’ goals and risk profiles.

Jennifer Greenleaf is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 designations and six years of industry experience. She has worked with Bankers Life and its affiliates since 2009, including roles in advisory services and securities. In addition to her advisory work, Greenleaf serves as a Unit Field Trainer recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.

Arthur Lamborn is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc., based in Pittsford, NY, with one year of industry experience. His prior experience includes over four decades at AH Lamborn and related entities. He is also an insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Jacob Coleman is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and two years of industry experience. Before joining Bankers Life Advisory, he worked with Bankers Life Securities and Bankers Life & Casualty. Outside of advisory services, he acts as an insurance agent, assisting clients with life insurance, Medicare, Medicaid, and long-term care products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, combining fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals and risk tolerances.

Steven Josephson is a financial advisor at Bankers Life Advisory Services, Inc. in Chicago, IL, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bankers Life Advisory Services and Bankers Life Securities since 2017, following a 12-year tenure at Harris Investor Services, Inc. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Joshua Hofbauer is a financial advisor at Bankers Life Advisory Services, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Bankers Life and its related entities since 1999, currently serving as a Regional Director managing branch managers. Outside of his advisory role, he is involved in farming, raising a herd of 300 buffalo, and is a silent partner in a healthy eating fast food restaurant. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.