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. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes positions at ProEquities Inc and Bankers Life Securities, Inc. In addition to his advisory role, he manages a team of agents at Bankers Life & Casualty, Inc., overseeing hiring and training and working with agents on insurance products including Medicare Supplement and annuities. 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 mix of fundamental and technical analysis in its investment approach.

Hayley Brugos is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and over six years of experience in the financial services industry. Her career includes roles at Bankers Life Securities and Bankers Life & Casualty, Inc., as well as prior positions at Express Employment Professional and Value Capture LLC. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals through discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations 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 15 years of industry experience. He has worked at Bankers Life Advisory Services since 2016 and previously spent six years with ProEquities, Inc. Shoemaker is also involved in insurance sales, training, and recruiting agents within Bankers Life. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio management.

Suneel Jaitly is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Principal Securities, Bank of America, Merrill, and New York Life. Outside of his advisory work, he serves on the board of a local homeowners association, focusing on irrigation system oversight. 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.

Peter Mc Elmeel is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses. He has been with the Bankers Life companies since 2020 and has prior work experience at Hy-Vee. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis for portfolio management.

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 his financial services career, he served four years in the United States Army. Kumar also recruits and trains insurance agents and provides retirement-related sales and service. Bankers Life Advisory Services, Inc. offers discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide security selection and portfolio management.

Hammish Philip is a CFP® and ChFC® with 11 years of experience, currently serving as a financial advisor at Bankers Life Advisory Services, Inc. He has worked with Bankers Life Securities, Inc. since 2016 and previously at ProEquities, Inc. from 2014 to 2016. Outside of his advisory role, he operates a farming enterprise in St. Lucia and offers touristic accommodation and transportation services at his vacation residence on the island. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to manage client portfolios.

William Zellers is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and working in the industry since 2024. Prior to joining Bankers Life, he was involved in the home insurance business and the cabinetry industry. 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. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and combines fundamental, technical, and cyclical analysis to guide investment decisions.

Naranchimeg Mijid is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and four years of industry experience. She has worked with multiple entities affiliated with Bankers Life since 2020 and previously held positions at Charter Oak Financial, Fairfax Data System, Journal Inquirer, Amazon, and Central Connecticut State University. In addition to her advisory role, she is appointed as an insurance sales associate with Bankers Life & Casualty, Inc., where she works with Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Jennifer Greenleaf is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. She has been with Bankers Life and its affiliated entities since 2009, currently serving as a Unit Field Trainer responsible for 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, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis. The firm emphasizes individual client service and integrates brokerage and insurance offerings through affiliated entities.

Arthur Lamborn is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and over 40 years of industry experience. His career includes extensive work as an independent advisor under AH Lamborn from 1980 to 2024 before joining Bankers Life and its affiliated entities. He is also a licensed insurance agent authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Jacob Coleman is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Bankers Life Advisory, he worked with Bankers Life Securities and Bankers Life & Casualty. Outside of advisory services, he is also an insurance agent for Bankers Life and Casualty Company, assisting clients with life insurance, Medicare, Medicaid, and long-term care planning. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a mix of fundamental and technical analysis to guide portfolio management.

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.