Concord, NH Office

Todd O'Connell is a financial advisor with Bankers Life Advisory Services, Inc. in Concord, NH, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Bankers Life Advisory Services and its affiliated entities since 2016 and has worked in insurance sales and management at Bankers Life and Casualty since 1998. He also manages and trains insurance agents in addition to his advisory role. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to develop tailored investment strategies and offers access to various securities through both wrap and non-wrap programs.

Kevin Bishop is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 designations and 11 years of industry experience. He has been affiliated with Bankers Life and its related entities since 2004. 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 a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.

Zenaida Blanchard is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Bankers Life, she worked in various roles including positions at Hypertherm Associates and Dartmouth-Hitchcock Medical Center. She also serves as an insurance agent with Bankers Life and Casualty, focusing on life insurance, long-term care, and annuity products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis. The firm integrates investment advisory with affiliated broker-dealer and insurance services, concentrating on individual clients rather than institutional or charitable organizations.

Bruce Adams Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been affiliated with Bankers Life entities since 1997, including roles at Bankers Life Securities, Inc. and Bankers Life and Casualty, Inc. Outside of advising, he assists with maintenance tasks related to rental properties owned jointly with his wife. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies, working with a variety of securities and offering ongoing portfolio management aligned with clients’ goals.

Tucker Twardosky is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he has served as a hockey official with Seacoast Hockey Officials since 2024 and has been involved in the restaurant business with Dw Diner since 2022. 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 employs a combination of fundamental, technical, and cyclical analysis methods to develop customized asset allocations and portfolio management aligned with client goals and risk tolerances.

Rebecca Murzin is a financial advisor with Bankers Life Advisory Services, Inc. in Concord, NH, holding Series 65 and Series 63 licenses and four years of industry experience. She has been associated with various Bankers Life entities since 2019 and was previously owner of Fish Tails Bait and Tackle, a retail business. Additionally, she serves as a Unit Field Trainer at Bankers Life & Casualty, Inc., 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, investment consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analyses to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.