Erie, PA Office

John Bamberger is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with Bankers Life Advisory Services since 2016 and has also worked with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. His outside activities include work as an insurance agent focusing on fixed insurance and annuity products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analysis to tailor asset allocations and provides both wrap and non-wrap programs with a range of investment options.

Richele Miller is a financial advisor with Bankers Life Advisory Services, Inc. and holds a Series 66 designation. She has eight years of industry experience, including roles at Bankers Life Securities since 2018 and Bankers Life & Casualty since 2016. In addition to her advisory duties, she manages a team of agents and is involved in hiring and training within the insurance sales sector. 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 methods to tailor asset allocations and portfolio management to client goals and risk profiles.

Lorraine Frownfelter is a financial advisor with Bankers Life Advisory Services, Inc. in Erie, PA, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. She has worked with Bankers Life and its affiliated entities since 2013. Outside of advising, she serves as a unit field trainer and insurance agent, recruiting and training insurance agents for Bankers Life and Casualty and Bankers Conseco Life Insurance Company. 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 consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios according to clients’ goals and risk tolerances.

Mark Inscho is a Series 66-licensed advisor with Bankers Life Advisory Services, Inc. in Erie, PA, where he has worked since 2025. He has prior experience with the Erie Downtown Development Corporation and local country clubs. Outside of his advisory role, he is also an insurance agent specializing in products for the senior market, including Medicare Supplement and annuity insurance. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients’ goals and risk tolerances.

Joseph Schaaf is a financial advisor with Bankers Life Advisory Services, Inc. in Erie, PA, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been affiliated with Bankers Life and its related entities since 1997 and currently serves as a Branch Sales Manager responsible for hiring and training agents in health, life, and annuity sales. 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 with integrated brokerage and insurance offerings.

Roberta Schaaf is a Series 66 credentialed advisor with Bankers Life Advisory Services, Inc., where she has worked since 2024. She has over two decades of experience with Bankers Life & Casualty, Inc., primarily as an insurance agent. Outside of her advisory role, she is currently serving as the executor for her late father's estate. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that 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 portfolios aligned with clients’ goals and risk tolerances.