Louisville, KY Office

Bradley Martin is a financial advisor with Bankers Life Advisory Services, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and having four years of advisory experience. He has been with Bankers Life Advisory Services since 2021 and has worked with Bankers Life & Casualty, Inc. since 2004. In addition to his advisory role, he manages a team of agents involved in insurance sales and is responsible for their hiring and training. 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 process.

Kyle Elliott is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation. He has been associated with Bankers Life and its affiliated entities since 2005, serving as a 1099 agent involved in Medicare Supplement, annuity, life insurance, health, and long-term care 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’s investment approach emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio management.

Adam Sattler is a financial advisor with Bankers Life Advisory Services, Inc. in Louisville, KY. He holds the Series 63 and Series 65 designations and has five years of industry experience. His work history includes roles with Bankers Life Advisory, Bankers Life Securities, Inc., and Bankers Life & Casualty, Inc. 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 uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Christina Kaiser is a financial advisor with Bankers Life Advisory Services, Inc. based in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Her career history includes roles at Northwestern Mutual and The Legacy Benefits Group. She serves as president of the nonprofit Women Who Wine for a Cause in Louisville. 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 fundamental, technical, and cyclical analyses to tailor asset allocations and portfolio management aligned with client goals and risk tolerances.

Darek Mitchell is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been with the Bankers Life companies since 2022. Prior to his advisory role, he worked in the restaurant industry and attended Indiana University for full-time education. 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 ongoing portfolio management using a combination of fundamental, technical, and cyclical analysis.

Alex Didat is a financial advisor with Bankers Life Advisory Services, Inc. in Louisville, KY, holding Series 63 and Series 65 designations and two years of industry experience. He has been associated with Bankers Life Securities since 2024 and Bankers Life & Casualty since 2016. Bankers Life Advisory Services, Inc. is an SEC-registered investment 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 ongoing reviews and rebalancing.

Yennie Chu is a financial advisor with Bankers Life Advisory Services, Inc. and holds a Series 66 designation. She has been with the Bankers Life group since 2024, including experience at Bankers Life Advisory and affiliated entities. Prior to joining the financial services industry, she worked at Stoney River Steakhouse & Grill for five years. Bankers Life Advisory Services, Inc. is an SEC-registered adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.