New Bern, NC Office

Michelle Neuhalfen is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has six years of industry experience. Michelle has been with Bankers Life Securities since 2019 and Bankers Life & Casualty since 2016, where she also serves as a Unit Sales Manager recruiting and training insurance agents. 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 to create tailored asset allocations and portfolio management strategies.

Alberto Rivera is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 licenses and six years of industry experience. He has worked in various roles within Bankers Life and its affiliated entities since 2018, following 13 years of self-employment. Rivera is also appointed as an agent with KFA through Bankers Life, allowing him to write business for Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass‑affluent and high‑net‑worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a blend of fundamental, technical, and cyclical analysis to create customized asset allocations, operating under the parent company CNO Financial Group and often working with affiliated broker-dealer and insurance entities.