Waltham, MA Office

Karthik Rao is a financial advisor at Bankers Life Advisory Services, Inc. with eight years of industry experience. He holds a Series 66 designation and has been affiliated with Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2014. In addition to his advisory role, Rao recruits and trains insurance agents as a Unit Field Trainer for Bankers Life & Casualty. 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, ongoing investment management, and integrates fundamental, technical, and cyclical analysis to guide portfolio decisions.

Charles Wheeler is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has eight years of industry experience. He has been associated with Bankers Life Securities Inc. since 2017 and with Bankers Life & Casualty since 2011, where he also works as an insurance agent. 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 focuses on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis to guide investment decisions.

Francis Burgoyne II is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 designations and has 16 years of industry experience. He has been associated with Bankers Life Securities, Inc. since 2016 and with Bankers Life and Casualty since 1995. In addition to his advisory role, Burgoyne also trains and manages insurance agents through his position as a Unit Field Trainer at Bankers Life and Casualty. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary and non-discretionary portfolio management as well as retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across a variety of securities.

Marykate Taylor is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 designations and having 11 years of industry experience. She has worked with Bankers Life and its affiliates since 2008, including roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where she serves as an insurance agent and unit field trainer. 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 portfolio management to client goals and risk tolerances.

Kelly Hoehmann is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and five years of industry experience. She has worked at Bankers Life Securities since 2020 and Bankers Life and Casualty since 2018. Outside of advisory work, she serves as a Unit Field Trainer, 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, non-discretionary consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across various securities, while being part of the CNO Financial Group family.

Russell Dolan is a financial advisor with Bankers Life Advisory Services, Inc. in Waltham, MA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Bankers Life Securities, Inc. since 2016 and with Bankers Life & Casualty since 1999. Outside of his advisory work, he is an equity owner in a winery, Napa Custom Crush LLC d/b/a The Caves at Soda Canyon. 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 focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio management.

Michael Mc Gibbon is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc., based in Waltham, MA. He has six years of industry experience and has been associated with Bankers Life Securities, Inc. and Bankers Life Insurance Co. since 2013. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals. The firm uses a combination of fundamental, technical, and cyclical analysis to provide tailored portfolio management and consulting services, primarily focusing on individual clients and retirement plan participants.