West Palm Beach, FL Forum Place Office

Hammish Philip is a financial advisor with Bankers Life Advisory Services, Inc. He holds the CFP® and ChFC® designations and has 12 years of industry experience. His career includes roles at Bankers Life Securities, Inc. and Sunshine Investment and Insurance Services, LLC. Outside of his advisory work, he operates a farm in St. Lucia where he cultivates fruits, vegetables, and cattle, and also offers touristic accommodations with related transportation services on the island. Bankers Life Advisory Services, Inc. is an SEC-registered 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 periodic reviews.

Anthony Alvarez is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has 11 years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has worked with affiliated entities since 2004. In addition to his advisory role, Alvarez is an insurance agent for Bankers Life. 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 in their investment approach.

Sarah Mueller is a financial advisor with Bankers Life Advisory Services, Inc. and holds a Series 65 license. She has eight years of industry experience and has worked primarily within the Bankers Life organization since 2017. In addition to her advisory role, Mueller 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, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Richard Gregory is a financial advisor with Bankers Life Advisory Services, Inc. in West Palm Beach, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with Bankers Life Securities Inc. since 2017 and with Bankers Life & Casualty since 2014, where he also serves as a Unit Field Trainer recruiting and training insurance agents. Gregory is president of the George M Gregory Foundation, which manages charitable distributions and tax filings. 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.