Meet Our Leaders

Joe Bergan, CFP®
Edward Jones 

Wallace E. Boston, Ed.D.
American Public University System, Inc.

Brandon Carter, CLU®, ChFC®, CFP®
USAA

Lisa Davis, MSM
1847Financial

Edward G. Deutschlander, CLU®, CLF®
North Star Resource Group

Kristin Ferguson
Securian Financial Group

Matt Foran
StoicLane, Inc.

Salene Hitchcock-Gear, JD
Prudential

John M. Howard
Truist Insurance Holdings

Michael V. James
NFP

Michelle D. Johnson
Lt Gen United States Air Force (Ret)

Paul A. LaPiana, CFP®, 
MassMutual

Cheri Lytle
JP Morgan Chase

Brad Montgomery, CPCU®, RICP®, FLMI®, HIA, CASL
State Farm

George Nichols III, CAP® 
The American College of Financial Services

Ellen Rinaldi, CLU®
Vanguard (Ret.)

John C. Roberts

Kristi Martin Rodriguez
Nationwide Financial

Todd M. Schoon, JD, CLU®, ChFC®
The American College of Financial Services

Matthew Spriggs
Truist Insurance Holdings 

George I. Connolly, JD, CLU®, ChFC®, Securian  

Susan M. Cooper, MSM, CLU®, ChFC®, CFP®, CAP®, RICP®, Prudential  

Mike Corey, LUTCF^®, MJC Venture, Inc.

Patrick Corey, The Corey Search Group

J. Scott Davison, CLU®, ChFC®, OneAmerica 

Michael C. Davidson, MSM, CLU®, CAP®, State Farm (Ret)

Louis P. DiCerbo II, LUTCF^®, CLU^®, ChFC^®, DiCerbo P.C.P. and Associates, Inc.

John DiMonda, CLU^®, ChFC^®, Lincoln Financial

Anthony J. Domino, Jr., MSFS, CLU^®, ChFC^®, CAP^®, Associated Benefit Consultants, LLC

Harris Fishman, CLU^®, ChFC^®, MassMutual

R. David Fritz, Jr., CLU^®, Executive Benefits Network

Lee M. Gammill, Jr., CLU^®

Nic Gorey, Rocketer

Randall H. Harbert, CLU®, State Farm (Ret)

Thomas H. Harris, CLU®, ChFC®

Rodger K. Johnson, MSFS, ChFC^®, CLU^®, CFP^®, CAP^®, RICP^®, Johnson Financial Group

Fred Jonske, CAP®, Insurex  

Joseph W. Jordan

Gloria LaGrassa, CLU^®, ChFC^®

Leon L. Levy, CLU^®, Leon L. Levy & Associates

Richard A. Liddy, CLU^®, General American Life (Ret)

James J. Meehan, MSM, 1847 Financial (Ret)

James A. Mitchell, CLU^®, ChFC^®, IDS Life Insurance Company (Ret)

Linda S. Need, MSFS, CAP®, CFP®, FSA, MAAA, CFA

Knut A. Olson, CLU^®, Federal Life Insurance Company

Robert B. Plybon, CLU^®, ChFC^®, Plybon & Associates, Inc.

J. Greg Reber, Pacific Life

Michael “Mickey” Rosenzweig, CLU®, ChFC®, Rosenzweig Financial Services 

Albert J. (Bud) Schiff, CAP®, CLU®, RICP®, Alvarez & Marsals

Jayne N. Schiff, MSFS, CLU®, ChFC®, REBC®, CAP®, ChHC®, Schiff Benefits Group, LLC

Mike Scovel,  MSM, CLU®, ChFC®, New York Life
 
Aaron Seurkamp, Protective Life Insurance Co.

Joel A. Shapiro, MSFS, CLU®, ChFC®, Bartmon, Shapiro and Associates, Inc.

Frederick J. Sievert, MSM, Ret. New York Life 

Joseph Sparacio, LUTCF®, CLU®, CLF®, MassMutual

Paul E. Vignone, JD, CLU®, ChFC®, LLM, Penn Mutual

Scott A. Winslow, MSFS, ChFC®, CLU®, RICP®, AEP®, CCFC, President, Nabell Winslow Wealth Management

Michaela Scott, MSFS, CFP®, CLU®, ChFC®, RICP®, Vice President Borislow Insurance

Terry E. Parham Jr., CFP®, ChFC®, CLU®, WMCP®, Secretary, Innovative Wealth Building

Heather Welsh, CFP®, AEP®, MSFS

Michael Bitton, CFP®, CLU®, RICP®, CIMA®, CPWA®, Pacific Life

Leslie Calkins, CLU®, ChFC®, CASL®, RICP®, MSFS, CAP®, State Farm

Darin S. Fass, CLU®, CLF®, New York Life

Chad Franks, CLU®, ChFC®, CLF®, FSCP®, LUTCF®, New York Life

Joshua A. Gonzalez, CFP®, ChFC®, CLU®, Modern Wealth Strategies

Carolyn Humphrey, RICP®, CLF®, Empowered Financial Strategies

Maurice Miller, Jr., CFP®, ChFC®, Mass Mutual

Juliet A. Pinkerton, ChFC®, CLU®

Soraya Morris, ChFC®, LPL Financial

Jay Mota, CFP®, CDFA®, ChFC®, WMCP®, Ameriprise

Bianca O’Brien, CLF^®, LUTCF^®, CLTC^®, New York Life

Jim Petersen, Ph.D., MSM, MSFS, CFP^®, CLF^®, ChFC^®, CLU^®, CASL^®, RICP^®, WMCP^®, ChSNC^®, CRPC^®, CAP^®, AEP^®, CPMBC, Emeritus Member, The American College

Matthew Price, CLU^®, ChFC^®, Priceless Coaching

Kimberlee Riley, CAP^®, The Catholic Foundation of Central Florida

John Rocco, MSFS, CLU^®, Emeritus Member, New York Life

Jayne N. Schiff, MSFS, CLU^®, ChFC^®, REBC^®, CAP^®, ChHC^®, MPS, Emeritus Member, Schiff Benefits Group, LLC

Jason Austell, MSFS, ChFC®, CLU®, CASL®, RICP®, CAP®, ChSNC®

Christopher Sitek, CLU^®, ChFC^®, RHU^®, REBC^®, CASL^®, CLTC^®, North Star Resource Group

Wendy Swanson, RICP^®, CLTC^®, NSSA certificate holder, Senior Market Sales

Stephanie Tsang, CFP^®, ChFC^®, CPA, North Star Resource Group 

Kimberly Turner, Ph.D., MSFS, CFP^®, ChFC^®, CLU^®, CAP^®, AEP^®, The Retirement Planning Doctors

Beady Waddell III, JD, MCA, LL.M, MS, ChFC^®, CLU^®, Western & Southern Financial Group

Maxwell Waletich, CFP^®, ChFC^®, RICP^®, Allianz Life

Sahar Pouyanrad, ChSNC®

Lauren Yamaoka, CAP^®, The Fuller Foundation