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Advisor Today

Advisory Board

Laurie Adams

Financial Representative
COUNTRY Financial

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Financial Representative
COUNTRY Financial

Laurie Adams

Laurie Adams, CFP, CLU, LUTC, LACP, has been a loyal NAIFA member since 1982. She is a graduate of NAIFA's Leadership in Life Institute and a recipient of the NAIFA Quality Award. She has served in several leadership positions, including Past President of NAIFA-IL and committee member of NAIFA-National's Communications Committee, Member Benefits Committee, and Advisor Today Editorial Board.

Brian Ashe

Financial Professional
Equitable Advisors

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Financial Professional
Equitable Advisors

Brian Ashe

Brian Ashe, CLU, LACP, has been a NAIFA member for 51 years and served as the President of the DuPage County Chapter. Since 1969, Brian has assisted clients with life, health, disability, annuity, and equity products in the insurance and investment business. His work concentrates on estate conservation, retirement planning, employee benefits, and business insurance strategies. Brian specializes in business continuity, transition, succession planning, executive benefits, and estate and legacy planning.

Brian is also a partner at The Business Strategies Group of Illinois, helping business owners implement strategies to protect, preserve and pursue more value from their business more tax-efficiently for 15 years. He served as the Executive Vice President at LIFE Foundation for 10 years, as a financial professional at AXA Advisors, LLC for 13 years, and was also the Chair at the Life and Health Insurance Foundation for Education.

Scott Brennan

President
The Brennan Group

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President
The Brennan Group

Scott Brennan

Scott Brennan offers total financial needs analysis through a network of experienced professionals with expertise in: 
  • Retirement analysis and programs 
  • Estate strategies 
  • Employee benefit and retention services 
  • Business continuation strategies 
  • Trust services* 

He is a winner of the NAIFA Quality Award and has served on the board of NAIFA-IN. 
*Trust services offered through the MassMutual Trust Co., FSB 

Chris Gandy

Founder & CEO
Midwest Legacy Group, LLC

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Founder & CEO
Midwest Legacy Group, LLC

Chris Gandy

Christopher L. Gandy, LACP, is the Founder and Chief Executive Officer of Midwest Legacy Group (OneAmerica) in Lisle, IL. He has served as President of NAIFA’s Chicagoland chapter and has been a NAIFA member since 2003. He entered the insurance and financial services industry in 1999 after playing professional basketball for the Chicago Bulls and the San Antonio Spurs as well as in L’Hermaine, France.

Gandy serves on NAIFA’s Diversity, Equity, and Inclusion Task Force and is a member of the NAIFA 2025 Strategic Planning Committee. He is a highly sought-after speaker for industry events and has been a speaker at NAIFA’s Performance+Purpose annual conference and published in Advisors Magazine, GQ, Advisor Today, and InsuranceNewsNet among other publications.

Gandy is also an active volunteer in the community. He serves on the Board of the Chicago Concussion Coalition, which strives to make amateur sports safer for children, and on the Board of Directors of the Urban League. He is part of the United Way’s Young Community Leaders and volunteers for the Big Brothers/Big Sisters organization.

Fred Joyner

Founder & President
Carolina Benefit Administrators, Inc.

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Founder & President
Carolina Benefit Administrators, Inc.

Fred Joyner

Fred Joyner is the Founder and President of Carolina Benefit Administrators, Inc., in Winston-Salem, NC. He became a NAIFA member in 1985 and has served in several leadership positions, including NAIFA-National Trustee, NAIFA-NC President, and NAIFA-NC Vice President of Advocacy.

Ike Trotter

Financial Professional
Ike Trotter Agency

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Financial Professional
Ike Trotter Agency

Ike Trotter

Ike Trotter, CLU, RICP, ChFC, is a well-recognized career professional in the financial services industry. He is highly skilled in analyzing financial products including long-term care insurance, Medicare supplement coverage, disability insurance, life insurance, and retirement planning.

He is educationally credentialed with the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Retirement Income Certified Professional (RICP) from The American College of Financial Services in Bryn Mawr, PA. He is also credentialed through The National Association of Estate Planning Councils as an Accredited Estate Planner (AEP) as well as a member of The Estate Planning Council of Mississippi.

Suzanne Carawan

VP, Marketing & Communications
NAIFA

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VP, Marketing & Communications
NAIFA

Suzanne Carawan

Suzanne Carawan has more than a decade of experience working in fast-growth tech companies in social networking, events, CRM, and virtualization. She is passionate about establishing and growing technology companies globally and leverages her social and high-tech digital marketing background to provide insightful commentary to audiences worldwide. 

Suzanne holds an MBA in management of global information and high-tech marketing from the Kogod School of Business at American University and an MPH in international health economics and social marketing and research design from Tulane University. She also received her BA in philosophy with minors in biology and government and politics from the University of Maryland. 

Mark Briscoe

Senior Director, Strategic Communications
NAIFA

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Senior Director, Strategic Communications
NAIFA

Mark Briscoe

Ronan Friend

Lead Content Marketer
NAIFA

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Lead Content Marketer
NAIFA

Ronan Friend