Member Spotlights

Greg Ayers, CLTC, RICP
Rock Hill, SC
Loyal Member Since 2010

• NAIFA Quality Award

Jennifer B. Barthol, CEP
Houston, TX
Loyal Member Since 2023

• Financial Security Advocate

Chad Tredway
Tulsa, OK
Loyal Member Since 1999

• Leadership in Life Institute Graduate
• NAIFA Quality Award Winner
• NAIFA-OK Vice President of Advocacy

Rick Lam
West Jordan, UT
Loyal Member Since 2009

• Leadership in Life Institute Graduate
• NAIFA-Salt Lake Valley Membership Chair

Gregory Fat
Wilmington, DE
Loyal Member Since 2022

Peg Fraser
North Liberty, IA
Loyal Member Since 2013

• Financial Security Advocate
• Leadership in Life Institute Graduate
• NAIFA-Eastern Iowa Past President
• NAIFA-Eastern Iowa Government Relations Co-Chair

John Profitlich
Wilmington, DE
Loyal Member Since 2022

Abdullah Rajput
Philadelphia, PA
Loyal Member Since 2019

Craig Wright
Springfield, MO
Loyal Member Since 2014

• NAIFA-MO President
• Financial Security Advocate
• Leadership in Life Institute Graduate
• NAIFA Quality Award Winner

Dave Gannett
Wilmington, DE
Loyal Member Since 2022

Peter Glassman, CLU^®, CFP^®
Vienna, VA
Loyal Member Since 1989

• NAIFA Quality Award Winner
• NAIFA-GWDC Past President

Joshua O'Gara, CLU^®, ChFC^®, CFP^®
Woburn, MA
Loyal Member Since 2011

• Financial Security Advocate
• Leadership in Life Institute Graduate
• NAIFA-MA President
• NAIFA-National Young Advisor Team Committee Member

Addison Rosenbluth, CLTC
Hartford, CT
Loyal Member Since 2013

• NAIFA-CT President
• NAIFA-CT Young Advisor Team Chair

Sue Kuraja
Scottsdale, AZ
Loyal Member Since 2014

• Financial Security Advocate
• Leadership in Life Institute Graduate
• NAIFA-Scottsdale Past President
• NAIFA-Scottsdale Young Advisor Team Chair

Johnson Byrd
Swansboro, NC
Loyal Member Since 2012

• Leadership in Life Institute Graduate
• NAIFA Quality Award Winner

Michael Herring, CLU^®, ChFC^®, LUTCF
Waverly, NE
Loyal Member Since 1985

• Financial Security Advocate
• Leadership in Life Institute Graduate
• NAIFA Quality Award Winner
• NAIFA-NE Past President

Julianne Hertel, LACP
Worcester, MA
Loyal Member Since 2009

• Leadership in Life Institute Graduate
• NAIFA Quality Award Winner
• NAIFA-MA Board Member

Angela White
Indianapolis, IN
Loyal Member Since 2017

• NAIFA-National Diversity, Equity & Inclusion Co-Chair
• NAIFA-Indianapolis Young Advisor Team Chair

Matthew Georgopulos, LACP
Needham, MA
Loyal Member Since 2022

Scott Gulledge
Surprise, AZ
Loyal Member Since 2022

Ryan Mulholland
Anchorage, AK
Loyal Member Since 2022

Christine Pikutis-Musuneggi, CRPC, CLTC, LACP
Pittsburgh, PA
Loyal Member Since 2003

• Leadership in Life Institute Graduate
• NAIFA Quality Award Winner
• NAIFA-PA Past President
• NAIFA-PA Young Advisor Team Co-Chair

Nicholas Limongelli
New York, NY
Loyal Member Since 2013

• NAIFA-New York City Young Advisor Team Chair

Brian Falconer, LUTCF
Braintree, MA
Loyal Member Since 2012

• NAIFA-RI Past President

Michael Case
Baltimore, MD
Loyal Member Since 2013

• NAIFA Quality Award Winner
• NAIFA-MD President
• NAIFA-MD Young Advisor Team Member
• NAIFA-Baltimore Past President

Nicholas Lamanna, MBA, RICP, ChFC^®, CFP^®
Ellicott City, MD
Loyal Member Since 2022

Heather Lindsley, LUTCF, LACP, RICP
Green Bay, WI
Loyal Member Since 2004

• Financial Security Advocate
• Leadership in Life Institute Graduate
• NAIFA Quality Award Winner
• NAIFA-WI Past President
• NAIFA-WI Young Advisor Team Chair

Joshua Ruble
Dallas, TX
Loyal Member Since 2022

Ryan Ballesteros
San Jose, CA
Loyal Member Since 2018

• NAIFA-Silicon Valley President-Elect
• NAIFA-Silicon Valley Young Advisor Team Member

Jamie Matson
Morristown, NT
Loyal Member Since 2022

Cliff Kwartner
Bethesda, MD
Loyal Member Since 2022

Randall Ball, CLU^®
Mount Pleasant, MI
Loyal Member Since 2004

• NAIFA Quality Award Winner
• NAIFA-MI President
• NAIFA-Central Michigan Past President

Steve Berg, AAI, CIC, LIC
Williamston, MI
Loyal Member Since 2015

• Leadership in Life Institute Graduate

Erik Mickalson, LUTCF, FSCP
Iowa City, IA
Loyal Member Since 2022

Larry Witzel, AIF, CFP^®, CLU^®
Cedar Rapids, IA
Loyal Member Since 1991

• NAIFA Quality Award Winner
• NAIFA-Cedar Rapids Past President

Tori Chaulk
Woodlawn, TN
Loyal Member Since 2022

David C. Kikoen, LUTCF, CLTC, RICP
Chicago, IL
Loyal Member Since 2010

• Leadership in Life Institute Graduate
• NAIFA-IL Professional Development Chair
• NAIFA-Chicagoland Past President

John Meneely, LUTCF
Omaha, NE
Loyal Member Since 1983

• NAIFA Quality Award Winner
• NAIFA-Omaha President

Tinja Anderson
Houston, TX
Loyal Member Since 2021

John Raley, LACP, FSCP, CLTC, MBA
Iowa City, IA
Loyal Member Since 1983

• Financial Security Advocate
• NAIFA Quality Award Winner
• NAIFA-IA Past President

Bruce Palmieri, CLU^®, ChFC^®, CFP^®
Baltimore, MD
Loyal Member Since 1994

• National Quality Award Winner
• NAIFA-MD Past President
• NAIFA-Baltimore Past President

John Becker, MBA, CMFC
Merritt Island, FL
Loyal Member Since 2012

Jack Hawk, LUTCF, FSS, LACP
Omaha, NE
Loyal Member Since 2002

• Leadership in Life Institute Graduate
• NAIFA-NE LUTC Chair
• NAIFA-Omaha LUTC Chair

Jonathan Matrullo, MBA, LUTCF, LACP
Providence, RI
Loyal Member Since 2008

• Leadership in Life Institute Graduate
• NAIFA-RI Past President
• NAIFA-RI Grassroots Involvement Chair

Trey Kelly, ChFC^®
Atlanta, GA
Loyal Member Since 1999

• Financial Security Advocate
• Leadership in Life Institute Graduate
• NAIFA-GA IFAPAC Chair
• NAIFA-GA Young Advisor Team Chair
• NAIFA-Atlanta Executive Director

Rob Wild
Manhattan, KS
Loyal Member Since 2022

Kim Braud
Atlanta, GA
Loyal Member Since 2022

Christopher Faulk
Los Angeles, CA
Loyal Member Since 2022

Scott Blake, MBA
Columbus, OH
Loyal Member Since 2018

• NAIFA-Columbus President-Elect
• NAIFA-Columbus Vice President of Advocacy

Brad Noller
Topeka, KS
Loyal Member Since 2007

• NAIFA-KS President-Elect
• NAIFA-Topeka Past President

Johnny Craven, LUTCF
Walterboro, SC
Loyal Member Since 1995

• Leadership in Life Institute Graduate
• NAIFA Quality Award Winner
• NAIFA-SC President
• NAIFA-Walterboro Past President

Nick Romo
Ithaca, NY
Loyal Member Since 2021

Dale Handley
Coralville, IA
Loyal Member Since 2022

Rahim Solehdin
Los Angeles, CA
Loyal Member Since 2014

Joseph Simon, LUTCF
Green Bay, WI
Loyal Member Since 2022

Yuka Nakahara-Goven, CLU^®, MBA
Dallas, TX
Loyal Member Since 1985

• NAIFA Quality Award Winner
• NAIFA-Dallas IFAPAC Chair
• NAIFA-Dallas Professional Development Chair

Jacqueline Proffit
Jacksonville, FL
Loyal Member Since 2022

Bob Kelly
Indianapolis, IN
Loyal Member Since 2022

Jarod Morgan, FSS
Henderson, NV
Loyal Member Since 2015

Dean Germain
Hendersonville, TN
Loyal Member Since 2020

Chadd Watson, LUTCF, RICP
Reno, NV
Loyal Member Since 2015

• NAIFA-NV IFAPAC Committee Member

Adriana Parker, CLTC
Corpus Christi, TX
Loyal Member Since 2020

Belle Ives
Woburn, MA
Loyal Member Since 2021

Angie Hughes, LTCP, CSA
Salina, KS
Loyal Member Since 2015

Timothy Johnson, FSS, LACP
Bountiful, UT
Loyal Member Since 2005

• Leadership in Life Institute Graduate
• NAIFA-Lakeview Past President
• NAIFA-Lakeview IFAPAC Chair

Scott Johnson, CLU^®, ChFC^®, CFP^®
Bountiful, UT
Loyal Member Since 1989

• Leadership in Life Institute Graduate
• NAIFA Quality Award Winner
• NAIFA-UT President-Elect
• NAIFA-UT IFAPAC Chair

Bailey Baker
San Antonio, TX
Loyal Member Since 2019

• Leadership in Life Institute Graduate
• NAIFA-San Antonio Young Advisor Team Member

Michael Emmert
Topeka, KS
Loyal Member Since 2020

Robert Quinlan, MBA, LUTCF, LACP
Cornwall, NY
Loyal Member Since 2006

Robin Landers, CLU^®
Miami, FL
Loyal Member Since 1984

• NAIFA-Miami Past President

Frank Seneco, LUTCF, CIC
North Haven, CT
Loyal Member Since 1997

• NAIFA-Greater New Haven Chair

Shane Grau, LACP, CLU^®
Topeka, KS
Loyal Member Since 2012

• Leadership in Life Institute Graduate
• NAIFA-KS Young Advisor Team Chair
• NAIFA-Topeka Vice President

Patricia May, CISR
Pottstown, PA
Loyal Member Since 2013

• Financial Security Advocate
• Leadership in Life Institute Graduate
• NAIFA-PA Young Advisor Team Member

Gary Cappon, CLU^®, LUTCF, RICP, FSCP, CLTC
Syracuse, NY
Loyal Member Since 2006

• NAIFA-NY President
• NAIFA-Syracuse Past President

Dave Skutnik, AIF, RICP, LUTCF, LACP
Grand Island, NE
Loyal Member Since 1984

• Leadership in Life Institute Graduate
• NAIFA Quality Award Winner
• NAIFA-NE Past President

Martha Shanks
Pasadena, CA
Loyal Member Since 2019

• NAIFA-Los Angeles Leader

Monique Fanfan
Elmont, NY
Loyal Member Since 2021

Taylor Collins, CEBS, CLU^®, RHU
Sarasota, FL
Loyal Member Since 2007

• Leadership in Life Institute Graduate
• NAIFA-FL Political Action Committee Member
• NAIFA-Gulf Coast Past President
• NAIFA-Sarasota Government Relations Committee Member

Marc Sigmon, MBA
Fallbrook, CA
Loyal Member Since 2020

Gilbert Mares, LUTCF
San Marino, CA
Loyal Member Since 1976

• Financial Security Advocate
• Leadership in Life Institute Graduate
• NAIFA-CA Government Relations Chair
• NAIFA-Los Angeles Government Relations Chair

Vinny Dallo, ChFC^®, CLU^®, CLTC, LUTCF
Fairport, NY
Loyal Member Since 2005

• Financial Security Advocate
• Leadership in Life Institute Graduate
• NAIFA Quality Award Winner
• NAIFA-NY President-Elect
• NAIFA-Rochester Past President

Blake Gillies, DIA, MBA
Laplace, LA
Loyal Member Since 2012

• NAIFA-LA Past President
• NAIFA-National Young Advisor Team Co-Chair

Charles Calderwood, CLU^®, ChFC^®
Houston, TX
Loyal Member Since 1976

• NAIFA Quality Award Winner
• NAIFA-Houston Board Member

Jerry St-Cyr
Long Beach, NJ
Loyal Member Since 2021

• NAIFA-National Diversity, Equity, and Inclusion Council Member

Julie McCormick, CFP^®
Brentwood, TN
Loyal Member Since 2021

Roger Sims, CLU^®, LUTCF
Highpoint, NC
Loyal Member Since 2001

• Leadership in Life Institute Graduate
• NAIFA-NC Past President
• NAIFA-Greensboro Past President

Neil Himmelstein
Central Moriches, NY
Loyal Member Since 1997

• NAIFA-NY Vice President of Programs
• NAIFA-NY Membership Chair
• NAIFA-Long Island President

Paul Sciacca, ChFC^®
Melville, NY
Loyal Member Since 2009

• NAIFA-NY Vice President of Advocacy

Robert Miller, MS, MA
New York, NY
Loyal Member Since 1983

• Leadership In Life Institute Graduate
• NAIFA Quality Award Winner
• NAIFA-National President
• NAIFA-NY President

Nicholas MacDonald,
St. Louis Park, MN
Loyal Member Since 2021

Peter C. Browne, LUTCF (Deceased)
New York, NY
Loyal Member Since 1965

• NAIFA-National Past President
• NALU Trustee

Mitchell Ostrove, CLU^®, ChFC^®, LACP
White Plains, NY
Loyal Member Since 1965

• NAIFA Quality Award Winner
• NAIFA-NY IFAPAC Chair
• NAIFA-NY Professional Development Chair

Joshua Shaver, ChFC^®, CFP^®, RICP, CBEC
Newark, DE
Loyal Member Since 2008

• Leadership in Life Institute Graduate
• NAIFA Quality Award Winner
• NAIFA-DE President 
• NAIFA-DE Government Relations Chair
• NAIFA-New Castle President

Vanessa Bucklin, MBA, CLU^®
Conrad, MT
Loyal Member Since 2014

• NAIFA-National Media Relations Committee Member

Trent Bryson, CFP^®
Long Beach, CA
Loyal Member Since 2002

• Leadership in Life Institute Graduate
• NAIFA-CA IFAPAC Chair
• NAIFA-CA Young Advisor Team Chair
• NAIFA-Long Beach President

Mark Acre, LUTCF
Ozark, MO
Loyal Member Since 2009

• Financial Security Advocate
• Leadership in Life Institute Graduate
• NAIFA-National Trustee
• NAIFA-MO Past President
• NAIFA-MO Young Advisor Team Chair
• NAIFA-Springfield Past President
• 2014 Young Advisor Team Leader of the Year

Carol Rappaport, CLU^®, ChFC^®, CLTC
Latham, NY
Loyal Member Since 1983

• NAIFA Quality Award Winner

Thomas Yannetti
Saddle Brook, NJ
Loyal Member Since 2020

Bryan Smith
Tallahassee, FL
Loyal Member Since 2020

Jose Rodriguez, Jr.
Los Angeles, CA
Loyal Member Since 2016

• Financial Security Advocate
• Leadership in Life Institute Graduate
• NAIFA Quality Award Winner
• NAIFA-Los Angeles Grassroots Chair

Luis Lopez, Jr., CLU^®
Corpus Christi, TX
Loyal Member Since 2020

Rick Beyer
Scottsdale, AZ
Loyal Member Since 2007

• NAIFA Quality Award Winner

Tom Berger, LUTCF
Rapid City, SD
Loyal Member Since 2020

Henry Angelucci, Jr., CRPC, LUTCF, FICF
Toms River, NJ
Loyal Member Since 2020

James Orr, LUTCF
Cincinnati, OH
Loyal Member Since 2020

Glenn Crawford, CDFA
Pasadena, CA
Loyal Member Since 2015

• NAIFA-Los Angeles President
• NAIFA-Los Angeles Treasurer
• NAIFA-Los Angeles Secretary
• NAIFA-Los Angeles Board member

Christine Virost
Asheville, NC
Loyal Member Since 2020

Courtney Kastelic
Minneapolis, MN
Loyal Member Since 2020

Mitch Dietrich
Bettendorf, IA
Loyal Member Since 2020

• Leadership in Life Institute Graduate

Grace Staten
Jacksonville, FL
Loyal Member Since 2013

• Leadership in Life Institue Graduate
• NAIFA-San Diego Board Member 
• NAIFA-FL Membership Committee Member 
• NAIFA-FL Staff Member

Steven Saladino, RICP, LACP, LUTCF
Tampa, FL
Loyal Member Since 1991

• Leadership in Life Institue Graduate
• NAIFA Quality Award Winner
• NAIFA-National Trustee
• NAIFA-FL Past President
• NAIFA-Tampa Past President

Gideon For-mukwai
Gearhart, OR
Loyal Member Since 2020

Kristen Hall-Eskew
Charlotte, NC
Loyal Member Since 2020