NAIFA-GWDC Past President Peter Glassman, CFP^®, is a Founding Partner of Wealth Insight Partners and has been a loyal NAIFA member since 1989.

After graduating with a business and marketing degree in 1987, Glassman moved from Connecticut to Washington, D.C., where a family friend suggested he get into the insurance and financial services industry. After learning more he dove into what turned out to be the beginning of a career. Thirty-five years later, Glassman is still dedicated to helping his clients plan for their futures.

For Joshua O’Gara, CLU^®, ChFC^®, CFP^®, Owner and Founder of O'Gara Financial Group, entrepreneurship runs in the family. Both of his parents were small business owners and O’Gara inherited their drive. His entrepreneurial spirit—along with his college studies in economics and his desire to help people—made a career in insurance and financial services a perfect fit. 

For NAIFA-CT President Addison Rosenbluth, CLTC, insurance is part of a family legacy. In 1957, his grandfather founded MERIT Insurance Services, Inc. During his senior year of college, he got an opportunity to travel to California for training. After gaining experience and earning his licenses, he returned to Connecticut and now works alongside his father, Jace Rosenbluth, running the family business.

Sue Kuraja got her start in financial services at an early age. When she immigrated from Croatia with her family as a young child, she translated financial documents for her parents as they learned English. Her ability to conduct business in a foreign language was sought after and she continued to demonstrate financial aptitude early in her career. Twenty years later, she still serves Main Street USA as a representative and advocate for consumers, while maintaining strong relations with corporate clients and enterprises.

For Johnson Byrd, the transition from high school teacher and coach to insurance agent was an easy one. As he points out, both careers require a drive to succeed and a passion for education. So, when he got a job opportunity with Farm Bureau, he decided to take the leap. 

When Michael Herring, CLU^®, ChFC^®, LUTCF, was studying business in college, he expected to build a career in finance, but he decided to change direction when he took a course on insurance. After graduation, he took a job as a claims adjuster and, three years later, became an insurance agent. Now, he works primarily with Nebraska’s farming community. He protects their farmhouses, combines, and tractors; provides liability coverage for the rare chemical spill or animal collision; and is his clients’ first call after a hailstorm.

In 2007, Julianne Hertel, LACP, was looking for a new career. She talked with several professionals to explore her options but found the perfect fit with New York Life. Now, she helps protect Main Street Americans with comprehensive insurance and financial planning. 

Angela White is committed to recruiting diverse talent into the insurance and financial services industry and making sure they have the resources they need to succeed.

Getting Started

After several years in sales, White took a job recruiting agents and fell in love with the industry. She’s motivated by a genuine drive to connect with people and have meaningful conversations. She seeks out underrepresented talent—women, people of color, LGBTQ+ individuals—and finds ways to set them up for success.

As a college student, Christine Pikutis-Musuneggi, CPRC, CLTC, LACP, planned to study architecture. Her plans changed, however, when her family inherited a third-generation business and needed a financial planner to work with insurance agents, attorneys, accountants, and the other professionals required to run a business. So, Pikutis-Musuneggi changed her major to business management and became a financial planner. 

In 2012, Nicholas Limongelli went into the family business and joined Northeast Financial Network. Now the Director of Insurance Brokerage, Limongelli helps his clients find the right disability insurance coverage and serves as a resource for other financial advisors who sell disability insurance.