Chris Roper is a seasoned financial advisor who is passionate about helping individuals navigate their financial journeys as a fiduciary and an educator. With over 14 years in the industry, he specializes in 401K advising and personal finance management for high-net-worth individuals. Beyond his professional endeavors, Chris harbors a love for travel, seeking experiences and lessons to bring back to his practice. His approach to business is characterized by his servant leadership, collaborative spirit, and personal goal to help over a million people. Chris has been honored as one of the National Four Under 40 by Advisor Today, recognizing his outstanding contributions to the financial advising industry.

Doug Massey has 40 years of experience in the financial industry, specializing in retirement planning and life insurance. A dedicated NAIFA member since 1987, he has served as president of his local association and NAIFA Texas. Doug actively participated in the IFAPAC committee and recently played a crucial role in NAIFA's stand against the Department of Labor's fiduciary rule proposal. As NAIFA's President-Elect for 2025, he is committed to advancing the organization's influence and protecting advisors' interests.

               

 

 

 

Here’s a glimpse of what you’ll learn: 

• [2:45] Doug Massey discusses how the DOL fiduciary rule may reshape the financial services landscape
• [4:47] Why NAIFA opposes the DOL's proposal 
• [9:04] The potential implications of the

Walter Bond is a former NBA professional who has successfully transitioned into a Hall of Fame motivational speaker and business accelerator. Starting his journey in the competitive world of professional basketball, he learned the value of mindset, support, and discipline. Walter is known for his Shark Mindset Selling training, which helps people become top performers in their respective fields. With a heart for mentoring and a belief in the power of support, he advises corporate leaders and coaches them toward radical growth, sustained culture, and business transformation.

Greg Etchison is an experienced professional in the Medicare supplement business. With a career spanning over 25 years in the healthcare industry, he also has extensive experience across major carriers. Greg is passionate about educating people about healthcare options and optimizing coverage for seniors. He is a leading voice in Medicare supplement education, guiding individuals through the complexities of healthcare.

Scott Wilson is a seasoned professional with 23 years of experience in the Medicare supplement business. He has extensive knowledge in all aspects of the business, from product strategy to compliance. With a focus on product development and operations, Scott has also overseen aspects of financial management, including profit and loss responsibilities. His comprehensive background enables him to offer holistic insight into the industry, ensuring a thorough understanding of the intricacies of Medicare for anyone seeking guidance.

Shantell Wright is a seasoned professional with 14 years of experience in the financial services industry. He is also the visionary behind a financial services company that offers solutions to build and grow wealth. Having overcome personal challenges, Shantell uses his experience to empower clients from all socio-economic backgrounds. With a commitment to adding value, making connections, and creating an impact, he partners with marketing expert John Lewis to reimagine financial services through technology. Shantell is also a NAIFA member and a graduate of the Life in Leadership Institute.

John Lewis is a marketing expert, host of a community-focused podcast, and a dedicated social strategist providing financial information to underserved communities. His disadvantaged upbringing empowers him to educate and enrich his community with life-enhancing financial strategies. Alongside his professional pursuit, Lewis embodies a passion for creating meaningful connections and a genuine commitment to social service.

Panos Leledakis, a dynamic financial advisor and tech enthusiast, has revolutionized client engagement with cutting-edge digital strategies. With an impressive 25-year career spanning multiple countries, he has become a thought leader in utilizing AI and other technologies in the financial services industry. As a NAIFA member and a keynote speaker, Panos is committed to helping advisors implement technology into their practices to enhance productivity and service. He invented two software platforms for insurance needs analysis, which received innovation awards from organizations like MIT and the Chamber of Industrialists in Cyprus. 

Carson Porter is an experienced financial advisor providing specialized life insurance, annuities, and financial services across the United States. His journey from owning auto repair shops to excelling in the financial industry is marked by a passion for education, innovation, and business development. Carson founded a mastermind group dedicated to empowering insurance agents and advisors through unbiased education, collaboration, and accountability. With a decade of industry experience, he has built and sold multiple brokerage businesses and shares his insights at live events, including NAIFA's APEX conference.

Iris Nance is an experienced insurance agent who helps people optimize their coverage to meet their needs. With a celebrated career of over 26 years in the insurance industry, she worked as a bank examiner for over 10 years. Iris is deeply committed to education, mentorship, and community service, actively participating in programs for students and young entrepreneurs. A proud member of NAIFA, she has served on the board and has taken on leadership roles within the association. Recognized for her perseverance, advocacy for continuous learning, and strategies for balancing work and family life, Iris inspires many as a role model in the financial services industry.

Evan Fabricant is a financial advisor committed to helping his clients achieve their financial goals, whether planning for retirement or exploring efficient strategies to pass on their wealth to the next generation. Evan has been advising clients since 1997 and is passionate about forming genuine relationships and positively influencing individuals and their families.

As a firm believer in professional education, Evan holds several distinctions, including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Retirement Income Certified Professional (RICP). He is highly active in the Society of Financial Service Professionals (SFSP) and NAIFA, demonstrating his leadership by advocating for the industry's future and committing to legislative impact.

Sue Kuraja is a brokerage director specializing in providing non-profit consultancy services. She focuses on aligning personal and professional goals to maximize outcomes for organizations. With her strategic guidance and personalized approach, she helps build successful and sustainable organizations that drive real-world impact. As an experienced tech researcher, journalist, and business transformation advocate, Sue was recognized as the 2021 Women in Insurance & Financial Services Woman of the Year and achieved the Financial Security Advocate badge from NAIFA.