Sometimes the most meaningful career transitions are the ones that allow us to bring what we have learned from one chapter into an entirely new one. For Kimberly Ellis, M. Ed.,that meant taking more than a decade of experience in education and bringing her passion for teaching, relationship building, and serving others into financial services.
3 min read
Kimberly Ellis Is Making an Impact in Financial Services
By NAIFA Membership on 10/23/26, 9:34 AM
Topics: Advisor Today Member Spotlight
3 min read
NAIFA Member Spotlight: Clint Hinderaker
By NAIFA Membership on 10/16/26, 8:33 AM
For Clint Hinderaker, a career in financial services began with a personal experience that changed the direction of his future.
While studying at the University of Iowa, Clint was initially interested in banking. That changed after his grandfather passed away and Clint had the opportunity to see some of the financial and estate planning his grandfather had put in place. Seeing firsthand what thoughtful planning could accomplish, as well as some areas he questioned, sparked an interest in estate planning and ultimately led him toward insurance and investment advising.
Topics: Advisor Today Member Spotlight
3 min read
NAIFA Member Spotlight: Julio (Ricky) Gonzalez
By NAIFA Membership on 10/9/26, 8:45 AM
Ricky Gonzalez, owner of Pinnacle Financial Group, has built his career around a simple philosophy: do the right thing, help people, and the rest will follow.
A financial services professional since 1997, Ricky’s career has taken him from his early days as a stockbroker to building a multifaceted financial services business serving individuals, families, physicians, seniors and fellow insurance professionals throughout Florida.
Topics: Advisor Today Member Spotlight
3 min read
Lynda D. Turner: Nearly Four Decades of Commitment to NAIFA and the Financial Services Profession
By NAIFA Membership on 9/21/26, 3:28 PM
For Lynda D. Turner, a career in financial services began with an unexpected change in direction. After 17 years as a business office manager, her employer moved its operations to Texas. Rather than uproot her family, Lynda accepted a voluntary buyout. When she reached out to a friend at Equitable Life Insurance to help replace the benefits she had lost, that conversation led to a new career.
Topics: Advisor Today Member Spotlight NAIFA Proud
3 min read
From Counting Coins to Capitol Hill: Jerry Spivey’s 40-Year Journey in Financial Services
By Michele Borsuk on 8/14/26, 11:24 AM
For Jerry L. Spivey, CLU, CFP, RICP, a career in financial services began with a chance encounter and a question that changed the course of his life.
A recruiter with New York Life had approached one of Jerry’s high school friends about a career opportunity. His friend politely declined, but the recruiter followed up with a simple question: “Well, do you know anyone else who might be interested?” That person turned out to be Jerry.
Topics: Advisor Today Member Spotlight
1 min read
Building with Purpose: Ryan Scritchlow’s Entrepreneurial Approach to Financial Services
By NAIFA Membership on 6/22/26, 8:50 AM
Ryan Scritchlow, an insurance agent with COUNTRY Financial in Bloomington, IL, brings an entrepreneurial mindset and a passion for building into his work in financial services.
Before entering the industry, Ryan was already starting businesses, launching his first company in college and developing a strong interest in creating systems, solving problems, and working with people. What ultimately drew him to financial services was the realization that it offered the same opportunity to build, just in a different way. From developing a business and structuring policies to building long term client relationships, the role aligned naturally with his strengths.
Topics: Advisor Today Member Spotlight NAIFA Proud
3 min read
From Crisis to Clarity: How Les Robinson Helps Families Protect What Matters Most
By NAIFA Membership on 6/12/26, 9:24 AM
Les Robinson’s path into financial services was shaped by a deeply personal experience. While studying finance in college, his family faced a series of crises at once. His grandmother required care, and at the same time his father suffered a heart attack. Watching how overwhelming and financially disruptive that period became left a lasting impression. It also sparked a realization that there had to be a better way for families to prepare. That moment set the direction for a career focused on long-term care and helping others avoid the same challenges.
Topics: Advisor Today Member Spotlight NAIFA Proud
2 min read
Helping Others Plan for What Matters Most: Stan Walton’s Story
By NAIFA Membership on 6/5/26, 10:05 AM
Stan Walton has spent decades building a career centered on people, purpose, and long-term impact. Based in Edmond, Oklahoma with State Farm, Stan serves as a sales leader supporting 56 independent contractor agents across the Oklahoma City market. His work spans both property and casualty and financial services, with a particular passion for helping customers and agents navigate the often-overlooked areas of life insurance, retirement planning, and legacy strategies.
Topics: Advisor Today Member Spotlight NAIFA Proud
3 min read
Protecting What Matters Most: Thomas Petersen’s Journey and Legacy in Disability Insurance
By Michele Borsuk on 5/29/26, 2:29 PM
Thomas Petersen did not set out to build a career in insurance. In fact, for much of his early life, he ran in the opposite direction.
Growing up in a family deeply rooted in the business, insurance was a constant presence at the dinner table. His father, who entered the disability insurance field in the late 1940s after witnessing firsthand how the lack of coverage cost his own family their farm, viewed the profession as a calling. To him, disability insurance was not a product. It was a way to protect livelihoods and preserve dignity in moments that could otherwise be devastating.
Topics: Advisor Today Member Spotlight NAIFA Proud
3 min read
There Is a Life-Size Bronze Giraffe Standing along Main Street : And it tells you everything you need to know about Paul Szkotak
By NAIFA Membership on 5/22/26, 10:29 AM
Most people picture a financial advisor as someone who followed a straight path, graduated, got licensed and built a career. Someone who always had things neatly planned, never missing a step. Paul Szkotak, ChFC took a different route, one shaped by experience, not perfection. It is “realness” that’s obvious in the way he meets people where they are without judgment.


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