THE NATIONAL ASSOCIATION OF INSURANCE AND …€¦ · · 2018-01-31THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS ... [email protected] ... [email protected] NAIFA

THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 2901 TELESTAR COURT

FALLS CHURCH, VA 22042

2014‐2015 LEADERSHIP ROSTER

Table of Contents

NATIONAL LEADERSHIP

OFFICERS ............................................................................................................................ 1

TRUSTEES ........................................................................................................................... 2

TRUSTEE LIAISON ASSIGNMENTS ....................................................................................... 4

STATE/LOCAL LEADERSHIP

STATE PRESIDENTS ............................................................................................................. 5

STATE NATIONAL COMMITTEE PEOPLE ........................................................................... 12

STATE MEMBERSHIP CHAIRS………………………………………………………………………………………..19

STATE ASSOCIATION EXECUTIVES…………………………………………………………………………………25

LARGE LOCAL ASSOCIATION EXECUTIVES……………………………………………………………………..31

ASSOCIATION EXECUTIVE ADVISORY COUNCIL……………………………………………………………..32

COMMITTEES

ASSOCIATIONS COMMITTEE…………………………………………………………………………………………34

YOUNG ADVISORS TEAM COMMITTEE…………..…………………………………………………………….36

AUDIT COMMITTEE………………………………………………………………………………………………………40

COMMUNICATIONS COMMITTEE…………………………………………………………………………………41

FINANCE COMMITTEE………………………………………………………………………………………………….42

GOVERNANCE COMMITTEE………………………………………………………………………………………….44

SUBCOMMITTEE ‐ BYLAWS AND RESOLUTIONS………………………………………………………..46

SUBCOMMITTEE – CREDENTIALS……………………………………………………………………………..47

SUBCOMMITTEE – ELECTIONS………………………………………………………………………………….48

GOVERNMENT RELATIONS COMMITTEE……………………………………………………………………...49

SUBCOMMITTEE ‐ POLITICAL ACTION……………………………………………………………………..52

SUBCOMMITTEE ‐ POLITICAL INVOLVEMENT………………………………………………………….55

INVESTMENT COMMITTEE……………………………………………………………………………………………58

JOHN NEWTON RUSSELL MEMORIAL AWARD COMMITTEE………………………………………….59

MEMBER BENEFITS COMMITTEE………………………………………………………………………………….62

SUBCOMMITTEE – LEADERSHIP IN LIFE INSTITUTE………………………………………………….65

MEMBERSHIP COMMITTEE…………………………………………………………………………………………..67

PROFESSIONAL LIABILITY PROGRAM COMMITTEE……………………………………………………….69

NAIFA SERVICE CORPORATION…………………………………………………………………………………….70

PAST NATIONAL LEADERSHIP

PAST NATIONAL PRESIDENTS……………………………………………………………………………………….71

PAST NATIONAL TRUSTEES…………………………………………………………………………………………..75

SISTER ORGANIZATIONS

THE AMERICAN COLLEGE……………………………………………………………………………………………84

ASSOCIATION FOR ADVANCED LIFE UNDERWRITING………………………………………………….85

GAMA INTERNATIONAL………………………………………………………………………………………………86

LIFE and HEALTH INSURANCE FOUNDATION FOR EDUCATION……………………………………88

MILLION DOLLAR ROUND TABLE…………………………………………………………………………………89

NATIONAL ASSOCIATION OF INDEPENDENT LIFE BROKERAGE AGENCIES……………………90

SOCIETY OF FINANCIAL SERVICE PROFESSIONALS……………………………………………………….91

INDEX………………………………………………………………………………………………………………………..92

APPENDIX

NAIFA STAFF DIRECTORY………………………………………………………………………………………..APP1

Compiled10/23/2014 Page1

2014‐2015 OFFICERS

PRESIDENT Juli Y. McNeely, LUTCF, CFP, CLU McNeely Financial Services, Inc. 702 E Willow Dr Spencer, WI 54479‐9344 Phone: (715) 659‐4255 Fax: (715) 659‐4194 Email: [email protected]

PRESIDENT ELECT Jules O. Gaudreau, Jr., ChFC, CIC The Gaudreau Group, Inc. 1984 Boston Rd PO Box 369 Wilbraham, MA 01095‐1046 Phone: (413) 543‐3534 Fax: (413) 543‐4153 Email: [email protected]

SECRETARY Paul R. Dougherty, LUTCF, FSS, HIA State Farm Insurance Companies 3420 Hamilton Street Hyattsville, MD 20782 Phone: (301) 927‐1391 Fax: (301) 864‐6463 Email: [email protected]

TREASURER Matthew S. Tassey, CLU, ChFC, LUTCF E A Scribner Insurance Agency 482 Congress St Ste 503 Portland, ME 04101‐3409 Phone: (207) 871‐1538 Fax: (207) 772‐5501 Email: [email protected]

IMMEDIATE PAST PRESIDENT John F. Nichols, MSM, CLU Disability Resource Group, Inc. 2625 West Peterson Avenue Chicago, IL 60659 Phone: (800) 945‐9719, ext. 301 Fax: (773) 725‐7828 Email: [email protected]

CHIEF EXECUTIVE OFFICER Dr. Susan B. Waters, CAE NAIFA‐Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8102 Fax: (703) 770‐8107 Email: [email protected]


2014‐2015 Trustees David A. Beaty, CLU, ChFC, LUTCF Heartland Financial Services 2302 W 1st St Ste 120 Thunder Ridge Mall ‐ Lower West Cedar Falls, IA 50613‐1854 Phone: (319) 277‐1059 Fax: (319) 277‐1263 Email: [email protected] Michael O. Brown, LUTCF MassMutual Financial Group 620 N Robinson Ave Ste 201 Oklahoma City, OK 73102‐6217 Phone: (405) 270‐8030 Fax: (405) 270‐8050 Email: [email protected] Michael Condrey, CLU, ChFC Northwestern Mutual 4020 Westchase Blvd. Raleigh, NC 27607‐3951 Phone: (919) 755‐3200 Fax: (919) 834‐5870 Email: [email protected] Tom Cothron, LUTCF Southern Farm Bureau Life 5800 Southwest 20th Street Ocala, FL 34474‐9360 Phone: (352) 237‐2124 Fax: (352) 237‐2127 Email: [email protected] John S. Holmes, III, LUTCF New York Life Insurance Company 6701 Baum Dr Ste 105 Knoxville, TN 37919‐7361 Phone: (865) 584‐1004 Fax: (865) 584‐1005 Email: [email protected]

Brock T. Jolly, CFP, CLU, ChFC, CASL Capitol Financial Partners 8000 Towers Crescent Drive Suite 1070 Vienna, VA 22182 Phone: (703) 424‐2401 Fax: (703) 991‐7762 Email: [email protected] Jill M. Judd, LUTCF, FSS State Farm Insurance Companies 820 Bay Avenue Suite 103 Capitola, CA 95003 Phone: (831) 462‐1666 Fax: (831) 462‐8715 Email: [email protected] Michael G. Nash, CLU, ChFC, LUTCF M.G. Nash Financial Solutions, Inc. 3214 Singing Hills Blvd Sioux City, IA 51106‐5101 Phone: (712) 276‐5204 Fax: (712) 274‐6264 Email: [email protected] Charles (Chuck) M. Olson, CLU,ChFC OCI Insurance 17445 Arbor St. Ste. 310 Omaha, NE 68130‐4645 Phone: (402) 330‐8700 Email: [email protected] Gregory T. Toscano, LUTCF Johnson Insurance Consultants 302 West Superior Street Suite 400 Duluth, MN 55802‐5120 Phone: (218) 722‐4431 Fax: (218) 727‐1770 Email: [email protected]


James J. Van Ham, CFP, CLU, ChFC Country Insurance and Financial Services 1709 Ogden Ave. Lisle, IL 60532 Phone: (630) 963‐9600 Fax: (630) 241‐1148 Email: [email protected]


Trustee Liaison Assignments Juli Y. McNeely, LUTCF, CFP, CLU Commitees: Finance, Service Corporation Jules O. Gaudreau, ChFC, CIC Commitees: Career Conference, Finance State: New England Region (CT, MA, ME, NH) Paul R. Dougherty, LUTCF, FSS, HIA Commitees: Membership, Corporate Partnerships, Finance, Governance States: MD John F. Nichols, MSM, CLU Commitees: Finance, Think Tank Matthew S. Tassey, CLU, LUTCF, ChFC Commitees: Finance David A. Beaty, CLU, ChFC, LUTCF Commitee: LILI States: IA, KS, PR, VT Michael O. Brown, LUTCF Commitee: IFAPAC States: AR, ID, KY, OK, UT R. Michael Condrey, CLU, ChFC Commitee: Field Leadership Tom M. Cothron, LUTCF Commitee: Government Relations State: FL, GA, LA, OH, TX John S. Holmes, III, LUTCF Commitee: Membership Recruiting States: AL, MS, NC, TN, WA Brock T. Jolly, CFP, CLU, ChFC, CASL Commitee: YAT States: DE, DC, NJ, VA, WV

Jill M. Judd, LUTCF, FSS Commitee: Member Benefits States: AK, CA, MI, OR, PA Michael G. Nash, CLU, ChFC, LUTCF Commitees: Diversity, Independent Advisors States: AZ, HI, MO, SC, WI Chuck M. Olson, CLU, ChFC Commitees: Associations, AEAC States: MT, NE, SD, WY Gregory T. Toscano, LUTCF Commitee: APIC States: CO, MN, ND, NV, NY James J. VanHam, CFP, CLU, ChFC Commitee: Communications States: IL, IN, NM, RI


2014‐2015 STATE PRESIDENTS NAIFA ‐ Alabama Gregory D. Turner, LUTCF Insurance Planning Services 103 East 13th Street Anniston, AL 36201 Phone: (256) 237‐7541x13 Fax: (256) 237‐1767 Email: [email protected] NAIFA ‐ Alaska C. Sean Tyree, LUTCF Country Financial 7926 Old Sward Hwy #C‐2 Anchorage, AK 99518‐3263 Phone: (907) 563‐1311 Fax: (907) 522‐1381 Email: [email protected]

NAIFA ‐ Arizona Michael A. Sandoval, CLU, ChFC Mutual of Omaha Companies 8208 N Freshwater Ln Tucson, AZ 85741‐4078 Phone: (520) 572‐1156 Fax: (520) 572‐4022 Email: [email protected]

NAIFA ‐ Arkansas John Henry Ogden, LUTCF Farmers Insurance Group 2367‐2 Green Acres Rd Fayetteville, AR 72703 Phone: (479) 521‐8684 Fax: (479) 521‐4063 Email: [email protected]

NAIFA ‐ California Ronald J. Adams, CLU, RFC, CCPS College Funding Advisors 7403 Winding Way Fair Oaks, CA 95628 Phone: (916) 967‐1797 Fax: (916) 967‐1236 Email: [email protected]

NAIFA ‐ Colorado Robert L. Avery, II, CLU, ChFC, CFP, LUTC Avery & Associates 950 S Cherry St #720 Denver, CO 80246 Phone: (303) 757‐5854 Email: [email protected]

NAIFA ‐ Connecticut Drew Tagliavini Northeast Brokerage, Inc 867 Main Street Manchester, CT 06040 Phone: (860) 783‐8115 Fax: (860) 432‐7951 Email: [email protected]

NAIFA ‐ Delaware Daniel J. Reisinger, CLU, ChFC Mariner Financial Services / The IRA Guys PO Box 188 Kemblesville, PA 19347 Phone: (610) 389‐1231 Fax: (484) 371‐8102 Email: [email protected]


NAIFA ‐ Florida Ronnie Day, LUTCF Southern Farm Bureau Life Insurance 153 Hwy 97 Molino, FL 32577‐5553 Phone: (850) 587‐2135 Fax: (850) 587‐2137 Email: [email protected] NAIFA ‐ Georgia Donald M. Esposito, CLU, ChFC, RHU 457 Chatfield Pointe NW Marietta, GA 30064 Phone: (770) 846‐6379 Email: [email protected] NAIFA ‐ Greater Washington DC Christopher M. Pirtle, LUTCF Peake Financial 8630 Fenton Street Ste. 406 Silver Spring, MD 20910‐6366 Phone: (301) 650‐9188 Fax: (301) 650‐4182 Email: [email protected] Guam AIFA Mercedes S. Alegre, LUTCF Money Resources, Inc. PO Box 1762 Agana, GU 96932 Phone: (671) 646‐0000 Fax: (671) 649‐0014 Email: [email protected]

NAIFA ‐ Hawaii Steven R. Markham, LUTCF Aja Benefit Consultants 165 Keawe Street Suite 101 Hilo, HI 96720‐3086 Phone: (808) 935‐8795 Fax: (808) 935‐0377 Email: [email protected]

NAIFA ‐ Idaho Anne Stoll Lorenz 7644 N. Froman Ave. Boise, ID 83714 Phone: (208) 853‐1658 Fax: (208) 853‐6665 Email: [email protected]

NAIFA ‐ Illinois Eric G. Ekstrom, CLU, ChFC Windy City Financial Partners 2500 W. Higgins Road Suite 360 Hoffman Estates, IL 60169 Phone: (847) 519‐1353 Fax: (847) 310‐5911 Email: [email protected] NAIFA ‐ Indiana C. David Welsheimer, CLU, ChFC, RFC,LUTCF Ohio National Financial Group P.O. Box 2363 Anderson, IN 46018‐2363 Phone: (765) 644‐2781 Fax: (765) 644‐8556 Email: [email protected]

NAIFA ‐ Iowa Anthony J. Schau, CFP North Star Resource Group 209 E Washington St Ste 300 Iowa City, IA 52240‐3928 Phone: (319) 351‐4307 Fax: (319) 354‐9004 Email: [email protected]

NAIFA ‐ Kansas Gene W. Warren, LUTCF State Farm Insurance Companies 2801 Claflin Road Manhattan, KS 66502‐2815 Phone: (785) 776‐7220 Fax: (785) 770‐9802 Email: [email protected]


NAIFA ‐ Kentucky J. Dennis Johnson, CLU, ChFC Financial Partners Group 9960 Corporate Campus Dr Suite 1100 Louisville, KY 40223‐4048 Phone: (502) 426‐4340 x4002 Fax: (502) 426‐4996 Email: [email protected]

NAIFA ‐ Louisiana Michael R. Spielmann Corporate Financial Strategies 301 E Kaliste Saloom Road Suite 200 Lafayette, LA 70508‐3288 Phone: (337) 232‐9902 Fax: (337) 236‐5566 Email: [email protected]

NAIFA ‐ Maine Timothy L. Thompson Living Wealth Partners 299 Ocean House Rd Cape Elizabeth, ME 04107‐2432 Phone: (207) 671‐5079 Fax: (207) 775‐7611 Email: [email protected] NAIFA ‐ Maryland William D. Franklin, CFP Franklin Financial Group, LLC 11350 McCormick Road Suite 200 Hunt Valley, MD 21031 Phone: (410) 771‐0134 Fax: (410) 771‐0135 Email: willie@franklin‐group.com

NAIFA ‐ Massachusetts Anne Fletcher Wellesley Financial 242 Causeway St Medfield, MA 02052 Phone: (508) 359‐7946 Fax: (508) 359‐7309 Email: [email protected]

NAIFA ‐ Michigan A. Christopher Engle, LUTCF, CFP, ChFC, AEP Argus Financial Consultants 971 Spaulding SE Ste B Ada, MI 49301 Phone: (616) 949‐8300 Fax: (877) 696‐1919 Email: [email protected] NAIFA ‐ Minnesota Gary T. Havir, LUTCF Educators Insurance Resource Svcs Inc 2079 County Rd D, E C200 Maplewood, MN 55109 Phone: (651) 773‐6566 Fax: (651) 773‐4959 Email: [email protected]

NAIFA ‐ Mississippi Benny L. Hubbard, LUTCF Hubbard Insurance and Financial Solutions 702 Prominence Drive Flowood, MS 39232 Phone: (601) 260‐5449 Fax: (601) 510‐9700 Email: [email protected]


NAIFA ‐ Missouri Gregory Lynn Grimes, LUTCF, CSA Financial Resource Group, LLC 4604 Shale Oaks Avenue Columbia, MO 65203 Phone: (573) 864‐2185 Fax: (866) 808‐3948 Email: [email protected]

NAIFA ‐ Montana Brian S. Salonen, LUTCF, CLU Guardian 1014 South Ave. W. Missoula, MT 59801 Phone: (406) 728‐6699 Fax: (406) 728‐9226 Email: [email protected]

NAIFA ‐ Nebraska Bryan L. Holen Principal Financial 2620‐2nd Ave Ste 2 Kearney, NE 68847 Phone: (308) 236‐2001 Fax: (308) 237‐6001 Email: [email protected]

NAIFA ‐ Nevada Blayne A. Gale, CLU,ChFC, LUTCF New York Life 50 W Liberty St Ste 500 Reno, NV 89501‐1941 Phone: (775) 325‐2208 Fax: (775) 325‐2287 Email: [email protected]

NAIFA ‐ New Hampshire Scott D. Demers, LUTCF, APCC MetLife Financial Services 2 Washington Street #304 Dover, NH 03820‐3889 Phone: (603) 516‐5433 Email: [email protected]

NAIFA ‐ New Jersey Roland J. Basinski, CLU, ChFC, LUTCF Employee Benefits Brokerage Service 148 Franklin Road Denville, NJ 07834‐1536 Phone: (973) 586‐1434 Fax: (973) 983‐9796 Email: [email protected]

NAIFA ‐ New Mexico Kathleen E. Apodaca Northwestern Mutual Southwest 8220 San Pedro Dr NE Ste 505 Albuquerque, NM 87113‐2476 Phone: (505) 872‐7833 Fax: (505) 880‐9606 Email: [email protected]

NAIFA ‐ New York State Lawrence J. Holzberg, LUTCF American Business 10 Cuttermill Road Suite 302 Great Neck, NY 11021 Phone: (516) 303‐1643 Fax: (516) 627‐4191 Email: [email protected] NAIFA ‐ North Carolina Paul L. Farr, CLU, ChFC, FSS, LUTCF Southern Farm Bureau Life P O Box 280 Currituck, NC 27929‐0280 Phone: (252) 232‐2277 x 213 Fax: 888‐686‐9376 Email: [email protected]


NAIFA ‐ North Dakota James W. Simons, ChFC, LUTCF First Command Financial Planning 900 North Broadway Ste. 120 Minot, ND 58703 Phone: (701) 839‐6669 Fax: (701) 852‐0206 Email: [email protected]

NAIFA ‐ Ohio Jennifer L. Alford Creative Financial Partners 1070 Commerce Drive/Bldg. 3 Perrysburg, OH 43551 Phone: (419) 873‐8500 ext 1010 Fax: (419) 873‐8503 Email: [email protected] NAIFA ‐ Oklahoma Joseph W. Hladik Waddell & Reed, Inc. 2222 W 12th Ave Stillwater, OK 74074‐5154 Phone: (405) 707‐0232 Fax: (405) 707‐0292 Email: [email protected]

NAIFA ‐ Oregon Merrie (Kim) Kelly, CLTC The Oregon Insurance Lady 1830 Tigertail Rd Eugene, OR 97405 Phone: 541‐222‐9020 Email: [email protected] NAIFA ‐ Pennsylvania David L. Barrist Barrist Insurance Group P.O. Box 2200 40 Rock Hill Road Bala Cynwyd, PA 19004‐6200 Phone: (610) 667‐0777 Fax: (610) 667‐4904 Email: [email protected]

NAIFA – Puerto Rico Roberto A. Guardiola Transamerica 416 Ave. Ponce De Leon Union Plaza Building 802 San Juan, PR 00918 Phone: (787) 641‐1261 Fax: (787) 641‐1424 Email: [email protected]

NAIFA ‐ Rhode Island Michael D. Carano Carano Financial Strategies, LLC P.O. Box 10369 14 Haywood Street, Suite 2 Cranston, RI 02910 Phone: (401) 632‐0404 Fax: (401) 632‐4811 Email: [email protected]

NAIFA ‐ South Carolina Gerry Allen Cieluch, LUTCF, CSA Cieluch Financial Services 534 Fox Hurst Ct Moore, SC 29369 Phone: (864) 400‐9500 Fax: (877) 578‐1825 Email: [email protected] NAIFA ‐ South Dakota Jeffery A. Skinner, CFP Skinner Financial Services, Inc. 2913 E. 57th St. Sioux Falls, SD 57108‐2238 Phone: (605) 331‐4528 Fax: (605) 335‐0916 Email: [email protected]


NAIFA ‐ Tennessee John William Felton, IV Tennessee Brokerage Agency, Inc. PO Box 11767 Knoxville, TN 37939‐1767 Phone: (865) 588‐9555 Fax: (865) 588‐9577 Email: [email protected]

NAIFA ‐ Texas Lane Boozer, LUTCF Don Boozer & Assoc. 1400 N Corinth St Suite 109 Corinth, TX 76208‐5444 Phone: (940) 566‐0800 Fax: (940) 497‐6504 Email: [email protected]

NAIFA ‐ Utah Calvin Don Welling, CLU, ChFC, CFP, CFS Securian Financial Services 2225 Washington Blvd Suite 230 Ogden, UT 84401‐6887 Phone: (801) 399‐5409 Fax: (801) 399‐5425 Email: [email protected]

NAIFA ‐ Vermont Jo Ann Thibault The Vermont Agency 483 Mill Pond Rd Colchester, VT 05446‐6235 Phone: (802) 861‐7988 Fax: (802) 864‐0331 Email: [email protected]

NAIFA ‐ Virginia Steven J. Holt AXA Advisors, LLC 5771 Sugarloaf Mtn Rd Roanoke, VA 24018‐7827 Phone: (540) 983‐7138 Fax: (540) 989‐7792 Email: steven.holt@axa‐advisors.com

NAIFA ‐ Washington John B. Nichols, CSA Nichols CO 3345 Lakewood Ave S Seattle, WA 98144‐7231 Phone: (206) 920‐8631 Fax: (206) 722‐1655 Email: [email protected] NAIFA ‐ West Virginia Gary W. Kelley, LUTCF, CLU Kelley Agency 724 Lakeview Dr Martinsburg, WV 25401 Phone: (304) 263‐4596 Fax: (304) 263‐8677 Email: [email protected]

NAIFA ‐ Wisconsin John R. Wheeler, CLU, ChFC, LUTCF John Patrick Planning Group 2301 Riverside Dr, Ste 2 Green Bay, WI 54301‐1907 Phone: (920) 430‐7970 Fax: (920) 430‐7971 Email: [email protected]


NAIFA ‐ Wyoming Diane L. Bessert, LUTCF New York Life 111 W 2nd St Suite 307 Casper, WY 82601 Phone: (307) 237‐5535 Fax: (307) 237‐5956 Email: [email protected]


2014‐2015 STATE NATIONAL COMMITTEE PERSONS NAIFA ‐ Alabama Booker Joseph, CLU, ChFC, FLMI NAIFA ‐ Alabama 1041 Edgewater Lane Chelsea, AL 35043‐2000 Phone: (205) 437‐8558 Fax: (888) 258‐9159 Email: [email protected]

NAIFA ‐ Alaska David L. Stratton, CLU, ChFC, CASL, CRPC NAIFA ‐ Alaska 1500 West 33rd Avenue Suite 210 Anchorage, AK 99503‐3505 Phone: (907) 522‐1194 Fax: (907) 522‐3415 Email: [email protected]

NAIFA ‐ Arizona Jim Bennett, LUTCF NAIFA ‐ Arizona 24654 N Lake Pleasant Pkwy Ste 103‐575 Peoria, AZ 85383‐1359 Phone: (623) 979‐4140 Fax: (888) 514‐4140 Email: [email protected]

NAIFA ‐ Arkansas Philip W. McCarty, LUTCF NAIFA ‐ Arkansas 10810 Executive Center Drvie Suite 301 Phone: (501) 223‐1609 Fax: (501) 223‐1646 Email: [email protected]

NAIFA ‐ California Michael J. Ables, LUTCF NAIFA ‐ California P.O. Box 1578 Nipomo, CA 93444‐1578 Phone: (805) 534‐1168 Fax: (805) 534‐1178 Email: [email protected]

NAIFA ‐ Colorado Robert E. Ross, LUTCF NAIFA ‐ Colorado 7955 E. Arapahoe Ct. #3400 Centennial, CO 80112‐6829 Phone: (303) 771‐1722 Fax: (303) 771‐1275 Email: [email protected]

NAIFA ‐ Connecticut Nancy L. Simm, CLTC, LTCP, CSA NAIFA ‐ Connecticut 1 Farm Glen Blvd. Farmington, CT 06032 Phone: (860) 677‐6777 Fax: (860) 470‐0221 Email: [email protected]

NAIFA ‐ Delaware Edward A. Zabielski, Jr., LUTCF, CAP NAIFA ‐ Delaware 651 N. Broad Street Suite 304 Middletown, DE 19709 Phone: (302) 575‐0177 Fax: (302) 735‐9623 Email: [email protected]


NAIFA ‐ Florida Mark R. Tiralosi, LUTCF NAIFA ‐ Florida 1021 Douglas Avenue Altamonte Springs, FL 32716 Phone: (407) 389‐3577 Fax: (407) 774‐0936 Email: [email protected]

NAIFA ‐ Georgia W. Pierce McWaters NAIFA ‐ Georgia 1050 East Piedmont Rd Suite 108‐306 Marietta, GA 30062 Phone: (770) 438‐7484 Fax: (770) 433‐1856 Email: [email protected] NAIFA ‐ Greater Washington DC Richard L. Stone, CLU, LUTCF, CBC, AIF NAIFA ‐ Greater Washington DC 843‐E Quince Orchard Blvd. Gaithersburg, MD 20878‐1626 Phone: (301) 840‐9669 Fax: (301) 840‐5475 Email: [email protected] NAIFA ‐ Hawaii Dennis C. H. Kim, CLU,ChFC,LUTCF,MBA NAIFA ‐ Hawaii P.O. Box 893159 Mililani, HI 96789‐0159 Phone: (808) 625‐2500 Fax: (808) 625‐6258 Email: [email protected]

NAIFA ‐ Idaho Deborah J. Dale, LTCP NAIFA ‐ Idaho 1251 North Five Mile Road Boise, ID 83713‐8037 Phone: (208) 364‐8440 Fax: (208) 364‐8414 Email: [email protected]

NAIFA ‐ Illinois Bruce P. Knopp, LUTCF, CLU, ChFC NAIFA ‐ Illinois 921 Eddystone Circle Naperville, IL 60565‐6113 Phone: (630) 284‐8607 Email: [email protected] NAIFA ‐ Indiana William Y. Barber, CLU, ChFC, LUTCF NAIFA ‐ Indiana 620 East Court Avenue Jeffersonville, IN 47130 Phone: (812) 282‐6950 Fax: (812) 282‐4896 Email: [email protected]

NAIFA ‐ Iowa Roger S. McCullough, CLU NAIFA ‐ Iowa 900 Central Suite 23 Fort Dodge, IA 50501‐1142 Phone: (515) 576‐6841 Fax: (515) 576‐5382 Email: roger.mccullough@axa‐advisors.com

NAIFA ‐ Kansas Bob L. Reynolds, LUTCF NAIFA ‐ Kansas 504 West Republic Salina, KS 67401 Phone: (785) 827‐4535 Fax: (785) 404‐6655 Email: [email protected]

NAIFA ‐ Kentucky Leonard E. McNairy, LUTCF NAIFA ‐ Kentucky P.O. Box 172 Louisville, KY 40201‐0172 Phone: (502) 552‐9617 Fax: (502) 742‐9578 Email: [email protected]


NAIFA ‐ Louisiana Eleanor B. Blaylock, LUTCF, RHU, REBC, CSA NAIFA ‐ Louisiana 5925 Line Avenue Suite 2 Shreveport, LA 71106 Phone: (318) 219‐7874 Fax: (318)219‐4121 Email: [email protected]

NAIFA ‐ Maine Max L. Lynds, RHU NAIFA ‐ Maine P.O.Box 806 Houlton, ME 04730‐0806 Phone: (207) 532‐2291 x5721 Fax: (207) 532‐4474 Email: [email protected]

NAIFA ‐ Maryland Tammy L. Gladstone, LUTCF NAIFA ‐ Maryland 22695 Three Notch Road Suite 102 California, MD 20619 Phone: (301) 866‐9700 Fax: (301) 866‐0893 Email: [email protected]

NAIFA ‐ Massachusetts Adam Sachs, CLU, ChFC, CFP, CLTC NAIFA ‐ Massachusetts 160 Gould St Ste 212 Needham Heights, MA 02494‐2300 Phone: (781) 446‐5000 Fax: (781) 446‐5050 Email: [email protected]

NAIFA ‐ Michigan Dennis L. Miller, LUTCF, CLU NAIFA ‐ Michigan 649 State Road P.O. Box 186 Vassar, MI 48768‐0186 Phone: (989) 823‐8493 Fax: (989) 823‐3943 Email: [email protected]

NAIFA ‐ Minnesota Robert G. O'Fallon, CLU, ChFC, CFP, CFS NAIFA ‐ Minnesota 1604 South 1st Street P.O. Box 1021 Willmar, MN 56201‐1021 Phone: (320) 214‐7837 Fax: (320) 235‐7497 Email: [email protected]

NAIFA ‐ Mississippi John W. Bounds NAIFA ‐ Mississippi 299 South 9th Street Suite 203 Oxford, MS 38655‐3918 Phone: (662) 236‐4549 Fax: (662) 236‐4353 Email: [email protected]

NAIFA ‐ Missouri Carl James Maus, LUTCF NAIFA ‐ Missouri 432 Fort Saratoga Saint Charles, MO 63303 Phone: (636) 939‐4700 Fax: (636) 939‐4701 Email: [email protected]


NAIFA ‐ Montana Daniel L. Rust, LUTCF NAIFA ‐ Montana P.O. Box 1335 Bozeman, MT 59771‐1335 Phone: (406) 587‐8287 Fax: (406) 585‐3421 Email: [email protected]

NAIFA ‐ Nebraska Michael W. Struebing, LUTCF, CLU NAIFA ‐ Nebraska 12110 Port Grace Blvd. Suite 101 LaVista, NE 68128 Phone: (402) 763‐9000 Fax: (402) 492‐8552 Email: [email protected] NAIFA ‐ Nevada Richard B. Jacobs, LUTCF NAIFA ‐ Nevada 5396 Painted Sunrise Drive Las Vegas, NV 89149‐6443 Phone: (702) 395‐6434 Fax: (702) 395‐6460 Email: dickjacobs@dick‐jacobs.com

NAIFA ‐ New Hampshire Timothy R. Truncellito NAIFA ‐ New Hampshire 66 Hanover Street Suite 202 Manchester, NH 03101‐2230 Phone: (603) 623‐7092 Email: [email protected]

NAIFA ‐ New Jersey George R. Sutphen, III NAIFA ‐ New Jersey 12 Welisewitz Road Ringoes, NJ 08551 Phone: (609) 466‐9499 Fax: (609) 466‐5965 Email: [email protected]

NAIFA ‐ New Mexico Randall C. Wimsatt, LUTCF, FSS NAIFA ‐ New Mexico 2460 E 20th St Farmington, NM 87401‐4402 Phone: (505) 325‐5709 Fax: (505) 325‐9188 Email: [email protected]

NAIFA ‐ New York State Donald J. Damick, CLU, LUTCF NAIFA ‐ New York State 745 Pre Emption Rd Geneva, NY 14456‐1335 Phone: (315) 789‐3753 Fax: (315) 781‐2343 Email: [email protected]

NAIFA ‐ North Carolina Alexander S. Smith, LUTCF NAIFA ‐ North Carolina 511 Shepherd Street Suite 101‐A Winston Salem, NC 27103 Phone: (336) 723‐6268 Fax: (336) 245‐2501 Email: [email protected]


NAIFA ‐ North Dakota Keith A. Phillips, LUTCF, LTCP NAIFA ‐ North Dakota 725 Center Avenue Suite 11 Moorhead, MN 56560‐1972 Phone: (218) 236‐0948 Fax: (218) 233‐3569 Email: [email protected]

NAIFA ‐ Ohio J. Edward McClendon, LUTCF NAIFA ‐ Ohio 85 Benedict Ave Ste 104 Norwalk, OH 44857‐2112 Phone: (419) 663‐2995 Fax: (419) 663‐2995 Email: [email protected]

NAIFA ‐ Oklahoma James A. Freudenberger NAIFA ‐ Oklahoma 205 West 7th Avenue Suite 201‐C Stillwater, OK 74074‐4041 Phone: (405) 377‐5311 Fax: (405) 372‐4828 Email: [email protected]

NAIFA ‐ Oregon Donald L. Nau, CLU, LUTCF NAIFA ‐ Oregon 818 So 69th Street Springfield, OR 97478‐7323 Phone: (541) 747‐1458 Fax: (541) 726‐8547 Email: [email protected]

NAIFA ‐ Pennsylvania William P. Krause, CLU, ChFC NAIFA ‐ Pennsylvania 1765 Elbow Lane Allentown, PA 18103 Phone: (610) 703‐8185 Fax: (610) 798‐2500 Email: [email protected]

NAIFA ‐ Rhode Island John N. Peacock, CFP NAIFA ‐ Rhode Island 18 Aubin Street P.O. Box 152 Seekonk, MA 02771 Phone: (401) 232‐2073 Fax: (401) 633‐6581 Email: [email protected]

NAIFA ‐ South Carolina Mary Ann Cannady, LUTCF NAIFA ‐ South Carolina 305 Washington Street P.O. Box 799 Walterboro, SC 29488 Phone: (843) 549‐1846 Fax: (843) 549‐6628 Email: [email protected]

NAIFA ‐ South Dakota Dennis L. Rowley, LUTCF, RHU NAIFA ‐ South Dakota 25654 431st Ave. Spencer, SD 57374 Phone: (605) 480‐4444 Fax: (605) 246‐2466 Email: [email protected]


NAIFA ‐ Tennessee Bobby L. Queener, LUTCF, CLU NAIFA ‐ Tennessee 567 Cason Lane Suite D Murfreesboro, TN 37128‐4871 Phone: (615) 895‐9540 Fax: (615) 867‐6983 Email: [email protected]

NAIFA ‐ Texas Dee K. Carter, CLU, ChFC, CSA, RFC NAIFA ‐ Texas 1030 Andrews Hwy Ste 105 Midland, TX 79701‐3893 Phone: (432) 685‐1372 Fax: (432) 685‐3790 Email: [email protected]

NAIFA ‐ Utah Marc E. Barlage, LUTCF NAIFA ‐ Utah 2470 E Campus Dr Salt Lake City, UT 84121‐3950 Phone: (801) 256‐3690 Email: [email protected]

NAIFA ‐ Vermont Richard L. Lowrey, LUTCF NAIFA ‐ Vermont 1233 Shelburne Road Suite E‐5 South Burlington, VT 05403‐7751 Phone: (802) 860‐9990 Fax: (802) 860‐9992 Email: [email protected]

NAIFA ‐ Virginia Paul A. Scott, LUTCF NAIFA ‐ Virginia 2115 Lafayette Blvd. Fredericksburg, VA 22401 Phone: (540) 891‐9331 Fax: (540) 898‐2915 Email: [email protected]

NAIFA ‐ Washington Alan R. Zalewski, CLU, ChFC, LUTCF NAIFA ‐ Washington 1919 North Pearl Street Suite B‐3 Tacoma, WA 98406‐2461 Phone: (253) 752‐9400 Fax: (253) 327‐6648 Email: [email protected]

NAIFA ‐ West Virginia Stephen J. Biron, LUTCF, CLU NAIFA ‐ West Virginia 3060 Mount Vernon Road Suite 103 Hurricane, WV 25526‐9475 Phone: (304) 757‐0450 Fax: (304) 757‐0451 Email: [email protected]

NAIFA ‐ Wisconsin Elwood B. Syverson, LUTCF NAIFA ‐ Wisconsin 115 East State Street Mauston, WI 53948‐1522 Phone: (608) 847‐5552 Fax: (608) 847‐1172 Email: [email protected]


NAIFA ‐ Wyoming Steve L. Hampton, LUTCF NAIFA ‐ Wyoming 721 2nd Street Upton, WY 82730 Phone: (307) 468‐2635 Fax: (307) 468‐2415 Email: [email protected]


2014‐2015 STATE MEMBERSHIP CHAIRS NAIFA ‐ Alabama Marvin R. Keys, LUTCF Alfa Insurance 1302 Greensboro Avenue Tuscaloosa, AL 35401 Phone: (205) 345‐6225 Fax: (205) 345‐6224 Email: [email protected] NAIFA ‐ Alaska Jessica C. Roley, MBA MedPhysicals Plus, LLC 4141 B Street Suite 210 Anchorage, AK 99503‐2000 Phone: (907) 561‐7587 Fax: (907) 561‐7002 Email: [email protected] NAIFA ‐ Arizona Mike Ford Pro Formance Financial Group 2440 W. Mission Ln, Ste 11 Phoenix, AZ 85201 Phone: (602) 944‐2220 Fax: (602) 944‐8856 Email: mford@pfg‐inc.com NAIFA ‐ Arkansas Jason E. Carter Carter Insurance 3702 Texas Blvd Texarkana, TX 75503 Phone: (903) 794‐2833 Fax: (903) 792‐6427 Email: [email protected]

NAIFA ‐ California Shane E. Westhoelter, AEP, CLU, CLTC, LUTC Gateway Financial Advisors, Inc 4101 Dublin Blvd. Suite F Dublin, CA 94568‐4603 Phone: (925) 999‐8699 Fax: (800) 939‐9714 Email: [email protected] NAIFA ‐ Colorado Gregory B. McElheny Centennial State Financial 90 S. Cascade Avenue Ste. 1400 Colorado Springs, CO 80903‐1628 Phone: (719) 388‐7179 Email: [email protected] NAIFA ‐ Connecticut Scott A. Mullen, LUTCF NAIFA ‐ Connecticut 165 Annable Point Road Centerville, MA 02632‐2431 Phone: (888) 266‐4381 Fax: (508) 778‐0158 Email: [email protected] NAIFA ‐ Delaware Stephanie M. Records Chesapeake Insurance Advisors 10 Corporate Circle Suite 215 New Castle, DE 19720 Phone: (302) 983‐7832 Email: [email protected]


NAIFA ‐ Florida Rod Whited, CFP, CLU, ChFC, CASL Northwestern Mutual 3620 NW 43rd St Ste. A Gainesville, FL 32606 Phone: (352) 377‐7577 Fax: (352) 335‐3998 Email: [email protected] NAIFA ‐ Georgia Jonathan C. Mitchell Ameritas 101 McCanless Street Cartersville, GA 30120 Phone: (770) 386‐6161 Fax: (770) 386‐6181 Email: [email protected] NAIFA ‐ Greater Washington DC Lauren Broache Sproles ExamOne 5538 Willys Avenue Halethorpe, MD 21227 Phone: (301) 717‐2391 Email: [email protected] NAIFA ‐ Hawaii Wayne S. Bautista, LUTCF Pacific Guardian Life Insurance 1440 Kapiolani Blvd. Suite 1700 Honolulu, HI 96814‐3698 Phone: (808) 942‐1206 Fax: (808) 942‐1264 Email: [email protected] NAIFA ‐ Idaho Trent A. Yost, CFP, ChFC, LUTCF Cornerstone Finacial Advisors 1455 Bench Rd Ste B Pocatello, ID 83201 Phone: (208) 237‐2277 Fax: (208) 237‐6845 Email: [email protected]

NAIFA ‐ Illinois Timothy Ippel, CFP, ChFC, CLU Thrivent Financial 983 Clocktower Court Suite C Springfield, IL 62704‐1393 Phone: (217) 787‐1877 Email: [email protected] NAIFA ‐ Indiana Kyle J. Cyr Cyr and Cyr Insurance Services 7311‐A West Jefferson Blvd Fort Wayne, IN 46804‐6237 Phone: (260) 456‐4405 Fax: (260) 745‐1134 Email: [email protected] NAIFA ‐ Iowa Martin T. Berger, CLU Berger Benefit Connections 14858 West Ridge Lane Suite 10 Dubuque, IA 52003 Phone: (563) 582‐6313 Fax: (563) 557‐7091 Email: [email protected] NAIFA ‐ Kansas Mark L. Begley, CLU, ChFC AXA Advisors, LLC 219 North 6th Street Atchison, KS 66002‐2453 Phone: (913) 367‐0826 Fax: (913) 367‐0896 Email: mark.begley@axa‐advisors.com NAIFA ‐ Kentucky James S. Ashley, CLU, ChFC, LUTCF The Ashley Agency 8900 Harmony Place Ct. Louisville, KY 40242 Phone: (502) 339‐7020 Fax: (502) 339‐7020 Email: [email protected]


NAIFA ‐ Louisiana Michael R. Spielmann Corporate Financial Strategies 301 E Kaliste Saloom Road Suite 200 Lafayette, LA 70508‐3288 Phone: (337) 232‐9902 Fax: (337) 236‐5566 Email: [email protected] NAIFA ‐ Maine Scott A. Mullen, LUTCF NAIFA ‐ Maine 165 Annable Point Road Centerville, MA 02632‐2431 Phone: (888) 266‐4381 Fax: (508) 778‐0158 Email: [email protected] NAIFA ‐ Maryland Bruce L. Palmieri, CLU, ChFC Northwestern Mutual 111 South Calvert Street Suite 2500 Baltimore, MD 21202 Phone: (410) 659‐6006 Fax: (410) 659‐6031 Email: [email protected] NAIFA ‐ Massachusetts Scott A. Mullen, LUTCF NAIFA ‐ Northeast 165 Annable Point Rd Centerville, MA 02632‐2431 Phone: (888) 266‐4381 Fax: (508) 778‐0158 Email: [email protected] NAIFA ‐ Michigan Ryan P. Smith, ChFC, CASL, CFP Argus Financial Consultants 971 Spaulding SE Suite B Ada, MI 49301‐3705 Phone: (616) 949‐8300 Fax: (877) 696‐1919 Email: [email protected]

NAIFA ‐ Minnesota Thomas K. Kilton, CLU, ChFC, CASL, LUTCF State Farm Insurance Companies 3430 Nicollet Ave. S. Minneapolis, MN 55408 Phone: (612) 827‐3655 Fax: (612) 823‐1767 Email: [email protected] NAIFA ‐ Mississippi Tmora L. Payne, LUTCF Henry Payne Agency 171 East Oxford Stret Pontotoc, MS 38863 Phone: (662) 488‐8006 Fax: (662) 488‐0402 Email: [email protected] NAIFA ‐ Missouri S. Ann Pugh, CFP Bill Houk Agency Inc. 102 Wesmor Clinton, MO 64735 Phone: (660) 885‐3311 Fax: (660) 885‐3417 Email: [email protected] NAIFA ‐ Montana Kathryn M Burton, REBC, RHU, CLU Bern & Pugh, Inc. 1000 25th Street North Great Falls, MT 59401‐1381 Phone: (406) 727‐4969 Fax: (406) 727‐4979 Email: [email protected] NAIFA ‐ Nebraska Charles M. Olson, II, LUTCF OCI 17445 Arbor St Ste 310 Omaha, NE 68130‐4645 Phone: (402) 330‐8700 Fax: (402) 330‐8706 Email: [email protected]


NAIFA ‐ New Hampshire Scott A. Mullen, LUTCF NAIFA ‐ Maine 165 Annable Point Road Centerville, MA 02632‐2431 Phone: (888) 266‐4381 Fax: (508) 778‐0158 Email: [email protected] NAIFA ‐ New Jersey Lynda M. Baccoli WS Vogel Agency, Inc. 290 West Mt. Pleasant Ave., Suite 2300 Livingston, NJ 7039 Phone: (973) 992‐7171 Fax: (973) 597‐1860 Email: [email protected] NAIFA ‐ New Mexico Steven A. Trujillo Greater New Mexico General Office 6565 Americas Parkway, Ste 500 Albuquerque, NM 87110 Phone: (505) 880‐2071 Fax: (505) 872‐9460 Email: [email protected] NAIFA ‐ New York State Joseph M. Tavernite, CLF Northeast Business Center 22 Enfield Lane Kings Park, NY 11754‐4029 Phone: (516) 637‐2474 Email: [email protected] NAIFA ‐ North Carolina Mark A. Griffin, LUTCF Pegram ‐ Prevatte Insurance P.O. Box 168 Burlington, NC 27216 Phone: (336) 263‐0285 Fax: (336) 226‐4039 Email: [email protected]

NAIFA ‐ North Dakota Bonnie L. Baglien‐Sprecher, LUTCF, LTCP, CLTC Mutual of Omaha Companies 12A 3rd St South Grand Forks, ND 58201‐4728 Phone: (701) 795‐1070 Fax: (701) 795‐1072 Email: [email protected] NAIFA ‐ Ohio Elie A. Harriett Classic Insurance & Financial Services Co. 1850 Fleming Falls Rd Mansfield, OH 44903‐8704 Phone: (419) 631‐8063 Fax: (419) 754‐2754 Email: [email protected] NAIFA ‐ Oklahoma Gregory R. Huffman, LUTCF Huffman Insurance & Financial Servs. 2401 Westport Drive Norman, OK 73069 Phone: (405) 573‐0100 Fax: (405) 307‐0100 Email: [email protected] NAIFA ‐ Oregon Sheri L. Weber DI Broker 16325 SW Boones Ferry Rd, #101 Lake Oswego, OR 97035‐4295 Phone: (503) 636‐2112 Fax: (503) 636‐2144 Email: [email protected] NAIFA ‐ Pennsylvania J. Drew Shumski, LUTCF, RFC, MDRT Wealth Planners Group 159 Pine Crest Lane Lansdale, PA 19446 Phone: (215) 368‐8681 Fax: (215) 822‐0620 Email: [email protected]


Puerto Rico AIFA Antonio H. Cordero Conde APPS Paramedical Services P.O. Box 192077 San Juan, PR 00919‐2077 Phone: (787) 722‐6002 Fax: (787) 722‐9760 Email: [email protected] NAIFA ‐ Rhode Island Jonathan Paul Matrullo, MBA, LUTCF J.P. Matrullo Financial, LLC 10 Orms St Ste 410 Providence, RI 02904‐7814 Phone: (401) 276‐8788 Email: [email protected] NAIFA ‐ South Carolina Jerry L. Latta Jerry Latta 117 Ticonderoga Dr Greer, SC 29650 Phone: (864) 676‐0366 Fax: (864) 676‐0458 Email: [email protected] NAIFA ‐ South Dakota Calvin M. Sievers, FIC, LUTCF Thrivent Financial 1301 W. Omaha St., Ste. 203 Rapid City, SD 57701‐2429 Phone: (605) 737‐7751 Fax: (605) 342‐0218 Email: [email protected] NAIFA ‐ Tennessee Cindy G. Moyers, CIC, CISR, LUTCF Moyers Insurance 1029 East Brentwood Drive Morristown, TN 37814 Phone: (423) 312‐5478 Fax: (423) 581‐4929 Email: [email protected]

NAIFA ‐ Texas Hagan J. Dial Guardian 4130 Spicewood Springs Road Suite 200 Austin, TX 78759 Phone: (512) 343‐7947 Fax: (512) 343‐7974 Email: [email protected] NAIFA ‐ Utah Michael L. Elder Sorensen & Elder Insurance Services 186 E 1800 N, Ste 1 North Logan, UT 84341 Phone: (435) 750‐0852 Fax: (435) 787‐8726 Email: [email protected] NAIFA ‐ Vermont Timothy L. Cope Fleischer Jacobs Group 381 Martindale Rd Shelburne, VT 05482‐6710 Phone: (802) 865‐5000 Fax: (802) 865‐4919 Email: [email protected] NAIFA ‐ Virginia John D. Duni, CLU, ChFC Financial Services of Virginia, LLC 14601 Castleford Ct Midlothian, VA 23113‐6459 Phone: (804) 622‐0562 Email: [email protected] NAIFA ‐ Washington James A. Scott, Sr., LUTCF Waddell & Reed, Inc. 4002 Tacoma Mall Blvd. Suite 104 Tacoma, WA 98409 Phone: (253) 474‐9555 Fax: (253) 474‐8495 Email: [email protected]


NAIFA ‐ West Virginia Stephen J. Biron, LUTCF, CLU Biron Insurance Services 3060 Mount Vernon Road Suite 103 Hurricane, WV 25526‐9475 Phone: (304) 757‐0450 Fax: (304) 757‐0451 Email: [email protected] NAIFA ‐ Wisconsin Jeffrey P. Diehl The Advisory Group, Inc. 222 South State Street Appleton, WI 54911‐5843 Phone: (920) 730‐3400 Fax: (920) 730‐3418 Email: [email protected] NAIFA ‐ Wyoming Ida Marie Snead, LUTCF State Farm Insurance Companies 201 East Third Street Gillette, WY 82716 Phone: (307) 682‐3481 Fax: (307) 682‐8341 Email: [email protected]


2014‐2015 STATE ASSOCIATION EXECUTIVES NAIFA ‐ Alabama Sallie M. Bryant, FMLI, ACS, AIAA NAIFA ‐ Alabama 2820 Fairlane Drive Suite A‐1 Montgomery, AL 36116 Phone: (205) 568‐5610 Fax: (205) 268‐3402 Email: [email protected] NAIFA ‐ Alaska Stephanie Lee NAIFA ‐ Alaska 7328 Nathan Drive Anchorage, AK 99518 Phone: (907) 240‐8249 Email: [email protected] NAIFA ‐ Arizona Patricia A. Chesebrough, CAE NAIFA ‐ Arizona 11655 North 109th Street Scottsdale, AZ 85259 Phone: (480) 661‐6393 Fax: (480) 661‐6743 Email: naifa‐[email protected] NAIFA ‐ Arkansas Suzanne Kellar NAIFA ‐ Arkansas PO Box 26038 Little Rock, AR 72221‐6038 Phone: (501) 868‐1733 Fax: (501) 227‐7834 Email: [email protected]

NAIFA ‐ California Karen Roberts NAIFA ‐ California 621 Capitol Mall Suite 2500 Sacramento, CA 95814 Phone: (916) 442‐8888 Fax: (916) 442‐0382 Email: [email protected] NAIFA ‐ Colorado Bob Lundy NAIFA ‐ Denver P.O. Box 271273 Louisville, CO 80027 Phone: (303) 919‐4494 Fax: (303) 362‐5809 Email: [email protected] NAIFA ‐ Connecticut Linda M. Surovick NAIFA ‐ Connecticut Asso. Headquarters of NE, LLC 68 Tarbox Street Dedham, MA 02026 Phone: (888) 266‐4381 Email: [email protected] NAIFA ‐ Delaware Kate Schlegel NAIFA ‐ Delaware 6 Daphne Court Wilmington, DE 19808 Phone: (302) 668‐3816 Fax: (302) 225‐3169 Email: [email protected]


NAIFA ‐ Florida Paul S. Brawner, AIP NAIFA‐ Florida 1836 Hermitage Blvd. Suite 200 Tallahassee, FL 32308 Phone: (850) 422‐1701 Fax: (850) 422‐2762 Email: paul.brawner@naifa‐florida.org NAIFA ‐ Georgia Debby Evans NAIFA ‐ Georgia 677 Main Street Suwannee, GA 30024 Phone: (770) 455‐4459 Fax: (770) 455‐4469 Email: [email protected] NAIFA ‐ Greater Washington DC Dina Land NAIFA ‐ Greater Washington DC P.O. Box 5153 Arlington, VA 22205 Phone: (703) 532‐8778 Fax: (703) 940‐8393 Email: dina@naifa‐gwdc.org NAIFA ‐ Hawaii Cynthia Takenaka NAIFA ‐ Hawaii 516 Kawaihae Street Suite E Honolulu, HI 96825‐1240 Phone: (808) 394‐3451 Fax: (808) 395‐4417 Email: [email protected] NAIFA ‐ Idaho Mary A. Pasker Crossroads Insurance 2361 East Van Oker Street Meridian, ID 83646 Phone: (208) 376‐9122 Email: [email protected]

NAIFA ‐ Illinois Sara E. Decatoire, CAE, IOM NAIFA ‐ Illinois 60 Adloff Lane Springfield, IL 62703 Phone: (217) 529‐0126 Fax: (217) 529‐0977 Email: sara@naifa‐il.com NAIFA ‐ Indiana Sandra L. Gray NAIFA ‐ Indiana 7050 E 116th St Ste 50PO # 459 Fishers, IN 46038‐3112 Phone: (317) 844‐6268 Fax: (317) 844‐7659 Email: SandyG2012@NAIFA‐Indiana.org NAIFA ‐ Iowa Michele Grassley Clarke NAIFA ‐ Iowa 409 Washington Street Suite A Cedar Falls, IA 50613‐2812 Phone: (866) 632‐1491 Fax: (703) 342‐0386 Email: [email protected] NAIFA ‐ Kansas Sandra Braden NAIFA ‐ Kansas 825 South Kansas Avenue Suite 500 Topeka, KS 66612‐1253 Phone: (785) 233‐4512 Fax: (785) 233‐2206 Email: [email protected]


NAIFA ‐ Kentucky Gayle H. Prescott NAIFA ‐ Kentucky 12808 Townepark Way Suite 200 Louisville, KY 40243 Phone: (502) 244‐0150 Fax: (502) 244‐3111 Email: [email protected] NAIFA ‐ Louisiana Shannon Kuetemeyer Robertson, CAE, M.S. NAIFA ‐ Louisiana 5526 Galeria Drive Baton Rouge, LA 70816‐6082 Phone: (225) 293‐5258 Fax: (225) 292‐3394 Email: [email protected] NAIFA ‐ Maine Linda M. Surovick NAIFA ‐ Maine Asso. Headquarters of NE, LLC 68 Tarbox Street Dedham, MA 02026 Phone: (888) 266‐4381 Email: [email protected] NAIFA ‐ Maryland Joan Smith NAIFA ‐ Maryland 191 Main Street Suite 200 Annapolis, MD 21401 Phone: (877) 304‐9934 Email: exec@naifa‐maryland.org NAIFA ‐ Massachusetts Linda M. Surovick NAIFA ‐ Northeast NAIFA Northeast 68 Tarbox Street Dedham, MA 02026 Phone: (888) 266‐4381 Fax: (781) 708‐9043 Email: [email protected]

NAIFA ‐ Michigan Kay Harless NAIFA ‐ Michigan 240 S Bridge St Ste 210 Dewitt, MI 48820‐8825 Phone: (517) 668‐3960 Fax: (517) 668‐3961 Email: [email protected] NAIFA ‐ Minnesota Todd W. Johnson NAIFA ‐ Minnesota 1405 Lilac Drive North Suite 121 Minneapolis, MN 55422‐4528 Phone: (763) 595‐4041 Fax: (763) 544‐1631 Email: [email protected] NAIFA ‐ Mississippi Fonda K. Devrow NAIFA ‐ Mississippi 5475 Executive Place Jackson, MS 39206‐4104 Phone: (601) 981‐1522 Fax: (601) 981‐2745 Email: NAIFA‐[email protected] NAIFA ‐ Missouri Lorie A. Smith NAIFA ‐ Missouri & NAIFA ‐ Greater Kansas City 722 East Capitol Avenue Jefferson City, MO 65101 Phone: (573) 634‐5202 Fax: (573) 634‐5954 Email: [email protected] NAIFA ‐ Montana Anita A. Newlin NAIFA ‐ Montana 170 Nicholson Dr Kalispell, MT 59901‐3236 Phone: (406) 890‐2200 Fax: (406) 890‐2300 Email: [email protected]


NAIFA ‐ Nebraska David S. McBride NAIFA ‐ Nebraska 1633 Normandy Court Suite A Lincoln, NE 68512‐1473 Phone: (402) 474‐7723 Fax: (402) 476‐6547 Email: [email protected] NAIFA ‐ Nevada James R. Myers NAIFA ‐ Nevada 1122 Alta Vista Court Sparks, NV 89434‐4014 Phone: (775) 358‐9058 Fax: (775) 358‐9187 Email: [email protected] NAIFA ‐ New Hampshire Linda M. Surovick NAIFA ‐ New Hampshire Asso. Headquarters of NE, LLC 68 Tarbox Street Dedham, MA 02026 Phone: (888) 266‐4381 Email: [email protected] NAIFA ‐ New Jersey Kristine Buckles, CAE NAIFA ‐ New Jersey PO Box 155 Ingleside, IL 60041 Phone: (847) 587‐0282 Email: [email protected] NAIFA ‐ New Mexico Lynda D. Turner, LUTCF NAIFA‐ New Mexico 1070 S Bosque Loop Bosque Farms, NM 87068‐9063 Phone: (505) 264‐2602 Fax: (505) 869‐0525 Email: [email protected]

NAIFA ‐ New York State Melissa K. McGrath NAIFA ‐ NYS P.O. Box 392 Fishkill, NY 12524 Phone: (845) 298‐2561 Fax: (845) 247‐5480 Email: [email protected] NAIFA ‐ North Carolina G. Kenneth Morgan, CAE NAIFA ‐ North Carolina 875 Washington Street Suite 1 Raleigh, NC 27605‐3252 Phone: (919) 839‐5828 Fax: (919) 821‐5743 Email: [email protected] NAIFA ‐ North Dakota Nancy Buechler NAIFA ‐ North Dakota 1811 East Thayer Avenue Bismarck, ND 58501 Phone: (701) 258‐9525 Fax: (701) 258‐9525 Email: info@naifa‐nd.org NAIFA ‐ Ohio David W. Field, CAE NAIFA ‐ Ohio 17 S High St Ste 200 Columbus, OH 43215‐3464 Phone: (614) 228‐4539 Fax: (614) 221‐1989 Email: [email protected] NAIFA ‐ Oklahoma Mary P. Garza, LUTCF, CLU, ChFC Garza & Associates 4334 NW Expressway Ste 237 Oklahoma City, OK 73116‐1576 Phone: (405) 881‐8024 Fax: (405) 810‐1799 Email: execvp@naifa‐oklahoma.org


NAIFA ‐ Oregon Mary Louise VanNatta‐Gail NAIFA ‐ Oregon PO Box 2881 Salem, OR 97308 Phone: (503) 371‐7457 x301 Fax: (503) 585‐8547 Email: [email protected] NAIFA ‐ Pennsylvania Jan T. Hartman, JD NAIFA ‐ Pennsylvania 4811 Jonestown Road Suite 233 Harrisburg, PA 17109 Phone: (717) 234‐2523 Fax: (717) 234‐5190 Email: jhartman@naifa‐pa.org Puerto Rico AIFA Yesenia Cruz Puerto Rico AIFA Mass Mutual Financial Group 273 Ponce De Leon Ave Plaza Scotiabank Suite 1400 San Juan, PR 00917 Phone: (787) 758‐2244 x248 Fax: (787) 759‐9646 Email: [email protected] NAIFA ‐ Rhode Island Mark A. Male Rhode Island Association of Insurance Agents, Inc. 2400 Post Rd Warwick, RI 02886‐2295 Phone: (401) 732‐2400 Fax: (401) 732‐1708 Email: mark.male@naifa‐ri.org

NAIFA ‐ South Carolina Cameron Yost NAIFA ‐ South Carolina PO Box 1502 Columbia, SC 29202‐1502 Phone: (803) 253‐7519 Fax: (803) 252‐0589 Email: [email protected] NAIFA ‐ South Dakota Jill Vermeire NAIFA ‐ South Dakota 1609 S. Monticello Avenue Sioux Falls, SD 57106 Phone: (605) 339‐0606 Email: info@naifa‐sd.org NAIFA ‐ Tennessee Catherine M. Balkcom, LUTCF NAIFA ‐ Tennessee 189 Fairmont Drive Murfreesboro, TN 37129‐1201 Phone: (615) 904‐6013 Fax: (615) 907‐6389 Email: [email protected] NAIFA ‐ Texas Timothy J. Von Kennel NAIFA ‐ Texas 515 Congress Ave Ste 1650 Austin, TX 78701‐3567 Phone: ( 512) 716‐8792 Email: tim.vonkennel@naifa‐texas.org NAIFA ‐ Utah Chelsea Nelson and J. Michael Stevens, CLU, ChFC C&M Management P.O. Box 150505 Ogden, UT 84415‐0505 Phone: (801) 476‐1791 Fax: (801) 476‐1554 Email: [email protected]


NAIFA ‐ Vermont Kami Jo Cunningham The Vermont Agency P.O. Box 4095 Burlington, VT 05408 Phone: 802‐467‐7842 Email: [email protected] NAIFA ‐ Virginia Marie T. Mercer, LUTCF NAIFA ‐ Virginia 3108 N Parham Rd Ste 100A Henrico, VA 23294‐4415 Phone: (804) 747‐6020, ext. 101 Fax: (804) 965‐0823 Email: marie@naifa‐virginia.org NAIFA ‐ Washington Linda S. Fox NAIFA ‐ Washington 7717 50th Avenue SE Lacey, WA 98513 Phone: (360) 350‐0521 Fax: (360) 350‐0523 Email: [email protected] NAIFA ‐ West Virginia John E. Pauley, CLU, ChFC, CLTC New York Life P. O. Box 3586 Charleston, WV 25336‐3586 Phone: (304) 345‐4343 Fax: (304) 345‐4342 Email: [email protected] NAIFA ‐ Wisconsin Michele Grassley Clarke NAIFA ‐ Wisconsin The Grassley Group 409 Washington Street, Suite A Cedar Falls, IA 50613 Phone: (866) 619‐5580 Fax: (703) 342‐0411 Email: [email protected]

NAIFA ‐ Wyoming Steve L. Hampton, LUTCF Hampton Insurance & Financial Services 721 2nd Street Upton, WY 82730 Phone: (307) 468‐2635 Fax: (307) 468‐2415 Email: [email protected]


2014‐2015 LARGE LOCAL ASSOCIATION EXECUTIVES NAIFA ‐ Boston Linda M. Surovick NAIFA ‐ Northeast 68 Tarbox Street Dedham, MA 02026 Phone: (888) 266‐4381 Fax: (781) 708‐9043 Email: [email protected] NAIFA ‐ Chicago Region Kristine A. Buckles, CAE NAIFA ‐ Chicago Region P.O. Box 155 Ingleside, IL 60041‐0155 Phone: (847) 587‐0282 Fax: (847) 587‐2195 Email: [email protected] NAIFA ‐ Dallas Karen H. True NAIFA ‐ Dallas 16990 Dallas Parkway, #212 Dallas, TX 75248 Phone: (972) 991‐2364 Email: [email protected] NAIFA ‐ Greater Detroit Kristine M. Wolfe, CAE NAIFA‐Greater Detroit 30600 Northwestern Hwy Suite 208 Farmington, MI 48334‐3171 Phone: (248) 538‐7654 Fax: (248) 671‐0165 Email: [email protected]

NAIFA ‐ Greater Metro Region Melissa K. McGrath NAIFA ‐ NYS P.O. Box 392 Fishkill, NY 12524 Phone: (845) 298‐2561 Fax: (845) 247‐5480 Email: [email protected] NAIFA ‐ Greater Philadelphia Tara Jackson NAIFA ‐ Greater Philadelphia P.O. Box 591 Lafayette Hill, PA 19444 Phone: (610) 765‐1417 Fax: (610) 465‐8868 Email: office@naifa‐gp.org NAIFA ‐ Houston Cindi Schorr NAIFA ‐ Houston 3300 S. Gessner Road Suite 202 Houston, TX 77063‐5299 Phone: 713‐526‐5331 Fax: 713‐526‐2911 Email: [email protected] NAIFA ‐ Omaha Joseph E. Pittman Creative Association Management P.O. Box 24133 Omaha, NE 68124‐0133 Phone: (402) 397‐0280 Fax: (402) 397‐0283 Email: jpittman@cam‐omaha.com


2014‐2015 ASSOCIATION EXECUTIVES ADVISORY COUNCIL

CHAIR Medium Local Rep (150‐399 members) Kim Kieschnick NAIFA ‐ Austin 441 Venture Blvd. S. Point Venture, TX 78645 Phone: (512) 401‐6412 Fax: (512) 331‐7583 Email: [email protected]

Small Local Rep (less than 150 members) Julie Akers NAIFA ‐ Tulsa PO Box 264 Sapulpa, OK 74067‐0264 Phone: 918‐706‐6615 Fax: 918‐398‐6963 Email: [email protected]

Large Local Rep (400+ members) Karen H. True NAIFA ‐ Dallas 16990 Dallas Parkway, #212 Dallas, TX 75248 Phone: (972) 991‐2364 Email: [email protected]

AEAC at Large Member Kristine M. Wolfe, CAE NAIFA‐Greater Detroit 30600 Northwestern Hwy Suite 208 Farmington, MI 48334‐3171 Phone: (248) 538‐7654 Fax: (248) 671‐0165 Email: [email protected]

Small State Rep (less than 900 members) Suzanne Kellar NAIFA ‐ Arkansas PO Box 26038 Little Rock, AR 72221‐6038 Phone: (501) 868‐1733 Fax: (501) 227‐7834 Email: [email protected]

Medium State (900‐1999 members) Michele Grassley Clarke NAIFA ‐ Iowa 409 Washington Street Suite A Cedar Falls, IA 50613‐2812 Phone: (866) 632‐1491 Fax: (703) 342‐0386 Email: [email protected]


Large State Rep (2000+ members) Sara E. Decatoire, CAE, IOM NAIFA ‐ Illinois 60 Adloff Lane Springfield, IL 62703 Phone: (217) 529‐0126 Fax: (217) 529‐0977 Email: sara@naifa‐il.com

Trustee Liaison Charles (Chuck) M. Olson, CLU, ChFC OCI Insurance 17445 Arbor St. Ste. 310 Omaha, NE 68130‐4645 Phone: (402) 330‐8700 Fax: Email: [email protected]

Staff Aide(s) Yasemin A. Washington Brown NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8219 Fax: (703) 770‐8224 Email: [email protected] Lacey L. Mitchell NAIFA‐ Headquarters 2901 Telestar Court Falls Church, VA 22042 Phone: (703) 770‐8221 Fax: (703) 770‐8484 Email: [email protected]

Laressa Gaitan NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1205 Phone: (703) 770‐8215 Fax: (703) 770‐8495 Email: [email protected]

Olivia Scott NAIFA‐ Headquarters 2901 Telestar Court Falls Church, VA 22042 Phone: 703‐770‐8235 Fax: 703‐770‐8493 Email: [email protected] Michelle Zaman NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8228 Fax: (703) 770‐8480 Email: [email protected]


2014‐2015 ASSOCIATIONS COMMITTEE Chair Robert G. O'Fallon, CLU, ChFC, CFP, CFS Anfinson Thompson Financial Services of MN 1604 South 1st Street P.O. Box 1021 Willmar, MN 56201‐1021 Phone: (320) 214‐7837 Fax: (320) 235‐7497 Email: [email protected] Committee Members James M. Balchin, LUTCF Balchin and Associates 2531 Centerwest Pkwy Suite 134 Augusta, GA 30909 Phone: (706) 736‐2522 Email: [email protected] Bruce P. Knopp, LUTCF, CLU, ChFC Futurity First 921 Eddystone Circle Naperville, IL 60565 Phone: (630) 284‐8607 Email: [email protected] H. Stephen Leslie, CLU, ChFC Leslie & Associates 1011 Tiger Blvd., Suite 600 Clemson, SC 29631 Phone: (864) 654‐8498 Fax: (864) 653‐5433 Email: [email protected]

Carolyn S. Miller, LUTCF, LIC General Agency Company 525 East Broadway Street Mount Pleasant, MI 48858 Phone: (989) 773‐6981 Fax: (989) 772‐1855 Email: cmiller@ga‐ins.com State Executive Representative Kim Kieschnick NAIFA ‐ Austin 441 Venture Blvd. S. Point Venture, TX 78645 Phone: (512) 401‐6412 Fax: (512) 331‐7583 Email: [email protected] Local Executive Representative David S. McBride NAIFA ‐ Nebraska 1633 Normandy Court Suite A Lincoln, NE 68512‐1473 Phone: (402) 474‐7723 Fax: (402) 476‐6547 Email: [email protected] Trustee Liaison Charles (Chuck) M. Olson, CLU, ChFC OCI Insurance 17445 Arbor St. Ste. 310 Omaha, NE 68130‐4645 Phone: (402) 330‐8700 Email: [email protected]


Staff Aide Yasemin A. Washington Brown NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8219 Fax: (703) 770‐8224 Email: [email protected] Lacey L. Mitchell NAIFA‐ Headquarters 2901 Telestar Court Falls Church, VA 22042 Phone: (703) 770‐8221 Fax: (703) 770‐8484 Email: [email protected]

Laressa Gaitan NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1205 Phone: (703) 770‐8215 Fax: (703) 770‐8495 Email: [email protected]

Olivia Scott NAIFA‐ Headquarters 2901 Telestar Court Falls Church, VA 22042 Phone: 703‐770‐8235 Fax: 703‐770‐8493 Email: [email protected] Michelle Zaman NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8228 Fax: (703) 770‐8480 Email: [email protected]


2014‐2015 YOUNG ADVISORS TEAM COMMITTEE Chair/Membership Liaison Benjamin A. Harding, CFP, ChFC, CLU Harding Financial and Insurance 600 Unicorn Park Drive 2nd Floor Waltham, MA 1801 Phone: 781‐933‐2792 Fax: (781) 899‐5829 Email: [email protected] Vice Chair/LILI Liaison Paul L. Farr, CLU, ChFC, FSS, LUTCF Southern Farm Bureau Life P O Box 280 Currituck, NC 27929‐0280 Phone: (252) 232‐2277 x 213 Fax: 888‐686‐9376 Email: [email protected] Immediate Past Chair Nickelle Leist Pinney Insurance Center, Inc. 2266 Lava Ridge Court #200 Roseville, CA 95661 Phone: (916) 773‐2800 Fax: (415) 369‐9991 Email: [email protected]

Committee on Associations Liaison Candace Krepps Dupree EMSI 7416 Turner Fish Rd Willow Spring, NC 27592 Phone: (919) 567‐0082 Fax: (919) 787‐0042 Email: [email protected] Member Benefits Liaison Jamie Adams Northern Rockies Financial Group 1014 South Ave. West Missoula, MT 59801 Phone: (406) 728‐6699 Fax: (406) 728‐9226 Email: [email protected] YAT IFAPAC Liaison David A. Cranfield Producer's Financial Network 5350 Tomah Drive Suite 3800 Colorado Springs, CO 80918‐6957 Phone: (719) 535‐0739 Fax: (719) 535‐0239 Email: [email protected] YAT PIC Liaison Mark Acre One Source Insurance Group 204 S Main St Nixa, MO 65714‐9603 Phone: (417) 724‐1700 Fax: (417) 724‐1723 Email: [email protected]


Communications Liaison Aprilyn Geissler Chavez Geissler Agency 3517 Wyoming Blvd. NE Suite A Albuquerque, NM 87111 Phone: (505) 271‐2222 Fax: (505) 828‐1233 Email: [email protected] Trustee Liaison Brock T. Jolly, CFP, CLU, ChFC, CASL Capitol Financial Partners 8000 Towers Crescent Drive Suite 1070 Vienna, VA 22182 Phone: (703) 424‐2401 Fax: (703) 991‐7762 Email: [email protected] State Executive Representative Kristine A. Buckles, CAE NAIFA ‐ Chicago Region P.O. Box 155 Ingleside, IL 60041‐0155 Phone: (847) 587‐0282 Fax: (847) 587‐2195 Email: [email protected] Local Executive Representative Jenna Olson NAIFA ‐ Seattle/Eastside 8025 Earl Ave NW Seattle, WA 98117 Phone: (206) 228‐9351 Email: [email protected]

Committee Members Cheryl Canzanella, LUTCF MassMutual 200 W. Forsyth Street Suite 200 Jacksonville, FL 32202 Phone: (904) 997‐2347 Email: [email protected] Ashley C. Corbally Northern Rockies Financial Group 1014 South Ave. W Missoula, MT 59801 Phone: (406) 728‐6699 Fax: (406) 728‐9226 Email: [email protected] Larry Ronrico Johnson, LUTCF L.R Johnson and Associates, Inc. 2440 Sandy Plains Rd Bld 3 Ste 210 Marietta, GA 30066 Phone: (770) 321‐1337 Fax: (770) 321‐2542 Email: ronco@lrj‐associates.com Sarah H. Mosley Mosley Financial Group 500 Southborough Dr, Ste 300 South Portland, ME 4106 Phone: (207) 761‐6745 Fax: (207) 221‐1184 Email: [email protected] Kelli N. Newman Midland National Life Insurance 151 Prosperous Place Suite 2A Lexington, KY 40509‐1804 Phone: (859) 263‐5188 Fax: (859) 263‐2005 Email: [email protected]


Jennifer M. Versaggi Insurance and Trust 8548 N. Dale Mabry Hwy Suite 2A Tampa, FL 33607 Phone: (813) 933‐7333 Email: [email protected] Ad Hoc Members Tyler D. Hirth MetLife Financial Services 301 Carlson Pkwy Suite 300 Minnetonka, MN 55305 Phone: (952) 769‐2153 Fax: (952) 854‐7889 Email: [email protected] Juan F. Ibarra New York Life 1 S Church Ave Ste 2200 Tucson, AZ 85701‐1621 Phone: (520) 620‐5379 Email: [email protected] John D. Richardson AXA Advisors, LLC 6840 Carothers Parkway Suite 100 Franklin, TN 37067 Phone: (615) 386‐6372 Fax: (615) 246‐3923 Email: john.richardson@axa‐advisors.com Luke R. Wimsatt Wimsatt Financial Network 2460 E 20th St Farmington, NM 87401 Phone: (505) 325‐5709 Fax: (505) 325‐9188 Email: [email protected]

Lacey M. Zumberge Opes One Advisors 15303 N. Dallas Parkway Ste. 550 Addison, TX 75001 Phone: 214‐446‐0989 Email: [email protected] Staff Aide Yasemin A. Washington Brown NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8219 Fax: (703) 770‐8224 Email: [email protected] Lacey L. Mitchell NAIFA‐ Headquarters 2901 Telestar Court Falls Church, VA 22042 Phone: (703) 770‐8221 Fax: (703) 770‐8484 Email: [email protected] Laressa Gaitan NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1205 Phone: (703) 770‐8215 Fax: (703) 770‐8495 Email: [email protected] Olivia Scott NAIFA‐ Headquarters 2901 Telestar Court Falls Church, VA 22042 Phone: 703‐770‐8235 Fax: 703‐770‐8493 Email: [email protected]


Michelle Zaman NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8228 Fax: (703) 770‐8480 Email: [email protected]


2014‐2015 AUDIT COMMITTEE Chair Michael M. Nicholson, CLU, ChFC, LLIF The Nicholson Group 6515 Grand Teton Plaza Suite 210 Madison, WI 53719‐1048 Phone: (608) 836‐4595 Fax: (608) 836‐9545 Email: [email protected]

Committee Members Michael R. White, CLU, ChFC, CLTC Virginia Asset Management, LLC 130 Wylderose Drive Midlothian, VA 23113 Phone: (804) 330‐0711 Fax: (804) 330‐0880 Email: [email protected] Kevin L. Bell, JD, CLU, ChFC Guardian 9000 Keystone Xing Ste 300 Indianapolis, IN 46240‐2149 Phone: (317) 571‐2365, ext.148 Fax: (317) 848‐4234 Email: [email protected]

Ex‐Officio Matthew S. Tassey, CLU, ChFC, LUTCF E A Scribner Insurance Agency 482 Congress St Ste 503 Portland, ME 04101‐3409 Phone: (207) 871‐1538 Fax: (207) 772‐5501 Email: [email protected]

Staff Aide Paul Wessel NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8119 Fax: (703) 770‐8107 Email: [email protected]


2014‐2015 COMMUNICATIONS COMMITTEE Chair Stephen E. Forman, CRC Rosenbaum Financial, LLC 150 SW Harrison Suite 300 Rosenbaum Financial, LLC Portland, OR 97201 Phone: (503) 352‐1300 Email: [email protected]

Committee Members Aprilyn Geissler Chavez Geissler Agency 3517 Wyoming Blvd. NE Suite A Albuquerque, NM 87111 Phone: (505) 271‐2222 Fax: (505) 828‐1233 Email: [email protected] Kenneth W. Head, CLU, LUTCF Head Financial Group, Inc 880 S Pleasantburg Drive Suite 2C Greenville, SC 29607‐2450 Phone: (864) 232‐7355 Fax: (864) 232‐7399 Email: [email protected] Robert M. Quinlan, CLU, ChFC, LUTCF Quinlan Insurance and Financial Services 207 Johnson Street Winona, MN 55987‐3537 Phone: (507) 454‐0900 Fax: (507) 454‐7668 Email: [email protected]

Trustee Liaison James J. Van Ham, CFP, CLU, ChFC Country Insurance and Financial Services 1709 Ogden Ave. Lisle, IL 60532 Phone: (630) 963‐9600 Fax: (630) 241‐1148 Email: [email protected]

Staff Aide Sheila Owens NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042 Phone: (703) 770‐8112 Fax: (703) 770‐8411 Email: [email protected] Mark Briscoe NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1261 Phone: (703) 770‐8111 Fax: (703) 770‐8107 Email: [email protected] Ernie Halal NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8113 Fax: (703) 770‐8407 Email: [email protected]


2014‐2015 FINANCE COMMITTEE Chair Matthew S. Tassey, CLU, ChFC, LUTCF E A Scribner Insurance Agency 482 Congress St Ste 503 Portland, ME 04101‐3409 Phone: (207) 871‐1538 Fax: (207) 772‐5501 Email: [email protected]

Committee Members Jules O. Gaudreau, Jr., ChFC, CIC The Gaudreau Group, Inc. 1984 Boston Rd PO Box 369 Wilbraham, MA 01095‐1046 Phone: (413) 543‐3534 Fax: (413) 543‐4153 Email: [email protected] David B. Malkin, CLU, ChFC NJ Life & Casualty Associates, LLC 354 Eisenhower Parkway Suite 2900 Livingston, NJ 07039‐1023 Phone: (973) 535‐0955 Fax: (973) 535‐1099 Email: [email protected] Phillip C. Richards, CFP, RHU, CLU North Star Resource Group 2701 University Avenue, SE Suite 300 Minneapolis, MN 55414‐3233 Phone: (612) 617‐6000 Email: [email protected]

Juli Y. McNeely, LUTCF, CFP, CLU McNeely Financial Services, Inc. 702 E Willow Dr Spencer, WI 54479‐9344 Phone: (715) 659‐4255 Fax: (715) 659‐4194 Email: [email protected] H. Larry Fortenberry, CPA, CLU, ChFC Executive Planning Group PO Box 16566 Jackson, MS 39236‐6566 Phone: (601) 982‐3000 Fax: (601) 982‐0520 Email: [email protected] James W. Monteverde, CLU, ChFC, AEP The Monteverde Group, LLC Three Gateway Center Suite 2300 Pittsburgh, PA 15222‐1000 Phone: (412) 391‐0419 Fax: (412) 391‐0338 Email: [email protected]

Ex‐Officio(s) Paul R. Dougherty, LUTCF, FSS, HIA State Farm Insurance Companies 3420 Hamilton Street Hyattsville, MD 20782 Phone: (301) 927‐1391 Fax: (301) 864‐6463 Email: [email protected]


John F. Nichols, MSM, CLU Disability Resource Group, Inc. 2625 West Peterson Avenue Chicago, IL 60659 Phone: (800) 945‐9719, ext. 301 Fax: (773) 725‐7828 Email: [email protected]

Staff Aide Dr. Susan B. Waters, CAE NAIFA‐Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8102 Fax: (703) 770‐8107 Email: [email protected] Paul Wessel NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8119 Fax: (703) 770‐8107 Email: [email protected]


2014‐2015 GOVERNANCE COMMITTEE Chair Paul R. Dougherty, LUTCF, FSS, HIA State Farm Insurance Companies 3420 Hamilton Street Hyattsville, MD 20782 Phone: (301) 927‐1391 Fax: (301) 864‐6463 Email: [email protected] Vice Chair

Ike Stone Trotter, CLU, CASL, ChFC, AEP Ike Trotter Agency, LLC P. O. Box 1145 Greenville, MS 38702‐1145 Phone: (662) 378‐9550 Fax: (662) 378‐9535 Email: [email protected]

Committee Members Brad A. Tapscott, CFP, ChFC, CRPC Ameriprise 225 Seven Farms Drive Suite 102 Daniel Island, SC 29492 Phone: (843) 284‐1237 Fax: (843) 284‐1238 Email: [email protected] Jay A. Ochanpaugh Ochanpaugh Financial Group 1603 22nd Street Suite 100 West Des Moines, IA 50266‐1410 Phone: (515) 249‐0816 Fax: (800) 724‐9619 Email: [email protected]

Terry K. Headley, LUTCF, FSS, LIC Headley Financial Group 12110 Port Grace Blvd. Suite 101 La Vista, NE 68128‐3190 Phone: (402) 492‐2773 Fax: (402) 492‐8552 Email: [email protected] Edward R. Vrablik, II, LUTCF GCG Financial 3000 Lakeside Drive Suite 200‐S Bannockburn, IL 60015‐1229 Phone: 847‐457‐3000 Fax: 847‐831‐2688 Email: [email protected] Ray E. Smith, CLU, ChFC Ray Smith Wealth Management, Inc. 619 South Western Road Stillwater, OK 74074 Phone: (405) 743‐0035 Fax: (405) 743‐1685 Email: [email protected] Randall D. Kaufmann Kaufmann & Associates, LLC 429 South 18th Street Camp Hill, PA 17011‐1759 Phone: (717) 303‐1933 Email: [email protected] Carol J. Chiarito Chiarito's Retirement by Design 801 N Grand Ave Pueblo, CO 81003‐2911 Phone: (719) 545‐5777 Fax: (719) 225‐8350 Email: [email protected]


William F. Kelly, III, ChFC Norton Agency 5180 Roswell Road NE South Building, Suite 203 Atlanta, GA 30342 Phone: (770) 363‐6479 Email: [email protected]

Ex‐Officio John R. Dean, CLU, ChFC, MSFS Independent P.O. Box 348 Willmar, MN 56201 Phone: (320) 212‐5235 Email: [email protected]

Staff Aide Jennifer Ellis Corcoran NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8103 Fax: (703) 770‐8107 Email: [email protected] John F. Boyle NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8267 Fax: (703) 770‐8212 Email: [email protected]


2014‐2015 SUBCOMMITTEE‐ BYLAWS & RESOLUTIONS Chair Robert O. Smith, CLU, ChFC, JD Northwestern Mutual PO Box 295 Grand Rapids, MI 49501‐0295 Phone: (616) 233‐2040 Fax: (616) 774‐4483 Email: [email protected]

Staff Aide Michael E. Gerber NAIFA 2901 Telestar Ct Ste 140 Falls Church, VA 22042‐1261 Phone: (703) 770‐8190 Fax: (703) 770‐8460 Email: [email protected]


2014‐2015 SUBCOMMITTEE – CREDENTIALS Chair Alan J. Stearley The Gaudreau Group 1984 Boston Rd. Suite B Wilbraham, MA 1095 Phone: (413) 543‐3534 Fax: (413) 543‐4153 Email: [email protected]

Staff Aide(s) Diane Ramos, CMP NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042 Phone: (703) 770‐8222 Fax: (703) 770‐8483 Email: [email protected] Lateesha Bailey NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1261 Phone: (703) 770‐8145 Fax: (703) 770‐8432 Email: [email protected] John F. Boyle NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8267 Fax: (703) 770‐8212 Email: [email protected]


2014‐2015 SUBCOMMITTEE – ELECTIONS Chair Randy R. Kilgore, CLU, LUTCF, RHU Randy R. Kilgore and Company 611 N. Nevada Suite #4 Colorado Springs, CO 80903‐1073 Phone: (719) 578‐0075 Fax: (719) 578‐0772 Email: [email protected]

Staff Aide(s) Dr. Susan B. Waters, CAE NAIFA‐Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8102 Fax: (703) 770‐8107 Email: [email protected]


2014‐2015 GOVERNMENT RELATIONS COMMITTEE Chair Byron Hyatt Erstad, Jr. Erstad & Company 1108 West Boise Avenue Suite 100 Boise, ID 83706 Phone: (208) 343‐8899 Fax: (208) 343‐8932 Email: [email protected]

Committee Members Robert H. Fitzsimmons, CFP FP Wealth Management, Inc. 770 North Cotner Blvd., #411 Lincoln, NE 68505‐2344 Phone: (402) 465‐5678 Fax: (402) 465‐8317 Email: [email protected] Bruce J. Pope, CLU,ChFC,CASL Northwestern Mutual ‐ Columbia, SC 1901 Bull Street Columbia, SC 29201‐2507 Phone: (803) 254‐0133x3026 Fax: (803) 753‐9831 Email: [email protected] Connie Golleher, CLTC The Golleher Group 20910 Beallsville Road Dickerson, MD 20842 Phone: (703) 304‐7717 Email: [email protected]

Booker Joseph, CLU, ChFC, FLMI United Healthcare 33 Inverness Center Parkway Suite 350 Birmingham, AL 35242 Phone: (205) 437‐8558 Fax: (888) 258‐9159 Email: [email protected] Lawrence E. Lounds, CLU, ChFC, LUTCF Security 1st Benefits Corporation G‐3526 Miller Road Suite B Flint, MI 48507‐1236 Phone: (810) 230‐1266, ext. 327 Fax: (810) 230‐1276 Email: [email protected] Joey Ussery, CLU, ChFC, LUTCF John Hancock Life Insurance 1330 Post Oak Blvd. Suite 2050 Houston, TX 77056‐3158 Phone: (713) 629‐9180 Fax: (713) 629‐6083 Email: [email protected] Howard M. Rosenblatt, JD, CLU, ChFC, LUTCF 2830 NW 41st St Ste H Gainesville, FL 32606‐6667 Phone: (352) 373‐7100 Fax: (352) 376‐3760 Email: [email protected]


Waylon F. Peterson, CFP,CTFA TCU Investment Services 110 South Main Street South Bend, IN 46601 Phone: (574) 284‐6210 Fax: (574) 472‐7223 Email: wpeterson‐[email protected] Dennis P. Cuccinelli Primary Financial 100 Passaic Avenue Suite 110 Fairfield, NJ 7004 Phone: (908) 310‐8400 Fax: (973) 575‐9001 Email: [email protected] Terrence P. Frett, CPCU, CEBS, CLU, RHU Frett/Barrington W239 N3490 Pewaukee Road Suite 101 Pewaukee, WI 53072 Phone: (262) 696‐5010 Fax: (262) 696‐5020 Email: [email protected] Frederick W. Joyner Carolina Benefit Administrators, Inc. 1321 Westbrook Plaza Drive Suite 220 Winston Salem, NC 27103‐1354 Phone: (336) 765‐0297 Fax: (336) 760‐0851 Email: [email protected]

IFAPAC Liaison(s) John J. Brooking, RFC John J. Brooking & Associates 8905 S. Heather Drive Tempe, AZ 85284 Phone: (480) 967‐3351 Fax: Email: [email protected]

Eddie F. Anderson, LUTCF, CLU Hawkins Insurance Group 103 South First Street P.O. Box 100 Edina, MO 63537‐0100 Phone: (660) 397‐2251, ext.17 Fax: (660) 397‐2320 Email: edanderson@hawkins‐group.com

State Executive Representative Todd W. Johnson NAIFA ‐ Minnesota 1405 Lilac Drive North Suite 121 Minneapolis, MN 55422‐4528 Phone: (763) 595‐4041 Fax: (763) 544‐1631 Email: [email protected]

Trustee Liaison Tom Cothron, LUTCF Southern Farm Bureau Life 5800 Southwest 20th Street Ocala, FL 34474‐9360 Phone: (352) 237‐2124 Fax: (352) 237‐2127 Email: [email protected]

Staff Aide(s) Judith A. Carsrud NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8155 Fax: (703) 770‐8442 Email: [email protected]


Steve Kline NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042 Phone: (703) 770‐8187 Fax: (703) 770‐8464 Email: [email protected] Kyle Kunkler NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042 Phone: (703) 770‐8153 Fax: (703) 770‐8437 Email: [email protected] Magenta Ishak NAIFA‐ Headquarters 2901 Telestar Court Falls Church, VA 22042‐1205 Phone: (703) 770‐8152 Fax: (703) 770‐8151 Email: [email protected] Gary A. Sanders, JD NAIFA‐ Headquarters 2901 Telestar Court Falls Church, VA 22042‐1205 Phone: (703) 770‐8192 Fax: (703) 770‐8194 Email: [email protected] William R. Anderson, JD NAIFA‐ Headquarters 2901 Telestar Court Falls Church, VA 22042‐1205 Phone: (703) 770‐8193 Fax: (703) 770‐8463 Email: [email protected]

Matthew Laptew NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042 Phone: (703) 770‐8157 Fax: (703) 770‐8457 Email: [email protected] Jill E. Hoffman NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8158 Fax: (703) 770‐8426 Email: [email protected] Diane Boyle, HIA NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8252 Fax: (703) 770‐8374 Email: [email protected]


2014‐2015 SUBCOMMITTEE – POLITICAL ACTION Chair John C. Johns, LUTCF Southern Farm Bureau Life Insurance P.O. Box 708 Hazlehurst, MS 39083‐0708 Phone: (601) 894‐4521 Fax: (601) 894‐4530 Email: [email protected]

First Vice Chair F. Nicholas Kelley, CLU Kelley Financial Services, Inc 17110 Marcy Street Suite 104 Omaha, NE 68118 Phone: (402) 991‐7595 Fax: (402) 991‐7559 Email: [email protected]

Regional Vice Chairs Jim Bennett, LUTCF Bennett Insurance Group, Inc. 24654 N Lake Pleasant Pkwy Ste 103‐575 Peoria, AZ 85383‐1359 Phone: (623) 979‐4140 Fax: (888) 514‐4140 Email: [email protected] Barry C. Johnson, FIC, IAR BJFS, LLC 217 8th Avenue P.O. Box 537 Wellman, IA 52356‐0537 Phone: (319) 646‐2821 Fax: (319) 646‐2821 Email: [email protected]

Adam Sachs, CLU, ChFC, CFP, CLTC Centinel Financial Group, LLC 160 Gould St Ste 212 Needham Heights, MA 02494‐2300 Phone: (781) 446‐5000 Fax: (781) 446‐5050 Email: [email protected] Charles W. Potts, RHU, CLU, RFC, CFS MassMutual Financial Group 620 N Robinson Ave Suite 201 Oklahoma City, OK 73102 Phone: (405) 410‐2466 Fax: (405) 813‐2085 Email: [email protected] Mark A. Staat Northwestern Mutual 305 Hoover Blvd Ste. 400 Holland, MI 49423 Phone: (616) 396‐1458 Fax: (616) 396‐0011 Email: [email protected] David Russell, CLU, ChFC, RHU, Rogers Benefit Group 1211 N West Shore Blvd Ste 601 Tampa, FL 33607‐4622 Phone: (813) 749‐9041 Fax: (813) 289‐0753 Email: [email protected]


Assistant Regional Vice Chairs C. Anthony McDonald, CLU, ChFC, CLTC, MSFS MetLife Financial Associates, Inc. 111 Continental Dr Ste 305 Newark, DE 19713‐4302 Phone: (302) 781‐1054 Fax: (302) 738‐3604 Email: [email protected] Todd G. Grantham, CFP, CLU, ChFC, MSFS Northwestern Mutual Financial Network 240 Leigh Farm Road, Suite 400 Durham, NC 27707 Phone: (919) 401‐0345 Fax: (919) 493‐4853 Email: [email protected] Douglas B. Massey, CLU, ChFC, FSS Doug Massey Financial Services P.O. Box 60707 San Angelo, TX 76906 Phone: (325) 942‐8896 Fax: (325) 224‐4728 Email: [email protected] Aldous Kawailani Paalani Equity Insurance Services, Inc 2219 Kaululaau Street Honolulu, HI 96813 Phone: (808) 561‐9572 Fax: (808) 593‐7756 Email: [email protected] John C. Haffner, CASL, LUTCF Northwestern Mutual P O Box 609 Zionsville, IN 46077 Phone: (317) 733‐4975 Fax: (317) 290‐2470 Email: [email protected]

Brian R. Emswiler, LTCIS Long Term Care Insurance Advisors, Inc. 15830 Venture Lane Eden Prairie, MN 55344‐5732 Phone: (952) 937‐9127 Fax: (952) 937‐7605 Email: [email protected]

Local Executive Representative Janice Stevens NAIFA ‐ Charlotte 4600 Park Road Suite #300‐304 Charlotte, NC 28209‐2289 Phone: (704) 527‐2244 Fax: (704) 943‐0791 Email: [email protected]

State Executive Representative Patricia A. Chesebrough, CAE NAIFA ‐ Arizona PO Box 4728 Scottsdale, AZ 85261 Phone: (480) 661‐6393 Fax: (480) 661‐6743 Email: naifa‐[email protected]

YAT Liaison David A. Cranfield Producer's Financial Network 5350 Tomah Drive Suite 3800 Colorado Springs, CO 80918‐6957 Phone: (719) 535‐0739 Fax: (719) 535‐0239 Email: [email protected]


Trustee Liaison Michael O. Brown, LUTCF MassMutual Financial Group 620 N Robinson Ave Ste 201 Oklahoma City, OK 73102‐6217 Phone: (405) 270‐8030 Fax: (405) 270‐8050 Email: [email protected]

Staff Aide(s) Magenta Ishak NAIFA‐ Headquarters 2901 Telestar Court Falls Church, VA 22042‐1205 Phone: (703) 770‐8152 Fax: (703) 770‐8151 Email: [email protected] Stephanie N. Sheridan NAIFA‐ Headquarters 2901 Telestar Court Falls Church, VA 22042‐1205 Phone: 703‐770‐8156 Fax: (703) 770‐8438 Email: [email protected]


2014‐2015 SUBCOMMITTEE – POLITICAL INVOLVEMENT

Chair Eddie F. Anderson, LUTCF, CLU Hawkins Insurance Group 103 South First Street P.O. Box 100 Edina, MO 63537‐0100 Phone: (660) 397‐2251, ext.17 Fax: (660) 397‐2320 Email: edanderson@hawkins‐group.com

First Vice Chair Michael A. Lundy, LUTCF, CLF State Farm Insurance Companies 3230 Dayton Xenia Road Beavercreek, OH 45434 Phone: (937) 320‐9070 Fax: (937) 320‐9086 Email: [email protected]

Regional Vice Chairs Deborah L. Pearson, LUTCF, CLU American Family Life Insurance Company 5723 Yukon Street Arvada, CO 80002‐2447 Phone: (303) 423‐5854 Email: [email protected] Thomas O. Michel Michel Financial Group 18835 West Olympic Blvd. Suite 835E Los Angeles, CA 90064 Phone: (310) 231‐8263 Email: [email protected]

John W. Bounds Bounds & Associates 299 South 9th Street Suite 203 Oxford, MS 38655‐3918 Phone: (662) 236‐4549 Fax: (662) 236‐4353 Email: [email protected] John W. Wheeler, CFP, CLU, ChFC, CRPC Water Tower Financial Partners, LLC 1 North Franklin Avenue Suite 2470 Chicago, IL 60606 Phone: (312) 984‐6346 Fax: (312) 984‐6319 Email: [email protected] William P. Krause, CLU, ChFC Krause Financial Services 1765 Elbow Lane Allentown, PA 18103 Phone: (610) 703‐8185 Fax: (610) 798‐2500 Email: [email protected] Michael T. Steadman Futurity First Insurance Group 1100 NW Loop 410 Suite 280 San Antonio, TX 78213 Phone: (210) 319‐4904 Fax: (210) 366‐2573 Email: [email protected]


Assistant Regional Vice Chairs James O. Geitgey, LUTCF, FIC Geitgey Financial Services 4 West Main St #406 Springfield, OH 45502 Phone: (937) 323‐5497 Fax: (937) 323‐5149 Email: [email protected] David S. Spellman Pratt Financial Group, Inc. PO Box 439 Westbrook, ME 04098‐0439 Phone: (207) 854‐9745 Fax: (207) 854‐2109 Email: [email protected] Kathleen E. Apodaca Northwestern Mutual Southwest 8220 San Pedro Dr NE Ste 505 Albuquerque, NM 87113‐2476 Phone: (505) 872‐7833 Fax: (505) 880‐9606 Email: [email protected] John M. Woleben, CLU, ChFC, AEP Friedman Associates 233 Business Park Drive Suite 200 Virginia Beach, VA 23462‐6543 Phone: (757) 420‐9600 Fax: (757) 420‐9430 Email: john@friedman‐insurance.com Larry R. Lee, CLU, ChFC Financial Diligence Partners 8841 Research Drive Suite 100 Irvine, CA 92618 Phone: (949) 855‐4337 Fax: (949) 855‐4330 Email: [email protected]

Richard B. Rice, CLU MassMutual Financial Group 2709 Lynn Ave S St Louis Park, MN 55416 Phone: (952) 417‐6995 Fax: 612‐333‐9041 Email: [email protected]

State Executive Representative Kristine M. Wolfe, CAE NAIFA‐Greater Detroit 30600 Northwestern Hwy Suite 208 Farmington, MI 48334‐3171 Phone: (248) 538‐7654 Fax: (248) 671‐0165 Email: [email protected]

Local Executive Representative Catherine M. Balkcom, LUTCF NAIFA ‐ Tennessee 189 Fairmont Drive Murfreesboro, TN 37129‐1201 Phone: (615) 904‐6013 Fax: (615) 907‐6389 Email: [email protected]

YAT Liaison Mark Acre One Source Insurance Group 204 S Main Nixa, MO 65714‐8458 Phone: (417) 724‐1700 Fax: (417) 724‐1723 Email: [email protected]


Trustee Liaison Gregory T. Toscano, LUTCF Johnson Insurance Consultants 302 West Superior Street Suite 400 Duluth, MN 55802‐5120 Phone: (218) 722‐4431 Fax: (218) 727‐1770 Email: [email protected]

Staff Aide(s) Maggie Fogg NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1205 Phone: (703) 770‐8154 Fax: (703) 770‐8457 Email: [email protected] Magenta Ishak NAIFA‐ Headquarters 2901 Telestar Court Falls Church, VA 22042‐1205 Phone: (703) 770‐8152 Fax: (703) 770‐8151 Email: [email protected]


2014‐2015 INVESTMENT COMMITTEE

Chair H. Richard Dobson, Jr., CFP Investors Prof Services Inc. AFM Plaxa, 6003 University Avenue Cedar Falls, IA 50613‐7827 Phone: (319) 277‐3553 Fax: (319) 277‐0798 Email: dickjr@afm‐invest.com

Committee Members Robert A. Matson, CLU, ChFC Robert A. Matson, CLU, ChFC P.O. Box 605 333 Orchard Street Millis, MA 02054‐0605 Phone: (508) 376‐2009 Fax: (508) 376‐2339 Email: [email protected] Melvin P. Meyers, CLU, ChFC , AEP ARMOR Wealth Management 16479 Dallas Parkway Ste 850 Addison, TX 75001 Phone: 469‐737‐4119 Fax: (972) 980‐8515 Email: [email protected] Nick M. Economos Fuduciary Financial Partners, LLC 608 S Washington Street Ste 301 Naperville, IL 60540 Phone: (630) 780‐1534 ext 200 Fax: Email: [email protected]

Matthew S. Tassey, CLU, ChFC, LUTCF E A Scribner Insurance Agency 482 Congress St Ste 503 Portland, ME 04101‐3409 Phone: (207) 871‐1538 Fax: (207) 772‐5501 Email: [email protected]

Committee Consultant Steven R. Sutermeister 7433 Pinehurst Drive Cincinnati, OH 45244 Phone: (513) 502‐7403 Email: [email protected]

Staff Aide Paul Wessel NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8119 Email: [email protected]


2014‐2015 JOHN NEWTON RUSSELL MEMORIAL AWARD COMMITTEE

Chair Robert A. Miller, M.S., M.A. Miller‐Pomerantz 120 Broadway 29th Floor New York, NY 10271‐0002 Phone: (212) 261‐9555 Fax: (212) 261‐9556 Email: [email protected]

Second Past President Robert O. Smith, CLU, ChFC, JD Northwestern Mutual PO Box 295 Grand Rapids, MI 49501‐0295 Phone: (616) 233‐2040 Fax: (616) 774‐4483 Email: [email protected]

Immediate Past President(s) John F. Nichols, MSM, CLU Disability Resource Group, Inc. 2625 West Peterson Avenue Chicago, IL 60659 Phone: (800) 945‐9719, ext. 301 Fax: (773) 725‐7828 Email: [email protected]

Secretary Dr. Susan B. Waters, CAE NAIFA‐Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8102 Fax: (703) 770‐8107 Email: [email protected]

Past John Newton Russell Memorial Award Recipients Brian H. Ashe, CLU Brian Ashe & Associates, Ltd. 1440 Maple Avenue Suite 9B Lisle, IL 60532‐4138 Phone: (630) 964‐0966 Fax: (630) 964‐0989 Email: [email protected] Richard A. Koob, AEP, CASL, ChFC, CLU Waukesha, WI 301 Frederick St Waukesha, WI 53186‐8116 Phone: (262) 542‐4455, ext. 234 Fax: (262) 547‐3371 Email: [email protected] Seymour Sternberg, CLU New York Life 51 Madison Avenue New York, NY 10010‐1603 Phone: (212) 576‐4730 Fax: 212‐576‐4545 Email: [email protected]

AALU Liaison Anthony J. Domino, Jr., MSFS, CLU, ChFC Associated Benefit Consultants, LLC 800 Westchester Ave Ste N407 Rye Brook, NY 10573‐1374 Phone: (914) 288‐8882 Fax: (914) 288‐8982 Email: [email protected]


ACLI Liasion Dirk A. Kempthorne ACLI 101 Constitution Ave NW Suite 700 West Washington, DC 20001‐2133 Phone: (202) 624‐2300 Fax: (866) 953‐4074 Email: [email protected]

American College Liaison Robert R. Johnson, PhD, CFA, CAIA The American College 270 S. Bryn Mawr Avenue Bryn Mawr, PA 19010 Phone: 610‐526‐1305 Email: [email protected]

GAMA Liaison Daralee S. Barbera, CFP,CLF,CMFC,ChFC Waddell and Reed Fin. Advisors 695 Town Center Dr Ste 200 Costa Mesa, CA 92626‐7128 Phone: (714) 437‐7510 x101 Fax: (714) 437‐7515 Email: [email protected]

LIFE Liaison Marc P. Schwartz, J.D., CLU Windsor Insurance Associates, Inc. 20301 Ventura Blvd Suite 225 Woodland Hills, CA 91364‐0921 Phone: (818) 710‐9890 Fax: (818) 594‐5063 Email: [email protected]

LIMRA Liaison Robert A. Kerzner, CLU, ChFC LIMRA 300 Day Hill Rd Windsor, CT 06095‐1783 Phone: (860) 285‐7882 Fax: (860) 285‐7884 Email: [email protected]

MDRT Liaison Michelle L. Hoesly, CLU, ChFC, MSFS Ceros Financial Services, Inc. 370 World Trade Center Norfolk, VA 23510 Phone: (757) 616‐0600 Fax: (757) 965‐9368 Email: [email protected]

NAILBA Liaison David Long 1610 Arden Way Ste 135 Sacramento, CA 95815‐4027 Phone: (916) 481‐6290 Email: [email protected]

SFSP Liaison James Christian, CLU, ChFC Jim Christian Inc. 17595 Kenwood Trail Suite 170 Lakeville, MN 55044 Phone: (952) 898‐3060 Email: [email protected]


Staff Aide Jennifer Ellis Corcoran NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8103 Fax: (703) 770‐8107 Email: [email protected]


2014‐2015 MEMBER BENEFITS COMMITTEE

Chair Michael T. Smith, LUTCF CPS Horizon Financial 5300 South 108th Street Suite 18 Hales Corners, WI 53130‐1368 Phone: (414) 427‐8660 Email: [email protected]

Vice Chair Cammie K. Scott, LUTCF, REBC, RHU CK Harp & Associates 2816 North Thompson Springdale, AR 72764 Phone: (479) 750‐4411 Fax: (866) 565‐1475 Email: [email protected]

Committee Members Robert M. Quinlan, CLU, ChFC, LUTCF Quinlan Insurance and Financial Services 207 Johnson Street Winona, MN 55987‐3537 Phone: (507) 454‐0900 Fax: (507) 454‐7668 Email: [email protected] Todd G. Grantham, CFP, CLU, ChFC, MSFS Northwestern Mutual Financial Network 240 Leigh Farm Road, Suite 400 Durham, NC 27707 Phone: (919) 401‐0345 Fax: (919) 493‐4853 Email: [email protected]

James M. Herrington, CLU, ChFC, CFP, CSA Herrington Financial Services, Inc. 2750 Peach Orchard Road Augusta, GA 30906 Phone: (706) 868‐8673 Fax: (706) 798‐8849 Email: [email protected] Deborah J. Dale, LTCP United Long Term Care, Inc. 1251 North Five Mile Road Boise, ID 83713‐8037 Phone: (208) 364‐8440 Fax: (208) 364‐8414 Email: [email protected] John B. Nichols, CSA Nichols CO 3345 Lakewood Ave S Seattle, WA 98144‐7231 Phone: (206) 920‐8631 Fax: (206) 722‐1655 Email: [email protected] Bryon A. Holz, CLU, ChFC, LUTCF, CASL Bryon Holz & Associates 207 Cindy Lane Brandon, FL 33510‐3905 Phone: (813) 684‐1163 Fax: (813) 651‐1241 Email: [email protected] Jamie Adams Northern Rockies Financial Group 1014 South Ave. West Missoula, MT 59801 Phone: (406) 728‐6699 Fax: (406) 728‐9226 Email: [email protected]


State Executive Representative Shannon Kuetemeyer Robertson, CAE, M.S. NAIFA ‐ Louisiana 5526 Galeria Drive Baton Rouge, LA 70816‐6082 Phone: (225) 293‐5258 Fax: (225) 292‐3394 Email: [email protected]

LILI Liaison Karen Easterling State Farm Insurance Companies 2711 W. Anderson Lane #201 Austin, TX 78757‐1121 Phone: (512) 454‐4784 Fax: (512) 454‐4787 Email: [email protected]

Trustee Liaison Jill M. Judd, LUTCF, FSS State Farm Insurance Companies 820 Bay Avenue Suite 103 Capitola, CA 95003 Phone: (831) 462‐1666 Fax: (831) 462‐8715 Email: [email protected]

Staff Aide(s) Alexis Williams NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8223 Email: [email protected]

Brendan Bernat NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1261 Phone: (703) 770‐8230 Fax: (703) 770‐8486 Email: [email protected] Diane W. Powers NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8226 Fax: (703) 770‐8498 Email: [email protected] John F. Boyle NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8267 Fax: (703) 770‐8212 Email: [email protected] Tara E. Laptew NAIFA‐ Headquarters 2901 Telestar Court Falls Church, VA 22042 Phone: 703‐770‐8207 Email: [email protected] Teri Shaw NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: 703‐770‐8225 Email: [email protected]


Diane Ramos, CMP NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042 Phone: (703) 770‐8222 Email: [email protected]


2014‐2015 SUBCOMMITTEE‐ LEADERSHIP IN LIFE INSTITUTE

Chair Karen Easterling State Farm Insurance Companies 2711 W. Anderson Lane #201 Austin, TX 78757‐1121 Phone: (512) 454‐4784 Fax: (512) 454‐4787 Email: [email protected]

Immediate Past Chair Sharon L. Sparling First American Insurance and Financial Services P.O. Box 1914 Mount Vernon, WA 98273‐1914 Phone: (360) 708‐3210 Email: [email protected]

Vice Chair Jack H. Curtis Jack Curtis Agency 2139 Southridge Dr Tupelo, MS 38803 Phone: (662) 321‐5763 Fax: 1‐888‐883‐5964 Email: [email protected]

Committee Members Lisa A. Skinner, LUTCF Brokerage Services, Inc P.O. Box 306 Herman, NE 68029 Phone: (402) 456‐7330 Fax: (402) 456‐7335 Email: [email protected]

Brian Dee Counterman, LUTCF Allstate Counterman 5911 Middlefield Road Suite 200 Littleton, CO 80123 Phone: (303) 741‐6966 Fax: (303) 771‐4037 Email: [email protected] Daniel J. Reisinger, CLU, ChFC Mariner Financial Services / The IRA Guys PO Box 188 Kemblesville, PA 19347 Phone: (610) 389‐1231 Fax: (484) 371‐8102 Email: [email protected] Kenneth H. Pendley, CLU, ChFC, LUTCF Habersham Funding LLC 3495 Piedmont Rd. NE Bldg11 Piedmont Ctr Suite 910 Atlanta, GA 30305 Phone: (404) 480‐4147 Email: [email protected] Philip F. Hauser, LUTCF, CLU Hauser Financial Group P.O. Box 375 Hampton, IA 50441‐0375 Phone: (641) 456‐5255 Fax: (641) 456‐4299 Email: [email protected]


Brandon Green, CAS, CLTC, FSS, LUTCF Allstate NEO 2900 Commercial Center Blvd Ste 101 Katy, TX 77494 Phone: (713) 256‐1154 Fax: (800) 563‐1716 Email: [email protected] Deborah L. Coulter Great American Insurance Services 510 A W Battlefield Road Springfield, MO 65807 Phone: (417) 889‐4247 Fax: (417) 889‐2618 Email: [email protected] Brian L. Wilson Central Kentucky Insurance & Planning P.O. Box 368 Richmond, KY 40476 Phone: (859) 621‐6951 Fax: (859) 625‐1174 Email: [email protected]

State Executive Representative Dina Land NAIFA ‐ Greater Washington DC P.O. Box 5153 Arlington, VA 22205 Phone: (703) 532‐8778 Fax: (703) 940‐8393 Email: dina@naifa‐gwdc.org

YAT Liaison Paul L. Farr, CLU, ChFC, FSS, LUTCF Southern Farm Bureau Life P O Box 280 Currituck, NC 27929‐0280 Phone: (252) 232‐2277 x 213 Fax: 888‐686‐9376 Email: [email protected]

Trustee Liaison David A. Beaty, CLU, ChFC, LUTCF Heartland Financial Services 2302 West 1st Street Suite 120 Thunder Ridge Mall – Lower West Cedar Falls, IA 50613 Phone: (319) 277‐1059 Fax: (319) 277‐1263 Email: [email protected]

Staff Aide(s) Diane W. Powers NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8226 Fax: (703) 770‐8498 Email: [email protected] Brendan Bernat NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1261 Phone: (703) 770‐8230 Fax: (703) 770‐8486 Email: [email protected] Teri Shaw NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: 703‐770‐8225 Email: [email protected] Tara E. Laptew NAIFA‐ Headquarters 2901 Telestar Court Falls Church, VA 22042 Phone: 703‐770‐8207 Email: [email protected]


2014‐2015 MEMBERSHIP COMMITTEE

Chair Corporate Partnership Channel Paul R. Dougherty, LUTCF, FSS, HIA State Farm Insurance Companies 3420 Hamilton Street Hyattsville, MD 20782 Phone: (301) 927‐1391 Fax: (301) 864‐6463 Email: [email protected]

Independent Advisor (IA) Channel Karolyn K. Chapman, CLTC Elite Marketing 800 Bering Dr Ste 105 Houston, TX 77057‐2130 Phone: 713‐507‐1011 Fax: 713‐507‐1090 Email: [email protected]

GAMA Channel R. Michael Condrey, CLU, ChFC Northwestern Mutual 4020 Westchase Blvd. 2nd Floor Raleigh, NC 27607‐3951 Phone: (919) 755‐3200 Fax: (919) 834‐5870 Email: [email protected]

YAT Channel Benjamin A. Harding, CFP, ChFC, CLU Harding Financial and Insurance 600 Unicorn Park Drive 2nd Floor Waltham, MA 1801 Phone: 781‐933‐2792 Fax: (781) 899‐5829 Email: [email protected]

Trustee Liaison Michael G. Nash, CLU, ChFC, LUTCF M.G. Nash Financial Solutions, Inc. 3214 Singing Hills Blvd Sioux City, IA 51106‐5101 Phone: (712) 276‐5204 Fax: (712) 274‐6264 Email: [email protected]

Brock T. Jolly, CFP, CLU, ChFC, CASL Capitol Financial Partners 8000 Towers Crescent Drive Suite 1070 Vienna, VA 22182 Phone: (703) 424‐2401 Fax: (703) 991‐7762 Email: [email protected]

Field Leadership Summit (FLS) Channel Adam A. Solano, Jr. Lakeside Financial Group 34121 N US Highway 45 Ste 209 Grayslake, IL 60030‐1774 Phone: (866) 293‐9150 x102 Fax: (847) 299‐6365 Email: [email protected]

Diversity Channel Lisa Laliberte, CLU, ChFC, CASL State Farm Insurance Companies 224 Russell Street Lewiston, ME 04240‐4135 Phone: (207) 783‐3332 Fax: (207) 782‐9766 Email: [email protected]


Recruiter Channel John S. Holmes, III, LUTCF New York Life Insurance Company 6701 Baum Dr Ste 105 Knoxville, TN 37919‐7361 Phone: (865) 584‐1004 Fax: (865) 584‐1005 Email: [email protected]

Staff Aide(s) Yasemin A. Washington Brown NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8219 Fax: (703) 770‐8224 Email: [email protected] Lacey L. Mitchell NAIFA‐ Headquarters 2901 Telestar Court Falls Church, VA 22042 Phone: (703) 770‐8221 Fax: (703) 770‐8484 Email: [email protected] Joel Nepomuceno NAIFA‐ Headquarters 2901 Telestar Court Falls Church, VA 22042‐1205 Phone: (703) 770‐8213 Fax: (703) 770‐8475 Email: [email protected] Seth E. Ewing NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042 Phone: (703) 770‐8217 Fax: (703) 770‐8491 Email: [email protected]


2014‐2015 PROFESSIONAL LIABILTY PROGRAM COMMITTEE

Chair Robert M. Nelson, CLU, LUTCF, FSS Nelson Murphy Insurance & Investments, LLC 11623 Arbor Street Suite 102 Omaha, NE 68144 Phone: (402) 963‐0206 Fax: (402) 763‐8990 Email: [email protected]

Committee Members Randy R. Kilgore, CLU, LUTCF, RHU Randy R. Kilgore and Company 611 N. Nevada Suite #4 Colorado Springs, CO 80903‐1073 Phone: (719) 578‐0075 Fax: (719) 578‐0772 Email: [email protected] Peter C. Browne, LUTCF PRB Wealth Management The Chanin Building 122 E. 42nd Street New York, NY 10168 Phone: (212) 867‐7730 Fax: (212) 450‐0458 Email: [email protected] James P. Prentiss, CEBS, RHU Prentiss & Associates INC. 3404 West 129 Street Leawood, KS 66209 Phone: (913) 661‐0665 Fax: (913) 661‐0665 Email: [email protected]

Sara E. Decatoire, CAE, IOM NAIFA ‐ Illinois 60 Adloff Lane Springfield, IL 62703 Phone: (217) 529‐0126 Fax: (217) 529‐0977 Email: sara@naifa‐il.com

Staff Aide(s) Dr. Susan B. Waters, CAE NAIFA‐Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8102 Fax: (703) 770‐8107 Email: [email protected] Teri Shaw NAIFA‐ Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: 703‐770‐8225 Email: [email protected]


2014‐2015 NAIFA SERVICE CORPORATION

President Dr. Susan B. Waters, CAE NAIFA‐Headquarters 2901 Telestar Ct Falls Church, VA 22042‐1260 Phone: (703) 770‐8102 Fax: (703) 770‐8107 Email: [email protected]

Treasurer Matthew S. Tassey, CLU, ChFC, LUTCF E A Scribner Insurance Agency 482 Congress St Ste 503 Portland, ME 04101‐3409 Phone: (207) 871‐1538 Fax: (207) 772‐5501 Email: [email protected]

Secretary Juli Y. McNeely, LUTCF, CFP, CLU McNeely Financial Services, Inc. 702 E Willow Dr Spencer, WI 54479‐9344 Phone: (715) 659‐4255 Fax: (715) 659‐4194 Email: [email protected]

Director(s) James A. Buchan, CLU, ChFC, LUTCF Northwestern Mutual 201 South Denver Suite 500 Tulsa, OK 74103 Phone: (918) 497‐1105 Fax: (918) 496‐8795 Email: [email protected]

Susan D. Wier, CFP, ChFC, RFC,LUTCF First American Advisory, LLC 1802 W. 17th Street Bloomington, IN 47404 Phone: (812) 336‐4816 Fax: (812) 336‐4850 Email: [email protected]

Staff Aide(s) Michael E. Gerber NAIFA 2901 Telestar Ct Ste 140 Falls Church, VA 22042‐1261 Phone: (703) 770‐8190 Fax: (703) 770‐8460 Email: [email protected]


2014‐2015 PAST NATIONAL PRESIDENTS Jack E. Bobo, CLU, FLMI New York Life 6325 North Central Avenue Phoenix, AZ 85012‐1108 Phone: (602) 241‐9614 Fax: (602) 264‐8128 Email: [email protected] Rice E. Brown, CLU, ChFC, MSFS Rice Brown Financial Services 3225 Templeton Gap Road Suite 210 Colorado Springs, CO 80907‐8714 Phone: (719) 634‐6400 Email: [email protected] C. Robert Brown, Sr., CLU, LUTCF, AEP Ameritas 1755 North Kirby Parkway Suite 300 Memphis, TN 38120‐4398 Phone: (901) 758‐1500 Fax: (901) 755‐0397 Email: [email protected] Thomas D. Currey, CLU, ChFC, LUTCF Thomas D. Currey 101 1/2 W Main St Ste C Grand Prairie, TX 75050‐5688 Phone: (682) 518‐0194 Fax: (682) 518‐9972 Email: [email protected]

John A. Davidson, LUTCF, FSS Davidson Insurance & Financial Services, Inc. 25 Rolling Oaks Dr Ste 110 Thousand Oaks, CA 91361‐1003 Phone: (805) 495‐6434 Fax: (805) 495‐7224 Email: [email protected] Allan G. Hancock, CLU, ChFC The Principal Financial Group 1618 East Pleasant Valley Blvd. Altoona, PA 16602‐7308 Phone: (814) 944‐8849 Fax: (814) 942‐7185 Email: [email protected] Terry K. Headley, LUTCF, FSS, LIC Headley Financial Group 12110 Port Grace Blvd. Suite 101 La Vista, NE 68128‐3190 Phone: (402) 492‐2773 Fax: (402) 492‐8552 Email: [email protected] Bruce C. Hendrickson, CLU, ChFC The Principal Financial Group 415 East Avenue P.O. Box 735 Holdrege, NE 68949‐0735 Phone: (308) 995‐4350 Fax: (308) 995‐4684 Email: [email protected]


Robert B. Hughes, CLU, ChFC, LUTCF, LIC Principal Financial Group 330 West Lake Lansing Road Suite 2 East Lansing, MI 48823‐8527 Phone: (517) 336‐9530 Fax: (517) 336‐7208 Email: [email protected] Mark D. Johnson, CLU, ChFC, RHU Johnson Insurance Consultants 302 West Superior Street Suite 400 Duluth, MN 55802‐5120 Email: mdj@jic‐benefits.com Michael C. Keenan, CLU, ChFC Prudential Financial 2226 Hartzell Street Evanston, IL 60201‐1424 Phone: (847)864‐8334 Fax: (847) 864‐8345 Email: [email protected] Randy R. Kilgore, CLU, LUTCF, RHU Randy R. Kilgore and Company 611 N. Nevada Suite #4 Colorado Springs, CO 80903‐1073 Phone: (719) 578‐0075 Fax: (719) 578‐0772 Email: [email protected] Richard A. Koob, AEP, CASL, ChFC, CLU Waukesha, WI 301 Frederick St Waukesha, WI 53186‐8116 Phone: (262) 542‐4455, ext. 234 Fax: (262) 547‐3371 Email: [email protected]

Larry M. Lambert, CLU, CFP, RFC The LBL Group ‐ Larry Lambert & Associates 3631 S. Harbor Blvd. Suite 200 Santa Ana, CA 92704 Phone: (800) 451‐8037 Fax: (657) 232‐0500 Email: [email protected] Norman G. Levine, CLU, ChFC, CSA Levine Enterprises 75330 14th Green Dr Indian Wells, CA 92210‐7652 Phone: (760) 674‐1926 Fax: (760) 674‐1797 Email: [email protected] David B. Malkin, CLU, ChFC NJ Life & Casualty Associates, LLC 354 Eisenhower Parkway Suite 2900 Livingston, NJ 07039‐1023 Phone: (973) 535‐0955 Fax: (973) 535‐1099 Email: [email protected] Morland G. McManigal, CLU, LUTCF, CPCU State Farm Insurance Co. 5237 Sunridge Drive Fairfield, CA 94534‐6672 Phone: (707) 863‐8534 Email: [email protected] John P. Meehan, CLU MONY Life Insurance Company 3595 Quail Ridge Drive Boynton Beach, FL 33436‐5421 Phone: (407) 737‐7242


Dennis R. Merideth, CLU, ChFC MetLife Financial Services 6890 East Sunrise Drive Suite 120 Tucson, AZ 85750 Phone: (520) 293‐9300 Fax: (520) 292‐6220 Email: [email protected] Robert A. Miller, M.S., M.A. Miller‐Pomerantz 120 Broadway 29th Floor New York, NY 10271‐0002 Phone: (212) 261‐9555 Fax: (212) 261‐9556 Email: [email protected] Herbert F. Mischke, CLU, ChFC Blaeser Mischke Financial Group, Inc. 3100 Ridgewood Road St. Paul, MN 55112 Phone: (651) 481‐6900 Fax: (651) 481‐0609 Email: [email protected] John N. Neighbors, CLU, LUTCF The Principal Financial Group 4718 Hallmark Dr. Apt. 1011 Houston, TX 77056 Phone: (713) 668‐8069 Email: [email protected] Robert M. Nelson, CLU, LUTCF, FSS Nelson Murphy Insurance & Investments, LLC 11623 Arbor Street Suite 102 Omaha, NE 68144 Phone: (402) 963‐0206 Fax: (402) 763‐8990 Email: [email protected]

John F. Nichols, MSM, CLU Disability Resource Group, Inc. 2625 West Peterson Avenue Chicago, IL 60659 Phone: (800) 945‐9719, ext. 301 Fax: (773) 725‐7828 Email: [email protected] Michael M. Nicholson, CLU, ChFC, LLIF The Nicholson Group 6515 Grand Teton Plaza Suite 210 Madison, WI 53719‐1048 Phone: (608) 836‐4595 Fax: (608) 836‐9545 Email: [email protected] M. Jack Peckinpaugh, CLU, ChFC, LUTCF, RFC Peckinpaugh Beasley PO Box 632 Muncie, IN 47308‐0632 Phone: (765) 287‐8310 Fax: (765) 287‐8518 Email: [email protected] Alan Press, CLU, LUTCF Wealth Advisory Group LLC 355 Lexington Avenue 9th Floor New York, NY 10017 Phone: (212) 261‐1845 Fax: (646) 349‐1385 Email: [email protected] John M. Ruckel, LUTCF Ruckel Insurance & Financial Group 3556 NE Stallings Drive Suite 102 Nacogdoches, TX 75965‐8716 Phone: (936) 569‐8244 Fax: (936) 569‐2058 Email: [email protected]


Stephen C. Shaw, CLU Sitzmann, Morris and Lavis 3697 Mt Diablo Blvd Suite 100 Lafayette, CA 94549 Phone: (510) 452‐0458 Email: [email protected] Robert O. Smith, CLU, ChFC, JD Northwestern Mutual PO Box 295 Grand Rapids, MI 49501‐0295 Phone: (616) 233‐2040 Fax: (616) 774‐4483 Email: [email protected] David E. Smithkey, CLU, Phone: (810) 210‐2856 Email: [email protected] Robert L. Tedoldi, Sr., CLU, ChFC Infocus Financial 1438 Woodstream Drive Oldsmar, FL 34677 Phone: (860) 490‐3532 Email: [email protected] Robert J. Wernecke, CLU ECA Financial Services, Inc. 7373 East Doubletree Ranch Road Suite B110 Scottsdale, AZ 85258‐2035 Phone: (602) 840‐3900 Fax: (602) 840‐3901 Email: [email protected]

Cliff F. Wilson, CLU, ChFC, LUTCF, CLF Southeast Arizona Insurance Services, LTD 1490 South Price Road Suite 116 Chandler, AZ 85286 Phone: (480) 969‐2725, ext. 207 Fax: (480) 926‐1443 Email: [email protected] David F. Woods, CLU, ChFC, LUTCF Woods Financial Group 114 Prynnwood Road Longmeadow, MA 01106‐2722 Phone: (413) 567‐0094 Fax: (413) 565‐5433 Email: [email protected]


2014‐2015 PAST NATIONAL TRUSTEES Gerald R. Allen, CLU, ChFC Northwestern Mutual Financial Network 210 North Main Street Suite 200 Wheaton, IL 60187‐5358 Phone: (630) 665‐7600 Fax: (630) 665‐7603 Email: [email protected] William H. Alley, CLU, ChFC, LUTCF Ameritas P.O. Box 21887 Lexington, KY 40522‐1887 Phone: (859) 219‐9219 Fax: (859) 219‐9222 Email: [email protected] Robert H. Baccigalupi, CLU, ChFC, CLTC, CSA Genworth Financial 303 South Broadway Suite 223 Tarrytown, NY 10591 Phone: (804) 922‐5292 Fax: (804) 289‐3549 Email: [email protected] Leona B. Baldwin, LUTCF, CLU, ChFC New York Life 3127 Cottonwood Anchorage, AK 99508‐4318 Phone: (907) 272‐6077 Email: [email protected] W. Warren Barberg, CLU 307 South Farwell Street Eau Claire, WI 54701‐3767 Phone: (715) 835‐5161

Arthur A. Baum, Jr., CLU, LIC Arthur A. Baum Jr. Agency 30100 Telegraph Road Suite 104 Bingham Farms, MI 48025‐4515 Phone: (248) 647‐0866 Fax: (248) 647‐2934 Email: [email protected] Fred R. Bean, CLU Bean, Hamilton & Asscociates 1501 North University Avenue Suite 900 Little Rock, AR 72207‐5242 Phone: (501) 221‐9408 Fax: (501) 221‐9407 Email: [email protected] Milton O. Bedingfield, CLU, ChFC, LUTCF, CLTC Milt Bedingfield & Associates 12901 Greenville Court Tampa, FL 33625‐4116 Fax: (813) 932‐4821 Email: [email protected] Frank Le Roy Bell, CLU Ingroup 4400 Buffalo Gap Road Suite 5000 Abilene, TX 79606‐2723 Phone: (915) 698‐2511 Fax: (915) 698‐1541 Kevin L. Bell, JD, CLU, ChFC Guardian 9000 Keystone Xing Ste 300 Indianapolis, IN 46240‐2149 Phone: (317) 571‐2365, ext.148 Fax: (317) 848‐4234 Email: [email protected]


Douglas F. Bennetti, LUTCF Phone: (302) 697‐1311 Fax: (302) 697‐1223 Email: [email protected] David B. Bianchi, CLU Northwestern Mutual P.O. Box 10358 Reno, NV 89510‐0358 Phone: (775) 826‐1727 Fax: (775) 329‐5155 Email: [email protected] Karen D. Braddock‐Harrison, LUTCF American National Insurance 1690 Kipling Street Lakewood, CO 80215 Phone: (303) 986‐0031 Fax: (303) 986‐1809 Email: [email protected] Peter C. Browne, LUTCF PRB Wealth Management The Chanin Building 122 E. 42nd Street New York, NY 10168 Phone: (212) 867‐7730 Fax: (212) 450‐0458 Email: [email protected] James A. Buchan, CLU, ChFC, LUTCF Northwestern Mutual 201 South Denver Suite 500 Tulsa, OK 74103 Phone: (918) 497‐1105 Fax: (918) 496‐8795 Email: [email protected] Robert C. Buxman, LUTCF Buxman Insurance, Inc. 12690 NW Lorraine Dr Portland, OR 97229‐8372 Phone: 503‐805‐4369 Email: [email protected]

Mary Ann Cannady, LUTCF Cannady Agency, Inc. 305 Washington Street P.O. Box 799 Walterboro, SC 29488 Phone: (843) 549‐1846 Fax: (843) 549‐6628 Email: [email protected] Thomas R. Clark, CLU, ChFC Compensation Designs, LLC 1603 22nd Street Suite 202 West Des Moines, IA 50266‐1410 Phone: 515‐280‐4743 Fax: (515) 221‐0318 Email: [email protected] R. V. Costantino, CLU, LUTCF, FLMI 4204 San Servera North Jacksonville, FL 32217‐4680 Phone: (904) 358‐5179 Joseph B. Davis, CLU 2792 Donnelly Drive Apt. 45A Lantana, FL 33462‐6431 Edward G. Deutschlander, CLF, CLU North Star Resource Group 2701 University Ave SE Ste 300 Minneapolis, MN 55414‐3236 Phone: (612) 617‐6103 Fax: (612) 250‐3115 Email: [email protected] John C. Donohue, Jr. Donohue Hart Thomson Financial Group 104 Victory Lane Bel Air, MD 21014 Phone: (410) 803‐0160 Fax: (410) 803‐0167 Email: [email protected]


Brenda D. Doty, LUTCF, RHU, CLU, CPC The Doty Group, Inc. 504 Industrial Drive Horseshoe Bend, AR 72512 Phone: (870) 670‐4322 Email: [email protected] Robert Eddy, Jr., CLU, ChFC, REBC Prudential Financial DBA ‐ Pinnacle Group 500 Dover Blvd. Suite 100 Lafayette, LA 70503‐5000 Phone: (337) 264‐9751 Fax: (337) 233‐4489 Email: [email protected] Donald A. Eichelberger, CLU, ChFC, LUTCF Eichelberger & Associates, LLC 3836 West 4th Street Waterloo, IA 50701‐4508 Phone: (319) 833‐1973 Fax: (319) 833‐1977 Email: [email protected] M. Jay Einstein, CLU South Jersey General Office 822 East Wood Street Vineland, NJ 08362‐0807 Phone: (856) 691‐7171 Fax: (856) 691‐7335 Email: [email protected] Kenneth R. Evans, CLU, ChFC, CFP,LUTCF Principal Financial Group 925 East Executive Park Drive Suite A Salt Lake City, UT 84117‐3546 Phone: (801) 994‐5500 Fax: (801) 747‐5990 Email: [email protected]

Jerry S. Flowers, LUTCF, CLTC Capital Brokerage 114 East Ave Ste 3 Norwalk, CT 06851‐5056 Phone: (203) 866‐3535 Fax: (203) 866‐1788 Email: [email protected] Mary E. Fort, CLU, ChFC, CMFC, LUTCF 11120 Elderberry Drive Port Richey, FL 34668 H. Larry Fortenberry, CPA, CLU, ChFC Executive Planning Group PO Box 16566 Jackson, MS 39236‐6566 Phone: (601) 982‐3000 Fax: (601) 982‐0520 Email: [email protected] Lawrence J. Fowler, Jr., CLU, LUTCF Nationwide 230 Salem Turnpike Route 82 Norwich, CT 06360‐5415 Phone: (860) 889‐7740 Fax: (860) 886‐5415 Email: [email protected] Thomas E. Fowler, CLU, LUTCF Fowler Financial Services, Inc. 4122 Factoria Blvd. SE Suite 310 Bellevue, WA 98006 Phone: (425) 453‐1585 Fax: (425) 451‐2687 Email: [email protected] Elaine J. Fremling, CLU Northwestern Mutual 2631 12th Avenue South Suite A Fargo, ND 58103 Phone: (701) 232‐7681 Fax: (701) 232‐9308 Email: [email protected]


Keith M. Gillies, CFP, CLU, ChFC Ameritas 610 Belle Terre Blvd La Place, LA 70068‐1719 Phone: (985) 652‐7702 Fax: (985) 653‐0182 Email: [email protected] W. Reid Hansen, CLU, LUTCF 1576 South 500 West Suite 201 Bountiful, UT 84010 Phone: (801) 397‐0507 Fax: (801) 951‐1124 Email: [email protected] Alex Hanson, CLU, ChFC, CFP Dawson Companies 6609 Willow Park Drive Suite 201 Fort Myers, FL 34109 Phone: (239) 280‐3604 Fax: (239) 261‐2803 Email: [email protected] R. Barry Hardy, CLU, ChFC Hardy Financial Group, Inc. 2335 Baton Rouge Avenue Lima, OH 45805 Phone: (419) 331‐5433 Fax: (419) 331‐7652 Email: [email protected] Ray D. Hunt, LUTCF, CLTC Hunt Financial Group P.O. Box 647 Columbia, SC 29202 Phone: (803) 799‐4523 Fax: (803) 256‐8181 Email: [email protected]

Matthew S. Huntington, LUTCF, CLU Matt Huntington Insurance Agency, Inc. 10555 East Dartmouth Avenue Suite 330 Aurora, CO 80014‐2664 Phone: (303) 745‐6600 Fax: (866) 397‐6226 Email: [email protected] Gene R. Imke, CLU Imke & Associates P.O. Box 20360 Oklahoma City, OK 73156 Phone: (405) 486‐1455 Fax: (877) 256‐8084 Email: [email protected] William V. Irons, CLU, LUTCF Irons & Associates 16 Main Street East Greenwich, RI 02818‐3827 Phone: (401) 884‐7800, ext. 155 Fax: (401) 861‐3604 Email: [email protected] Russell D. Jenkins, LUTCF Northwestern Mutual Financial Network 2530 West 15th Avenue Emporia, KS 66801 Phone: (620) 343‐2662 Fax: (620) 343‐9514 Email: [email protected] Stanley C. Johnston New York Life 3000 Anytown Street Anytown, FL 32940‐7601 Phone: (321) 259‐1545 Fax: (321) 259‐2907


J. Richard Jones, LUTCF Central Georgia Financial Services, LLC P.O. Box 4886 Macon, GA 31208‐4886 Phone: (478) 746‐9401 Fax: (478) 746‐0515 Email: [email protected] Booker Joseph, CLU, ChFC, FLMI United Healthcare 33 Inverness Center Parkway Suite 350 Birmingham, AL 35242 Phone: (205) 437‐8558 Fax: (888) 258‐9159 Email: [email protected] Frederick W. Joyner Carolina Benefit Administrators, Inc. 1321 Westbrook Plaza Drive Suite 220 Winston Salem, NC 27103‐1354 Phone: (336) 765‐0297 Fax: (336) 760‐0851 Email: [email protected] Bruce H. Kantor, CLU, LUTCF, RHU Kantor & Associates 3116 Weddington Road Suite 900 Matthews, NC 28105 Phone: (704) 814‐7403 Fax: (704) 814‐0695 Email: [email protected] Marvin R. Keys, LUTCF Alfa Insurance 1302 Greensboro Avenue Tuscaloosa, AL 35401 Phone: (205) 345‐6225 Fax: (205) 345‐6224 Email: [email protected]

William J. Kosic, CLU, ChFC, MBA 56 East 54th Street Savannah, GA 31405‐3314 Phone: (912) 358‐0389 Fax: (404) 240‐6917 Email: [email protected] Lisa Laliberte, CLU, ChFC, CASL State Farm Insurance Companies 224 Russell Street Lewiston, ME 04240‐4135 Phone: (207) 783‐3332 Fax: (207) 782‐9766 Email: [email protected] Van B. Land, LUTCF, RFC Allstate Life Insurance 585 East Robinson Avenue Grovetown, GA 30813‐2134 Phone: (706) 650‐8272 Email: [email protected] Harry C. Lee Harry Lee Insurance P.O. Box 1863 Tuscaloosa, AL 35403‐1863 Phone: (205) 553‐4825 Email: [email protected] Lawrence E. Lounds, CLU, ChFC, LUTCF Security 1st Benefits Corporation G‐3526 Miller Road Suite B Flint, MI 48507‐1236 Phone: (810) 230‐1266, ext. 327 Fax: (810) 230‐1276 Email: [email protected] Jack W. Lowry, LUTC The Principal Financial Group 3904 West 93rd Street Prairie Village, KS 66207‐2705 Fax: (913) 642‐6893 Email: [email protected]


Glenford B. Malcolm, Sr., CLU,ChFC,LUTCF,RHU Monumental Life P.O. Box 822315 South Florida, FL 33082‐2315 Phone: (954) 392‐7452 Fax: (954) 241‐6699 Email: [email protected] Waylon T. Mangum, LUTCF American General Life & Accident Insurance 8261 Coleman Place Drive Mechanicsville, VA 23111 Phone: (804) 779‐3199 Email: [email protected] Sonya Mau, FLMI Country Financial 1701 Towanda Avenue IAA Building Bloomington, IL 61701‐2020 Phone: (309) 821‐3741 Fax: (309) 821‐2257 Email: [email protected] Carl James Maus, LUTCF Insurance and Investment Services 432 Fort Saratoga Saint Charles, MO 63303 Phone: (636) 939‐4700 Fax: (636) 939‐4701 Email: [email protected] Roy J. May, CLU Mayfair Place Box 97 Waterloo, IL 62298‐0097 Phone: (618) 939‐6789

Roger S. McCullough, CLU AXA Equitable 900 Central Suite 23 Fort Dodge, IA 50501‐1142 Phone: (515) 576‐6841 Fax: (515) 576‐5382 Email: roger.mccullough@axa‐advisors.com James K. McGann, LUTCF, CSA, LTCP Insurance and Financial Services 681 Darcy Drive Winter Park, FL 32792‐4614 Phone: (407) 929‐6816 Fax: (407) 644‐7269 Email: [email protected] William K. McGreevy, CLU, LUTCF Ameritas 4808 S. Technopolis Dr., Ste. 2 Sioux Falls, SD 57106 Phone: (605) 332‐4111 Email: [email protected] Thomas L. McLeary, CLU Endow, Inc. 35 East Wacker Drive Suite 1990 Chicago, IL 60601‐2203 Phone: (312) 499‐9800 Fax: (312) 499‐9828 Email: [email protected] Leonard E. McNairy, LUTCF Western & Southern Financial Group P.O. Box 172 Louisville, KY 40201 Phone: (502) 552‐9617 Fax: (502) 742‐9578 Email: [email protected]


James W. Monteverde, CLU, ChFC, AEP The Monteverde Group, LLC Three Gateway Center Suite 2300 Pittsburgh, PA 15222‐1000 Phone: (412) 391‐0419 Fax: (412) 391‐0338 Email: [email protected] Sally I. Nelson, HIA Sally Nelson Associates 405 Western Avenue PMB 439 South Portland, ME 04116‐9421 Phone: (207) 761‐1919 Fax: (207) 761‐1919 Email: [email protected] John A. Packal, CLU, ChFC PHOENIX Wealth Management 24600 Center Ridge Road Suite 490 Westlake, OH 44145‐5621 Phone: (440) 871‐3067 Fax: (440) 871‐2820 Rick Patterson, CLU, ChFC, LUTCF Associated Planners Group P.O. Box 2922 Windermere, FL 34786‐2922 Phone: (407) 909‐9850 Fax: (407) 909‐9851 Email: [email protected] Nathan M. Perlmutter, CLU, ChFC Forest Hills Financial Group 122 East 42nd St., Ste 2200 New York, NY 10168 Phone: (212) 687‐8901 Fax: (212) 867‐1562 Email: [email protected]

John W. Peterson, CLU, ChFC, CFP The Peterson Co. 3800 West 71st Street Apt. 3113 Tulsa, OK 74132 Phone: (918) 271‐2054 Fax: (918) 398‐8482 Email: [email protected] Art Pfeiffer, CLU, ChFC, LUTCF State Farm Insurance 186 Honeysuckle Drive Jupiter, FL 33458 Email: [email protected] Robert A. Pierce, CLU, ChFC, MSFS Winning Money Strategies, LLC 10314 NE 163rd Circle Battle Ground, WA 98604 Phone: (360) 885‐4666 Fax: (360) 885‐7557 Email: [email protected] Dennis W. Pike, Jr., CLU, ChFC, LUTCF Pike Preston Couins 444 East Main Street Suite 112 Lexington, KY 40507 Phone: (859) 514‐4123 Fax: (859) 252‐3108 Email: dennis.pike@axa‐advisors.com Harry R. Pinney, CLU 12801 North 111th Avenue Sun City, AZ 85351‐3342 John C. Prost, CLU, ChFC John C. Prost Company 26333 Jefferson Avenue Suite 103 Saint Clair Shores, MI 48081‐2451 Phone: (586) 774‐6400 Fax: (586) 777‐5754 Email: john@john‐prost.com


Linda Ray, RHU, LUTCF, CLTC Better Benefits, Inc. P.O. Box 794 Metairie, LA 70004 Phone: (504) 885‐6111 Fax: (504) 885‐5222 Email: [email protected] Robert M. Roach, CLU, ChFC NMFN ‐ Kemelgor Financial Group 530 West Spring Street Suite 200 Columbus, OH 43215‐5385 Phone: (614) 221‐5287 Fax: (614) 221‐0235 Email: [email protected] G. Douglas Schellman, CLU, ChFC, LUTCF New England Financial 7350 Campus Drive Third Floor Colorado Springs, CO 80920‐6525 Phone: (719) 388‐7154 Fax: (719) 388‐7198 Email: [email protected] Randy L. Scritchfield, CFP, LUTCF Montgomery Financial Group, Inc. 26005 Ridge Road Suite 201 Damascus, MD 20872‐1899 Phone: (301) 253‐5030 Fax: (301) 253‐0200 Email: [email protected] Ken Simons, CLU, ChFC, LUTCF New York Life Insurance P.O. Box 126 Artesia, NM 88211‐0126 Phone: (575) 746‐9897 Fax: (575) 748‐3681 Email: [email protected]

Russell A. Smith, CLU, ChFC, CFP, CSA Torimax Financial Group, Inc. 31740 Railroad Canyon Road Suite 2A Canyon Lake, CA 92587‐9490 Phone: (951) 244‐3720 Fax: (951) 244‐2305 Email: [email protected] Paul M. Smith, Sr., CLU 11401 High Drive Leawood, KS 66211 Phone: (913) 338‐5938 Fax: (913) 338‐0329 Email: [email protected] Richard A. Spargo, CLU, ChFC New York Life 6565 Americas Parkway NE Suite 500 Albuquerque, NM 87110 Phone: (505) 298‐1494 Fax: (505) 828‐1197 Email: [email protected] Bert W. Steinberg, CLU, JD MassMutual Financial Group 239 Brannan Street Unit 16G San Francisco, CA 94107‐4088 Phone: (415) 543‐4595 Fax: (415) 974‐1089 Email: [email protected] Milton J. Sterngold, CLU 860 Meridian Bay Lane Suite 236 Foster City, CA 94404


Cameron C. Sutton, CLU, J.D. AON Consulting, Inc. 3565 Piedmont Road, NE Building One Atlanta, GA 30305 Phone: (404) 240‐6086 Fax: (404) 240‐6087 Email: [email protected] Roger B. Sutton, JD The Todd Organization 333 North Greene Street Suite 400 Greensboro, NC 27401‐2184 Phone: (336) 235‐0311 Fax: (336) 272‐5528 Email: [email protected] Matthew S. Tassey, CLU, ChFC, LUTCF E A Scribner Insurance Agency 482 Congress St Ste 503 Portland, ME 04101‐3409 Phone: (207) 871‐1538 Fax: (207) 772‐5501 Email: [email protected] Robert E. Tucker, CLU, ChFC Professional Financial Services 10913 Lawyers Road Reston, VA 20191‐4908 Phone: (703) 391‐0299 Fax: (703) 391‐0277 Email: [email protected] John A. Utz, CLU The Utz Agency 4485 William Flynn Highway Allison Park, PA 15101‐1424 Phone: (412) 486‐5000 Fax: (412) 492‐0545 Email: [email protected]

Gregory D. Vacca, CFP, CLU 15 White Pine Drive Newport Beach, CA 92657 Phone: (949) 706‐7988 Fax: (949) 706‐7989 Email: [email protected] Richard A. Wecker, CLU, LLIF, CLF LIMRA International 300 Day Hill Road Windsor, CT 06095‐4761 Phone: (860) 285‐7882 Fax: (860) 285‐7884 Ernest B. Whichard, Jr., CLU, ChFC Whichard Roach & Associates 2102 North Elm Street Suite G Greensboro, NC 27408 Phone: (336) 272‐0181 Fax: (336) 272‐0454 Email: [email protected] Susan D. Wier, CFP, ChFC, RFC, LUTCF First American Advisory, LLC 1802 W. 17th Street Bloomington, IN 47404 Phone: (812) 336‐4816 Fax: (812) 336‐4850 Email: [email protected] Edward A. Zabielski, Jr., LUTCF, CAP AIG Financial Network 651 N. Broad Street Suite 304 Middletown, DE 19709 Phone: (302) 575‐0177 Fax: (302) 735‐9623 Email: [email protected]


THE AMERICAN COLLEGE 270 S. BRYN MAWR AVENUE BRYN MAWR, PA 19010 PHONE: (888)263‐7265 FAX: (610) 526‐1310

Executive Committee

Chair Linda S. Need, FSA,CFA Bank of America Insurance Services 101 North Tryon Street NC1‐001‐07‐08 Charlotte, NC 28255 Phone: (704) 387‐7646 Fax: (704) 388‐0731 Email: [email protected]

Immediate Past Chair Todd M. Schoon, CLU, ChFC, JD Northwestern Mutual 720 E Wisconsin Ave Milwaukee, WI 53202‐4703 Phone: (414) 665‐6755 Fax: (414) 625‐7066 Email: [email protected]

Vice Chair Peter A. Golato, CLU,ChFC Nationwide Financial One Nationwide Plz Code: 1‐10‐401 Columbus, OH 43215 Phone: (614) 249‐1059 Fax: (614) 249‐9705 Email: [email protected]

EX‐OFFICIO Robert R. Johnson, PhD, CFA, CAIA The American College 270 S. Bryn Mawr Avenue Bryn Mawr, PA 19010 Phone: 610‐526‐1305 Fax: Email: [email protected]


ASSOCIATION FOR ADVANCED LIFE UNDERWRITING

11921 FREEDOM DRIVE, SUITE 1100 RESTON, VA 20190 PHONE: (703) 641‐9400 FAX: (703) 641‐9885 WWW.AALU.ORG

EXECUTIVE COMMITTEE

President Anthony J. Domino, Jr., MSFS, CLU, ChFC Associated Benefit Consultants, LLC 800 Westchester Ave Ste N407 Rye Brook, NY 10573‐1374 Phone: (914) 288‐8882 Fax: (914) 288‐8982 Email: [email protected]

President Elect Mark Booth Murphy, CLU, ChFC Northeast Private Client Group 4 Becker Farm Rd 2nd Floor Roseland, NJ 07068‐1734 Phone: (973) 422‐9140 Fax: (973)422‐9141 Email: [email protected]

Vice President/Treasurer Chris Foster, CLU, CHFC, CFBS, AEP Compensations Systems, Inc. 300 North Greene St., Ste 1650 Greensboro, NC 27401 Phone: 336‐370‐3153 Fax: Email: [email protected]

Secretary Richard A. DeVita, Jr., CLU Northwestern Mutual 6235 Morrison Boulevard Charlotte, NC 28211 Phone: (704) 442‐4412 Fax: (704) 442‐4413 Email: [email protected]

Immediate Past President Thomas J. Von Riesen, CLU, ChFC SilverStone Group, Inc. 11516 Miracle Hills Drive Suite 100 Omaha, NE 68154‐4473 Phone: (402) 964‐5441 Fax: (402) 963‐4089 Email: [email protected]

Chief Executive Officer David J. Stertzer, FLMI AALU 11921 Freedom Dr Ste 1100 Reston, VA 20190‐5634 Phone: (703) 641‐8114 Fax: (703) 641‐9885 Email: [email protected]


GAMA INTERNATIONAL 2901 TELESTAR COURT FALLS CHURCH, VA 22042 PHONE: (571) 499‐4300 TOLL FREE: (800) 345‐2687 FAX: (571) 499‐4302 www.gamaweb.com

EXECUTIVE COMMITTEE

President Daralee S. Barbera, CFP, CLF, CMFC, ChFC Waddell and Reed Fin. Advisors 695 Town Center Dr Ste 200 Costa Mesa, CA 92626‐7128 Phone: (714) 437‐7510 x101 Fax: (714) 437‐7515 Email: [email protected]

President Elect Robert J. Fashano, CLU, ChFC, MSFS Alliance Advisory Group, Inc. 600 Delaware Ave Buffalo, NY 14202‐1002 Phone: (716) 817‐7109 Fax: (716) 817‐7117 Email: [email protected]

Vice President Tim P. Schmidt, LUTCF FIC Thrivent Financial 3028 Fairway Dr Chaska, MN 55318 Phone: (920) 628‐3033 Fax: (612) 844‐7142 Email: [email protected]

Secretary Mark A. Bonnett North Star Resource Group 4645 N 32nd St #200 Phoenix, AZ 85018 Phone: (602) 224‐5366 Fax: (602) 224‐9044 Email: [email protected]

Treasurer William D. Pollakov, CLU, ChFC Pollakov Financial Group 4275 Executive Sq Suite 400 La Jolla, CA 92037‐1476 Phone: (858) 558‐7000 Fax: (858) 558‐7001 Email: [email protected]

Immediate Past President Howard J. Elias Wealth Advisory Group, LLC 355 Lexington Ave Fl 9 New York, NY 10017‐6603 Phone: (212) 261‐1810 Fax: (646) 349‐1385 Email: [email protected]


Chief Executive Officer Bonnie Godsman GAMA International 2901 Telestar Ct Ste 140 Falls Church, VA 22042‐1261 Phone: (800) 345‐2687 Fax: (571) 499‐4302 Email: [email protected]


LIFE and HEALTH INSURANCE FOUNDATION FOR EDUCATION 1655 FORT MYER DR. #610 ARLINGTON, VA 22209 PHONE: (202)464‐5000 FAX: (202)464‐5011 www.lifehappens .org

EXECUTIVE COMMITTEE

President/CEO Marvin H. Feldman, CLU, ChFC Feldman Financial Group 2016 Eagle Pointe Palm Harbor, FL 34685‐3339 Phone: (727) 723‐9020 Fax: (727) 723‐9475 Email: [email protected]

President Cindy Gentry, CLU, LUTCF, CHFC BBA Life Brokerage Agency 4838 Holly Rd Ste 102 Corpus Christi, TX 78411‐4753 Phone: (361) 993‐3820 Fax: (361) 993‐2734 Email: [email protected]

Past Chair(s) Stephen O. Rothschild, CLU, ChFC, CRC, RFC Rothschild & Sale 4821 East Pebble Ridge Road Paradise Valley, AZ 85253 Phone: (314) 409‐7177 Fax: 314‐9981‐9103 Email: stephen@rothschild‐sale.com

President Elect Marc P. Schwartz, J.D., CLU Windsor Insurance Associates, Inc. 20301 Ventura Blvd Suite 225 Woodland Hills, CA 91364‐0921 Phone: (818) 710‐9890 Fax: (818) 594‐5063 Email: [email protected]

Secretary Cliff F. Wilson, CLU, ChFC, LUTCF, CLF Southeast Arizona Insurance Services, LTD 1490 South Price Road Suite 116 Chandler, AZ 85286 Phone: (480) 969‐2725, ext. 207 Fax: (480) 926‐1443 Email: [email protected]

Treasurer Brian H. Ashe, CLU Brian Ashe & Associates, Ltd. 1440 Maple Avenue Suite 9B Lisle, IL 60532‐4138 Phone: (630) 964‐0966 Fax: (630) 964‐0989 Email: [email protected]


MILLION DOLLAR ROUND TABLE 325 WEST TOUHY AVENUE PARK RIDGE, IL 60068 PHONE: (847)692‐6378 FAX: (847)518‐8921 www.mdrt.org

EXECUTIVE COMMITTEE

President Carolyn A. Banks London Phone: 44‐207‐258‐7754 Email: [email protected]

First Vice President Brian D. Heckert, CLU, ChFC Financial Solutions Midwest, LLC 9627 Wall Street Nashville, IL 62263‐3416 Phone: (618) 327‐3267 Fax: (618) 327‐3358 Email: [email protected]

Second Vice President Mark J. Hanna, CLU, ChFC, RHU, REBC Hanna Global Solutions 1390 Willow Pass Road #940 Concord, CA 94520 Phone: (925) 956‐0300 Fax: (925) 932‐6030 Email: [email protected]

Secretary James D. Pittman, CLU,CFP,CLTC Insurance Consuting Services, Inc. 4211 NE Siskiyou St Portland, OR 97213 Phone: (503) 542‐4086 Fax: (503) 467‐5567 Email: [email protected]

Immediate Past Preident Michelle L. Hoesly, CLU, ChFC, MSFS Ceros Financial Services, Inc. 370 World Trade Center Norfolk, VA 23510 Phone: (757) 616‐0600 Fax: (757) 965‐9368 Email: [email protected]

Chief Executive Officer Stephen Stahr Million Dollar Round Table (MDRT) 325 W Touhy Ave Park Ridge, IL 60068‐4204 Phone: (847) 993‐4934 Email: [email protected]


NATIONAL ASSOCIATION OF INDEPENDENT LIFE BROKERAGE AGENCIES 11325 RANDOM HILLS ROAD, SUITE 110 FAIRFAX, VA 22033 PHONE: (703)383‐3081 FAX: (703)383‐6942 www.nailba.org

EXECUTIVE COMMITTEE

Chair Barbara A. Crowley Brokers Clearing House, Ltd. 4546 Corporate Dr Ste 155 West Des Moines, IA 50266‐5911 Phone: (515) 223‐9479 Fax: (515) 224‐5948 Email: [email protected]

Immediate Past Chair Raymond S. Phillips, Jr., CLU The Brokers Source 1 Forestwood Dr Suite 111 Pittsburgh, PA 15237‐1216 Phone: (412) 847‐0770 Email: [email protected]

Chair Elect David Long 1610 Arden Way Ste 135 Sacramento, CA 95815‐4027 Phone: (916) 481‐6290 Email: [email protected]

Secretary/Treasurer George C. Van Dusen, IV Diversified Brokerage Servicess 5501 Excelsior Blvd Minneapolis, MN 55416‐2901 Phone: (952) 697‐5000 Fax: (952) 697‐5002 Email: chipv@dbs‐lifemark.com

CEO Jack Chiasson, CMP NAILBA 11325 Random Hills Rd Ste 110 Fairfax, VA 22030‐7409 Phone: (703) 383‐3081 Fax: (703) 383‐6942 Email: [email protected]


SOCIETY OF FINANCIAL SERVICE PROFESSIONALS 270 S. BRYN MAWR AVENUE BRYN MAWR, PA 19010 PHONE: (610) 526‐2500 FAX: (610) 527‐1499 www.financialpro.org

EXECUTIVE COMMITTEE President James Christian, CLU, ChFC Jim Christian Inc. 17595 Kenwood Trail Suite 170 Lakeville, MN 55044 Phone: (952) 898‐3060 Email: [email protected]

President Elect Michael P. Dow, CLU, ChFC, CPA Metlife ‐ Greater Wisconsin Metlife Financial Services 9000 W. Chester, Suite 100 Milwaukee, WI 53214‐1372 Phone: (414) 615‐4934 Fax: (414) 615‐4860 Email: [email protected]

Secretary Anthony R. Bartlett, CSA Oceanstate Financial Services 401 Wamponoag Trail Ste 100 E. Providence, RI 2915 Phone: (401) 434‐7560 Fax: (401) 438‐0632 Email: [email protected]

Immediate Past President James B. Lammers, CLU, ChFC, CFP Securities America 13131 W Dodge Rd Omaha, NE 68154‐2107 Phone: (402) 393‐1114 Fax: (402) 932‐2720 Email: [email protected]

CEO Joseph E. Frack, CPA Society of Financial Service Professionals 19 Campus Blvd Newtown Square, PA 19073‐3239 Phone: (610) 526‐2503 Fax: (610) 527‐4010 Email: [email protected]


A

ABLES, MICHAEL, 12 ACRE, MARK, 36, 56 ADAMS, JAMIE, 36, 62 ADAMS, RONALD, 5 AKERS, JULIE, 32 ALEGRE, MERCEDES, 6 ALFORD, JENNIFER, 9 ALLEN, GERALD, 75 ALLEY, WILLIAM, 75 ANDERSON, EDDIE, 50, 55 ANDERSON, WILLIAM, 51 APODACA, KATHLEEN, 8, 56 ASHE, BRIAN, 59, 88 ASHLEY, JAMES, 20 AVERY, ROBERT, 5

B

BACCIGALUPI, ROBERT, 75 BACCOLI, LYNDA, 22 BAGLIEN‐SPRECHER, BONNIE, 22 BAILEY, LATEESHA, 47 BALCHIN, JAMES, 34 BALDWIN, LEONA, 75 BALKCOM, CATHERINE, 29, 56 BANKS, CAROLYN, 89 BARBER, WILLIAM, 13 BARBERA, DARALEE, 60, 86 BARBERG, W., 75 BARLAGE, MARC, 17 BARRIST, DAVID, 9 BARTLETT, ANTHONY, 91 BASINSKI, ROLAND, 8 BAUM, ARTHUR, 75 BAUTISTA, WAYNE, 20 BEAN, FRED, 75 BEATY, DAVID, 2, 4, 66 BEDINGFIELD, MILTON, 75 BEGLEY, MARK, 20 BELL, FRANK, 75 BELL, KEVIN, 40, 75 BENNETT, JIM, 12, 52 BENNETTI, DOUGLAS, 76 BERGER, MARTIN, 20 BERNAT, BRENDAN, 63, 66 BESSERT, DIANE, 11 BIANCHI, DAVID, 76 BIRON, STEPHEN, 17, 24 BLAYLOCK, ELEANOR, 14 BOBO, JACK, 71 BONNETT, MARK, 86 BOOZER, LANE, 10 BOUNDS, JOHN, 14, 55 BOYLE, DIANE, 51 BOYLE, JOHN, 45, 47, 63 BRADDOCK‐HARRISON, KAREN, 76 BRADEN, SANDRA, 26 BRAWNER, PAUL, 26

BRISCOE, MARK, 41 BROACHE SPROLES, LAUREN, 20 BROOKING, JOHN, 50 BROWN, C., 71 BROWN, MICHAEL, 2, 4, 54 BROWN, RICE, 71 BROWNE, PETER, 69, 76 BRYANT, SALLIE, 25 BUCHAN, JAMES, 70, 76 BUCKLES, KRISTINE, 28, 31, 37 BUECHLER, NANCY, 28 BURTON, KATHRYN, 21 BUXMAN, ROBERT, 76

C

CANNADY, MARY ANN, 16, 76 CANZANELLA, CHERYL, 37 CARANO, MICHAEL, 9 CARSRUD, JUDITH, 50 CARTER, DEE, 17 CARTER, JASON, 19 CHAPMAN, KAROLYN, 67 CHESEBROUGH, PATRICIA, 25, 53 CHIARITO, CAROL, 44 CHIASSON, JACK, 90 CHRISTIAN, JAMES, 60, 91 CIELUCH, GERRY, 9 CLARK, THOMAS, 76 CLARKE, MICHELE, 26, 30, 32 CONDREY, R., 4, 67 COPE, TIMOTHY, 23 CORBALLY, ASHLEY, 37 CORCORAN, JENNIFER, 45, 61 COSTANTINO, R., 76 COTHRON, TOM, 2, 4, 50 COULTER, DEBORAH, 66 COUNTERMAN, BRIAN, 65 CRANFIELD, DAVID, 36, 53 CROWLEY, BARBARA, 90 CRUZ, YESENIA, 29 CUCCINELLI, DENNIS, 50 CUNNINGHAM, KAMI JO, 30 CURREY, THOMAS, 71 CURTIS, JACK, 65 CYR, KYLE, 20

D

DALE, DEBORAH, 13, 62 DAMICK, DONALD, 15 DAVIDSON, JOHN, 71 DAVIS, JOSEPH, 76 DAY, RONNIE, 6 DEAN, JOHN, 45 DECATOIRE, SARA, 26, 33, 69 DEMERS, SCOTT, 8 DEUTSCHLANDER, EDWARD, 76 DEVITA, RICHARD, 85 DEVROW, FONDA, 27 DIAL, HAGAN, 23


DIEHL, JEFFREY, 24 DOBSON, H., 58 DOMINO, ANTHONY, 59, 85 DONOHUE, JOHN, 76 DOTY, BRENDA, 77 DOUGHERTY, PAUL, 1, 4, 42, 44, 67 DOW, MICHAEL, 91 DUNI, JOHN, 23 DUPREE, CANDACE, 36

E

EASTERLING, KAREN, 63, 65 ECONOMOS, NICK, 58 EDDY, ROBERT, 77 EICHELBERGER, DONALD, 77 EINSTEIN, M., 77 EKSTROM, ERIC, 6 ELDER, MICHAEL, 23 ELIAS, HOWARD, 86 EMSWILER, BRIAN, 53 ENGLE, A., 7 ERSTAD, BYRON, 49 ESPOSITO, DONALD, 6 EVANS, DEBBY, 26 EVANS, KENNETH, 77 EWING, SETH, 68

F

FARR, PAUL, 8, 66 FASHANO, ROBERT, 86 FELDMAN, MARVIN, 88 FELTON, JOHN, 10 FIELD, DAVID, 28 FITZSIMMONS, ROBERT, 49 FLETCHER, ANNE, 7 FLOWERS, JERRY, 77 FOGG, MAGGIE, 57 FORD, MIKE, 19 FORMAN, STEPHEN, 41 FORT, MARY, 77 FORTENBERRY, H., 42, 77 FOSTER, CHRIS, 85 FOWLER, LAWRENCE, 77 FOWLER, THOMAS, 77 FOX, LINDA, 30 FRACK, JOSEPH, 91 FRANKLIN, WILLIAM, 7 FREMLING, ELAINE, 77 FRETT, TERRENCE, 50 FREUDENBERGER, JAMES, 16

G

GAITAN, LARESSA, 33, 35, 38 GALE, BLAYNE, 8 GARZA, MARY, 28 GAUDREAU, JULES, 1, 42 GEISSLER, APRILYN, 37, 41

GEITGEY, JAMES, 56 GENTRY, CINDY, 88 GERBER, MICHAEL, 46, 70 GILLIES, KEITH, 78 GLADSTONE, TAMMY, 14 GODSMAN, BONNIE, 87 GOLATO, PETER, 84 GOLLEHER, CONNIE, 49 GRANTHAM, TODD, 53, 62 GRAY, SANDRA, 26 GREEN, BRANDON, 66 GRIFFIN, MARK, 22 GRIMES, GREGORY, 8

H

HAFFNER, JOHN, 53 HALAL, ERNIE, 41 HAMPTON, STEVE, 18, 30 HANCOCK, ALLAN, 71 HANNA, MARK, 89 HANSEN, W., 78 HANSON, ALEX, 78 HARDING, BENJAMIN, 36, 67 HARDY, R., 78 HARLESS, KAY, 27 HARRIETT, ELIE, 22 HARTMAN, JAN, 29 HAUSER, PHILIP, 65 HAVIR, GARY, 7 HEAD, KENNETH, 41 HEADLEY, TERRY, 44, 71 HECKERT, BRIAN, 89 HENDRICKSON, BRUCE, 71 HERRINGTON, JAMES, 62 HIRTH, TYLER, 38 HLADIK, JOSEPH, 9 HOESLY, MICHELLE, 60, 89 HOFFMAN, JILL, 51 HOLEN, BRYAN, 8 HOLMES, JOHN, 2, 4, 68 HOLT, STEVEN, 10 HOLZ, BRYON, 62 HOLZBERG, LAWRENCE, 8 HUBBARD, BENNY, 7 HUFFMAN, GREGORY, 22 HUGHES, ROBERT, 72 HUNT, RAY, 78 HUNTINGTON, MATTHEW, 78

I

IBARRA, JUAN, 38 IMKE, GENE, 78 IPPEL, TIMOTHY, 20 IRONS, WILLIAM, 78 ISHAK, MAGENTA, 51, 54, 57


J

JACOBS, RICHARD, 15 JENKINS, RUSSELL, 78 JOHNS, JOHN, 52 JOHNSON, BARRY, 52 JOHNSON, J. DENNIS, 7 JOHNSON, LARRY, 37 JOHNSON, MARK, 72 JOHNSON, ROBERT, 60, 84 JOHNSON, TODD, 27, 50 JOHNSTON, STANLEY, 78 JOLLY, BROCK, 2, 4, 37, 67 JONES, J., 79 JOSEPH, BOOKER, 12, 49, 79 JOYNER, FREDERICK, 50, 79 JUDD, JILL, 2, 4, 63

K

KANTOR, BRUCE, 79 KAUFMANN, RANDALL, 44 KEENAN, MICHAEL, 72 KELLAR, SUZANNE, 25, 32 KELLEY, F., 52 KELLEY, GARY, 10 KELLY, MERRIE (KIM), 9 KELLY, WILLIAM, 45 KEMPTHORNE, DIRK, 60 KERZNER, ROBERT, 60 KEYS, MARVIN, 19, 79 KIESCHNICK, KIM, 32, 34 KILGORE, RANDY, 48, 69, 72 KILTON, THOMAS, 21 KIM, DENNIS, 13 KLINE, STEVE, 51 KNOPP, BRUCE, 13, 34 KOOB, RICHARD, 59, 72 KOSIC, WILLIAM, 79 KRAUSE, WILLIAM, 16, 55 KUNKLER, KYLE, 51

L

LALIBERTE, LISA, 67, 79 LAMBERT, LARRY, 72 LAMMERS, JAMES, 91 LAND, DINA, 26, 66 LAND, VAN, 79 LAPTEW, MATTHEW, 51 LAPTEW, TARA, 63, 66 LATTA, JERRY, 23 LEE, HARRY, 79 LEE, LARRY, 56 LEE, STEPHANIE, 25 LEIST, NICKELLE, 36 LESLIE, H. STEPHEN, 34 LEVINE, NORMAN, 72 LONG, DAVID, 60, 90 LORENZ, ANNE, 6

LOUNDS, LAWRENCE, 49, 79 LOWREY, RICHARD, 17 LOWRY, JACK, 79 LUNDY, BOB, 25 LUNDY, MICHAEL, 55 LYNDS, MAX, 14

M

MALCOLM, GLENFORD, 80 MALE, MARK, 29 MALKIN, DAVID, 42, 72 MANGUM, WAYLON, 80 MARKHAM, STEVEN, 6 MASSEY, DOUGLAS, 53 MATRULLO, JONATHAN, 23 MATSON, ROBERT, 58 MAU, SONYA, 80 MAUS, CARL, 14, 80 MAY, ROY, 80 MCBRIDE, DAVID, 28, 34 MCCARTY, PHILIP, 12 MCCLENDON, J., 16 MCCULLOUGH, ROGER, 13, 80 MCDONALD, C. ANTHONY, 53 MCELHENY, GREGORY, 19 MCGANN, JAMES, 80 MCGRATH, MELISSA, 28, 31 MCGREEVY, WILLIAM, 80 MCLEARY, THOMAS, 80 MCMANIGAL, MORLAND, 72 MCNAIRY, LEONARD, 13, 80 MCNEELY, JULI, 1, 4, 42, 70 MCWATERS, W., 13 MEEHAN, JOHN, 72 MERCER, MARIE, 30 MERIDETH, DENNIS, 73 MEYERS, MELVIN, 58 MICHEL, THOMAS, 55 MILLER, CAROLYN, 34 MILLER, DENNIS, 14 MILLER, ROBERT, 59, 73 MISCHKE, HERBERT, 73 MITCHELL, JONATHAN, 20 MITCHELL, LACEY, 33, 35, 38, 68 MONTEVERDE, JAMES, 42, 81 MORGAN, G., 28 MOSLEY, SARAH, 37 MOYERS, CINDY, 23 MULLEN, SCOTT, 19, 21, 22 MURPHY, MARK, 85 MYERS, JAMES, 28

N

NASH, MICHAEL, 2, 4, 67 NAU, DONALD, 16 NEED, LINDA, 84 NEIGHBORS, JOHN, 73 NELSON, ROBERT, 69, 73 NELSON, SALLY, 81


NEPOMUCENO, JOEL, 68 NEWLIN, ANITA, 27 NEWMAN, KELLI, 37 NICHOLS, JOHN, 1, 4, 10, 43, 59, 62, 73 NICHOLSON, MICHAEL, 40, 73

O

OCHANPAUGH, JAY, 44 O'FALLON, ROBERT, 14, 34 OGDEN, JOHN, 5 OLSON, CHARLES, 21 OLSON, CHARLES (CHUCK), 2, 33, 34 OLSON, JENNA, 37 OWENS, SHEILA, 41

P

PAALANI, ALDOUS, 53 PACKAL, JOHN, 81 PALMIERI, BRUCE, 21 PASKER, MARY, 26 PATTERSON, RICK, 81 PAULEY, JOHN, 30 PAYNE, TMORA, 21 PEACOCK, JOHN, 16 PEARSON, DEBORAH, 55 PECKINPAUGH, M., 73 PENDLEY, KENNETH, 65 PERLMUTTER, NATHAN, 81 PETERSON, JOHN, 81 PETERSON, WAYLON, 50 PFEIFFER, ART, 81 PHILLIPS, KEITH, 16 PHILLIPS, RAYMOND, 90 PIERCE, ROBERT, 81 PIKE, DENNIS, 81 PINNEY, HARRY, 81 PIRTLE, CHRISTOPHER, 6 PITTMAN, JAMES, 89 PITTMAN, JOSEPH, 31 POLLAKOV, WILLIAM, 86 POPE, BRUCE, 49 POTTS, CHARLES, 52 POWERS, DIANE, 63, 66 PRENTISS, JAMES, 69 PRESCOTT, GAYLE, 27 PRESS, ALAN, 73 PROST, JOHN, 81 PUGH, S., 21

Q

QUEENER, BOBBY, 17 QUINLAN, ROBERT, 41, 62

R

RAMOS, DIANE, 47, 64 RAY, LINDA, 82

RECORDS, STEPHANIE, 19 REISINGER, DANIEL, 5, 65 REYNOLDS, BOB, 13 RICE, RICHARD, 56 RICHARDS, PHILLIP, 42 RICHARDSON, JOHN, 38 ROACH, ROBERT, 82 ROBERTS, KAREN, 25 ROBERTSON, SHANNON, 27, 63 ROLEY, JESSICA, 19 ROSENBLATT, HOWARD, 49 ROSS, ROBERT, 12 ROTHSCHILD, STEPHEN, 88 ROWLEY, DENNIS, 16 RUCKEL, JOHN, 73 RUSSELL, DAVID, 52 RUST, DANIEL, 15

S

SACHS, ADAM, 14, 52 SALONEN, BRIAN, 8 SANDERS, GARY, 51 SANDOVAL, MICHAEL, 5 SCHAU, ANTHONY, 6 SCHELLMAN, G., 82 SCHLEGEL, KATE, 25 SCHMIDT, TIM, 86 SCHOON, TODD, 84 SCHORR, CINDI, 31 SCHWARTZ, MARC, 60, 88 SCOTT, CAMMIE, 62 SCOTT, JAMES, 23 SCOTT, OLIVIA, 33, 35, 38 SCOTT, PAUL, 17 SCRITCHFIELD, RANDY, 82 SHAW, STEPHEN, 74 SHAW, TERI, 63, 66, 69 SHERIDAN, STEPHANIE, 54 SHUMSKI, J., 22 SIEVERS, CALVIN, 23 SIMM, NANCY, 12 SIMONS, JAMES, 9 SIMONS, KEN, 82 SKINNER, JEFFERY, 9 SKINNER, LISA, 65 SMITH, ALEXANDER, 15 SMITH, JOAN, 27 SMITH, LORIE, 27 SMITH, MICHAEL, 62 SMITH, PAUL, 82 SMITH, RAY, 44 SMITH, ROBERT, 46, 59, 74 SMITH, RUSSELL, 82 SMITH, RYAN, 21 SMITHKEY, DAVID, 74 SNEAD, IDA, 24 SOLANO, ADAM, 67 SPARGO, RICHARD, 82 SPARLING, SHARON, 65 SPELLMAN, DAVID, 56 SPIELMANN, MICHAEL, 7, 21


STAAT, MARK, 52 STAHR, STEPHEN, 89 STEADMAN, MICHAEL, 55 STEARLEY, ALAN, 47 STEINBERG, BERT, 82 STERNBERG, SEYMOUR, 59 STERNGOLD, MILTON, 82 STERTZER, DAVID, 85 STEVENS, JANICE, 53 STEVENS, MIKE (J. MICHAEL), 29 STONE, RICHARD, 13 STRATTON, DAVID, 12 STRUEBING, MICHAEL, 15 SUROVICK, LINDA, 25, 27, 28, 31 SUTERMEISTER, STEVEN, 58 SUTPHEN, GEORGE, 15 SUTTON, CAMERON, 83 SUTTON, ROGER, 83 SYVERSON, ELWOOD, 17

T

TAGLIAVINI, DREW, 5 TAKENAKA, CYNTHIA, 26 TAPSCOTT, BRAD, 44 TASSEY, MATTHEW, 1, 4, 40, 42, 58, 70, 83 TAVERNITE, JOSEPH, 22 TEDOLDI, ROBERT, 74 THIBAULT, JO, 10 THOMPSON, TIMOTHY, 7 TIRALOSI, MARK, 13 TOSCANO, GREGORY, 2, 4, 57 TROTTER, IKE, 44 TRUE, KAREN, 31, 32 TRUJILLO, STEVEN, 22 TRUNCELLITO, TIMOTHY, 15 TUCKER, ROBERT, 83 TURNER, GREGORY, 5 TURNER, LYNDA, 28 TYREE, C, 5

U

USSERY, JOEY, 49 UTZ, JOHN, 83

V

VACCA, GREGORY, 83

VAN DUSEN, GEORGE, 90 VAN HAM, JAMES, 3, 41 VANNATTA‐GAIL, MARY LOUISE, 29 VERMEIRE, JILL, 29 VERSAGGI, JENNIFER, 38 VON KENNEL, TIMOTHY, 29 VON RIESEN, THOMAS, 85 VRABLIK, EDWARD, 44

W

WARREN, GENE, 6 WASHINGTON BROWN, YASEMIN, 33, 35, 38, 68 WATERS, SUSAN, 1, 43, 48, 59, 69, 70 WEBER, SHERI, 22 WECKER, RICHARD, 83 WELLING, CALVIN, 10 WELSHEIMER, C., 6 WERNECKE, ROBERT, 74 WESSEL, PAUL, 40, 43, 58 WESTHOELTER, SHANE, 19 WHEELER, JOHN, 10, 55 WHICHARD, ERNEST, 83 WHITE, MICHAEL, 40 WHITED, ROD, 20 WIER, SUSAN, 70, 83 WILLIAMS, ALEXIS, 63 WILSON, BRIAN, 66 WILSON, CLIFF, 74, 88 WIMSATT, LUKE, 38 WIMSATT, RANDALL, 15 WOLEBEN, JOHN, 56 WOLFE, KRISTINE, 31, 32, 56 WOODS, DAVID, 74

Y

YOST, CAMERON, 29 YOST, TRENT, 20

Z

ZABIELSKI, EDWARD, 12, 83 ZALEWSKI, ALAN, 17 ZAMAN, MICHELLE, 33, 35, 39 ZUMBERGE, LACEY, 38

NAIFA Interoffice Phone Directory9/26/2014

Building OperationsName: Title: Phone Extension: Fax Extension: Floor:

Bonilla, Paul Lobby Attendant 8260 Lobby

Bobo Conference Room 8261 Lobby - 107

C. Carney Smith Conference Room 8265 Lobby - 103A

Executive Conference Room 8248 Lobby - 109

Business CenterName: Title: Phone Extension: Fax Extension: Floor:

Business Center, Main Line 8246 8353 Business Center P1

Hathaway, John Site Manager - DTI 8245 Business Center P1

Ferebee, Wynton Fullfillment & Shipping 8244 Business Center P1

Anderson, Tyron Copy Center 8246 Business Center P1

Communications & MarketingName: Title: Phone Extension: Fax Extension: Floor:

Briscoe, Mark Senior Director - Strategic Communications 8111 8406 6

Halal, Ernie Director - Strategic Member Communications 8113 8407 6

Keen, Steven Interative Designer 8114 8410 6

Moyer, Andy Producer 8237 6

Mseka, Ayo Editor-in-Chief 8204 8471 6

Owens, Sheila VP - Communications & Marketing 8112 8411 6

Yancey, Olivia Web Designer 8115 8404 6

Executive Office:Name: Title: Phone Extension: Fax Extension: Floor:

Corcoran, Jennifer Executive Administrator to the CEO 8103 8403 6

Waters, Susan Chief Executive Officer 8102 8402 6

Finance Name: Title: Phone Extension: Fax Extension: Floor:

Cassidy, Jennifer Director of Finance 8125 8416 6

Delsol, Ian Staff Accountant -- Accounts Payable 8122 8418 6

Schreiber, Gayle Accounting Manager 8127 8421 6

Waters, Rachel Staff Accountant -- Accounts Receivable 8124 8415 6

Wessel, Paul VP - Finance & Facilities 8119 8412 6

Government RelationsName: Title: Phone Extension: Fax Extension: Floor:

Capitol Hill Office 202-266-3950

Anderson, William Senior VP - Government Relations 8193 8463 6

Boyle, Diane VP - Federal Government Relations 8252 8374 6

Carsrud, Judi Director of Federal Relations 8155 8442 6

Hoffman, Jill AVP - Federal Relations 8158 8426 6

Kline, Steve Director-State Government Relations 8187 8464 6

Kunkler, Kyle Government Relations Program Manager 8153 8437 6

Laptew, Matthew Government Relations Program Manager 8157 8457 6

Sanders, Gary VP - Securities & State Government Relations 8192 8462 6

Singleton, Donna Executive Assistant 8188 8459 6

Human ResourcesName: Title: Phone Extension: Fax Extension: Floor:

Gerber, Michael General Counsel & VP of Human Resources 8190 8460 6

Polizos, Karen Manager of Human Resources 8118 8413 6

Information ServicesName: Title: Phone Extension: Fax Extension: Floor:

Helpdesk 4357

Khor, Soon Technical Support Coordinator 8139 8422 5

Kolage, Pragati Programmer / Analyst 8128 8425 5

Miller, Katie Information Services Project Coordinator 8129 8428 5

Perry, Blane Director of Information Services Operations 8140 8423 5

Rogers, Mark VP - Information Services 8130 8424 5

NAIFA Interoffice Phone Directory9/26/2014

Member Services & RecordsName: Title: Phone Extension: Fax Extension: Floor:

Member Service Center 877-866-2432 8224

Bailey, Lateesha Member Records Specialist 8145 8432 5

Daniels, Michael Member Services Representative 8234 8494 5

Doulis, Katina Member Services Representative 8232 8363 5

Graham, Brandon Member Records Specialist 8146 8430 5

Johnson, Monica Member Records Specialist 8148 8427 5

Rushing, Arthur Bank Draft Administrator 8258 8378 5

Smith, Latasha Member Records Specialist 8143 8431 5Thomas, Kenya Director -- Member Services & Records 8144 8429 5

Membership Marketing & Association ServicesName: Title: Phone Extension: Fax Extension: Floor:

Ewing, Seth AVP - Membership 8217 8491 5

Gaitan, Laressa Program Manager - Association Services 8215 8495 5

Hadloc, Bruce Program Manager - Industry Partnerships 8268 8490 5

Vacant Program Manager - Membership Marketing 8214 8499 5

Mitchell, Lacey AVP - Association Services 8221 8224 5

Nepomuceno, Joel Director of Membership Marketing 8213 8475 5

Schmutz, Catherine AVP - Corporate Partnerships 8218 8485 5

Scott, Olivia Program Manager - Association Services 8235 8493 5

Washington Brown, Yasemin VP - Membership Marketing & Association Services 8219 8489 5

Zaman, Michelle Program Manager - Association Services 8228 8480 5

Political AffairsName: Title: Phone Extension: Fax Extension: Floor:

Fogg, Maggie Grassroots/Political Involvement Administrator 8154 8457 6

Frye, Christa IFAPAC Administrative Assistant 8160 8435 6

Harris, Kiandra IFAPAC Program Manager 8162 8151 6

Ishak, Magenta AVP - Political Affairs 8152 8151 6

Sheridan, Stephanie Political Director 8156 8438 6

Professional Development & EducationName: Title: Phone Extension: Fax Extension: Floor:

Bernat, Brendan Director - Professional Development & Education Programs 8230 8486 6

Boyle, John AVP - Professional Development & Education 8267 8212 6

Laptew, Tara Program Manager-Professional Development & Education 8207 8465 6

Powers, Diane VP - Professional Development & Education 8226 8498 6

Ramos, Diane Director -- Meetings & PD&E Programs 8222 8483 6

Shaw, Teri Marketing Director - PD&E 8225 8467 6

Williams, Alexis Meetings Coordinator 8223 8477 6

Documents

THE NATIONAL ASSOCIATION OF INSURANCE AND …€¦ · · 2018-01-31THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS ... [email protected] ... [email protected] NAIFA