2013 Attendees


Name	Chapter	City	State	Company	Practice Specialties
Paul J. Amos, CLU,ChFC,MSFS,REBC	Cleveland	Sheffield Village	OH	Chapman & Chapman, Inc.
				Business Planning and Compensation Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Financial Planning Multiple Risk Management Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care Investment Adviser Security Sales and Marketing College Planning
Keith Atneosen, CFP	Seattle	Bothell	WA	Ronald Blue & Coe, LLC

James S. Aussem, JD,AEP	Cleveland	Cleveland	OH	Familo & Durkin Co, LPA

The Aviva USA Corporation		Des Moines	IA

R. John Badger, Jr., CLU,ChFC,CFP,CFS,RFC	Central Iowa	West Des Moines	IA	Financial Product Sales Co.
				Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Financial Planning Multiple Risk Management Individual Insurance(life,health disability) Retirement Planning/Counseling Eldercare Planning/Counseling Long-Term Care Investment Adviser Security Sales and Marketing College Planning
Benjamin G. Baldwin, Jr., CLU,ChFC,CFP,MSFS	Greater Chicago	Arlington Hts	IL	Baldwin Financial Systems, LLC
				Business Planning and Compensation Estate Planning Financial Planning Retirement Planning/Counseling
Eric Beaderstadt, CFP	Greater Chicago	Palatine	IL	Thrivent Financial For Lutherans

Richard A. Bell, CLU,ChFC,CFP,MSFS	San Fernando Valley	Calabasas	CA	Bell Financial
				Business Planning and Compensation Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Financial Planning Multiple Risk Management Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care College Planning
Michael J. Bertolette, CLU,ChFC	Northern Rocky Mountain	Fort Collins	CO	AXA Advisors
				Employee Benefits/Group Insurance Estate Planning Multiple Risk Management Retirement Planning/Counseling
Jeffrey A. Bremer	Central Iowa	West Des Moines	IA	State Farm

The Brokerage Professionals Inc		Scottsdale	AZ

Nathan G. Browning, CFP	South Jersey	Marlton	NJ	LPL Financial - MFinancial Planning Services, Inc.
				Business Planning and Compensation Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Financial Planning Multiple Risk Management Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care Trust Services Investment Adviser College Planning
Elizabeth E. Budreck, CLU	Greater Chicago	Hinsdale	IL	State Farm Insurance
				Business Planning and Compensation Estate Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care Casualty and Property Insurance College Planning
James L. Butler, CLU,ChFC,MSFS,CFP,MS	St. Louis	St Louis	MO	Butler Associates Fin. Planners, Inc.
				Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Financial Planning Multiple Risk Management Individual Insurance(life,health disability) Long-Term Care Investment Adviser
Donald D. Cameron, CLU	Maine	Newcastle	ME	Cameron Dietz & Company, LLC
				Business Planning and Compensation Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Financial Planning Multiple Risk Management Retirement Planning/Counseling
Frank M. Campbell, CLU,ChFC,AEP	Member at Large -Western	Riverside	CA	Stratus Financial Partners
				Business Planning and Compensation Qualified Plans/ERISA Estate Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care
Geoffrey W. Card	Austin	Austin	TX	PartnersFinancial

Albin A. Carlson, CLU,AEP	Fresno	Fresno	CA	Income Design, Inc.
				Business Planning and Compensation Qualified Plans/ERISA
Joshua J. Chase, CFP	Maine	Falmouth	ME	Lebel & Harriman, LLP

Sherry Chester	Member at Large - Eastern	Newtown Square	PA	Society of FSP

Michele Collins, JD	Boston	Boston	MA	Met Life

Katharine A. Corbin, CLU,ChFC	Greater Phoenix	Scottsdale	AZ	Corbin Financial, Inc.
				Business Planning and Compensation Estate Planning Financial Planning Retirement Planning/Counseling Investment Adviser Security Sales and Marketing
Donald E. Culver, CLU,ChFC,MSFS,MS	Rocky Mountain	Broomfield	CO	Culver Retirement Services, Inc.
				Business Planning and Compensation Qualified Plans/ERISA Estate Planning Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Eldercare Planning/Counseling Long-Term Care Security Sales and Marketing
Bill D. Cunningham, CLU,ChFC,CFP	Shreveport	Shreveport	LA	Northwestern Mutual
				Employee Benefits/Group Insurance Estate Planning Multiple Risk Management
Dennis P. DeGidio, CLU,ChFC,CASL,CAP	Twin Cities	Rice Lake	WI	Thrivent Financial for Lutherans

David P. DeLaRosa, ChFC,MA	San Diego	Escondido	CA	Martinez & Winter

Francis R. Doran, CLU,ChFC	Boston	Duxbury	MA	FR Doran Insurance Agency

John R. Driskill, CLU,ChFC	Southern Arizona	Tucson	AZ

Scott A. Emley, CFP,CLU,ChFC	Northeast Kansas	Manhattan	KS	Professional Planning Services, Inc.
				Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Financial Planning Multiple Risk Management Retirement Planning/Counseling
Samuel L. Farb, CLU	Member at Large - Southern	Bonita Springs	FL	SLF Insurance Agency
				Employee Benefits/Group Insurance Estate Planning Multiple Risk Management
Eric W. Feller	Greater Phoenix	Scottsdale	AZ	Brokerage Professionals, Inc.

James C. Fischer, CLU	Milwaukee	Pewaukee	WI	Allstate Financial Services

Timothy M. Fitzgerald, CFP,CLU,ChFC	Central Iowa	Urbandale	IA	Aviva

Joseph E. Frack, CPA,CGMA	Greater Philadelphia	Newtown Square	PA	Society of FSP
				Tax/Audit
Bruce K. Gendein, CLU,ChFC	San Fernando Valley	Woodland Hills	CA	SENEX

David A. Glazer, CFP,ChFC,CLU,JD	New York City	Somerset	NJ
				Business Planning and Compensation Estate Planning Financial Planning
Riggs Goodman, Jr., CLU,ChFC,MSM,MSFS	Member at Large - Southern	Birmingham	AL	Employee Benefit Planning
				Employee Benefits/Group Insurance Qualified Plans/ERISA Multiple Risk Management Retirement Planning/Counseling
Clayton L. Gray, CLU,ChFC,LUTCF,CASL	Northern Rocky Mountain	Cheyenne	WY	Prudential Financial
				Business Planning and Compensation Estate Planning Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care Investment Adviser College Planning
Robert L. Green, CLU,ChFC,JD	Rocky Mountain	Greenwood Village	CO	BG Financial Advisors
				Business Planning and Compensation Qualified Plans/ERISA Estate Planning Financial Planning Retirement Planning/Counseling Investment Adviser Security Sales and Marketing
Bret A. Guillaume, CFP	Kansas City	Kansas City	MO	Mader & Shannon Wealth Management

Edwin D. Hale, JD,CLU	Dallas	Dallas	TX	Aviva USA
				Business Planning and Compensation Estate Planning Individual Insurance(life,health disability)
Mark A. Haworth, CLU	Amarillo	Amarillo	TX	ING Financial Partners
				Financial Planning Individual Insurance(life,health disability) Investment Adviser Security Sales and Marketing
Thomas E. Hogan, CLU	Detroit	Livonia	MI	H F A Planning Corp
				Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling
Bruce Horek, CLU,ChFC,LUTCF	Greater Chicago	Westchester	IL	State Farm Life
				Business Planning and Compensation Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care Casualty and Property Insurance College Planning
John T. Houk, JD,PhD,CPHD	National Capital	Falls Church	VA	United Charitable Programs

Julie L. Houk	National Capital	Falls Church	VA	United Charitable Programs

Bruce W. Hubbard, CLU,ChFC	Fresno	Fresno	CA	Diversified Benefit Svcs., Inc.
				Business Planning and Compensation Qualified Plans/ERISA Estate Planning Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care
Amy Hubley	Twin Cities	Minneapolis	MN	Networth Asset Management, Inc.

Roger A. Hubley, CLU,ChFC,MSM,MSFS	Southwest Florida	Marco Island	FL	Networth Asset Management, Inc
				Qualified Plans/ERISA Estate Planning Financial Planning Retirement Planning/Counseling
Tammi S. Jackson, JD	Greater Phoenix	Phoenix	AZ	MetLife

Frank Johns, JD,CELA	Greensboro	Greensboro	NC	Booth Harrington & Johns

Amy Johnson, CMP	Member at Large - Eastern	Newtown Square	PA	Society of FSP

Donn O. Johnson, CLU,ChFC,CFP,CASL	Milwaukee	Brookfield	WI	State Farm
				Business Planning and Compensation Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Financial Planning Multiple Risk Management Retirement Planning/Counseling
D. Lee Johnston, CLU	Northern Rocky Mountain	Fort Collins	CO	D. Lee Johnston & Assocs.
				Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Multiple Risk Management Retirement Planning/Counseling
James B. Lammers, CLU,ChFC,CFP	Omaha	Omaha	NE	Lammers & Peters Weathplan
				Estate Planning Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care Investment Adviser Security Sales and Marketing
John D. Levin, CLU	Southern Arizona	Tucson	AZ	Levin Financial & Ins. Svcs.

Nathan Lew, ChFC,CLU,MBA,CFP	Orange County	Irvine	CA	MetLife

Stephen F. Libby, CLU,ChFC,RHU,REBC	New York City	New York	NY	M & M Brokerage Services, Inc
				Business Planning and Compensation Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Multiple Risk Management Individual Insurance(life,health disability) Retirement Planning/Counseling Office/Agency Management and Training Long-Term Care Security Sales and Marketing
Ronald P. Lutes, CLU,ChFC,CASL,LUTCF	Twin Cities	Minneapolis	MN	Thrivent Financial

James W. Mader, CLU,ChFC	Kansas City	Kansas City	MO	Mader & Shannon Wealth Management
				Business Planning and Compensation Qualified Plans/ERISA Estate Planning Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Eldercare Planning/Counseling Long-Term Care Trust Services Investment Adviser Security Sales and Marketing
G Kent Mangelson, CFP	Las Vegas	Las Vegas	NV	American Society for Asset Protection

Anthony Martin, MBA,CLTC,CFP	Member at Large - Southern	Savannah	GA	Martin Financial Group, LLC

Gean W. Martin, CLU,AEP,CLTC	Member at Large - Southern	Savannah	GA	Martin Financial Group, LLC
				Business Planning and Compensation Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Financial Planning Multiple Risk Management Individual Insurance(life,health disability) Retirement Planning/Counseling
Manuel E. Martinez, ChFC	San Diego	Escondido	CA	Martinez Agency

Michael R. Mazzella, CLU,ChFC,LUTCF	Greater Phoenix	Scottsdale	AZ	Brokerage Professonals, Inc.
				Retirement Planning/Counseling
Tracy E. McGurran, CLU,ChFC	Rocky Mountain	Colorado Springs	CO	Insurance Technologies
				Business Planning and Compensation Employee Benefits/Group Insurance Estate Planning Multiple Risk Management
Claudia A. McKay, CLU,ChFC,LTCP,FLMI	Palm Beach County	West Palm Beach	FL	State Farm
				Business Planning and Compensation Estate Planning Financial Planning
David McNurlen, CASL,ChFC,CLU	Member at Large - Middle West	Lena	WI	State Farm

James V. Medici, CLU,CLTC	Charlotte	Matthews	NC

Brian Miller, CPA	Houston	Houston	TX	Miller, Grossbard & Associates, PC

Joe P. Moore, Jr., CLU,ChFC,RFC	Orange County	Orange	CA	Strategic Alliance, Inc.
				Qualified Plans/ERISA Estate Planning Financial Planning Retirement Planning/Counseling
John K. Mulvey, Jr., CLU,ChFC,AEP	Eastern New York	Latham	NY	PKS Investments
				Business Planning and Compensation Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Financial Planning Multiple Risk Management Individual Insurance(life,health disability) Retirement Planning/Counseling Eldercare Planning/Counseling Long-Term Care Investment Adviser Security Sales and Marketing College Planning
Scott A. Nasca	Southern Arizona	Tucson	AZ	COUNTRY Financial

John J. Nelson	San Fernando Valley	Westlake Village	CA	Warner Pacific Insurance Services

Alan O'Donnell, MBA,ChFC,CLU,CASL	Twin Cities	Minneapolis	MN	Thrivent Financial

Tracy W. Oishi, ChFC,CLU,LUTCF	Greater Chicago	Algonquin	IL	Thrivent Financial
				Business Planning and Compensation Estate Planning Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care Casualty and Property Insurance Investment Adviser Security Sales and Marketing College Planning
John L. Olsen, CLU,ChFC,AEP	St. Louis	Kirkwood	MO	Olsen Financial Group
				Estate Planning Financial Planning Retirement Planning/Counseling Investment Adviser Security Sales and Marketing
Kevin L. Petersen, CLU,ChFC,MBA,LUTCF	Omaha	Omaha	NE	State Farm

Thomas L. Petsche, CLU,ChFC,RHU	Eastern Iowa	Cedar Rapids	IA	Brokerage Solutions, Inc.
				Employee Benefits/Group Insurance Multiple Risk Management Individual Insurance(life,health disability) Long-Term Care
Ruth R. Petty, CLU,ChFC,MSM,MSFS,MS	Greensboro	Greensboro	NC	Centinel Financial Group, LLC
				Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Eldercare Planning/Counseling Long-Term Care Security Sales and Marketing
Olin B. Ragsdale, CLU,AEP,CES	Fort Worth	Fort Worth	TX	Rhodes Securities, Inc.
				Business Planning and Compensation Estate Planning Financial Planning Retirement Planning/Counseling Eldercare Planning/Counseling Investment Adviser Security Sales and Marketing
Theresa Readdy, FLMI	Northern Illinois	Northbrook	IL	Allstate Life Ins. Co.

Joseph T. Reilly, CFP	Columbus OH	Columbus	OH	Thrivent Financial For Lutherans

Hugh B. Roberts, CFP	San Fernando Valley	Woodland Hills	CA	H.B. Roberts Co.

Jeff Rosser, CFP,CIMA	South Jersey	Moorestown	NJ	PIMCO

Frederick J. Russell, MSFS,CLU,ChFC	North Jersey	Paramus	NJ	Acorn Consulting
				Business Planning and Compensation Estate Planning Financial Planning Retirement Planning/Counseling Eldercare Planning/Counseling Investment Adviser
Gregory W. Schlaudecker, CLU,ChFC	Greensboro	Jamestown	NC	Emerald College Planning
				Estate Planning Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care Tax/Audit Investment Adviser Security Sales and Marketing College Planning
Julie Schneider	Austin	Austin	TX	Partners Financial

Thomas J. Sigmund, JD	Columbus OH	Columbus	OH	Kegler, Brown, Hill & Ritter
				Business Planning and Compensation Qualified Plans/ERISA Financial Planning
Hannah Sink	Tri-County	Santa Barbara	CA	AmeriFlex Financial Services

Robert N. Snyder, LUTCF,M.Ed.	National Capital	Fairfax	VA	Snyder Insurance & Annuities
				Business Planning and Compensation Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Financial Planning Multiple Risk Management Retirement Planning/Counseling
Patricia A. Solberg, CLU,CFP,LUTCF,MSW	Seattle	Seattle	WA	KMS Financial Services Inc
				Estate Planning Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Eldercare Planning/Counseling Long-Term Care Tax/Audit Investment Adviser Security Sales and Marketing College Planning
Terence B. Stanaland, JD,ChFC,CPA	Greensboro	Greensboro	NC	Teague, Rotenstreich, Stanaland, Fox & Holt PLLC
				Estate Planning
William P. Stark, JD,LLM,CLU	Twin Cities	Saint Paul	MN	Securian Financial Group

Paul B. Stevenson, CLU,ChFC,MSFS,CFP	Boston	North Hampton	NH	Smith Companies/Capitas
				Business Planning and Compensation Qualified Plans/ERISA Estate Planning Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care Investment Adviser College Planning
Jeffrey A. Stewart, CLU	Utah	Layton	UT	Allstate

Bruce P. Stone, CLU,ChFC	Member at Large -Western	Pasadena	CA	Stone Tapert Financial & Ins.
				Business Planning and Compensation Qualified Plans/ERISA Estate Planning Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care Investment Adviser Security Sales and Marketing
J. Lawrence Stone, CLU	Pasadena-San Gabriel	Pasadena	CA	Stone Tapert Financial & Ins.

Gary W. Sutter, CLU	St. Louis	Chesterfield	MO	Mass Mutual Life Co.

Bibi Taylor, MBA	Tri-County	Santa Barbara	CA	AmeriFlex Financial Services

Victor D. Thom, CLU,ChFC,GRAD	San Diego	Cardiff by the Sea	CA	New York Life

Vincent P. Troy, CLU,ChFC	Twin Cities	St. Louis Park	MN	Troy Associates
				Estate Planning
Robert D. Tufford, CLU,ChFC	Twin Cities	Edina	MN	Tufford-Hughes and Associates
				Business Planning and Compensation Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Multiple Risk Management Retirement Planning/Counseling
Dexter S. Umekubo, CLU,ChFC	Wichita	Salina	KS	Producer's XL
				Business Planning and Compensation Estate Planning Financial Planning Retirement Planning/Counseling Long-Term Care Investment Adviser Security Sales and Marketing
The United Charitable Programs		Falls Church	VA

Richard M. Weber, MBA,CLU, AEP	Golden Gate	Pleasant Hill	CA	The Ethical Edge, Inc.
				Business Planning and Compensation Employee Benefits/Group Insurance Estate Planning Financial Planning Multiple Risk Management Individual Insurance(life,health disability)
Julia Weltmann	National Capital	Falls Church	VA	United Charitable Programs

William J. Wilkinson, CFP,CLU,ChFC	Rhode Island	Attleboro	MA	Wilkinson & Associates
				Business Planning and Compensation Qualified Plans/ERISA Estate Planning Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care Trust Services Security Sales and Marketing
Rolf M. Winch, CLU,ChFC	National Capital	Rockville	MD	Lifetime Financial Partners, LLC
				Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care Investment Adviser Security Sales and Marketing
Kenneth L. Winter, ChFC	San Diego	Escondido	CA	Union Central

Barbara K. Wong	Alaska	Anchorage	AK	Capital Management Network
				Employee Benefits/Group Insurance Multiple Risk Management
Garret S. Wong, ChFC	Alaska	Anchorage	AK	Capital Management Network

Ann B. Zuraw, CFP,CFA,MBA,CFDA	Greensboro	Greensboro	NC	Compass Financial Partners, LLC
				Estate Planning Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Eldercare Planning/Counseling Long-Term Care Investment Adviser Security Sales and Marketing College Planning
113 records returned.