2014 Attendees


Name Chapter City State Company Practice
Specialties
James R. Allen, CFP,CLU,ChFC,MSFS Charlotte Waxhaw NC MetLife
 
Paul J. Amos, CLU,ChFC,MSFS,REBC Cleveland-Akron Galion OH Chapman & Chapman, Inc.
 
James S. Aussem, JD,AEP Cleveland-Akron Cleveland OH Cavitch Familo & Durkin Co, LPA
 
Jennifer Lynn Bacarella Member at Large - Middle East Ann Arbor MI Sigma Financial Corporation
 
Anthony R. Bartlett, CASL,ChFC Worcester Worcester MA Baystate Financial Services
 
Darwin M. Bayston, CFA Atlanta Orlando FL Life Insurance Settlement Association
 
Donna J. Bogan, CLU,ChFC Toledo Toledo OH Hartmann & Associates
 
Clifford W. Bonds, CLU,ChFC,CASL Member at Large - Southern Bishop GA State Farm
 
Lydia Borgatta, MS New York City Miami Beach FL Credit Suisse
 
Martha F. Bradberry, CLU,ChFC,MBA Greensboro Greensboro NC Lincoln Financial Group
 
Bradford A Bryant, CLU,ChFC Central Florida Orlando FL Protective Life Insurance Company
 
Katinka M. Bryson, CLU,ChFC Greater Phoenix Tempe AZ State Farm
 
Kristin O. Bulat, JD,LLM Austin Austin TX NFP
 
M. Colleen Callahan, CLU,LUTCF,CASL Golden Gate Pleasant Hill CA Colleen Callahan Insurance Services
 
Frank M. Campbell, CLU,ChFC,AEP Member at Large -Western Riverside CA Stratus Financial Partners
 
April Caudill, JD,CLU,ChFC,AEP Milwaukee Milwaukee WI Northwestern Mutual
 
Joshua J. Chase, CFP Maine Falmouth ME Lebel & Harriman, LLP
 
James M. Christian, CLU,ChFC Twin Cities Lakeville MN FSC Securities Corp. - Jim Christian Inc.
 
Scott D. Colby, CLU,ChFC,MA,PhD Wichita Wichita KS New England Financial/MetLife
 
Kim Copat Idaho Eagle ID State Farm
 
Wesley Costa Central Florida Orlando FL Life Insurance Settlement Association
 
John J. Crosby, CFP,ChFC,CAS,CRPC Monmouth-Ocean Counties Middletown NJ Individual Financial Services, LLC
 
Peter F. Cyr, CLU Hartford Farmington CT AXA/Equitable
 
Barbara W. DeBerry, CLU,CFP,ChFC Member at Large - Middle East Durham NC Northwestern Mutual Life
 
Richard M. Denton, CLU,ChFC,AEP Boston Wakefield MA Baystate Financial Services
 
Stephen J. Devaney Boston Boston MA Fidelity Investments
 
Jared Deyong, MBA Central Florida Orlando FL Prudential Life Insurance
 
Arthur F. Dicker, CFP,JD Eastern New York Delmar NY Curran Investment Management
 
Michael P. Dow, CPA,CLU,ChFC,AEP Milwaukee Port Washington WI Dow & Associates, LLC
 
Ruthann M. Driscoll, JD,CLU,CFP Milwaukee Milwaukee WI Northwestern Mutual
 
Harry L. Ehrenberg, Jr., CLU Arkansas Little Rock AR H L Ehrenberg & Assoc Inc
 
Douglas E. Farnham, CLU,ChFC,CFP Orange County Dana Point CA MetLife
 
Thomas P. Fink, CLU,ChFC Portland Portland OR Magnacorp
 
Timothy M. Fitzgerald, CFP,CLU,ChFC,Masters Central Iowa Urbandale IA Aviva
 
Shannon Fleshman Central Florida Orlando FL Life Insurance Settlement Association
 
Penni P. Foust, CLU,ChFC,RFC,LUTCF Greensboro Greensboro NC Lincoln Financial Group
 
Rustyn Gallagher Kansas City Leawood KS Mariner Wealth Advisors
 
Matthew H. Garrow, CFP,ChFC,CLU Toledo Maumee OH Engler, Garrow, and Roth Ltd.
 
James E. Gasaway, CFP,CLU,ChFC,QPA Southwestern Michigan Portage MI Gasaway Investment Advisors Inc
 
Paul A. Gomperz, CLU,ChFC North Jersey Florham Park NJ Voluntary Benefit Systems Corp.
 
Riggs Goodman, Jr., CLU,ChFC,MSM,MSFS Member at Large - Southern Birmingham AL Employee Benefit Planning
 
Bradley Griffin Member at Large - Middle West Dakato Dunes SD State Farm
 
Ted L. Hall, BS,JD Omaha Omaha NE
 
Karen R. Hansen, LUTCF Alaska Anchorage AK Woodbury Financial Services
 
Virginia Tanner Harriett, CFP South Jersey Marlton NJ Lincoln Investment Planning Inc
 
Jeremy Harris Wichita Wichita KS
 
Ann W. Hartmann, MBA,CLU,ChFC,AEP Toledo Toledo OH Lincoln Financial Advisors
 
Donald R. Hehir, Jr., CLU,ChFC,AEP Long Island Smithtown NY Donald Hehir & Associates
 
Peter Hershon Fort Washington PA Coventry
 
April D. Hill, JD Tampa Bay Saint Petersburg FL Hill Law Group PA
 
Jeffrey I Hollander, JD North Jersey Somerset NJ Met Life
 
Bruce Horek, CLU,ChFC,LUTCF Greater Chicago Westchester IL State Farm Life
 
Edward L. Howat, Jr., CLU,ChFC Twin Cities Eagan MN Addie Woods Consulting Company
 
Snow Inocencio Tucker GA The Lifeline Program
 
Jake Jacobson, CPCU,CLU,ChFC,CASL San Antonio San Antonio TX State Farm
 
A. Frank Johns, JD,LLM,CELA Greensboro Greensboro NC Booth Harrington & Johns
 
Eugene P. Jordan, CLU,ChFC Buffalo Buffalo NY E.P. Jordan & Associates Inc
 
Joe D Kaplan, CFP,CLU,ChFC Central Florida Orlando FL Prudential Life Insurance
 
Vijay K. Khetarpal, CFP,CLU,ChFC,LUTCF National Capital Vienna VA Integrity Financial Group, LLC
 
Timothy M. Kiesling, CLU,ChFC,RICP,CRPC Milwaukee Menomonee Falls WI Kiesling Financial, LLC
 
Jeffrey T. King, MBA Kansas City Kansas City MO Edward Jones
 
Paul E. Kohlman, CLU,ChFC Member at Large - Middle East Evansville IN Associated Financial Group
 
Michael Kreiter Central Florida Orlando FL Life Insurance Settlement Association
 
James B. Lammers, CFP,CLU,ChFC Omaha Omaha NE Lammers & Peters Wealthplan
 
Ellen Lehmert, JD Vermont Barre VT National Life of Vermont
 
Robert R. Lehmert, CLU,MSFS,MS Vermont Barre VT
 
Roy R. Levine, Jr. Central Florida Orlando FL Prudential Life Insurance
 
Stephen F. Libby, CLU,ChFC,RHU,REBC New York City Naperville IL M & M Brokerage Services, Inc
 
Douglas Liesveld, CLU,ChFC,MS,PhD Lincoln Firth NE Transamerica Financial Advisors
 
Joshua S. Lipson South Jersey Marlton NJ Karr Barth Associates
 
Joseph E. Lowry, CLU,ChFC,RHU,AEP Gainesville Tioga FL Lowry Financial Advisors, Inc.
 
Ronald P. Lutes, CLU,ChFC,CASL,LUTCF Twin Cities Minneapolis MN Thrivent Financial For Lutherans
 
Daniel Martin, ChFC,LUTCF,FSS Central Illinois Bloomington IL State Farm
 
John R. Martin, CLU,CAP Kansas City Overland Park KS Legacy Insurance Network
 
Victoria A. McCoy, RHU Columbus OH Westerville OH Crown Benefits LLC
 
Michael J. McGlothlin, CLU,ChFC,CFP,LUTCF Central Indiana Fort Wayne IN Ash Brokerage Corporation
 
James J. Meehan, CLU,CFP Eastern Iowa Coralville IA HJR Financial Group
 
Z Christopher Mercer, ASA,CFA,ABAR Memphis Memphis TN Mercer Capital
 
Kristin R. Modell Central Florida Winter Park FL Protective Life Insurance Company
 
Daniel A. Monaco, CLU,ChFC,CFP,CASL Tampa Bay Tampa FL Lincoln Financial Group
 
Joe P. Moore, Jr., CLU,ChFC,RFC Orange County Orange CA Strategic Alliance, Inc.
 
Osvaldo R. Morales, ChFC,CLU,JD,MSFS Member at Large - Southern Miami FL WealthUSA, LLC
 
John K. Mulvey, Jr., CLU,ChFC,AEP Eastern New York Latham NY PKS Investments
 
Vincent Munno, CFP,CLU Tampa Bay Clearwater FL Universal Financial Consultants
 
Lauren Muse Austin TX NFP Life & Partners Financial
 
Michael G. O'Neill, CPA/PFS,CLU,ChFC Kansas City Overland Park KS Mariner Wealth Advisors, LLC
 
Terry L. Owens, CLU,ChFC,CFP,LUTCF Southeastern N. Carolina Southern Pines NC Owens & Associates
 
William Scott Page Atlanta Tucker GA The Lifeline Program
 
Michael S. Parker, CLU Member at Large - Southern Miami FL Kahn-Carlin Co Inc
 
Michael B. Paskowski, RHU,REBC,CLU Boston Danvers MA The Corporate Benefits Group, LLC
 
Gregory J. Petitti, CFP,CLU,ChFC,AEP Houston League City TX Protective Life
 
Thomas L. Petsche, CLU,ChFC,RHU Eastern Iowa Cedar Rapids IA Brokerage Solutions, Inc.
 
Ruth R. Petty, CLU,ChFC,MSM,MSFS,MS Greensboro Greensboro NC Centinel Financial Group, LLC
 
Geoffrey E. Pfeiffer, JD,CLU,ChFC,FLMI Dallas Addison TX New York Life
 
Justin Pipon Tucker GA The Lifeline Program
 
Kristin Pirris, LUTCF,CFP Northeast Florida Ponte Vedra Beach FL Pirris Insurance and Financial Services
 
Olin B. Ragsdale, CLU,AEP,CES Fort Worth Fort Worth TX Rhodes Securities, Inc.
 
Richard J. Rathert, CLU,CASL,CLTC,LUTCF Mt. Rushmore Rapid City SD Northwestern Mutual Financial Network
 
Art Reading Central Florida Orlando FL Prudential Life Insurance
 
Kathleen M. Rehl, PhD,CFP Tampa Bay Lutz FL Rehl Financial Advisors
 
Michael J. Reid, CLU,ChFC,CLTC Central Illinois Peoria Heights IL New York Life
 
Andrew J. Rinn, JD,ChFC,CLU,CFP Central Iowa West Des Moines IA MetLife Investors
 
Jean Riordan, MBA Hudson Valley Poughkeepsi NY TEG FCU
 
Iris J. Roth, CFP,CLU,ChFC,AEP,RFG Member at Large - Southern Miami FL Gold Coast Benefits Group Inc
 
Timothy E. Roth, CFP Toledo Maumee OH Engler Garrow & Roth
 
Cary Runnells, CLU,ChFC San Fernando Valley Thousand Oaks CA State Farm
 
Charles D Rushmore, CLTC Western Michigan Grand Rapids MI L2 Advisors
 
Keagan Rushmore, MBA Western Michigan Grand Rapids MI L2 Advisors
 
Frederick J. Russell, MSFS,CLU,ChFC North Jersey Paramus NJ Acorn Consulting
 
Stanley R. Russell, ChFC,CLU,CLTC,CSA Orange County Huntington Beach CA Stan Russell Financial & Insurance Svs
 
Clifford P. Ryan, CLU,ChFC,RHU Member at Large - Southern Scarborough ME Elder Planning Advisors of Maine, Inc.
 
Julie Schneider Austin Austin TX NFP Life & Partners Financial
 
Elizabeth A. Schwarzman, CLU,ChFC National Capital Falls Church VA AXA Advisors, LLC
 
Charles E. Simms, CLU,ChFC Quad City Rock Island IL Modern Woodmen of America
 
Justin W. Smith, CFA,CFP Greensboro Greensboro NC Jonathan Smith & Co.
 
Robert N. Snyder, LUTCF,M.Ed. National Capital Reston VA Snyder Insurance & Annuities
 
Tilden L. Sowdon, CLU,LUTCF,RFC,RICP Central Florida Longwood FL Legacy Financial Advisors
 
Eleanor Spuhler Cleveland OH NAEPC
 
Terence B. Stanaland, JD,ChFC,CPA Greensboro Greensboro NC Teague Rotenstreich Stanaland Fox & Holt
 
Ralph S. Steiner, CLU,ChFC Twin Cities Stillwater MN Transition Brokers, Inc.
 
David L. Stratton, ChFC,CASL,CRPC,CLU Alaska Anchorage AK Stratton Turner LLC
 
Neal A. Thomas, CLU,ChFC Lincoln Lincoln NE Transamerica Occidental
 
Monte R. Thorns Norfolk-Tidewater Virginia Beach VA State Farm
 
Ronald J. Trevithick, CLU,ChFC,CPA,AEP Alaska Anchorage AK Foresters Equity
 
Elvin D. Turner, JD Hartford Bloomfield CT Turner Consulting LLC
 
Thomas A. Turner, CLU Alaska Anchorage AK Sagemark Private Wealth Services
 
Allan J. Turoff, CFP,CPA South Jersey Cherry Hill NJ Dynasty Advisors, LLC
 
James J. Tyrpak, CLU,ChFC,MSFS,AEP Buffalo Williamsville NY Tyrpak Financial Associates Inc
 
Matthew J. Vigo Member at Large - Southern Miami FL Sigma Financial Corporation
 
Erika Walker, CSA Member at Large - Southern Gainesville GA SAGE WAVE Consulting LLC
 
John T Walters, CLU,ChFC,MBA Western Michigan Grand Rapids MI L2 Advisors
 
Arthur L. Way, ChFC,CASL Atlanta Kennesaw GA Way Financial Group, Inc
 
Richard M. Weber, MBA,CLU, AEP Golden Gate Pleasant Hill CA The Ethical Edge, Inc.
 
Robert B. Westfall, CLU,ChFC Dayton Dayton OH FSC Securities Corp
 
Edward F. Zaik, CFP,ChFC,CLU Eastern New York Ghent NY AXA Advisors
 
135 records returned.