Mark Acre, LUTCF

OneSource Insurance Group

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OneSource Insurance Group

Mark Acre, LUTCF

Mark Acre, President of OneSource, started his company in 2007.  Mark is licensed in Property and Casualty, Life and Health insurance.  Mark grew up in Poplar Bluff, MO and moved to Springfield where he attended Missouri State University and received his Bachelor of Arts.  Mark serves on the Board of Directors for NAIFA, helps with the MDA, Special Olympics, and the Care to Learn program.  Mark is passionate about making OneSource the elite agency to work for and to obtain insurance through in our industry.

Corey Anderson, DIA

DI Geek

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DI Geek

Corey Anderson, DIA

Corey Lee Anderson is the DI GEEK.  He is the owner and founder specializing in Disability Insurance. His primary focus is helping advisors and their clients with reviewing and implementing insurance plans. He is a passionate, energetic, experienced agent who brings a different perspective on this business to his clients. 

Corey Anderson has been a featured speaker at numerous industry meetings speaking on his favorite topic, disability insurance.  He has co-authored and starred in one of NAIFA’s (National Association of Insurance & Financial Advisors) Programs in-a-box videos on Disability Insurance. 

His placement ratio of clients submitted to underwriting continues to be over 95% year after year (industry average is 60%), and he is part agent on numerous individual (disability, long term care or life) insurance applications per year.  He qualifies for the Million Dollar Round Table and spoke at their 2016 meeting.  He was nominated and received the 2016, and 2017 Five Star Financial Professional Award. He has achieved National Sales Achievement and National Quality Award through NAIFA and has been a member for over 14 years.  He also qualifies for the Leading Producers Round Table at the Golden Eagle level through NAHU (National Association of Health Underwriters) and has been a long-time member.

He has been involved as a NAIFA Minneapolis board member 15+ years where he has run their CE Blitz, has been on the golf committee (Charity fundraising), and membership. Currently he focuses on sponsorship for both the state and local chapter where he is a trustee as well as serving at the national level on the Young Advisors Committee and the Political Action Committee.  With NAIFA Minneapolis he has held all of the executive committee positions including President.  He has served on the NAIFA MN Board for more than 10 years.  In 2012, he was named by NAIFA the Young Advisor Leader of the Year which recognizes one advisor nationwide under the age of 40. 

He is a proud involved member of the International Disability Insurance Society (IDIS) and has spoken for them multiple times.  Also, he is a member of Financial Planning Association of MN (FPA).  In September 2012, he was a featured speaker at LIMRA (Life Insurance Marketing Resource Association) presenting in front of the disability company’s home office personnel.  In 2013, he presented at the NAIFA National meeting as well as participating in two separate panel discussions.  Most recently he was asked by one of the top disability insurance carriers in the market to be on the field advisor board (Only 7 representatives from the field are on it nationwide and only one agent (Corey)).

His family (wife Stacey of 13+ years, their 11-year old daughter Kate, 9-year old son Charlie, 7-year old daughter Maggie, and 2-year old Matthew) reside in Albertville, MN.  Corey volunteers regularly in is children’s classrooms and has coached their team sports.  He is a proud graduate of Saint Mary’s University, Benilde St. Margaret’s and LILI (Leadership in Life Institute through NAIFA). 

Cheryl Canzanella, LUTCF

MassMutual

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MassMutual

Cheryl Canzanella, LUTCF

Cheryl Canzanella, LUTCF is a Brokerage Director for MassMutual Southeast Coast. With over 18 years in the financial & insurance industry, she holds the FINRA Series 6, 7, 24, 53, 63 and 215 insurance licenses. A graduate from Palm Beach Atlantic University, Cheryl is continuing her education through The American College to obtain the CLU designation.

Representing her peers, she currently serves as the first female President Elect of the MassMutual Brokerage Directors Advisory Council (BDAX). As the Past President of Jacksonville-National Association of Insurance and Financial Advisors (NAIFA), she continues to serve her industry at the local, state and national level and was the recipient of the 2014 NAIFA-FL President’s Award. She is the Founding Past President of the Northeast Florida chapter of Women in Insurance and Financial Services (WIFS) and was honored as the 2014 WIFS National Member of the Year. Recognized for her personal and professional accomplishments within the community, she was named 2014 Jacksonville Business Journal’s Top 40 under 40. Her most recent commitment with Drug Free Duval is dedicated to creating the Employer/Workplace Committee under the North Florida Opioid Task Force.

As a native Floridian, Cheryl enjoys spending time at the beach, playing flag football, running and volunteering. She can often be heard cheering and/or possibly weeping for her beloved Miami Dolphins & Jacksonville Jaguars.

Jeff Chernoff, MS, LUTCF, LACP

Insurance and Trust

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Insurance and Trust

Jeff Chernoff, MS, LUTCF, LACP

Jeff Chernoff is a native of Tampa Bay who works in his family business. As a Financial Advisor at Insurance and Trust, Jeff focuses on providing package policies for individuals and families, life insurance, disability income, long term care, and investments. Jeff and his family take pride in his being a 3rd generation advisor serving businesses, families, and individuals.

Prior to his work in the insurance industry, Jeff worked in higher education at the University of North Dakota, Ferris State University, and Virginia Tech. He holds a Bachelors of Science from the University of Florida and a Masters Degree from the University of North Dakota.

Jeff is actively involved in several community organizations including as President of Instruments of Change a 501c3 non-profit, the Centre Club as the Vice Chair of their Board of Governors, the Greater Tampa Chamber of Commerce as Chair for their Education-Connection committee, and the National Association of Insurance of Financial Advisors (NAIFA) as a past President of their Tampa Chapter, IFAPAC Chair and current board member of the Florida State Chapter, and as a past President of the NAIFA Florida Education Foundation.

Jeff, his wife Cara, their son Joshua, and their dog Bailee reside in Tampa, FL

 

Gaffar Chowdhury

First Financial Group

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First Financial Group

Gaffar Chowdhury

Gaffar Chowdhury grew up in Alexandria, VA and has been a DC area resident for over 30 years.  He graduated from Virginia Tech with his undergraduate and received his graduate Executive Certification in Financial Planning from Georgetown University. 

When Gaffar is out of the office, he enjoys CrossFit, traveling to new cities and being out on his boat.  He currently serves on the board of the Women's Bar Association Foundation (WBAF), National Association of Insurance and Financial Advisors (NAIFA) and the Virginia Tech Alumni Association of the National Capitol Area (VTAA-NCR).

Gaffar has a true passion in developing comprehensive strategies for his clients who are: individuals, families and businesses.  His specializations include protection planning, asset management, and wealth accumulation & distribution planning.

As a Managing Director with FFG, Gaffar plays an integral role in the growth and development of the Bethesda and Reston offices. Along with building and maintaining his practice, he is also looking to meet individuals who are interested in finding a new firm to work with or are career changers and would like to start a successful career in Financial Services. Gaffar currently lives in DC with his English Pointer Lab, Remy.

Kate Kilgore Cihon, FSCP

Randy R Kilgore & Co

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Randy R Kilgore & Co

Kate Kilgore Cihon, FSCP

Kate joined Randy R. Kilgore & Company in 2009. She strives to help people and businesses succeed. Through a relationship-based approach, Kate designs personal financial strategies for individuals and employee benefit packages for businesses.  Her mission is to develop quality relationships with clients by providing strategies designed around their goals and objectives for the future. Kate is a registered representative and investment advisor representative of Ameritas Investment Corporation (AIC.)

Kate recently received the FSCP designation, Financial Services Certified Professional, furthering and deepening her understanding of the financial services landscape. This designation gives Kate additional skills in helping her clients prepare for the future.

 Kate began honing her relationship skills in New York City in Public Relations. She spent two years working for Estee Lauder and five years working for Victoria's Secret Beauty as Public Relations Manager. She was responsible for securing media placements for all Victoria's Secret Beauty products as well as planning events. While she loved the bright lights and the big city, she missed her home state of Colorado. She is thrilled to partner with her Dad, Randy, to design and implement valuable strategies for their clients.

In addition to working with her Dad, Kate is also highly involved in her community. She served 3 terms on the Board of Directors for the Junior League of Denver, and is currently a board member for her regional neighborhood organization - The Platt Park People's Association. She is also a board member of Newborn Hope - an organization providing education and resources to Colorado babies affected by prematurity. She is proud to serve as a Membership Chair for the National Association of Insurance and Financial Advisors (NAIFA), her industry organization. While not working, or giving back to the community, she enjoys hiking, skiing, playing tennis and cheering for the Denver Broncos. Kate and her husband Matt have 2 children, Reed and Darcy. 

Robert Clark, LACP

Petersen International Underwriters

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Petersen International Underwriters

Robert Clark, LACP

Robert Clark found his calling among an industry that saved his family after the loss of their Father in 2011. It wasn’t life insurance, however, it was the benefit they relied on for 20 years prior. As Regional Vice President for Petersen International Underwriters, Robert carries out his passion to help agents build successful income protection practices using consultative sales processes & unique case design resources. Robert holds multiple industry designations including Group Benefits Disability Specialist (GBDS), Disability Income Fellow (DIF), Life and Annuity Certified Professional (LACP), and Long Term Care Professional (LTCP).

Rick Cordaro, DIA, DIF, LUTCF

Principal Financial Group

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Principal Financial Group

Rick Cordaro, DIA, DIF, LUTCF

Rick joined Principal Life Insurance Company in December 1998 as the Disability Income Regional Vice President (DI RVP) covering the states of Arkansas, Iowa, Kansas, Missouri and Nebraska.


Rick has more than 38 years of experience in the insurance industry, which began as an agent and then brokerage representative for The Paul Revere Insurance Group. After his career with Paul Revere, he accepted a position as the Disability Income Supervisor for The Guardian Life Insurance Company.


Rick has taught the LUTC - DI course in Des Moines for over 25 years and is a frequent speaker for companies and associations around the Midwest. He has authored several articles and published a continuing education course on disability income insurance.


Rick is a Past President of the International DI Society. He is a past president of the Des Moines Association of Life Underwriters and has served as a Trustee for the Iowa Association of Life Underwriters. He is a recipient of the Gene Helton Memorial Award for his contribution to Des Moines and to the insurance industry. In 2014, Rick was awarded the W. Harold Petersen Lifetime Achievement Award from the International DI Society. In 2016, Rick was awarded the William Barrett Distinguished Service Award from the IDIS. In 2018, Rick was awarded The Newell C. Day “Agent of the Year” Award. This is the single most prestigious recognition a member of the National Association of Insurance and Financial Advisors-Iowa can receive. This recognition is bestowed by his or her professional peers. He is also a 9-time Principal Life Recognition Circle qualifier (formerly called MART).

Blake Gillies, DIA

Acacia Financial Group

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Acacia Financial Group

Blake Gillies, DIA

Blake Gillies is the Director of The DI Concierge, an affiliate of United Wealth Advisors Group, LLC. He formerly held the title of Brokerage Manager for The DI Center from 2011-2018, serving predominately the Louisiana & Mississippi markets. Blake is a 2010 graduate of Huntingdon College in Montgomery, Alabama with a B.S. in Business Administration. During his college tenure at both Huntingdon College and Enterprise-Ozark Community College, Blake was a five-time baseball Letterman.

In 2010, Blake accepted an internship with Ameritas Investment Corp. (AIC) and Ameritas Life Insurance Corp. His internship was comprised of working diligently with the Senior Vice President of Strategic Alliances, including a six-month tour of the various AIC Broker/Dealer departments throughout the country. Blake is an actively involved member of the National Association of Insurance & Financial Advisors (NAIFA), serving at the Local, State and National levels. He has served as Greater New Orleans President, a NAIFA-Louisiana Board Member & is also on the National YAT Committee. He has been acknowledged for this service to NAIFA by being honored in 2016 as the New Member of the Year for NAIFA Greater New Orleans & Louisiana. Blake & his family are also involved in the K’s for Kids Foundation, which supports the New Orleans Miracle League.

Blake married Brooke in January 2018. They reside in Ponchatoula, Louisiana. His hobbies include hunting, fishing & spending time with ever-growing number of pets. His Dad, Keith, is a NAIFA National Past President.

Stephen Good, LUTCF, CLTC, CFBS

Financial Guide

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Financial Guide

Stephen Good, LUTCF, CLTC, CFBS

Stephen Good has a deep commitment to helping people reach achievements they didn’t think possible — and after almost 20 years of work in financial services, he has his own list of impressive accomplishments: He is a multiple time personal production and management conference qualifier with Prudential, MassMutual and Guardian. He was one of the youngest local presidents in the 130-year history of the National Association of Insurance and Financial Advisors (NAIFA), he is a past President for the State of Washington, and currently serves as a National Trustee for the association. In 2012, he was named MVP of the Western Region as well as the top regional director for MassMutual Financial Group in Life Sales. He led the country in total life sales for 3 of 4 years in the role. Stephen is a graduate of NAIFA’s Leadership and Life Institute, as well as the Leadership Miami program.

Currently a financial planner for MassMutual South Florida, Stephen recently moved back to Florida and resides in Parkland with his wife, Merrilee, and daughters Courtney, 7, and Madison, 5. The University of Miami graduate served on numerous non-profit boards, and looks forward to continuing his involvement in his new community.

Brian Haney, CLTC, CFS, CIS, CFBS, LACP

The Haney Company

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The Haney Company

Brian Haney, CLTC, CFS, CIS, CFBS, LACP

Brian has been in the Financial Services Business since 2003, working with a diverse group of clients representing a slice of the Washington DC marketplace. As a native of the Washington area, he grew up in Chevy Chase, Maryland, attending high school in Bethesda. He founded The Haney Company with his father 7 years ago, to combine 2 generations of industry experience. With more than a decade of experience in Banking, Investments, Asset management and insurance, Brian's expertise and keen insights provide organizations, businesses and individuals with unique and innovative strategies to meet their insurance needs and financial goals. The marriage between his father’s association/non-profit expertise and his private industry background give the Haney Company a substantial edge in the marketplace. Brian recently launched his own Podcast, “That’s My Financial Guy,” to share valuable insights with a broader audience.

Brian is active in the industry and has received much recognition during his time. He was a SunTrust Bank EdgeMaster Conference Qualifier 2006, the West Financial Group New Agent of the year in 2008, MassMutual Life Insurance Company Rising Leader 2009, 2010, 2011, MassMutual Life Insurance Company Leaders Qualifier 2009, 2010, 2011, 2013, 2016, MDRT Qualifier every year since 2009, MDRT Court of Table Qualifier since 2014, and a Top of the Table Qualifier for the last 3 years. Brian is also a NAIFA National Quality Award recipient each year since 2013. Brian was also named one of NAIFA’s prestigious 4 Under 40 in 2017, as well as their Diversity Champion in 2018. Brian was named to the Washington Business Journal’s 40 under 40 in 2019. He is an active Board member of NAIFA Greater Washington, currently serving as Immediate Past President.

Brian’s professional designations include:

  • Certified Funds Specialist (CFS®)
  • Certified in Long Term Care (CLTC®)
  • Certified Family Business Specialist (CFBS®)
  • Certified Income Specialist (CIS®)
  • Life & Annuity Certified Professional (LACP®)

Brian was formerly a Private Banker & Investment Associate for SunTrust Investment Services, and a Licensed Banker at Wachovia bank where he began his career. Brian resides in Silver Spring, Maryland with his wife and daughter. He is a 2002 Graduate of Indiana University.

John Hansbrough, LACP

The LBL Group

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The LBL Group

John Hansbrough, LACP

Brenton D. Harrison

Henderson Financial Group Inc.

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Henderson Financial Group Inc.

Brenton D. Harrison

Brenton D. Harrison is a Financial Advisor with Henderson Financial Group, Inc., in Brentwood, TN, and has been a member of the financial services industry since 2010. Through excellent communication and service skills, his work has been recognized by a number of publications, including being named one of LifeHealthPro’s Top 30 Advisors Under 30, as well as one of Nashville’s Top 30 under 30, Top 40 under 40, and he was recently honored as one of the Nashville Business Journal’s Power Leaders in Finance. Brenton is also a qualifying member of the Million Dollar Roundtable, one of the premiere organizations for financial professionals around the world.

In addition to his professional activities, Brenton is an active member of the NAIFA Middle Tennessee chapter, and a past participant in the NAIFA Advisor Ambassador program. He is a lifelong member of Riverside Chapel Seventh Day Adventist Church and serves as a board and committee member for a number of volunteer organizations, including the Vanderbilt University Institutional Review Board and the Oakwood University advisory board for the School of Business.

Brenton is married to the former Lynae Turner, his college sweetheart, and they have one son, Brenton II.

Carina Hatfield, LUTCF, CLCS

Weigner Insurance & Financial Services

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Weigner Insurance & Financial Services

Carina Hatfield, LUTCF, CLCS

Carina is a third-generation Nationwide Insurance agency owner.  Her agency is in the town she grew up in, Pottstown PA. Carina serves all types of clients with a variety of insurance and financial service products.  Carina started working in the agency in 2005 and she has owned the agency since 2013.  She currently serves in NAIFA as the PA state secretary, membership chair and LILI moderator.  Carina is married with two daughters Addison (8) and Juliette (4).  She is also the service unit manager for her school district for Girl Scouts which currently has 300 girl members K-12 and 200 adult volunteers.  In her free time, she loves to run and has a goal to run a marathon in every state!

Jeff Hill, MBA

Hill Financial Group Inc.

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Hill Financial Group Inc.

Jeff Hill, MBA

Ryan Jewell

Guardian

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Guardian

Ryan Jewell

Living in beautiful Eaglemont Golf Course with my wife, Amy, and our two babies, JJ & Joey, you will often find us socializing with friends, working out intensely at the gym, golfing, and relaxing on the beach in Maui where we got engaged and eventually married.

Ryan began his business in financial services 8 years ago going door-to-door, 6 days per week, 80 hours per week selling cancer insurance. After two years and achieving top 5% nationally in sales among thousands of agents, he noticed many other needs clients had and joined a Guardian agency working with clients on financial planning. Today, Ryan spends part of his time coaching other advisors and agents how to structure & implement Disability Income as well as coaching clients individually. In the past year he introduced a web series on LinkedIn “Millennial Money Matters” to help people consider many aspects of financial planning, philosophy, and to be a voice for the up and coming in the industry.

Delvin Joyce, CLU, ChFC

Prudential

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Prudential

Delvin Joyce, CLU, ChFC

Delvin Joyce is a Financial Planner with Prosperity Wealth Group, a full-service financial planning firm located in Charlotte, NC.

Originally from Martinsville, Virginia, Delvin attended James Madison University, earning a B.A. in Business Marketing. While at JMU he was a member of the football team and received multiple All-Conference and All-America honors while breaking several school and NCAA records. Shortly after leaving JMU, Delvin joined the New York Football Giants as an un-drafted Free Agent in 2002 and made an immediate impact as the starting punt and kick returner. He retired from the NFL in 2005 and relocated to Charlotte, NC.                                                         
Delvin joined Prudential’s North Carolina Financial Group as a Financial Services Associate in October 2006. He was quickly promoted to Manager, Financial Services in December 2007 where he recruited, trained and developed a team of Financial Services Associates. In 2009 he qualified for Prudential's President's Club Conference as one of the top 30 Managers of Financial Services in the country. In 2010 he was promoted to Associate Managing Director and then relocated to West Palm Beach to assume the role of Managing Director of the South Florida Financial Group in January 2012.

As a Managing Director, Delvin was recognized for his performance and received an invitation to Prudential's President's Club Conference in 2013. He was chosen by the Florida Chapter of the National Association of Insurance and Financial Advisors (NAIFA) as one of the state’s 40 Under 40 in 2014 and 2015. He also received the International Management Gold Award in 2012 and the International Management Platinum Award in 2013 and 2014 from the General Agents and Managers Association. He has served as a financial expert for various media publications including the Washington Post, USA Today, Money Magazine, Nerd Wallet and The Root Live's finance related TV show Bring It to the Table. Additionally, he has been a featured speaker and panelist for multiple industry conferences and events.

In July of 2017, Delvin returned to Charlotte to found Prosperity Wealth Group to help individuals and companies achieve their financial goals with a focus on community empowerment through financial literacy. He serves on the board for Youth Development Initiatives Inc, a Charlotte-based non-profit that provides support for disadvantaged youth. Delvin also currently serves as a Trustee for NAIFA and frequently advocates on behalf of the financial services industry. He and his wife Ebony have 3 children and reside in the Highland Creek community of north Charlotte. During his spare time, he enjoys playing golf and guitar.

Jason King, LUTCF

Gulf Coast Wealth Management

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Gulf Coast Wealth Management

Jason King, LUTCF

As Wealth Management Director, Jason is responsible for planning, developing and implementing the firm’s financial planning and business development strategies. He works closely with the advisors on the Gulf Coast Wealth Management team to ensure they have the resources and support to deliver a world class client experience.

He believes that great financial planning helps clients make better and more informed decisions in a world that is becoming increasingly complex and challenging.

Prior to joining Gulf Coast Wealth Management, Jason worked as an advisor and in firm management with Prudential Advisors and with the MetLife Premier Client Group. He is an LPL Investment Advisor Representative, LPL Registered Representative and an LPL General Securities Principal, and a Louisiana Licensed Insurance Agent.

Additionally, Jason holds Bachelors of Science degrees in Marketing and Business Administration from the University of New Orleans, and carries the LUTCF (Life Underwriting Training Council Fellow) designation from NAIFA.

Jason is involved in his industry and his community. He is a past president and Member of the Year of NAIFA- Greater New Orleans (National Association of Insurance and Financial Advisors), and currently serves on the board of NAIFA Louisiana.  NAIFA is an organization committed to ethical conduct and professional development of financial advisors and insurance professionals.  He has volunteered for Habitat for Humanity and Junior Achievement.

Jason lives in Mandeville, LA with his wife Theresa, and two daughters, Vivian and Ella. When he is not working, he enjoys time on the water and time with family.

Jordan Millette

Morgan and Morgan

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Morgan and Morgan

Jordan Millette

Rodney Mogen, CRPC, AAMS, LACP

Mogen Consulting Financial & Training

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Mogen Consulting Financial & Training

Rodney Mogen, CRPC, AAMS, LACP

Danny O'Connell, MBA, LACP

Next Level Insurance Agency

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Next Level Insurance Agency

Danny O'Connell, MBA, LACP

Joshua O'Gara

O'Gara Financial Group

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O'Gara Financial Group

Joshua O'Gara

The financial services industry covers a wide spectrum of subject matter and the biggest asset that Josh brings to his clients is his depth of experience and knowledge in a variety of industry segments. Combined with his deep desire to help his clients, regardless of their financial status, and seeing an increasing financial burden being placed on everyday working Americans, Josh founded O’Gara Financial Group in 2017 with the primary goal being to serve small businesses and their employees.

Josh began his career in financial services in 2006 as a Financial Representative with Northwestern Mutual. In this role, he gained experience working with both individuals and businesses to help them with their insurance planning needs.

In 2007 he moved to First American Insurance, an insurance brokerage firm, where he gained extensive expertise with individual life insurance, disability insurance, long term care insurance and annuities, typically working on well over 300 cases per year. Josh became an expert in being an “advisor to advisors” helping to design effective insurance solutions for clients across the country. He wrote extensively on the subject and was publish in industry magazines such as “Broker’s World”, “Advisor Today” and “Insurance News”.

 

During his time with First American, he also worked hard to further his financial education. His “always be learning” attitude lead him to earn the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College as well as the Certified Financial Planner designation from the CFP Board.In 2015 Josh was offered an opportunity to work for one of the country’s largest insurance companies, MassMutual, to help them build out their distribution amongst independent agents. While working in their Boston office, CFG Brokerage Network, Josh was involved in complex business and estate planning cases and was one of the top Brokerage Directors in the country for Long Term Care insurance.

After being back working with a large insurance company, in 2016 Josh decided to pursue an opportunity to develop his own agency with Colonial Life. Josh's significant background working with individuals proved invaluable to working in the benefits market and taking an individualized, tailored approach to every client. By taking a client centered approach, other opportunities to help businesses arose outside of worksite benefits. Josh founded OFG to take a more holistic view and change the way employers and their employees perceive their benefit plans.

Josh grew up in Dorchester, and his wife Julie in Watertown, so they have strong connections in the Boston area. They currently live in Woburn with their son Declan and Boston Terrier-Frenchie mix, Frankie. For rest and fun, they usually escape north to the lakes of New Hampshire and can be found doing anything that gets them outdoors.

 

Kathleen Owings, LACP

Westbilt Financial Group

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Westbilt Financial Group

Kathleen Owings, LACP

John D. Richardson, RICP LACP

Boundbrook Advisors

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Boundbrook Advisors

John D. Richardson, RICP LACP

John D. Richardson has been providing sound financial advice to his clients since 2005.  He graduated with a Bachelor of Arts in Political Science, with a minor in Spanish from the University of Tennessee, Knoxville.  In 2015, he earned the Retirement Income Certified Professional (RICP®) designation through the American College and uses this specialization to advise his clients on a variety of financial matters including retirement planning, investment planning, and risk management.  In 2018, he earned the Life and Annuity Certified Professional (LACP®) designation through the National Association of Insurance and Financial Advisors (NAIFA) and uses this specialization to advise his clients on the optimal ways to use life insurance and annuity solutions within a comprehensive financial plan. The primary focus of John’s business is helping successful people align their financial decisions with their values.

John began his career with Boundbrook Advisors (a dba of Peachtree Planning of Tennessee in 2015), after working as a financial consultant with another financial services company for over ten years.  John believes in the importance of protecting the promises he makes his clients, and for that reason he is a very active member of NAIFA, the premier organization for financial professionals committed to the highest ethical standards in comprehensive financial planning.

In 2018, John was the recipient of the NAIFA Young Advisor of the Year (YAT) Leader of the Year award which recognizes the top financial professional in the nation, based on service to his clients, his community, and his fellow financial professionals.  This award often reflects the financial professional who fellow financial advisors would turn to for advice. 

Within NAIFA, John has served in several leadership roles at the local, state, and national levels.  He currently serves at the state level as the President of NAIFA-Tennessee and at the national level as the NAIFA National Young Advisor Team (YAT) Committee Chairman.  John’s favorite NAIFA activities include his participation in the Leadership in Life Institute (LILI) and his twice a year trips to Washington D.C. to lobby on behalf of his clients regarding regulations that could negatively impact their financial well-being. 

John is a natural attractor and connector of people.  Prior to his career in the financial services industry, he was a traveling live events promoter and advisor for nationally syndicated talk radio host Dave Ramsey’s company, The Lampo Group.  As a financial representative with Peachtree Planning, in 2017 John was the recipient of the Peachtree Planning Manpower Award which recognized his successful leadership in the areas of new financial advisor recruitment and career development.

The two-character building experiences that John credits most for developing him into the person he is today include the five summers he sold books and Bibles door-to-door with Thomas Nelson Publishers, while he was in college, and the time he invested as a youth in obtaining the rank of Eagle Scout with the Boy Scouts of America.

John and his wife, Dr. Kelly W. Richardson, DPT, live in Nashville, TN.  John enjoys giving back to his community, and currently serves in leadership roles within several organizations including the Boy Scouts of America, Davidson County Election Commission, his church, and various other organizations.

In his leisure time, John enjoys playing strategy table top board games with his friends, attending standup and improv comedy shows, traveling to fun and exciting destinations with his wife Kelly, and talking to strangers with the hope of making new friends. 

Kevin Ross, LACP

American Family Insurance

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American Family Insurance

Kevin Ross, LACP

Kevin is a northern Colorado native having grown up in the Eaton community where he currently resides with his wife Amy and their two daughters.  Kevin has been in the financial services and insurance industry since 2001 after Graduating from the University of Wyoming with a bachelor’s degree in Finance.  Kevin became an agent with American Family insurance in 2004 and has an agency in Fort Morgan.  Mr. Ross has been a NAIFA member since 2005 and has served in all chair capacities at the local level and at the state level, and has been the government relations chair or co-chair since 2011 and currently serves as the state APIC chair and local national committee person.  Kevin was awarded the National YAT of the year award in 2017.  A big believer in giving back to his community Kevin currently serves as Mayor of Eaton along with multiple other boards and committees he belongs to.

Ashleigh Rothhammer

Insurance Technology Association

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Insurance Technology Association

Ashleigh Rothhammer

Elizabeth Valenti, CLTC

Platinum Wealth Solutions of Texas

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Platinum Wealth Solutions of Texas

Elizabeth Valenti, CLTC

Elizabeth Valenti, Vice President of Platinum Wealth Solutions of Texas, LLC, has been in the financial services profession for 12 years helping clients and financial advisors achieve their full potential. Elizabeth has a  strong family lineage of serving in the financial services industry. Her father has been in the profession for 45+ years and she also has two younger brothers that are both Financial Advisors. Advisors and clients alike choose to work with Elizabeth and her firm because of their integrity and commitment to building strong and lasting relationships. 

Pete Watson

Watson Wealth Management

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Watson Wealth Management

Pete Watson

Prior to working with Principal and Watson Wealth Management, Pete C. Watson graduated with honors and a double degree in Psychology and Accounting at the University of Houston '13.  He continued his education by obtaining a Master's in Accountancy and he is a Certified Public Accountant in the State of Texas.  Pete had over 2 years of experience with a Big Four accounting firm, emphasizing in public and private company audits, and mergers and acquisitions due diligence.  Pete holds his FINRA Series 7 & 66 securities registrations.

Matt Wilson

Perpetual Lifestyle Planning

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Perpetual Lifestyle Planning

Matt Wilson

I am a 2003 Graduate of Georgia Southern University in Business Administration.  After graduation, I entered outside sales and started a mortgage company in Atlanta. In 2006, I was recruited into the financial services industry and moved to Birmingham where I was mentored by my father-in-law for 8 years. Ultimately, I started my own firm, Perpetual Lifestyle Planning, and that brings us up to now.

For me, this work is about so much more than the numbers on a page. As people come to me with financial issues, I believe I’m in a position to help people in all aspects of their lives. But I also feel it’s important to make a positive impact beyond that. I want my clients to feel confident, secure, and excited for what’s next.

I hold a Series 7, 66, and many state life and health licenses, and has a certificate in Financial Planning from Kaplan University. In 2017, I created an inspirational podcast called Living Life on Purpose and partnered with Andrew Wells of Executive Lion, a coaching and consulting company that has a mission to create a community of executives that encourage and inspire each other through their struggles and successes that lead to a positive work-life balance.

My wife and I have been blessed with two daughters. I stay active in the community and serve on the Board of NAIFA Birmingham as Past President and the State Board of NAIFA Alabama as Immediate Past President. I was the Outreach Coordinator for Church of the Highland’s Grandview Campus in 2017, Financial Hub Leader from 2016-2017, and serve as a greeter, small group leader, and on the Legacy Team. I serve as a Trusted Advisor for Farm for Hope and am on the Board of The Just People Project, Ady's Army, and the Advisory Board of Planet Fundraiser. I have served on the National MS Society’s Advisory Council and was a part of the Leadership Class of 2012.

Additionally, I am part of a leadership group that meets regularly with Congressman Gary Palmer and I travel to Washington annually to meet with members of Congress on behalf of my industry and clients with NAIFA. I have received many awards in the Financial Services Industry including being named one of NAIFA Birmingham’s Top Advisors under 40 in 2014, 2015, 2016, and 2017. I was named one of NAIFA Alabama’s Top Advisors in 2018. I have a passion for mentoring and am working with many young people to help them grow in life and business. I enjoy spending time with my family, exercising, outdoor activities, golf, the beach, lake, college football and serving others.

Thank you for considering putting your trust in me. I’d love to hear more about your goals and make a plan for how we can work together to achieve them.