Team Member Level: Partners

Leslie McGuffie is Chief Operating Officer (COO) of Axxess Benefit Consultants. Leslie graduated from the University of Southern California School of Journalism. After earning her degree, she ventured on to join the Long Beach Press Telegram in California, as a leading features reporter. Drawing on over a decade of experience in the insurance industry, Leslie’s strong communication..

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Eric McGuffie is CEO of Axxess Benefit Consultants. Originally from Los Angeles, Eric began his insurance career selling life, health and long-term care insurance. His specialty focused on recruiting and developing sales teams including leading the expansion of sales channels at prominent carriers. With over 30 years of industry expertise, Eric founded Axxess Benefit Consultants, leveraging..

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Jorge Pelayo is the Founder of Unity. Jorge has had a remarkable journey from early entrepreneurship to now leading an influential insurance agency based in Austin, Texas. Born to Cuban and Puerto Rican parents, Jorge’s business experience began in his childhood, where he was deeply influenced by his family’s entrepreneurial spirit. At just 12 years..

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Juan Franco is CEO of Solid Financial Plan. Juan is recognized for his outstanding leadership in retirement planning, having dedicated his career to enriching the lives of families with comprehensive retirement solutions. He holds an MBA from the University of Southern Mississippi and specializes in Indexed Universal Life insurance plans (IULs) and annuities. Juan’s professional..

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Sheena Sapaula is the Founder of MoneySmartMovement. A respected leader in the insurance and financial services industry, Sheena blends her diverse heritage with profound expertise in finance and marketing. She was born in Sacramento, California, and earned a degree in finance at the University of Pittsburgh where she played collegiate softball on a full-ride scholarship…

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Matt Sapaula is the Founder of MoneySmartMovement. Matt Sapaula, affectionately known as the “Money Smart Guy,” is a beacon of inspiration and leadership in the financial services industry. A first-generation American with roots in the Philippines, Matt’s early life was shaped by service and sacrifice — traits evident in his two enlistments in the United..

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Eric Fierro is Managing Partner of CDA Insurance Solutions. Eric is a vanguard in the insurance industry. With over two decades of experience, Eric has carved a niche in the senior, life and health insurance sectors. His journey took a significant turn in 2006 when he ventured into the broker channel of the senior market,..

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Clarissa Gonzalez is Managing Partner of CDA Insurance Solutions. Clarissa has been a dynamic force in the insurance industry for the past 20 years, renowned for her dedication to reducing clients’ premiums and securing comprehensive coverage. Her profound impact extends beyond insurance — she’s a prominent figure in her community, thanks to her extensive outreach..

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Marysa Maggio is President of Solidity Insurance Group. Born and raised in Boston, Marysa was brought up in an environment that emphasized the importance of hard work and resilience. She was largely influenced by her mother, a brave fighter of stage IV breast cancer. Her mother’s strength and determination left a profound impact on Marysa,..

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Everett Foney is President of New Benefits & Financial Services. Everett began his early career in the private sector working with energy utilities, telecommunications and U.S. Naval Defense companies. After several years in direct sales, he later transitioned into the Medicare and insurance industry in 2004. Under the leadership and guidance of industry-leading mentors, Everett..

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Tobechukwu “Tobe” Oraegbu is President of International Financial Group. Raised in Nigeria, Tobechukwu’s journey to the United States was a fulfillment of his parent’s dream of a better future for him. At the young age of 17, thanks to the support of key family members, this dream turned into a reality. Tobechukwu completed his higher..

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John Gourdin is CEO of SoundadviceMD. John is a seasoned professional with a strong background in information technology. With degrees and certifications in IT, he has honed his skills and knowledge in the ever-evolving tech industry. However, John’s career took a different path when he found his niche in telephone sales, specializing in financial services…

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