Our Team

Ron Shurts is the Co-Founder and CEO of Annexus, Chairman and Co-Founder of The Quantum Group and a Managing Partner at Integrity.

Ron hails from a small town in Nebraska and started his career selling life insurance to individuals and farmers. He quickly became curious about what else he could do to build a bigger and better business. In 1992, Ron started his first independent marketing organization, which grew to over $800 million a year in fixed indexed annuities (FIA) sales. In 2006, Ron co-founded Annexus with his friend, Don Dady. Annexus has spurred the growth of the fixed indexed industry market through innovative product design and by aligning the interests of carriers, distributors and clients.

Ron was also responsible for founding The Quantum Group, which has grown into one of the top insurance distribution companies in the country — responsible for over $1 billion a year in FIA sales.

Over his career of more than 30 years in the financial services industry, Ron has played a key role in multiple large-scale transactions, including a private equity deal with the largest private equity firm in the country. Ron is also the co-founder of Ashton Thomas, an RIA, as well as Amplify, a third-party asset manager. Those companies have over $20 billion in AUM combined.

In 2011, Ron became majority owner and CEO of the Arizona Rattlers, a professional indoor American football team and member of the Indoor Football League (IFL). Since then, the Rattlers have won several ArenaBowl and United Bowl championships. Ron is also actively involved with the Phoenix Suns Charities, Phoenix Children’s Hospital and the Arians Family Foundation.

Ron, his wife, Mia, and their two sons, AJ and Jaxon, enjoy spending their time between homes in Scottsdale, Arizona and the Bahamas.

Robert Hudson is the Founder and Chairman of Gladstone Wealth Partners and a Managing Partner at Integrity.

Robert founded Gladstone Wealth Partners, a wealth management enterprise, to help individuals and businesses in all aspects of their financial lives and to serve as a home for financial advisors to do the same for their clients. Robert’s years of leadership and wealth management experience across the U.S. has earned him the trust and commitment of many in the industry. During the last 10 years, Robert has coached and mentored more than 200 successful financial advisors. Through Gladstone, Robert continues to lead wealth managers and advisors from all backgrounds to have the knowledge and confidence to be independent and ultimately create their own enterprise.

Robert is a graduate of Rutgers University. In his spare time, he enjoys golf and watching his daughters dance competitively. Robert’s charitable passion is helping single parents finance further education for their children.

Richard Frick is the CEO of Gladstone Wealth Partners and a Managing Partner at Integrity.

Richard’s broad and extensive background has set the foundation for him to successfully lead and innovate. Prior to joining Gladstone, he worked at a multinational investment management and financial services company in various leadership roles, including regional manager for Private Wealth Management and Complex Management. He also spent ten years in senior leadership at a leading bank and its predecessor firms.

Richard is from Whitehall, Pennsylvania, and is a graduate of Temple University. He currently lives in Naples, Florida, with his wife, Melanie, and their two daughters, Lilly and Carter. Richard and his wife are active in various charitable causes focusing on education, poverty and the arts.

Rob Richman is the President of Richman Insurance Agency and a Managing Partner at Integrity.

Rob earned his BA from The Ohio State University in 2008 and pursued an MBA from John Carroll University in 2010. His extensive knowledge in mortgage protection led him to run and oversee agencies for over ten years before building his own business. Inspired by the joy he felt from serving others in this industry, Rob decided to use his expertise to broaden his impact on clients and agents by founding Richman Insurance Agency in 2019. Rob works hard to help agents be the best version of themselves through implementing various styles of hands-on and technical training.

When he is not mentoring agents, Rob enjoys spending his time cooking, maintaining an active lifestyle and spending time with his wife, Rina, and their dogs at their home in Dallas, Texas.

Alan Grad is Chairman and CEO of American Business and a Managing Partner at Integrity.

Alan has worked in the life insurance industry since the day after he graduated from the Wharton School of the University of Pennsylvania. He has been a partner and then CEO of American Business for more than 35 years. Alan’s 94-year-old father has been the CFO of American Business for the past 12 years, after a successful career in the computer industry.

Alan is founder of the Westchester Research Alliance and has served on several charitable boards, including the Crohn’s and Colitis national and regional boards. He is currently on the board of Life Re, a reinsurance company, and has served in numerous leadership roles with insurance committees and educational organizations.

Alan and his wife, Ellen, grew up together in Tarrytown, New York, and now live in Mamaroneck, New York. They have three adult children living nearby, and just became grandparents for the first time. The entire Grad family enjoys a variety of racquet sports — Ellen and their children all played collegiate tennis. They love their Bernese dog, Scout. Alan also enjoys kayaking, playing pool and reading.

Bruce Mesner is President of American Business and a Managing Partner at Integrity.

Bruce specializes in designing and deploying sophisticated, highly customized insurance solutions and gifting strategies for high-net-worth individuals, privately held businesses, professional athletes and entertainers. He also creates and nurtures strong relationships with RIA, CPA, and property and casualty firms throughout the U.S., all while overseeing the operation of American Business’ national offices. Bruce is a member of LifeMark Partners, Inc.; Life, Inc. and the National Association of Insurance and Financial Advisors (NAIFA).

Prior to joining American Business, Bruce owned and operated a women’s apparel manufacturing company in New York City and managed the company’s sourcing and manufacturing operations around the world. He attended the University of Maryland, earning a bachelor’s degree in economics.

Bruce captained the 1986 University of Maryland Terrapins football team and is one of only two football players to be voted to the All-Atlantic Coast Conference first team three times. He was subsequently drafted by and played with the Buffalo Bills. Bruce is a member of the National Football League Players Association (NFLPA) and the National Football League Alumni Association (NFLAA). Additionally, he has served on numerous village and charitable boards.

Bruce and his wife, Candace, reside in Boca Raton, Florida, and have three grown daughters. Outside of the office, Bruce is an avid golfer and has long enjoyed both street and off-road motorcycle riding. He is a past participant of the SCORE Baja 500, an off-road race held annually in Mexico’s Baja California Peninsula.

Rob Williams is President and Founder of Senior Resource Services and a Managing Partner at Integrity.

Rob began his career in the insurance industry in 1999, with a passion for protecting client assets from the challenging effects of long-term care. As he became a specialist in that field, Rob’s focus began to expand into Medicare Supplement insurance, which ultimately led him to establish Senior Resource Services.

Since 2006, Senior Resource Services has become a premiere health to wealth planning firm. Senior Resource Services has grown to specialize in four main areas of retirement: Medicare planning, long-term care protection, life insurance and annuities. The company’s goal is to be a leading and trusted source where seniors can turn for sensible, honest advice. Rob and his dedicated team have worked to create a strong, service-first culture, and the client relationships Senior Resource Services agents establish are built to last for a lifetime.

Rob lives in North Carolina with his wife, Megan, and their three children. They enjoy all that the Carolina Coast has to offer, including boating, sailfishing, golfing and attending concerts.

Anthony “Tony” Arruda is the Founder and CEO of Senior Planning Center and a Partner at Integrity.

Tony received an associate degree in business from Burdett College in Boston, Massachusetts. He also served in the Coast Guard Reserves. Tony was born of first-generation Portuguese immigrants who settled in the Boston area. He learned his hard work and business ethics at an early age from his father, a taxi business owner. Tony’s early career began in the retail industry, leading him to own the third largest VHS distribution company in the U.S. at the time.

In 1992, Tony transitioned to the insurance industry. As a newly licensed broker, he opened AG Arruda Insurance and Financial Services. Over the years, his business gained loyal customers and a reputation for service in the state of Maine. In 2012, Tony opened Senior Planning Center, which has grown to be a successful agency throughout Maine with offices in Farmington, Sanford, Skowhegan, Belfast and Presque Isle. He is always trying to improve options for their clients with innovative ideas and is committed to maintaining a family atmosphere throughout his business.

Tony is a proud father and grandfather. He and his companion for life, Marge, currently split their time between Maine and Florida. Together, they enjoy traveling and going on cruises.

Todd Hill is President and CEO of Heartland Financial Group and a Managing Director at Integrity.

Todd began his professional career in 1995 as a stockbroker at a large investment firm, where he eventually became Vice President of Investments. In 2006, Todd transitioned his career into insurance, focusing on the senior market. Todd joined Heartland Financial Group in 2012 and was named President and CEO three years later. He has since guided the company to continued growth and success.

Todd and his wife, Mandi, have four children: Aspen, Maverick, Laramie, and Journey. In his spare time, Todd enjoys hunting, collecting WWII memorabilia and watching his kids play sports.

Bill Cole is Chief Operations Officer of Heartland Financial Group and a Managing Director at Integrity.

Bill began his career in 2000 as a software engineer with one of the largest audio manufacturing companies in the world. He developed custom productions and tested software to streamline and ensure quality. Bill later joined a software company as the Director of Support, overseeing quality service for more than 2,500 clients worldwide.

In 2010, Bill brought his deep expertise and standout work ethic to a large insurance company, where he helped develop revolutionary proprietary software and reporting solutions, business operations and a strong network of agents. He joined the Heartland team in 2018 and has been a key player in reimagining and restructuring Heartland’s infrastructure and operations.

Bill and his wife, Jennifer, have four children and currently reside in Lee’s Summit, Missouri.

Tegrey Moot is Chief Sales Officer of Heartland Financial Group and a Managing Director at Integrity.

Tegrey started in the insurance industry when he was 19 years old. He spent 14 years working for an IMO in Arizona, primarily building relationships with agents and insurance carriers across the country. Tegrey joined Heartland Financial Group in 2014 and currently leads sales efforts across all their product lines, including expanding agent distribution and developing new supplement plans with major name brand carriers. With over 20 years of experience, Tegrey has helped grow Heartland’s Medicare Supplement premium to over $400 million since he joined the company.

Tegrey and his wife, Kirstie, currently reside in Independence, Missouri, with their three dogs. He enjoys playing golf and traveling.

Nestor “Ness” Sala is President of Compass Group Insurance and a Managing Partner at Integrity.

In 2006, Ness started the agency in his dining room with a laptop and plastic tote containing everything necessary for a road show. As the excitement of new opportunities in the Medicare market grew, so did Compass Group Insurance’s agent base.

Today, Compass Group Insurance has expanded its footprint from Florida to Hawaii, with agents in all 50 states. These agents focus on educating the client first, and attribute their high retention and client satisfaction to this commitment. The agency offers Medicare, ACA and Christian healthcare sharing plans, along with an array of individual health and ancillary products.

Ness is a graduate of the University of Florida. He resides in Fernandina Beach, Florida, where he and his wife homeschool their four children. They enjoy spending time on the water, and whenever possible, taking their boat to explore the Bahamian islands.

Johnny is the President and CEO of Gott Professional Insurance Services (GPIS) and a Managing Partner at Integrity.

With more than 25 years of experience in the insurance and financial industry, Johnny is a top producer who has shared his expertise training hundreds of producers. Even before starting GPIS, his career was focused on helping other agents and agencies reach success by sharing his knowledge and insight.

Johnny has received many accreditations throughout the years and is a renowned speaker. He is well known for his ethical practices, knowledge and determination in helping people secure safe and lasting retirement income. The GPIS team has reached many of their business goals by utilizing Johnny’s holistic approach to client service and his fresh approach to building agents.

However, Johnny’s biggest success is his family. He currently resides in Sacramento, California, with his beautiful wife, Yvonne, and their daughters, Jazzmine, Evongelina and Emma.

Dianne Faligowski is CEO of Insurance Marketplace Agency and a Managing Partner at Integrity.

After earning her bachelor’s degree in education in 2001, Dianne moved from the Philippines to the United States to achieve the American Dream. As the youngest of 10 kids, Dianne learned to be an entrepreneur with faith, hard work, patience and passion as keys to success. Today, she has built a premier health insurance agency leading by these principles on a daily basis.

Dianne is a proud leader of her diverse groups of agents in the Pacific Northwest, providing services in many languages such as Tagalog, Spanish, Russian, Mandarin, Vietnamese, Korean, Hindi and Romanian. Together, they serve traditionally marginalized communities. Dianne is a strong advocate for inspiring and influencing those from diverse backgrounds, including women and immigrants, to find success and achieve their dreams through insurance. She partners with and serves on the boards of several charities and local community groups dedicated to helping disenfranchised local members.

Dianne currently lives in Beaverton, Oregon with her husband, Tyler, and their three kids, Andrew, Aiden, and Ashton. Together, they enjoy fishing, golfing, traveling and eating amazing foods throughout Portland.

Jim Anderson is Founder of Anderson-Kent Insurance Agency and a Partner at Integrity.

Jim began his career in the insurance industry in 1961. He quickly rose to become a top agent for his impressive production. His successes earned him the respect, reputation and ranking as the top agent for five different companies throughout his career. In 2012, he began his own agency which has become one of the top-producing agencies in Central Texas.

Jim is involved in community groups and non-profits and continues to find opportunities to actively serve locally. He is a Hall of Fame inductee for both the Texas Horseshoe Pitching Association and the All-Arena Rodeo and Cowboy Champions.

Jim and his wife, Kathy, reside in Waco, Texas. They enjoy spending time with their children and grandchildren, being outdoors on their houseboat, camping, fishing and going on cruises.

Boyd Kent is President of Anderson-Kent Insurance Agency and a Managing Partner at Integrity.

Boyd comes from a legacy of insurance agents through his grandfather and mother. Boyd has created a successful insurance career inspired by his desire to serve the senior community through Medicare. In 2012, he joined with a partner to build one of the top-producing agencies in Central Texas.

Boyd is a graduate of Baylor University and serves on the boards of several school and community non-profit organizations. For years, he has utilized his passion for working with local youth by coaching softball batting lessons and providing facilities for teams to use. Many of his students have gone on to play collegiately.

Boyd and his wife, Krisann, reside in China Spring, Texas. He enjoys spending time with family and friends at their farm, boating and jet skiing with his grandchildren, barbecuing for Sunday family gatherings, and working on his collection of classic cars.

Joseph “Joe” Battaglia, Sr., is CEO of Senior Services of North America (SSNA) and a Managing Partner at Integrity.

Joe received a postcard in the mail talking about the Medicare insurance opportunity. The rest is history. As an accomplished speaker and resource, Joe has mentored and trained countless agents across the country to become top performers. He brings a true hands-on approach from his 20 years of field experience. Because of his experience building one of the largest insurance organizations in the Northeast, agents rely on his in-depth knowledge and expertise to propel their careers.

In addition to helping agents, Joe has lectured before thousands of people in various capacities. His lifetime pursuit of helping insurance agents prosper is why agents utilize his principles of success. He prides himself on the relationships he has built with agents, carriers, organizations and individuals he has helped. He is excited for the next phase of growth and is ready to take SSNA to even higher levels with Integrity.

Joe currently lives on Long Island, New York. One of his proudest accomplishments is having his wife and two children be part of the SSNA organization.

Joseph “Joey” Battaglia, Jr., is President of Senior Services of North America (SSNA) and a Managing Partner at Integrity.

In 2008, Joey began his insurance career and has never looked back. He has made it his mission to provide agents with what they need most — support, training and opportunities. Joey has introduced a variety of technology platforms for enrollment capabilities, marketing and training to give SSNA agents a competitive advantage. Providing those resources ensures SSNA agents can help more individuals secure the products and services they need.

Joey is always looking for innovative ways to better serve agents and help them work more efficiently. His vision and commitment to learning and growing together as a team have helped SSNA become an incredible family. Today, SSNA includes not only members of the Battaglia family, but a family of agents across the country — and the family grows larger every single day.

Joey lives on Long Island, New York, and his biggest passion is doing things together with his family — he wouldn’t have it any other way! He also enjoys traveling and running, and is committed to increasing his distances.

Jordan Smith is the President of Elevation Sales Coaching, Senior Partner at North American Senior Benefits and a Managing Partner at Integrity.

Jordan began his insurance career in 2011 as an individual producer, leading from the front with impressive results. During his first 2 years, he was a top leader in personal production with both agencies he worked with. That early success helped Jordan realize that if he sold at a high level then he could recruit, coach and train at a high level. He was the first agent to earn Partner level at North American Senior Benefits and his team is approaching $100 million in final expense paid premium annually.

Jordan currently resides in Wake Forest, North Carolina with his wife and 3 children, Bella, Brooklyn and Beckett.

Dale Mason is President of Mason Insurance and a Managing Partner at Integrity.

Dale started in the health insurance business as a captive agent in 1989. His years of experience in personal production, hiring, training and managing groups of agents led him to build his own business. In 1998, he started Mason Insurance, which has become one of the leading agencies in Northern Texas. Dale has personally accounted for more than 10,000 transactions in his over 30-year career. He currently sits on the broker advisory board of multiple insurance carriers.

Dale and Sherri, his wife of over 40 years, have two children, three grandkids, and are lifelong residents of the Fort Worth, Texas area. Together, they enjoy hunting, fishing, camping, going to the gym and spending time with their family.

Seixas G. “Chip” Milner, Jr., is Chairman of the Board for The Milner Agency and a Partner at Integrity.

After graduating from King College in 1975, Chip entered the life insurance business — becoming the fifth generation to work in the industry. He later became the third generation to lead The Milner Agency, founded by his grandfather in 1958, where he served as President and CEO from 1990 to 2017.

In 2020, he was recognized as NAILBA’s 2020 Douglas Mooers Award for Excellence honoree for his dedication, impact and service to the industry — a prestigious award his father was the inaugural recipient of in 1986.

Chip is a member of the Risk Appraisal Forum and various brokerage industry boards, as well as past-Chairman of the National Association of Independent Life Brokerage Agencies (NAILBA). He is a former Georgia State Association of Life Underwriters Legislative Chairman, former Board Member of the Atlanta Association of Life Underwriters and past-President of Life Insurance Leaders of Georgia.

In addition to his many past and current leadership roles, Chip is also passionate about serving his community. He is an ordained Elder at Redeemer Presbyterian Church and former Board member of Westminster Christian Academy, Down Town Ministries and Montreat College.

He and his wife, former Nancy Carteaux, have four children, Seixas G. “Chad” Milner III, Lauren Milner Caldwell, Abby Milner Mann and Christian Carteaux Milner. Chip is passionate about spending time with his family, including his eight grandchildren, Seixas, Abby, Luke, Hatcher, Henry, Emerson, Annabelle and Milner. His hobbies also include taekwondo, aviation and playing golf, tennis or basketball.

Whitner R. “Whit” Milner is Executive Vice President of The Milner Agency and a Partner at Integrity.

Whit comes from a rich family heritage in the insurance industry and represents the fifth-generation to be in this business. After graduation from the University of Georgia in 1986, he joined The Milner Agency, now in its fourth generation of family leadership.

Whit is a dedicated member of his community and has served in many volunteer leadership roles, including time on the boards of Georgia Life Leaders, AWANA children’s ministries and Bethabara Baptist Church. He is former president of the National Association of Insurance & Financial Advisors (NAIFA) of Atlanta, Georgia.

Whit was born in Atlanta, but now resides in Hoschton, Georgia. He is married to his wife of over 30 years, Suzanne, and together they have two children, Whitner R. Milner, Jr., and Courtney L. Maynard, and three grandchildren. They enjoy spending time with their family, going fishing and gardening. He also prides himself on being the reigning champion of the annual Milner family reunion golf tournament.

Joseph “Joe” Karam is President of American Health Plans and a Managing Partner at Integrity.

As the son of Lebanese immigrants, Joe learned the value of dedication and hard work early in life. In 2014, he began his own insurance business and built American Health Plans from his previous experiences and expertise in insurance and contact centers. Today, American Health Plans serves the health coverage needs of clients in more than 40 states, with a special focus on helping individuals and families get coverage through the Affordable Care Act.

Joe attributes much of the agency’s success to the strong core values established within the company. He and the dynamic team at American Health Plans have developed a proven model that’s based on treating every client they serve the way they would want to be treated.

Joe currently resides in the state of Michigan and part time in Florida. When he is not busy helping his team serve the needs of clients, he enjoys traveling, boating and playing golf.

Scott DeLong is President of DeLong Sales Group and a Managing Partner at Integrity.

Scott began his career in insurance in 2013 as an independent producer of final expense products. From the beginning, he was determined to learn all he could about the industry and sought to discover and understand the best methods for agent training and development.

Having been expertly mentored as a new agent, Scott was inspired to take the lessons he learned and apply them to building a new engaging and efficient training system centered on sustained agent success. This resulted in the founding of DeLong Sales Group, a mentoring platform for agents, in 2015.

Since then, Scott has consistently operated in a way that prioritizes agent and client needs. He is committed to helping agents improve the lives of their clients, and in turn better their own.

Scott and his wife, Ashley, reside in LaGrange, Georgia, with their two children — Cole and Caroline. He enjoys spending time with his family — their favorite activities include boating, wake-surfing, archery and getting together with loved ones.

Earle Spencer III is a Managing Partner of Senior Solutions & Services and a Managing Partner at Integrity.

Raised in a family of successful entrepreneurs, Earle learned the value of hard work, dedication and passion at a young age, developing a strong will to succeed. In 2009, he transitioned from owning a construction company to becoming an independent agent. Earle’s passion for insurance quickly grew and in 2011, he opened Senior Solutions & Services with his partner and wife, Traci Spencer. Today, their agency has become one of the fastest growing Medicare-focused IMOs on the East Coast.

Earle and Traci live in Chesterfield, Virginia. They have four children — Brittney, Earle IV, Gracie Bee and Hugh — and they love supporting them in sports and taking them to the beach. Earle also enjoys riding his motorcycle and has served as a member of the local high school football team’s “Chain Gang” for over ten years.

Traci Spencer is a Managing Partner of Senior Solutions & Services and a Managing Partner at Integrity.

Traci served in the U.S. Army Military Police. After her service, she worked in the professional haircare sales & marketing industry where she excelled at helping salon owners grow their businesses. Traci quickly learned her calling was to help independent business owners reach new and consistent levels of success. That led to her decision to join her husband, Earle Spencer III, in the insurance industry. In 2011, the Spencers opened Senior Solutions & Services to help agents serve Americans along the East Coast.

Traci and Earle live in Chesterfield, Virginia. They enjoy supporting the sports passions of their four children: Brittney, Earle IV, Gracie Bee and Hugh. Traci loves cheering them on dressed in team colors with a cowbell in each hand. They also love to take trips to the beach together as a family.

Sandra Carrasquillo is President of Easy Street Insurance and a Managing Partner at Integrity.

Sandra grew up in central Iowa and attended the American Institute of Business in Des Moines, Iowa, where she took computer programming courses. Later, she obtained a degree in Christian education from Asbury University in Wilmore, Kentucky. Sandra worked for the City of Des Moines for three years before embarking on Christian missions. While working for a worldwide mission agency, she obtained a master’s degree in business management.

Sandra began her career in the insurance industry in 1996 and was a successful agent right from the start. She soon opened Easy Street Insurance with her first husband, Andrew. When Andrew passed away in 1999, she continued to grow the agency as a single mom of two young boys. Today, with over two decades of experience, Easy Street Insurance is one of the leading full-service agencies in the Midwest senior market. Sandra leads the company with her second husband, Jess Carrasquillo, who joined her in the insurance business shortly after their marriage in 2001. Her son, Avery, is also heavily involved in the business as an agent.

Sandra and Jess live near Indianapolis, Indiana. When not working to grow Easy Street Insurance, they enjoy taking vacations to Mexico and spending time with their family.

Jess Carrasquillo is Vice President of Easy Street Insurance and a Managing Partner at Integrity.

Jess grew up in Chicago with a passion for sports. He played football and wrestled in high school and participated in four years of collegiate wrestling while attending the University of Indianapolis. Deciding to stay in Indiana, he went on to raise three children while spending more than 15 years heading environmental services departments at major hospitals in the greater Indianapolis area.

When he married Sandra, he was ready for a professional change. He obtained his insurance license and joined Sandra in helping her grow and manage Easy Street Insurance. His innate ability to engage with people combined with his strengths in networking and building relationships has made him a natural fit for the insurance industry. With a genuine love for people and a complementary and competitive personality, Jess has been instrumental in the exponential growth of Easy Street Insurance. His tried-and-true sales method of engaging first before selling has proven highly successful, both in his own career and for the agents he has trained.

Jess and Sandra live near Indianapolis, Indiana. Together, they enjoy traveling and spending as much time as possible with their family.

Richard Dale “RD” Roulston is President of MediSource and a Managing Partner at Integrity.

RD began his career in insurance as a captive agent in 2001, progressing to become an independent agent three years later. In 2011, he started Roulston Insurance Agency with a focus on providing quality Medicare solutions to seniors in his community. His business quickly grew and thrived. In 2018, RD changed the name of the agency to MediSource.

Backed by more than two decades of experience, MediSource not only serves individuals through word of mouth — the way they always have — but also services retirees of large accounts such as local colleges, hospitals and nationwide corporations, through partnerships made with their HR departments.

RD, his wife, Cristi, and son, Blake, currently reside in Little Rock, Arkansas. They enjoy spending time as a family at the lake, fishing, and relaxing at their hunting ranch in Kansas.

Lisa Rundle is President of Sellyei & Rundle.

Lisa grew up in Tucson, Arizona, in a large Hispanic family full of joy, love and culture. As a fifth-generation Tucsonan, Lisa’s deep roots in her community and strong people skills prepared her for a successful career in insurance.

While working for a major insurance company, Lisa met her husband, Louie. Together, they opened their own insurance agency in 2002, built on a strong belief in caring for and supporting clients like family. Today, Sellyei & Rundle assists thousands of seniors with their Medicare coverage. The agency is renowned for its exceptional service and consistent approach, and for providing personalized attention and guidance to clients of all ages and backgrounds.

Lisa and Louie are proud to play an active role in the Tucson community. They have two amazing daughters and two darling granddaughters and enjoy spending time with them. They are also accomplished travelers with a special affinity for sailing, having ventured across the transatlantic islands on their 36-foot craft.

Steve Ruth is President of Consolidated Marketing Group (“CMG”).

Steve has worked in the insurance industry since 1997, specializing in long-term care, Medicare supplements, life insurance and annuities. He has been highly successful in leading CMG’s sales, management and product marketing efforts across multiple states, including Tennessee, Virginia, North Carolina, South Carolina, Florida, Ohio and Texas. Steve also leads agent training and recruiting efforts for CMG. For many years, he was a sought-after trainer for other insurance agencies nationwide.

Born and raised in Knoxville, Tennessee, Steve has been married to his lovely wife, Jan, since 1972. They have one son and are very proud of their exceptionally bright grandson. Steve enjoys hunting, fishing and traveling throughout the country by RV with Jan and their wonderful dog, Jackson.

Brad Keating is President of The Insurance Superstore.

Brad is a lifelong PGA member and spent many years as a successful golf and ski instructor. Recognized for his exceptional teaching skills, Brad was introduced to the insurance industry in 1997. He found great satisfaction in helping educate seniors on insurance products and retirement planning and realized he had found his true calling.

With a strong work ethic and commitment to service, Brad quickly rose to become one of the most loyal and trusted advisors in the industry. In 2008, he successfully opened his own agency, The Insurance Superstore, empowering him to help even more American seniors get the quality coverage and planning solutions they need.

Brad is a devout Christian and has embarked on several missions overseas, where he met his wife, Natasha. Brad and Natasha live in Colorado Springs, Colorado, and together have four children. During the winter months, Brad loves to escape to Florida’s beaches and golf courses.

Sean Schickel is President of Patriot Family Financial.

Sean has a broad and extensive background in public service and helping people, which has prepared him for a career in the insurance and financial services field. He is also a 24-year veteran of the United States Marine Corps where he served as an Infantry Officer. Sean initially enlisted in the Marine Corps out of high school and worked his way up the ranks, ultimately retiring as a Major.

Throughout his distinguished military career, Sean performed a wide range of important tasks. In 2013, he had the honor of planning the 2013 Presidential Inauguration for the Marine Corps. Prior to that, he helped lead over 250 Marines in Iraq through some of the toughest fighting the Marine Corps had seen since Vietnam. Sean was awarded the Navy and Marine Corps Commendation Medal with Combat Distinguishing Device for valor in combat.

After retiring from the Marine Corps in 2015, Sean began his career in the insurance and financial services field and quickly found success. In 2018, he established Patriot Family Financial with a strong focus on superior agent training and superb customer service. In just a few short years, the agency has grown to be one of the fastest growing distributors in the senior market.

Sean and his family live in Fredericksburg, Virginia. In his spare time, he enjoys attending Fredericksburg Nationals minor league baseball games and traveling abroad.

Christian Brindle is President of Christian Brindle Insurance Services (“CBIS”).

Christian has a passion for leaving a mark and making a lasting impact across the nation, with agents as well as clients. In 2016, he founded Christian Brindle Insurance Services and built it into a leading Medicare distribution organization. Today, CBIS offers support and guidance to hundreds of agents serving seniors in 46 states.

In fulfilling his leadership role, Christian combines youthful energy with a strong business acumen and entrepreneurial zeal. He is a renowned podcast host, published author, social media influencer, and committed mentor to agents from coast to coast. His Facebook group, the Seven Figure Medicare Agent, currently supports nearly 6,000 agents by providing a community and content designed to help agents succeed and grow their business.

Christian resides in Sandy, Utah with his wife, Stormie, and daughter, Violet. He enjoys spending time with his family and his interests include music, sports, dining and painting.

Raul M. Parga is President and COO of Alliance Insurance Solutions.

Raul grew up in a large and diverse family that taught him the value of hard work, grit and determination. These principles have built the foundation of Raul’s character and successes in life.

After over two decades in the automotive industry, Raul challenged himself to a new career path. His sister’s failing health at the time inspired Raul to enter the insurance industry. In 2009, Raul successfully opened the doors to his own insurance agency, Alliance Insurance Solutions. With one of the most diverse groups of bilingual agents, the agency has grown to serve thousands of seniors across the states of Texas, New Mexico and Nevada.

Raul and his wife, Ofelia, live in El Paso, Texas, and have two daughters. When time permits, they enjoy traveling and exploring new cuisines. Raul maintains his passion for cars and continues to collect and restore classic automobiles.

Ofelia W. Parga is Vice President and CFO of Alliance Insurance Solutions.

Ofelia was born and raised in El Paso, Texas, in a humble family. As the youngest of seven children, Ofelia was quickly instilled with strong family values of honesty, compassion, hard work and faith. She understood early in life the sacrifices her elderly parents made moving to the U.S. for better opportunities. As a bilingual student, Ofeila excelled in school and was the valedictorian of her high school class.

While raising two children, Ofelia began her career in insurance as an administrator. She later joined her husband to help run Alliance Insurance Solutions. Her years of experience equipped her with knowledge and skills to manage and provide high-value service to their clients, especially seniors with physical challenges.

Ofelia and her husband, Raul, live in El Paso and have two daughters. They enjoy traveling and exploring new cuisines. Ofelia’s other hobbies include reading, walking, dancing, singing, and spending time with family and friends.

Gene Porter is CEO of The Porter Group.

Gene was born in the northern panhandle of West Virginia, outside of Pittsburgh, Pennsylvania. He entered the insurance business in 2006, after life events and experiences helped him learn the value of insurance and how it protects people. With a mission to help educate others, Gene started in life insurance and ultimately moved into the senior market after helping his mother with her Medicare coverage.

Gene quickly found success in the industry, earning a major award for the company he represented in just 5 weeks. Following the founding of The Porter Group, he was recognized as the Best Agent and Best Agency by the Morehead News Readers’ Choice Awards. Today, he is trusted for his experience and expertise as a life and health insurance agent, specializing in Medicare health insurance plans.

A huge fan of Zig Ziglar, Gene believes that helping others achieve their goals is key to achieving his own. Gene is also a lifelong fan of Pittsburgh sports teams and has incorporated team colors from the area into The Porter Group brand.

Gene and his wife and business partner, Julia, reside in Morehead, Kentucky, and are the proud parents of five kids and many grandchildren. The guiding cornerstones of Gene’s life are faith, family and work, in that order.

Julia Porter is COO of The Porter Group.

After practicing occupational therapy for 20 years, health circumstances moved Julia in a new direction, and she decided to partner with her husband, Gene, in the insurance field. This, in turn, led to the start of their agency, The Porter Group.

Julia graduated from Eastern Kentucky University in 1997 with a B.A. degree in occupational therapy. Today, she is a licensed life and health insurance agent, while also maintaining her license as an occupational therapist. In 2003, Julia spent time providing medical therapy service as a missionary in Venezuela. As a highly successful insurance agent, she has been recognized by CMS as a Marketplace Circle of Champions member every year since 2020.

Julia met her husband and business partner, Gene, as a single mother in 2004. Together, they have five kids, many grandkids and two beloved German Shepherd dogs. In her spare time, Julia enjoys being outdoors with her pets, gardening, traveling, kayaking and painting. The guiding cornerstones of Julia’s life are faith, family and work, in that order.

Arric Allen is the Founder and CEO of Allen and Associates.

Arric began his professional career as a debit agent with a home service company in Jacksonville, Florida. In 1994, he became a licensed independent agent, marketing Medicare supplements and final expense insurance. He quickly found success and was named a top-performing agent in the Mississippi region four years in a row.

After moving to Tennessee, Arric continued his rapid rise in the business, winning numerous awards for personal achievements in the senior market for life and health insurance. In 2010, Arric started his own agency, Allen and Associates, and has since guided it to become one of the top performing agencies in the Memphis Tri-State area. Today, Allen and Associates has expanded to serve seniors in more than 15 states.

Arric and his family live in Olive Branch, Mississippi in the Memphis area. He enjoys spending quality time with his family and traveling internationally.

Jason Thomason is President of South Atlantic Management.

Jason began his career in 2006, and quickly emerged as a top individual producer with multiple carriers. He was recognized for demonstrating exceptional success and for becoming an expert in his field.

Understanding the level of impact he could have on more families by sharing his expertise and supporting other agents, Jason founded South Atlantic Management in 2009. His primary goal was to provide agents with the knowledge and tools necessary for success. Since then, Jason has helped thousands of agents navigate the challenges of the insurance industry and achieve their own success.

Jason resides in Anderson, South Carolina, where he enjoys spending quality time with his family. His personal interests include golfing, boating and hunting.

Lawrence Bradley, Sr., is the Founder and CEO of Senior Health & Life Benefits.

Since his start in the insurance industry in 1988, Lawrence has been drawn to and passionate about helping seniors. In 1993, Lawrence successfully opened his own agency in Savannah, Georgia. His strong work ethic, commitment to service and special knack for building relationships have earned him the loyalty and trust of thousands of seniors throughout multiple Southern states.

Lawrence is involved with various local community groups and outreach programs, including Feed the Hungry. Lawrence also serves within the ministry for his church and leads many outreach events. Together with his wife of over 30 years, Pat, he founded Gems of Faith, an impactful charitable organization and an auxiliary of their church dedicated to fundraising and providing food, clothing, school supplies and more to people in need in local communities.

Lawrence and Pat live in Savannah, Georgia, and they are very proud of their two children. They enjoy spending time on Florida beaches and visiting the Caribbean Islands. Lawrence is also a gospel and jazz music enthusiast with a talent for playing the trombone.

Philip Edwards is President of River City Senior Benefits.

Philip began his insurance career in 1990 as an independent agent, specializing in Medicare supplements, final expense and annuity products. He later expanded his expertise to include Medicare Advantage when it became available in the market. Over the course of a decade, Philip built strong relationships with his clients and earned their trust.

In 2000, Philip successfully established his own agency, River City Senior Benefits. His entrepreneurial skills and industry knowledge contributed to the company’s growth and success. With his dedicated team of hard-working agents, Philip has helped thousands of Americans navigate the complexities of insurance coverage.

Philip and his wife of over 30 years, Melody, have one daughter, Carly. They live in Ooltewah, Tennessee, and enjoy exploring the outdoors and beauty of the Blue Ridge Mountains and traveling to other parts of the country and world.

Russ Stockton is President of Stockton Agency.

Russ started his insurance career in 1981 while attending the University of Arkansas. Through early experiences in team sports, he learned the importance of building relationships based on trust. That understanding has remained key to his success with clients and agents alike.

Russ is a dedicated professional with a talent and deep passion for helping people navigate the nuances and complexities of the insurance industry. With over four decades of experience, his impact on training and agent support has been felt across 11 states.

Russ and his wife and business partner, Rachel, live in Bentonville, Arkansas, as a loving blended family with seven children and a grandchild. Their shared interests include boating and spending time in nature. Additionally, they are enthusiastic supporters of the Compassion Coalition of Northwest Arkansas, a non-profit organization with an initiative focused on providing school clothing to children in need and supporting their educational endeavors.

Rachel Stockton is Vice President of Stockton Agency.

Rachel is an accounting graduate from the University of Texas. She gained valuable experience in financial management as an independent accountant for small businesses and in working for several successful corporations before joining her husband, Russ, to handle accounting at Stockton Agency. Rachel’s strong financial background and training has contributed significantly to the growth of Stockton Agency and the financial management skill development of their agents and clients.

As passionate servants of their communities, Rachel and Russ help support Compassion Coalition of Northwest Arkansas, a non-profit organization with an initiative focused on providing school clothing to deserving children while supporting their educational endeavors.

Rachel and Russ live in Bentonville, Arkansas, as a loving blended family with seven children and a grandchild. Their shared interests include boating and spending time in nature. Rachel is also a skilled artist with a special focus on portrait painting — a talent learned from her father.

Aaron Ballard is President of Ballard & Associates.

Aaron got his start in the insurance industry in 1993. Prior to that, he was a 2^nd degree black belt and full-time martial arts instructor. That experience gave Aaron a strong foundation of principles he was able to adapt and apply to his new career. After transitioning into insurance, Aaron quickly became a top sales agent for a large life and health carrier, breaking numerous sales and recruiting records at both the regional and divisional levels.

Ultimately, Aaron’s strong will and deep passion for helping people led him to start his own company, Ballard & Associates, in 2005. Today, Ballard & Associates has grown to serve thousands of Americans across the U.S. The agency specializes in providing clients with Medicare Advantage and Medicare supplement plans, final expense, and ACA coverage — all while expertly training and mentoring a dedicated team of agents.

Aaron currently lives in Cicero, New York. He also spends time in Cape Coral, Florida. In addition to his lifelong passion for martial arts, Aaron is a devoted water sports enthusiast who loves nothing more than being out on the water with his family.

Jimmy Lee is President of Community Care Agency.

Jimmy graduated from the University of Kansas in 2000 and started his career in insurance the following year. After gaining several years of valuable industry experience, he transitioned to managing his family’s various businesses from 2006 to 2017. Recognizing an untapped market in the insurance sector, he founded Community Care Agency in 2018 to address insurance needs within the Asian-American community.

Jimmy has been the proud recipient of several “Agent of the Year” awards as his career has progressed and responsibilities expanded. His strong business acumen and unwavering focus on customer needs have been instrumental in driving the rapid growth and success of Community Care Agency, which has quickly become a key player in the industry.

Jimmy and his wife and business partner, Grace Tran, reside in Dallas, Texas. They are the proud parents of a blended family of five children, with another on the way. Together, they enjoy gathering with family and friends for traditional Asian meals.

Grace Tran is Vice President of Community Care Agency.

Grace began her professional journey in 2008 after graduating from the University of Central Oklahoma. She was a managing partner for a top chain hotel in the Midwest region from 2008 to 2012, before pivoting to the insurance sector. From 2013 to 2018, she owned an agency that provided property, casualty and life insurance, as well as annuities.

Grace’s diversified career path and early life lessons as a political refugee have equipped her with valuable skills that have enhanced the rapid growth and success of Community Care Agency. She served as Vice President and later President of the STL Vietnamese Community from 2013 to 2019. She also led a local chapter of the Scholarship Foundation for the Vietnamese Community from 2016 to 2019.

Grace and her husband and business partner, Jimmy Lee, reside in Dallas, Texas. They are the proud parents of a blended family of five children, with another on the way. Grace is passionate about her culture. She enjoys cooking traditional Vietnamese cuisine and is an expert at preparing phở.

Calvin Sulak is President and CEO of INS Marketing Systems.

Calvin Sulak began his insurance career in 1970 as a field sales agent, becoming a district manager within two years. By 1979, he had formed his own insurance agency known as Best Marketing Systems (BMS). The agency’s impressive sales force sold major medical, life insurance, Medicare supplements, and ancillary products. In the 1990s, BMS officially became INS Marketing Systems and continues to provide exceptional customer service, training, and marketing tools that are vital to the agents and customers they support.

Calvin is proud to have helped launch the first electronic healthcare sales platform, additionally, he previously served on the NAHU advisory council. He also takes great pride in being a hands-on field trainer for new agents and helping them become well-rounded and successful. He and his wife, Roann, have made INS Marketing Systems a second-generation home that includes several of their children working as active agents. The agency has evolved into a one-stop shop providing life and health products of all types, with a close-knit family atmosphere felt by each person they work with.

Calvin and Roann currently reside in Waxahachie, Texas. They have eight children and 14 grandchildren and are focused on living life to the fullest. Calvin and Roann are dedicated to providing life and health solutions that fit both the producing agent and their customers’ needs. Together, they work to ensure a captivated, not captive, partnership.

Roann Sulak is Vice President and CFO of INS Marketing Systems.

Roann Sulak entered the insurance industry in the 1980s as an actuarial consultant and became an underwriting assistant soon after. Her charming personality and drive for success led her to take a position as a marketing representative at INS Marketing Systems (formerly BMS). There, she not only captivated her agents but also the heart of her husband, Calvin Sulak. Roann continued learning the sales side of the business, eventually becoming the agency’s Vice President and CFO.

In 2022, Roann was diagnosed with lung cancer. She has since worked to maintain her health and wellness — all while continuing to be the best mother and grandmother she can be. Roann believes in taking life one day at a time, enjoying every moment she can, and striving to make a lasting impression on everyone she meets.

Roann and Calvin currently reside in Waxahachie, Texas. They have eight children and 14 grandchildren and are focused on living life to the fullest. Roann and Calvin are dedicated to providing life and health solutions that fit both the producing agent and their customers’ needs. Together, they work to ensure a captivated, not captive, partnership.

Scott Amos is Co-Founder and Managing Partner of Invictus Marketing Solutions.

Scott is a veteran of the Medicare and insurance industry with over 15 years of experience. He began his insurance career in an award-winning property and casualty agency before realizing the acute need for dependable Medicare coverage. Motivated by his own personal family experiences, Scott was determined to make a meaningful difference in healthcare access for seniors.

In 2015, Scott partnered with Travis LePage to establish Invictus Marketing Solutions, a successful independent agency dedicated to equipping agents with comprehensive health insurance solutions, particularly focused on Medicare supplement and Medicare Advantage for seniors. Today, Invictus Marketing Solutions is one of the fastest-growing IMOs in the Midwest.

Scott and his family live in Jefferson City, Missouri, where his strong work ethic and family values stem from deep roots in the historic city. He is happily married to his wife of 27 years, Marya. Their son, Cody, recently joined the family business, enhancing their dedication to client service — they are proud of all he’s accomplished. The family is eagerly anticipating the arrival of their first grandchild, Oliver. Scott energizes his pursuits in both professional and personal realms through his active lifestyle featuring running, biking, swimming, and weightlifting.

Travis LePage is Co-Founder and Managing Partner of Invictus Marketing Solutions.

Travis is a graduate of the University of Missouri-Columbia and has served 22 years in the Missouri Army National Guard. His years of service enriched him with invaluable qualities of leadership, discipline, and a strong sense of duty, which have been foundational throughout his life and insurance career.

With over 17 years of industry experience, Travis’ relentless dedication to providing top-notch service has earned him and his team the trust of clients across the U.S. In 2015, Travis partnered with Scott Amos to establish Invictus Marketing Solutions, a successful independent agency dedicated to equipping agents with comprehensive health insurance solutions, particularly focused on Medicare supplement and Medicare Advantage for seniors. Today, Invictus Marketing Solutions is one of the fastest-growing IMOs in the Midwest.

Travis, his wife, Ashley, and their three children reside in Jefferson City, Missouri, proudly carrying the heritage of the city’s earliest settlers. Service and family form the cornerstone of Travis’s life and he cherishes every moment with his loved ones. Travis is an active member of St. Peter Church and a board member on the local city’s Board of Trustees.

Jordan Lowery is the CEO of Legacy Protectors Life Group, also known as Family First Life Legacy Protectors.

Jordan began his insurance career at age 27, helping families find the right insurance protection for their needs. Starting out as a producer and agent in the industry, he understood the value of sweat equity and hard work, building his business during early mornings, late nights and weekends. Those personal sacrifices paid off — Jordan quickly became a top producer. He also learned to teach other agents how to do the same, ultimately establishing and growing a large and successful agency of his own.

Today, Jordan travels the country to train agents on how to recruit at a high level and implement successful final expense and mortgage protection insurance sales strategies. With a primary focus on simplified issue life insurance, Jordan takes great pride in protecting clients who may have previously been told they were uninsurable.

Jordan was a golf caddie at several top courses and was a collegiate golfer at the University of Kansas. He resides in Sarasota, Florida, with his fiancé, Brittany Anderson, and their three German Shepherds.

Hector Torres is Co-Founder of LP Insurance Marketing Group.

Hector began his insurance career by setting tables up at community events, supermarkets and churches to build a book of business. His persistent efforts have helped him transition from a hands-on field agent role to overseeing a diversified team of agents.

Hector is well-versed in Medicare and works to ensure his team is always compliant with the program’s ever-changing rules and regulations. His people-first approach has also been critical in setting LP Insurance apart. Passionate about understanding the different personalities of his agents, Hector consistently strives to create a close-knit and family-like work environment.

Outside of work, Hector is a proud grandfather and enjoys gardening. He loves visiting restaurants on weekends and has a particular fondness for Italian and Mexican cuisines. Hector and his wife reside in Hartford, Connecticut, enjoying the simple pleasures of life.

Carlos Ruiz is Co-Founder of LP Insurance Marketing Group.

Carlos was introduced to insurance through a network of friends. Early on, he participated in community events and other local gatherings to help build and nurture his insurance clientele. Today, he focuses primarily on the managerial aspects of the agency.

Carlos has a strong belief in a higher power that has inspired him to extend his community and charitable work in a variety of ways — including providing humanitarian service in the Dominican Republic. His personal values extend into his professional life, where he is deeply committed to providing ethical and compliant services within the Medicare marketplace.

Away from business, Carlos is a devoted family man who puts his faith first. He loves the great outdoors and spending time camping and biking with his family. He and his wife share a love for dogs and are the proud pet parents of a Doberman.

Marco Conde is President of Prosper with Purpose Financial.

Marco launched Prosper with Purpose Financial after spending two decades managing large domestic and international telecommunications teams. He quickly became one of the top producing life insurance brokers in the nation and was soon pursuing his ambitious vision to create a tech-infused, client-centric platform that was easy to replicate.

In a short period of time, Marco has built Prosper with Purpose Financial into a highly successful brokerage specializing in life, health and supplemental insurance, supporting over 1,000 licensed agents throughout the country. The company’s core values of faith, family, purpose, integrity, collaboration and culture are ingrained in every Prosper with Purpose team member, while Marco’s commitment to excellence is reflected in every business decision and new partnership.

Marco resides in Lake Worth, Florida, with his wife, Tiffany, and their four beautiful children. They cherish every moment together as a family and enjoy spending time at the beach.

Robert Armstrong is President of the American Academy of Estate Planning Attorneys.

After serving four years in the U.S. Navy, including a decorated tour in Vietnam, Robert graduated summa cum laude from the University of California at San Diego with a degree in classical Greek. He earned his Juris Doctor from the University of San Diego in 1976 and began a prolific career in estate planning. Alongside co-founder Sanford M. Fisch, he created Armstrong, Fisch & Tutoli, a leading estate planning law firm based in San Diego, California.

Recognized as a trailblazer in his field, Robert has been quoted in several national publications, including the Wall Street Journal. He has authored and co-authored numerous books, including The E-Myth Attorney and Creating a Loving Trust Practice. His expertise and innovative solutions have made him an influential industry thought leader and authority, frequently appearing on network television as an estate planning expert.

Robert lives in Knoxville, Tennessee, with his wife, Jennifer, and enjoys spending time outdoors in the foothills of the Great Smoky Mountains. He has two grown children, Lauren and Matt, who reside on the West Coast. An avid reader, he enjoys a wide range of literature, working out daily and spending quality time with his family.

Sanford M. Fisch is the CEO of the American Academy of Estate Planning Attorneys.

After earning his law degree from the University of San Diego in 1980, Sandy launched his career as a tax specialist with Coopers and Lybrand. Building on a strong educational background that includes a master’s degree in tax law, he quickly gained recognition as a knowledgeable and innovative estate planning attorney. Sandy teamed up with Robert Armstrong in 1989 to create Armstrong, Fisch & Tutoli, a leading law firm that has redefined the way estate planning is practiced in the U.S.

Today, as CEO of the American Academy of Estate Planning Attorneys, Sandy is involved with all aspects of the Academy. He is co-author of The E-Myth Attorney, a groundbreaking book that details how attorneys can achieve a work-life balance through systematized operations. His unique insights and approaches have made him a highly sought-after advisor and consultant to law firms nationwide.

A resident of Rancho Santa Fe, California, Sandy has always been engaged in various sports and outdoor activities. He enjoys spending time with his wife, Julie, and their daughter, Tahlia, especially at their daughter’s equestrian competitions. In his other free time, he golfs!

Steve Giordano is President of Health & Wealth Agency.

Steve earned his degree from the New York Institute of Technology in 2005 and entered the insurance business in 2019. His dedication and sales prowess soon made him the number one all-time issue paid agent within the Family First Life distribution network, issuing over $6 million in life insurance volume over a four-year span.

Steve’s commitment and drive have also helped him quickly build a strong and successful agency of his own. In less than four years, he and his team grew to issue $25 million in life and annuity premiums, fortifying financial security for numerous families nationwide. Steve is fueled by a desire to do more for his family and assist the people he works with to secure their financial futures. He believes in giving one’s all to help others — and in proving that success follows hard work and dedication.

Steve resides in Parkland, Florida, with his beloved wife, Margaux, and their two sons, Dominic and Nicholas. He constantly strives to achieve a blend of professional success and family joy.

Tracy Weir is President of Senior Med Benefits.

After college, Tracy began her insurance career in 1997 as an administrative assistant with a large carrier in their group insurance market. She continued working with several different group insurance companies until 2008, when she decided to go out on her own and become a licensed Medicare sales agent.

In 2013, Tracy expanded her impact and opened Senior Med Benefits. Under her expert guidance, the agency has grown rapidly and steadily, serving thousands of clients across 15 states. Tracy is very proud to see Senior Med Benefits now partner with Integrity.

Tracy lives in Fruit Heights, Utah, with her husband, John, and two grown children, Davis and Lauren. They enjoy spending time together as a family — cooking, traveling overseas and boating at Lake Powell.

Marissa Mazziotti is President of Inspire Insurance Group.

Marissa joined the insurance industry at age 23 after graduating from Grand Canyon University, where she majored in criminal justice studies. Having previously worked in medical logistics for donor networks across the country, Marissa knew she wanted a career where she could impact the lives of others while also creating financial independence for her own family. After being introduced to the life insurance industry, she knew she had found an ideal opportunity for personal development and growth.

Marissa has made it her mission to share the opportunities that come from serving in the life insurance industry with others seeking positive change. After a brief stint working strictly on the sales side of the business, she founded Inspire Insurance Group. It has quickly become one of the fastest growing insurance agencies in the nation. Marissa’s background in team sports has given her a love for coaching others and creating a team environment where people can excel together. She constantly strives to meet the coverage needs of American families while also helping as many agents as possible achieve lasting success.

Marissa resides in Phoenix, Arizona. In her spare time, she stays active enjoying the outdoors and traveling with her closest friends and family.

Jamie Chirio is the President of Living Hope Life Group.

Jamie joined the insurance industry after years of experience as a serial entrepreneur. He spent close to a decade in different network marketing and sales organizations, building teams that numbered well into the thousands. He even started a successful digital marketing business. Along the way, Jamie learned that in business, many things are out of your control and it’s important to be able to pivot when necessary.

After experiencing a series of unexpected professional challenges, Jamie discovered insurance and realized he had finally found the business opportunity he had long been searching for. With hard work and determination, Jamie’s insurance career has rapidly progressed. He has personally helped protect thousands of families — and tens of thousands more have been assisted by Living Hope Life Group agents.

Much of Jamie’s business was built from a small farmhouse in rural Oregon. He often traveled hundreds of miles a day to serve families in their homes. Jamie now resides in Greenville, South Carolina, where he has a downtown office and works hard to secure a legacy for his wife and two young boys.

Calvin Wright is the President of Forefront Agency.

Calvin is a decorated United States Army veteran who transitioned into the insurance business. He has become a beacon of leadership in the industry and is motivated by hard work, discipline and accountability — values that he honed during his time in the military. His commitment to providing exceptional training and support has been pivotal to Forefront Agency’s rapid growth and success.

Drawing from his military experience, Calvin excels in strategic planning and team building, and works to ensure his agents are equipped to meet the diverse financial needs of their clients. His focus on personal development and fostering a culture of excellence has set a high standard within his agency.

Calvin resides in Austin, Texas, with his wife, Kylie. He maintains a passion for physical fitness, participating in endurance sports which mirror the perseverance and dedication he brings to his professional life.

Eric Hemati is the Principal of Hemati Insurance Agency.

Eric’s distinguished insurance career has spanned two decades. From the start of his journey in Houston and South Texas, he has taken a hands-on approach to the business, serving and selling policies to customers personally.

After years of leading a national agency, Eric established his own independent venture, Hemati Insurance Agency. Under his leadership, the agency has grown exponentially. It now includes a team of hundreds of independent agents who work to protect more than 20,000 families annually. Eric firmly adheres to an agent-first philosophy that drives his commitment to understanding the needs and realities of insurance agents. This focus has been instrumental in the exceptional growth and success of Hemati Insurance Agency.

Eric resides in Austin, Texas, with his family. He continues to inspire both his team and the industry with his dedication and vision.

Dave Lewis is CEO of Delmarva Benefit Group.

Born and raised in South Jamaica, Queens, Dave is a seasoned entrepreneur, former athlete and visionary leader. At 19, he founded an import and export trucking company and grew it into the largest African-American owned trucking company at JFK Airport. After selling the company, he opened a pack and ship store, then started a small insurance agency which he led to become one of the largest Medicare agencies in Delaware.

Throughout his career, Dave has leveraged his values, entrepreneurial acumen and dedication to community service to make a lasting impact in the insurance industry. He has received the 40 Under 40 Award in NYC, the Governor’s Distinguished Gentlemen Award for entrepreneurship and community service, and a Letter of Recognition from Senator Tom Carper’s office for his business and community work. As a former President of the Dover Rotary, Dave also received a Rotary Presidential Citation for his exemplary service.

Dave currently resides in Felton, Delaware, with his partner, Alexis Nazario. His determination and drive are evident in his love of sports. Over the years, Dave has played semi-pro football, competed in professional drag racing and coached youth football. Off the field, he’s the loving father of a blended family of three sons and a daughter, and a proud grandfather of two grandchildren.

Rodolfo Vargas is a Founder of WTP Agency.

Originally from El Salvador, where he worked as an economist, Rodolfo embarked on a life-changing journey to the United States in pursuit of opportunities and a better life. Arriving with a determination to overcome challenges, Rodolfo faced the initial hurdle of adapting to a new culture and language. He soon ventured into entrepreneurship, leveraging his skills, work ethic and cultural diversity to navigate the business landscape.

Working together with his wife and business partner, Cecilia, Rodolfo has become a successful and influential player in the insurance industry. Since its founding, WTP Agency has provided solutions to tens of thousands of families, while providing sustainable career opportunities to over 5,000 agents. The agency now has agents working in 49 states and Puerto Rico and is guided by Rodolfo and Cecilia’s unwavering belief in the opportunities America has to offer.

Rodolfo and Cecilia reside in Houston, Texas, and are the proud parents of three sons. Along with his passion for entrepreneurship, Rodolfo enjoys reading, working out and spending time with his family.

Cecilia Vargas is a Founder of WTP Agency.

Cecilia was born and raised in El Salvador and started her professional career as an architect. Longing for better opportunities, she left her native land and moved to the United States. The journey required Cecilia to embrace a new language and culture, and was marked by resilience, countless hours of hard work and a firm commitment to following her dreams.

Today, Cecilia works closely with her husband and business partner, Rodolfo, in driving WTP Agency forward. She is especially passionate about helping other aspiring professionals transform their lives, overcome challenges and achieve their dreams. Fueled by Cecilia and Rodolfo’s steadfast focus on nurturing talent, the agency has been able to bring over 5,000 agents into the industry and has efficiently expanded into 49 states and Puerto Rico.

Cecilia and Rodolfo live in Houston, Texas, with their three sons. Cecilia feels honored and blessed to be a mother — spending time with her husband and children is what she loves the most.

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.

With over 30 years of experience in the insurance industry, John has become a trusted and respected expert in helping clients and partner agents navigate complex financial decisions. His specialized focus on Medicare and the senior benefit market has empowered him and his dedicated team of agents to serve the needs of thousands of grateful clients.

John resides in Owings Mills, Maryland, and is the proud father of two adult daughters, Johana and Tyanna. He is a sports enthusiast with a special passion for football and loves exploring travel destinations around the world.

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 has built an exceptional agency. His agents are known as the “Boots on the Ground Team,” and they specialize in helping thousands of seniors and veterans across the country with their insurance needs. As the agency grew, Everett successfully developed a personal integration team using grassroots and virtual marketing strategies to better reach clients and clinics in the communities the agency serves.

Everett and his family currently reside in Glenwood, Illinois, a suburban community near Chicago. In his spare time, Everett enjoys watching movies, listening to music, attending sporting events and traveling to warm destinations with family and friends.

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, instilling a commitment to face life’s challenges head-on without excuses.

After graduating from Salem State University with a degree in business, Marysa embarked on a career in insurance, driven by a desire to help others. Marysa has dedicated herself to providing insurance solutions, training agents and transforming lives. Marysa’s sister and business partner, Christina Maggio, has also been an inseparable part of her journey. Their strong bond and shared experiences have been pivotal to their success.

Marysa lives in Boston with her partner in business and life, Rami Hamady. In her free time, she enjoys connecting with nature, outdoor activities, cooking and personal development.

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 efforts.

With a degree in journalism, Clarissa leverages her communication and people skills to build influential platforms, including ownership of a local radio station La Pistolera (95.9 FM) and newspaper, as well as building a robust social media presence used to educate and engage with her community in southern Texas. Today, as a co-operator of CDA Insurance Solutions, alongside Eric Fierro, Clarissa continues to empower thousands annually, combining her vast industry experience and community commitment to deliver unparalleled service.

Clarissa and her family reside in Roma, Texas. As a proud Latina, Clarissa infuses her cultural heritage into her approach to family, business and personal interests. In her spare time, she enjoys spending quality time with loved ones and curating content for her newspaper and radio station, where she also serves as a DJ.

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, focusing on Medicare Advantage and Medicare supplements. As the Director of Sales & Marketing for a national FMO, Eric spent 12 years enriching insurance agents and clients with his expertise.

In 2018, Eric co-founded an enrollment call center, where he managed a multi-million dollar advertising budget, generated more than 150,000 leads and lead a team to produce thousands of applications annually. Currently, Eric co-operates CDA Insurance Solutions with Clarissa Gonzalez, aiming to revolutionize client service through technology, marketing and community outreach.

Eric and his family reside in Chandler, Arizona, where he prioritizes spending time with his family — traveling, watching movies together and supporting his children’s athletic pursuits. Additionally, Eric is a thriving podcast host and technology enthusiast, actively conducting interviews, monitoring trends and expanding his platform.

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. Sheena’s diverse upbringing, coupled with her athletic and academic achievements, has solidified her dedication, resilience and passion for empowering American families.

After a decade of success in the corporate world, Sheena transitioned to the insurance industry, guided by her partner in life and business, Matt Sapaula. Together, they co-founded MoneySmartMovement, an agency that has redefined financial services through leadership development, financial education and an unwavering commitment to community empowerment.

Sheena and Matt reside in Frisco, Texas, with their vibrant blended family of five children. Sheena’s leadership extends beyond business. As Chairwoman of the Field Advisory Board at PHP Agency, she advocates for diversity within the industry and champions the representation of the middle class. Sheena’s story is a testament to her belief in the transformative power of education and her commitment to securing the financial future of American families.

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 States Marine Corps.

Transitioning from combat veteran to insurance and financial services leader, Matt has spent over two decades carving out a distinguished career in the industry under the mentorship of Patrick Bet-David of PHP Agency. He and his wife, Sheena Sapaula, have worked together to make MoneySmartMovement one of the most innovative and fastest-growing agencies in the nation.

An author, speaker and YouTube influencer, Matt’s work spans from the best-selling book Faith-Made Millionaire to his engaging 7 Figure Squad YouTube channel, where he shares insights in achieving financial independence through faith-based principles. His interviews with leading luminaries from all walks of life underscore his influence and reach.

Matt and Sheena reside in Frisco, Texas, with their vibrant blended family of five children. His journey from humble beginnings to financial empowerment embodies his commitment to mentorship, leadership and the pursuit of a life filled with purpose and passion.

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 journey began in the fundraising sector, where his entrepreneurial spirit led him to establish a successful company after years as a consultant. This venture supported schools across the nation and showcased his commitment to making a significant impact. The experience ultimately led Juan to open his own insurance agency in Houston, Texas.

Throughout his insurance career, Juan has had remarkable milestones. He was honored as a Family First Life Hall of Fame producer for three consecutive years and earned the distinction of the top IUL producer in 2022. Juan’s passion extends beyond personal accolades, as he is deeply committed to mentoring new agents, guiding them towards success and fulfillment in their careers.

Juan lives in Houston with his wife, Julie, and their daughter, Tatiana. A man of many passions, Juan finds joy in playing tennis and indulging in travel adventures with his family, exploring the world and embracing new experiences.

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 old, he launched his own landscaping venture, laying the foundational stones of hard work, dedication and the profound impact of serving families.

His early exposure to entrepreneurship steered Jorge toward the insurance industry at the age of 18. Today, he leads Unity agency — a fast-growing powerhouse with thousands of licensed agents across the nation. Jorge’s unwavering commitment to leadership and character development has fostered an environment where agents can thrive and become successful independent brokers who share his passion for service.

Beyond his professional achievements, Jorge is devoted to creating a lasting family legacy alongside his wife, Daniela, and their sons, Jorge III and Zion. He constantly strives to show how putting the needs of others first can help build not just a business, but a life filled with pride and purpose.

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 authentic relationships to guide clients through the insurance landscape. Leading a team of licensed agents, Eric prioritizes product knowledge, empowering informed decisions. He upholds core values of integrity, respect, and value provision, fostering enduring relationships established in his previous role.

Eric currently resides in Atlanta, Georgia, with his wife and business partner Leslie. They are proud parents to six sons and enjoy spending quality time with family and their grandchildren. Eric is passionate about maintaining an active lifestyle, including as a food enthusiast, experimenting with diverse cuisines.

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 skills have proven invaluable since joining alongside her partner, Eric. She remains dedicated to assisting clients in understanding their healthcare coverage options and serves as a reliable resource for the Axxess team, offering guidance on client enrollment. Leslie’s mission revolves around ensuring Axxess Benefit Consultants positively impacts everyone involved. Upholding professionalism and integrity in all interactions, she prioritizes client and team satisfaction, driven by genuine care for people.

Leslie resides in Atlanta, Georgia with her husband and business partner, Eric. They are proud parents to six sons and enjoy spending quality time with family and their grandchildren. Leslie is a certified health coach and shares her passion of service by helping others in their health journeys.

Andrew Gaines is the Founder of Nobility Financial.

As a former pastor, Andrew has deeply planted roots in community service and nonprofit leadership. He earned a B.A. in political science and a master’s degree in counseling and adult development from Azusa Pacific University. He has devoted his career to empowering people to unlock their true potential and pursue their highest purpose.

Andrew’s transition into insurance and financial services in 2011 marked the beginning of a remarkable journey centered on a commitment to growth, leadership and the transformative power of helping others achieve their dreams. Under the expert guidance of Andrew and his wife and business partner, Jennifer, Nobility Financial has emerged as a powerhouse for nurturing entrepreneurial spirit among second-career professionals, bringing many individuals and couples into the insurance business.

Andrew believes that true nobility lies in overcoming one’s former self — a principle he lives through his dedication to service. He is grateful to enjoy a fulfilling life near Dallas, Texas, with Jennifer and their beloved dogs.

Jennifer Gaines is the Founder of Nobility Financial.

A proud graduate of Azusa Pacific University with a bachelor’s degree in fine art, Jennifer’s career has spanned various roles that underscore her commitment to education, creativity and leadership. Her experience working for Azusa Pacific University’s nursing school and nonprofit organizations inspired Jennifer to enter the insurance and financial services industry alongside her husband, Andrew. Together, they launched Nobility Financial in 2011.

Jennifer has been instrumental in redefining agent training and the client experience. Her deep commitment to fostering strong partnerships in business and life, along with her operational leadership, has helped Nobility Financial serve thousands of agents, advisors and consumers — and propelled the agency to national recognition.

Residing near Dallas, Texas, with Andrew and their two dogs, Jennifer balances her professional achievements with a love for art, animals and the deep satisfaction of making a meaningful difference in the lives of those she serves.

Robert “Rob” Strachan is President of Strachan Health Insurance Partners.

Rob is a graduate of The Ohio State University where he was a four-year letterman with the men’s varsity soccer team. He began his insurance career at a leading commercial insurance company in Columbus, Ohio, where he was quickly promoted to a district management position and oversaw field underwriting, inspections and pricing for Southeast region agencies.

Born into the insurance industry, Rob has had the privilege of observing lifelong client relationships developed by his father and grandfather. Their example fostered in him a commitment to always provide clients with unparalleled service and continue the family tradition. In 2011, Rob joined Strachan Casale Insurance, leading to the formation of Strachan-Novak Insurance, where he became President in 2019 and led to founding Strachan Health Insurance Partners.

Rob’s dedication to excellence is evident in achieving the Certified Insurance Counselor (CIC) designation in 2014, placing him among the elite in risk management. He continuously examines opportunities to better himself, his team and the agency. Much of Rob’s free time is devoted to coaching soccer, serving on several non-profit boards, and mentoring other insurance agents through local networking groups.

Rob lives in Hudson, Ohio, with his wife and three sons. Together, they enjoy playing soccer, hiking, fishing and engaging in various outdoor adventures.

Chris Hart is the Founder of SOS Financial Agency.

Growing up in Compton, California, Chris was inspired by his parents — a postal worker and a daycare owner — to embrace hard work and community service. After a successful career in sales and driven by a desire to utilize his gifts for leadership and empowerment, he ventured into the financial services sector by joining PHP Agency at age 27. Later, he co-founded SOS Financial Agency with his wife, Vicena. It was a pivotal decision reinforced by their shared focus on faith, family and community.

Chris’s leadership at SOS Financial Agency reflects his deep commitment to financial education and inclusivity. Under his guidance, the agency works to help Americans better understand financial risks like inflation, healthcare costs and procrastination with finances. Chris has been instrumental in shaping a diverse and dynamic team that addresses the needs of a wide range of underserved markets.

Chris resides in Silver Spring, Maryland, with Vicena and their three children. He is devoted to his community, often speaking at events that empower individuals to achieve financial independence and advocating for financial literacy.

Vicena Hart is the Founder of SOS Financial Agency.

Raised in Southern California, Vicena transferred her extensive experience in retail sales to the insurance industry after relocating to Maryland to co-found SOS Financial Agency alongside her husband, Chris. Her early role in supporting the business evolved significantly, showcasing her ability to manage and develop vital operational aspects of the agency. Vicena’s dedication to administrative excellence and agent onboarding played a crucial role in scaling the agency and helping it achieve substantial revenue growth.

From the start, Vicena has been a pivotal figure in SOS Financial Agency’s national expansion, emphasizing the importance of personalized client relationships and comprehensive financial solutions. Her leadership is characterized by a commitment to professional growth opportunities for agents and exceptional service to clients, while working to ensure the agency’s values align with its practices.

Vicena resides in Silver Spring, Maryland, with Chris and their three children. Balancing a demanding career with an active personal life, she enjoys engaging in fitness activities and exploring new travel destinations with her family.

Chase Gruening is the Founder and CEO of Gruening Health and Wealth (GHW).

With a background enriched by a degree in fitness and sports from Milliken University — and diverse experience that includes coaching college football — Chase’s life and career took a pivotal turn in 2016 when he founded GHW. His passion for leadership, teaching and making a tangible impact on others’ lives found a new avenue in the insurance industry.

Under Chase’s expert guidance, GHW has become a respected leader in educating Americans on their Medicare and retirement planning options. The agency reflects Chase’s deep commitment to team development and strong focus on achieving consistent personal growth.

Chase resides just outside of Nashville, Tennessee, and cherishes time spent with his wife, Emily, their daughters, Remi and Hunter, and dog, Rip. His life story is a testament to the power of transition, dedication and the relentless pursuit of impacting lives positively through service and education.

Gregory Seals is the President of Northern Ohio Health and Wellness Benefits.

A University of Toledo alum, Gregory was a standout player for the Toledo Cherokee Junior B Hockey Club and later founded the school’s club hockey team. The business acumen he developed in college led Greg to the insurance industry in 1999, when he began working for an industry leader specializing in long-term care for the senior market. His expertise rapidly expanded to include mutual funds and annuities, solidifying his role as a key figure in financial services.

Gregory’s career has been characterized by a relentless pursuit of excellence and a deep commitment to client service. In 2015, he founded Northern Ohio Health and Wellness Benefits. Five years later, he transitioned the business to an independent agency model that now supports agents in nearly every state. His dedication to the industry is further demonstrated by his attainment of the Certified Medicare Insurance Planner and Corporate Registered Investment Advisor designations.

Gregory resides in Toledo, Ohio, where he continues to engage with his community, mentor young professionals and enjoy family life with his wife and three children. His personal interests include hockey, mentoring athletes and enjoying the outdoors near the Great Lakes.

Jorge Collado is the President of IDEA Insurance Agency.

Jorge embarked on his insurance career with a focus on Medicare Advantage sales, laying a strong foundation with four years at UHC followed by field sales roles. His journey through the insurance landscape is marked by significant accolades, including being named Agent of the Year twice and achieving top sales agent due to his dedication to serving his community.

Under Jorge’s leadership since 2019, IDEA Insurance Agency has seen exponential growth. His leadership is characterized by a commitment to training and compliance, ensuring that his agency stands as a model of excellence and innovation in the insurance industry. Jorge has also earned the prestigious “Top Agency of the Year” award twice, a testament to his effective growth strategies and strong agency culture rooted in the I-CARE values of Integrity, Commitment, Accountability, Results-Oriented and Excellence.

Jorge resides in Orlando, Florida, where he continues to influence the insurance sector profoundly. He enjoys spending time with his wife, Maria, and their family, and contributing to community initiatives that reflect his deep commitment to ethical leadership and service.

Maria Collado is the Vice President of Operations at IDEA Insurance Agency.

Starting her insurance career in 2018, Maria quickly transitioned from a field broker to a pivotal leader within IDEA Insurance Agency. Her background in sales, operations and marketing has been instrumental in her rapid success, from managing hundreds of clients in her first year to now shaping the agency’s strategic direction.

Maria’s expertise is crucial in developing IDEA Insurance Agency’s unique marketing plans and agent support strategies, ensuring agents are well-prepared from the outset of their careers. Recognized with top agent awards during Medicare AEP and OEP seasons, Maria’s leadership extends beyond business operations to significant contributions in agent training and experience enhancement at IDEA Insurance Agency.

Living in Orlando, Florida, with her husband, Jorge, and their family, Maria balances her professional achievements with personal dedication to her community and family. Her passion for empowering others is reflected both in her career and her commitment to fostering a nurturing and supportive environment at home and in the workplace.

Michael Pfeil is the President of Allegiance Financial Group.

Michael initiated his venture into insurance in 2015, driven by a passion for blending technology with traditional sales strategies. His entrepreneurial spirit and keen insight into market needs led him to establish Allegiance Financial Group, with the goal of innovating life insurance sales across the nation.

Under his leadership, Allegiance Financial Group has soared, placing millions in annual premiums and expanding its influence across the United States. Michael has cultivated a culture of excellence within the agency, emphasizing the importance of advanced technological tools and comprehensive training programs. His efforts have not only resulted in significant revenue growth but have also earned Allegiance Financial Group accolades for outstanding performance and innovation in the field.

Michael lives in Bel Air, Maryland, with his wife of 33 years, Susan. Together, they cherish spending time with their two children, Kennedy and Harris, and participating in community initiatives. He enjoys staying active and engaged through travel and outdoor activities with his family.

Katiry González is President of Gosen Insurance Group.

Katiry has nearly 15 years of experience in the health insurance industry. She began her career in Puerto Rico, where she discovered her passion for working with seniors. In 2015, Katiry moved to Florida with her family and was soon recognized as a top sales agent in one of Central Florida’s largest agencies. She founded Gosen Insurance Group in 2017 with her husband, Alex, who serves as Vice President of the company.

Katiry is passionate about Medicare, and her enthusiasm has led her to master every detail of the program. Together, she and Alex have developed training strategies that have led their agents to become top sales performers and achieve consistent and lasting success. The agency has grown to include multiple offices and partners in Central Florida — all of which are aligned with Gosen’s vision to provide unparalleled service to the Hispanic community.

Katiry resides with Alex in Kissimmee, Florida. She enjoys spending time with their five children and grandson — and loves impacting the lives of consumers through her exceptional customer service and empathy toward seniors.

Alex Dávila is Vice President of Gosen Insurance Group.

Alex has earned a strong reputation as a leading marketing strategist who advises Medicare partner companies and motivates Medicare agents to grow. His keen insights and proven expertise have been key factors in Gosen Insurance Group’s rapid growth and ongoing success.

Alex began his career in the insurance industry in Puerto Rico in 2014. He moved to Florida with his family the next year, driven by a dream to work with various insurance companies to meet the underserved needs of the Hispanic community. In 2017, Alex co-founded Gosen Insurance Group with his wife, Katiry. Together, they have made a significant impact on the Hispanic community in Central Florida — especially helping seniors navigate the complexities of Medicare.

Alex and Katiry live in Kissimmee, Florida, and they have five children and one grandson. In 2022, their deep passion for service led their family to establish Gosen Faith and Hope Foundation — a nonprofit organization focused on supporting seniors in a variety of important ways.

Flor Orellana is a Founder of Power Team Financial Services.

Born in Lima, Peru, Flor’s early years in the city of El Callao taught her resilience and the value of hard work. Her parents’ sacrifices enabled her to receive a private education, which laid the foundation for her competitive spirit and leadership skills.

At age 21, Flor immigrated to the United States, facing numerous challenges and with only to $200 to her name. Determined to succeed, she worked various jobs and eventually entered the insurance industry, where she quickly rose to prominence as a top salesperson. In 2015, she joined forces with her husband, Cristian, to open their first insurance office. Together, they have built a thriving business. Flor’s dedication to empowering other women and her strategic vision have been instrumental in the agency’s rapid growth.

Flor lives in Corona, California, with Cristian and their children Aileen, Joy, Junior and Grace. Flor is deeply passionate about reading, cooking, and spending quality time with her family. Her journey from immigrant to successful business leader is a testament to her perseverance and commitment to excellence.

Cristian Orellana is a Founder of Power Team Financial Services.

Born in San Pedro Sula, Honduras, Cristian grew up in humble circumstances, driven by strong values instilled by his parents. His mother’s battle with breast cancer and his subsequent immigration to the United States profoundly influenced his determination to succeed and provide for his family.

Cristian’s business journey began early. After working various jobs to support his family, he ventured into the transportation business and later, insurance. In 2015, he and his wife Flor opened their first property and casualty insurance office. Cristian’s leadership and commitment have helped the agency expand into life insurance and retirement planning, open multiple locations and grow exponentially. Cristian’s dedication to educating families on financial services continues to be a cornerstone of the agency’s success.

Cristian resides in Corona, California, with Flor and their four children. Cristian is passionate about soccer, a sport deeply rooted in his upbringing. His family’s involvement in the business and his active participation in community initiatives reflect his commitment to creating a lasting impact.

Michael Graham is the President of Comprehensive Benefits, LLC.

Michael joined Comprehensive Benefits, headquartered in St. Louis, Missouri, in 2016. His journey into the insurance industry was shaped by fifteen years spent in the long-term care sector, where his work in nursing homes fostered a deep respect for those who dedicate their lives to caring for others. That experience ultimately led to his commitment to serve the senior market with empathy and excellence.

Under Michael’s leadership, Comprehensive Benefits has grown from a small team to a robust network of agents located in dozens of states and serving thousands of clients. His “we take care of those who took care of us” philosophy guides the agency’s approach to client service, ensuring that every interaction is driven by a sincere desire to help. Outside of his professional life, Michael is deeply involved in community service. He serves as President of both the Aging Ahead Foundation and Love in Action community outreach, where he continues to advocate for senior care. He is also the co-author of the book Senior Care 2.0 and a contributing author to the book, Shift with Intention and Soar! Your guide to Manifesting Your Best Life. 

Michael and his wife, Jennifer, have been married for over 30 years and have three children, two of whom are actively involved in the family business. Now entering the next chapter in life, Michael and Jennifer are awaiting their first grandchild. In his free time, Michael enjoys hockey, camping, gardening, traveling and exploring the great outdoors with his family.

Mark Minton is the Principal of Comprehensive Benefits, LLC.

Mark founded Comprehensive Benefits in 2014, following a career-defining moment that spurred a desire to create new opportunities for displaced agents. With nearly 20 years of experience as an independent financial advisor, Mark has been pivotal in steering the agency toward growth and stability.

Mark believes in creating an environment where agents are supported as they navigate the complexities of the insurance market. His vision for Comprehensive Benefits was clear from the start — he wanted to build an agency that not only supported agents, but also empowered them to thrive in a competitive industry. In many ways, Mark has brought that vision to life. His leadership has helped expand the agency’s footprint, with a team of dedicated agents now serving thousands of clients in dozens of states. He has also cultivated a culture of resilience and innovation, ensuring that Comprehensive Benefits remains at the forefront of client service and agent development.

As the married father of two sons, Mark cherishes time spent traveling with his family in their RV, often visiting national parks and enjoying the tranquility of nature. His commitment to balancing work and family life is evident in the way he integrates his personal values into his professional endeavors, ensuring that both his family and his business flourish.

James Ha is the Principal of JHA Health Advocates.

James’s journey began when he immigrated from Korea to the United States with his family. From an early age, he had a deep sense of responsibility and a desire to help others and create a better life for those around him. Recognizing the challenges that many individuals face when trying to understand their health insurance options, James dedicated himself to providing education and guidance with clarity and compassion.

That focus led James to establish JHA Health Advocates. Under his leadership, the agency has become known for its personalized service and unwavering commitment to client satisfaction, ensuring that every client feels valued and supported. James’s innovative approach and deep understanding of Medicare have made him a respected figure in the industry — and the expert team he has assembled shares his vision for delivering solutions that fit specific client needs.

James resides in New Jersey with his wife of more than 30 years, Jin Oak. He is the proud father of three adult daughters and credits his wife as the strong female force in their family. He is also an avid golfer and passionate traveler, his explorations taking him from the Caribbean to Hawaii and numerous destinations in between.

Jacob Anderson is the President of Senior Insurance Solutions.

Jacob has been a distinguished figure in the health and life insurance industry since 1997. Early in his career, he was recognized as the highest volume producer for a major carrier in his first full year. He then went on to receive a total of 13 top production awards from several major carriers.

Jacob’s career has been marked by relentless dedication and exceptional service. In 2008, he established Senior Insurance Solutions in Tennessee, creating a beacon for Medicare-focused senior market professionals across 40 states. Under his leadership, the agency’s team prioritizes education over sales tactics and has assisted tens of thousands of seniors in navigating the complexities of Medicare.

Jacob attended Lee University, where he met his wife, Tonia. They have two children, Benjamin and Bethany, and reside in Cleveland, Tennessee. Apart from his professional achievements, Jacob is a licensed pilot who cherishes the freedom and perspective flying brings.

Sam Hoyek is the President and CEO of Senior Security Insurance Partners (SSIP).

Sam began his career in the insurance industry over 36 years ago, driven by a desire to make a difference in the lives of individuals navigating complex healthcare and financial landscapes. With extensive experience in both field and corporate roles, Sam established SSIP to create a collaborative environment where agents are not just team members, but leaders.

Under Sam’s leadership, SSIP has become a respected name in health, life, retirement, long-term care, and legacy planning. Sam holds multiple professional designations, including Chartered Federal Employee Benefits Consultant (ChFEBC), Certified Long-Term Care Consultant (CLTC), and Certified Senior Advisor (CSA), underscoring his commitment to expertise and excellence in service. His agency operates on the principle of making a positive impact one person at a time, reflecting a deep-seated commitment to client care.

Sam lives in Mansfield, Ohio, with his wife, Meri, and their two children, Elizabeth and Joseph. He is passionate about beekeeping, drawn to the industrious nature and teamwork of bees — qualities he instills in his professional life. Sam also enjoys spending time at his lake house with family and friends, embracing the balance of hard work and relaxation.

Navdeep Kalsi is the President of Kalsi Insurance Agency.

Navdeep’s journey began when he immigrated to the United States, inspired by his family’s vision to achieve the American Dream through hard work and determination. From an early age, he was driven by a deep commitment to help others succeed. Navdeep earned a master’s degree in financial planning from California Lutheran University and gained experience in several leadership roles at Fortune 500 companies. Through it all, he developed a passion for empowering people to reach their full potential.

That passion led Navdeep to establish Kalsi Insurance Agency with a focus on serving the senior market and immigrant communities. The agency quickly became recognized for its personalized service and steadfast dedication to client care. Navdeep’s innovative approach to understanding community needs has made Kalsi Insurance Agency a trusted name in senior insurance and financial services. He has assembled a team of multilingual agents who share his commitment to ensuring that every client receives the support they need in their preferred language.

Navdeep lives in Southern California with his wife and three children. When he’s not busy delivering exceptional care and service to agents and clients, he enjoys taking road trips across the United States, exploring its diverse landscapes with his family.

Chester Ash is the CEO of C. Ash Group.

When Chester was recruited into the insurance industry, he was intrigued by the opportunities it offered. Within just six months, he became a broker and quickly embraced the challenge of team building. In 2010, Chester founded C. Ash Group, driven by a vision to provide personalized care and service to individuals and families navigating their insurance options. Under his leadership, the agency has grown significantly, making a significant impact on communities through life insurance, Medicare coverage, annuities and more.

Chester has been inspired by many influential figures in his life, including his mother and grandfather, and his commitment to service and community continues to be the driving force behind his success. He believes that life insurance didn’t just save his life — it forever changed it. For Chester, serving others has been the catalyst that helped him grow as a husband, father, son and professional. That’s why he is deeply passionate about giving back and helping people in his community achieve financial security.

Chester lives in Cleveland, Ohio, with his wife Sheronnett (Sherri). Together, they have five children and seven grandchildren. When he’s not leading his team or serving his community, he enjoys riding his Harley-Davidson along any coast he can find.

Sheronnett (Sherri) Ash is the Vice President of Operations at C. Ash Group.

Sherri’s professional journey is defined by her commitment to service and dedication to supporting her family and community. She earned a BA in business administration from Tiffin University and spent 31 years working for the State of Ohio. Those experiences have empowered her to bring a wealth of knowledge and leadership to C. Ash Group, where she works alongside her husband, Chester Ash. Sherri plays a vital role in the agency’s day-to-day operations and contributing to the family-oriented culture that sets C. Ash Group apart.

Guided by the core principle of “trust God and love others,” Sherri is fiercely proud of her work in helping seniors navigate their Medicare options. Her passion for giving extends beyond the agency — she is also deeply involved in her church and community, volunteering for a wide range of causes. Sherri’s dedication to her faith, family and community is a testament to her strong character and deeply held values.

Sherri and Chester reside in Cleveland, Ohio. They share a love for travel and enjoy spending time together near the lake and ocean, as well as with their five children and seven grandchildren.

Jack Yiu is the President of Family Financial and Insurance Services.

Jack’s strong foundation for success was built on a degree in accounting from the University of Southern California and experience as the Director of Sales for a leisure cruise company. However, it was his passion for making a difference in people’s lives that ultimately led him to his true calling in the insurance field. In 2009, driven by a desire to help families secure their futures, he began his journey in the industry — focusing on selling final expense insurance.

In 2015, Jack founded Family Financial with a vision to provide comprehensive insurance solutions that protect families at every stage of life. Under his leadership, the agency has become known for its personalized approach and commitment to empowering agents and clients. Jack’s dedication to building a supportive environment for his team has allowed Family Financial to grow rapidly, attracting agents who share his deep desire to make quality insurance accessible to all, one policy at a time. Today, the agency is recognized for its expertise in life insurance, mortgage protection and retirement planning.

Jack lives in Altadena, California, with his wife and son. When he’s not leading his team or serving clients, he enjoys sunny days spent grilling, swimming and worshipping with his family.

Elka Soussana is the President and CEO of Simpler Horizons Insurance Solutions.

Elka’s journey in the Medicare insurance industry began in 2012 when she set out to help simplify the often complex and overwhelming process of securing Medicare health coverage. With a strong passion for clarity and efficiency, she co-founded Simpler Horizons Insurance Solutions. The agency has since grown to support a large network of independent agents who provide personalized assistance to seniors.

Her expertise and leadership have positioned Elka as a respected figure in the industry. In addition to leading the agency, she currently serves as the Medicare Board Chair of California Agents and Health Insurance Professionals (CAHIP) – LA chapter, and as an advisor for the Foundation for Senior Services. Elka has built a reputation for guiding both her agents and the seniors they serve through the intricacies of Medicare, ensuring they have the information they need to make confident and informed choices.

Elka resides in Los Angeles, California, with her husband and their four children. Outside of her professional commitments, she loves traveling and baking family favorites, as well as playing golf and mahjong with friends.

Jason Jones is the President of Community Insurance Partners.

Jason’s journey began in Greenville, Alabama, where he was inspired by his father, a funeral director and mayor, to pursue a life of service. Driven by a desire to help others, Jason chose a career in medical social work. He earned a bachelor’s degree from Troy State University and later completed a Master of Public Administration degree from the University of South Alabama. His extensive work in healthcare, as a clinician and later as an administrator with a national health plan, fueled his passion for service and leadership. This experience eventually led him to explore a new path in the insurance field.

In 2010, Jason founded Community Insurance Partners with a vision to integrate social work principles into insurance services. Under his leadership, the agency has gained a stellar reputation for its relationship-based approach, focusing on building community connections to help seniors navigate their healthcare options. His innovative methods have redefined how agents serve their clients, ensuring that every interaction is an opportunity to improve lives. His unwavering commitment to service and belief in the power of relationships continue to guide his mission at Community Insurance Partners.

Jason resides in Alabama with his wife, Cindy. When not leading his team or engaging with the community, Jason enjoys traveling and spending time with his wife and daughter.

Jose Gaytan is a Founder of TGA Financials.

Jose’s journey into entrepreneurship was inspired by his mother, a single parent and immigrant from Mexico who ran her own business in California. Watching her build a life through hard work motivated him to pursue his own dreams. After gaining experience in sales working in corporate collections, Jose founded TGA Financials in 2009, with a vision to create an agency combining strong family values with financial empowerment.

Under Jose’s leadership, TGA Financials has grown from humble beginnings to a network of thousands of licensed agents spread across dozens of offices. With a specialized focus on serving the Latino community, the agency emphasizes trust, family, and a supportive environment for agents and clients alike. TGA Financials has become a trusted name in life insurance and retirement solutions, dedicated to helping families create lasting financial legacies.

Jose lives in The Woodlands, Texas, with his wife, Marlene, and their children. His commitment to family, community and mentorship remains the foundation of his work at TGA Financials.

Marlene Gaytan is a Founder of TGA Financials.

Marlene’s entrepreneurial spirit was ignited early. An immigrant from Mexico, she experienced success by age eighteen working as a loan advisor. Her faith in the American Dream led her to co-found TGA Financials with her husband, Jose, in 2009. Marlene is a published author of Multi-Million Dollar Power Couple, which speaks to her commitment to helping individuals and families in diverse communities achieve their own financial goals. Her influence at TGA is felt in the agency’s focus on family, integrity and community.

In addition to her role at TGA, Marlene leads seminars on personal finance and hosts the Ultimate Marriage Seminars, further amplifying her belief in building strong partnerships both in business and life. She is dedicated to guiding couples and families toward financial independence, while constantly reinforcing her and Jose’s shared vision for TGA Financials as a place where clients feel supported and inspired to succeed.

Marlene lives in The Woodlands, Texas, with her family. She enjoys traveling and spending time with her children. Marlene’s dedication to her family and her community is evident in all aspects of her life and work.

Salvador “Sal” Alcantar is the Co-President of Senior Med. Solutions.

Sal’s insurance journey began in 2004 when he worked as a Spanish translator for his mentor. Inspired by the opportunity to meet the needs of underserved communities, Sal became a licensed agent and dedicated himself to helping individuals access quality health coverage. In 2007, he co-founded Senior Med. Solutions with his wife, Angelene Alcantar, with a specialized focus on Medicare.

Senior Med. Solutions has since become a trusted name in the industry, and Sal’s innovative approach has helped build a strong team that is passionate about serving seniors and low-income families. The agency’s “Feet on the Street” model continues to be a cornerstone of its outreach efforts, connecting agents directly with those who need help the most. The model is driven by Sal’s commitment to personal development and community engagement.

Sal resides in Snowflake, Arizona — the town where he grew up and plans to live for the rest of his life. The proud father of five children, Sal enjoys coaching youth sports, traveling with his family and DJing community events.

Marcos Alcantar is the Co-President of Senior Med. Solutions.

Marcos began his career in sales, starting with door-to-door alarm distribution before becoming a licensed insurance agent in 2009. Drawn by his brother Sal’s success in Medicare, Marcos joined Senior Med. Solutions in 2011, bringing his entrepreneurial spirit and expertise in grassroots marketing. His deep commitment to underserved communities has been key to the agency’s growth and success.

Marcos is deeply passionate about supporting families and giving back to the community. His personal experiences, including the loss of his young son to cancer, have shaped his compassionate approach to client care. He has also been instrumental in implementing the agency’s innovative “Feet on the Street” lead-generation model, which focuses on direct community engagement to address health coverage needs.

Marcos lives in Gilbert, Arizona, with his three sons. Outside of work, he spends time supporting pediatric cancer groups, playing sports with his children and enjoying the outdoors.

James Jun is the Principal of Reversus Insurance Solutions.

James immigrated to the United States from Korea at the age of 12, carrying with him a strong work ethic and a drive to succeed. After earning a degree in civil engineering from UC Irvine and an MBA from the University of Southern California (USC), James explored a variety of business roles before discovering his true calling in the insurance industry as a multicultural manager for a leading national carrier. James soon recognized a significant gap in how ethnic communities accessed Medicare solutions. Inspired to help bridge this divide, he launched Reversus Insurance Solutions.

Under James’ leadership, Reversus has grown into one of the largest multicultural Medicare-focused agencies in Southern California, serving seniors across diverse communities. Ninety percent of his agents speak a second language, representing over 20 languages, including Korean, Mandarin, Vietnamese and Spanish. This specialized focus allows Reversus to transcend language barriers, ensuring seniors receive the quality coverage guidance they deserve. James has built a trusted team committed to putting clients’ needs first, cultivating an agency that values integrity, inclusivity and service.

James resides near Los Angeles, where he enjoys playing basketball, hiking local trails and traveling. Driven by a desire to give back, he also dedicates time to mentoring young entrepreneurs and supporting his local community through charitable initiatives, such as the Tech Coast Angels organization.

Wylie Hawkins is the CEO of Hawkins Insurance.

Wylie Hawkins’s journey into the insurance industry began when he was introduced to sales at the age of 20. With a background in hospitality management and a strong work ethic, Wylie found insurance aligned perfectly with his values. Motivated by the opportunity to make a difference in people’s lives, he quickly transitioned from agent to managing his own business, Hawkins Insurance — a growing insurance agency dedicated to protecting middle-class Americans and veterans.

Under Wylie Hawkins’s leadership, Hawkins Insurance has become a trusted resource for life insurance solutions, specializing in final expense, mortgage protection, term life, indexed universal life (IUL) and annuities. Wylie is known for building and developing a high-performance team, traveling nationwide to train agents and foster leadership within the organization. His focus on teamwork and passion for client-first service has driven the agency’s growth and success.

Wylie Hawkins lives in Charlotte, North Carolina. When he’s not working, he enjoys playing basketball, exploring local food spots and spending time with his family.

Kirk Moyes is the President of Moyes & Associates.

Kirk’s career in the insurance industry began after years of entrepreneurship, owning multiple businesses and rental properties. Seeking a profession that aligned with his passion for service, he transitioned into Medicare sales and built a successful career as a top producer at a leading carrier. With a commitment to providing seniors with trusted healthcare solutions, he founded Moyes & Associates and developed an agency known for its client-focused approach and strong industry relationships.

At Moyes & Associates, Kirk and his team work closely with healthcare providers to ensure seniors receive expert guidance on their Medicare options. The agency conducts Medicare education sessions in doctor offices, collaborates with nurse practitioners and stays engaged with the medical community to bridge the gap between healthcare and insurance. With licensed agents in 22 states, Moyes & Associates continues to expand its reach while maintaining its core values of integrity and personalized service.

Kirk resides in Pittsboro, Indiana, with his wife, Allison. He is a proud father to his daughter, Ashley, and son, Jordan — both of whom are actively involved in the family business. Outside of work, Kirk enjoys hunting, fishing, collecting antique tractors and volunteering as a “Yellow Shirt” at the Indianapolis 500.

Matthew Ruddick is the President of Key Retirement Solutions.

Raised in a small farm town in Illinois, Matthew learned the value of hard work from his family, who operated small businesses. After earning a degree in economic finance and playing baseball at Rockford University, he gained experience in various industries before discovering his passion for helping others through insurance. Matthew founded Key Retirement Solutions with a vision to create an agency that values collaboration, integrity and community.

Under Matthew’s leadership, Key Retirement Solutions has rapidly grown to include a large network of agents across the United States. The agency specializes in Medicare, life insurance and retirement planning, serving clients with innovative solutions and personalized care. Matthew’s approach to service emphasizes partnership and empowerment, fostering a close-knit team culture known as the “KRS family.” His dedication to training agents and leveraging technology has made Key Retirement Solutions a trusted name in the industry.

Matthew lives in Aurora, Illinois, with his wife, Keri, and their three children. When he’s not leading his team or serving clients, Matthew enjoys traveling in his family’s RV and exploring the outdoors with his kids.

Daniel Farlow is the Co-President of The Modern Insurance Store.

Daniel attended Western Carolina University, graduating with a Bachelor of Science in Business Administration in professional sales and marketing. He also spent significant time abroad studying entrepreneurship and finance at the Hogeschool West-Brabant in Breda, Netherlands. After completing his studies, Daniel entered the insurance business in the spring of 2000. He quickly established a successful career as a life and health agent, with a highly personal approach focused on delivering the right solutions to his clients.

Daniel’s success as an agent ultimately led him to become an agency owner. In 2013, he formed what is now The Modern Insurance Store. Based outside Cincinnati, Ohio, The Modern Insurance Store works with independent agents in more than two dozen states. The agency’s cutting-edge marketing and sales techniques empower agents to be more confident, knowledgeable and successful in meeting consumer needs.

Daniel is a proud husband and father. He has two children who are active in youth sports and he enjoys spending time coaching and participating in the development of each of them.

Anthony Selm is the Co-President of The Modern Insurance Store.

Since 2013, Anthony has been proudly helping retirees, self-employed individuals and small business owners navigate Medicare, health and life insurance. With nearly two decades of insurance industry experience, he utilizes an education-first, concierge-style approach to ensure clients make confident, informed decisions that help give them peace of mind.

Anthony’s focused leadership has helped The Modern Insurance Store grow and thrive. The agency serves agents and clients across more than two dozen states and works to make expert guidance feel as personal as having an agent next door — no matter the distance. Guided by his motto, “Being a person of integrity is doing the right thing all the time, every time,” Anthony prioritizes trust, transparency and exceptional service in every interaction.

Anthony lives in Bethel, Ohio, with his wife and their three sons. Outside of work, he enjoys hiking, skiing, mountain biking, music and coaching.

Albert Lau is the President of The Elite Agency.

Albert’s journey into insurance was anything but traditional. He originally pursued a career in law before realizing his true passion laid elsewhere. Albert was introduced to the insurance industry in 2007, seeking an opportunity that aligned with his entrepreneurial mindset. He quickly recognized that he could build a fulfilling career focused on service, leadership and financial freedom. Albert soon became a top-performing agent and developed a deep passion for training others to succeed.

In 2014, Albert founded The Elite Agency with a vision to create an inclusive and dynamic business environment where agents could thrive. The agency has since grown into a nationwide organization, serving thousands of clients and mentoring hundreds of agents. As a strong advocate for diversity, Albert has built a team from a wide range of backgrounds, experiences and perspectives. This has helped The Elite Agency to connect with clients from diverse communities in meaningful ways.

Albert resides in Signal Hill, California, and credits his mother, Grace, for instilling in him the values of hard work and perseverance. When he’s not leading the agency or traveling to mentor agents, he enjoys cooking for friends, exploring fine dining and collecting tailored suits — a reflection of his appreciation for detail and craftsmanship.

Jim Maschek is the Managing Partner and Head of Distribution at The Quantum Group and a Managing Partner at Integrity.

He uses his vast experience to deliver the most successful strategies to our advisors. Jim has more than 25 years of experience in the industry and has worked at every level of the distribution process.

Starting as an intern during his time at Arizona State University, he quickly rose the ranks, becoming a wholesaler before taking the reins as an equity partner and Quantum’s president. Now spearheading the company’s vision and philosophy, he runs The Quantum Group and oversees growth to continuously push them forward as one of a select few IDCs in the nation with access to limited-distribution, award-winning product solutions. He also specializes in developing business strategies to help their advisor partners grow their firms and realize their full potential.

Arnie Fulmer is the CEO of Fulmer Insurance Group.

Arnie’s success in the insurance industry is rooted in a deep commitment to helping others and his extensive experience in sales and leadership. After earning a business management degree from Saint Leo University in Florida, Arnie built a successful career spanning direct sales, retail and telecommunications. His transition to Medicare sales marked a turning point — one that combined his passion for mentorship and skill in simplifying complex topics for clients and agents alike.

In 2012, Arnie founded Fulmer Insurance Group with a grassroots philosophy focused on relationship building, hands-on training and personalized service. Under his leadership, the agency has grown to include agents licensed in nearly three dozen states and is largely focused on serving seniors and underserved communities. Known for his engaging Medicare 101 sessions and practical training, Arnie has cultivated a team dedicated to providing exceptional care and guidance.

Arnie lives in Las Vegas, Nevada, with his wife, their three children and two grandchildren. A lifelong New York Mets and Dallas Cowboys fan, Arnie also enjoys playing strategy games, traveling with family and tending to his garden.

Kirk Biddle is the President of Mid-Atlantic Marketing Solutions.

Kirk’s insurance career extends back to 1984 when he began selling life, accident and health policies. With a natural talent for sales and leadership, he quickly advanced into management, ultimately earning his company’s highest honors — including the prestigious Grand Diamond Award. Much of that success came from Kirk’s hands-on, people-first approach to business and unwavering focus on building strong relationships.

In 2001, Kirk and his wife, Jamie, left their corporate insurance roles to establish Mid-Atlantic Marketing Solutions. Focused on sales and recruiting, Kirk quickly found success in final expense insurance. That accelerated the organic growth of an agency rooted in client service and agent support. Kirk leads by example, never asking an agent to do what he hasn’t done himself. His commitment to mentorship, one-on-one training and prioritization of professional and personal life balance has created an environment where agents can grow and thrive.

Kirk lives in Wilmington, North Carolina, with Jamie and their many beloved rescue animals. An avid outdoorsman and community advocate, he spends his free time hosting charity cookouts, supporting local nonprofits like Nourish North Carolina and contributing to the Coastal Animal Rescue Effort.

Jamie Biddle is the Vice President of Mid-Atlantic Marketing Solutions.

Jamie’s insurance career began in 1978, fresh out of high school, when she joined a regional sales office as a secretary. Her sharp administrative skills and leadership ability eventually propelled her into an executive position, as she became the first woman to hold the title of Sales Service Manager at her company. In that role, Jamie oversaw production functions across multiple states, managing team members in Atlanta, Dallas and San Juan, Puerto Rico.

In 2001, Jamie and Kirk founded Mid-Atlantic Marketing Solutions and began building a senior-focused agency from the ground up. Leveraging her extensive operational expertise, Jamie handled contracting, lead distribution and agent support, while Kirk focused on sales and recruiting. Their combined strengths have helped the agency grow into a successfully balanced, family-run agency where agents and clients are valued as individuals, not just numbers.

Jamie’s passion for service extends beyond insurance. Deeply involved in animal rescue, she supports the Coastal Animal Rescue Effort and works closely with a local veterinarian hospital to provide care for animals in need. She and Kirk share their home with three dogs, a cat, and Desilu — their pig that has gained fame on Instagram.

Chris Quadrini is the President of Innovative Benefit Concepts.

Since 2007, Chris has been helping individuals, families and independent agents navigate the ever-evolving world of health and Medicare insurance. As a single father, he was drawn to the industry’s flexibility and quickly developed a strong reputation for his hands-on, relationship-driven approach. He is passionate about helping others enjoy the peace of mind that comes from having the right coverage for their needs.

With a deep commitment to service and agent success, Chris has built a thriving business that empowers both clients and advisors. Under his leadership, Innovative Benefit Concepts has grown into a trusted agency serving thousands of individuals and families in dozens of states. The company operates with a dual focus, helping consumers access quality coverage while providing agents with the mentorship and tools needed to succeed. Chris firmly believes that success isn’t about the number of agents, but about creating the most successful ones. That philosophy has helped shape the agency’s culture and impact.

Chris lives in Scottsdale, Arizona, where he continues to refine strategies that support agent growth and client education. When he’s not working, he enjoys mentoring others, developing innovative business solutions and spending time with family.

Alisha Wimmer is the Co-Founder of Freedom & Faith Agency.

Born and raised in North Carolina, Alisha began her career in insurance while studying to become a nurse practitioner. After graduating from Chamberlain College of Nursing with a master’s degree, she realized her passion had shifted. The impact she was able to make through insurance — both for the agents she supported and their clients — led her to fully embrace the industry as her calling.

Since launching her insurance career in 2018, Alisha has found success in field sales and agency building. Today, she co-leads Freedom & Faith Agency with her husband, Ryan, fueled by her servant leadership mindset and drive to help others succeed. With a background in healthcare and an instinct for coaching, Alisha empowers agents by providing the resources, guidance and heart-centered mentorship they need to build meaningful businesses of their own.

Alisha lives in Chapel Hill, North Carolina, with Ryan and their four children. When she’s not helping to lead her fast-growing agency, she enjoys traveling with her family and building a life rooted in faith and service.

Ryan Wimmer is the Co-Founder of Freedom & Faith Agency.

Originally from western New York, Ryan left home at age 18 to serve in the U.S. Marine Corps, where he developed a strong work ethic and a deep commitment to service. After four years of military service, he worked as a licensed contractor and home builder before discovering a new career path in the insurance industry. In 2018, Ryan and his wife, Alisha, decided to go all in on building their own agency — and they’ve never looked back.

Ryan brings leadership, grit and entrepreneurial drive to Freedom & Faith Agency. He has a passion for helping agents realize their potential and create a legacy for their families. By leaning into the discipline he gained from the military, and with the hands-on mindset of a determined business owner, Ryan empowers his team to take bold action, grow with purpose and focus on serving the needs of others.

Ryan resides in Chapel Hill, North Carolina, with Alisha and their four children. He credits his family and his faith as the cornerstones of his success and is fully committed to building an agency where others can find and enjoy stability and strength.

Linda Zukauckas is Integrity’s Chief Financial Officer. In her role, she is responsible for Integrity’s financial strategy and related functions, including financial planning and analysis, business finance, controllership, tax, and financial systems, and aligning them with the company’s overall business objectives.

An exceptional and highly versatile leader, Linda has decades of experience in helping global companies optimize and maximize financial performance. Prior to joining Integrity, she was Chief Financial Officer of Nielsen Holdings, where she played a crucial leadership role in several strategic initiatives, including taking the company private. Before that, she held a variety of senior leadership roles at American Express, including Executive Vice President and Deputy CFO. That experience was preceded by her work at Ally Financial (formerly GMAC), where she was CFO of North America Auto Finance and ultimately rose to become Managing Director of Corporate Strategy responsible for M&A. Earlier in her career, Linda was with Deutsche Bank in New York City and Singapore, and PricewaterhouseCoopers.

Linda is a graduate of Texas Tech University and has been recognized as Distinguished Alumni by her alma mater.

As Chief Distribution Officer, Tom leads Integrity’s entire sales organization, working to ensure that revenue and production goals are met for the Life, Health and Wealth divisions of the company. He also coordinates efforts between Integrity’s distribution and carrier partners and helps to develop and implement innovative business strategies.

For over two decades, Tom has been an instrumental leader in the development and growth of top global companies. Prior to joining Integrity, he was responsible for directing the strategic development, growth, and day-to-day operations for Transamerica’s most profitable retail insurance agencies, including World Financial Group Insurance Agency and World Financial Group Insurance Agency of Canada. He also oversaw Transamerica Financial Advisors (TFA) in the United States and WFG Securities (WFGS) in Canada. Tom understands that success for organizations like these is linked to agents doing what is right on behalf of the customer; helping them save, invest, and protect what’s most important to them; and ultimately, helping them retire with independence and dignity.

The son of a Marine Colonel, Tom knows that hard work, discipline and a demand for excellence are keys to personal and professional success. Tom earned his bachelor’s degree in business administration from Southern New Hampshire University where he excelled in soccer. After graduating, he played soccer professionally for two years before beginning his insurance and financial services career in 1998.

Tom is deeply committed to giving back to his community. On weekends, he can usually be found cheering at athletic events, in the woods trail running or mountain biking, or wake surfing out on the lake.

Anne is an Integrity partner and serves as Integrity’s Chief Marketing Officer and as President of ThomasArts.

The embodiment of modern multitasking, Anne’s peerless organizational acumen and tireless commitment to meeting client objectives help keep ThomasArts running smoothly. Her dynamic scope of experience, including fluency in marketing technology and lead gen platforms, allows her to provide strong strategic direction insight to multiple clients and industries.

Anne was the first ThomasArts employee not named Thomas and has been critical in overseeing the agency’s growth, client service and operations. She has also worked closely with key accounts such as Aetna, UnitedHealthcare, AARP, Zions Bank, Coventry Health Care and VSP, all of which have benefited from her tenacity and expertise.

Before joining TA in 2003, Anne refined her management repertoire at a local agency, supervising public relations and branding efforts for high-tech firms. She served in the community and political arena as press secretary for Utah Congressman Chris Cannon and strategy advisor to the Jon Huntsman, Jr. gubernatorial campaign in 2005.

Anne holds a BA degree from Brigham Young University.

Rachelle McReynolds serves as Integrity’s Chief People & Culture Officer. In her role, Rachelle is responsible for leading human resources strategy, reinforcing a strong company culture, creating and leading large-scale employee engagement and development programs, and implementing reward and talent management strategies that support the achievement of business goals and objectives of Putting People First.

Before joining Integrity Marketing Group, Rachelle was Vice President of Human Resources for Celanese, a global chemical and specialty materials company. Rachelle held many different HR leadership roles at Celanese including leading the Total Rewards function, Commercial HR team and M&A; she was also President of the Celanese Foundation, a 501(c)(3) non-profit organization. Rachelle also served in HR roles at Williams Companies and Dollar Thrifty Automotive Group.

Rachelle holds a bachelor’s degree in Psychology from Oklahoma State University and a master’s degree in Industrial / Organizational Psychology from the University of Tulsa.

Jayne joined Integrity as its Chief Legal Officer in January 2021, leading the day-to-day legal matters for the company.

Beginning her legal career as clerk to Chief Judge Mark W. Vaughn of the U.S. Bankruptcy Court for the District of New Hampshire, Jayne authored over 60 opinions for the Court. One of which, Young v. United States, was affirmed by the First Circuit and unanimously affirmed (Scalia, J.) by the U.S. Supreme Court in 2002.

From there, Jayne worked in private practice at Weil, Gotshal & Manges in New York to represent corporate clients including Enron Corp. in its chapter 11 matter and Hughes Electronics Corp., Old Mutual Plc., Six Flags, Inc., John Wiley & Sons, Inc., and Urban Box Office.com in various M&A transactions.

Before joining Integrity, Jayne was SVP, General Counsel and Secretary at Vertafore, Inc. from 2016 to December 2020, which was sold in September 2020 to Roper Technologies, Inc. for $5.35 billion. Vertafore had been previously owned by Vista Equity Partners and Bain Private Equity.

Jayne graduated from University of New Hampshire, with a degree in Humanities, and received her J.D., from New York Law School. She frequently writes and speaks at industry events.

Harsh is a futuristic thought leader who is passionate about technology to solve business needs. He has over 15 years of experience leading technology teams and delivering multi-million dollar digital modernization and transformation initiatives. He has a proven record of building high performing, engaged teams and implementing highly scalable technology solutions. As part of Integrity’s leadership team, Harsh is responsible for all technology operations and initiatives. Prior to joining Integrity, Harsh was with Transamerica leading technology teams focused on Life, Annuities and Retirements platforms.

Harsh has an MBA degree from Iowa and Bachelors of Engineering from India.

Eric leads Integrity’s business development functions and, alongside the firm’s partners, is responsible for mergers & acquisitions and other strategic partnership opportunities.

Prior to joining Integrity, Eric was a member of Lantern Asset Management’s investment team. Lantern is a Dallas based middle market private equity firm.

A native of San Diego, Eric received his undergraduate and master’s degrees in real estate and finance from the University of Denver.

Jessica is a proven business transformation leader with 20 years’ experience in operational business areas including commission accounting, new business, customer service, process improvement, project management, risk management and strategic business transformation.

She was with Transamerica Life Insurance Company in their long term care and life businesses where she held several senior roles, including, Vice President of Operations, Strategic Transformation and Vice President of Administration.

She has a Bachelors in Accounting and a Masters in Technology Management and is a Certified Public Accountant.

Ryan is President, Integrity Health and a Managing Partner at Integrity. Additionally, he serves as President of Agent Pipeline.

As President, Integrity Health, Ryan is responsible for leading Integrity’s health insurance division, ensuring that revenue and production goals are met. Additionally, he plays a key role in managing relationships between Integrity’s distribution and carrier partners. Utilizing his deep expertise, he also designs and implements strategies to advance Integrity’s mission to help all Americans prepare for the good days ahead.

His career in insurance began after graduating Cum Laude from Liberty University, where he earned a B.S. in Business Finance and Economics. In 2001, he introduced Medicare products to Agent Pipeline’s portfolio, leading to the company’s national expansion for Medicare Supplement, Medicare Advantage, and ultimately, ACA.

Ryan has transformed the industry and led Agent Pipeline as they became a top IMO with multiple Medicare and ACA carriers. Ryan is widely recognized for his innovation and leadership, not only in the senior market, but also in traditional life and health.

Ryan enjoys spending time on his farm where he raises cattle. He also enjoys spending time with his family.

As President, Integrity Life, Tess is responsible for leading Integrity’s life division, ensuring that revenue and profit goals are met for all life insurance and long-term care products. She works closely with Integrity’s distribution and carrier partners to deliver effective solutions to agents, advisors and consumers. All while creating and nurturing innovative strategies that support Integrity’s mission to help Americans plan for the good days ahead and make the most of what life brings.

Tess is a proven and respected industry leader with decades of valuable experience. From the start of her insurance career, she has excelled in a wide variety of roles for companies like The Midland, Chase Insurance, West Coast Life, and American General. In 2009, Tess joined Mutual of Omaha, where she helped drive historic growth in the company’s Life Brokerage division and ultimately rose to the position of Senior Vice President, Brokerage Sales. Under her expert guidance, Mutual of Omaha’s brokerage sales and marketing teams achieved unprecedented results and success, earning a strong reputation for excellence within the industry at large.

Tess holds a degree in communications from Capitol University. When she’s not hard at work innovating insurance, Tess enjoys traveling, cooking, and spending time with family.

Bryan Hunsaker is President, Contact Centers and a Managing Partner at Integrity. Additionally, he serves as Founder and Chief Executive Officer of Unified Health.

Over the course of his successful career, Bryan has proven to be a leader in developing high-growth organizations. He has built, acquired and operated multiple companies in a variety of industries ranging from building technologies and manufacturing to retail and insurance. Bryan is also passionate about serving others, having spent more than a decade focused on improving the quality of life for low-income and dual-eligible beneficiaries.

Bryan enjoys spending time with his family and the people he interacts with personally and professionally. He attributes his success to being part of phenomenal teams.

As President of Integrity Wealth, Craig is responsible for leading Integrity’s wealth management and planning division, working to drive success and growth across all wealth partners and affiliation models. He is also keenly focused on and passionate about bringing truly holistic planning solutions to millions of underserved American consumers.

Craig is a tested and proven leader with over three decades of global financial services industry experience working for respected brands, including Citigroup, Charles Schwab and UBS AG. Driven by an innately international perspective, Craig has held a variety of key leadership positions in areas as diverse as Brazil, Greece and Taiwan. He has also held multiple leadership roles with independent boards of directors. Before joining Integrity, Craig was a Managing Director for Alvarez & Marsal’s Wealth Management Transformation practice, where he worked closely with Integrity leaders. Recognizing a once-in-a-lifetime opportunity to reshape the industry, Craig chose to join Integrity as a capstone to his long and distinguished career.

Craig is a graduate of the University of Cincinnati. Having grown up living abroad, Craig has a strong passion for different cultures and continues to enjoy immersive international travel. He is also a voracious reader who enjoys works by authors such as Winston Churchill, Ernest Hemingway and William Faulkner.

Mary Elyse Farah is President of the Integrity Foundation, enthusiastically developing and leading transformational philanthropic initiatives for Integrity.

Mary Elyse began her career in community service, dedicated to fostering development and empowerment. Her career then evolved through diverse roles, including engagement with a prestigious fashion label, culinary and design ventures, and a restaurant in Johannesburg’s urban redevelopment zone.

Having established numerous global connections, Mary Elyse worked across various U.S. locations to shape the growth of an international non-profit organization. From Dallas to Amsterdam to Shanghai, she orchestrated impactful social initiatives for a network of 8,500 employees within a Fortune 500 corporation, spanning commercial, technical, and production domains.

Mary Elyse’s deep commitment to service continues through the Integrity Foundation, where she is a proud catalyst for positive change in communities and industries.