Board of Trustees

Andrew G. Aiello, CPA
:
Partner

Boulevard Insurance Strategies

Class of 2021 (2nd term)

David M. Anderson
:
Chief Operating Officer

National Guardian Life Insurance Co.

Class of 2019 (3rd term)

Daralee S. Barbera, CFP®, CMFC®, CLF®, ChFC®
:
Executive Vice President, Business Development

GAMA International

Class of 2021 (2nd term)

Scott L. Berlin, FSA
:
Senior Vice President

New York Life Insurance Co.

Class of 2019 (1st term)

Christopher O. Blunt, CLU®, ChFC®, CAP®
:
President & CEO

Fidelity & Guaranty Life

Class of 2021 (1st term)

Andrew J. Bucklee, CLU®, ChFC®, CFP®
:
Senior Vice President & Head of Insurance Solutions Distribution

Lincoln Financial Distributors

Class of 2019 (1st term)

Ron Carson, CFP®, ChFC®
:
Founder & CEO

Carson Wealth Management Group

Class of 2019 (2nd term)

Anurag Chandra
:
Chief Executive Officer

Prosperity Life Insurance Group, LLC

Class of 2019 (1st term)

George I. Connolly, JD, CLU®, ChFC®
:
Senior Vice President, Individual Distribution

Securian Financial Group

Class of 2020 (3rd term)

Patrick Corey
:
Senior Partner

The Corey Search Group

Class of 2020 (1st term)

J. Scott Davison, CLU®, ChFC®
:
Chairman, President & CEO

OneAmerica Financial Partners, Inc.

Class of 2019 (3rd term)

Edward G. Deutschlander, CLU®, CLF®
:
Chief Executive Officer

North Star Resource Group

Class of 2019 (1st term)

Anthony J. Domino, Jr., MSFS, CLU®, ChFC®, CAP®, CAMP®
:
Managing Director

Associated Benefit Consultants, LLC

Class of 2021 (2nd term)

Matt Foran
:
Head of Alternative Distribution

The Hartford

Class of 2021 (1st term)

R. David Fritz, Jr., CLU®
:

Managing Partner

Executive Benefits Network

ex officio

Timothy J. Gerend, JD
:
Senior Vice President, Distribution Performance & Development

Northwestern Mutual

Class of 2021 (1st term)

Randall H. Harbert, CLU®
:
Executive Vice President & Chief Agency, Sales and Marketing Officer

State Farm Insurance Companies

Class of 2020 (3rd term)

Salene Hitchcock-Gear, JD
:
President, Individual Life Insurance & Prudential Advisors

Prudential

Class of 2021 (1st term)

John M. Howard
:
Chairman & CEO

BB&T Insurance Holdings Inc.

Class of 2021 (2nd term)

Gary T. (Doc) Huffman, CLU®, ChFC®
: Past Chair

Chairman & CEO

Ohio National Financial Services

ex officio

Fred H. Jonske, FSA
:
Managing Partner

Insurex

Life Trustee

Kevin M. Kimbrough, CLU®, ChFC®
:
Principal, National Sales

Saybrus Equity Services

Class of 2019 (1st term)

Paul A. LaPiana, CFP®
:
Head of MMUS Product

MassMutual Financial Network, Premier Client Group

Class of 2021 (3rd term)

James J. Meehan, MSM
: Chair

Managing Partner

1847 Financial

ex officio

George Nichols III
:
President & CEO

The American College of Financial Services

ex officio

Knut A. Olson, CLU®
:
President & CEO

National Guardian Life Insurance Co.

Class of 2021 (2nd term)

Robert B. Plybon, CLU®, ChFC®
:
Chief Executive Officer

Plybon & Associates Inc.

Life Trustee

Ron Ransom
:
Senior Vice President, Integrated Relationship Strategies

Nationwide Financial

Class of 2019 (1st term)

J. Greg Reber
:
Senior Vice President & Chief Distribution Officer, Life Insurance Division

Pacific Life

Class of 2020 (1st term)

M. Michael Rooney, CFP®, CLU®, ChFC®
:
Senior Executive Vice President

AXA Advisors, LLC

Class of 2021 (2nd term)

Todd M. Schoon, JD, CLU®, ChFC®
:
Executive Vice President & Senior Advisor to the President

The American College of Financial Services

ex officio

Aaron Seurkamp
:
Senior Vice President & Chief Sales Officer

Protective Life Insurance Co.

Class of 2021 (1st term)

Kurt Shallow
:
Senior Vice President of Firm Development

Lion Street, Inc.

Class of 2020 (1st term)

Robert D. Shapiro, CLU®
:
President

The Shapiro Network, Inc.

Class of 2019 (3rd term)

Clara Shih
:
CEO & Founder

Hearsay Systems

Class of 2019 (1st term)

Frederick J. Sievert
:
Retired President

New York Life Insurance Co.

Life Trustee

John S. Stenberg, ChFC®
:
Executive Vice President, Individual Life

Symetra Life Insurance Co.

Class of 2021 (3rd term)

Scott Stolz, CFP®, RICP®
:
Senior Vice President, Private Client Group Investment Products

Raymond James Financial, Inc.

Class of 2021 (2nd term)

Westley V. Thompson, CLU®
:
President & CEO

M Financial Group

Class of 2019 (1st term)

Thomas P. Tooley, CLU®, ChFC®
:
Brokerage Director

MassMutual Financial Group

Class of 2021 (3rd term)

Leo C. Tucker, CLU®, CLF®
:
Managing Partner

The Washington Group

Class of 2020 (3rd term)

Stephen J. Valerius
:
President, Individual Division

Ameritas Life Insurance Group

Class of 2019 (1st term)

Michael J. Vietri, CLU®
:
Chief Marketing Officer

AMERILIFE

Class of 2021 (2nd term)

Mary A. Weiss, PhD
:
Deaver Professor of Risk, Insurance and Healthcare

Fox School of Business Management, Temple University

Class of 2021 (3rd term)

Robert J. Wernecke, CLU®
:
President

ECA Financial Services Inc.

Life Trustee

Doyle J. Williams, CLU®, ChFC®
:
Chief Marketing Officer

COUNTRY Financial

Class of 2019 (3rd term)


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