
Member Spotlights

Craig Wright
Springfield, MO
Loyal Member Since 2014
- NAIFA-MO President
- Financial Security Advocate
- Leadership in Life Institute Graduate
- NAIFA Quality Award Winner

Peter Glassman, CLU®, CFP®
Vienna, VA
Loyal Member Since 1989
- NAIFA Quality Award Winner
- NAIFA-GWDC Past President

Joshua O'Gara, CLU®, ChFC®, CFP®
Woburn, MA
Loyal Member Since 2011
- Financial Security Advocate
- Leadership in Life Institute Graduate
- NAIFA-MA President
- NAIFA-National Young Advisor Team Committee Member

Addison Rosenbluth, CLTC
Hartford, CT
Loyal Member Since 2013
- NAIFA-CT President
- NAIFA-CT Young Advisor Team Chair

Sue Kuraja
Scottsdale, AZ
Loyal Member Since 2014
- Financial Security Advocate
- Leadership in Life Institute Graduate
- NAIFA-Scottsdale Past President
- NAIFA-Scottsdale Young Advisor Team Chair

Johnson Byrd
Swansboro, NC
Loyal Member Since 2012
- Leadership in Life Institute Graduate
- NAIFA Quality Award Winner

Michael Herring, CLU®, ChFC®, LUTCF
Waverly, NE
Loyal Member Since 1985
- Financial Security Advocate
- Leadership in Life Institute Graduate
- NAIFA Quality Award Winner
- NAIFA-NE Past President

Julianne Hertel, LACP
Worcester, MA
Loyal Member Since 2009
- Leadership in Life Institute Graduate
- NAIFA Quality Award Winner
- NAIFA-MA Board Member

Angela White
Indianapolis, IN
Loyal Member Since 2017
- NAIFA-National Diversity, Equity & Inclusion Co-Chair
- NAIFA-Indianapolis Young Advisor Team Chair

Christine Pikutis-Musuneggi, CRPC, CLTC, LACP
Pittsburgh, PA
Loyal Member Since 2003
- Leadership in Life Institute Graduate
- NAIFA Quality Award Winner
- NAIFA-PA Past President
- NAIFA-PA Young Advisor Team Co-Chair

Nicholas Limongelli
New York, NY
Loyal Member Since 2013
- NAIFA-New York City Young Advisor Team Chair

Brian Falconer, LUTCF
Braintree, MA
Loyal Member Since 2012
- NAIFA-RI Past President

Michael Case
Baltimore, MD
Loyal Member Since 2013
- NAIFA Quality Award Winner
- NAIFA-MD President
- NAIFA-MD Young Advisor Team Member
- NAIFA-Baltimore Past President

Nicholas Lamanna, MBA, RICP, ChFC®, CFP®
Ellicott City, MD
Loyal Member Since 2022

Heather Lindsley, LUTCF, LACP, RICP
Green Bay, WI
Loyal Member Since 2004
- Financial Security Advocate
- Leadership in Life Institute Graduate
- NAIFA Quality Award Winner
- NAIFA-WI Past President
- NAIFA-WI Young Advisor Team Chair

Ryan Ballesteros
San Jose, CA
Loyal Member Since 2018
- NAIFA-Silicon Valley President-Elect
- NAIFA-Silicon Valley Young Advisor Team Member

Randall Ball, CLU®
Mount Pleasant, MI
Loyal Member Since 2004
- NAIFA Quality Award Winner
- NAIFA-MI President
- NAIFA-Central Michigan Past President

Steve Berg, AAI, CIC, LIC
Williamston, MI
Loyal Member Since 2015
- Leadership in Life Institute Graduate

Larry Witzel, AIF, CFP®, CLU®
Cedar Rapids, IA
Loyal Member Since 1991
- NAIFA Quality Award Winner
- NAIFA-Cedar Rapids Past President

David C. Kikoen, LUTCF, CLTC, RICP
Chicago, IL
Loyal Member Since 2010
- Leadership in Life Institute Graduate
- NAIFA-IL Professional Development Chair
- NAIFA-Chicagoland Past President

John Meneely, LUTCF
Omaha, NE
Loyal Member Since 1983
- NAIFA Quality Award Winner
- NAIFA-Omaha President

John Raley, LACP, FSCP, CLTC, MBA
Iowa City, IA
Loyal Member Since 1983
- Financial Security Advocate
- NAIFA Quality Award Winner
- NAIFA-IA Past President

Bruce Palmieri, CLU®, ChFC®, CFP®
Baltimore, MD
Loyal Member Since 1994
- National Quality Award Winner
- NAIFA-MD Past President
- NAIFA-Baltimore Past President

Jack Hawk, LUTCF, FSS, LACP
Omaha, NE
Loyal Member Since 2002
- Leadership in Life Institute Graduate
- NAIFA-NE LUTC Chair
- NAIFA-Omaha LUTC Chair

Jonathan Matrullo, MBA, LUTCF, LACP
Providence, RI
Loyal Member Since 2008
- Leadership in Life Institute Graduate
- NAIFA-RI Past President
- NAIFA-RI Grassroots Involvement Chair

Trey Kelly, ChFC®
Atlanta, GA
Loyal Member Since 1999
- Financial Security Advocate
- Leadership in Life Institute Graduate
- NAIFA-GA IFAPAC Chair
- NAIFA-GA Young Advisor Team Chair
- NAIFA-Atlanta Executive Director

Scott Blake, MBA
Columbus, OH
Loyal Member Since 2018
- NAIFA-Columbus President-Elect
- NAIFA-Columbus Vice President of Advocacy

Brad Noller
Topeka, KS
Loyal Member Since 2007
- NAIFA-KS President-Elect
- NAIFA-Topeka Past President

Johnny Craven, LUTCF
Walterboro, SC
Loyal Member Since 1995
- Leadership in Life Institute Graduate
- NAIFA Quality Award Winner
- NAIFA-SC President
- NAIFA-Walterboro Past President

Yuka Nakahara-Goven, CLU®, MBA
Dallas, TX
Loyal Member Since 1985
- NAIFA Quality Award Winner
- NAIFA-Dallas IFAPAC Chair
- NAIFA-Dallas Professional Development Chair

Chadd Watson, LUTCF, RICP
Reno, NV
Loyal Member Since 2015
- NAIFA-NV IFAPAC Committee Member

Timothy Johnson, FSS, LACP
Bountiful, UT
Loyal Member Since 2005
- Leadership in Life Institute Graduate
- NAIFA-Lakeview Past President
- NAIFA-Lakeview IFAPAC Chair

Scott Johnson, CLU®, ChFC®, CFP®
Bountiful, UT
Loyal Member Since 1989
- Leadership in Life Institute Graduate
- NAIFA Quality Award Winner
- NAIFA-UT President-Elect
- NAIFA-UT IFAPAC Chair

Bailey Baker
San Antonio, TX
Loyal Member Since 2019
- Leadership in Life Institute Graduate
- NAIFA-San Antonio Young Advisor Team Member

Frank Seneco, LUTCF, CIC
North Haven, CT
Loyal Member Since 1997
- NAIFA-Greater New Haven Chair

Shane Grau, LACP, CLU®
Topeka, KS
Loyal Member Since 2012
- Leadership in Life Institute Graduate
- NAIFA-KS Young Advisor Team Chair
- NAIFA-Topeka Vice President

Patricia May, CISR
Pottstown, PA
Loyal Member Since 2013
- Financial Security Advocate
- Leadership in Life Institute Graduate
- NAIFA-PA Young Advisor Team Member

Gary Cappon, CLU®, LUTCF, RICP, FSCP, CLTC
Syracuse, NY
Loyal Member Since 2006
- NAIFA-NY President
- NAIFA-Syracuse Past President

Dave Skutnik, AIF, RICP, LUTCF, LACP®
Grand Island, NE
Loyal Member Since 1984
- Leadership in Life Institute Graduate
- NAIFA Quality Award Winner
- NAIFA-NE Past President

Taylor Collins, CEBS, CLU®, RHU®
Sarasota, FL
Loyal Member Since 2007
- Leadership in Life Institute Graduate
- NAIFA-FL Political Action Committee Member
- NAIFA-Gulf Coast Past President
- NAIFA-Sarasota Government Relations Committee Member

Gilbert Mares, LUTCF
San Marino, CA
Loyal Member Since 1976
- Financial Security Advocate
- Leadership in Life Institute Graduate
- NAIFA-CA Government Relations Chair
- NAIFA-Los Angeles Government Relations Chair

Vinny Dallo, ChFC®, CLU®, CLTC, LUTCF®
Fairport, NY
Loyal Member Since 2005
- Financial Security Advocate
- Leadership in Life Institute Graduate
- NAIFA Quality Award Winner
- NAIFA-NY President-Elect
- NAIFA-Rochester Past President

Blake Gillies, DIA, MBA
Laplace, LA
Loyal Member Since 2012
- NAIFA-LA Past President
- NAIFA-National Young Advisor Team Co-Chair

Charles Calderwood, CLU®, ChFC®
Houston, TX
Loyal Member Since 1976
- NAIFA Quality Award Winner
- NAIFA-Houston Board Member

Jerry St-Cyr®
Long Beach, NJ
Loyal Member Since 2021
- NAIFA-National Diversity, Equity, and Inclusion Council Member

Roger Sims, CLU®, LUTCF
Highpoint, NC
Loyal Member Since 2001
- Leadership in Life Institute Graduate
- NAIFA-NC Past President
- NAIFA-Greensboro Past President

Neil Himmelstein®
Central Moriches, NY
Loyal Member Since 1997
- NAIFA-NY Vice President of Programs
- NAIFA-NY Membership Chair
- NAIFA-Long Island President

Paul Sciacca, ChFC®
Melville, NY
Loyal Member Since 2009
- NAIFA-NY Vice President of Advocacy

Robert Miller, MS, MA
New York, NY
Loyal Member Since 1983
- Leadership In Life Institute Graduate
- NAIFA Quality Award Winner
- NAIFA-National President
- NAIFA-NY President

Peter C. Browne, LUTCF (Deceased)
New York, NY
Loyal Member Since 1965
- NAIFA-National Past President
- NALU Trustee

Mitchell Ostrove, CLU®, ChFC®, LACP
White Plains, NY
Loyal Member Since 1965
- NAIFA Quality Award Winner
- NAIFA-NY IFAPAC Chair
- NAIFA-NY Professional Development Chair

Joshua Shaver, ChFC®, CFP®, RICP, CBEC
Newark, DE
Loyal Member Since 2008
- Leadership in Life Institute Graduate
- NAIFA Quality Award Winner
- NAIFA-DE President
- NAIFA-DE Government Relations Chair
- NAIFA-New Castle President

Vanessa Bucklin, MBA, CLU®
Conrad, MT
Loyal Member Since 2014
- NAIFA-National Media Relations Committee Member

Trent Bryson, CFP®
Long Beach, CA
Loyal Member Since 2002
- Leadership in Life Institute Graduate
- NAIFA-CA IFAPAC Chair
- NAIFA-CA Young Advisor Team Chair
- NAIFA-Long Beach President
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Mark Acre, LUTCF
Ozark, MO
Loyal Member Since 2009
- Financial Security Advocate
- Leadership in Life Institute Graduate
- NAIFA-National Trustee
- NAIFA-MO Past President
- NAIFA-MO Young Advisor Team Chair
- NAIFA-Springfield Past President
- 2014 Young Advisor Team Leader of the Year

Carol Rappaport, CLU®, ChFC®, CLTC
Latham, NY
Loyal Member Since 1983
- NAIFA Quality Award Winner

Jose Rodriguez, Jr.
Los Angeles, CA
Loyal Member Since 2016
- Financial Security Advocate
- Leadership in Life Institute Graduate
- NAIFA Quality Award Winner
- NAIFA-Los Angeles Grassroots Chair

Glenn Crawford, CDFA
Pasadena, CA
Loyal Member Since 2015
- NAIFA-Los Angeles President
- NAIFA-Los Angeles Treasurer
- NAIFA-Los Angeles Secretary
- NAIFA-Los Angeles Board member

Mitch Dietrich
Bettendorf, IA
Loyal Member Since 2020
- Leadership in Life Institute Graduate

Grace Staten
Jacksonville, FL
Loyal Member Since 2013
- Leadership in Life Institue Graduate
- NAIFA-San Diego Board Member
- NAIFA-FL Membership Committee Member
- NAIFA-FL Staff Member

Steven Saladino, RICP, LACP, LUTCF
Tampa, FL
Loyal Member Since 1991
- Leadership in Life Institue Graduate
- NAIFA Quality Award Winner
- NAIFA-National Trustee
- NAIFA-FL Past President
- NAIFA-Tampa Past President