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2024 Top

Membership Recruiters

Who Is Moving the Needle on Membership?

We Recognize Our Members Committed to Financial Security for All

NAIFA is the one and only association of financial service professionals advocating at the state, interstate, and federal levels on behalf of their practices and the clients that they serve. The greater our numbers, the more influential our voice.

This list is updated every Monday with the exception of Federal Holidays and NAIFA signature events.

2024 Top Recruiters


John D. Richardson, RICP, LACP: 20 members
Brentwood, TN
Loyal Member Since 2003

Scott Dorminy: 17 members
Russellville, AR
Loyal Member Since 2015

Adam Sachs, CFP, CLU, ChFC, CLTC, AIF: 16 members
Needham Heights, MA
Loyal Member Since 1994

Corrado Gugliotta, LUTCF, FSCP, CLTC, LACP: 15 members
Jacksonville, FL
Loyal Member Since 2003

Roger Sims, CLU, LUTCF: 15 members
High Point, NC
Loyal Member Since 2001

Cheryl Canzanella, LUTCF, CLU, ChSNC: 13 members
Jacksonville, FL
Loyal Member Since 2010

Monique Lee: 10 members
Anchorage, AK
Loyal Member Since 2023

Christopher Carothers, LUTCF: 10 members
Las Vegas, NV
Loyal Member Since 1994

Carson Porter: 9 members
Idaho Falls, ID
Loyal Member Since 2023


Elizabeth Angeles, LACP: 6 members
Northridge, CA
Loyal Member Since 2015

Barry Delp. LUTCF, FSCP, LACP: 6 members
Davenport, IA
Loyal Member Since 1982

 

*as of 11/11/24

Add Your Name to the List!

Become a member recruiter and you could win a $100 Visa Gift Card! Be sure that you are referring members and ensure they put your name in the "Referred by" field on their application. In the event of a tie, the winner will be randomly selected.

For tips on referring members, or to recommend a colleague to NAIFA, check out this site.

New in 2024, invite a prospective member to book a time with NAIFA's Membership Staff for a Get to Know NAIFA session. Learn more.

Each of the members below recruited at least one new member in 2024. 
Data is based on new members who listed a name in the "Referred by" field in their application. If you referred a new member who joined in 2024 and don't see your name listed, let us know.

monthly defender-Symbol  IFAPAC Monthly Defenders

logo_TriangleTeam-1 Triangle Team members who have met the membership, grassroots & IFAPAC requirements

*This list does not include NAIFA staff or chapter staff.

Alabama

Wesley Coody
Jimmy Holderfield (2) monthly defender-Symbol

Alaska

Andra Holmstrom
Monique Lee (10) monthly defender-Symbol

Arizona

Tom Hegna
Kuddusi Ramazanoglu

 

Arkansas

Scott Dorminy (17) monthly defender-Symbol logo_TriangleTeam-1
Howard Woodall (2) monthly defender-Symbol logo_TriangleTeam-1
Meg Wright monthly defender-Symbol

 

California

Elizabeth Angeles (6) monthly defender-Symbol logo_TriangleTeam-1
Brandon Bondoc (4)
AJ Brady (2)
Marc Bregman monthly defender-Symbol logo_TriangleTeam-1
Maria "Kay" Carreon
Rich Coffin (3) monthly defender-Symbol logo_TriangleTeam-1
John Davidson (3) monthly defender-Symbol logo_TriangleTeam-1
Jason Foster (2) monthly defender-Symbol logo_TriangleTeam-1
Louis Gardner (2)
Janise Graham
Leroy Kawai
Michael Mares monthly defender-Symbol logo_TriangleTeam-1
Laura Mendoza
Mark Rovai (2)
Nathan Tjiradjaja

Colorado

 

Connecticut

 David Wood

Delaware

 

GWDC

Ryan Buck monthly defender-Symbol

Florida

Leon Avila
Douglas Bishop, Sr.
Alicia Burst Longo monthly defender-Symbol
Cheryl Canzanella (13) monthly defender-Symbol logo_TriangleTeam-1
Mark Forgione
Bill Grub (4)
Corrado Gugliotta (15)
Bryon Holtz  monthly defender-Symbol logo_TriangleTeam-1
Mike LaPorte (2)
Marie O'Keefe
Elisiane Ramos
Craig Rodrigue
Steve Saladino monthly defender-Symbol logo_TriangleTeam-1
Mark Tiralosi logo_TriangleTeam-1
Darian Ward monthly defender-Symbol logo_TriangleTeam-1

Georgia

Dwaan Black
Brian Casey
Sarah Dozier
David Feldstein
William Hall
Trey Kelly (4) monthly defender-Symbol logo_TriangleTeam-1
Roderick Liptrot
Daniel Taylor
Kevin Taylor monthly defender-Symbol
Reagan Wolfe

 

Hawaii

Dustin Deniz
Greg Fujimoto

 

Idaho

Greg Bitter logo_TriangleTeam-1
Lynn Carrillo
Carson Porter (9)
EmmaLee Robinson monthly defender-Symbol logo_TriangleTeam-1
Kade West 

Illinois

Colin Aubin
Lisa Bickus (2)
Robert Burd monthly defender-Symbol logo_TriangleTeam-1
Rich Campbell
James Carlson
Chris Davenport
JR Earley
Christopher Gandy (3) monthly defender-Symbol logo_TriangleTeam-1
Art Hayes (2) monthly defender-Symbol
David Kikoen
Robert Kribbs
Ronald Koehler
Mark Luce
Pierre Pajak (2)
Santiago Rodiguez monthly defender-Symbol logo_TriangleTeam-1
Adam Solano
Mark Tan (2)
Kerry Wickler
Mark Willis
Robert Zic
Chris Zion

Indiana

Kyle Cyr (2) monthly defender-Symbol
Corinne Ramsier
Jeremey Stackhouse
Daniel Stallings logo_TriangleTeam-1
Michelle Walker

Iowa

Monika Arends monthly defender-Symbol
Barry Delp (6) monthly defender-Symbol logo_TriangleTeam-1
Andrea Dodd monthly defender-Symbol
Joby Frey monthly defender-Symbol logo_TriangleTeam-1
Michael Gaeta monthly defender-Symbol logo_TriangleTeam-1
Mike Grandgeorge monthly defender-Symbol logo_TriangleTeam-1
Grant Heddinger
Beau Jorgensen
Cynthia Letsch (2)
Merle Miller
Lynn Schreder monthly defender-Symbol logo_TriangleTeam-1
Sara Velander

Kansas

Steven Elliott
Connor Hampton
Shane Grau monthly defender-Symbol logo_TriangleTeam-1
Jody Parker
David Powell

Kentucky

Diana Collins

Louisiana

 

Maine

 

Maryland

Scott Iodice monthly defender-Symbol

 

Massachusetts

John Breedlove (3)
Brian Donahue
Mike Elcock monthly defender-Symbol
Adam Marino monthly defender-Symbol
Rich Marooney
Jonathan Matrullo 
Joshua O'Gara (2) monthly defender-Symbol logo_TriangleTeam-1
Adam Sachs (16) monthly defender-Symbol logo_TriangleTeam-1

 

Michigan

 Jack Jerzewski (2)

Minnesota

Corey Anderson monthly defender-Symbol logo_TriangleTeam-1
Jason Moehring
Michael Sir
Winona Havir logo_TriangleTeam-1

Mississippi

Kenneth Bell, Jr.
Angela Criddle monthly defender-Symbol
Ronald Kyzar monthly defender-Symbol
Lee Owen (4) monthly defender-Symbol logo_TriangleTeam-1

Missouri

Jennifer Hodges monthly defender-Symbol logo_TriangleTeam-1
Robert Olvera
Tim Piatchek
Jeff Seeburger
Mark Squires monthly defender-Symbol

Montana

Reggie Good
Dianne Hellman
Cindy Holmes
Jory Kaufman monthly defender-Symbol
Jake Kaufmann
Ray Kojetin
Holly Lake
Ron Merry (2)
Thomas Miller

Nebraska

Brett Burchett
Michael Cooper monthly defender-Symbol logo_TriangleTeam-1
Ian Ekdahl
Zachery Hunt
Mason Needles
Tanya Patzner monthly defender-Symbol logo_TriangleTeam-1

 

Nevada

Jameson Bauman monthly defender-Symbol
Christopher Carothers (10) monthly defender-Symbol logo_TriangleTeam-1
George Hasse monthly defender-Symbol
Chris Rial
Kelby Schoorl

New Hampshire

 

New Jersey

Dennis Cuccinelli monthly defender-Symbol logo_TriangleTeam-1
Vinny Dallo (2) monthly defender-Symbol logo_TriangleTeam-1
Joel Dempsey
Alberto Portela

New Mexico

Diana Atha monthly defender-Symbol

New York

Socorro Galindo
Neil Himmelstein monthly defender-Symbol logo_TriangleTeam-1
Donald Maricle
Thomas Palmeri (2) logo_TriangleTeam-1
Paul Sciacca monthly defender-Symbol
Barry Shapiro
Joe Templin logo_TriangleTeam-1

North Carolina

Kydric Brown
Brian Cooper (2) monthly defender-Symbol logo_TriangleTeam-1
Andrew Jones monthly defender-Symbol logo_TriangleTeam-1
Anthony Reese
Roger Sims (15) monthly defender-Symbol logo_TriangleTeam-1

 

North Dakota

Steve Bergee (2) monthly defender-Symbol logo_TriangleTeam-1
Jamey Pesek
Bonnie
Sprecher
monthly defender-Symbol
Shane Van Patten

Ohio

Scott Blake (3) monthly defender-Symbol logo_TriangleTeam-1
Duane Borcherding

Elena Lubenets
David Jones

Oklahoma

John Murphy monthly defender-Symbol
Charlie Potts monthly defender-Symbol
Chad Tredway monthly defender-Symbol logo_TriangleTeam-1

 

Oregon

 

Pennsylvania

Michael Berardi monthly defender-Symbol
Jim Boyd monthly defender-Symbol
Josh Burda (2)
Guido Gaeffke
Mike Knipe (2)
Bronwyn Martin monthly defender-Symbol logo_TriangleTeam-1
Christy Neill (2) monthly defender-Symbol
Joe Pantozzi monthly defender-Symbol
Adam Schopp (3)
Grayson Walker

Rhode Island

Tracy Cahill (3)
Jonathan Matrullo (2) monthly defender-Symbol


South Carolina

Zach Coggins
Scott Crutchfield
Doug Jolley
Aubrey Fitzloff (2) logo_TriangleTeam-1
David Grookett logo_TriangleTeam-1
Osvaldo Gutierrez (2)
Sergio Montes
Teresa Sauls monthly defender-Symbol

South Dakota

Christopher Potts
Ron Staebell (2) monthly defender-Symbol

Tennessee

Derrick Bradley
Cindy Doyle
Jared Dunn
Wallene Leek
Ruby Miller monthly defender-Symbol
John D. Richardson (20) monthly defender-Symbol logo_TriangleTeam-1
Charles Sims, Jr.
William Snyder
Harriet Spear monthly defender-Symbol
Mickey Straub
Matthew Townley

Texas

Samir Abdullah
Lena Allouche
Nicholas Clark
Tyler Engelhaupt
Benjamin Gerald 
Joseph Hernandez (2)
Jim Hutson monthly defender-Symbol
Kevin Ivey (2)
Reynold Jones
Peter Lewis
Caleb Loud
Doug Massey monthly defender-Symbol logo_TriangleTeam-1
Mike McGlothlin
Shane Minks (2)
Carrie Sayre
Staley Shiller
Joe Sparacio
Jim Thompson (2) monthly defender-Symbol

Utah

Dori Phillips logo_TriangleTeam-1
Carson Porter (8) 
EmmaLee Robinson monthly defender-Symbol logo_TriangleTeam-1
Jodi Russel

Vermont

 

Virginia

Rose Goheen logo_TriangleTeam-1
Kenneth Gross
Jonathan Mullins, Sr. monthly defender-Symbol
Sheri Swackhamer
Adam Winfield monthly defender-Symbol

Washington

Hailey Allen monthly defender-Symbol
Christopher Bor (3) monthly defender-Symbol logo_TriangleTeam-1
Scott Keno

West Virginia

Wisconsin

Caleb Guilliams
Van Mueller
Romeo Raabe

 

Wyoming