Donor Honor Roll 2020
Donor Honor Roll 2020
A special thanks to those individuals who supported The American College in 2020.
We are pleased to recognize the generous leadership of donors whose annual contributions distinguish them for membership in The Second Century Society, The Huebner Society, The Chairman's Circle, The President’s Circle, Friends of The College and Legacy Society Members.
*Indicates deceased
+Proceeds Received During 2020
Second Century Society - Lifetime Giving of $1,000,000+
- Christopher O. Blunt, CLU®, ChFC®, CAP® and Gretchen Nickel
Joseph E. Boettner*
Patti and Michael C. Davidson, MSM, CLU®, CAP®
Pat and Louis P. DiCerbo II, CLU®, ChFC®, LUTCF®
Frank M. Engle*
Richard D. Irwin*
Barry Kaye, CLU®* and Carole Kaye*
- Gloria M. La Grassa, CLU®, ChFC®
Cary M. Maguire
Roy O. Mitchell*
Linda and James A. Mitchell, CLU®, ChFC®
Susan and Frederick J. Sievert, MSM
Sallie and William B. Wallace, CLU®, ChFC®, CAP®
Huebner Society - Annual Gifts of $25,000+
Ayco Charitable Foundation
Patti and Michael C. Davidson, MSM, CLU®, CAP®
Lorraine and J. Scott Davison, ChFC®, CLU®
Jules A. del Vecchio, CLU®, ChFC®
Pat and Louis P. DiCerbo II, CLU®, ChFC®, LUTCF®
Molly and R. David Fritz Jr., CLU®
Irwin Gorman, MSFS, CLU®, ChFC®, CASL®
Guardian Life of America
Kelly and Randall H. Harbert, CLU®
Barbara and Thomas H. Harris, CLU®, ChFC®
Robert P. Hill, CLU®, ChFC®
Salene Hitchcock‑Gear JD
Will S Hornsby III, CLU®, ChFC®
John Howard
Mass Mutual Financial Group
MDRT Global Gift Fund
Donald H. Mehlig, CLU®, ChFC®
Robert A. Miller and Kathy Klingenstein
National Guardian Life Insurance Co
CJ and George Nichols, III
Patti and Michael C. Davidson, MSM, CLU®, CAP®
Lorraine and J. Scott Davison, ChFC®, CLU®
Jules A. del Vecchio, CLU®, ChFC®
Pat and Louis P. DiCerbo II, CLU®, ChFC®, LUTCF®
Molly and R. David Fritz Jr., CLU®
Irwin Gorman, MSFS, CLU®, ChFC®, CASL®
Guardian Life of America
Kelly and Randall H. Harbert, CLU®
Barbara and Thomas H. Harris, CLU®, ChFC®
Robert P. Hill, CLU®, ChFC®
Salene Hitchcock‑Gear JD
Will S Hornsby III, CLU®, ChFC®
John Howard
Mass Mutual Financial Group
MDRT Global Gift Fund
Donald H. Mehlig, CLU®, ChFC®
Robert A. Miller and Kathy Klingenstein
National Guardian Life Insurance Co
CJ and George Nichols, III
Northwestern Mutual
Northwestern Mutual Foundation
Knut A.Olson, CLU®
OneAmerica
James A Petersen, PhD, MSM, MSFS, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, ChSNC®, CRPC®, CAP®, AEP®
Wilmer S. Poynor III, MSFS, CLU®, ChFC®
Raymond James
J. Greg Reber
John J. Rocco, MSFS, CLU®
Scholarship America
Jen and Todd M. Schoon JD, CLU®, ChFC®
Nan and Joel A. Shapiro, MSFS, CLU®, ChFC®
Susan and Frederick J. Sievert, MSM
Helen* and Louis J. Toia, CLU®, ChFC®*
Voya Foundation
Voya Insurance & Annuity Company
Mary M. Wright, CAP®
Francine and David G. Zick, CLU®, ChFC®, RHU®
Northwestern Mutual Foundation
Knut A.Olson, CLU®
OneAmerica
James A Petersen, PhD, MSM, MSFS, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, ChSNC®, CRPC®, CAP®, AEP®
Wilmer S. Poynor III, MSFS, CLU®, ChFC®
Raymond James
J. Greg Reber
John J. Rocco, MSFS, CLU®
Scholarship America
Jen and Todd M. Schoon JD, CLU®, ChFC®
Nan and Joel A. Shapiro, MSFS, CLU®, ChFC®
Susan and Frederick J. Sievert, MSM
Helen* and Louis J. Toia, CLU®, ChFC®*
Voya Foundation
Voya Insurance & Annuity Company
Mary M. Wright, CAP®
Francine and David G. Zick, CLU®, ChFC®, RHU®
Chairman's Circle - Annual Gifts of $10,000-$24,999
Scott L. Berlin, FSA
Andrew J Bucklee, ChFC®, CLU®
Donald S Cameron, CLU®, ChFC®
George I. Connolly JD, CLU®, ChFC®
Susan M. Cooper, MSM, CLU®, ChFC®, CAP®, RICP®
Michael J. Corey
Patrick Corey
Corey Search Group, INC.
Cowan Family Foundation
Howard B. Cowan, CLU®, ChFC®
Edward G. Deutschlander, CLU®, CLF®
Equitable
Federal Life Insurance Co
First Command Educational Foundation
Harris S. Fishman, CLU®, ChFC®
Timothy C. Flanagan Jr., CLU®, ChFC®, ChSNC®
GAX Insurance Education Foundation
Timothy J. Gerend, JD
Diane Hack Gould, MSFS, ChFC®, CLU®, CAP®, ChSNC®
Barbara Grauer
HF Financial
Huntington Ingalls Industries
Insurex, LLC
Michael V. James
Jewish Community Foundation
Rodger Keith Johnson, MSFS, CLU®, ChFC®, CAP®
Nancy and Fred H. Jonske FSA
Key Bank
Helen O. Kho, CLU®, RICP®
Andrew J Bucklee, ChFC®, CLU®
Donald S Cameron, CLU®, ChFC®
George I. Connolly JD, CLU®, ChFC®
Susan M. Cooper, MSM, CLU®, ChFC®, CAP®, RICP®
Michael J. Corey
Patrick Corey
Corey Search Group, INC.
Cowan Family Foundation
Howard B. Cowan, CLU®, ChFC®
Edward G. Deutschlander, CLU®, CLF®
Equitable
Federal Life Insurance Co
First Command Educational Foundation
Harris S. Fishman, CLU®, ChFC®
Timothy C. Flanagan Jr., CLU®, ChFC®, ChSNC®
GAX Insurance Education Foundation
Timothy J. Gerend, JD
Diane Hack Gould, MSFS, ChFC®, CLU®, CAP®, ChSNC®
Barbara Grauer
HF Financial
Huntington Ingalls Industries
Insurex, LLC
Michael V. James
Jewish Community Foundation
Rodger Keith Johnson, MSFS, CLU®, ChFC®, CAP®
Nancy and Fred H. Jonske FSA
Key Bank
Helen O. Kho, CLU®, RICP®
Leon L. Levy, CLU®, RHU®
Liddy Family Foundation
Richard A. Liddy, CLU®
M Financial Group
Eileen C. McDonnell
James J. Meehan, MSM and Dana Meehan
Millard J. Grauer Marital Trust
Mutual Of Omaha
National Life Group
NFP Insurance Services Inc
Jacinda Norvell
Ohio National Financial Svcs
Pacific Life Foundation
Pearson Vue
RGA Foundation
M. Michael Rooney, CFP, CLU®, ChFC®
Michael E. Rosenzweig, CLU®, ChFC®
Securian Financial Group Inc
Gary R. Sitzmann, CLU®
State Farm Companies Foundation
Stifel
The Sitzmann Family Trust
Westley V Thompson, CLU®
Truist
Vanguard Charitable Endowment
Dee and Paul E. Vignone, CLU®, ChFC®, JD, LLM
Sallie and William B. Wallace, CLU®, ChFC®, CAP®
Western & Southern
Liddy Family Foundation
Richard A. Liddy, CLU®
M Financial Group
Eileen C. McDonnell
James J. Meehan, MSM and Dana Meehan
Millard J. Grauer Marital Trust
Mutual Of Omaha
National Life Group
NFP Insurance Services Inc
Jacinda Norvell
Ohio National Financial Svcs
Pacific Life Foundation
Pearson Vue
RGA Foundation
M. Michael Rooney, CFP, CLU®, ChFC®
Michael E. Rosenzweig, CLU®, ChFC®
Securian Financial Group Inc
Gary R. Sitzmann, CLU®
State Farm Companies Foundation
Stifel
The Sitzmann Family Trust
Westley V Thompson, CLU®
Truist
Vanguard Charitable Endowment
Dee and Paul E. Vignone, CLU®, ChFC®, JD, LLM
Sallie and William B. Wallace, CLU®, ChFC®, CAP®
Western & Southern
President's Circle - Annual Gifts of $1,500-$9,999
Ariel Investments
Thomas Covey Armington, MSM
AssetMark
Terry and Kevin E. Baldwin, CLU®, ChFC®, CAP®
James M. Benson, CLU®
Lee Vincent Bethel, CLU®, ChFC®, REBC, RHU®, CAP®, ChHC®, CASL®
Randall Scott Boll, MSFS, CLU®, ChFC®, CAP®
Robert J. Born, CLU®, ChFC®
Peter C. Browne, LUTCF®
Leslie Susanne Calkins, MSFS, CLU®, ChFC®, CASL®, RICP®, CAP®
Eric Byron Campbell, CLU®, ChFC®
Capitas Financial, Inc.
Mary Ann Casati, ChFC®
John R Chittick, CLU®, ChFC®
William J. Christie, CLU®, ChFC®
Ronald Colby, ChFC®
Christina Irene Collins, CLU®, CASL®, ChFC®, RICP®
Country Financial
Charles T. Cronin III, CLU®, CAP®
Philip B. Cubeta, MSFS, CLU®, ChFC®, CAP®
Kathleen Turan Davenport, MSFS, CLU®, ChFC®, CASL®, RICP®, CAP®
Lisa Davis, MSM
Paul L. DeLisio, MSFS, CLU®, ChFC®, RHU®, REBC®
Gerry R Deming, CLU®
Ralph E DeWerff, CLU®
Edward D. Digges, ChFC®
Richard Paul Dodd, CLU®, ChFC®, CLF®, MSM
Jeffrey C. Dollarhide, CLU®, ChFC®
Anthony J. Domino Jr., MSFS, ChFC®, CLU®, CAP®
Robert Eichler, MSFS, CLU®, ChFC®
Harry Elikan, CLU®
Deborah J. Eskridge Glenn, MSM
Darin S. Fass, CLU®, CLF®
Saul F. Feingold, MSFS, CLU®, ChFC®
FHJ Capital Ventures, LLC
Linda Fletcher
Foresters
Fremont Bank
Lee M. Gammill Jr., CLU®
John H Greene, CLU®, ChFC®
Erin and Stephen Grourke, CAP®
Richard J Hartung, CLU®, ChFC®
John A. Hohman
Terence L. Horan, CLU®, ChFC®, CAP®
Sally Hudson
James S. Hunt
L. Stockton Illoway, MSFS, CLU®, ChFC®
James A. Jacobs, CLU®, ChFC®
Bryan Johnson, MSM
C. Sherfy Jones, CLU®, ChFC®
Chafee Jones III, CLU®, ChFC®
Nancy and Fred H. Jonske FSA
George K. Kamajian, CLU®
Michael V. Kane
James Katsaounis
Jenny Kho, CLU®, ChFC®, RICP®
Helen O. Kho, CLU®, RICP®
Jeffrey Richard Knight, MSFS, ChFC®, CLU®, CAP®
Ryan James Kramer, CLU®, ChFC®, CLF®
Gloria M. La Grassa, CLU®, ChFC®
Paul A. LaPiana CFP
Tod D. Lashway, ChFC®, CLU®, RICP®
Douglas J. Licari, CLU®, ChFC®, LUTCF®, CASL®, CAP®, RICP®
Stephen N. Maus, MSFS, CLU®, CAP®
James K. McAndrews, CLU®
Jim McDermott
Edward M. McEvoy, MSM
John T Meyers Jr, CLU®, ChFC®
Milestone Financial Solutions
David D. Mirabito, MSFS, LUTCF®, CLU®, ChFC®, RICP®, WMCP®
Blake Mohr, CPA
James F. Naive, MSFS, CLU®, ChFC®
Yuka Nakahara‑Goven, CLU®
Nationwide Life Ins. Co.
Linda S. Need, MSFS, CAP®, FSA®, CFA®, CFP®
NewDay USA
North Star Resource Group
Michael J. O'Donnell
David M. O'Malley
Chad Patrizi, PhD
Mary and Robert B. Plybon, CLU®, ChFC®
Lisa Harmon Powell and Robert W. Powell, CLU®, LUTCF®
Alan Press, CLU®, LUTCF®
Protective Life Insurance Co
Lucas J. Quaccia, CLU®, CLF®, ChFC®
R.P. Dodd Group, Inc
Ron L. Ransom, MSM
Carl H. Reinhardt, CLU®, ChFC®
Renaissance Charitable Fdn Inc
Susan and Phillip C. Richards, CLU®, RHU®
John W Rittenhouse Jr, CLU®, ChFC®
RJK Financial
Stella Rollins, CLU®
Michael D. Sarver
Albert J. Schiff, CLU®, CAP®, RICP®
Jayne Nemerow Schiff, MSFS, CLU®, ChFC®, REBC®, CAP®, ChHC®, MPS
Mike F. Scovel, MSM, CLU®, ChFC®
James M Sigmund, CLU®
Silicon Valley Community Foundation
Sing for America Foundation
Robert T. Sinks, CLU®, ChFC®
State Farm Insurance
David L. Stearns, Jr.
Seymour Sternberg, CLU®
Maurice L. Stewart, CLU®, ChFC®, CLF®
David G. Stoeffel, CLU®, ChFC®
Eugene H. Storms, MSFS, CLU®, ChFC®
John D. Stufflebeem
Forrest Gib Surles, MSFS, CLU®, ChFC®
Eric K. Takao, MSFS, CLU®, ChFC®, RHU®
David R. Tarella, CLU®, ChFC®
The Ron & Kathy Colby Family Foundation
Allen F. Thomas, CAP®
Harvey Micheal Thomas, MSFS, LUTCF®, RHU®, CLU®, REBC®, ChFC®, CASL®, CAP®, ChSNC®, RICP®
Wayne E. Thomas, CLU®, ChFC®
Thomas Paul Tooley, CLU®, ChFC®
Elbert Hardy Vaughn Jr., MSFS, CLU®, ChFC®, CAP®
Dee and Paul E. Vignone, CLU®, ChFC®, JD, LLM
Wawa Foundation
Amanda Weitman, CAP®
John G. Wells, RICP®
David W. White, CLU®
Timothy E. White
Walter R. White, CLU®, RICP®
David C. Whitney, CLU®
Scott A. Winslow, MSFS, ChFC®, CLU®, RICP®, AEP®, CCFC
Friends of The College - Annual Gifts up to $1,499
- 1847 Financial, LLC.
Troy R. Aaron, LUTCF®
Ralph G. Adamo, MSFS, CLU®, ChFC®
Ralph S. Adorno, CLU®
Ike Agudosi
AIEE Realty LLC
Samir J. Alame, PhD, MSFS, CLU®, ChFC®, REBC®
Magid Alawad
John M. Albanese, ChFC®, CLU®
Albemarle Financial Corp
John Aldama
Crystal Alford‑Cooper
Nelrae Ali
Donald K. Allen, LUTCF®
Elizabeth M. Allen
Morris Allen, Jr.
Allstate Foundation
Lindsay Allumbaugh
William Ames, Jr.
Myron R. Anderson, CLU®, ChFC®
Anonymous
J. David Armstrong
Byron E. Arnold
Marc D. Arnold, CLU®, ChFC®
Assurity Life Insurance Co
Atlas Ins. Agency, Inc.
Richard P. Atlas, CLU® Edward C. Auble, MSFS, CLU®, ChFC®, LUTCF®, CASL®
Thomas Jason Austell, MSFS, ChFC®, CLU®, CASL®, RICP®, CAP®, ChSNC®
Manly Hargrave Aylor Jr, CLU®
Peter G. Bahner, CLU®, ChFC®, CLF®, RICP®
Sandra J. Bailey
Guy E. Baker, Ph.D., MSFS, MSM, CLU®, ChFC®, RHU®
Lou Ann Baker
Renee Baker
Vernon George Baker, ChFC®
Jacqueline Baldwin
Malcolm M. Banks
Aaron K. Barber
Antony Barber
Lisa Barclay
R. Lamar Barden, MSFS, LUTCF®
George Barnes
Edward P. Barrett, ChFC®
Grady Batchelor
Tanya Battle
Christopher Bauchle
Maureen Beavers
Paul Lorin Bechly, MSFS, CLU®
Gary Beckles
William H. Beckley, MSFS, CLU®, ChFC®
Sandra Turner Becks, ChFC®
Tierra Bell
Richard Lewis Bender, CLU®
Andrew P Benfield Jr, LUTCF®, CLU®
Jason Bennett
Elaine Beringhause
David W. Bernard, CLU®, ChFC®
Marc J. Bernstein, ChFC®, CLU®, CAP®
Marcus N. Best, RICP®
Lodie V. Biggs III, CLU®, ChFC®
Richard F. Bisesi, CLU®
Euron Blackwell
Kareen Blake
Paul F. Blanco, LUTCF®
Terry S. Bobo
Gary P. Bocard, CLU®, ChFC®
Bradley H. Bofford, ChFC®, CLU®
Edward J. Boksan, LUTCF®, CLU®, ChFC®
Walter T Bonin, CLU®
Anthony F. Boquet, CLU®, LUTCF®, ChFC®, CASL®, CLF®, FSCP®
Jennifer Alane Borislow, CLU®
Jerrold J. Borrowman, MSFS, CLU®, ChFC®, LUTCF®, CAP®
Glenn Boseman, CLU®, CLF®, RICP®
Packard L Boxley, CLU®
LaMar Boyce
Charles N. Bracht, CLU®, ChFC®
Janet M. Bradlow, CLU®, ChFC®
Lauro A. Braganza, LUTCF®, CLU®, ChFC®
Aubrey Branch
Kathryn E. Brennan, CLF®
Philip V. S. Brewer, CLU®, ChFC®, RICP®
Andrew G. Briggs, MSM, ChFC®, CLU®
Steven D. Briglia
Andrew G. Brincefield, CLU®, ChFC®, RICP®
Elmer P. Brinkman, LUTCF®, CLU®
Brown & Associates, LLC
Brian S. Brown*, CLU®, ChFC®
Robert B. Brown, CLU®, ChFC®, CASL®
Sherwood Brown
Tonya Brown
Allen R. Bruce, CLU®, ChFC®
BTA Advisory Group
Buffalo Business & Estate Services, LTD.
Jevertus Burnett
Robert T Burns, CLU®, ChFC®
Karl L. Burrell
James L Butler, MSFS, CLU®, ChFC®
Brooke Buttari
Norton Byer, CLU®
Pamela Caesar
Daniel A Caldwell
Vanessa Calhoun
Michael A. Callahan, CLU®, ChFC®, CASL®
Daniel Calleja
Karla Callender
John R Calvert III, ChFC®, CLU®
Ronald H. Carr Jr, CLU®, ChFC®
Walter D. Carr, RICP®
Tre Carruthers
V. Perry Carter, ChFC®, CLU®
Maria Carty
Michael J. Cassells
Raymond G. Caucci, ChFC®, FSA
Karen Cerino
Peter S. Chan, CLU®, ChFC®, CASL®
Jeremy Chang
Barrie Chapin
David Chareonsuphiphat
Charities Aid Foundation America
Chartered Financial Planning Assocs, LTD
Jonathan Childs, ChFC®
Thomas A Christensen, LUTCF®
Larry R. Christenson, CLU®, ChFC®, CASL®
Pandelis P. Chryssostomides, MSFS, ChFC®, CLU®, RHU®, REBC®, CAP®, CASL®
Andrea Clark
Caroline Clark
Gregory Clark
Timothy L. Clark
Clark West Agency Inc.
Daniel Clarke
James M. Clary
Philip Sean Clements, MSM
Keita D. Cline, CLU®
DeAndre Basilio Coke, CLU®, ChFC®
Scott D Colby, CLU®, ChFC®
Randall S. Cole, CLU®, ChFC®
Christina Coleman
Terry Colen
Community Foundation of New Jersey
Kathy C. Conley Jones, LUTCF®
David Lee Cook IV, ChFC®
Rowland Cooper III, MSM, CLU®, ChFC®, LUTCF®
Wayne P. Cooper, MSFS, CLU®, ChFC®
C.W. Copeland, RICP®, ChFC®, CLU®
Morgan K. Copeland McCorkle
Yves M. Cordon
Toni Cormier
Mary Coursey
James Cowan
Steven I. Crabbe, RICP®
Wilfredo Crave, Jr.
Patricia K. Crawley
Howard Crockett
Audrey Croft
Deborah L. Croft
Edward Cross
Thomas P. Cudahy
Valiant Cuiellette
Donald E. Culver, MSFS, CLU®, ChFC®
Neal A. Cupersmith
Eugene R. Curry Jr, CLU®
Naomi B. Cusack, CLU®
Walter Dandridge
Davidson Insurance Services
Rondol L. Davidson, LUTCF®, CLU®
Andrea Davis
Kenneth Davis
Kim Davis
Ralph Davis Jr., CLU®, ChFC®
Brian D. Dawson, ChFC®
Susan Deakins
Austin D. Dean, ChFC®, CLU®, RICP®
Addison Deboer
Shanida Degracia
Anthony A. Del Pozzo, ChFC®, RICP®
Delant Financial Group, LLC
Gerald Delk
Carl A. DeMarco, ChFC®
Walter Detrinidad
Amy Diaz
Michael DiChristofaro, ChFC®
Aurora C. Dickson, CLU®, ChFC®
Kennerly H. Digges
Gretchen Dinucci
Don Van Der Weide Rev Living Trust
Calib L. Donnell, RICP®
Aine Donovan
Jennifer L Dorfmeister, CLU®, ChFC®
James S. Drake, CLF®
Colin Dreyer, CLU®
Kirk P. Dryden, CLU®, ChFC®
Kathleen DubuqueGallo
Robert P. Ducato, RHU®, REBC®, CLU®, ChFC®
John M. Duffy III, ChFC®
Lisa Duffy
Aaron A. Duncan
Jon Dupes
Andrew G. Dzurinko, CLU®, ChFC®
Jason S. Early
Stephanie Early
Ralph E Eberhart
Edward Jones
Eulette Edwards
Mark Howard Ehrenreich, CLU®, ChFC®
Bernard Eizen
Michael S. Ekre, CLU®, ChFC®, CASL®, RICP®
Calvin H. Elam, MSFS, LUTCF®, ChFC®, CLU®
Jaudaun Eldridge, FSCP®
Charles R. Elhoff Jr., CLU®, ChFC®
Christopher Emmanouilides
John Ensley
Alex Eom
Erhard Financial Inc.
Keith A. Erhard, CLU®, ChFC®
Dennis P Erickson, ChFC®
Melissa Marie Estrada
Ashleigh Evans
Robert Evans
Rachel Faddis
Paul S. Faidley Jr, ChFC®
Raymond H. Fairbank, RHU®, LUTCF®
James F. Fanning, CLU®, ChFC®, CASL®
Frank M Faron, ChFC®, CLU®
Trevor A. Farrington, LUTCF®
John L. S. Fay, CLU®
Michael W. Feko, CLU®, ChFC®, LUTCF®
Nancy M. Feldman
Glenn L. Felner, CLU®, ChFC®
David Harvey Ferguson, ChFC®
Brian Fielden
David J. Fier, ChFC®, CLU®, RICP®
Financial Planning Associates, LLC
A. Kenneth Fine, CLU®
Ellen M. Fine
Michael Finke, PhD, CFP®
Marc Firlie
First Allmerica Financial
Michael J. Fischer, ChFC®, CLU®, CASL®
Mary Fischer‑Nassib, CAP®
Jan R. Fitzpatrick
Dennis J. Flaherty
Kelsey Fleming
Loren Flood
Allen Floyd
Dan Flynn
Craig R. Forbes, LUTCF®
Danielle Foster
Angela Foxx
Phillip B. Franczyk, MSFS, CLU®, ChFC®, CASL®
Brian A. Franklin, RICP
Ivory Freeman
Timothy J. Freeman, CLU®, ChFC®
Donald B. French, CLU®
Herta C. Fuchs, MSFS, MSM, CLU®, ChFC®
Kenneth H. Fuirst, CLU®, CAP®
J. Stewart Fuller, MSFS, CLU®, ChFC®
Michael J. Gaeta, LUTCF®, CLU®
Camille J. Gaffney, ChFC®, CLU®
Charles C. Gaillard Jr., LUTCF®
Anne Marie Gallagher, CAP®
Diane Gardner
Larry Gardner
Timothy George Garner
Charles E Garrity, CLU®, ChFC®, CASL®
Julia E. Gartshore
Steve Gerber
Gina Geter
Richard J Getzen
Charlotte J. Ghazarian, LUTCF®, ChFC®, CLU®, CASL®, RICP®
Jimmy L. Gillispie Jr., CLU®
Kevin G. Gleim, LUTCF®, CLU®
Rosalyn L. Glenn, FSCP®
Carol Goff
Walter Goggans
Dennis J Goldstrand, CLU®, ChFC®
Jason Ryan Goldy, ChFC®
Gina Golson Nunery
Christina Gonzalez
Joshua A. Gonzalez, CFP®, ChFC®, CLU®
Sandra E. Goodstein, MSFS
Jesse R. Gottlieb, CLU®
Louis F. Grammes, CLU®
Mr. Frank J. Graviano III
Greater Milwaukee Foundation
Robert R. Green, CLU®, ChFC®
Mary Greene
Michael Greer
Centario Grier
Thomas M. Griffith, ChFC®, CAP®
Sonya D. Gross
Leon Martez Grove, ChFC®, RICP®
Brenda M. Groves, CLU®
Keith Gubbay
Jonathan M. Guidon, CLU®, ChFC®
Robert A. Gurman, CLU®, ChFC®, CASL®
Gus Bates Financial Services
David F. Gwynn, CLU®, ChFC®
Kojo Gyabaah
Bruce Hacker
Robert D. Hackett, CLU®, ChFC®
Douglas L. Hall, ChFC®
Gerald F. Hall, MSFS, CLU®, ChFC®, CAP®
Gwendolyn Hall
Paul A. Halsey
John M. Hamilton, CLU®, ChFC®
Malcolm L. Hamilton, MSM, LUTCF®, CLU®, ChFC®
Donald L Hammons, LUTCF®
William C. Handley, CLU®
Nicole S. Harding, bCRE
John M Harmon Jr, CLU®, ChFC®
Lee Harper
Zenobia S. Harris, CLU®, ChFC®, CLF®
Demetrius Harvey
Elisabeth Hassan
John T. Hassell, ChFC®, CLU®
Lolita Hayes
Willie Hayes, III
Tiffany Hays
Douglas R. Head, CLU®, ChFC®, CASL®
Michael P. Healy, CLU®, ChFC®
Kenneth G. Hecht Jr
Amy Heinrich
Yoshia Hence
Michael D. Henderson
John C. Hensley Jr, CLU®, ChFC®, RHU®
Peter G. Herkey, LUTCF®, RHU®, ChHC®
Carmen M Hernaez, LUTCF®
Kyle Herndon
C. Richard Herrold, MSFS, CLU®, ChFC®, RICP®
P. Isis Heslin, ChFC®, CLU®
Dennis T. Higuchi, CLU®, ChFC®
Jo Ann Hill, ChFC®, CLU®
Rueben Hill
Lee W. Himmelmann, MSFS, MSM, CLU®, ChFC®
Laureann Hinds
Barbara F. Hinebaugh, CLU®, ChFC®
Mitzi Hines
Darwin L. Hintz, MSFS, MSM, CLU®, ChFC®
Thomas M. Hippler
Elinor K. Ho, ChFC®, ChSNC®
Max Hoag
Mitchell Hockenbury
Richard M. Hoe, CLU®, RHU®, LUTCF®, ChFC®
Joseph J. Hoff, ChFC®, CLU®
James F. Hoggard III, CLU®, ChFC®, RHU®, CASL®
Daniel J. Holl, MSFS, LUTCF®, ChFC®, CLU®, RICP®
Katrina Horsley‑Watts
Donald F. Houser, Jr., CLU®, ChFC®
John R. Howard, Jr., CLU®, ChFC®
Peter K. Howard, LUTCF®, ChFC®
Jamila Hayes
Robert Hughes
Paul Duane Hummel
Rufus Hunley
Michael Hunsberger
Ahmed J. Hunter
Marcus Hunter
Jeffrey B. Huston, CLU®, ChFC®
David J. Hutcheson, ChFC®
Susan Y. Ihle, CLU®, ChFC®
Charles Immekus
Integrity Wealth Mgnt
Lois L. Isbell, ChFC®, CLU®
Stuart Isgur, CLU®
Kenneth Jackson
J. Curtis Jacob, CLU®, ChFC®
David N. Jacowitz, CLU®, ChFC®, RICP®
John R. Jagger, CLU®, ChFC®
Curtis James, Jr.
Jabbar Jamison
Launey Jason, CLU®, RICP®, ChFC®
Michael Jean
Marissa A. Jencura
Kenneth Jenkins
Larry Jenkins
David A. Jobe, CLU®
John Hancock Life Insurance Co.
David Johnson
Robert S. Johnson, CLU®, ChFC®, LUTCF®
Victor A. Johnson, LUTCF®, CLU®
Aaron Nicholas Jones, CLU®, ChFC®, CLF®
C. Kevin Jones, MSFS, CLU®, ChFC®, RICP®
George Jones
Roderick Jones
Theodore B. Jones
Seong Shin Joo, LUTCF®, FSS®
Joseph W. Jordan
Timi Joy Jorgensen
Veronica Joyner
Christopher Jungers, CAP®
Peter J. Justen, RHU®, LUTCF®, CLU®
Terry M. Kaltenbach, CLU®, ChFC®, CAP®
Geoffrey I. Kanner, MSFS, LUTCF®, CLU®, ChFC®, RHU®
Arnold M. Katz, CLU®
Steven J. Katz, CLU®, ChFC®
Adam Joseph Kaufer
Desiree Kaul
Jeffrey A. Keister
Gerald A. Kelly, CLU®
Troy B. Kemelgor, CLU®, ChFC®, CASL®
Kerry B. Kennedy, ChFC®, CASL®
Stephen C. Kernaghan, CLF®
Victoria Kettnitz
Evneet Khurana, CLF®
Scott R. Kieper, CLU®, ChFC®
Kyle B. Kimbrough, CLU®
Sharon Ann Kiniry, ChFC®
Frank I Kintzle, MSM, CLU®, ChFC®, LUTCF®
Kitces.com, LLC
Thomas C. Klotz, CLU®, ChFC®, LUTCF®, CASL®
Michael E. Knirnschild
Donald M. Kohnstamm, MSFS, CLU®, ChFC®, CASL®, RICP®
Komara Financial Concepts
Thomas G. Komara, CLU®, ChFC®
Lawrence N. Kosciulek
Barry Koslow, CLU®
John Kourakos
Beverly Kracher
Emily A. Krall
- Dennis C. Krol, CLU®
E. Martin Labat
Kerry Lacy
Joyce B. Ladd, CLU®
Bonnie S. Laffie, CLU®, ChFC®
Kevin Laird, ChFC®
Susan Lanigan
Patrick Larkin, ChFC®
Charles J. LaRocca, ChFC®
Nicholas D. Latrenta, CLU®
Ronald D. C. Lau, CLU®, ChFC®
LCJ Associates, Inc.
Jose Ledesma, FSCP®
Patrisha Lee
Robert R. Lehmert, MSFS, CLU®, RICP®
Tomika D. Lemons, CLU®
Brian R. Lessing, CLU®
Samuel Lewis
Terry Kim Lewis, CLU®, ChFC®
Stephen F. Libby, CLU®, ChFC®, REBC®, RHU®, RICP®
George M Likis, CLU®, ChFC®
Lincoln Financial Group
Lincoln Financial Group Foundation, Inc.
Sherri K Lindenberg
Agapita Lobdell
Charlene A. Logan, ChFC®, CLU®
Boris Lokshin, ChFC®
Eugene F. LoVasco, CLU®
Paul Franklin Love, CLU®, ChFC®
Lisa Lovell
Daniel K. Loventhal, CLU®, ChFC®
William G. Loventhal III, CLU®, ChFC®, CASL®, RICP®
Adam Lulow
Kevin Michael Lynch, CLU®, ChFC®, RHU®, REBC®, CASL®, CAP®, LUTCF®, FSS®, RICP®
Robert E. Mackoul, CLU®
Paulette Maehara
Peter Grenville Magnuson, ChFC®, CASL®, CLU®
Nicole Magnusson
Kim Johnson Mahoney, WMCP®, RICP®
Carl G. Mammel, CLU®
Mammel Family Foundation
Lisa M. Mancinelli, CLU®, ChFC®
Dennis J. Manning, CLU®, ChFC®
Ryan Maple
Charles D. Marks, CLU®, ChFC®, CASL®
William P. Marsaglia, LUTCF®, ChFC®
Susan D. Marshall, CLU®, ChFC®
Dennis Martin
Ms. Kristin Martin
Jeffrey Ryan Martinath, CLU®, ChFC®
Miranda L. Massey
Clara Mauritsen
Dan P. McBrayer, RHU®, CLU®
Christopher A. McBride
Cynthia McCarthy
Auston G. McCay, CLU®, ChFC®
Dee McCord‑Ocho
Paul McDonald
Rose Ann McDonald, CLF®
William J McFadden, CLU®, ChFC®
Audrey McFarlin
Bonita Mcfee
Aaron J. McGarry, CAP®
Ms. Elizabeth McGill
Patrick R. McGill
James L McKeever, ChFC®
Meghann P. McKenna, CLU®, ChFC®
Natasha McKenzie
Ashleigh McKimmie
Ms. Kathleen McLaughlin
Allen C. McLellan, LUTCF®, CLU®, ChFC®
Mark J. McLennon, CLU®, ChFC®
Justin S. McNeal
Dan McShane
Thomas V. Meaglia, MSFS, CLU®, ChFC®
Melanie Meaux‑Sahara
Louis Medina
Karen Melo Ticas, RICP®
David Melville
Steven T. Merkel, ChFC®
Brandon R. Mesa
Iris Metcalf
Metropolitan Life Insurance Co.
James P. Meyer, LUTCF®, ChFC®
Deborah D. Meyers
Jeffrey G. Meyers, CLU®, ChFC®, CASL®
Garry Ian Milbrod, CLU®, ChFC®, CASL®
Ora Millard
Keith Miller
Lenwood Mills
Mario Milton
Drew Waylon Mims, ChFC®
Richard Minton
Eugene Mitchell
Mitlin Financial Inc.
Matthew Ellison Mixon, ChFC®, CLU®
Yusuf Mohamed
Richard C Moldenhauer, CLU®, ChFC®
Mark Montgomery
Veronica Moo
Thomas J. Mooney, CLU®, ChFC®
Linda Moore
Philip Bruce Moran, ChFC®, CLU®, RICP®
Tana Morehead
Morgan Stanley
Frank Morizio Jr., LUTCF®
Burden Morris
Emma Morris
Faith Morris
Albert J. Morton Jr., CLU®
Edward T. Motley, ChFC®
Cindy Mueller
Michelle Vincent Muhammed, ChFC®
Kevin J Mulqueen, CLU®, ChFC®
Cheryl Myrick
Maryam Nasser
Christine Neilson
Edward R Nelson Jr, CLU®
Michael Andrew Nemger, MSFS, CLU®, ChFC®, CASL®, RICP®
Jim R. Netzband Jr., LUTCF®, ChFC®
Philip P. Nguyen, CLU®
Courtney Nichols
George Nichols IV
Nick Nickerson
Glenn L Noland, CLU®, ChFC®
Kristin A. Nordahl, CLU®
John L. Norman, CLU®, ChFC®
C. Bayne Northern, MSM, CLU®, ChFC®
Keith Northern*
Teresa Norton
Lester H Novatkoski, CLU®, ChFC®
Megan Nunez
Spencer O'Brien
Michael O'Connell, CLU®, ChFC®
Kodili Odimgbe, CLU®, ChFC®
Thomas J. O'Haren*
Kirk S. Okumura, MSFS, ChFC®
Michael O'Leary, CLU®, ChFC®, CASL®
Stephen A. Oliver, RICP®
Brian M. O'Loughlin
James E Olson, CLU®, ChFC®
Gary M. O'Neill, CLU®, ChFC®
Stephen R. O'Shea, MSM
Robert K. Ostberg, CLU®, ChFC®
Peter H. Owh, RICP®
Paula M Palmer, LUTCF®, CLU®, ChFC®
Frank Pare
G. David Parent, CLU®, ChFC®
Cathy Pareto
Chin S. Park, LUTCF®
Dennis Parks
Jerome N. Pasichow, CLU®, RICP®
Chad Brandon Pasley, ChFC®
Lonnie Howard Paster, RHU®, REBC®, CLU®, ChHC®
Vikram Patney
Lynne A. Patterson, MSM
Michael Pattillo
L. Howard Payne, CLU®
Michael S. Peller, ChFC®
Ron C. Penney Jr., ChFC®
Dwight D. Peterson, RICP®
Wade Donald Pfau, RICP®
Alanah Phillips
Christopher Ross Pierce, RICP®, ChFC®
Paul S. Pierce
Harry Pilson
Gary W. Pinkerton, RICP®
Paul Nai Tai Poon, CLU®, ChFC®
Pope Combined Family Rev Trust
Suzanne Pope, CLU®, ChFC®, CASL®
Brendan Porter
James Porter
William H. Porter
Jon Lawrence Postyn, ChFC®, CASL®, CLU®
Charles W. Potts, RHU®, CLU®
Dennis A. Prentice, LUTCF®
Steven Prew
Charles B. Prothro, CLU®, ChFC®
Prudential Foundation
O. Ralph Puccinelli Jr, CLU®, ChFC®
Jason Quinn
Martin Rafalko
Richard S. Ragus, CLU®
Ralph S. Adorno & Associates
John C. Ramos, CLU®, ChFC®, RHU®, REBC, CASL®, RICP®
Sabino J. Ranaudo, CLU®, ChFC®
Sedell G. Rand, CLU®
Richard L. Rawlings, CLU®, ChFC®
Michael J. Raymond
Ronald Redd, CLU®, ChFC®
Gail K. Reddersen
Shirley M. Redrick, CLU®, ChFC®
Robin Reeves
William H Reichwald, CLU®, ChFC®
Peter Reitmeyer, CAP®
Helen S. Rennie
Anthony Ressie
Janelle Rettig
Carolyn Rhodes Luke
Cynthia Richards Donald
Brett Riddle
Gregory S. Rideout, CLU®, ChFC®, RICP®
Thomas H. Riekse, ChFC®, CLU®
Ross A. Riskin
Jose M. Rivera, CLU®, ChFC®
Lawrence V. Roberts
Kyle Robertson
Carolyn W. Robinson, RICP®
Terrance Robinson
Kristina A. Rodriguez
Robert L. Roessler, ChFC®
Thomas C. Rogers, MSFS, MSM, CLU®, ChFC®
Steven Allen Rohrig
Jocie Rojas
Ronald S. Rosbruch, CLU®, ChFC®
Ivy Rose‑Casey
Adrienne Ross, ChFC®
Hubert A. Ross, MSFS, ChFC®
Hasan Ross‑El
Herman Rowland, Sr.
Yale Rubinson, CLU®
Sheila Katherine Runkel, CLF®
Michael P. Russell
Nancy S Russell, ChFC®
Sina A. Sabb
Amy Salo
Richard J. Salvatore, MSFS, MSM, CLU®, ChFC®, LUTCF®
Rajesh Sanchala, CLU®, ChFC®, RICP®
Jose Sanchez
Brett C. Sarver
Eric T Satcher, LUTCF®
Brian S Savitch, CLU®
Andrea N. Schaffer, CLU®, ChFC®
Scott D. Scheer, MSFS, LUTCF®, CLU®, ChFC®, CASL®, RICP®
Pamela S. Scheppele, ChFC®, CLU®, RICP®
Ken B. Schick
Matthew E. Schiff, CLU®, ChFC®, WMCP®
Stanley Schofield Jr.
Joseph Schoonmaker
Donald R. Schreiber, CLU®, ChFC®
Frederick J. Schroeder, ChFC®
Courtney Schubert
Cynthia D. Schumacker, ChFC®, CLU®
Schwab Charitable Fund
Terry Scipio
Michaela F. Scott, MSFS, CLU®, ChFC®, RICP®
Secure Benefits Northeast, LLC
Annilee Seitchick
Al SesayBenson
David A. Sharp, ChFC®, CLU®, CAP®, RICP®
Angela Darlene Shaw, ChFC®, CLU®
Stephen C Shaw, CLU®
Amina R. Shelton
Tedd Shimp
Michael J. Shindelar
John F. Shull, ChFC®
Aissatou Sidime‑Blanton, CLU®
Faith L. Sigler, LUTCF®, RICP®
Gary R. Sitzmann, CLU®
Dale H Skinner, MSFS, CLU®, ChFC®
Beverly J. Skwarek
Colin Slabach
Robert W. Slanger
Norman A Slaught, CLU®, ChFC®
Myra Lynn Slaybaugh, MSM, ChFC®, CLF®
JoAnn C. Slezak
Graham Smart
Anthony Smith
Brian J. Smith, RICP®
Deaton Smith
Mark B. Smith, MSFS, CLU®, ChFC®
Nicole Cherie Smith, CLU®, ChFC®
Rick Smith
Joseph W. Sowell Jr, CLU®
Jaime Soza
Gary D. Speicher, CLU®, ChFC®
Horst O. Speidel, CLU®, ChFC®
Derrick Spencer
Tashera Spivey
Joseph James Springer, RICP®, WMCP®
Jairmiya St. Hilaire
Matthew Stephens
Rollie E. Stephens, CLU®
Robert L. Stevenson II
Glenn Ernest Stevick Jr., CLU®, ChFC®, LUTCF®
Constance Stewart
Ivory Stewart
Thomas A. Stewart, CLU®, ChFC®
Eric E. Stief, CLF®
Sandra Uyemura Strong, MSFS, LUTCF®, ChFC®, CLU®
Donna Stuart
Larry O. Sundholm, CLU®, ChFC®
Georgia J. Suranofsky, CLU®, ChFC®
John M. Swanno, CLU®, RICP®
Charles Swarns
Joyce Swinson
Taddei Ludwig & Associates
Matthew Frank Taddei, MSFS, MSM, CLU®, ChFC®
Robert Tanner
Gary M. Taylor, ChFC®
John E. T. Taylor, RHU®, CLU®, ChFC®
Jonathan D. Taylor
Marcus J. Taylor, CLU®, ChFC®
Michael Taylor
Haywood Tellis
Christine P.Y. Tenbarge, ChFC®, CLU®
Melanie V. Terry
The Benfield Agency
The Glenmede Trust Company, N.A.
The Ohio National Foundation
The San Diego Foundation
The Shorewood Agency
Angelia Thomas
Norman Thomas
Shannon Averett Thompson
Tirah Thompson
Juan Thorn, RICP®
Thrivent Financial
Richard E. Thurz, LUTCF®, ChFC®, CLU®, CASL®
Gwendolyn Tillman
Richard V. Tipton, LUTCF®, CLU®, ChFC®
Daniel W. Tomlinson
Angel M. Torres
Dawn Torres‑Gale
Martin L Trail, CLU®, ChFC®
Mr. Jared Trexler
Brian A. Trippiedi, MSFS, MSM, CLU®, ChFC®, RICP®
Ike Stone Trotter, LUTCF®, CLU®, ChFC®, CASL®, RICP®
Jack B. Turner, CLU®, ChFC®
James T. Turner III, CLU®
Kimberly Leander Turner, MSFS, PhD, LUTCF®, ChFC®, CAP®, CLU®
Janice Tymesen, RICP®
Unum Life Ins. Co. of America
Dave Valdez
Don Van Der Weide, CLU®, RHU®, ChFC®
Melanie Vanderpool
Vanguard Group
Stephanie R. VanSickle, bCRE
Mary C. Varner
Merle E. Varney Jr., RHU®, LUTCF®, REBC®
Stuart A. Vaughn, RICP®
Richard James Veenhoven, ChFC®
Jason Velencia
Robin Harris Vetere, CASL®
Thomas H. Vickers III, CLU®, RHU®, ChFC®
Patrick R Vivier, MSFS, CLU®, ChFC®
Lambert J. VonBank, CLU®, ChFC®
W.W. Warren Insurance
Tanna R. Wagner
Wayne D Wagner Jr., ChFC®
Michael T. Wahl, ChFC®, CLU®
Leonard Quincy Waldron, CLF®
Guy Walker
Jeffrey B Wallace
Lynn C. Wallace
Ronald J. Walrath, ChFC®, CLU®
Walter Bonin Financial Services
Jeffrey W. Waltmire, ChFC®, CLU®
Yezhou Wang
Alfred J Warburton, MSFS, MSM, ChFC®
Calvin Ward
Leslie Warren
Wesley Wayne Warren, ChFC®, CLU®, CASL®, RICP®
Kadedra Warren‑Jones
Jessie Lee Washington, MBA, RICP®, ChSNC®, AIF
Sylvia Watford
Richard G Watson, CLU®
Rudolph D. Watz, CLU®, ChFC®
John F. Wayland, CLU®, ChFC®
Clifford Sewall Webster, CLU®, ChFC®, CASL®, RICP®, WMCP®
Larry L. Weichel
Bonnie J. Weinberger
Joseph Weinkle, CLU®
Charles P. Welde, ChFC®, CLU®, CASL®
Scott R. Werber, LUTCF®
Ronald Clark West, CLU®, ChFC®
R. Ray Westfall, MSFS, CLU®
Thomas B Wheeler, CLU®
Edward L White, CLU®, ChFC®
Jemond White
Brandi Whitfield
Leah Janina Wiggins, LUTCF®
Mattalene Wilcher
Cheryl Wilkins
Darrell J. Williams
Desiree Williams
Fatima Williams
Kim Williams
Lakesha Williams
Michele Williams
James L. Williamson, CLU®, ChFC®
Wayne Williamson
Leisha E. Willis
Bruce E Wilson
Felicia Wilson
Garth Blaine Wilson, MSFS, CLU®, ChFC®
Gregory M. Wilson, CAP®
Michael Wojciechowicz
Charles E. Woodbury, CLU®, ChFC®
Ronald I. Woodmansee, MSFS, CLU®, ChFC®
Elizabethand David F. Woods, CLU, ChFC, LUTCF
Reginald Woods
Bert Wright
Geoffrey Alan Wright, CLU®, ChFC®, RHU®, CASL®, RICP®
Wright Group, Inc
Reggie Wright
Richard W. Wright, CLU®
Dilun Wu
Robert J. Wyble, CLU®
Paula Y
Danita Yetter, ChFC®
Marion Takaaki Yongue, CAP®
Barry C. Young, CLU®
James Young
Anthony J. Zaccagnino, ChFC®, CLU®
Juan C. Zapata, MSM
Brian C. Zarnick
Carl William Zeidler, MSFS, CLU®, REBC®, RHU®, CASL®
Michael G. Zorio, CLU®, ChFC®
Legacy Society
Recognized those who have pledges to support The College through estate gifts, life-income gifts or the transfer of assets
- Marvin A. Address
Fredrick E Adkins III, CLU®, ChFC®, LUTCF®
Rosemary T. Aitken, CLU®, ChFC®
John M Allen Jr, CLU®, ChFC®
David B. Allen, CLU®, ChFC®
Eugene J. Altstatt, CLU®, ChFC®
Dan W. Anderson, CLU®, ChFC®
Clifton F Anderson, CLU®
R. Allen Angell, CLU®, ChFC®
Stuart A. Appel, LUTCF®, CLU®
Rudolph Arkin, CLU®
Joseph M Backes, CLU®, ChFC®
Robert W. Bailey, CLU®, ChFC®
John W Baker, CLU®, ChFC®
Guy E. Baker, Ph.D., MSFS, MSM, CLU®, ChFC®, RHU®
Benjamin G Baldwin Jr, MSFS, MSM, CLU®, ChFC®
Robert Michael Ball
Kristin L Barens
Walter Barnes Jr, CLU®, ChFC®
John M Barry, CLU®, ChFC®
Laurence Barton
John A. Batza, CLU®, ChFC®
J Gary Beagin, CLU®, ChFC®
William H. Beckley, MSFS, CLU®, ChFC®
Kenneth R. Beesley, CLU®, ChFC®
Donald D. Beeson, MSFS, CLU®, ChFC®
Charles Edwin Belcher, CLU®, ChFC®
Sam E. Beller, CLU®, ChFC®
Fred W. Beltz III, CLU®, ChFC®
Dan A Bench, CLU®, ChFC®
David G Benedict, CLU®, ChFC®
James M. Benson, CLU®
Warren G Berger III, RHU®, CLU®, ChFC®
Ronald J. Bergstrom, CLU®, ChFC®
Ronald W Beshear, CLU®
Lee Vincent Bethel, CLU®, ChFC®, REBC, RHU®, CAP®, ChHC, CASL®
Ronald Edward Bishop, MSM, CLU®, ChFC®
Stephen J. Blakesley, MSM, MSFS, CLU®, ChFC®
G James Blatt Jr, CLU®
Garrett J. Bleakley, CLU®, ChFC®
Debra G. Boblitt
Gary P. Bocard, CLU®, ChFC®
Bradley H. Bofford, ChFC®, CLU®
Robert H. Boisvert, CLU®, ChFC®
Frederick S Bolyard, CLU®, ChFC®
Lawrence F. Boord, CLU®, ChFC®
Jerrold J. Borrowman, MSFS, CLU®, ChFC®, LUTCF®, CAP®
Jacob W Boston
Thomas A. Bott II, MSFS, CLU®, ChFC®
James A. Bouterse, CLU®, LUTCF®, ChFC®
Charles R Boyd, CLU®
Charles N. Bracht, CLU®, ChFC®
Stephen R. Braswell, CLU®
John A Briner, CLU®, ChFC®
J. C. Brinsfield, CLU®, ChFC®
Michael O Brown
M Wendell Brown, CLU®, ChFC®
Rice E Brown, MSFS, CLU®, ChFC®
William A Browne Jr, MSFS, CLU®, ChFC®
Peter C. Browne, LUTCF®
Allen R. Bruce, CLU®, ChFC®
Daniel E. Brunette, CLU®, ChFC®, CASL®, RICP®
John H Bullock Jr, CLU®, ChFC®
Edward A. Burch, CLU®, ChFC®
Glenn R Burell, CLU®, ChFC®
Stephen P Burk, MSFS, MSM, CLU®, ChFC®
Francis D. Burke Jr., CLU®, ChFC®
Joseph T. Burkhard, LUTCF®, ChFC®, CLU®
Ronald J Bushwell, CLU®, ChFC®
Dennis E Butler
Dickson C. Buxton, CLU®, ChFC®
Linda A. Cahill, CLU®, ChFC®
Albert G Call III, CLU®, ChFC®
John E. Calles, CLU®, ChFC®, CASL®
Juan E. Calles, CLU®, ChFC®
John D Campbell Jr, CLU®, ChFC®
Peter Grant Carey, CLU®
Byron L Carlson, CLU®
Robert A. Carter, CLU®, ChFC®
John R. Cassin, CLU®, ChFC®
James Cerone Jr., CLU®, ChFC®
Robert E. Chappell
Herbert L Cheskis, CLU®
Beverly T. Chrisman, CLU®, ChFC®
Adelia C. Chung, CLU®, ChFC®
James M. Clary
R. Michael Condrey, CLU®, ChFC®, CASL®, CLF®
Susan M. Cooper, MSM, CLU®, ChFC®, CAP®, RICP®
Deborah L Copeland, CLU®, ChFC®
Susan Zielinski Correa, CLU®
Howard B. Cowan, CLU®, ChFC®
Cheryl D. Creuzot
Ralph L. Crews, CLU®, ChFC®
Charles T. Cronin III, CLU®, CAP®
John W. Cruikshank III, CLU®
David A. Culley, CLU®, ChFC®
John R Cushing, CLU®, ChFC®
William Damora, CLU®, ChFC®
Anna L Daniels
Roy G. Daniels, MSFS, CLU®, ChFC®
Kathleen Turan Davenport, MSFS, CLU®, ChFC®, CASL®, RICP®, CAP®
Joseph D. Davenport, MSFS, CLU®, ChFC®
Michael C. Davidson, MSM, CLU®, CAP®
Ralph Davis Jr., CLU®, ChFC®
David Q. Day, MSFS, CLU®, ChFC®
John W DeDominic
Thomas L. Deleot, CLU®, ChFC®
Sara Kay Dempsey, CLU®, ChFC®
John J. Dennison, MSFS, CLU®, ChFC®
Robert A Derrenbacker, CLU®, ChFC®
Louis P. DiCerbo II, CLU®, ChFC®, LUTCF®
Arvid Dike, CLU®
Charles R. Dobson Sr., CLU®
Anthony J. Domino Jr., MSFS, ChFC®, CLU®, CAP®
Robert V Donovan, CLU®, ChFC®
David J Downey, CLU®
John R. Driskill, CLU®, ChFC®
Kirk P. Dryden, CLU®, ChFC®
Bernard E Duhaime
Jay R. Eagan, MSFS, CLU®, ChFC®
Catherine Lynn Eckardt, CLU®, ChFC®
Kenneth R. Ehinger
Robert Eichler, MSFS, CLU®, ChFC®
Alfred O Elder, MSFS, MSM, CLU®, ChFC®
Keith A. Erhard, CLU®, ChFC®
Salvatore F. Farina, MSM
Gil L. Fash, MSFS, CLU®, ChFC®
Caroline A. Feeney, CLU®, ChFC®
Neal R. Fegely
Saul F. Feingold, MSFS, CLU®, ChFC®
Charles J Feldman, MSFS, CLU®, ChFC®
William W. Fenniman, CLU®, ChFC®
Charles I. Ferrara, CLU®
Alan R. Finkelstein, CLU®
Wayne N Fleischer, MSFS, MSM, LUTCF®, CLU®, ChFC®
Dennis A Flem, CLU®, ChFC®
Gary L Flotron
Michael M Flynn, CLU®
Lewis W. Fogel, MSM
Maureen M. Foley, CLU®, ChFC®
Curtis B Ford, CLU®, ChFC®
A. Scott Foster, CLU®
Samuel J. Foti, CLU®
Gene L. Foxen, CLU®
Timothy J. Freeman, CLU®, ChFC®
Lori B Friedman
Paul S Frommer, CLU®, ChFC®
Kenneth L. Fry Jr., CLU®, ChFC®
Lee M. Gammill Jr., CLU®
James Levering Garard III
Charles E Garrity, CLU®, ChFC®, CASL®
Seymour Geller, CLU®, ChFC®, RHU®
Richard E Geno, MSFS, CLU®, ChFC®
Nancy Boos Georgen, CLU®, ChFC®
Richard M Geriner, MSFS, CLU®, ChFC®
Campbell T. Gerrish Sr., MSFS, CLU®, ChFC®
John T Ghegan, CLU®
Peter A. Golato, CLU®, ChFC®
Fredric E. Goodman, CLU®, ChFC®
Frederick M. Goodwin Jr.
William O. Goodwin, CLU®, ChFC®
Thomas E. Goris Jr., CLU®, ChFC®
Diane Hack Gould, MSFS, ChFC®, CLU®, CAP®, ChSNC®
Charles M Graham, CLU®, ChFC®
Nancy H Green, CLU®, ChFC®
Ronald J. Greenberg, CLU®
John W. Greene Jr., CLU®, ChFC®
Jason S Hackmann
William K. Halliburton, MSFS, CLU®, ChFC®
Allan G. Hancock, CLU®, ChFC®
Calvin L. Hannah, CLU®
Randall H. Harbert, CLU®
Thomas H. Harris, CLU®, ChFC®
Richard L Hartmann, CLU®, ChFC®
Kevin J. Hassan, CLU®
Thomas M. Hawco, CLU®, ChFC®
Jack D Hayes, CLU®, ChFC®
John E Hazard, CLU®, ChFC®
Dermot Thomas Healey, CLU®, ChFC®, RHU®, REBC®, CASL®, CAP®
Frank G. Heitker, CLU®
Wayne A Hellbusch, CLU®, RHU®
Thomas S Henderson
John C Hensley Jr, CLU®, ChFC®, RHU®
Donald J. Herzog, CLU®
Peter F. Hibbard, CLU®, ChFC®
Phillip J. Hildebrand, CLU®
Richard L. Hill, CLU®, ChFC®, LUTCF®
Austin E. Hodgkins Jr., MSFS, MSM, CLU®, ChFC®
Gregory L Hoernschemeyer
David F. Hokanson, MSFS
Terence L. Horan, CLU®, ChFC®, CAP®
William J Howell, MSFS, MSM
Anita J M Hsiao, MSM, MSFS, CLU®, ChFC®, LUTCF®
Kenneth E Hunter, CLU®, ChFC®
John P Huntington, CLU®, ChFC®
Randy Lee Husman, CLU®, ChFC®
Roland J. Hymel Jr., MSFS, CLU®, ChFC®, RHU®
Leonard J Ialeggio, CLU®, ChFC®
John Irvin
J Curtis Jacob, CLU®, ChFC®
John R Jagger, CLU®, ChFC®
Donald C. Jayne Jr., CLU®, ChFC®
E. Dunbar Jewell, CLU®, ChFC®
Douglas W Johnson, MSFS, CLU®, ChFC®, LUTCF®
Alfred C Johnson, CLU®, ChFC®
Rodger Keith Johnson, MSFS, CLU®, ChFC®, CAP®
C. Sherfy Jones, CLU®, ChFC®
Richard M. Kagan, CLU®
Terri R. Kallsen
Allan M Kaplan, CLU®, ChFC®
George W. Karr Jr., CLU®
- Arnold M. Katz, CLU®
Joe Kelley, CLU®, ChFC®
Jack Arnold Kelley Jr, CLU®
R Gene Kent, CLU®, ChFC®
John S. Kerr, CLU®, ChFC®
Robert Henry Kerrigan, CLU®, ChFC®
Thomas D Kienlen, CLU®, ChFC®
Robert E Kiley, CLU®, ChFC®
Kevin C. Kingston, CLU®, ChFC®
Victor William Kirsch, MSFS, MSM, CLU®, ChFC®
Fred R Kissling, CLU®
Clayton J. Klein, CLU®, ChFC®
Theodore T. Kurlowicz, CLU®, ChFC®, CAP®
Tamarine Lackey, CLU®
Gloria M. La Grassa, CLU®, ChFC®
Ronald A Landherr, CLU®
Christopher J Larger, CLU®, ChFC®
Bartholomew Larocca, CLU®
Conrad J Larsen, CLU®
Fletcher C. Larson
Robert R. Lehmert, MSFS, CLU®, RICP®
Ronald H. Lesieur, CLU®
James C. Lester, CLU®, ChFC®
Sidney Levine, CLU®
Leon L. Levy, CLU®, RHU®
Stephen F. Libby, CLU®, ChFC®, REBC®, RHU®, RICP®
Leroy E. Lohman, CLU®, ChFC®
Ronald E. Long, CLU®, ChFC®
Joseph D Longo, CLU®
Eugene F. LoVasco, CLU®
William G. Loventhal III, CLU®, ChFC®, CASL®, RICP®
Robert D. Lowrey, CLU®, ChFC®
Edick A Lucas, CLU®, ChFC®
Gerald L Lukton, CLU®
Michael Howard Lyman, CLU®, ChFC®
J. Peter Lyons, MSFS, CLU®, ChFC®
Malcolm D MacKinnon, CLU®
Timothy P. Malarkey
Dennis J. Manning, CLU®, ChFC®
Charles D. Marks, CLU®, ChFC®, CASL®
Arnold P. Masinter, CLU®
Kenneth J. Masters, ChFC®, CLU®
Anthony J. Mattar, CLU®, ChFC®
Michael V. May, CLU®, ChFC®, LUTCF®
Raymond J. May, CLU®, ChFC®
Frank D. McArthur II, CLU®, ChFC®, CAP®
David C. McAvoy, CLU®
Eileen C. McDonnell
Joseph C. McGee, CLU®, ChFC®
Wayne O. McHargue, MSFS, MSM, CLU®, RHU®, ChFC®, LUTCF®
Robert F McKown, CLU®, ChFC®
Timothy P McLanahan, CLU®, ChFC®
Patrick J McNamara, MSFS, CLU®, ChFC®
John W. McTigue, CLU®
Dexter M. Means, CLU®
James J. Meehan, MSM
Andrew John Meehan, CLU®, ChFC®
Bradford L. Meigs, MSFS, CLU®, ChFC®
John Meisenbach
Ned Reed Meisner, MSFS, CLU®, ChFC®, REBC®
Sandra Joyce Melendi
Joseph J. Melone, CLU®, ChFC®
Alan L Meltzer
Jorge E. Mercado
Joseph R Mercier, CLU®, ChFC®
Sherburn W Merrill Jr, CLU®, ChFC®
Carl W. Middleton III, CLU®, ChFC®
Beverly Brooks Miller, CLU®, CAP®
Bruce A Miller, CLU®, ChFC®
Stanley E Miller, CLU®
James A. Mitchell, CLU®, ChFC®
Kenneth Charles Mlekush, CLU®, ChFC®
James Brent Moore, CLU®
Donald E Morris Jr, CLU®
William H Morris Jr, CLU®, ChFC®
Anthony Morris VII, CLU®
John T Mulheran, CLU®, ChFC®
Peter W. Mullin, CLU®
Thomas W. Myers, CLU®, ChFC®
Yuka Nakahara-Goven, CLU®
Linda S. Need, MSFS, CAP®
Warren A Negri Jr
Paul M Nick, CLU®, ChFC®
Glenn L Noland, CLU®, ChFC®
C. Bayne Northern, MSM, CLU®, ChFC®
Carolyn J. Ohlfest, MSFS, CLU®, ChFC®
David M. O'Malley
Mitchell W. Ostrove, CLU®, ChFC®
Theron M. Pace, CLU®, ChFC®, RHU®
Bruce G. Parker Jr., MSM, LUTCF®, CLU®, ChFC®
Stacey M Pavone
Ralph I. Pence, CLU®
Nathan M. Perlmutter, CLU®, ChFC®
Kenneth W Petersen, CLU®, ChFC®
Linder P. Peterson, MSFS, CLU®, ChFC®
Leo V Petrini, MSFS, MSM, CLU®, ChFC®
Harry Phillips III, MSFS, CLU®, ChFC®
Robert W. Pickard, CLU®
A. Duer Pierce Jr., CLU®, ChFC®, CAP®
Roger D Pinneo, CLU®, ChFC®
James D. Pittman, MSFS, CLU®, RHU®, ChFC®, LUTCF®
Steven A. Plewes, ChFC®, CLU®
Robert B. Plybon, CLU®, ChFC®
Jonathan J. Pratt, CLF®
Alan Press, CLU®, LUTCF®
Robert V Price Jr, MSFS, CLU®, ChFC®, LUTCF®
James E. Prickett, CLU®, ChFC®, CAP®
John M. Qualy, CLU®
Joseph Ralph Radovic, MSFS, ChFC®, CLU®
Lloyd L Reynolds, MSFS, CLU®, ChFC®
Thomas R. Richards, CLU®, ChFC®
John R Richmond, CLU®, ChFC®
Larry J Rieber, CLU®, ChFC®
David E A Riker, MSFS, CLU®, RHU®, ChFC®
David S Rinsky, CLU®, ChFC®
John F. Rippinger, CLU®, RHU®, ChFC®, LUTCF®, REBC®, ChHC®
Ezra H. Ripple IV, CLU®, ChFC®
John J. Rocco, MSFS, CLU®
Howard F Roeding Jr, CLU®
Charles A. Rogers Jr, ChFC®
Warren A. Romaine Jr., CLU®, ChFC®
M. Michael Rooney, CLU®, ChFC®
Ronald S. Rosbruch, CLU®, ChFC®
Michael E. Rosenzweig, CLU®, ChFC®
Robert B. Sathe, CLU®, ChFC®
Albert John Schiff, CLU®, CAP®, RICP®
Jayne Nemerow Schiff, MSFS, CLU®, ChFC®, REBC®, CAP®, ChHC®, MPS
Todd M. Schoon JD
Richard Schornstein Jr, CLU®, ChFC®
Richard Walter Schubert, CLU®, ChFC®
Mike F. Scovel, MSM, CLU®, ChFC®
Ellen Brauer Seaman
Eugene J. Seaman, MSFS, MSM, CLU®, ChFC®
Richard E. Shaeffer, CLU®, ChFC®
Joel A. Shapiro, MSFS, CLU®, ChFC®
Stephen C Shaw, CLU®
William F Shean Jr, CLU®
Claus H. Shelling, CLU®
Paul J Shevlin, MSFS, CLU®, ChFC®
John S Shondel, MSFS, CLU®, ChFC®
Frederick J. Sievert, MSM
Larry E Simpson
I. Michael Singer, CLU®, ChFC®
Gary R. Sitzmann, CLU®
Allen A. Skogebo, MSFS, CLU®, ChFC®
David W. Smith, CLU®, ChFC®
Mark B Smith, MSFS, CLU®, ChFC®
Dan W. Smith, CLU®, ChFC®
Ned C Snell, CLU®, ChFC®, LUTCF®
Mark Solomon, CLU®
Mark Sorlie, CLU®, ChFC®
Nikki L. Sorum
David L. Sparks, CLU®, ChFC®
Morton E. Spitzer, CLU®, ChFC®
James H Stanley, CLU®, ChFC®, RHU®, CASL®
Michael C Steffey, CLU®, ChFC®
Dianne Yvonne Steffey, CLU®, ChFC®
John E Steger, CLU®
Paul L. Stein, CLU®
Seymour Sternberg, CLU®
Stephen B. Stone, CLU®, ChFC®
Dennis Gary Stork
Eugene H. Storms, MSFS, CLU®, ChFC®
Peter W Sullivan, CLU®, ChFC®
John E. Sullivan, CLU®, ChFC®
Calvin Seaborn Sumner, MSFS, MSM, CLU®, ChFC®
Jose S. Suquet, CLU®
Forrest Gib Surles, MSFS, CLU®, ChFC®
Joe P. Teague, CLU®
Robert L Tedoldi, CLU®, ChFC®
Guy R. Thomas, CLU®
Wayne E. Thomas, CLU®, ChFC®
Arthur H. Thompson, CLU®, ChFC®, LUTCF®
Roy Robb Tipton, CLU®, RHU®, ChFC®
Dennis M Travlos, MSFS, CLU®, ChFC®
Jeri L Turley
Jack B. Turner, CLU®, ChFC®
John S Tuttle, MSFS, MSM, CLU®, ChFC®
Martin P Umbach, CLU®, ChFC®
Larry M. VandeVen Jr., CLU®, ChFC®
Elbert Hardy Vaughn Jr., MSFS, CLU®, ChFC®, CAP®
Michael J. Vietri, CLU®
Paul E. Vignone, CLU®, ChFC®, JD, LLM
Thomas G. Walder, CLU®
William B. Wallace, CLU®, ChFC®, CAP®
Robert Joseph Waltos Jr., MSM, MSFS, CLU®, ChFC®, CASL®
Susan Doenges Waring, CLU®, ChFC®
Lamar Weaver
Thomas L. Webb, CLU®, ChFC®
Mark A. Weber, MSFS, CLU®, ChFC®, CAP®
Richard M Weber, CLU®
Richard A. Wecker, CLU®, CLF®
Samuel H. Weese, CLU®
Michael S. Weiss
Calvin Don Welling, CLU®, ChFC®, LUTCF®
Robert B Westfall, CLU®, ChFC®
R. Ray Westfall, MSFS, CLU®
Thomas B Wheeler, CLU®
James E. Whistler, MSFS, MSM, CLU®, ChFC®, CASL®
Lawrence Wiener, CLU®, ChFC®
Joseph P. Williams Jr., CLU®, ChFC®
Harold L. Wilshinsky, MSFS, CLU®, ChFC®
John M Woleben Jr, CLU®, ChFC®
Robert D. Wombwell Jr., CLU®, CAP®
Ronald I. Woodmansee, MSFS, CLU®, ChFC®
David F. Woods, CLU®, ChFC®, LUTCF®
James R. Worrell Sr.
Richard L. Wright, CLU®, ChFC®
Jimmy R. Youell, CLU®, LUTCF®, ChFC®
David G. Zick, CLU®, ChFC®, RHU®
Please accept our apologies for any errors or misspellings, to report an issue, please contact Nicole Harding at Nicole.Harding@theamericancollege.edu.