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Board of Directors

President

Michael J. McGlothlin, CLU, ChFC, CFP, LUTCF

Ash Brokerage

888 S. Harrison, Street, Suite 900

Fort Wayne, IN  46802

Phone:  260-434-9710


 

Immediate Past President
Robert B. Wellendorf, II, CLU, AEP, CAP
EXECSO
9802 Nicholas Street, Suite 375
Omaha, NE  68114
Phone: 402-991-1700 x202

 

President Elect

Kathleen W. Bilderback, JD, LLM, AEP

Affinity Law Group

1610 Des Peres Road, Suite 100

St. Louis, MO 63131-1850

Phone: 314-872-3333


 

Secretary
           

Ernest J. Guerrriero, CLU, ChFC, CEBS, CPCU, CPC, CMS, AIF, RICP, CPFA

EG Financial Consulting
22 Prospect Street
Saugerties, NY 12477
Phone: 646-895-2858


 

Chief Executive Officer
David M. Maola, JD, MBA
Society of Financial Service Professionals
3803 West Chester Pike, Suite 225
Newtown Square, PA 19073
Phone: 610-526-2551

 

Directors

Xavier J. Angel, ChFC, CLTC

Angel Wealth Strategies

3838 N. Causeway Blvd., Ste 3400

Metairie, LA 70002

Phone: 504-310-0316


Troy D. Branch, JD, CLU, ChFC

Ameritas Life Insurance Company

5900 O Street

Lincoln, NE 68510

Phone: 402-325-4150


Michele B. Collins, JD

MassMutual Financial Group

One Marina Park Drive, 8th Floor

Boston, Massachusetts 02210

Phone: 413-744-3473


Kelly Dancy, JD

Walny Legal Group, LLC

250 E. Wisconsin Ave., Suite 1750

Milwaukee, WI 53202

Phone:  414-751-7531


Allison A. Hoyt, JD, CLU, TEP

Nationwide

One Nationwide Plaza, 1-11-101

Columbus, OH 43215

Phone: 614-249-0211


Angela K. Lust, MBA, ChFC, CExP

Longview Strategies LLC

13551 Tangle Aire Point

Amarillo, TX 79118

Phone: 806-671-6867


Jane Higgins Marx, JD

Carlile Patchen & Murphy, LLP

366 East Broad Street

Columbus, OH  43215

Phone:  614-628-0809


Drew R. Waldron, CFP

Canvas Wealth Advisors

10975 Benson Dr., Suite 560

Overland Park, KS 66210

Phone: 913-346-2726


Thomas D. Wyatt, JD, CFP, AIF, CLTC

Lifetime Financial Growth

8425 Pulsar Place, Suite 450

Columbus, OH 43240

Phone: 614-785-6600


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