2024 年百萬圓桌執行委員會

百萬圓桌由五位會員組成的執行委員會管理和領導,執行委員會任期一年,由百萬圓桌會員選舉產生。

Gregory B. Gagne, ChFC

Gregory B. Gagne, ChFC

百萬圓桌會長

Gregory B. Gagne,ChFC 是 2024 年度百萬圓桌會長。他擁有 25 年百萬圓桌會齡,20 次獲得內閣會員資格,16 次獲得頂尖會員資格。Gagne 是百萬圓桌基金會的「神劍騎士」,同時也是核心集團的成員,並曾擔任受託人董事會成員。Gagne 是 Affinity Investment Group LLC 的創辦人,該公司提供財富管理和分配規劃服務。他曾大量參與百萬圓桌志願服務,包括任職頂尖會員全球理事會成員及顧問委員會主席,也是 2020 年度會議籌備部門的全球理事會成員。他曾在 12 場百萬圓桌會議上發表演講。


Peggy Tsai, RFP, CCFP

Peggy Tsai, RFP, CCFP

百萬圓桌前任會長

Peggy Tsai,RFP、CCFP 是 2024 年度百萬圓桌前任會長。她擁有 23 年百萬圓桌會齡,16 次獲得內閣會員資格,6 次獲得頂尖會員資格。她也是百萬圓桌基金會的「鑽石騎士」和 Inner Circle Society 的會員。Tsai 是 Shin Kong Life Insurance Co. 的顧問,她連續七年因在公司銷售業績排名中位列第一而受到嘉獎。Tsai 在百萬圓桌擔任過多個志願者領導職位,包括:會員交流委員會 (MCC) 第二分會的分副會長、MCC 分區主席以及 MCC 分會主席。此外,Tsai 還自願為百萬圓桌會議的多個方面提供服務,並曾在百萬圓桌年會上演講。除了在百萬圓桌的工作與付出,Tsai 還與許多金融專業人士溝通交流,並且在她所在地區促成了行業刊物的出版。


Carol Kheng, ChFC

Carol Kheng, ChFC

百萬圓桌第一副會長

Carol Kheng,ChFC 是 2024 年度百萬圓桌第一副會長。她擁有 26 年百萬圓桌會齡,4 次獲得內閣會員,3 次獲得頂尖會員資格。她是百萬圓桌基金會的「鑽石騎士」,同時也是核心集團的成員,並曾擔任受託人董事會成員。Kheng 在 Prudential Assurance Company Singapore 擔任資深理財諮詢師,專為高淨值人士處理遺產規劃。Kheng 全面參與百萬圓桌志願者工作,包括擔任全球會議項目統籌委員會 (PGA) 分會的分副會長、會員資源經營管理分會的分副會長,以及 2014 年百萬圓桌體驗會的分副會長。Kheng 也是 2020 年 Prudential Presidents’ Club 的得獎者,且從 1996 年起一直是 Prudential 的 Quality Club Elite 和 Star Club 的成員。2005 年,她成為了 Prudential 百萬圓桌俱樂部的創始成員兼主席。


John F. Nichols,MSM、CLU

John F. Nichols,MSM、CLU

百萬圓桌第二副會長

John F. Nichols,MSM、CLU 是 2024 年度百萬圓桌第二副會長。他擁有 24 年百萬圓桌會齡,19 次獲得內閣會員資格,17 次獲得頂尖會員資格。他也是百萬圓桌基金會的前任會長兼「皇家勳章神劍騎士」,以及核心集團的成員。Nichols 是 Disability Resource Group Inc. 的總裁,該公司是他於 1999 年創建的一間全國保險代理機構。此外,他也是全球金融科技服務供應商 Acrisure 的合作夥伴。Nichols 曾 5 次在百萬圓桌年會上演講,1 次在頂尖會員年會和百萬圓桌體驗會上演講。他亦曾在全美各地超過 500 個會議及活動上演講。


Clay Gillespie, CFP, CIM

Clay Gillespie, CFP, CIM

秘書長

Clay Gillespie,CFP、CLU 是 2024 年度百萬圓桌秘書長。他擁有 23 年百萬圓桌會齡,21 次獲得內閣會員資格,20 次獲得頂尖會員資格。他也是百萬圓桌基金會的「神劍騎士」。Gillespie 是一名理財顧問、投資組合經理兼 RGF Integrated Wealth Management 的董事總經理;該公司於加拿大 British Columbia(卑詩省)Vancouver(溫哥華)經營業務。他專注於退休收入規劃領域的工作。自 2007 年起,Gillespie 便全面參與百萬圓桌的志願者工作,曾擔任多個委員會的各種職務。2019 年,Gillespie 擔任頂尖會員分會全球理事會成員及顧問委員會主席。他亦曾擔任財務部門的全球理事會成員。其他領導職位包括出任 2015 年百萬圓桌年會焦點會議委員會隊長,以及頂尖會員分會內若干個委員會的主席。


歷任會長

2022

Randy L. Scritchfield, CFP, LUTCF

Montgomery Financial Group

Damascus, Maryland, USA


2021

Ian Green, Dip PFS

Green Financial Advice

London, England, UK


2020

Regina Bedoya, CLU, ChFC

RB Financial Advisors

Juno Beach, Florida, USA


2019

Ross Vanderwolf, CFP

Rothgard Financial Partners

Fortitude Valley, Queensland, Australia


2018

James D. Pittman, CLU, CFP

Insurance Consulting Services Inc.

Portland, Oregon, USA


2017

Mark J. Hanna, CLU, ChFC

Hanna Insurance & Financial Solutions, Inc.

Concord, California, USA


2016

Brian D. Heckert, CLU, ChFC

Financial Solutions Midwest LLC

Nashville, Illinois, USA


2015

Caroline A. Banks, FPFS

Caroline Banks & Associates Ltd

London, England, UK


2014

Michelle Hoesly, CLU, ChFC

Resource 1 Inc.

Norfolk, Virginia, USA


2013

D. Scott Brennan

The Brennan Group LLC

South Bend, Indiana, USA


2012

Jennifer A. Borislow, CLU

Borislow Insurance Agency

Methuen, Massachusetts, USA


2011

Julian H. Good Jr., CLU, ChFC

Good Financial Group, LLC

Metairie, Louisiana, USA


2010

Guy E. Baker, MSFS, CLU

BMI Consulting

Irvine, California, USA


2009

Walton W. Rogers, CLU, ChFC

W. Rogers & Associates

Annapolis, Maryland, USA


2008

James E. Rogers, CLU, CFP

James E. Rogers, Ltd.

Vancouver, BC, Canada


2007

Philip E. Harriman, CLU, ChFC

Lebel and Harriman, LLP

Falmouth, Massachusetts, USA


2006

Stephen O. Rothschild, CLU, ChFC

Rothschild & Sale

St. Louis, Missouri, USA


2005

Adelia C. Chung, CLU, ChFC

Spectrum Wealth Management LLC

Honolulu, Hawaii, USA


2004

George B. Pickett, JD, CLU

Pickett Bradford & Assoc

Jackson, Mississippi, USA


2003

*Richard H. Sullenger

The Sullenger Financial Group

Paso Robles, California, USA


2002

Marvin H. Feldman, CLU, ChFC

Feldman Financial Group

Palm Harbor, Florida, USA


2001

Tony Gordon

Bristol, England, UK


2000

Brian H. Ashe, CLU

Brian Ashe & Associates

Lisle, Illinois, USA


1999

*Reginald N. Rabjohns, CLU, ChFC

Secure Futures

Northfield, Illinois, USA


1998

Gene L. Mahn, CLU, ChFC

Massachusetts Mutual

Thousand Oaks, California, USA


1997

John W. Cruikshank III, CLU

Northwestern Mutual

Deerfield, Illinois, USA


1996

Walter G. Schnee III

Phoenix Life

Pasadena, California, USA


1995

Robert B. Plybon, CLU, ChFC

Plybon & Associates

Greensboro, North Carolina, USA


1994

*Lyle L. Blessman

The Blessman Group

Denver, Colorado, USA


1993

Charles D. Marks, CLU, ChFC

Prudential of America

New Orleans, Louisiana, USA


1992

William T. O'Donnell

Schwarz Brothers Benefits

Chicago, Illinois, USA


1991

Seymour Petrovsky, CLU

Business Men’s Assurance

Prescott, Arizona, USA


1990

*David H. Hilton, CLU, ChFC

Northwestern Mutual Life

Chicago, Illinois


1989

G. Carey Hauenstein, CLU

State Mutual of America

Laurel, Mississippi, USA


1988

Arlen I. Prentice, CLU, ChFC

Kibble and Prentice

Seattle, Washington, USA


1987

*Wilmer S. Poynor III, CLU, ChFC

New York Life

Birmingham, Alabama, USA


1986

*Frank Friedler Jr., CLU

Home Life

New Orleans, Louisiana


1985

Ron D. Barbaro

North American Life

Toronto, ON, Canada


1984

*Paul R. Buckley, CLU

The Buckley Group

Lewiston, Maine, USA


1983

Jack B. Turner, CLU, ChFC

Jack B. Turner and Associates

Clarksville, Tennessee, USA


1982

*Stanley Liss, CLU

New York Life

New York, New York


1981

*Clune J. Walsh Jr., CLU

Walsh Financial Group

Birmingham, Michigan, USA


1980

*Millard J. Grauer, CLU

Equitable — New York

Longboat Key, Florida, USA


1979

*Paul L. Oliver Jr., CLU

Prudential of America

San Francisco, California


1978

*Jack L. McKewen, CLU

Fidelity Mutual

Birmingham, Alabama


1977

*Marshall I. Wolper, CLU

Equitable — New York

Miami, Florida


1976

*Rulon E. Rasmussen, CLU

New York Life

Phoenix, Arizona, USA


1975

*Jack Peckinpaugh, CLU, ChFC

Indianapolis Life

Muncie, Indiana, USA


1974

*C. Robinson Fish III, CLU

Northwestern Mutual

Boston, Massachusetts, USA


1973

*Henry F. McCamish Jr., CLU

Massachusetts Mutual

Atlanta, Georgia, USA


1972

*James B. Longley, CLU

New England Life

Lewiston, Maine


1971

*Richard G. Bowers, CLU

New York Life

Keokuk, Iowa, USA


1970

*John H. Ames, CLU

Mutual Benefit Life

Morriston, New Jersey, USA


1969

*Stanley S. Watts, CLU

Equitable-New York

Miami, Florida, USA


1968

*Sadler Hayes

Penn Mutual

New York, New York, USA


1967

*Frank E. Sullivan, CLU

Mutual Benefit Life

Newark, New Jersey, USA


1966

*Donald Shepherd

John Hancock

Boston, Massachusetts, USA


1965

*Iram H. Brewster

Phoenix Mutual

Pittsburgh, Pennsylvania, USA


1964

*Alfred J. Lewallen, CLU

Mutual Benefit Life

Miami, Florida, USA


1963

*Daniel H. Coakley

New York Life

Boston, Massachusetts, USA


1962

*Lester A. Rosen, CLU

Union Central

Memphis, Tennessee, USA


1961

*James B. Irvine Jr., CLU

Northwestern Mutual

Chattanooga, Tennessee, USA


1960

*Robert S. Albritton, CLU

Provident Mutual

Los Angeles, California, USA


1959

*Adon N. Smith II, CLU

Northwestern Mutual

Charlotte, North Carolina, USA


1958

*William D. Davidson, CLU

Equitable-New York

Chicago, Illinois, USA


1957

*Howard D. Goldman, CLU

Northwestern Mutual

Richmond, Virginia, USA


1956

*Arthur F. Priebe, CLU

Penn Mutual

Rockford, Illinois, USA


1955

*George B Byrnes, CLU

New England Life

Atlanta, Georgia, USA


1954

*G. Nolan Bearden

New England Life

Atlanta, Georgia, USA


1953

*William T. Earls, CLU

Mutual Benefit Life

Cincinnati, Ohio, USA


1952

*Walter N. Hiller, CLU

Penn Mutual

Chicago, Illinois, USA


1951

*John O. Todd, CLU

Northwestern Mutual

Evanston, Illinois, USA


1950

*Theodore Widing, CLU

Provident Mutual

Philadelphia, Pennsylvania, USA


1949

*Paul W. Cook, CLU

Mutual Benefit Life

Chicago, Illinois, USA


1948

*Paul H. Dunnavan, CLU

Canada Life

Minneapolis, Minnesota, USA


1947

*Harold S. Parsons

The Travelers

Corona Del Mar, California, USA


1946

*Louis Behr, CLU

Equitable-New York

Chicago, Illinois, USA


1945

*John E. Clayton

Massachusetts Mutual

Newark, New Jersey, USA


1944

*A.J. Ostheimer III

Northwestern Mutual

Honolulu, Hawaii, USA


1943

*Ron Stever, CLU

Equitable-New York

Los Angeles, California, USA


1942

*Robert P. Burroughs

National Life-Vermont

Manchester, New Hampshire, USA


1941

*H. Kennedy Nickell, CLU

Connecticut General

Chicago, Illinois, USA


1940

*Harry G. Mosler

Massachusetts Mutual

Los Angeles, California, USA


1939

*Paul C. Sanborn

Connecticut Mutual

Boston, Massachusetts, USA


1938

*Jack Lauer

Penn Mutual

Cincinnati, Ohio, USA


1937

*Grant Taggart

California-Western States

Cowley, Wyoming, USA


1936

*Harry T. Wright

Equitable-New York

Chicago, Illinois, USA


1935

*Caleb R. Smith

Massachusetts Mutual

Ft. Lauderdale, Florida, USA


1934

*Thomas M. Scott

Penn Mutual

Philadelphia, Pennsylvania, USA


1933

*M. J. Donnelly

Equitable-New York

New Castle, Pennsylvania, USA


1932

*Robert A. Brown

Pacific Mutual

Los Angeles, California, USA


1931

*Theodore M, Reihle, CLU

Equitable-New York

New York, New York, USA


1930

*Earl G. Manning

John Hancock

Boston, Massachusetts, USA


1929

*George E. Lackey, CLU

Massachusetts Mutual

Detroit, Michigan, USA


1928

*William M Duff, CLU

Equitable-New York

Pittsburgh, Pennsylvania, USA


1927

*Paul F. Clark, CLU

John Hancock

Boston, Massachusetts, USA


*已故者

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