2023 年百万圆桌执行委员会

百万圆桌由五位会员组成的执行委员会管理和领导,执行委员会任期一年,由百万圆桌会员选举产生。

Peggy Tsai, RFP, CCFP

Peggy Tsai, RFP, CCFP

百万圆桌会长

Peggy Tsai,RFP、CCFP 是 2023 年度百万圆桌会长。她拥有 21 年百万圆桌会龄,8 次获得内阁会员资格,6 次获得顶尖会员资格。她也是百万圆桌基金会的“钻石骑士”和 2022 年度核心集团成员。Tsai 是 Shin Kong Life Insurance Co. 的顾问,她连续七年因在公司销售业绩排名中位列第一而受到嘉奖。Tsai 在百万圆桌担任过多个志愿者领导职位,包括:会员交流委员会 (MCC) 第二分会的分副会长、MCC 分区主席以及 MCC 分会主席。此外,Tsai 还自愿为百万圆桌会议的多个方面提供服务,并曾在百万圆桌年会上演讲。除了在百万圆桌的工作与付出,Tsai 还与许多金融专业人士沟通交流,并且在她所在地区促成了行业刊物的出版。


Randy L. Scritchfield, CFP, LUTCF

Randy L. Scritchfield, CFP, LUTCF

百万圆桌前任会长

Randy L. Scritchfield,CFP、LUTCF是 2023 年度百万圆桌前任会长。他拥有 38 年百万圆桌会龄,3 次获得内阁会员资格,21 次获得顶尖会员资格。Scritchfield 是百万圆桌基金会的“神剑骑士”,同时也是核心集团的成员,并曾担任受托人董事会成员。除此之外,他还是 Montgomery Financial Group(一家位于美国 Maryland(马里兰州)Damascus(大马士革)的退休规划公司)的创始人兼总裁。他丰富的百万圆桌志愿者经历包括 6 次服务于百万圆桌理事会,以及 9 次担任委员会主席。在其担任过的领导职位中,Scritchfield 担任过顶尖会员分副会长和顾问委员会主席,以及年会日程起草委员会分副会长。Scritchfield 还在百万圆桌年会和顶尖会员年会上多次发表演讲,并且代表百万圆桌多次在海外发表演讲。


Gregory B. Gagne, ChFC

Gregory B. Gagne, ChFC

百万圆桌第一副会长

Gregory B. Gagne,ChFC 是 2023 年度百万圆桌第一副会长。他拥有 23 年百万圆桌会龄,4 次获得内阁会员资格,14 次获得顶尖会员资格。他也是百万圆桌基金会的“神剑骑士”、核心集团成员,并曾任职于受托人董事会。Gagne 是 Affinity Investment Group LLC 的创始人,该公司提供财富管理和分配规划服务。他丰富的百万圆桌志愿者服务资历包括担任顶尖会员全球理事会成员和顾问委员会主席,以及 2020 年日程起草全球理事会成员,负责 2020 年百万圆桌年会和百万圆桌全球会议的项目统筹委员会 (PGA) 及日程起草委员会 (PDC)。他曾在 12 场百万圆桌会议上发表演讲。除了担任百万圆桌的领导层工作,Gagne 也是 NAIFA–New Hampshire(新罕布什尔州全国保险和金融顾问协会)的前会长,并在 2008 年被授予 NAIFA–New Hampshire 杰出理财顾问大奖。


Carol Kheng, ChFC

Carol Kheng, ChFC

百万圆桌第二副会长

Carol Kheng,ChFC 是 2023 年度百万圆桌第二副会长。她拥有 24 年百万圆桌会龄,1 次获得内阁会员资格,1 次获得顶尖会员资格。她还是百万圆桌基金会的“黄金骑士”,并曾担任受托人董事会成员。Kheng 在 Prudential Assurance Company Singapore 担任私人理财咨询师,目前她专为高净值人士处理遗产规划。Kheng 全面参与百万圆桌志愿者工作,包括担任全球会议项目统筹委员会 (PGA) 分会的分副会长、会员资源经营管理分会的分副会长,以及 2014 年百万圆桌体验会的分副会长。Kheng 也是 2020 年 Prudential Presidents’ Club 的获奖人,且从 1996 年起一直是 Prudential 的 Quality Club Elite 和 Star Club 的成员。2005 年,她成为了 Prudential 百万圆桌俱乐部的创始成员兼主席。


John F. Nichols,MSM、CLU

John F. Nichols,MSM、CLU

百万圆桌秘书长

John F. Nichols,MSM、CLU 是 2023 年度百万圆桌秘书长。他拥有 22 年百万圆桌会龄,2 次获得内阁会员资格,15 次获得顶尖会员资格。他还是百万圆桌基金会的“神剑骑士”兼荣誉军团成员,同时也是核心集团成员及百万圆桌基金会前任会长。Nichols 是 Disability Resource Group Inc. 的总裁,该公司是他于 1999 年创建的一家全国性保险代理机构。此外,他也是全球金融科技服务供应商 Acrisure 的合作伙伴。Nichols 曾 5 次在百万圆桌年会上演讲,1 次在顶尖会员年会和百万圆桌体验会上演讲。他也曾在全美各地超过 500 个会议及活动上演讲。


历任会长

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

New Orleans, Louisiana, USA


1992

William T. O'Donnell

Schwarz Brothers Benefits

Chicago, Illinois, USA


1991

Seymour Petrovsky, CLU

Prescott, Arizona, USA


1990

*David H. Hilton, CLU, ChFC


1989

G. Carey Hauenstein, CLU

Laurel, Mississippi, USA


1988

Arlen I. Prentice, CLU, ChFC

Kibble and Prentice

Seattle, Washington, USA


1987

*Wilmer S. Poynor III, CLU, ChFC

Birmingham, Alabama, USA


1986

*Frank Friedler Jr., CLU


1985

Ron D. Barbaro

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


1981

*Clune J. Walsh Jr., CLU

Walsh Financial Group

Birmingham, Michigan, USA


1980

*Millard J. Grauer, CLU

Longboat Key, Florida, USA


1979

*Paul L. Oliver Jr., CLU


1978

*Jack L. McKewen, CLU


1977

*Marshall I. Wolper, CLU


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


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

查看更多