Attendee List

2024 Annual Summit Roster

Last nameFirst nameEmail addressCompanyJob title
AckerDrewdacker@coventry.comCoventryRegional Vice President, Account Services
AllenErinerin.allen@franklin-madison.comFranklin MadisonVP Insurance Distribution & Market Strategy
AllsLeahleaha@lgeinsurance.comLGE Insurance ServicesVP
BaulerMatthewmatthew.bauler@securian.comSecurian FinancialChief Revenue Officer, Affinity Solutions
BonanoDanieldanbonano@gmail.comFranklin MadisonVice President/Bank Channel
BorleyJohnjohn.borley@zinnia.comZinniaSenior Director Business Development
BraleyLarrylarry.braley@safecu.orgSAFE Credit UnionVP Wealth Management
ChibbaroMarkmarkchibbaro@back9ins.comBackNine Insurance & Financial ServicesPresident, Enterprise
CoffinBradbrad.coffin@mutualofomaha.comMutual of OmahaLife Brokerage Sales Director
CoutureMichaelmcouture@hexure.comHexureVice President
DeanClaycdean@firstmid.comFirst Mid Insurance GroupChief executive officer
FinchCameroncameron.finch@comparioninsurance.comComparion Insurance AgencyVP, Regional General Manager Northeast
FryerBillbill.fryer@firstcitizens.comFirst Citizens Insurance Services -110Senior Director Insurance Services
GoldsteinDanieldgoldstein@sofi.orgSoFiDirector, SoFi Protect
HarmelinkGarygary.harmelink@ceterais.comFirst PREMIER Investment ServicesProgram Manager
HarrisAmyasharris@bayportinsurance.comBayPort Credit UnionAgency Manager
HartgroveAndrewahartgrove@fsia.bzFirst State Insurance AgencyPresident CEO
HattenJenniferjhatten@aba.comAmerican Bankers AssociationVice President
HawkinsStevesteve.hawkins@mutualofomaha.comMutual of OmahaDirector
HershonPeterphershon@coventry.comCoventrySenior Vice President, Account Services
HittleAnnahhittle@gmail.comFIICDirector of Conference Services
HudsonJeremyjeremy.hudson@lplfinancial.comLPL FinancialVP – National Community Bank Business Development
HughbanksRyanryan.hughbanks@ampf.comAmeriprise FinancialDirector of Insurance
ImbrialeSharonsharocca@gmail.comMunicipal Federal Credit UnionDirector of Insurance and Wealth Management
IngrhamJamesjinghram@level20.comProgressive InsurancePartnerships
JabczenskiDaviddjabczenski@wescom.orgWescom Credit UnionVP, Wealth Management
JamesJosephjoe.james@gtfcu.orgGreater Texas Insurance SolutionsVice President
KeithKCkc.keith@stockmanins.comStockman InsuranceVice President / General Manager
KennedyPatrickkennedyp@1stsource.com1st Source Insurance, IncPresident
KerkhoffBlakeblake@back9ins.comBackNine Insurance & Financial ServicesSenior Account Executive
KimEmmanuelmannyk@fgib.comFoundation Risk Partners, CorpVice President
KucholtzBryanbryan.kucholtz@texascapitalbank.comTexas Capital BankHead of Private Wealth Advisors
LawsonDaviddavidl@lgeinsurance.comLGE Insurance ServicesPresident
leblancKeithkeith.leblanc@hancockwhitney.comHancock Whitney Financial ConsultantsDirector Investment Services
limaluisllima@travelers.comTravelers InsuranceUnderwriter
LongAJalong@specificsolutions.comSpecific SolutionsVP of Distribution
MagillNatalienmagill@capfed.comCapitol AgencyVP, Insurance
MarshallEricemarsha2@travelers.comTravelers InsruanceManaging Director
McEnroeChadcmcenroe@bankers-ins.comIowa Bankers Insurance and ServicesVP
McGowanCaseycasey.mcgowan@stockmanins.comStockman InsuranceManaging Director of Business Development
McKechnieKevinkmckechn@aba.comABA -Office of Insurance AdvocacyEVP
McNeelyDonnadonna.mcneely@kinecta.orgKinecta WealthPresident
MeekDavedave@meek-associates.comMeek And Associates.comPrincipal
MeltonChrischris.melton@ampf.comAmeriprise Financial Institutions GroupNational
MersJoshjmers@coverpointinsurance.comWright-Patt Credit UnionPresident, Insurance CUSO
MiddendorfJenniferjennifer.middendorf@huntington.comHuntington InsuranceAVP, Insurance Solutions
MittelRobertrmittel@fiinsurancecouncil.comFinancial Institution Insurance CouncilManaging Director
MittelKatherinekatherine@stathismittel.comFIICProject Manager
MorelliJasonjmorelli@highland.comHighland Capital BrokerageHead of Business Development – Banks
MurrayChrischris.murray@covrtech.comCovrHead Of Enterprise Sales
Nickens, JrJamesjim.nickens@insourcemg.comFIG/InSourceEVP, Head of Financial Sercvices
NodesBrianbrian.nodes@mutualofomaha.comMutual of OmahaRelationship Manager
NolinRichardrnolin@sterlingbridge.comSterlingBridgeVP Business Development
OlerioJohnjohn.olerio@lighthousecu.orgLighthouse Credit UnionVP Wealth Management
OrrBrianbrianeorr17@gmail.comCetera Investment ServicesFinancial Advisor
PainterRudyrpainter@ecountybanc.comCountybanc Insurance Services IncSR VP Division Executive
PereiroLarryl.pereiro@eliteagentsolutions.comElite Agent Solutions, LLCOwner
PhelpsCathleencmphelps@travelers.comTravelersManaging Director
PirovolosAnnaapirovolos@apolloins.netInsureOneBusiness Development Manager
ReedWilliswreed@broadviewia.comBroadview Insurance AgencyVice President
RuriAdamadam.ruri@comparioninsurance.comComparion Insurance AgencyHead of National Partnerships
SeagravesMindyseagravesm@tinkerfcu.orgTinker Federal Credit UnionAVP Client Service Manager
SeidelDaviddavid.seidel@securian.comSecurian FinancialVice President, Head of Affinity Solutions – U.S.
SimulaDaviddavid.simula@safecu.orgSAFE Credit UnionSales Manager
SmithBrianbsmith@bayportinsurance.comBayPort Credit UnionAgency Manager
SpencerWilliamwilliam.spencer@zionsinsurance.comZions InsurancePresident
STATHISSCOTTsstathis@fiinsurancecouncil.comFIICCo-Founder & Managing Director
StevensonScottscott@foundationrp.comFoundation Risk Partners, CorpVP, Employee Benefits
StricklandScottsstrickland@cacu.comCommunityAmerica Insurance AgencyPresident
StuncardJamesjstuncard763@dollarbank.comDollar BankVP, Insurance Programs
TeymoorianArshawnateymoorian@mcintyrelf.comMcIntyre & Lemon, PLLCPartner
TowsonCharliecharlie.towson@policygenius.comPolicygeniusBusiness Development Manager
VanceKymkvance@porchgroupmedia.comPorch
VolzerKatekvolzer.ct@level20.comProgressive InsuranceHead of Partnerships
WalkottenWaynewayne.walkotten@marshberry.comMarshBerryEVP
WebbSarasara@back9ins.comBackNine Insurnace & Financial ServicesSenior Account Executive
WhiteCaracaraw@americu.orgAmeriCU Insurance ServicesAVP, Insurance and Wealth Services
WootenMichaelmichael_wooten@navyfederal.orgNavy Federal Investment ServicesManager, Investments Services