Leaders Board

Robert Amoruso is #1 on the Leaders Board! Nice job, Robert!

The Leaders Board displays the top 45 producing retail representatives, with the Presidents Club comprising the top 35 retail reps. Take a look to see if you made it on the list! Keep it up everyone, and congratulations on being included in this week’s Leaders Board!

Here is the Leaders Board as of 4/15/2024:

1. Robert Amoruso (Gideon Strategic Partners LLC) – CA – With TLG since 07/2021
2. Jonathan Schaeffer (Framework Ins & Financial Solutions LLC) – CA – With TLG since 05/2021
3. Doug Gerrard – FL – With TLG since 12/2018
4. Michael Liebeskind (Golconda Partners LLC) – NY – With TLG since 01/2020
5. Dan Thompson (Union Bridge Capital) – PA – With TLG since 01/2005
6. Richard Mack (Mack Financial) – IN – With TLG since 01/2019
7. Jimmy Jacobs (Milestone Financial Solutions) – VA – With TLG since 09/2018
8. Jeff Greenfield (Golconda Partners LLC) – NY – With TLG since 03/2021
9. Stephanie Adams – MA – With TLG since 05/2017
10. Sal Palazzolo (Resource Insurance & Financial Group) – IL – With TLG since 02/2013
11. Michelle Spetner (Spetner Associates Inc.) – MO – With TLG since 07/2022
12. Tim Gelinas (Senior Financial Planning LLC) – GA – With TLG since 06/2004
13. Jonathan Donfeld (Donfeld Insurance Services Corp) – CA – With TLG since 06/2017
14. Jim Connell (Connell Financial Group LLC) – NY – With TLG since 01/2014
15. Don Garlikov (Garlikov & Associates Inc) – OH – With TLG since 02/2018
16. Jorge Valdes (Financial Designs) – FL – With TLG since 05/2021
17. Emma Wheeler (Leaders Financial Group) – TX – With TLG since 11/2017
18. Robert Jarvis – FL – With TLG since 05/2017
19. Richard Myerson (Framework Ins & Financial Solutions LLC) – CA – With TLG since 06/2023
20. Bill Oliver (Oliver Insurance & Financial Services) – GA – With TLG since 10/2019
21. Alex Shapses (Summit Trail Advisors) – NY – With TLG since 03/2021
22. Devin Packer (Devereaux Wealth Management Inc) – TX – With TLG since 06/2009
23. Ronnie Haim (Partners Wealth Management) – TX – With TLG since 07/2021
24. Phil Bucaro (Resource Insurance & Financial Group) – IL – With TLG since 08/2012
25. Ed Colvin (Pinnacle Ins & Investments LLC) – GA – With TLG since 06/2009
26. Sara Stevens (Kaiser Financial Group) – TN – With TLG since 10/2013
27. Tony Ivener (Ivener Management Group) – VA – With TLG since 07/2015
28. Bob Friedlander (Friedlander Benefit Services Inc) – MD – With TLG since 06/2008
29. Jim Raabe (Raabe & Associates LLC) – WA – With TLG since 10/1998
30. Frank Warner (Frank Warner CPA) – WA – With TLG since 07/2002
31. Francisco Soler (Regis Financial Partners LLC) – FL – With TLG since 05/2023
32. Scott Goodwin (Focus Retirement Solutions) – TN – With TLG since 07/2013
33. Scott Holton (GBS Insurance and Financial Services) – IL – With TLG since 01/2023
34. Dax Weindorf (Lighthouse Financial) – AR – With TLG since 12/2023
35. Dennis Hill (Leaders Financial Group) – TX – With TLG since 02/2002
36. Farid Mokhtarian (Kylas Insurance & Financial Services) – CA – With TLG since 10/2009
37. Don Monti – PA – With TLG since 01/1999
38. Josh Curtis (Clarity Financial) – NE – With TLG since 01/2018
39. Alex Nikolenko (Zey Financial & Insurance Services Inc/PFR Advisors) – CA – With TLG since 03/2011
40. John Wright – WV – With TLG since 07/2020
41. John DuBois (Illumination Financial Group LLC) – OH – With TLG since 10/2019
42. Brandon Smith (Milestone Financial Solutions) – VA – With TLG since 10/2018
43. Tom Oliveira (Oliveira Wealth) – CA – With TLG since 10/2021
44. Vishaw Sondhi – NJ – With TLG since 11/2022
45. James Polmonari – TN – With TLG since 07/2020

In 2022, to qualify for The Presidents Club, $310,000+ in GDC was needed to be among the top 30.

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Top Weekly Producers:

This week’s top producer was Jonathan Schaeffer! Fantastic work, Jonathan! Take a look below for the list of some of this week’s top producers!

Thank you and congratulations!

• Robert Amoruso
• Rod Dir
• Tony Ivener
• Dan Thompson
• Tony Brown
• Jonathan Schaeffer
• Jim Connell
• Doug Gerrard
• Tim Gelinas
• Jim Raabe

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Top Producers by Category as of 4/15/2024: