D. Kyle Atkins CLU CFP, David Pritchard DipPFS, Darren Ryan CFP CLU, Francis J. Ryan CEBS CFP, Darrell Wade

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D. Kyle Atkins, CLU, CFP, has more than 39 years of experience in the financial services profession and is an active member of numerous national and local professional organizations. Darren Patrick Ryan, CFP, CLU, is the insurance and estate planning subject matter expert at Ryco Financial Inc. He has been providing professional financial advice for more than 10 years and specializes in helping professionals meet their investment goals and insurance needs, with a special segment of his practice tailored toward physicians and health care professionals. He was appointed to Manulife's Insurance Advisory Council and Digital Advisory Council in 2019 and was recently included in the Top 40 under 40 Rising Stars by Wealth Professional Canada. Francis J. Ryan, CEBS, CFP, is the group benefits and group retirement solutions subject matter expert at Ryco Financial Inc. He joined Ryco in 2016 following a five-year career as a geoscientist in the energy industry. His diverse background in science and business gives him a unique perspective in understanding and implementing financial strategies aligned with clients' goals and objectives. Ryan was awarded the National Associate Advisor Award in 2018, 2019 and 2020 by Manulife Wealth Insurance Services Inc., and was appointed to Manulife's Insured Investments Advisory Council in 2019. Darrell Wade has spent more than two decades helping families connect their business goals with their personal financial dreams. As co-founder of Park Place Financial, he has been instrumental in building the firm on lasting relationships, personalized service and proven results rooted in trust, strategy and family values. He blends strategic financial insight with a deep understanding of family dynamics, helping clients navigate the complexities of succession, stewardship, and investment planning with clarity and purpose. He is an active MDRT member and spends nonworking hours mentoring youth in finance and agriculture.

Juli Y. McNeely CFP CLU, Gregory K. Large CLU ChFC, Timothy M. Reis, LUTCF

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Juli Y. McNeely, CFP, CLU, grew up in the financial services profession, watching her mother and father serve clients. She currently is an owner of Financial Clarity by Design, an independent firm founded by her father, while also growing her personal coaching practice, Juli McNeely Consulting LLC. She became NAIFA’s first female president in 2014 and was awarded the WIFS Woman of the Year award in 2015. In 2016, McNeely released “No Necktie Needed: A Woman’s Guide to Success in Financial Services.” How can you develop a business model that promotes sustainability and greater embedded value with recurring income? MDRT members share techniques that have led them to do just that. Gregory K. Large, CLU, ChFC, is a founding member of Lenox Advisors, where he currently serves as president. Since 1999, Large has focused on building a client-centric wealth management platform to service clients across the country. His primary role today is centered on the strategic growth of Lenox Advisors, including the integration of evolving technology, strategic partnerships, and the expansion of the Lenox capabilities suite and national footprint. He has been quoted in The Wall Street Journal and Advisor Today, has appeared on Bloomberg Television and received recognition multiple times by Forbes magazine as a top financial security professional. Timothy M. Reis, LUTCF, began his career in financial services at the age of 21, assisting clients with their retirement and insurance needs. In 1993, he founded Reis Financial Services LLC, where he focused primarily on comprehensive financial planning. Since then, Reis has provided financial, investment, retirement, tax and estate planning services to hundreds of clients. In 2023, he sold his firm to Merit Financial Advisors and currently serves as their wealth manager. Reis frequently attends financial conferences, collaborates with fellow successful advisors from around the world and is in good standing with numerous financial services organizations.

Carla Brown FPFS CFP, Mark Gaunya GBA, Ian Green DipPFS, Ryan J. Pinney

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Carla Brown, FPFS, CFP, is the CEO of Oakmere Wealth Management, an award-winning financial planning firm, and president and chair of the Personal Finance Society. She specializes in working with business owners, company directors and high-earning professionals to create personalized financial plans that empower them to live their best lives. With more than 28 years of experience, Brown brings energy, clarity and real-world insight to help people feel more confident and in control of their financial futures. Mark S. Gaunya, GBA, is a principal at Borislow Insurance and founder of Captivated Health, an innovative solution designed to help middle-market employers “bend the health care trend” by joining a community of organizations with the same goal: to change the way they finance their health benefits through insightful, actionable data and make health care easier and more affordable for employees and their families. With decades of experience as an employee benefits advisor and a pioneer in the use of consumer-driven health plans, Gaunya is a passionate advocate for transparency, consumerism, health and well-being. Ryan J. Pinney has been recognized for using innovative technologies to drive insurance sales, streamline the application process and speed up underwriting. Pinney has been featured in various financial publications and has also received several professional honors, including being named one of “4 Under 40” in NAIFA’s Advisor Today and as one of the “24 Most Creative People in Insurance” by LifeHealthPro. He has served in many roles for MDRT, including as Divisional Vice President for Top of the Table in 2022.

Peter Baines

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Peter Baines is the founder of Hands Across the Water, an organization dedicated to connecting disadvantaged children in Thailand with homes, food and education. Though his career began as a forensic investigator leading international teams into scenes of crisis and disaster, he transitioned to business consultant and global keynote speaker. Almost 20 years after starting the charity through his fundraising efforts in Australia, he now spends much of his time educating other charity and business leaders on how they can benefit from their engagement with their community partners through corporate social responsibility programs.

Carla Brown FPFS CFP

Cuddington

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2025

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8

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8

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8

Carla Brown, FPFS, CFP, is the CEO of Oakmere Wealth Management, an award-winning financial planning firm, and president and chair of the Personal Finance Society. She specializes in working with business owners, company directors and high-earning professionals to create personalized financial plans that empower them to live their best lives. With more than 28 years of experience, Brown brings energy, clarity and real-world insight to help people feel more confident and in control of their financial futures.

Ryan J. Pinney

Roseville

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CA

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Current Membership Year:

2025

Total Membership Years:

17

Court of the Table Honors:

17

Top of Table Honors:

17

Ryan J. Pinney has been recognized for using innovative technologies to drive insurance sales, streamline the application process and speed up underwriting. Pinney has been featured in various financial publications and has also received several professional honors, including being named one of “4 Under 40” in NAIFA’s Advisor Today and as one of the “24 Most Creative People in Insurance” by LifeHealthPro. He has served in many roles for MDRT, including as Divisional Vice President for Top of the Table in 2022.

David C. Blake

Harrison

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NY

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Current Membership Year:

2025

Total Membership Years:

25

Court of the Table Honors:

18

Top of Table Honors:

16

David C. Blake is the founder and president of an insurance enrollment firm that creates and supports voluntary benefit offerings for dozens of health care organizations across the U.S. Blake has sold more than 20,000 individual disability insurance policies to health care professionals. He credits his success to having built a national network of affiliated producers who can provide local service to policyholders as well as seek out educational resources to support his growing network while he focuses on his unique skill sets.