Leaders Board

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 the list. Keep it up everyone, and congratulations on being included in this week’s Leaders Board!

To qualify for last year’s Presidents Club, $445,000+ in GDC was needed.

Doug Gerrard is currently #1 on the Leaders Board.

Here is the Leaders Board as of 3/9/2026:

Doug Gerrard – FL – Registered since 12/2018

1. Robert Amoruso (Gideon Strategic Partners LLC) – CA – Registered since 07/2021
2. Francisco Soler (Regis Financial Partners LLC) – FL – Registered since 05/2023
3. Michael Liebeskind (Golconda Partners LLC) – NY – Registered since 01/2020
4. Daniel Gilbert (Framework Ins & Financial Solutions LLC) – CA – Registered since 05/2021
5. Jimmy Jacobs (Milestone Financial Solutions) – VA – Registered since 09/2018
6. Don Garlikov (Garlikov & Associates Inc) – OH – Registered since 02/2018
7. Andrea Dykes (Howard Insurance Agency Inc) – MD – Registered since 04/2016
8. Scott Holton (GBS Insurance and Financial Services) – IL – Registered since 01/2023
9. Rory Lough (GBS Insurance and Financial Services) – IL – Registered since 10/2024
10. Sal Palazzolo (Resource Insurance & Financial Group) – IL – Registered since 02/2013
11. Dan Thompson (Union Bridge Capital) – PA – Registered since 01/2005
12. Richard Mack (Mack Financial) – IN – Registered since 01/2019
13. Tim Gelinas (Senior Financial Planning LLC) – GA – Registered since 06/2004
14. Stephanie Adams (Charles Monat Associates LLC) – MA – Registered since 05/2017
15. Mike Olson (Polaris Insurance Advisors) – AZ – Registered since 02/2025
16. Jim Connell (Connell Financial Group LLC) – NY – Registered since 01/2014
17. Emma Wheeler (Leaders Financial Group) – TX – Registered since 11/2017
18. Lisa Liao – CA- Registered since 04/2024
19. Robert Jarvis – FL – Registered since 05/2017
20. Jordan Schmidt (Schmidt Financial Group Inc) – IL – Registered since 10/2021
21. Ben Rainey (WealthPoint) – CO – Registered since 02/2025
22. John DuBois (Illumination Financial Group LLC) – OH – Registered since 10/2019
23. Farid Mokhtarian (Kylas Insurance & Financial Services) – CA – Registered since 10/2009
24. Alex Nikolenko (Zey Financial & Insurance Services Inc/PFR Advisors) – CA – Registered since 03/2011
25. Jonathan Donfeld (Donfeld Insurance Services Corp) – CA – Registered since 06/2017
26. Phil Bucaro (Resource Insurance & Financial Group) – IL – Registered since 08/2012
27. Stephen Bene (Beneficial Wealth) – NJ- Registered since 05/2025
28. Don Lutterman – NE – Registered since 06/2018
29. Wick Barfield (American Wealth Management LLC) – LA – Registered since 02/2007
30. Neil Santo Tomas (Zey Financial & Insurance Services Inc/PFR Advisors) – CA – Registered since 05/2018
31. Frank Warner (Frank Warner CPA) – WA – Registered since 07/2002
32. Jason Jones (Cache Financial) – UT – Registered since 05/2023
33. John Young (Cardinal Wealth Insurance Agency) –NC- Registered since 10/2025
34. Paul Holland -ND- Registered since 05/2022
35. Bill Oliver (Oliver Insurance & Financial Services) – GA – Registered since 10/2019
36. Michael Riley (Estate & Retirement Resources) -FL- Registered since 08/2025
37. Alex Shapses (NewEdge Capital) – NY – Registered since 03/2021
38. Brandon Smith (Milestone Financial Solutions) – VA – Registered since 10/2018
39. Ed Colvin (Pinnacle Ins & Investments LLC) – GA – Registered since 06/2009
40. Jim Raabe (Raabe & Associates LLC) – WA – Registered since 10/1998
41. Howard Englehart (Raabe & Associates LLC) -WA- Registered since 04/2025
42. Steve Caldara (Caldara, Wunder, & Associates) – CO – Registered since 08/1998
43. Ikuyo Hiraguchi (EMP Financial Network) -CA- Registered since 10/2024
44. Josh Pierce (JH Pierce Wealth Management PC) -WY- Registered since 08/2019

Top Weekly Producers:

This week’s top producer was Francisco Soler. Great job, Francisco! Take a look below for the list of some of this week’s top producers.

• Thank you and congratulations.
• Francisco Soler
• Jimmy Jacobs
• Frank Hirsch
• Matthew Sweat
• Wick Barfield
• Michael Liebeskind
• Doug Gerrard
• David Kleinhandler
• Ikuyo Hiraguchi
• Jorge Valdes

Top Producers by Category as of 3/9/2026: