2024 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。
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百万圆桌会长
Gregory B. Gagne，ChFC 是 2024 年度百万圆桌会长。他拥有 25 年百万圆桌会龄，20 次获得内阁会员资格，16 次获得顶尖会员资格。Gagne 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。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。他曾大量参与百万圆桌志愿服务，包括任职顶尖会员全球理事会成员及顾问委员会主席，也是 2020 年度日程起草部门的全球理事会成员。他曾在 12 场百万圆桌会议上发表演讲。
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百万圆桌前任会长
Peggy Tsai，RFP、CCFP 是 2024 年度百万圆桌前任会长。她拥有 23 年百万圆桌会龄，16 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 Inner Circle Society 的会员。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。
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百万圆桌第一副会长
Carol Kheng，ChFC 是 2024 年度百万圆桌第一副会长。她拥有 26 年百万圆桌会龄，4 次获得内阁会员，3 次获得顶尖会员资格。她是百万圆桌基金会的“钻石骑士”，同时也是核心集团的成员，并曾担任受托人董事会成员。Kheng 在 Prudential Assurance Company Singapore 担任资深理财咨询师，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 的获奖者，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
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百万圆桌第二副会长
John F. Nichols，MSM、CLU 是 2024 年度百万圆桌第二副会长。他拥有 24 年百万圆桌会龄，19 次获得内阁会员资格，17 次获得顶尖会员资格。他也是百万圆桌基金会的前任会长兼“皇家勋章神剑骑士”，以及核心集团的成员。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。
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秘书长
Clay Gillespie，CFP、CLU 是 2024 年度百万圆桌秘书长。他拥有 23 年百万圆桌会龄，21 次获得内阁会员资格，20 次获得顶尖会员资格。他也是百万圆桌基金会的“神剑骑士”。Gillespie 是一名理财顾问、投资组合经理兼 RGF Integrated Wealth Management 的总经理；该公司于加拿大 British Columbia（不列颠哥伦比亚省）Vancouver（温哥华）经营业务。他专注于退休收入规划领域的工作。自 2007 年起，Gillespie 便全面参与百万圆桌的志愿者工作，曾担任多个委员会的各种职务。2019 年，Gillespie 担任顶尖会员分会全球理事会成员及顾问委员会主席。他也曾担任财务部门的全球理事会成员。其他领导职位包括出任 2015 年百万圆桌年会焦点会议委员会队长，以及顶尖会员分会内若干个委员会的主席。
历任会长
2022
Randy L. Scritchfield, CFP, LUTCF
Montgomery Financial Group
Damascus, Maryland, USA
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
Prudential of America
New Orleans, Louisiana, USA
1992
William T. O'Donnell
Schwarz Brothers Benefits
Chicago, Illinois, USA
1991
Seymour Petrovsky, CLU
Business Men’s Assurance
Prescott, Arizona, USA
1990
*David H. Hilton, CLU, ChFC
Northwestern Mutual Life
Chicago, Illinois
1989
G. Carey Hauenstein, CLU
State Mutual of America
Laurel, Mississippi, USA
1988
Arlen I. Prentice, CLU, ChFC
Kibble and Prentice
Seattle, Washington, USA
1987
*Wilmer S. Poynor III, CLU, ChFC
New York Life
Birmingham, Alabama, USA
1986
*Frank Friedler Jr., CLU
Home Life
New Orleans, Louisiana
1985
Ron D. Barbaro
North American Life
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
New York Life
New York, New York
1981
*Clune J. Walsh Jr., CLU
Walsh Financial Group
Birmingham, Michigan, USA
1980
*Millard J. Grauer, CLU
Equitable — New York
Longboat Key, Florida, USA
1979
*Paul L. Oliver Jr., CLU
Prudential of America
San Francisco, California
1978
*Jack L. McKewen, CLU
Fidelity Mutual
Birmingham, Alabama
1977
*Marshall I. Wolper, CLU
Equitable — New York
Miami, Florida
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
New England Life
Lewiston, Maine
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
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