Presidential Citation Awards

We donned our finest whites to embrace our inner Miami Beach spirit. These distinguished leaders shape the success of their FPs and the growth of their firms. In 2023, these esteemed honorees contributed over $26.3 million in total unit production and brought in 376 new advisors.

STARs

The award winners in this category are those individuals who have taken the Managing Director role to the next level:

Raymond Berard, North/Central Florida

Tom Freeman, Pacific Advisors

Nickelle Leist, Texas PRS

Daniel Taylor, South Central

Jason Waugh, Great Lakes

Raymond Berard, Tom Freeman, Nichelle Leist, Daniel Taylor, Jason Waugh, joined by Keith Kronen on the left and Meg Vecchi on the right

Frontline Leader Award

The Frontline Leader Award recognizes a remarkable leader who excels in recruiting, guiding, and empowering new financial professionals from the very first day on the job.

Our 2023 honoree is Becky Thompson, an eight-time PCA qualifier who earned 510 PCA points in 2023. Becky oversaw 48 financial professionals, among them two who qualified for Leaders Club, four for the Client Builder Award, and 19 for MPR, with a total production of just over $1.2M in First Year Commissions!

Becky Thompson with Leyla Lesina on the left and Meg Vecchi on the right

Platinum-Level Qualifiers

Our highest PCA award recognizes exceptional leaders with at least 500 points. Our 2023 qualifiers achieved 116 Gross and 83 Quality recruits and $12M in unit production.

Michael Fraiman, National Financial Network

Scottie Howard, Lifetime Financial Growth

Ian McGurran, Red River

Regina Reiff, Western Pacific

Becky Thompson, Charlotte

Michael Fraiman, Ian McGurran, Becky Thompson, Regina Reiff, Scottie Howard, joined by Meg Vecchi on the left and Keith Kronen on the right

Gold-Level Qualifiers

These individuals had to earn at least 350 points, and they did so in 2023 by recruiting 75 Gross and 41 Quality Recruits and producing over $8M.

Russell Auyeung, Pacific Advisors

John Codispoti, Lifetime Financial Growth

Steve Eisner, National Financial Network

Mike Longo, Fort Myers

Mitchel Roussel, North/Central Florida

Daniel Taylor, South Central

John Codispoti, Mitchel Roussel, Russell Auyeung, Steve Eisner, Mike Longo, Daniel Taylor, joined by Tim Uliana on the left and Brook Thompson on the right

Silver-Level Qualifiers

Silver-level qualifiers must achieve 250 points for FR recruiting and productivity. Our 2023 winners generated 58 Gross and 35 Quality Recruits, with unit production credits of more than $3M.

Paul Barone, National Financial Network

Shane Bauman, Wealth Beyond Money

Raymond Berard, North/Central Florida

Steve Constantine, Upstate New York

John Le, Granite Bay

Bountha Leng, Granite Bay

Dan Mills, Southeast

Bountha Leng, John Le, Shane Bauman, Paul Barone, Raymond Berard, Steve Constantine, Dan Mills, joined by Tim Uliana on the left and Brook Thompson on the right

Bronze-Level Qualifiers

Leaders in this group earned a minimum of 150 points in the areas of recruiting and productivity. During 2023, Bronze-level qualifiers had 127 Gross and 75 Quality recruits and accounted for over $3.3M in total team production credits.

Roxanne DeJesus, Granite Bay

Stephen DelliBovi, Forest Hills Financial Group

Tom Freeman, Pacific Advisors

Graham Gaerlan, Granite Bay

Brian Grande, Wayne

Chris Herrera, Granite Bay

Tatiana Molina, Texas PRS

Luke Noll, St. Louis

Lauren Pastore, NY Gotham

Nickelle Leist, Texas PRS

Modesto Tomeldan, Granite Bay

Diego Villicaña Franco, Granite Bay

Chris Volberg, Short Hills

Jason Waugh, Great Lakes

Tim Uliana, Diego Villicaña Franco, Chris Herrara, Graham Gaerlan, Modesto Tomeldan, Roxanne DeJesus, Tom Freeman, Luke Noll, Stephen DelliBovi, Brian Grande, Nickelle Resnick, Tatiana Molina, Lauren Pastore, Chris Volberg, Jason Waugh, Brook Thompson

Recruiting Directors

To qualify, Recruiting Directors must recruit at least 25% of their gross Net Field Force from the prior year, including a minimum of 10 Gross Recruits — and, to promote healthy growth, have at least +1 Net Field Force by year end.

The Recruiting Directors below contributed to 355 Gross Recruits to our 2023 Growth.

Becky Fraga, North/Central Florida

Tatiana Galvin, North Texas

Michelle Grill, Certified Financial Services

Christina Lloyd, St. Louis

Laura Mendoza, Pacific Advisors

Nicole Pinal, Wayne

Mona Puch, Fort Myers

Jenna Richardson, Red River

Emma Royce, Financial Growth Partners

Jade Valentini, South Florida

Pat Wilson, Lifetime Financial Growth

Jade Valentini, Mona Puch, Jenna Richardson, Emma Royce, Katie Martineau, Pat Wilson, Rebecca Fraga, Michelle Grill, Laura Mendoza, Tatiana Galvin, Nicole Pinal, Christina Lloyd

Managing Associates

In addition to making it to Leaders Club on their own production, Managing Associate qualifiers also had to recruit a minimum of 3 Gross and 2 Quality hires. Our qualifiers collectively recruited 22 Gross and 14 Quality Recruits, which is a great accomplishment.

Gregory Montejo, Pacific Advisors

Brian Sykes, National Financial Network

Scott Zedeker, Fort Myers

Scott Zedeker, Brian Sykes, Gregory Montejo, joined by Keith Kronen

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