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.
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!
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
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
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
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
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
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
Pub8927 (01/25) 7545914.1 (Exp. 01/27) 20270101