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Daniel H. Pink is the author of six provocative books — including his newest, When: The Scientific Secrets of Perfect Timing, which has spent four months on the New York Times bestseller list. His other books include the long-running New York Times bestseller A Whole New Mind and the #1 New York Times bestsellers Drive and To Sell is Human. His books have won multiple awards and have been translated into 39 languages. Before venturing out on his own 20 years ago, Dan worked in several positions in politics and government, including serving from 1995 to 1997 as chief speechwriter to Vice President Al Gore.

Joe Jordan is an inspirational speaker and behavioral finance expert. He is the author of the award-winning book Living a Life of Significance (Acanthus Publishing, 2013). The book has sold over 100,000 copies and is translated in five languages.  Formerly, Joe ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife. He was responsible for retail product development and started their fee-based financial planning program and behavioral finance department.  Joe is also a founder of the Insured Retirement Institute and has been featured on the cover of Life Insurance Selling magazine.

Sarano Kelley is founder of The Game and author of, The Game: Win Your Life in 90 Days, grew up in a gang-infested neighborhood and was just 16 years old when he began his studies at Vassar College.  He was earning $400,000 in commissions by the age of 23 as a Wall Street Stockbroker.  A family tragedy drove Sarano to a journey of new beginnings where he discovered how to produce results while achieving a life mounted on balance and purpose.  He is rated as the number one speaker at the Securities Industry Association and Wharton School of Business.

David McKnight has helped put thousands of Americans on the road to the zero percent tax bracket over the past 20 years. He has been featured on Bloomberg Radio, Bloomberg BusinessWeek, MarketWatch, CBS Radio, The New York Times, CNBC, Yahoo! Finance,, Reuters, Investor’s Business Daily and numerous other national publications. His bestselling book The Power of Zero has sold over 140,000 copies.  As the President of David McKnight & Company, he mentors hundreds of financial advisors from across the country who specialize in The Power of Zero retirement approach.

Jill Judd, LUTCF, FSS is president of NAIFA National and an award-winning State Farm agent. She recognized the importance of surrounding herself with successful professionals and joined NAIFA in 2001.  Her long list of volunteer opportunities with all facets of NAIFA allowed her to be a champion of legislation, membership, diversity and leadership development.  She has completed several Iron Man triathlons, attends and works at Burning Man annually and enjoys living on the east coast with her husband Hal.


Evelyn Gellar, LUTCF®, RICP®, CDFA® is an advocate for serving minority populations. She has qualified for both Management Leaders Conference as a top 20 office and Management Chairman’s Council, as a top 10 office. In 2011, she was the recipient of the Sales Manager of the Year, Silver Award and was the recipient of NAIFA’s Diversity Champion Award in 2017.  She currently serves on NAIFA’s diversity task force and is Past President for WIFS National (2016-2017).  Evelyn is now with Penn Mutual as AVP, Market Development and is currently the Head of Strategic Partnerships.