For Immediate Release

M Member Firm Principals Named 2023 Forbes/SHOOK Research Top Financial Security Professionals

M Financial Group congratulates the 19 Member Firm financial professionals named as finalists in the 2023 Forbes/SHOOK Research Top 100 and Best-in-State Financial Security Professionals rankings. Notably, five M Member Firm principals placed among the top 20 financial security professionals in the nation.

A collaboration between Forbes and SHOOK Research, the third annual publication of the Top 100 and Best-in-State Financial Security Professional lists offers a qualitative and quantitative performance ranking of the top insurance professionals in the United States and in each state.

To date, industry executives and peers have nominated 42,108 financial professionals for ranking consideration, according to SHOOK Research’s ranking methodology. Of those, SHOOK Research has evaluated 16,500 financial professionals who met the standards for consideration.

“Congratulations to the 19 M Member Firm principals for this well-deserved recognition,” said Russell Bundschuh, President & CEO of M Financial Group. “It truly is a privilege and honor to work with M’s Member Firm professionals, who represent the best in the industry for client advocacy and the consistent delivery of effective planning solutions for our high-net-worth clientele.”

Forbes/SHOOK Research 2023 Top 100 Financial Security Professionals in the U.S.

• Philip de Bruyn — Southern Wealth Management, LLP — Dallas, TX
• Thomas Fanning, Sr. — Heritage Strategies, LLC — Woodbury, NY
  
• Chelsea Maeda — Winged Keel Group - New York, NY
• Michael Mingolelli, Jr. — Winged Keel Group — Needham, MA
• Eric Naison-Phillips — Winged Keel Group — New York, NY
• Matthew Phillips — Winged Keel Group — New York, NY
• Jeri Turley — Winged Keel Group — Richmond, VA

Forbes/SHOOK Research 2023 Best-in-State Financial Security Professionals

• J.R. Burke — Perspective Financial Group, an Alera Company — Berwyn, PA
• Roger Cammon — Cammon Company — St. Louis, MO
• Philip de Bruyn — Southern Wealth Management, LLP — Dallas, TX
• Brent Eden — Winged Keel Group — Atlanta, GA
• Thomas Fanning, Sr. — Heritage Strategies, LLC — Woodbury, NY
• Michael Houghton — Houghton Financial Partners, LLC — El Paso, TX
• Shane Johnson — Perspective Financial Group, an Alera Company — Berwyn, PA
• Brady Knight — Winged Keel Group — Houston, TX
• Kenneth Knox — Tenzing Insurance Strategies — Needham, MA
• Robert C. Kulle, Jr. — Heritage Capital Strategies, Inc. — Westlake Village, CA
• Mac Lowry — Jones Lowry — West Palm Beach, FL
• Chelsea Maeda - Winged Keel Group — New York, NY
• Michael Mingolelli, Jr. — Winged Keel Group — Needham, MA
• Eric Naison-Phillips — Winged Keel Group — New York, NY
• Matthew Phillips — Winged Keel Group — New York, NY
• Adam Sendzischew — Jones Lowry — Miami, FL
• Stephen Target — Newton One Advisors, LLC — Newark, DE
• Jeri Turley — Winged Keel Group — Richmond, VA
• David Wischmeier — MBW Group — Minneapolis, MN

Please visit mfin.com/find-a-firm to contact an M Financial Member Firm in your area.

About M Financial

‍With more than 130 Member Firms in 36 states and the United Kingdom, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance and executive benefit firms has served the needs of high-net-worth individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.

For more information, please contact M Financial's communications team at communications@mfin.com or visit mfin.com.