For Immediate Release

Thursday, July 28, 2022

14 M Member Firm Financial Professionals Named to Forbes/SHOOK Research 2022 Top Financial Security Professionals List

M Financial Group congratulates the 14 Member Firm financial professionals named as finalists in the 2022 Forbes/SHOOK Research Top 100 and Best-in-State Financial Security Professionals rankings.

A collaboration between Forbes and SHOOK Research, the Top 100 and Best-in-State lists offer a qualitative and quantitative performance ranking of the top financial service professionals in the United States and in each state.

Industry executives and peers nominated 35,465 financial professionals for ranking consideration, according to SHOOK Research’s ranking methodology. Of those, SHOOK Research evaluated 15,000 financial professionals who met the standards for consideration.

“M Financial’s network of independent Member Firms includes some of the savviest and most experienced professionals in financial services,” said Russell Bundschuh, president and CEO of M Financial Group. “The 14 ranked Member Firm financial professionals are unwavering client advocates and have the know-how to deliver custom life insurance solutions for even the most complicated scenarios. It is an honor to have them as members of the M Financial community.”

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

• J.R. Burke — Perspective Financial Group — Berwyn, PA
• Philip de Bruyn — Southern Wealth Management, LLP — Dallas, TX
• Thomas Fanning, Sr. — Heritage Strategies, LLC — Woodbury, NY
• Kenneth Knox — Tenzing Insurance Strategies — Needham, MA
• Chelsea Maeda — Winged Keel Group — New York, NY
• Eric Naison-Phillips — Winged Keel Group — New York, NY
• Jeri Turley — Winged Keel Group — Richmond, VA

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

• J.R. Burke — Perspective Financial Group — Berwyn, PA
• Philip de Bruyn — Southern Wealth Management, LLP — Dallas, TX
• Roger Cammon — Cammon Company — St. Louis, MO
• Thomas Fanning, Sr. — Heritage Strategies, LLC — Woodbury, NY
• Michael Houghton — Houghton Financial Partners — El Paso, TX
• 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
• 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
• Adam Sendzischew — Jones Lowry — Miami, FL
• Stephen Target — Newton One Advisors, LLC — Newark, DE
• Jeri Turley — Winged Keel Group — Richmond, VA

Forbes and SHOOK Research launched the Top Financial Security Professional rankings in 2021. Thirteen M Financial professionals were recognized in the inaugural year.

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.