MONTHLY BULLETIN
June 2022
OUR MISSION & VALUES
LEADERS OF THE MONTH


Brad Ernst
Jacksonville Office
Assisted by Alex Roepe,
Kenny Argueta, David Overby,
Chris Kuhl, & Huyen Nguyen-Stewart

NEW CLIENTS: 4.00
LIVES: 22.50
PREMIUM: $359,353


Nick Walker
Jacksonville Office
Assisted by Michelle Stickler
& Stephanie Bickers

NEW CLIENTS: 3.00
LIVES: 5.50
PREMIUM: $85,897


Tom Vaughn
Pensacola Office
Assisted by Michael Brinkley, Scott Harding, Rana Saxton, Kelli Taylor, Pamela Laukaitis, Jamie Vaught,
Judy Brinkley, & Frankie Castagna
 
NEW CLIENTS: -0.230
LIVES: 3.24
PREMIUM: $52,203



Jeff Salazar
Jacksonville Office
Assisted by Mackensie Killgore,
Lynne Streety, & David Pierce

NEW CLIENTS: -0.50
LIVES: -0.50
PREMIUM: $36,358




Jon Hamby
St. Simons Island Office
Assisted by Nancy Dart

NEW CLIENTS: 1.00
LIVES: 3.90
PREMIUM: $35,070
ROOKIES OF THE MONTH


Padric Scott
Tallahassee Office
Assisted by Valeria Cardenas,
Ashley Reynolds, Michael Betty,
Ansley Corson, Courtney Woolard,
& Yara Pappadis

NEW CLIENTS: 0.51
LIVES: 5.01
PREMIUM: $21,740




Matt Amitrano
Jacksonville Detached Office (Destin)
Assisted by FPS

NEW CLIENTS: 1.50
LIVES: 7.00
PREMIUM: $21,067




Zach Gwyn
Gainesville Office
Assisted by FPS

NEW CLIENTS: 3.50
LIVES: 4.00
PREMIUM: $14,930





Alex Coyne
Pensacola Office
Assisted by FPS

NEW CLIENTS: 4.00
LIVES: 6.00
PREMIUM: $10,290



Archie Andah
Tallahassee Office
Assisted by Sarah Andah,
Sybile Hector, & Sehra Wells

NEW CLIENTS: 3.00
LIVES: 7.00
PREMIUM: $10,208

INVESTMENT LEADERS OF THE MONTH
AUM - Assets Under Management





Roman Janos
Gainesville Office
Assisted by Gouri Kumar

AUM: $2,236,443



Bryson Bard
Tallahassee Detached Office
Assisted by Amber King, Andy Mullins, Meagan Bridges, Betsy Ennis-Short, Lauren Scurlock, Akilah Smith,
& Jack Clavenna

AUM: $2,184,954





Ben Gantt
Tallahassee Office
Assisted by April Shockey, Emilie Cranmer, Bonnie Gantt, Ben Graybar,
Heather Suber, Pooja Patel, Sheila Doyle, Joey Banghart, Kiley Durrence,
& Crystal Moya

AUM: $1,817,118




John Geer
Jacksonville Detached Office
Assisted by Phillip Davis,
Josh Herstone, Hailey Shugrue,
& Austin Tucker

AUM: $1,406,405



Michelle Baker
Jacksonville Office
Assisted by Pamela Cribbs,
Drew Thompson, & Katherine Thomas

AUM: $1,116,660
INVESTMENT LEADERS YEAR TO DATE
AUM - Assets Under Management



Ben Gantt
Tallahassee Office
Assisted by April Shockey, Emilie Cranmer, Bonnie Gantt, Ben Graybar,
Heather Suber, Pooja Patel, Sheila Doyle, Joey Banghart, Kiley Durrence,
& Crystal Moya

AUM: $41,062,827



Josh Ferguson
St. Simons Island Office
Assisted by Megan Hardin, Nathan Rikansrud, Amanda Bauer, Natalie Miller & Kirk Farkas

AUM: $25,955,134



Tom Vaughn
Pensacola Office
Assisted by Rana Saxton,
Scott Harding, Kelli Taylor, Michael Brinkley, Judy Brinkley, Pamela Laukaitis,
& Jamie Vaught

AUM: $17,595,729



Michelle Baker
Jacksonville Office
Assisted by Pamela Cribbs, Drew Thompson, & Katherine Thomas

AUM: $14,526,159



John Geer
Jacksonville Detached Office
Assisted by Phillip Davis, Josh Herstone, Hailey Shugrue, & Austin Tucker
 
AUM: $13,829,586

ROOKIE OF THE YEAR - TOP 5 RANKING
Requirements:

LOS: 1st 2 Years

Point System:
New Client = 1
Life = 1
$1,000 Premium = 1


Kevin Koch
Savannah Office
Assisted by Max Williams

NEW CLIENTS: 66.00
LIVES: 79.00
PREMIUM: $60,134
RANKING: 205.13


Tyrail Williams
Jacksonville Office
Assisted by FPS

NEW CLIENTS: 6.00
LIVES: 9.00
PREMIUM: $155,765
RANKING: 170.77



Brian Shleifer
Ormond Beach Office
Assisted by FPS

NEW CLIENTS: 23.50
LIVES: 33.00
PREMIUM: $29,977
RANKING: 86.48


Anastasia Gray
St. Augustine Office
Assisted by Haley Boegler,
Jessica Vellucci, & FPS

NEW CLIENTS: 15.60
LIVES: 23.95
PREMIUM: $43,358
RANKING: 82.91


Brandon Fleming
Ormond Beach Office
Assisted by FPS

NEW CLIENTS: 17.50
LIVES: 22.00
PREMIUM: $35,228
RANKING: 74.73
MONTHLY SALES REPORT
CASH FLOW REPORTS
MONTHLY
YTD
FINANCIAL SECURITY AWARD
Awards Year
IPS INTEGRATED COMPENSATION GRID: 2022-2023
IPS PRODUCTION REPORTS
Still unavailable for June
PAID FOR RANKING BY FINANCIAL REPRESENTATIVE
AWARDS YEAR
CALENDAR YEAR
NEW CLIENT BONUS