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The members that sit on the National Board of Trustees are either nominated and approved by the Governance Committee or appointed by the Committee. Members typically rise through the chairs at the local and then state level before being selected to the National Board of Trustees.
Additionally, the Secretary position is one that the Governance Committee selects and will be the future President after moving from Secretary to President-Elect to President.
The Board of Trustees purpose is to provide oversight of the membership of NAIFA, provide visionary direction to the CEO and interface with volunteer leadership.
President
Douglas Massey, LUTCF, CLU, ChFC, CRES, FSS, is a registered representative with OFG Financial Services, Inc., where he has been since 1992. His practice specialties include retirement planning and life insurance. His company’s focus is on near-retirees and retirees. It also does a significant amount of business in the non-profit and 403(b) market.
A NAIFA member since 1987, Massey has served as Chair of the IFAPAC Committee, was on the NAIFA-TX board of directors from 2008-2014, and was President of NAIFA-TX from 2012-2013.
He has attended every NAIFA Congressional Conference since the meeting’s inception and has attended every NAIFA-TX Legislative Day since 1991. He is one of the key contacts for Sens. John Cornyn and Ted Cruz and Rep. August Pfluger.
Massey is an IFAPAC Defender (monthly contributor), as well as a contributor at several events each year. Over the years, he has recruited and sponsored many NAIFA members and has encouraged past members. He has moderated LUTCF and FSS classes and is a Leadership in Life Institute (LILI) graduate.
President-Elect
Christopher L. Gandy, LACP, is the Founder and Chief Executive Officer of Midwest Legacy Group (OneAmerica) in Lisle, IL. He has served as President of NAIFA’s Chicagoland chapter and has been a NAIFA member since 2003. He entered the insurance and financial services industry in 1999 after playing professional basketball for the Chicago Bulls and the San Antonio Spurs as well as in L’Hermaine, France.
Gandy serves on NAIFA’s Diversity, Equity, and Inclusion Task Force and is a member of the NAIFA 2025 Strategic Planning Committee. He is a highly sought-after speaker for industry events and has been a speaker at NAIFA’s Performance+Purpose annual conference and published in Advisors Magazine, GQ, Advisor Today, and InsuranceNewsNet among other publications.
Gandy is also an active volunteer in the community. He serves on the Board of the Chicago Concussion Coalition, which strives to make amateur sports safer for children, and on the Board of Directors of the Urban League. He is part of the United Way’s Young Community Leaders and volunteers for the Big Brothers/Big Sisters organization.
Immediate Past President
Tom Cothron, LUTCF, FSCP, entered the business in 1979 and joined NAIFA in 1981. In 1986, he was appointed as an Agency Manager for Southern Farm Bureau and manages a multi-line agency in Ocala, FL. He has been named Agency Manager of the Year several times and has also been chosen to receive Florida Farm Bureau’s Team Player Award on multiple occasions.
Cothron served as a NAIFA local chapter President in Ocala, FL in 1995 and 2002, as NAIFA-Florida president in 2008-2009, and served on NAIFA’s national board of Trustees from 2011-2015. In 2007 he was asked to serve on the “NAIFA In The 21st Century” (NAIFA 21) strategic planning task force and after rotating off the national board in 2015 was asked to serve as a member of the “NAIFA 2020” strategic planning group. He was the 2011 recipient of NAIFA-Florida’s highest award as Advisor of the Year being named as the recipient of the “C.G. Snead/J.F. Bryan, III Memorial Award for Outstanding Service”. He has served as a LUTCF moderator and is a graduate of NAIFA’s Leadership In Life Institute.
Cothron serves as a NAIFA Key Contact for several state and federal lawmakers from Florida and his favorite activities include travel with his wife of 30 years, Susie, and any time spent with their 4 children and 6 grandchildren.
Secretary
John W. Wheeler, Jr.
CFP®, CLU, ChFC, CRPC®, LUTCF, CLTC, LACP
Agency Executive Senior Partner,
Totus Wealth Management, LLC
As Agency Executive Senior Partner of Totus Wealth Management, LLC., John Wheeler is a registered principal and financial advisor with Cetera Advisors LLC. With an extensive background in the financial services industry dating back to 1969, Wheeler supports the firm through seminars, advanced joint sales work, recruiting and the development of our financial planning endeavor. He is a Certified Financial Planner™ Practitioner, and has earned the Chartered Life Underwriter, Chartered Financial Consultant, Chartered Retirement Planning Counselor, Life Underwriter Training Council Fellow, LACP® and, CLTC® designations. A well-known speaker in the financial services industry and various Bar Associations, Wheeler has been quoted in such publications as Money Magazine, Life Insurance Selling, The National Underwriter, Insurance News Net, and The Journal of Financial Planning.
Wheeler is on the faculty of the College for Financial Planning and has taught various Certification programs including the CRPC® and the CFP®. He is one of only a few people in the United States currently teaching the entire CFP® certification program, which he has been teaching since 1985. He was chosen as one of five individuals by the College to serve on the Adjunct Faculty Advisory Board. He has also taught for DePaul University for the Office of Continuing and Professional Education and has been a frequent lecturer for The Insurance Sales Institute at Purdue University.
Wheeler served two terms as President of the DuPage Area Association of Insurance and Financial Advisors, has served on the board since 1990, and currently serves as National Committeeman for NAIFA Chicagoland. In April of 2003, he was named Member of the Year and was inducted into their Hall of Fame. He is also on the NAIFA Texas Board. He served on the Carol Stream Chamber of Commerce Board of Directors for over 30 years and served as President seven times. He served as Director of Professional Standards for the Institute of Certified Financial Planners. He then served as Director of Ethics and Education and Director of Governmental Affairs of the Financial Planning Association of Illinois and in 2007 Wheeler was the recipient of the FPA Illinois Chapter Heart of Financial Planning Award*. He is a past President of NAIFA Illinois, past Chair of the Member Benefits Committee, Co-Chair of the Political Involvement Committee. He is also a Board Member of the Forum 400, currently serving as Chairman.
Wheeler is active in his community. In both 1988 and 2004 he received the Judges Award from the Village of Carol Stream for community involvement, the Illinois Reaches Out Award in 1997 for community participation and support, and the Country Spirit Award in 1998 for community service. He is a past Vice-President and co-founding Director of the DuPage Habitat for Humanity** and was also Chief of the YMCA Indian Guides Cheyenne Tribe.
Treasurer
Paul Dougherty is a Past-President of NAIFA and current national Treasurer. He has been in the insurance and financial services field for thirty-four years representing State Farm Insurance, the last twenty-seven as an Agent with offices in Hyattsville, Maryland, and Washington, DC. He is a passionate advocate for the insurance industry in general, and the role of the agent specifically.
Dougherty is also the past national Secretary for LifeHappens, a not-for-profit association whose mission is to educate the American public about the importance of life insurance and disability protection.
Throughout his career, Dougherty has actively engaged in training producers, educating clients, as well as advising regulators and legislators about the value of the products and services designed to help consumers recover from the unexpected. Dougherty speaks to audiences and organizations across the country about the key role producers play in the industry and the need to assist clients in preparing for their financial future.
His insights in the delivery of professional advice to a diverse marketplace has resulted in multiple requests to brief members of Congress and their staffs on key issues and has led to frequent testimony before Maryland House and Senate committees. He is also the current Chairman of the Retirement Planning Coalition of Maryland.
Dougherty balances the demands of his agency with his commitment to his community. He has served on four different school boards in Prince Georges County, including as President of two, as well as serving on other charitable boards. He is also a very experienced coach and has spent over fifteen years coaching three dozen different teams.
Dougherty is a native of Potomac, Maryland and a graduate of The Catholic University of America in Washington, DC. He lives in Croom, Maryland on the historic West End Farm.
Chief Executive Officer
As NAIFA’s Chief Executive Officer, Kevin Mayeux, CAE, oversees the headquarters and national staff and manages relationships with life, health and financial service companies, other industry organizations, legislators, and regulators. Mayeux supports NAIFA’s Board of Trustees and committees and coordinates efforts with NAIFA’s 90 state and local chapters. As CEO, he led an effort to modernize NAIFA’s operations through the development and implementation of a bold new strategic plan, NAIFA 20/20.
Prior to becoming NAIFA’s CEO, Mayeux served as the Executive Vice President, Chief Officer for North American Operations, and General Counsel for the Institute of Internal Auditors Global Headquarters in Orlando, Fla. In this role, Kevin supervised the core membership services offered to all 75,000 IIA members in North America in 158 chapters throughout the United States, Canada, and the Caribbean islands. Kevin further served as General Counsel, guiding the IIA’s intellectual property protection, affiliation agreements and legal interests around the world. He is a Certified Association Executive and holds a Certificate in Risk Management Assurance.
Mayeux has served as an association management professional for more than 25 years, including serving as the executive director of a statewide trade association in Tallahassee and CEO of an international individual membership society in Indianapolis. He also practiced law in Central Florida. He has held leadership positions on both the state and national level within the association management community, including being named Indiana’s association executive of the year, serving as president of the Indiana Society of Association Executives, and serving on the board of directors for the Florida Society of Association Executives. Mayeux received a Bachelor of Arts in Political Science and took Masters in Political Science and Public Administration courses concurrent with his Juris Doctorate at the University of Florida in Gainesville, where he served as Student Body President. Kevin continues to serve his alma mater as a member of its national alumni board.
Dennis Cuccinelli, LACP began his with New England Financial (NEF) where he was a conference qualifier for numerous years as a producer, Business Specialist, Brokerage Manager, and DI Specialist. He participated on three producer/home office joint committees. Currently, he is a self-employed employee benefits consultant. He has managed the employee benefits division of general agencies associated with New England Financial and PennMutual.
He is the author of a whitepaper that helps employers consider non-traditional approaches to providing health insurance to their employees which includes methods the employer, employer, and brokers can use to drive down the cost of health insurance.
Cuccinelli uses his knowledge and experience working within the employee benefits industry to help consumers, insurance producers, and employers better understand the health insurance products they utilize for themselves, sell to their clients, and offer their employees.
He is the former Chairperson of the New Jersey Department of Banking and Insurance Commissioner’s Producer Advisory Board.
Cuccinelli is a member of the National Association of Insurance and Financial (NAIFA) Board of Trustees. His primary responsibility is heading up new membership recruitment for NAIFA.
Cuccinelli is a past-president of NAIFA-NJ. He has served on NAIFA’s Government Relations Committee, APIC Committee, and IFAPAC Committee.
He was a member of the 20/20 Task Force Working Group 1 and chairperson of Working Group B during NAIFA’s QME process.
He has promoted increased responsibility amongst insurance producers in New Jersey via changes in the New Jersey Insurance Regulations and is the catalyst of a bill that became law in 2011. He has testified before the New Jersey Assembly Banking and Insurance Committee in support of stronger producer compliance regulations.
He has testified on behalf of NAIFA members and their clients before the NJ Bureau of Securities multiple times.
Cuccinelli received the Life and Health Insurance Foundation for Education’s realLIFEstories Award which was published in Newsweek Magazine. He is the recipient of the Central Jersey Association of Insurance and Financial Advisors’ Life Underwriter of the Year award and the New Jersey Association of Insurance and Financial Advisors Underwriter of the Year Award.
He is a recipient of New England Financials' Edward E. Phillips Outstanding Citizenship Award and a similar award from MetLife.
Cuccinelli is an avid SCUBA diver and has coached pee-wee to high school football.
Jesse Gerard Dogillo, CFP®, CLU®, ChFC®, AEP®, founder of Bay Area Financial Advisers, provides private client financial, wealth and estate planning consulting and counseling to individuals and small business owners. Securities transactions are through McClurg Capital Corp – members FINRA/SIPC. He has over 35 years’ experience in the financial services industry.
The son of a US Army veteran, Jesse also works to promote financial literacy to our US military service members and their families by providing unbiased, solution- focused, personal financial counseling, education and readiness services.
In 2020, Jesse was reappointed by the California Insurance Commissioner to an additional three-year term to serve in his administration as a member of the Curriculum Board. In 2023, he was elected Chairperson. The board oversees the development of education for agents, brokers, and those seeking professional designations. The board also develops standards for providers and instructors of pre-licensing and continuing education courses, programs, and seminars. He also enjoys teaching, and was an instructor at UC Santa Cruz, Silicon Valley Campus, in their Certificate Program in Personal Financial Planning.
Jesse has extensive industry leadership experience which include The Society of Financial Service Professionals (FSP), where he served as the 95th national board president (2023-2024). In 2024, the organization merged with the National Association of Insurance and Financial Advisors (NAIFA), Jesse is currently serving as national trustee (2024-2027). The Santa Clara County Estate Planning Council as past president, and AAIFPA Nor Cal, as past national board member.
Jesse’s hobbies include sabre fencing where he was the California state champion and silver medalist in the national Vet-40 division, sailing on the San Francisco Bay and ocean, golf, and bocce ball – 3-time club team champion.
R. Jan Pinney, CLU, ChFC, CPCU is founder and president of Pinney Insurance Center, Inc., a national life insurance Brokerage General Agency operating in all 50 states.
Pinney is Past President of NAIFA – California and NAIFA – Sacramento. A Life and Qualifying Member of MDRT, he has qualified for Top of the Table for over 20 years. Pinney is also Past President of the Life Insurance Direct Marketing Association (LIDMA) and was a Board Member of Life Happens. He received the NAIFA – California Distinguished Service Award in 2011, the LIDMA Vision Award in 2021 and was recognized for his lifetime contributions to IFAPAC in 2023.
John D. Richardson, RICP®, LACP, has been providing sound financial advice for his clients since 2005. Richardson uses these specializations to advise his clients on a variety of financial matters including retirement planning, investment planning, and risk management.
Richardson has served in several leadership roles for NAIFA at the local, state, and national levels, including: 2012 President of NAIFA-Nashville; 2019 State President of NAIFA-Tennessee; three-time moderator of NAIFA’s premier professional and personal development course, Leadership in Life Institute (LILI); volunteer lobbyist who frequently meets with elected state and federal legislators at the state level and twice a year in Washington D.C., 2020 and 2025 NAIFA Strategic Planning Committees; and 2020-2023 NAIFA Governance Committee.
In 2018, Richardson was the recipient of the NAIFA Young Advisors Team (YAT) Leader of the Year award which recognizes the top financial professional in the nation, based on service to his clients, his community, and his fellow financial professionals. In 2023, he was the recipient of the NAIFA Presidential Citation award* which recognizes the top volunteer leader in the nation who has shown extraordinary dedication to NAIFA and performed services to the association above and beyond expectations.
In 2022, Richardson was elected to a four-year term of office as the State Executive Committeeman for Senate District 21 (Nashville, TN) with the Tennessee Republican Party. In this role, his responsibilities include recruiting successful people in the private sector to run for political office, providing support for their campaigns, and attending quarterly Tennessee GOP state committee meetings.
In 2024, John represented Tennessee Republican voters as an alternate delegate at the 2024 Republican National Convention in Milwaukee, WI and was elected to serve as an alternate elector for Tennessee’s 5th U.S. Congressional District for the 2024 Presidential Election’s electoral college.
John, his wife Kelly, and their fun-loving rescue dog Piper live in Brentwood, TN. For fun, John and Kelly aka “Team Jolly” enjoy traveling and spending quality time with friends and family. John’s hobbies include playing tabletop strategy board games, attending live comedy events, and taking fun selfie photos with new friends.
As the Assistant Vice President of Advanced Strategies at Sammons Financial Group, Andrew leads a group of highly skilled and credentialed individuals. The team provides a single source of contact for advisors to successfully position their clients complex and challenging wealth management cases.
The team’s proficiency includes the full spectrum of advanced planning resources coupled with thought leader expertise in advanced business, estate and retirement planning. His own expertise includes wealth preservation, estate planning, business planning and executive benefits. He consults with insurance professionals and client’s tax advisors when appropriate to facilitate sales opportunities.
Andrew is a frequent speaker and has authored articles in Life Insurance Selling, Senior Market Advisor, National Underwriter, AALU and Journal of Financial Service Professionals. His speaking experience includes Forum 400, Clinic for Advanced Professionals, AALU and LIMRA Advanced Sales Forum. He also is an Associate Editor for the Journal of Financial Service Professionals.
Prior to joining SFG, Andrew was the VP of Advanced Solutions & Design at Ameritas. He also held roles at MetLife, Principal Financial Group and Mutual of Omaha where he specialized in business and estate planning.
Andrew obtained his B.S. from Midland University and received honors as an Academic and Athletic All-American. He was inducted into the NAIA Athletic Hall of Fame in May of 2007.
He obtained his Juris Doctorate(JD) from Drake University Law School in Des Moines, Iowa, where he was a member of the Dean’s List. After passing the Iowa Bar exam, Andrew served as an Assistant County Attorney and Iowa Assistant Attorney General before beginning his career in Advanced Markets. He has also served as the Chapter President of the Des Moines Society of Financial Service Professionals and the President Elect of the National Board for the Society of Financial Service Professionals.
Professional designations and licenses: JD, CFP, CLU, ChFC, Series 6, 7, 66, 26, 63.
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