ESI is thrilled to unveil our Elite Symposium Qualifiers.
Congratulations are in order for our Elite Symposium qualifiers—a group that continues to raise the bar for performance across our firm.
This year, we’re celebrating an extraordinary milestone:
Seven ESI financial professionals surpassed the $1 million GDC mark in 2025.
A special congratulations to Steve Simon, who set a new firm record with the highest GDC achieved by any advisor in ESI’s history.
Hats off to the other six seven-figure mark advisors:
-
Bob McIntosh
-
Patrick Stephens
-
Mike Castillo
-
W.M. Nzambi
-
Paul Sortino
-
Tyler Degeneffe
What’s more, a record total of 20 closed 2025 with over $750,000 in total production, giving us no shortage of reasons to applaud the success that so many of you accomplished over the past 12 months.
Please join us in honoring the following individuals as they celebrate their outstanding year.
Individual Qualifiers:
- Steve Simon*
- Bob McIntosh*
- Patrick Stephens*
- Mike Castillo*
- W.M. Nzambi*
- Paul Sortino*
- Tyler Degeneffe*
- Chuck Creighton**
- Nico Riverso**
- Gary Liskow**
- Billy D’Angelo**
- James Muro**
- David Critelli**
- Jeffrey Friedrich**
- Travis Ramsdell**
- Mark Vosk**
- Justin Paine**
- Dan Wolodkiewicz**
- Dan Streeter**
- Jay Maffe**
- Edward Degeneffe
- Rich Kelly
- Dom Citera
- Alan Fishman
- Don Reutemann
- Conor Boyd – GA/Individual Qualifier
- Tim Dunneback
- Scott Levin
- Scott Maitland
- Spencer Bateman
- Sam Maruca
- Jerry Pasichow
- Chris Huchro
- Michelle Lawrence
- Marty Olson
- Wei Li
- Bert Livingston
- Whitley Mott
- Matt Walker
- Jeff McAteer
- Don Bruce
- Maria Conlon
- Jason Goncz
- Michael Creighton
- Randy Raner – GA/Agency Qualifier
- Joe Tavernite – GA/Agency Qualifier
- Ryan Moratti – GA/Agency Qualifier
- Mike Marino – GA/Agency Qualifier
- Peter Truong – GA/Agency Qualifier
- Dave Jacowitz – GA/Agency Qualifier
* Million Dollars or more of total production!
**$750,000 or more of total production!
Team Qualifiers:
- Brandon Larsen
- Jim Handy
- Rachel Cecere
- Peter Mackenzie Jr.
- Charles Reutemann
- Kyle Voiland
- Mike Kelen
- Alex Wolodkiewicz
Top 5 Reps with YOY Growth in Total Production:
- Mark Jacoby
- Nicholas Marchelos
- Jo Ann Thibault
- Marc Alessandro
- Christopher Hall
Top 5 Advisors for Advisory Sales
- Cale Morin
- Cory Cook
- Neal Regino
- Joseph Scotti
- Chirag Savalia/Korbin Wayton (Tie)
Top MD Recruiters:
- Gary McMahon
- Daniel Evans
Elite Symposium is ESI’s highest recognition for performance—and in 2026, qualifiers will come together in San Diego for an experience focused on connection, insight, and momentum.
Click here to watch the video!
Well earned—and well deserved.
Massachusetts production is not counted towards production requirements.
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