Jennifer A. Borislow, CLU, is the founder and CEO of Borislow Insurance, a leading provider of innovative health and well-being benefits solutions that serves more than 300 businesses. She served as the 2012 President of MDRT and continues to be actively involved, especially as a speaker at MDRT events. Borislow is the author or co-author of five books as well as a participant on several insurance company advisory boards.
Ian Green, Dip PFS, was the 2021 MDRT President and 2017 Top of the Table Global Council Member and Advisory Board Chair. He runs a family-owned financial planning firm and, as an advocate of the Whole Person concept, attributes much of his success to what he learns from MDRT.
Juli Y. McNeely, CFP, CLU, grew up in the financial services profession, watching her mother and father serve clients. She currently is an owner at Financial Clarity by Design, an independent firm founded by her father, while also growing her personal coaching practice, Juli McNeely Consulting LLC. She became NAIFA’s first female president in 2014 and was awarded the WIFS Woman of the Year award in 2015. In 2016, McNeely released “No Necktie Needed: A Woman’s Guide to Success in Financial Services.”
William J. Rossi, CFP, ChFC, is a partner at Koss Olinger, where he began his financial services career in 1997 after earning a Bachelor of Science degree in finance and economics from the University of Florida. He is a member of Koss Olinger’s Investment Advisory Committee, and his areas of expertise include investment management, estate planning and creating income distribution strategies during retirement. Rossi is a Past Chair of Top of the Table, has spoken at various industry conferences and is active within his community.