Our mission
To be a valued, member-driven, international network of leading insurance and investment financial services professionals/advisors who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.
MDRT 100th Anniversary
For nearly 100 years, MDRT has been instrumental in helping financial services professionals be grounded in ethics, driven by innovation and committed to client service excellence.
MDRT Family of Brands
No matter where you are in your career or where you want to go next, the MDRT Family of Brands is for you. For up-and-coming advisors, we have the MDRT Academy. For field and home office leaders, we have the MDRT Center for Field Leadership. And for top performers across the profession, we have MDRT.
MDRT Academy
The MDRT Academy is an association for financial professionals who want next-level knowledge as they strive to reach MDRT-level production.
2027 Executive Committee
MDRT is governed by a five-member Executive Committee duly elected each year by the MDRT membership.
Clay Gillespie, CFP, CLU
President
Clay Gillespie, CFP, CLU, is the 2027 President of MDRT. He is a 25-year MDRT member with 23 Court of the Table and 22 Top of the Table qualifications. Gillespie has served in multiple roles on the MDRT Executive Committee since 2024. An Excalibur Knight of the MDRT Foundation, Gillespie served as Global Council Member of MDRT’s Finance Division in 2023 and as Top of the Table Global Council Member and Advisory Board Chair in 2019. He is a financial advisor, portfolio manager and managing director with RGF Integrated Wealth Management.
John F. Nichols, MSM, CLU
Immediate Past President
John F. Nichols, MSM, CLU, is the 2027 Immediate Past President of MDRT. He is a 26-year MDRT member with 21 Court of the Table and 19 Top of the Table qualifications. Nichols has served in multiple roles on the MDRT Executive Committee since 2023. He was the Global Council Member of MDRT’s Membership Division in 2020 and Chair of its Bylaws and Ethics Committee in 2019. In 2022, he served as President of the MDRT Foundation, for which he is a Royal Order Excalibur Knight and a member of its Inner Circle Society. Nichols is the founder of Nichols Consulting LLC, a disability insurance benefits practice.
Aurora L. Tancock, CFP, FLMI
First Vice President
Aurora L. Tancock, CFP, FLMI, is the 2027 First Vice President of MDRT. She is a 25-year MDRT member with 15 Court of the Table and six Top of the Table qualifications. Tancock served as Chair of the Focus Sessions Committee for the 2023 MDRT Global Conference and as Global Council Member for MDRT’s Finance Division in 2020. She also has served on the Board of Trustees of the MDRT Foundation, for which she is a Platinum Knight and a member of its Inner Circle Society. Tancock is the founder of Luminaris Wealth Planning.
Simon D. Lister, Dip PFS
Second Vice President
Simon D. Lister, Dip PFS, is the 2027 Second Vice President of MDRT. He is a 19-year MDRT member with 19 Court of the Table and 16 Top of the Table qualifications. Lister served as Global Council Member of the 2025 MDRT Annual Meeting Program Development Division. He previously served as Chair of the Main Platform Committee for the 2024 MDRT Annual Meeting and as Global Council Member and Advisory Board Chair of the Top of the Table Division in 2021. He also is a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. Lister is an independent financial planner and managing director with ML Financial Associates.
Brad J. Myers, ChFC
Secretary
Brad J. Myers, ChFC, is the 2027 Secretary of MDRT. He is a 24-year MDRT member with 15 Court of the Table and six Top of the Table qualifications. In 2026, Myers served as Chair of the Court of the Table Committee. He previously served as Global Council Member for Member Resources Best Practices Division 2 in 2024 and as Divisional Vice President of Program General Arrangements for the 2022 MDRT Annual Meeting. He also is a Platinum Knight of the MDRT Foundation and previously served on its Board of Trustees. Myers is the owner of Pepperwood Financial.
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