Pathway Guest Speakers

Extraordinary agents and advisors TO Share their pathway to success

Meet our Million Dollar Round Table panelist

Special Guest / Moderator 

Bryon Holz

CLU, ChFC, LUTCF, CASL, LACP,
Bryon has been helping clients since 1983 and is the President of Holz & Associates. Not only does he continually qualify for MDRT, he is an avid NAIFA supporting, reaching the highest level of President NAIFA National in 2023.

Stephen Kagawa

LUTCF, FSS
Stephen is the founder and CEO of The Pacific Bridge Companies, a wealth management organization that is focused on helping global financial navigation become a reality, advisor to advisor from across the financial spectrum.

Maryam Rasouli

Life and Annuity Expert 
Maryam is the founder and Manager or Rasouli Insurance Services. In 16 short years, she built a solid agency and has qualified as "Top of the Table" qualifier. She gives back with events for City of Hope and WeSpark Cancer Center.

R.J. Kelly

CLU, ChFC, IAR, CAP, RICP +
R. J. is the Founder of the Wealth Legacy Group®, Inc. in San Diego, California. With clients in twenty-one states and counting, WLG, Inc. specializes in tending to the many  entrepreneurs, professionals, and their families.