Eryka Morehead is a mom of 4, wife, CEO, founder, advisor, broker, consultant, and speaker.  In 2007 she entered the insurance industry and quickly found her niche working alongside other professional advisors. In 2016, she founded Collaborative Planning Group, Inc., partnering with wealth advisors, CPAs, and attorneys to serve as their firm’s insurance specialty department.  Specializing in life, disability, and long-term care insurance, the firm can assist with the structure, design, and implementation of new insurance solutions in addition to inforce policy reviews.  CPG designs objective and independent solutions tailored to meet the specific needs of a client’s estate and financial plan, placing products with a purpose.  

Eryka is a member of NAIFA, IDIS and FINSECA.  She serves on the board of the Omaha Estate Planning Council, the Methodist Hospital Professional Advisory Committee, the FFR Advisory Council and the Chartered Advisor of Philanthropy Recruitment Committee.  She holds the CAP, RICP, LACP & CLTC designations.

She frequently speaks on a variety of insurance related topics. Past engagements include the Omaha Estate Planning Council, International Disability Insurance Society Annual Meeting, Governor’s Ag Conference in Nebraska, AG-ceptional Women’s Conference, Young Farmers and Ranchers Conference, Nebraska Chapter of NAIFA’s Annual Meeting, FSP, Iowa’s Estate Planning Council, FPA, the eMoney Summit along with being a guest speaker on several podcasts.

Toss in a little humor, a color-coded Outlook calendar and a dash of Type A personality and you’ve found her personal recipe for success.

Bobby Fenby currently serves as a Regional Marketing Director with the Penn Mutual Midwest Region. Representing the largest sales territory in the company, Bobby provides local expertise, product knowledge and superior service to a network of experienced independent financial professionals. He is well versed in underwriting, new business, case design, compensation and contracting – and through his efforts, Bobby has become proficient in navigating the mutual life insurance industry. 
 
Bobby joined Penn Mutual in 2011 and has built a successful career ever since. He was a top sales leader in 2022 and over the past five years has consistently been awarded for his outstanding sales performance. 
 
Bobby holds his FINRA Series 7 and 66 licenses. He is an Investment Advisor Representative with Horner, Townsend and Kent. 
 
Bobby lives in Inverness, IL with his wife Bethany and three kids: Teddy (7), Tommy (5) and Ty (1). He is an avid golfer and enjoys coaching his sons in baseball and basketball. 

Warren McGuire is a Managing Director and President of NFP Insurance Solutions, one of the premier and largest wealth transfer consulting and planning firms in the country. In this role, he works with families of multigenerational wealth, business owners, and high net-worth individuals, advising them on creative insurance strategies for asset accumulation and wealth preservation. In addition, Warren works closely with strategic partnerships at RIA’s/Wealth Managers, CPA’s and Attorneys to bring the best in class solutions to their clients. Prior to NFP, while at AXA, Warren started Blue Cove Capital, a boutique wealth management practice with two other partners. He eventually grew it to a team of nine advisors, before selling his stake to move to NFP.  

Warren was recognized as one of the top security professionals in the country by Forbes and has been nominated for numerous company and industry awards. Warren earned his Certified Retirement Planner degree from the executive program at the Wharton School of Business as well as his Chartered Financial Consultant (CHFC) Designation from the American College.  

Originally from Pittsburgh, Warren moved to Chicago after living in New York City for 7 years. Warren and his wife Molly have two children. He enjoys running, skiing, golf and reading. 

Warren holds degrees in both Finance and Economics from Villanova University. 

Howard Sharfman, Founder and CEO of FinFit Life and Senior Managing Director of NFP Insurance Solutions, has been recognized as an innovative leader in the insurance business for over two decades. Most recently, Howard was named number 29 on Forbes’s 2021 Top Financial Security Professionals.

At FinFit Life, he manages one of the fastest-growing and most innovative insurance distribution platforms in the country while at NFP Insurance Solutions he manages one of the premier and largest wealth transfer consulting and planning firms in the country.