Juli Y. McNeely, CFP, CLU, is a 13-year MDRT member with three Court of the Table honors. McNeely, from Spencer, Wisconsin, owns and operates McNeely Financial Services, an independent agency founded by her father. She is affiliated with the National Association of Insurance and Financial Advisors (NAIFA) and is a National NAIFA past president. In 2013, McNeely was named one of the "Top 20 Women You Need to Know" by LifeHealthPro.