Tim Boyle began his career in the financial services profession as an insurance telemarketer for Allstate Financial at the age of 15. Working there throughout high school and college, Boyle held various roles and was promoted to his first management position by age 19. After graduating from the University of Alabama, he opened a successful, independent insurance agency in Charlotte, North Carolina, USA, before joining AAA Northeast at 23 where he created their Life Insurance Career Distribution Channel. Currently, Boyle is the Vice president of Advisor Growth and Development for THG Financial where he is responsible for a team of 25 advisors throughout New England.

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Fabian Weng Tuck Chan, ChFC/S, B.ENG, is a director at Great Eastern Life Assurance Company Ltd. and has more than 15 years of experience in holistic, needs-based wealth planning. Chan believes in building meaningful and lifelong relationships based on empathy, trust and integrity with his clients and their loved ones. As a mentor to 40-plus financial advisors, he takes pride in cultivating the next generation of advisors and redefining the misconceptions about financial planning to touch as many lives as possible.

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Joyce Chan joined the financial services profession because of her passion to preemptively help people plan their financial futures. She founded Life Inspired Team, an agency that attracts the next generation of agents who believe the foundation of the business is to provide value first. With a specialty in holistic planning, she and her team have a knack for using personal branding and storytelling to enhance the client experience. During the past six years, Chan has achieved many accolades, including Rookie Agent of the Year and Digital Insurance Agent of the Year in Asia.

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Angela Daniela Malagón Beaven, FSCP, CLI, graduated from the Instituto Tecnológico de Estudios Superiores de Monterrey with a bachelor’s degree in business administration. In 2003, after working for several private companies, she co-founded Patrimonia Seguros, where she enjoys interacting with her agents and helping to make their lives better.

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Regina Bedoya, CLU, ChFC, es presidenta de RB Financial Services, empresa de consultoría financiera especializada en planeación de la jubilación y seguros. Fue presidenta de MDRT en 2020 y es caballero platino de la Fundación MDRT y miembro de su Sociedad Inner Circle. El voluntariado de Bedoya dentro de MDRT también incluye una amplia labor en comités, así como su participación como oradora en Reuniones Anuales y conferencias internacionales del sector. Ha sido galardonada con el premio Irvin Konter y la medalla American Free Enterprise Companion, y en dos ocasiones ha sido nombrada Asesora del año de Prudential Palm Beach.

Tony Gordon es uno de los asesores más exitosos y conocidos de la profesión de servicios financieros. Como presidente anterior de MDRT, y con más de 50 años de experiencia en el negocio, Gordon aplica sus amplios conocimientos para guiar a otros asesores y compartir sus ideas y entusiasmo con audiencias de todo el mundo.  

En 2006, Thian Lung Jong se unió a AIA y en 2008 fue promovido a gerente de unidad. Es autor de “Simplicity”, coautor de “The Mindset Playbook” y de “Malaysia Big Deals”, y ha recibido varios premios a lo largo de los años por sus logros. Jong ha participado activamente como miembro voluntario de MDRT, desempeñando diversas funciones en el comité de arreglos generales de programación, como embajador mundial de MDRT y para la Fundación MDRT. Asimismo, ha participado en varias ponencias para MDRT, en conferencias para gerentes de agencia, así como para otras organizaciones de servicios financieros.  

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Steve Backley se consagró como uno de los mejores atletas de todos los tiempos en su deporte, convirtiéndose en el lanzador de jabalina número 1 del mundo tras batir tres veces el récord mundial. A pesar de los duros reveses que sufrió durante su carrera, Backley participó en el equipo nacional británico de atletismo durante más de 15 años, es el único atleta británico de pista y campo que ha ganado medallas en tres diferentes Juegos Olímpicos y, en 1990, fue coronado como Atleta mundial del año.

Roger Black es un exatleta conocido por haber ganado 15 medallas en importantes campeonatos de carreras de relevos de 400 y 4x400 metros, incluidas medallas de oro en campeonatos europeos, de la Mancomunidad y mundiales. Black compitió a nivel internacional para Gran Bretaña e Inglaterra, superando muchos obstáculos durante su exitosa carrera deportiva.

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Ian Green, Dip PFS, fue presidente de MDRT en 2021, miembro de Top of the Table, consejero global y director del consejo consultivo. Dirige una empresa independiente de planeación financiera en Londres y, como defensor del concepto de persona íntegra, le atribuye gran parte de su éxito a lo que aprende de MDRT.

Tim Grover es un destacado orador y consultor internacional que enseña a líderes de negocios, atletas y triunfadores de élite de diversos sectores los principios de la ambición implacable, el desempeño orientado a resultados y la fortaleza mental. Grover es autor del bestseller nacional “Relentless: From Good to Great to Unstoppable” y creador de la plataforma digital de capacitación The Relentless System. Columnista principal de Sports Illustrated y Yahoo, Grover también ha aparecido en medios de comunicación como ESPN y Fox Sports, y fue nombrado uno de los 50 oradores más destacados del mundo por Real Leaders en 2022.

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Natalie Hales es una estratega de marca que ayuda a asesores financieros en EUA y Canadá a establecer su experiencia, construir su marca y conectar con sus clientes ideales. Con más de una década de práctica en marketing financiero, la experiencia única de Hales se perfeccionó a través de su trabajo con empresas de renombre como Canada Life. Conmovida personalmente por el impacto transformador de la orientación financiera, Hales se dedica a amplificar el potencial de los asesores y posicionarlos como expertos inigualables para su público objetivo.

Akkachai Chatchawalsakul has found success as a financial advisor by explaining to clients the immeasurable value proper financial planning can have on their life.


Donnapa Jitsopananont began her career in financial services in 2012. With 90% of her clients resulting from referrals, she is passionate about taking care of and building strong relationships with her clients.
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Pichandech Kemped believes that knowledge is power only when you know how to apply it. As a speaker on financial matters, Kemped enjoys sharing the knowledge he has gained so others will find success as well.
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Eakasak Narksakul began working as an insurance agent in 2000 and has never looked back since. He received the Thailand National Quality Award for eight consecutive years from the Thai Life Assurance Association and has spoken at various MDRT events over the years.

Natchanan Nanthapongpokin has won the Prime Minister’s Insurance Agent Award 15 years in a row as well as the Thailand National Quality Award for more than 20 years

Ratthanan Nanthapongpokin believes in the power of mentoring and has dedicated the past 20 years to helping 10 advisors each year reach MDRT.

Ross Bernstein, the bestselling author of nearly 50 sports books, is a peak-performance business speaker who consistently speaks at more than 120 live events per year — many of which are in the financial services and insurance space. A proud member of the Speaker Hall of Fame, he has keynoted conferences on all seven continents, and his books have been featured on CNN, CBS Mornings, MSNBC, Bloomberg, Fox News and ESPN, as well as in The Wall Street Journal, New York Times, USA Today and Sports Illustrated.

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Alessandro M. Forte, FCII, CFP, is one of the world’s top financial advisors — by production, qualification, and compliance standards. He has spoken in 88 countries, is the author of the international bestseller “Dare to be Different,” which is published in eight languages, and has helped raise more than USD 24 [VL1] million for numerous charities.

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Peetitorn Chapradit has been a financial services advisor at AIA Co. Ltd. since 2012. He attended Rajamangala University of Technology Isan and has received many accolades for his accomplishments, such as being named national outstanding quality agent, premier agent and premier agent superstar.
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Pichandech Kemped believes that knowledge is power only when you know how to apply it. As a speaker on financial matters, Kemped enjoys sharing the knowledge he has gained so others will find success as well.

Kathleen R. Benjamin, CFP, CPA, recently stepped down from her role of chief integration officer at The Pacific Bridge Companies, where she was part of the leadership team. Benjamin is currently the President of her own consulting company which specializes in providing financial advisory firms with strategic financial and operational advice to strengthen their overall practice management.
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David C. Blake is the founder and president of InsMed Insurance Agency Inc., an independent insurance company that specializes in creating voluntary benefit offerings for health care organizations across the U.S. Since it was established more than 30 years ago, Blake has sold more than 20,000 individual disability insurance policies to health care professionals. He credits his success to having staff members who not only exude a sense of pride in and ownership of their responsibilities but also possess a caring and sharing attitude toward their peers and clients.

Ted Rusinoff, from Stow, Ohio, USA, serves as managing partner at Wealth Design Partners and Hall-Green Agency, where he leads advisors and agents to better ways of meeting the needs of their clients. Rusinoff has spoken at the Advanced Association of Life Underwriters, The School of Life and The Best Practices Symposium as well as at many MDRT events. He served as the 2019 MDRT Foundation President and is an Excalibur Knight of the MDRT Foundation.

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Cheng Huann Yeoh, ChFC, CLU, has been in the financial services profession since 2010. He focuses on helping his clients, who are mostly professionals, civic service personnel and businessowners, plan for their retirement and family needs. He is an active MDRT member volunteer, currently serving as Global Council Member of Member Resources Best Practices Division 3, and is also on the MDRT Foundation’s Board of Trustees.He has spoken ency management.

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Carla Brown, FPFS, is the founder and managing director of Oakmere Wealth Management Ltd., a growing practice on the outskirts of Chester, England, UK. In 2021, she won the “Chartered Financial Planner of the Year” award and was highly commended as “Role Model of the Year” at the Women in Finance Awards. Brown embraces client-centered financial planning and believes true wealth is about more than just money.
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Asvin Chauhan, MIFP, Dip FA, has been in the financial services profession for 33 years and has spoken globally, assisting fellow advisors to better understand the business, increase their production levels and raise their standards to create successful client outcomes. Chauhan is an active MDRT member, having served on a variety of committees, and is an MDRT Foundation Diamond Knight.


Adrian George, CFP, TEP, has more than 30 years of experience in the financial services profession. His practice focuses exclusively on the unique challenges and opportunities of incorporated medical professionals. Through careful articulation, George is able to prospect effectively, making it much easier for colleagues of his clients — and their centers of influence — to make prequalified introductions.

Timothy Daniel Clairmont, MSFS, founded Clear Financial Partners Inc., a holistic planning business in Portland, Oregon, USA, that provides retirement income planning strategies to pre-retirees and the recently retired. He created the globally available, free education app for advisors and clients, and is also a bestselling author and inspirational public speaker.
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Panos Leledakis, LUTCF, has been in the financial services profession for more than 20 years and is considered a pioneer in his field. An expert in millennials, digital transformation, internet marketing strategy and new technology, Leledakis invented two innovative programs for insurance need analysis that use the science of risk management, AI and extensive neuroscience research on risk perception. He served as president of the Panhellenic Association of Insurance Consultants from 2015 to 2019 and, in 2020, was honored with the esteemed “Top 25 InsurTech CEOs of 2020” global award.

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Paresh B. Shah, CFP, has been a wealth strategist for the past 24 years, helping individuals and businesses across the U.S. create innovative financial strategies that protect for today and tomorrow. He specializes in pension and profit-sharing, asset protection, estate planning and business succession planning. His professionalism and community service have kept him active in the U.S. and India.

Regina Bedoya, CLU, ChFC, is president of RB Financial Services, a financial consulting firm specializing in retirement and insurance planning. She served as the 2020 MDRT President and is a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. Bedoya’s volunteerism within MDRT also includes extensive committee work as well as speaking at Annual Meetings and international industry conferences. She has received the Irvin Konter Award and the American Free Enterprise Companion Medal and was named Prudential Palm Beach’s Agent of the Year twice.

Jennifer P. Mann, MBA, CFP, has been with Lenox Advisors since 2012 and serves as a vice president at the Chicago office. She primarily works with high-net-worth families and executives to develop integrated solutions in the areas of estate planning, retirement planning, insurance planning, wealth management, college funding and employee benefits. Prior to joining Lenox Advisors, Mann had nine years of industry experience at Eagle Strategies LLC.


Ana Sofía Rodríguez, MBA, is an associate director of Grupo Inversiones en Seguros and represents the second generation in the brokerage firm, which was founded by her parents more than 40 years ago. Rodriguez sees herself as a protector of dreams: those of her family, her friends and her clients. Through insurance, she provides the necessary tools to safeguard clients' assets. She was president of Club Kiwanis Las Perlas, a nonprofit association made up entirely of professional women, and has been an active MDRT member volunteer, serving as a director, committee member and speaker at several MDRT Annual Meetings. Rodriguez often gives presentations at seminars on topics such as personal image, brand promotion, digital marketing and asset protection.

Katy Baxter, Dip PFS, has worked in the financial services sector for more than 30 years, running family business advisory firms and a wills and trusts business. She has developed a passion for interacting with clients and their families, helping them navigate estate planning challenges. Baxter has also benefited personally and professionally over the years by being involved with several MDRT committees and continues to enjoy supporting Top of the Table committee endeavors.
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Catherine Gough, FPFS, is the managing director of Kingsland Wealth Management Ltd. in Shrewsbury, England, UK. She has worked in financial services since 1995 and transitioned to advisor in 2002, providing independent financial planning advice to help clients achieve their goals based on what is most important to them.

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Chin Ti Chien has been in the financial services profession for 14 years, including seven years of team management experience.

Yi-Jean Lin, CIAM, FChFP, has 27 years of experience in the financial services profession, is a strong supporter of the MDRT Mentoring Program and enjoys providing financial advice to the older generation of clients.

Wang Lu has an extensive MDRT member volunteer history, including speaking multiple times at the Annual Meeting and Global Conference; serving as Local Chair, Area Chair and Zone Chair for the Membership Communications Division; and participating in the Program General Arrangements Division for the Annual Meeting, Global Conference and Experience meetings.

Li Zeng has been in the financial industry for 8 years. She leads a team helping clients achieve the quality of life passionately and brings many families with inspiring prospects. Her conviction and dedication grow each day amid the challenges and impact in her services . She volunteers extensively within MDRT and in Canada such as FAS and Book Club.

David Batchelor, Dip PFS, CFP, is the founder of Wills & Trusts Wealth Management, a multidisciplinary practice of financial advisors, accountants and lawyers that focuses on estate planning and investment management. He is a senior U.K. coach for Strategic Coach Inc. and also founder of Trust DFM, an investment management firm that manages the investments for many financial advisors in the U.K.

Simon John Gibson, Dip PFS, is an internationally recognized speaker who has presented at many conferences for MDRT and others. He began advising clients at 18 and now operates a successful financial services business in the U.K.

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D. Kyle Atkins, CLU, CFP, has more than 39 years of experience in the financial services profession and is an active member of numerous national and local professional organizations, such as Strategic Coach, the Spartanburg Rotary Club and NAIFA.

Caroline A. Banks, FPFS, served as MDRT President in 2015. The managing director of one of the first firms in the U.K. to be recognized with the prestigious Chartered Financial Planning designation, Banks specializes in holistic financial planning and is an affiliate of the worldwide Society of Trust and Estate Practitioners (STEP).

Mark J. Hanna, CLU, ChFC, served as MDRT President in 2017 and as Chair of Top of the Table in 2007. He is a Royal Order Excalibur Knight of the MDRT Foundation and a member of its Inner Circle Society.

Ross Vanderwolf, CFP, of Brisbane, Queensland, Australia, served as MDRT President in 2019. A Platinum Knight of the MDRT Foundation, he is also a member of its Inner Circle Society and has served on its Board of Trustees. Vanderwolf is managing director of Rothgard Financial Partners, a full-service financial planning practice. Over the course of his MDRT membership, Vanderwolf has served on numerous committees. He has been recognized as one of Australia’s Most Trusted Financial Advisers, since this designation’s inception in 2014.

Vanina Paola Cruz es directora comercial de su compañía, que está conformada por 180 asesores financieros. Ha trabajado en el ámbito de las finanzas personales durante más de 25 años como empleada para diferentes compañías y de forma independiente.

Caio Henrique Guidugli Cunha es asesor financiero desde 2007. Es miembro activo y voluntario de MDRT, y se ha desempeñado como director regional para Latinoamérica y el Caribe, así como director nacional para Brasil. En 2012, Guidugli Cunha fue autor de una publicación sobre planeación económica familiar que exploraba la conducta de las familias e identificaba sus necesidades financieras generales a lo largo de la vida.

Dulce María Zamora Dávila es asesora regional y nacional en Seguros Monterrey New York Life. Asimismo, es consultora de imagen para oradores profesionales y  ha trabajado en Procter & Gamble, Banco Compartamos y Coca-Cola FEMSA.

Mariant Carolina Navarro Protzel es ingeniera industrial de Venezuela y tiene una maestría en optimización de procesos de manufactura. Le apasiona ayudar a sus clientes a mejorar sus finanzas y asegurar un futuro financiero estable.

Samir Chaman Sabag Sr., CLI, FPC, es socio fundador de Lopezychaman, una agencia de asesoría de seguros que presta servicios financieros a sus clientes desde 2007. Tiene una maestría en seguros, es moderador del curso de certificación en seguros de vida del American College, y ha presentado más de 50 ponencias ante diversos promotores y agencias en todo el país y es miembro y voluntario activo de MDRT.

Jazmín Eliana Vásquez ha sido comunicadora social y gerente de riesgos en importantes eventos económicos durante más de una década. Estudió en la EUschool en Madrid y asiste a la universidad Hoopis Performance Network. Vásquez ha ocupado el primer lugar en ventas de planes patrimoniales y familiares durante tres años, conservando al 100% de sus clientes en Colombia.

Arturo Viniegra Castellanos inició su carrera como asesor profesional de seguros en 2019 y ha recibido muchos reconocimientos gracias a su éxito. Asesora a más de 500 clientes sobre planeación financiera y es conductor del podcast “La Oveja sin Lana” (“The Sheep Without Wool”).

Víctor Hugo García Gutiérrez tiene más de nueve años de experiencia en la profesión de servicios financieros y atiende a más de 500 clientes. Es conductor del podcast “La Oveja sin Lana” y le apasiona promover la cultura financiera positiva en su país y en Latinoamérica.

Alejandro Hernández se graduó del Instituto Tecnológico Autónomo de México y durante los últimos ochos años ha trabajado para una agencia de investigación de mercado en México.

Yaravi Morales Díaz Ordaz, MBA, CLI, se graduó del Tecnológico de Monterrey en México y obtuvo su maestría en la IPADE Business School.

Álvaro Aldrete Morfin es el socio fundador y director ejecutivo de Aldrete & Asociados donde, junto con su equipo, asesora a más de 600 familias y compañías sobre planeación financiera.  Cuenta con una certificación del American College como especialista de servicios financieros y consejero para la promoción y venta de seguros de vida, además de que es considerado uno de los asesores de seguros más exitosos de México, al dividir su tiempo entre atender a los clientes, asistir a conferencias y promover sus libros.

Sergio Alberto Alejo Ortiz realizó su maestría en la IPADE Business School y tiene experiencia como especialista en marketing digital.

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Atthapong Lao-ananchai has been in the financial services profession for four years and has already established his own wealth firm, acquiring four franchises under his firm. He was the youngest advisor to be promoted to sales executive in Allianz Ayudhya Thailand and has received great recognition for his success in his country .

Pimlada Thanusakdumrong graduated from Burapha University with a bachelor's degree as a Japanese language major. She continued her studies at Yokohama International Education Academy in Japan for more than a year and a half. Ms. Thanusakdumrong, formerly a Japanese interpreter for Mitsubishi Electric’s Marketing Department, transitioned in 2010 to the financial services industry. Since 2012, she has focused her expertise on specialized marketing, adding to her skills in this field for over ten years.

Piyamon Wongthianchai began her financial services career eight years ago, following in her mother’s footsteps. She works with approximately 22 administrative agencies and 200 agents, 24 of whom are MDRT members — the highest number in Rayong Province.

Warika Chotiwit achieved success as a financial advisor by setting her sights on qualifying for MDRT membership. She began her career as an insurance advisor and gradually developed her marketing experience to expand her client base from the bottom up.

Piyawan Yamarat transitioned from being a full-time mother to a successful financial services advisor — consistently achieving Top of the Table membership since her first year in the business. She maintains a strong work ethic and enjoys sharing her secrets to continued success.

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John R. Benton Jr., ChFC, CLTC, is the founder of Chartered Financial Services, a financial planning and insurance practice that he leads with his wife and daughters in Warren, New Jersey, USA. He has served on numerous MDRT committees over the years and currently sits on the MDRT Foundation Board of Trustees.

Stephen Kagawa, FSS, LUTCF, is committed to helping financial advisors love the work they do. Born and raised in Honolulu, Hawaii, USA, Kagawa is the founder and CEO of The Pacific Bridge Companies, a comprehensive wealth management organization that is focused on global financial navigation as well as helping ethnic communities from Asia in the U.S. He is the bestselling author of “Aloha Financial Advising,” and regularly speaks on international consultative and wealth management principles around the world.

Ponlacha Rojlertjanya went from being a computer engineer to attaining MDRT-level production as a financial advisor and life insurance agent and has received accolades for his creation of an online market for sustainability.

Kanyarat Yommana has been in the financial services profession for 14 years, joining right after graduation. He has received recognition for his achievements, earning the Quality Manager Award from his company for nine consecutive years.