David C. Blake is the founder and president of an insurance enrollment firm that creates and supports voluntary benefit offerings for dozens of health care organizations and more than 20,000 healthcare professionals across the United States. Blake credits his success to having built a national network of affiliated producers who can provide local service to policyholders and to seek out educational resources that can provide constant and responsive support to his growing network while he focuses on his unique skill sets.David C. Blake is the founder and president of an insurance enrollment firm that creates and supports voluntary benefit offerings for dozens of health care organizations and more than 20,000 healthcare professionals across the United States. Blake credits his success to having built a national network of affiliated producers who can provide local service to policyholders and to seek out educational resources that can provide constant and responsive support to his growing network while he focuses on his unique skill sets.

Kyriakos Chatzistefanou, DMS, CMI, began his financial services career at MetLife in 1992. He holds degrees in junior accounting and management as well as a diploma from the Chartered Management Institute. Since 1999, he has been a member of the Alico and MetLife Training Academy, leveraging more than 25 years of experience in delivering seminars and lectures worldwide for his company and the insurance market. Chatzistefanou’s expertise spans the entire insurance sales cycle, offering comprehensive knowledge of every stage and aspect. He won the "G. Skaligou" morality award in 2007 and is an active MDRT member.

Christopher Stark, FICF, CLTC, has been a general agent with the Knights of Columbus for 12 years. He manages a large agency, with his 15 agents serving 17,000 clients. Stark is a founding member of the MDRT Center for Field Leadership and has earned a Culture of Excellence Award each year.

Jennifer A. Borislow, CLU, is the founder and CEO of Borislow Insurance, a leading provider of innovative health and well-being benefits solutions that serves more than 300 businesses. She served as the 2012 President of MDRT and continues to be actively involved, especially as a speaker at MDRT events. Borislow is the author or co-author of five books as well as a participant on several insurance company advisory boards.

Jennifer A. Borislow, CLU, es la fundadora y CEO de Borislow Insurance, una empresa líder que ofrece soluciones innovadoras en materia de salud y beneficios de bienestar para más de 300 empresas. Borislow fue presidenta de MDRT en 2012 y sigue participando activamente en la organización, principalmente como oradora en eventos de MDRT. Asimismo, es coautora de cinco libros y participa en diversos consejos consultivos de aseguradoras. 

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Jennifer A. Borislow, CLU, is the founder and CEO of Borislow Insurance, a leading provider of innovative health and well-being benefits solutions that serves more than 300 businesses. She served as the 2012 President of MDRT and continues to be actively involved, especially as a speaker at MDRT events. Borislow is the author or co-author of five books as well as a participant on several insurance company advisory boards.

Ian Green, Dip PFS, was the 2021 MDRT President and 2017 Top of the Table Global Council Member and Advisory Board Chair. He runs a family-owned financial planning firm and, as an advocate of the Whole Person concept, attributes much of his success to what he learns from MDRT.

Juli Y. McNeely, CFP, CLU, grew up in the financial services profession, watching her mother and father serve clients. She currently is an owner at Financial Clarity by Design, an independent firm founded by her father, while also growing her personal coaching practice, Juli McNeely Consulting LLC. She became NAIFA’s first female president in 2014 and was awarded the WIFS Woman of the Year award in 2015. In 2016, McNeely released “No Necktie Needed: A Woman’s Guide to Success in Financial Services.”

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Jennifer A. Borislow, CLU, es la fundadora y CEO de Borislow Insurance, una empresa líder que ofrece soluciones innovadoras en materia de salud y beneficios de bienestar para más de 300 empresas. Borislow fue presidenta de MDRT en 2012 y sigue participando activamente en la organización, principalmente como oradora en eventos de MDRT. Asimismo, es coautora de cinco libros y participa en diversos consejos consultivos de aseguradoras. 

Thomas R. McCoy, CLTC, comenzó su carrera en el sector de servicios financieros en 1982. Es asesor de M&E Catalyst Group y licenciado en administración de empresas. McCoy ha ocupado diversos puestos de liderazgo en MDRT, actualmente es consejero global del PGA y caballero Excalibur de la Fundación MDRT. Su gran labor y contribución filantrópicas son muestra de su dedicación al servicio comunitario, que incluye haber obtenido una subvención de la Fundación que financió la reconstrucción de ocho viviendas destruidas por el tifón Yolanda en Filipinas. 

Ross Vanderwolf, CFP, fue presidente de MDRT en 2019. Además de ser caballero Platino de la Fundación MDRT, es también miembro de su sociedad Inner Circle y ha formado parte de su consejo fiduciario. Vanderwolf es director general de Rothgard Financial Partners, un negocio de planeación financiera integral. Durante sus años como miembro de MDRT, Vanderwolf ha prestado servicio en diversos comités. 

D. Scott Brennan es expresidente de MDRT y el 75º ganador del Premio John Newton Russell Memorial. Brennan, un dedicado líder de MDRT, fungió como vicepresidente divisional y director de varios comités y grupos especiales de MDRT, además de ser un orador muy reconocido en el sector. Es caballero Excalibur de la Fundación MDRT y formó parte de su consejo fiduciario de 2004 a 2006.  

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Kittipong Buranachalermpong serves as vice president at Allianz Ayudhya Assurance Public Co. Ltd. With a distinguished 14-year career in the insurance sector, he also holds a master’s degree in political science, specializing in justice and social administration. Before joining the insurance profession, Buranachalermpong successfully managed a restaurant and coffee shop as an entrepreneur. His diverse background and leadership continue to drive success within the profession.

Micheal Burt es considerado la máxima autoridad en liderazgo cuando se trata de ayudar a que personas y equipos alrededor del mundo activen sus “instintos de caza”; es decir, una habilidad instintiva para ver algo con los ojos de manera óptica o en la mente y tener la persistencia e intensidad para perseguirlo. Como exentrenador de equipos campeones de básquetbol femenil, Burt utiliza un método que afina la ingeniería interna de las personas para que compitan con sus máximas capacidades. Es autor del libro más vendido del Wall Street Journal “Flip the Switch” (Activa el interruptor) y ha sido contratado por muchas de las empresas más importantes del mundo para que active ese instinto en sus equipos.

Theresa Callahan is a featured speaker and high-performance executive leadership coach who offers leadership programs through her private practice, Managing for Performance. She inspires her audiences to break through barriers and leverage their talent by assessing their needs and turning action items into results. Her book, “Managing for Performance: Building Accountability for Team Success,” provides tools for business owners and team leaders in the financial services profession to step boldly into leadership and build high-performing teams.

Después de trabajar para diversas aseguradoras en áreas de mercadotecnia, comunicación y publicidad, Fernanda Calva, FSCP, incursionó en la profesión de servicios financieros en 2016. Desde su primer año en el sector ha recibido numerosos reconocimientos, como el de mejor agente novato regional y convencionista nacional e internacional. Ha sido, además, una miembro de MDRT muy activa, logrando COT, participando como mentora, voluntaria del PGA, miembro del MCC México y oradora de la Zona ConneXion en 2021 y 2023. Calva es maestra en comunicación institucional y tiene un podcast titulado “Sueños y Dinero”.

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Guillermo Casillas ha sido asesor profesional de seguros en Seguros Monterrey New York Life desde el 2000. Es miembro vitalicio de MDRT y, durante los últimos ocho años, ha calificado para Top of the Table.

Amanda Cassar, MFP, AFP, is a business owner, financial advisor, author, speaker, blogger and passionate philanthropist who has observed hearts and minds being opened and watched people be empowered to step into their own leadership journeys. With more than 30 years of experience in the financial services profession, Cassar’s special accreditations include aged care, estate planning and self-managed superannuation funds.

Gareth James Chalk, Dip PFS, is an independent financial advisor with an extensive background in financial planning. As one of the founding members of Blackstone Partners since 2009, Chalk is passionate about providing tailored financial advice and building long-lasting relationships with his clients. With specialties in estate planning and long-term care advice, Chalk’s approachable style and ability to demystify complex financial concepts have made him a trusted advisor to his clients.

Gareth James Chalk, Dip PFS, es un asesor financiero independiente con amplia experiencia en planeación financiera. Como miembro fundador de Blackstone Partners, le apasiona ofrecer asesoría financiera personalizada y forjar relaciones duraderas con sus clientes. Chalk se especializa en planeación patrimonial y asesoría sobre cuidados a largo plazo. Su estilo abierto y capacidad para desmitificar conceptos financieros complejos lo han convertido en un asesor de confianza para sus clientes.

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Kyriakos Chatzistefanou, DMS, CMI, began his financial services career at MetLife in 1992. He holds degrees in junior accounting and management as well as a diploma from the Chartered Management Institute. Since 1999, he has been a member of the Alico and MetLife Training Academy, leveraging more than 25 years of experience in delivering seminars and lectures worldwide for his company and the insurance market. Chatzistefanou’s expertise spans the entire insurance sales cycle, offering comprehensive knowledge of every stage and aspect. He won the "G. Skaligou" morality award in 2007 and is an active MDRT member.

Kyriakos Chatzistefanou, DMS, CMI, began his financial services career at MetLife in 1992. He holds degrees in junior accounting and management as well as a diploma from the Chartered Management Institute. Since 1999, he has been a member of the Alico and MetLife Training Academy, leveraging more than 25 years of experience in delivering seminars and lectures worldwide for his company and the insurance market. Chatzistefanou’s expertise spans the entire insurance sales cycle, offering comprehensive knowledge of every stage and aspect. He won the "G. Skaligou" morality award in 2007 and is an active MDRT member.

Asvin Chauhan, MIFP, Dip FA, ha ejercido la profesión de servicios financieros durante más de 30 años y ha impartido conferencias por todo el mundo, gracias a las cuales ha ayudado a sus colegas asesores a entender mejor el negocio, aumentar sus niveles de producción y elevar sus estándares para obtener resultados exitosos con los clientes. Chauhan es miembro activo de MDRT, ha servido en una gran variedad de comunidades y es Caballero Platino de la Fundación MDRT.

Ming-hsu Chen currently serves as business manager at Taiwan Fubon Life Insurance Co. Ltd., where he has consistently maintained the company’s standard of excellence. With more than eight years working in the insurance profession, Chen leverages strong analytical skills from previous technology sector experience. He has a doctorate in electrical engineering from National Cheng Kung University and transitioned careers to pursue a Whole Person life.

Wen Chun Chen is the vice president of Honesty Insurance Brokers and author of “Heart Anchor” and “Big Order.” With more than 20 years of industry experience, Chen specializes in DISC personality traits, personal branding expertise and developing inner potential.

Hsin Yu Chen is a senior marketing director at Cathay Life Insurance with 13 years of service, specializing in medical insurance and inheritance planning. Achievements she has earned include the IDA Silver Dragon Award, IFPA Outstanding Insurance Elite Award and Taiwan Insurance Association Outstanding Salesperson Award.

Xavier Shengyuan Chen, B Bus, ChFC, began his career as a financial services consultant at Great Eastern Life-Singapore under Advisors’ Clique at the age of 21 while pursuing his university education. He qualified for MDRT in 2013, the same year he graduated cum laude, and attributes the success of his 15-year career to his expertise in risk management and retirement planning.

Wen Chun Chen is the vice president of Honesty Insurance Brokers, where she specializes in DISC personality traits, personal branding expertise and cultivating the giant within. She has more than 20 years of experience in the financial services profession and is the author of "Anchors of the Heart" and "Big Deals."

Wen Chun Chen is the vice president of Honesty Insurance Brokers, where she specializes in DISC personality traits, personal branding expertise and cultivating the giant within. She has more than 20 years of experience in the financial services profession and is the author of "Anchors of the Heart" and "Big Deals."

Lee Chi-Hsiang, CFP, MSF, has 21 years of experience in the insurance profession and holds a master’s degree in international finance. As a division manager at Nan Shan Life, he specializes in asset inheritance planning, corporate insurance policies and personal retirement planning as well as individual, medical and accident insurance planning.

Xiao Yan Holly Miao is the founder of Sunnylife 1618 Financial Inc., and the co-founder and CEO of Sunnylife Prosperity. With master’s degrees in management and law, Miao has 10 years of experience in the financial services profession and has received multiple awards for her accomplishments.

Haiyang Wang is a certified lecturer at CEIBS. He ranked first on the WeChat Channels' insurance influencers list and was honored as outstanding video creator in 2023. He is an active MDRT member, having served on MCC and other MDRT committees over the years.

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Szu Wei Chiu is the business development director of Cathay Life Insurance with 18 years of experience in financial services. She specializes in professional and organizational management, having established three successful sub-teams, and was the recipient of the IDA Bronze Dragon Award and Asia-Pacific Outstanding Insurance Leadership Award.

Sunduck Chung has been a senior life partner at KB Life Partners for more than three years, specializing in life insurance, variable insurance, non-life insurance, retirement pensions and fund investments. Chung graduated from Yonsei University with a degree in Chinese language and literature, and she completed her studies at the Graduate School of Interpretation and Translation at Hankuk University of Foreign Studies.