Pui Ka Lam is a financial services advisor and active MDRT member in Malaysia. She has inspired more than 1,000 individuals and families to secure their futures through sound financial planning and has achieved many achievements during her career.

Hunter Lord, CFP, began his financial services career as a paraplanner for Rothgard Financial Partners in Brisbane, Queensland, Australia. This experience allowed Lord to learn abou tall aspects of financial planning from global industry leaders. As an investment advisor representative at Essential Planning LLC, he develops relationships with clients to better understand what matters most to them so he can help them achieve their ultimate goals.

Kevin Reidinger has been in the financial services profession for five years. He focuses on providing financial protection, planning and investing to clients by helping them make smart decisions to secure their financial futures. Reidinger believes in continuous self-improvement and enjoys learning more from his peers on topics such as estate planning, fee-based financial planning and solutions to complex protection.

Naixin Zhao has worked for Sun Life Canada for 18  years and is president of Ada Zhao Financial Solutions Inc. She was named top advisor at Sun Life, having written the largest insurance case in the history of Eastern Ontario, and was the winner of The Queen’s Platinum Jubilee. For more than 20 years, she has proudly supported the local community in Ottawa.

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.

Yolie Aleman-Rodriguez has worked for State Farm Life for 32 years. She has held various roles at multiple locations throughout the nation, including serving as a supervisor in Texas at the first bilingual agency center in the country and as a Hispanic business analyst in Illinois, where she assisted in developing State Farm’s national bilingual programs. Aleman-Rodriguez has received numerous industry awards over the years for her excellence and is an active MDRT member volunteer, currently serving on the MDRT Academy Task Force.

Tom E. Sunny, CFP, CLU, is an advisor with New York Life and the founder of Sunny Financial Strategies LLC based in the suburbs of Chicago IL, where he provides clients with optimal strategies and solutions to help them grow, protect and conserve their wealth through all stages of life. He has a protection first practice which is focused on comprehensive financial planning and wealth management. As a second-generation financial professional, Sunny grew up seeing his father provide insurance services for more than 25 years and the significant impact it made on the community. Now, he strives to establish personalized financial security for his clients that will last for generations.

Edwin Rodrigo Aguilar Valdez es asesor de Seguros Monterrey New York Life. Con más de seis años de experiencia impartiendo cursos, capacitaciones y conferencias en temas de recursos humanos y liderazgo a nivel nacional, Aguilar Valdez trabaja con más de 300 clientes en diversos estados de México y se desempeña como mentor de algunos de sus compañeros asesores.

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.

‍

Yolie Aleman-Rodriguez has worked for State Farm Life for 32 years. She has held various roles at multiple locations throughout the nation, including serving as a supervisor in Texas at the first bilingual agency center in the country and as a Hispanic business analyst in Illinois, where she assisted in developing State Farm’s national bilingual programs. Aleman-Rodriguez has received numerous industry awards over the years for her excellence and is an active MDRT member volunteer, currently serving on the MDRT Academy Task Force.

Jesús Rodrigo Alfaro Gutiérrez es asesor de Seguros Monterrey New York Life desde 2015. Ha participado en convenciones y simposios y ha sido galardonado con el premio Legión Centurión.

Kris Amliwala, FPFS, is a Chartered Financial Planner at Designer Wealth Management and 1 of 125 Registered Life Planners in the UK. He helps families in their 50’s create, protect and enjoy their wealth.

Helen Arnold is owner and financial director of Television Mobiles Ltd., a one-stop broadcast facilities company based in Bartlemy, Co. Cork, Ireland, that provides high-spec OB trucks, specialized equipment and the latest technological developments, ensuring a first-class production. Arnold has more than 40 years of leadership experience in business development and strategic planning within the broadcast media industry.

Kentaro Asai joined Sony Life Insurance Company in 2014.

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.

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.

Saad Anthony Baksh, BSc, started his financial services career 18 years ago with The Maritime Financial Group immediately following his graduation from The University Of London. Saad is the most successful Unit Manager at Maritime Financial with his team winning the "Unit of the year" title 9 times. He is now a Branch manager leading 30 advisors in a multi-line environment.. He has achieved many accolades, including MDRT's Diamond Award for field leaders in 2023, MDRT Honor Roll (16 time life and qualifying member), Best all round Unit in Trinidad and Tobago, is an active MDRT member volunteer, and has spoken at conferences in the U.S., Barbados, Jamaica and Belize.

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).

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.

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.

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.

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.

Shawn Bellefeuille, CFP, CLU, has found the secret to navigating the complex world of modern marketing. Armed with the skills and knowledge he gained over the years, Bellefeuille enjoys sharing the strategies he has developed to help others also achieve greater marketing success.

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.

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.

Magali Bernal es asesora de servicios financieros especializada en comercio internacional y finanzas. Licenciada en relaciones internacionales con una maestría en servicios financieros, Bernal es una empresaria polifacética que cree que su carrera es más que una profesión: es un estilo de vida.

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.

La Dra. Susan Biali Haas es una galardonada doctora en medicina, defensora de la salud mental y experta en prevención del burnout, gestión del estrés y resiliencia. Durante el primer año de la pandemia, Biali Haas asesoró a pacientes con ansiedad y depresión y sigue inspirando a una amplia gama de clientes, desde líderes militares y ejecutivos sénior hasta doctores y otros profesionales de la salud, para que tomen el control de su salud. Es autora de un bestseller, ha sido invitada a programas como “Today”, “Today With Hoda & Jenna” y “BBC World Service”, y sus artículos han aparecido en publicaciones como Chicago Tribune, Washington Post y New York Post.

Dr. Susan Biali Haas is an award-winning medical doctor, mental health advocate and expert in burnout prevention, stress management and resilience. During the first year of the pandemic, Biali Haas counseled patients with anxiety and depression, and she continues to inspire a broad range of clients — from military leaders and senior executives to physicians and other health care professionals — to take control of their health. She is a bestselling author and has been featured on the “Today” show, “Today With Hoda & Jenna” and “BBC World Service” as well as in the Chicago Tribune, Washington Post and New York Post.

Delia Brimmer is a successful financial advisor with New York Life. Since beginning her career in 2013, Brimmer has grown her business into a multistate practice, in large part because of her focus on building relationships. She attended her first MDRT meeting in June 2022 and is an active MDRT member volunteer.

Vanessa Y. Bucklin, MBA, CLU, is a financial advisor for Eagle Strategies LLC, a wholly-owned subsidiary of New York Life. She specializes in creating custom insurance and financial solutions for her clients, while working together with them to develop a comprehensive approach that helps transfer wealth to the next generation, ensuring today’s needs and tomorrow’s goals are met.

Mark D. Olson, CFP, MSFS, specializes in providing customized comprehensive financial and retirement planning for corporate executives, business owners and other professionals. For more than 30 years, Olson has helped his clients find financial peace of mind by serving as their financial coach and advocate. He enjoys working with those who are preparing for retirement or just beginning that chapter of their lives.

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.