Nuttawut Chutipong holds a bachelor’s degree in electrical and electronics engineering from King Mongkut's Institute of Technology Ladkrabang and a Young Investor certificate from the Industrial Finance Corporation of Thailand. He worked at Advanced Info Service Public Co. Ltd. and at Samsung Life Insurance Public Co. Ltd. as a senior management advisor, where he specialized in life insurance, benefits analysis and retirement planning.

Tim Daniel Clairmont, MSFS, LACP, founded Clear Financial Partners to guide pre-retirees and the recently retired toward financial clarity and confidence. Creator of the ClearFP Clock, Clairmont is a bestselling author and sought-after speaker who is passionate about helping others master their financial journeys. With a vision to teach 1 billion people something smart about money, Clairmont empowers clients and advisors to achieve their unique vision of happiness .

Tim Daniel Clairmont, MSFS, LACP, founded Clear Financial Partners to guide pre-retirees and the recently retired toward financial clarity and confidence. Creator of the ClearFP Clock, Clairmont is a bestselling author and sought-after speaker who is passionate about helping others master their financial journeys. With a vision to teach 1 billion people something smart about money, Clairmont empowers clients and advisors to achieve their unique vision of happiness.

Herman Colin, licenciado en administración de empresas y maestro en seguros, es el director general de Grupo Impulsor Operativo. Su experiencia en el sector asegurador abarca más de 30 años, en los cuales se ha especializado en seguros de vida, planeación del retiro, seguros de hombre clave y gastos médicos.

Melisa Alejandra Corella Gastelum, quien ha estado en la profesión de servicios financieros durante siete años, es asesora de seguros en Seguros Monterrey New York Life. Corella está especializada en planeación de la jubilación y gastos médicos mayores. Con cinco años de experiencia corporativa en compañías multinacionales del sector industrial, sus áreas clave de especialización incluyen finanzas, recursos humanos y mejora continua. Es licenciada en administración y dirección de empresas, con especialidad en finanzas, y tiene una maestría en recursos humanos. Ha sido reconocida como convencionista Tres Diamantes, miembro Legión Centurión Oro y consejera regional.

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Alfredo Cortés es director general de Café Financiero Insurance & Wealth Management, una firma especializada en seguros de vida, planeación para el retiro, finanzas personales e inversiones. Cortés es licenciado en administración y negocios internacionales y tiene 17 años de experiencia como asesor profesional de seguros. Como miembro vitalicio de MDRT, ha sido convencionista ininterrumpidamente en Seguros Monterrey New York Life desde 2010.

Robert Cullen, FSCP, MBA, has owned Robert Cullen Farmers Insurance & Financial Services Agency since 2007. He has been in the profession for 18 years, specializing in retirement planning, college savings plans, general investment plans, cash value life insurance and annuities. With prior experience as a financial analyst, Cullen holds a bachelor's degree in financial management and a master’s degree in accounting and management information systems. He is the recipient of the highly coveted Farmers Insurance Presidents Council Award.

Rickson Joel D’Souza is a life insurance advisor with expertise in products and solutions for high-net-worth entrepreneurs. With six decades of family experience in the insurance services profession, he provides guidance on financial protection, transferring of wealth between generations and structuring large-value life insurance. He is also founder of the succession-planning firm Successio and has spoken at conferences around the world .

Rickson Joel D’Souza is a life insurance advisor with expertise in products and solutions for high-net-worth entrepreneurs. With six decades of family experience in the insurance services profession, he provides guidance on financial protection, transferring of wealth between generations and structuring large-value life insurance. He is also founder of the succession-planning firm Successio and has spoken at conferences around the world.

Codesh De Jesús Hernández, mercadóloga de profesión y maestra en finanzas, es también una de las asesoras de seguros más destacadas de MetLife México, compañía en la que ha sido convencionista y ganadora de diversos reconocimientos, entre ellos el de Mejor Agente Novel. A lo largo de sus 12 años de experiencia en el sector financiero y asegurador, De Jesús se ha especializado en la gestión de portafolios de inversión para clientes de alto capital.

Marcelo de Rada, MBA, es vicepresidente de Megabrokers Inc., una empresa dedicada a beneficios para empleados. Con 35 años dentro del sector de servicios financieros se ha especializado en planeación patrimonial para negocios familiares de renombre en Latinoamérica.

Derek Wong Tuck Kong began his career in financial services 17 years ago at Prudential Assurance Malaysia Berhad. He graduated with a bachelor’s degree in computing, manages a team of 10 and holds the record for the highest number of insurance cases closed in 2023.

Derek Wong Tuck Kong comenzó su carrera en los servicios financieros hace 17 años en Prudential Assurance Malaysia Berhad. Se graduó como licenciado en computación, gestiona un equipo de diez personas y ostenta el récord del mayor número de casos de seguros cerrados en 2023. 

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Simran Dhillon, ADFS, B Comm, is a principal financial planner at Abundant Advisory, a boutique financial planning practice that specializes in helping business owners and high-income professionals between 40 and 55 make the right decisions that will better prepare them for retirement.

Matthew Dicks es creador, productor y coanfitrión de Speak Up Storytelling, un podcast que enseña a las personas a contar sus mejores historias. Como participante activo de The Moth, una organización sin fines de lucro que ofrece oportunidades para contar historias con micrófono abierto, ha ganado 35 veces el premio Moth StorySLAM y el GrandSLAM seis veces. Sus bestsellers han sido traducidos a 25 idiomas y enseña a personas, empresas y distritos escolares en todo el mundo a hablar en público y contar historias.

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Richard Dobson Jr., CFP, has been in the financial services profession for more than 40 years and headed a national registered investment advisory firm for more than 15 years. He holds a bachelor’s degree in business and owns Moss Valley Group LLC, where he specializes in investment management. Dobson is the author of “Make Simplicity Your Superpower!” and continues to work as a personal financial advisor.

Eunice Díaz es una de las productoras más exitosas de Grupo Nacional Provincial, compañía donde es asesora consejera y en la cual ha recibido diversas distinciones. Díaz es licenciada en mercadotecnia, tiene nueve años de experiencia en el sector financiero y se ha especializado en estrategias para el retiro y seguros de salud.

Bradford L. Elman, CLU, ChSNC, has been in the financial services profession for 39 years. As an advisor with Northwestern Mutual Life, Elman focuses on business and estate planning as well as special needs planning. He also was the recipient of the Jack Richter Award for Career Achievement, NAIFA Silicon Valley’s highest honor.

Seana Fardy, CFP, CLU, is president of W.I.L.D. Financial Solutions Inc., where she specializes in simplifying complex financial matters for her clients by empowering them with knowledge to make confident financial decisions. With 17 years of experience, Fardy is committed to the principles of W.I.L.D. by staying “well-informed” and “living dynamically.”

Seana Fardy, CFP, CLU, is president of W.I.L.D. Financial Solutions Inc., where she specializes in simplifying complex financial matters for her clients by empowering them with knowledge to make confident financial decisions. With 17 years of experience, Fardy is committed to the principles of W.I.L.D. by staying “well-informed” and “living dynamically.”

Seana Fardy, CFP, CLU, is president of W.I.L.D. Financial Solutions Inc., where she specializes in simplifying complex financial matters for her clients by empowering them with knowledge to make confident financial decisions. With 17 years of experience, Fardy is committed to the principles of W.I.L.D. by staying “well-informed” and “living dynamically.”

Dana Mitchell, CFP, CLU, is principal of the financial planning firm Basis Wealth. With more than 20 years of experience, Mitchell works with clients to build their wealth while protecting what matters most to them.

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Salzina Cruzinha Fernandes is a certified financial planner and professional financial advisor with her own firm, Sansal Financial Services, and has been affiliated with Max Life Insurance Company for the last 14 years. With a client base of more than 2,600 families across the globe, Fernandes specializes in managing financial portfolios to help secure guaranteed income and additional legacy benefits for her clients during their retirement. She has received many accolades over the past 14 years for her contributions to the financial services profession. Her positive mindset, integrity, resilience and honesty help her make a difference in the world.

Carlos Fernández es conferencista internacional especializado en habilidades blandas y power skills –equipo, liderazgo, comunicación efectiva, creatividad y oratoria– con 15 años de experiencia en este campo. Fernández, maestro en neurociencias, es también presentador del podcast "Las 3 Principales" y autor de tres libros. Asimismo, cuenta con una certificación por parte de Disney Institute y en Lego Serious Play, y ha asistido a la Management Research (investigación sobre gestión) de Harvard.

Molly Fletcher se ha forjado un nombre como una de las primeras agentes deportivas. Durante sus casi dos décadas de carrera, ha negociado alrededor de 500 millones de USD en contratos y ha representado a más de 300 atletas de alto nivel. Fletcher conduce el podcast “Game Changers with Molly Fletcher”, donde entrevista a diversos expertos y celebridades, incluidos Troy Aikman, Priyanka Chopra Jonas y Matthew McConaughey. Fundó Game Changer Performance Group, y su último libro, “Dynamic Drive”, se convirtió instantáneamente en el libro de no ficción número uno en ventas de USA Today.

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Carlyle Fletcher, CLU, has been in the financial services profession for 42 years. As a branch manager for 31 years and a senior sales consultant at Guardian Life of the Caribbean Ltd., Fletcher specializes in agent training and development. His background includes 10 years of accounting and auditing experience, and was inducted into his company’s convention Hall of Fame as well as Trinidad and Tobago Association of Insurance and Financial Advisors South Chapter’s Hall of Fame.