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 at 23. He created the Life Insurance Career Distribution Channel for AAA Northeast in 2021, and currently manages a team of more than 50 life insurance and financial specialists throughout New England.

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Fabian Bio

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Joyce Bio

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Regina Bedoya、CLU, ChFCはリタイアメントと保険プランニングを専門に扱うファイナンシャル・コンサルティング会社RB Financial Advisorsの社長です。2020年のMDRT会長であり、MDRT Foundationのプラチナ・ナイトの称号を持ち、Inner Circle Societyのメンバーです。Bedoyaはボランティアとして幅広い委員会活動に参加し、アニュアル・ミーティングや業界の国際的な会議で講演を行っています。これまでにIrvin Konter AwardおよびAmerican Free Enterprise Companion Medalを受賞し、Prudential Palm BeachのAgent of the Yearを2回受賞しています。

Tony Gordonは金融サービス業界で最も成功した有名なアドバイザーのひとりです。MDRTの元会長であり、50年以上の経験を持つGordonはその幅広い知識を生かしてアドバイザーを指導し、世界中の聴衆とアイディアを分かち合い、熱意を伝えています。

Thian Lung Jongは2006年にAIAに入社し、2008年にユニット・マネージャーに昇進しました。著書にSimplicity、共著にThe Mindset PlaybookおよびMalaysia Big Dealsがあり、その功績が称えられいくつもの賞を受けています。JongはMDRT会員として幅広くボランティア活動を行い、大会のPGA委員会、MDRTグローバル・アンバサダー、MDRT Foundationでさまざまな役割を果たしてきました。また、MDRTやエイジェンシー・マネジャー（機関長）会議、他の金融サービス組織でも講演をしています。  

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Steve Backleyはやり投げの世界記録を3度更新し、世界No.1に輝いた達人です。幾度となく深刻な挫折を味わいながらも15年以上にわたってイギリス陸上ナショナルチームのメンバーとして、3回のオリンピックでメダルを獲得した唯一のイギリス人陸上競技選手であり、1990年には世界年間最優秀選手の栄冠に輝きました。

Roger Blackはヨーロッパ選手権、英連邦選手権、世界選手権の金メダルを含めて400メートルと4×400メートルリレーで合計15個のチャンピオンシップ・メダルを獲得したことで知られる元陸上選手です。選手生活で多くの障害を克服しながらイギリスとイングランド代表として国際的に活躍しました。  

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Ian Green, Dip PFSは2021年MDRT会長、2017年トップ・オブ・ザ・テーブル担当グローバル・カウンシルメンバー兼諮問委員会委員長。ロンドンで独立系ファイナンシャル・プランニングの会社を経営し、ホール・パーソンのコンセプトの提唱者として、その成功の多くはMDRTから学んだことに起因していると述べます。

Tim Groverは世界的な基調講演者、コンサルタントであり、さまざまな業界のリーダー、アスリート、エリートアチーバーにあくなき野心、結果重視のパフォーマンス、メンタル・タフネスの原則を教えています。Groverは全米ベストセラーとなった “Relentless: From Good to Great to Unstoppable” の著者であり、デジタル・トレーニング・プラットフォームの The Relentless Systemの開発者でもあります。Sports Illustrated誌やYahoo誌のコラムニストとしても活躍するGroverはESPNやFox Sportsなどのメディアにも登場し、2022年度リアル・リーダーズ誌の世界のキーノート・スピーカー・トップ50にも選ばれました。

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Natalie Halesは米国およびカナダのファイナンシャル・アドバイザーが専門性を確立し、ブランドを構築し、理想的な顧客とつながることを支援するブランド戦略家です。10年以上にわたる金融マーケティングの経験を持ち、ユニークな専門知識はカナダ生命などの有名企業での仕事を通じて磨かれてきました。ファイナンシャル・ガイダンスがもたらす変革的な影響に感銘を受け、アドバイザーの潜在能力を増幅させ、ターゲットとする顧客に比類のない専門家としての地位を確立することに専念しています。

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は金融サービスの専門家として39年以上の経験を持ち、Strategic Coach, the Spartanburg Rotary ClubそしてNAIFA.など、国や地域の数多くの専門家組織のメンバーとして活躍しています。

 Caroline A. Banks, FPFSは2015年度のMDRT会長。イギリスで初期に承認された由緒ある認定ファイナンシャル・プランニングを提供する会社の創設社長であり、包括的なファイナンシャル・プランニングを専門にしています。世界的な組織であるSociety of Trust and Estate Practitioners (STEP)のメンバーでもあります。

 Mark J. Hanna, CLU, ChFCは2017年度のMDRT会長で、2007年度にはトップ・オブ・ザ・テーブル会長を務めました。MDRT Foundationのロイヤル・オーダー・エクスカリバーの騎士の称号を持ち、Inner Circle Societyのメンバーです。

 オーストラリア、クイーンズランド州ブリスベンのRoss Vanderwolf, CFPは2019年度のMDRT会長です。MDRT FoundationのPlatinum Knightの称号を有し、MDRT Foundationの理事を務め、Inner Circle Societyのメンバーです。Vanderwolfはフルサービスのファイナンシャル・プランニングを提供するRothgard Financial Partnersの代表取締役です。MDRT会員として数多くの委員会で活躍してきました。2014年以来毎年オーストラリアで最も信頼されるファイナンシャル・アドバイザーのひとりに認定されています。

Vanina Paola Cruz is the commercial director at her company, which is comprised of 180 insurance advisors. She has been working in the field of personal finance for more than 25 years, as an employee for different companies and a freelancer.

Caio Henrique Guidugli Cunha has been a financial advisor since 2007. He is an active MDRT member volunteer, having served as Regional Chair for Latin America and the Caribbean as well as Country Chair for Brazil. In 2012, Guidugli Cunha authored a publication on family economic planning that explored family behavior and identified their overall financial needs throughout life.

Dulce Maria Zamora Davila is a regional and national advisor at Seguros Monterrey New York Life. She is also a professional speaker image consultant, having worked at Procter & Gamble, Banco Compartamos and Coca-Cola FEMSA.

Mariant Carolina Navarro Protzel is an industrial engineer from Venezuela with a master's degree in manufacturing processes optimization. She enjoys helping her clients improve their finances and secure a stable financial future.

Samir Chaman Sabag Sr., CLI, FPC, is founding partner of Lopezychaman, an insurance advisory agency that has been providing financial services to clients since 2007. He holds a master’s degree in insurance, moderates the American College certification course in life insurance, has delivered more than 50 presentations to various promoters and agencies around the country, and is an active MDRT member volunteer.

Jazmin Eliana Vasquez has been a social communicator and risk manager for great economic impacts for more than a decade. She has studied at EUschool in Madrid and attends Hoopis Performance Network University. Vasquez has achieved first place for three years in the sales of wealth and family plans, keeping 100% of her clients in Colombia.

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Arturo Viniegra Castellanos began his career as a professional insurance advisor in 2019 and has achieved many accolades for his success. He advises more than 500 clients on financial planning and is the host of the podcast “La Oveja Sin Lana” (“The Sheep Without Wool”).

Victor Hugo Garcia Gutierrez has more than nine years of experience in the financial services profession and serves more than 500 clients. He is the host of the podcast “La Oveja Sin Lana” and is passionate about promoting a positive financial culture within his country and Latin America.

Alejandro Hernandez graduated from Instituto Tecnológico Autónomo de México and has spent the past eight years working for a market research agency in Mexico.

Yaravi Morales Diaz Ordaz, MBA, CLI, graduated from El Tecnológico de Monterrey in Mexico and went to IPADE Business School for her master’s degree.

Alvaro Aldrete Morfin is a founding partner and managing director of Aldrete & Asociados, where he and his team advise more than 600 families and companies in financial planning. He is certified by the American College as a financial services specialist and counselor for the promotion and sale of life insurance and is considered one of the most successful insurance agents in Mexico, splitting his time to serve clients, attend conferences and promote his books.

Sergio Alberto Alejo Ortiz earned his master’s degree from IPADE Business School and has experience as a digital marketer.

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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.