John Ross Cachia is founder and strategic wealth advisor atThriving Wealth. He began his career in financial services at 14, founded hisfirm at 20 and has since built a thriving 20-person practice. With specialtiesin succession planning, intergenerational wealth, behavioral coaching andscalable business growth, Cachia has received more than 50 industry honors,including the 2024 FAAA Adviser of the Year, and is recognized amongAustralia’s top advisors.

Curtis V. Cloke, LUTCF, RICP, is a recognized thought leader in the retirement industry, known as one of the brightest minds in retirement education and academia today. He is an adjunct professor with The American College of Financial Services and an inspiring keynote speaker, sharing his passion, knowledge and love for the art of retirement planning with audiences worldwide. Cloke received the Lifetime Achievement Award by the Financial Hall of Fame in 2025, is a frequent guest on radio and TV commentary programs, and has been featured on a variety of news media platforms.

Sarah Helen Hogan, ACII, is the director and owner of KBA, where she leads a team of financial advisors specializing in retirement planning, business financial planning and succession planning. She has received accolades for her exceptional leadership and client-focused service, such as being named Team Leader of the Year and Financial Adviser of the Year in the North West at the 2019 Professional Adviser Women in Financial Advice Awards, among many other nominations for her inspiration and mentorship. In addition to building lasting relationships with clients and their families, Hogan also actively volunteers at numerous charitable organizations.

Panos Leledakis, LUTCF, has been in the financial services profession for 25 years and is considered a pioneer in the insurance industry. He is an insurance futurist and an expert in digital transformation, artificial intelligence, internet marketing strategies, automation, CRM, virtual and augmented reality, and cutting-edge technologies in the insurance sector. As the inventor of two innovative software solutions for insurance needs analysis and financial planning, Leledakis has earned 11 global innovation awards, holds a certification in “AI for Business” from the University of Pennsylvania and is furthering his expertise in artificial intelligence through ongoing studies at MIT.

Jane Lim is the founder and director of Prosper Financial Planning and has more than 15 years of global experience in financial services. She is passionate about helping her clients build financial resilience and achieve financial freedom. Lim holds an MBA from UNSW, where she received the 2022 Business School Dean’s Award for Service. She also holds a Master of Applied Finance from Macquarie University and a Bachelor of Business in financial planning from RMIT.

Edward Franklin Marshall, APFS, is a holistic, values-driven financial planner and managing director at Deans Wealth Management, with 23 years of experience in financial services. He started as a tied financial advisor in 2001 and progressed to an independent financial advisor in 2004, moving to Kingsland Wealth Management in 2006 and then their joint venture with Deans in 2008. Marshall bought out Deans in 2024 and leads a team of seven. He is a trusted voice on BBC radio, both national and local, and has appeared on BBC Breakfast News and BBC Politics covering various financial planning topics.  

Svetlana Plitin-Tamaviciene has been a financial advisor at Allianz since 2014, specializing in retirement planning and insurance solutions for business owners. She has a bachelor’s degree in maritime engineering and a master’s degree in maritime law, which shaped her strategic and disciplined approach to financial planning.

Paresh B. Shah, CFP, is the managing principal for PareShah Partners and CEO of Merkkuri Wealth Advisors. As a wealth strategist for the past 30 years, Shah helps individuals and businesses create innovative financial strategies that protect today and build for tomorrow. He specializes in pension and profit-sharing, asset protection, estate planning and business succession planning, and co-hosted the talk show “Money & Prosperity.” His professionalism and active service in the community, including his support of many charitable organizations, make him a trusted advisor within the financial services profession.

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Dayra Irene Chávez served as Country Chair for MDRT’s MCC Zone 11, Panama, from 2016 to 2018. She has a remarkable 17-year career as an insurance agent and is the founder and CEO of D.C. Asesores de Seguros S.A., a brokerage specializing in personal and general insurance as well as surety bonds. Chávez served as president of the National Association of Insurance Producers of Panama from 2021 to 2023 and is currently a member of the advisory board of the National Association of Insurance Professionals of Panama. She is also the host of her successful podcast @dayraasegura.

Aprilyn Chavez Geissler, LACP, CCP, began working in the financial services profession while in college. She has served as a NAIFA national trustee and is currently the national treasurer at WIFS, where she specializes in wealth management, employee benefits, fixed insurance and multiline insurance. She is the first executive vice president for Gateway Insurance and Financial Services and runs her own practice, which focuses on empowering women. She was the recipient of the 2019 NAIFA National Diversity Champion Award and was recognized by Investment News in 2020 as one of the top women to watch in the country.

Yung-Han Cheng, AFP, serves at Nan Shan Life Insurance and has 13 years of industry experience, specializing in tax planning and family legacy strategies. He graduated from National Taiwan University and began his career at Deloitte before transitioning to the insurance sector.

Eunjoo Chin is a star wealth manager and financial professional at KB Life Partners with six years of experience. Chin specializes in death benefits, retirement planning and life planning. She has received the KB Life Partners Annual Award every year and achieved Rookie Champion status. Previously, Chin worked in overseas business marketing.

Weicheng Chung has served as a Communications Office Manager at Fubon Life Insurance, with 10 years of experience in the life insurance industry. Specializes in training young sales managers. Ranked among the Top 3 Best Communications Office Managers company-wide and was also recognized as an Outstanding Life Insurance Professional of the Year by the Life Insurance Association of the Republic of China.

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Tim Daniel Clairmont, MSFS, LACP, is an entrepreneur in financial services and the founder of Clear Financial Partners, specializing in retirement income planning. He created the ClearFP Clock and ClearFP Income Plan, shared globally through the ClearFP Advisor Program. Clairmont is an author, international public speaker and serves as Secretary of the MDRT Foundation. He was the 2024-2025 Chair of the MDRT Academy Global Task Force and currently is a member of the Academy’s North American Task Force.

Tim Daniel Clairmont, MSFS, LACP, is an entrepreneur in financial services and the founder of Clear Financial Partners, specializing in retirement income planning. He created the ClearFP Clock and ClearFP Income Plan, shared globally through the ClearFP Advisor Program. Clairmont is an author, international public speaker and serves as Secretary of the MDRT Foundation. He was the 2024-2025 Chair of the MDRT Academy Global Task Force and currently is a member of the Academy’s North American Task Force.

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Tim Daniel Clairmont, MSFS, LACP, is an entrepreneur in financial services and the founder of Clear Financial Partners, specializing in retirement income planning. He created the ClearFP Clock and ClearFP Income Plan, shared globally through the ClearFP Advisor Program. Clairmont is an author, international public speaker and serves as Secretary of the MDRT Foundation. He was the 2024-2025 Chair of the MDRT Academy Global Task Force and currently is a member of the Academy’s North American Task Force.

Juli Y. McNeely, CFP, CLU, grew up in the financial services profession, watching her mother and father serve clients. She currently is an owner of 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 .”

Alyssa O’Brien is a communications expert with 15 years of experience helping organizations craft compelling narratives and engage their audiences effectively. As client service manager at G&S Business Communications, a firm that partners with financial services clients like MDRT to unify and elevate their messaging, strengthen their brand and achieve their goals through holistic communications, O’Brien has a proven track record of developing and executing integrated communications strategies. She brings deep industry knowledge with an innovative approach to public relations and marketing.

Curtis  V. Cloke, LUTCF, RICP, is a recognized thought leader in the retirement  industry, known as one of the brightest minds in retirement education and  academia today. He is an adjunct professor with The American College of  Financial Services and an inspiring keynote speaker, sharing his passion,  knowledge and love for the art of retirement planning with audiences  worldwide. Cloke received the Lifetime Achievement Award by the Financial  Hall of Fame in 2025, is a frequent guest on radio and TV commentary  programs, and has been featured on a variety of news media platforms.

Robyn Crane, CFPは基調講演講師、ベストセラー作家、ポッドキャスター、金融専門家向けコーチ、そしてCrane Financial Inc.のCEOです。ファイナンシャル・アドバイザーとして10年のキャリアを積んだ後、ブランディング、マーケティング、お客さま獲得を通じて、アドバイザーが繁栄する事業を築く活動を10年近く続けています。彼女はOprah Magazine, Fortune そしてThe Wall Street Journalに取り上げられ、数多くの金融サービス機関の大会で講演を行っています。

Robert Cullen, FSCP, MBA, has been in the financial services profession since 2007. He specializes 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 and currently serves as Chair of the MDRT Academy’s North American Task Force.

Tommy Cunningham, QFA, RFP, is a financial consultant, entrepreneur, and Principal of Cunningham Financial Services Ltd. With over 13 years’ experience in the financial services profession, Thomas brings a commercially astute perspective shaped by building and leading successful businesses. He advises individuals, families, and business owners across life protection, investment strategy, retirement planning, and broader financial structuring, including lending and mortgage solutions where appropriate. His work focuses on creating resilient, long-term financial frameworks that protect capital, manage risk, and support sustainable wealth creation across all stages of life.

Domenick D’Andrea, AIF, CRC, has been in the financial services profession for more than 31 years. As co-founder of DanDarah Wealth Management, he helps individuals and families navigate retirement and financial planning with clarity and confidence by pairing proven advisory expertise with a modern focus on digital presence. A frequent conference and webinar speaker, D’Andrea shares insights on social media, digital branding and client reviews — equipping professionals to build trust, strengthen reputations and drive growth in today’s digital-first world.

Susana Itzel Delgadillo Pineda holds a bachelor's degree in international business from Tecnológico de Monterrey. With six years of experience as an insurance agent specializing in life and health insurance, she has built a solid portfolio of more than 600 clients. Currently, she ranks third among the top 10 agents in her company and has been the national champion in her agency for the past three years.

Rick Denley is a growth and leadership expert. For more than 30 years, he has led multinational corporations and coached executives and professional athletes, empowering them to transform and maximize their influence and impact. An award-winning international coach, consultant and speaker, Denley has inspired thousands worldwide to harness the opportunities in change to reach their peak performance.

Derek Wong Tuck Kongは17年前にPrudential AssuranceMalaysia Berhad社でファイナンシャル・サービスのキャリアをスタートさせました。大学ではコンピュータ・サイエンスを専攻し、現在は10人のチームを管理し、2023年は新規契約件数最多の記録を樹立しました。

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Damon Dunnは小さなトレーラーハウスで10人が暮らす環境で育ち、食料は狩猟や漁業に頼っていました。高校時代に州選抜のアメリカンフットボール選手となり、スタンフォード大学から奨学金を授与されました。在学中にEast Palo Alto Stanford Summer Academyの事務局長を務め、恵まれないラテン系およびアフリカ系の学生に学習指導とメンターシップを提供しました。卒業後、NFLのジャクソンビル・ジャガーズ、クリーブランド・ブラウンズ、ニューヨーク・ジェッツ、ダラス・カウボーイズでプレーし、大けがをした子どもたちを支援するため、 Fighting Giants Ministryを設立しました。現在はSagan Sign TalentのCEOを務めています。

Keith Ferrazzi is an entrepreneur, philanthropist, award-winning speaker, bestselling author and investor. As founder and chairman of Ferrazzi Greenlight and its applied research institute, Ferrazzi coaches teams in top organizations to achieve transformative outcomes. He is a Fast Company Leadership Hall of Famer and Toastmasters’ 2018 Golden Gavel Award winner who has a passion for challenging people to embrace change and inclusive collaboration.

Fiona Foo Yuet Ling, ChFC/Sはファイナンシャル・プランニングの経験が10年以上ありexecutive seniormanagerです。2014年にGreat EasternFinancial Advisers Singapore に入社して以来、お客さまと生涯にわたる関係を築き、人生のさまざまなフェーズを共に歩むという情熱と信念をもって活躍しています。経営学の学士号を取得し、資産保護と総合的なファイナンシャル・プランニングを専門としています。また、MDRTのMCCのメンバーです。自社はもちろん、業界のイベントで講演を行ったことがあります。

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John P. Foppe is a seasoned international keynote speaker who was trained by Zig Ziglar and has presented in more than 25 countries. Born without arms, Foppe is the founder of Friends of the Forgotten, a mission serving institutionalized children with disabilities in the developing world. He is the author of “What’s Your Excuse?” and was named one of the Ten Outstanding Young Americans by U.S. Junior Chamber of Commerce.

Devin Gaffney, FSCP, LUTCF, is the sales training manager and development leader for AAA Life Insurance Company. With almost 30 years’ experience in financial services, Gaffney has spent the last 13 years focused on designing and delivering programs that combine traditional training methods with cutting-edge technology to empower advisors. He graduated from Western Kentucky University with a degree in advertising and marketing.

Devin Gaffney, FSCP, LUTCF, is the sales training manager and development leader for AAA Life Insurance Company. With almost 30 years’ experience in financial services, Gaffney has spent the last 13 years focused on designing and delivering programs that combine traditional training methods with cutting-edge technology to empower advisors. He graduated from Western Kentucky University with a degree in advertising and marketing.

Avraam Pekris, BSc, MBA, is the CEO and founder of Huminance Insurance Agents and Consultants. He has more than 20 years of experience in the financial services profession and specializes in leadership development, recruitment and building exceptional agency cultures. An actuary by training, Pekris holds first-class honors from the London School of Economics and Political Science and an MBA from the Cyprus International Institute of Management.

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Eric Gabriel Gamilla joined the financial services profession in 2019 and specializes in health protection, wealth management, risk management and financial planning to help individuals and their families safeguard their futures. He is a medical doctor, registered pharmacist and branch head at AXA Philippines who has also served as an MDRT mentor and MDRT Company Chair in the Philippines. He has been recognized with numerous industry honors and, with his unique background in medicine, education and financial services leadership, he brings a holistic approach to advising clients and mentoring advisors, combining professional excellence with a deep sense of purpose.

Vincent Gan, ChFC, CLU, is an executive senior director with Great Eastern Financial Advisers Singapore and has been in the financial services profession for 20 years. He specializes in agency leadership, training and development, with a passion for helping financial consultants grow purposefully and sustainably. A graduate of the National University of Singapore, Gan has served on industry councils, spoken at international forums and received numerous company and industry accolades.