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 is an insurance advisor at Seguros Monterrey New York Life. With more than six years of experience offering courses, training and lectures in human resources and leadership topics at the national level, Aguilar Valdez works with 300-plus clients in every state of Mexico and serves as a mentor to fellow advisors.

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.

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

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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.

Floriano Alencar has 27 years of experience in the financial and insurance profession, starting his career with Mutual of New York in 1997 in Brazil. Alencar joined Pan-American Life Insurance Company in 2005, with a focus on working with high-net-worth clients. For the past 10 years, he has managed international distribution and operations in multiple jurisdictions.

Jesus Rodrigo Alfaro Gutierrez has been an insurance advisor at Seguros Monterrey New York Life since 2015. He has participated in conventions and symposiums and is the recipient of the Legion Centurion Award.

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.

浅井健太郎 - 2014年ソニー生命保険株式会社入社。

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。

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。

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。

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。

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 is a financial services advisor who specializes in international trade and finance. With a degree in international relations and a master’s degree in financial services, Bernal is a multifaceted businesswoman who believes her career is more than a profession — it’s a lifestyle.

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.

Dr. Susan Biali Haasは受賞歴のある医師で、メンタルヘルスを提唱するバーンアウト予防、ストレス管理、レジリエンスの専門家です。パンデミックの初期から不安やうつ病の患者のカウンセリングを行い、現在も軍のリーダーや上級管理職から医師、その他の医療専門家に至るまで、幅広いクライアントに自分の健康をコントロールするよう促しています。ベストセラー作家であり、“Today show,” “Today With Hoda & Jenna,” “BBC World Service”さらに、Chicago Tribune, Washington Post and New York Postで紹介されました。