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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레지나 베도야(Regina Bedoya, CLU, ChFC)는 은퇴 및 보험 설계 전문 재무컨설팅 회사인 RB Financial Services의 사장입니다. 2020 MDRT 회장을 역임했으며 MDRT 재단 플래티넘 나이트로서, 이너 서클 소사이어티의 회원으로도 활동하고 있습니다. MDRT 내에서 베도야의 자원봉사 활동에는 연차총회 및 국제 산업 컨퍼런스에서의 강연과 다양한 위원회 활동도 포함됩니다. 그녀는 Irvin Konter Award와 American Free Enterprise Companion Medal을 수상했으며 Prudential Palm Beach의 올해의 에이전트로 두 번 선정되었습니다.

토니 고든(Tony Gordon)은 재무서비스 분야에서 가장 성공적이고 잘 알려진 상담사 중 한 명입니다. MDRT 전임 회장이자 50년 이상의 업계 경험을 바탕으로 고든은 자신의 광범위한 지식을 활용하여 다른 상담사를 멘토링하고 전 세계 청중과 자신의 아이디어와 열정을 공유합니다.

티안 렁 종(Thian Lung Jong)은 2006년 AIA에 입사하여 2008년에 부서 관리자로 승진했습니다. “단순함(Simplicity)을 집필하고 “마인드셋 플레이북(The Mindset Playbook)”과 “말레이시아 빅 딜(Malaysia Big Deals)”을 공동 집필했으며, 그의 성과를 기반으로 여러 상을 받아왔습니다. 종은 MDRT 회원으로 폭넓은 자원봉사 활동을 하며 MDRT 프로그램 일반 준비 위원회와 MDRT 재단에서 다양한 역할을 수행하였고 MDRT 글로벌 앰배서더로서도 활동했습니다. 또한 MDRT, 에이전시 관리자 컨퍼런스 및 기타 재무서비스 조직을 대상으로 수많은 강연을 진행했습니다.  

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스티브 배클리(Steve Backley)는 세계 기록을 세 번이나 갱신한 후 세계 1위 창던지기 선수로써 해당 스포츠 역사상 위대한 선수 중 한 명으로 자리 잡았습니다. 선수 생활 중 심각한 좌절을 겪었음에도 배클리는 15년 이상 영국 국가 대표팀이었고, 3번의 올림픽에서 메달을 획득한 유일한 영국 육상 선수이며, 1990년에는 올해의 육상 선수(World Athlete of the Year)로 선정되었습니다.

로저 블랙(Roger Black)은 유럽 선수권, 영연방 선수권, 세계 선수권 금메달을 포함하여 400미터와 4x400미터 계주에서 15개의 주요 선수권 메달을 획득한 것으로 유명한 전 운동선수입니다. 블랙은 영국과 잉글랜드를 대표하여 국제 경기에서 성공적인 선수 생활을 하며 많은 장애물을 극복했습니다.

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이안 그린(Ian Green, Dip PFS)은 2021년 MDRT 회장이었으며, 2017년 TOT 글로벌 위원회 위원 및 자문위원회 체어였습니다. 런던에서 독립적인 재무설계 회사를 운영하고 있는 그는 전인격(Whole Person) 개념을 지지합니다. 그가 이룬 성공의 대부분은 MDRT에서 배운 것들에서부터 시작되었습니다.

Tim Grover is a worldwide keynote speaker and consultant, teaching business leaders, athletes and elite achievers across various industries the principles of relentless ambition, results-driven performance and mental toughness. Grover is author of the national bestseller “Relentless: From Good to Great to Unstoppable” and creator of the digital training platform, The Relentless System. A featured columnist for Sports Illustrated and Yahoo, Grover also appears on media outlets such as ESPN and Fox Sports and was named one of Real Leaders’ top 50 keynote speakers in the world for 2022.

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Natalie Hales is a brand strategist who helps financial advisors across the U.S. and Canada establish their expertise, build their brand and connect with their ideal clients. With more than a decade of financial marketing experience, Hales’ unique expertise was honed through her work with renowned companies like Canada Life. Personally touched by the transformative impact of financial guidance, Hales is devoted to amplifying advisors' potential and establishing them as unrivaled experts for their target audience.

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.

데이비드 배첼러(David Batchelor, Dip PFS, CFP)는 상속설계와 투자 관리에 주력하며 상담사, 회계사, 변호사 등으로 구성되어 다각적인 서비스를 제공하는 윌스앤트러스츠 웰스 매니지먼트(Wills & Trusts Wealth Management)의 창립자입니다. 그는 스트래티직 코치(Strategic Coach Inc.)에서 영국 내 수석 코치를 맡고 있으며, 영국에서 여러 재무 상담사를 위해 일하는 투자 관리 회사인 트러스트 DFT(Trust DFM)의 창립자이기도 합니다.

사이먼 존 깁슨(Simon John Gibson, Dip PFS)은 MDRT와 기타 여러 컨퍼런스에서 연설한 경험이 있는 국제적으로 인정받는 강연자입니다. 그는 18세의 나이에 고객 상담을 시작했습니다. 그는 현재 영국에서 성공적인 재무서비스 사업체를 운영하고 있습니다.

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D. 카일 앳킨스(D. Kyle Atkins, CLU, CFP)는 재무 서비스 업계에서 39년 이상의 경력을 보유하고 있으며, 스트래티직 코치(Strategic Coach), 스파탄버그 로터리 클럽(Spartanburg Rotary Club) , NAIFA 등 여러 전국 및 지역 프로페셔널 단체의 회원으로서 활발한 활동을 하고 있습니다.

캐롤라인 A. 뱅크스(Caroline A. Banks, FPFS)는 2015년 MDRT 회장으로 활동한 경험을 갖고 있습니다. 뱅크스는 영국에서 처음 영예로운 차터드 재무설계(Chartered Financial Planning)로 인정받은 기업 중 하나에서 상무이사로 활동하고 있으며, 전체적인 시각에서의 재무설계를 전문으로 다루고 있습니다. 더불어 국제적인 단체인 트러스트 및 에스테이트 관련 업계인 소사이어티(STEP, Society of Trust and Estate Practitioners)의 회원이기도 합니다.

마크 J. 한나(Mark J. Hanna, CLU, ChFC)는 2017년 MDRT 회장으로 역임했으며, 2007년에는 TOT 체어로 활동했습니다. 또한, MDRT 재단의 로열 오더 엑스칼리버 나이트 및 이너 서클 소사이어티의 회원으로도 활동하고 있습니다.

호주 퀸즐랜드 브리즈번의 로스 밴더울프(Ross Vanderwolf, CFP)는 2019년에 MDRT 회장으로 활동했습니다. 또한, 그는 MDRT 재단의 플래티넘 나이트이며, 이너 서클 소사이어티의 회원이자 이사회의 일원으로도 활동하고 있습니다. 밴더울프는 재무 설계 분야의 모든 서비스를 제공하는 회사인 로스가드 파이낸셜 파트너스(Rothgard Financial Partners)의 상무이사입니다. 밴더울프는 MDRT 회원으로 활동하는 동안, 여러 위원회에 참가했습니다. 그는 호주에서 가장 신뢰받는 재무 설계사(Australia’s Most Trusted Financial Advisers) 선정이 시작된 해인 2014년에 그중 한 명으로 선정된 바 있습니다.

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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.