존  로스 카치아(John Ross Cachia)는 Thriving Wealth의 설립자이자 전략적 자산 상담사입니다. 그는 14세에 재무서비스  분야에서 경력을 시작하여 20세에 자신의 회사를 설립했고, 이후 20명의 직원을 둔 번창하는 기업으로 키워냈습니다. 승계 계획, 세대 간  부의 이전, 행동 코칭 및 확장 가능한 비즈니스 성장에 전문성을 갖춘 카치아는 2024년 FAAA 올해의 상담사를 포함해 50개 이상의  업계 상을 받았으며 호주 최고의 상담사 중 한 명으로 인정받고 있습니다.

커티스 V. 클로크(Curtis V. Cloke, LUTCF, RICP)는 은퇴 업계 분야에서 인정받는 사고의 리더이며, 오늘날 은퇴 교육 및 학계에서 가장 명석한 인물 중 한 명으로 알려져 있습니다. 그는 The American College of Financial Services의 겸임 교수이자 영감을 주는 기조 연설가로서, 전 세계 청중들과 은퇴설계의 기술에 대한 열정, 지식, 사랑을 공유하고 있습니다. 클로크는 2025년 Financial Hall of Fame으로부터 평생 공로상을 수상했으며, 라디오 및 TV 논평 프로그램의 단골 게스트이자 다양한 뉴스 미디어 플랫폼에 소개되었습니다.

사라 헬렌 호건(Sarah Helen Hogan, ACII)은 KBA의 이사이자 소유주이며, 은퇴설계, 기업 재무설계 및 승계 계획을 전문으로 하는 재무 상담사 팀을 이끌고 있습니다. 그녀는 탁월한 리더십과 고객 중심의 서비스로 찬사를 받았으며, 2019 재무 상담 부문 프로페셔널 여성 상담사 어워드(Professional Adviser Women in Financial Advice Awards)에서 노스 웨스트 지역 올해의 팀 리더 및 올해의 재무 상담사로 선정된 것을 비롯하여, 영감과 멘토링에 대한 공로로 다수의 후보 지명을 받았습니다. 호건은 고객 및 그 가족들과 지속적인 관계를 구축하는 것 외에도 수많은 자선 단체에서 활발히 자원봉사를 하고 있습니다.

파노스 렐레다키스(Panos Leledakis, LUTCF)는 25년 동안 재무서비스 분야에 종사해 왔으며 보험 업계의 선구자로 알려져 있습니다. 그는 보험 미래학자이자 디지털 트랜스포메이션, 인공지능, 인터넷 마케팅 전략, 자동화, CRM, 가상 및 증강 현실, 그리고 보험 분야의 최첨단 기술 전문가입니다. 보험 수요 분석 및 재무설계를 위한 두 가지 혁신적인 소프트웨어 솔루션의 개발자인 렐레다키스는 11개의 글로벌 혁신상을 수상했으며, 펜실베이니아 대학교에서 "비즈니스를 위한 AI" 인증을 보유하고 있고, MIT에서 지속적인 연구를 통해 인공지능 분야의 전문성을 더욱더 넓히고 있습니다.

제인 림(Jane Lim)은 Prosper Financial Planning의 창립자이자 이사이며 재무서비스 분야에서 15년 이상의 글로벌 경력을 보유하고 있습니다. 그녀는 고객이 재무적 회복탄력성을 구축하고 경제적 자유를 달성하도록 돕는 데 열정을 쏟고 있습니다. 림은 UNSW에서 MBA를 취득했으며, 2022년 비즈니스 스쿨 학장 공로상을 받았습니다. 그녀는 또한 매쿼리 대학교에서 응용금융학 석사 학위를, RMIT에서 재무설계 경영학 학사 학위를 받았습니다.

에드워드 프랭클린 마셜(Edward Franklin Marshall, APFS)은 재무서비스 분야에서 23년의 경력을 가진, 가치 중심의 종합 재무 상담사이자 Deans Wealth Management의 매니징 디렉터입니다. 그는 2001년 전속 재무 상담사로 시작하여 2004년 독립 재무 상담사로 전향했고, 2006년 Kingsland Wealth Management로 자리를 옮긴 후 2008년 Deans와의 합작 투자에 참여했습니다. 마셜은 2024년 Deans를 인수했으며 7명의 팀을 이끌고 있습니다. 그는 전국 및 지역 BBC 라디오에서 신뢰받는 전문가로 활동하고 있으며, BBC 아침 뉴스와 BBC Politics에 출연하여 다양한 재무설계 주제를 다루었습니다.  

스베틀라나 플리틴 타마비치에네(Svetlana Plitin-Tamaviciene)는 2014년부터 Allianz에서 재무 상담사로 활동하고 있으며, 사업주를 위한 은퇴설계 및 보험 솔루션을 전문으로 합니다. 그녀는 해양공학 학사 학위와 해사법 석사 학위를 보유하고 있으며, 이는 재무설계에 대한 그녀의 전략적이고 체계적인 접근 방식의 토대가 되었습니다.

파레쉬 B. 샤(Paresh B. Shah, CFP)는 PareShah Partners의 대표 이사이며, Merkkuri Wealth Advisors의 CEO입니다. 지난 30년 동안 자산 전략가로 활동해 온 샤는 개인과 기업이 현재를 보호하고 미래를 건설하는 혁신적인 재무 전략을 수립하도록 돕고 있습니다. 그는 연금 및 이익 분배, 자산 보호, 상속설계 및 기업 승계 계획을 전문으로 하며, 토크쇼 "돈과 번영(Money & Prosperity)"을 공동 진행하기도 했습니다. 그의 전문성과 다수의 자선 단체 지원을 포함한 활발한 지역 사회 봉사 활동은 그를 재무서비스 분야에서 신뢰받는 상담사로 만들었습니다.

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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.

진은주 스타웰스 매니저는 KB라이프파트너스에서 근무 중인 6년 경력의 금융 전문가입니다. 사망 보장과 은퇴 설계, 라이프 플래닝 분야의 전문성을 바탕으로 KB라이프파트너스 연도시상을 매년 수상하고 루키 챔피언을 달성했습니다. 이전 경력으로는 해외 사업 마케팅 분야에서 활동한 바 있습니다.

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.

커티스  V. 클로크(Curtis V. Cloke, LUTCF, RICP)는 은퇴 업계 분야에서 인정받는 사고의 리더이며, 오늘날 은퇴 교육 및  학계에서 가장 명석한 인물 중 한 명으로 알려져 있습니다. 그는 The American College of Financial  Services의 겸임 교수이자 영감을 주는 기조 연설가로서, 전 세계 청중들과 은퇴설계의 기술에 대한 열정, 지식, 사랑을 공유하고  있습니다. 클로크는 2025년 Financial Hall of Fame으로부터 평생 공로상을 수상했으며, 라디오 및 TV 논평 프로그램의  단골 게스트이자 다양한 뉴스 미디어 플랫폼에 소개되었습니다.

Robyn Crane, CFP, is a nationally recognized business coach who has impacted more than 31,000 financial advisors. Her proven marketing, sales and client-acquisition systems help advisors consistently grow thriving practices. Organizations like FPA, WIFS, Guardian Life and Prudential rely on her practical strategies and high-energy delivery. Crane’s insights have appeared in Oprah Magazine, Fortune and The Wall Street Journal. Her colorful style, candid approach and track record of results make her a standout voice in the financial industry.

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 beganhis career in financial services 17 years ago at Prudential Assurance MalaysiaBerhad. He graduated with a bachelor’s degree in computing, manages a team of10 and holds the record for the highest number of insurance cases closed in2023.

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데이먼 던(Damon Dunn)은 10명이 함께 사는 방 3개짜리 트레일러에서 자랐으며, 사냥과 낚시로 식량을 해결했습니다. 고등학교 시절, 그는 올스테이트 풋볼 선수였으며 스탠퍼드 대학교에서 장학금을 받았습니다. 재학 중 던은 이스트 팔로 알토 스탠퍼드 여름 아카데미(East Palo Alto Stanford Summer Academy)의 전무이사로 활동하며, 소외계층 라틴계 및 아프리카계 미국인 학생들에게 튜터링과 멘토링을 제공했습니다. 졸업 후, 그는 NFL의 Jacksonville Jaguars, Cleveland Browns, New York Jets, Dallas Cowboys에서 선수로 활약했으며, 부상으로 인해 인생이 바뀐 아이들을 지원하기 위해 파이팅 자이언츠 미니스트리(Fighting Giants Ministry)를 설립했습니다. 현재 그는 사간 사인 탤런트(Sagan Sign Talent)의 CEO입니다.

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,is an executive senior manager with more than 10 years of experience infinancial planning. Since joining Great Eastern Financial Advisers Singapore in2014, she has been driven by her passion and conviction to build lifelongrelationships with clients and journey with them through different phases oftheir lives. She holds a bachelor’s degree in business, specializes in wealthprotection and holistic financial planning, and is an active member of MDRT’sMembership Communications Division. She has also spoken at company and industryevents.

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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.