Anthony Matthews Jones, BSc (Hons), QFA, is a sought-after speaker who has presented at MDRT events as well as other major conferences all over the world. He is an active MDRT member and is passionate about sharing his expertise and strategies with his fellow financial advisors.

Anthony Matthews Jones, BSc (Hons), QFA, is a sought-after speaker who has presented at MDRT events as well as other major conferences all over the world. He is an active MDRT member and is passionate about sharing his expertise and strategies with his fellow financial advisors.

Priti Ajit Kucheria, LUTCF, CFP, is the founding principal of Kucheria Financial Services LLP, a family office offering comprehensive financial planning services. As the top producer of her company for 24 years, Kucheria has received several awards for her accomplishments and has presented at many company events worldwide, inspiring and sharing her strategies with her fellow advisors. Kucheria has also served in various leadership roles on several committees and task forces for MDRT, including as Global Council Member of MCC and Trustee of the MDRT Foundation.

S. Indresh Kumar Jain is an experienced financial professional recognized for his commitment to collaborative growth and development within the financial services profession. He is known for his expertise in creating and leading successful study groups, where he emphasizes the importance of goal-sharing, mutual guidance and the exchange of practice management ideas. Kumar Jain advocates for the use of structured systems to foster higher performance.

Plabita Priyadarshi is chief advisor at Kotak Life Insurance Company Ltd. and has been in the financial services profession for 21 years, specializing in annuities and mutual funds. Priyadarshi is an active MDRT member and has received numerous awards for her accomplishments, such as being named Topmost Advisor at her company since 2005 and as one of the top 100 women in finance by the Association of International Wealth Management of India.

Gail Singh, CIAM, FCCA, is a financial strategist and chief executive officer of GMS Associates International Ltd. (incorporated with Guardian Life of the Caribbean Ltd). With more than 30 years of experience in auditing, accounting and finance, Singh is a certified chartered accountant, a certified quality manager, project management professional and a chartered insurance agency manager. She has received awards for Leadership in Quality Excellence and Outstanding Financial Strategy. Passionate about financial empowerment, Singh is dedicated to helping individuals and organizations pivot with purpose, plan strategically and achieve lasting success.

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Luis Arturo Juárez Morales is managing partner at Arpro Seguros. Throughout his 15-year successful career as an insurance agent, he has specialized in estate planning. Previously, he held key management roles at Zurich Financial Services and Grupo Financiero Interacciones, among others. Over the past 12 years, Juárez Morales has established himself as New York Life Mexico's top agent.

Minoru Kanai is an executive life planner at Prudential Life Insurance Company. With a 20-year career in the life insurance business, he specializes in estate/inheritance planning, business succession and employee benefits, particularly for business owners. Before joining the business, he worked for a medical device manufacturer, specializing in the cardiovascular field. The experience he cultivated in the medical field helped him transition to his life planning role, supporting his clients personally and their business continuity. He is a recipient of the Prudential Life Insurance Company's Kiyo Sakaguchi Golden Heart Memorial Award and his company-wide Core Value Award. He is a graduate of Sapporo Gakuin University, Faculty of Law.

강수현 회원은 미래에셋금융서비스 소속의 전문 컨설턴트입니다. 생명보험 컨설팅과 자산 관리 포트폴리오 분야를 전문으로 하며, 재무서비스 업계에서 8년간 경력을 쌓았습니다.

신한라이프 E-파트너 및 FEEL 컨설팅 대표. 종합금융투자자산관리사(ChFC) 자격을 보유하고 있으며, 온라인 상담 및 재무 설계 분야의 전문가입니다. 한국FP협회 FP 컨퍼런스 2022년과 2025년 강연자로 참여했으며, 재무서비스 업계에서 14년간 경력을 쌓았습니다.

Jocelyn Kau is a five-time MDA award recipient. She is a senior wealth director at Prudential Financial Advisers Singapore, with 13 years of experience in financial services and eight in leadership. She holds an IBF Level 3 certification and leads a team of eight advisors, specializing in recruitment and Gen Z talent development.

Jocelyn Kau is a five-time MDA award recipient. She is a senior wealth director at Prudential Financial Advisers Singapore, with 13 years of experience in financial services and eight in leadership. She holds an IBF Level 3 certification and leads a team of eight advisors, specializing in recruitment and Gen Z talent development.

Jocelyn Kau is a five-time MDA award recipient. She is a senior wealth director at Prudential Financial Advisers Singapore, with 13 years of experience in financial services and eight in leadership. She holds an IBF Level 3 certification and leads a team of eight advisors, specializing in recruitment and Gen Z talent development.

Diana Ng, B Bus, ChFC, is a 12-year MDRT member with three Court of the Table qualifications. With 15 years in financial services and a decade of corporate marketing experience, she brings strategic insight to her work. As a director at Prudential Assurance Company Singapore, Ng specializes in financial wellness and estate planning, leads a team of 19 advisors, and is passionate about developing confident, purpose-driven leaders.

Agnieszka Surowik is an expert in financial risk transfer, specializing in life and health protection, retirement solutions, business succession and cross-insurance for companies — integrating strategy with values and long-term responsibility. With 18 years of management and leadership experience and seven in sales, Surowik advanced from advisor to director to sales trainer within five years of joining the financial services profession. She achieved MDRT in her second year and is now an MDRT Center for Field Leadership member, supporting dozens of advisors in their development through the Millionaire Club at Prudential Poland.

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R.J. Kelly, AEP, MSFS, is thefounder and chief visionary officer of Wealth Legacy Group Inc., a firm thatspecializes in meeting the diverse needs of successful entrepreneurs,professionals and their families. His strengths and talents lie in his abilityto quickly grasp complicated and delicate situations, communicate complex ideasin easy-to-understand ways, and find integrated solutions for clients throughholistic and multidisciplinary methods that other advisors often overlook,dismiss or simply are not aware of.

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캐롤 컹(Carol Kheng, ChFC)은 2026 MDRT 직전회장이며, 2022년부터 MDRT 집행위원회에서 다양한 역할을 수행했습니다. 2019년 MDRT 글로벌 컨퍼런스 프로그램 일반 준비 디비전의 디비전 부회장, 2009년 MDRT 회원 리소스-실무 관리 디비전의 디비전 부회장을 지낸 바 있습니다. 또한 다이아몬드 나이트(Diamond Knight)로서 MDRT 재단 이사회의 일원으로 활동했습니다. 현재 프루덴셜 싱가포르(Prudential Assurance Company Singapore)의 마스터 재무 컨설턴트로 재직 중이며 프루덴셜 내 MDRT 클럽의 창립 위원 겸 의장을 역임했습니다.

김대희 회원은 신한라이프 생명보험 소속의 General Partner이자 Sales Leader입니다. 신한 MDRT 운영위원회 MDRT DAY 분과 위원장으로 활동하고 있으며, 주요 전문 분야는 손해보험과 생명보험을 아우르는 재무설계 및 위험 관리입니다. 생명보험협회 우수인증설계사로 선정되는 등 탁월한 모집 질서 준수와 성과를 인정받았습니다.

김정환 회원은 재무서비스 업계에서 활동하는 전문가입니다. 자산 이전과 상속 및 증여 설계 분야의 풍부한 실무 경험을 보유하고 있으며, 특히 전문직과의 협업을 통한 통합 솔루션 제공을 전문으로 합니다. 또한 글로벌 자산 배분과 달러 기반의 은퇴 설계 전략을 통해 고액 자산가들을 위한 최적의 재무 관리 서비스를 제공하고 있습니다.

김선후 강연사는 혁신적인 고객 네트워킹 전략으로 인정받는 헌신적인 금융 전문가입니다. 자신의 전문 역량과 개인적인 관심사/취미를 결합해 고액자산가 시장에서 성공적으로 영향력을 확대해 왔습니다. 그의 접근 방식은 공통 관심사를 활용해 진정성 있는 관계를 구축하고 전문가로서의 신뢰도를 높일 수 있음을 보여줍니다.

김준영 회원은 5년 경력의 재무 전문가입니다. 7년간의 투자 업무와 5년간의 보험 업무 경험을 바탕으로 거시 경제 및 투자전략 수립을 전문으로 합니다. 이전에 LG그룹 홍보/대외협력그룹 비서팀 업무지원실에서 근무 했습니다.

Chi-Chin Kuan serves as business assistant manager at Nan Shan Life Insurance with nine years of experience. His expertise spans comprehensive risk planning, retirement strategies and multigenerational wealth transfer.

Priti Ajit Kucheria, LUTCF, CFP, is the founding principal of Kucheria Financial Services LLP, a family office offering comprehensive financial planning services. As the top producer of her company for 24 years, Kucheria has received several awards for her accomplishments and has presented at many company events worldwide, inspiring and sharing her strategies with her fellow advisors. Kucheria has also served in various leadership roles on several committees and task forces for MDRT, including as Global Council Member of MCC and Trustee of the MDRT Foundation.

S. Indresh Kumar Jain is an experienced financial professional recognized for his commitment to collaborative growth and development within the financial services profession. He is known for his expertise in creating and leading successful study groups, where he emphasizes the importance of goal-sharing, mutual guidance and the exchange of practice management ideas. Kumar Jain advocates for the use of structured systems to foster higher performance.

Tzu Hao Kuo served as the president of Taishin Life's 26th MDRT Promotion Association in 2024 and was a speaker at the 2023 MDRT Annual Meeting. He graduated from Ming Chuan University with a degree in accounting and is currently business director of the Primer Elite Team at Taishin Life Insurance, bringing 21 years of insurance experience with specialized expertise in financial, tax and risk management.

밍훙라이(Ming Hung Lai, RFC)는 현재 푸에다(Fueda) 보험 중개 법인의 지역 매니저로 재직 중입니다. 보험 업계 경력 22년의 그는 개인 자산 승계, 부부 및 가족 자산 관리, 부동산 분배 및 상속, 세무 컨설팅, 신탁설계 및 은퇴설계를 전문으로 합니다. 또한 그는 전인적 삶의 가치를 전파하는 데 헌신하고 있으며, 대만 마약 퇴치 협회의 마약 예방 교육 자원봉사 강사로도 활동하고 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.

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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

Natchanath Limpichai, BA, is a regional manager of Dynamic Group at Chubb Life Assurance Public Co. Ltd. and the founder and CEO of Beyondsynergy, as well as the founder of the Wealthmate application. She has more than 14 years of experience in life insurance and financial planning, with areas of expertise in financial planning, advisor business development and professional standards enhancement. She serves as a committee member and curriculum working group member of GAMA Thailand and is a financial planning speaker for educational institutions. She has received the GAMA Award and the Thailand National Quality Award for professional excellence.

Mei Hung Lin, CFP, serves as independent marketing director at Cathay Life Insurance with 27 years of distinguished service. Her achievements include the international trip qualifications for top producers, Overseas Peak membership and the IDA International Silver Dragon Award. Lin holds a master's degree.

Heather Lindsley, LUTCF, RICP, is a financial advisor and the owner of Guided Path Financial Services and Retirement Planning. She began her career in financial planning in 2004 with a captive insurance company and then moved to the independent world in 2013. She considers herself to be a holistic planner, making sure her clients’ entire financial forecasts are considered. She recently achieved MDRT Foundation Excalibur Knight Legion of Honor status and serves as Vice President of the MDRT Foundation Board of Trustees.