Danny O’Connell, MBA, is CEOof Next Level Insurance Agency, where he focuses on company-sponsored employeebenefits. He has built two insurance practices, started his own agency in 2016and has received numerous industry awards. With more than a decade ofexperience volunteering for Top of the Table, O’Connell has served as Top ofthe Table Global Council Member and Advisory Board Chair in 2024 and DivisionalVice President of the Top of the Table Annual Meeting in 2023.

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재무서비스 업계에서 21년간 활동해 온 전문가이며, 현재 메트라이프생명의 대표FSR을 맡고 있습니다. 주요 전문 분야는 개인 및 법인 고객을 위한 재무설계입니다. 성균관대학교 대학원에서 경영학 석사 학위를 취득했습니다.

Nami Oishi joined Gibraltar Life Insurance Co., Ltd. in April 2009, following her mother's retirement after 30 years with the company. She was a care-manager in the nursing care field. Her father also worked for Japan Post Insurance. She focuses on the school market and mentors junior colleagues. She volunteers at experiential classes held at venues for the Para Football Festivals and soccer events for people with disabilities to deepen understanding of people with physical challenges.

Ayumu Okabe is an executive life plan consultant at Gibraltar Life Insurance Company. He has 15 years of experience in the business and specializes in inheritance/estate planning and business continuity consulting. Before joining the business, he held a sales position at an advertising agency. Okabe won 13 company awards and graduated from Rikkyo University, Department of Economics and Faculty of Economics.

Mitsuhiro Okazaki joined Sony Life Insurance Company in 2015. He focused on individual business as a life planner for five years while also being involved in the succession of his father’s business. The experience of learning from his father’s succession planning helped him expand into the business insurance market, serving as a sounding board to thoroughly understand the owner's vision and supporting business continuity. He was previously a systems engineer and a project manager.

마크 D. 올슨(Mark D. Olson, CFP, MSFS)은 기업 임원, 사업주 및 전문직 종사자를 위한 맞춤형 종합 재무 및 은퇴설계를 전문으로 합니다. 30년 넘게 고객의 재무 코치이자 옹호자로서 그들이 재무적 마음의 평화를 찾도록 도왔습니다. 그는 은퇴를 준비하거나 인생의 새로운 장을 막 시작하는 사람들과 일하는 것을 즐깁니다.

Sydney Janett Ornelas, AAMS, is a financial and wealth advisor at Seguros Monterrey New York Life. With four years in the financial industry, she has won several awards and been named a member of her company's Legion Centurion Club.

Mathew Page is the founder of Sprout Financial Services and has worked in the profession for 19 years, specializing in helping professionals and business owners with life, health and income protection planning. He is also passionate about mentoring other advisors and building strong client relationships through clear, practical advice. With a background in business ownership, Page is known for bringing structure, energy and a bit of humor to everything he does.

Papassorn Paisan is a life insurance advisor with Bangkok Life Assurance Public Co. Ltd. She has more than six years of experience in life insurance and financial advisory services. Her expertise focuses on health planning and designing coverage solutions that support clients’ long-term needs. Her professional achievements include recognition for riders performance, earning the highest riders premium award in 2022 and ranking second in riders premium in 2024. She holds a bachelor’s degree and is committed to continuously enhancing professional knowledge and service standards.

Craig Palfrey, CFP, is founder of Penguin Wealth, a firm based on practical strategies and clear communication — from team leadership and branding to generational wealth transfer and AI adoption — which has laid the foundation for their culture, growth and client loyalty. Palfrey has strong expertise on topics such as behavioral finance and trust planning and has built a reputation for blending professional expertise with humor and storytelling that makes complex topics accessible.

Aileen Mari Palmes is a financial advisor at Insular Life, with 12 years of experience in the life insurance profession. Having a background in the hospitality industry, she is known for combining service and authenticity to build lasting client relationships. Her expertise lies in service-led growth strategies, client retention and insurance portfolio cleanups. Through this unique approach, she has doubled her business and continues to mentor fellow advisors in building authentic, scalable practices.

Aileen Mari Palmes is a financial advisor at Insular Life, with 12 years of experience in the life insurance profession. Having a background in the hospitality industry, she is known for combining service and authenticity to build lasting client relationships. Her expertise lies in service-led growth strategies, client retention and insurance portfolio cleanups. Through this unique approach, she has doubled her business and continues to mentor fellow advisors in building authentic, scalable practices.

Katarzyna Pilczuk is a financial advisor, team leader and trainer with more than 15 years of experience in the financial services profession. She specializes in working with premium clients, increasing sales effectiveness and developing strong advisory teams while also mentoring advisors and building leaders. As founder and former president of the Polish Association of Recommended Insurance Advisors, Pilczuk helped increase MDRT membership in Poland more than tenfold in five years.

Jarmila Somolányiová has 18 years of experience in the financial services profession, specializing in financial analysis and planning, cash flow management, insurance, investments, mortgages, and the strategic and creative planning of personal portfolios. Somolányiová was ranked No. 1 VIP consultant at Partners Group for 2023, in the top 10 in personal production for 2024 and has been the first Slovak speaker at various industry events. She is also currently enrolled in MBA studies for digital marketing, with a focus on building a personal brand.

Cynthia Siew Leng Wee has more than 24 years of experience across global financial markets, specializing in international succession planning, cross-border wealth structuring and sophisticated insurance solutions for ultra-high-net-worth families. A regular keynote speaker at international wealth management conferences and exclusive family office forums across Asia, Wee’s dual expertise spans family office advisory services and insurance practice operations in a competitive wealth management landscape.

헬렌 파파게니스(Helen Papagiannis) 박사는 몰입형 기술 분야에서 세계적으로 인정받는 사상적 리더로서, 인공지능, 공간 컴퓨팅, 최첨단 기술 및 이러한 기술의 혁신적인 영향에 대한 전문성을 가지고 있습니다. 그녀의 연구는 첨단 기술과 다양한 산업 분야의 요구를 연결하여 인공지능, 확장 현실(XR), 뇌-컴퓨터 인터페이스의 미래에 대한 설득력 있는 통찰력을 제공합니다. 그녀는 베스트셀러인 "증강 인간: 기술이 새로운 현실을 만드는 방법(Augmented Human: How Technology is Shaping the New Reality)"의 저자이자 체험형 소매, 고급 라이프스타일, 팝 문화에 초점을 맞춘 컨설팅 회사인 XR GOES POP의 설립자입니다.

인카금융서비스 본부장. 종합금융투자자산관리사(ChFC), 펀드투자상담사, 증권투자상담사 자격을 보유하고 있으며, 보장 자산 설계, 은퇴 설계, 재무 컨설팅 분야의 전문가입니다. 재무서비스 업계에서 16년간 경력을 쌓았으며, PCA생명에서 디렉트 컨설턴트로 활동하며 플래티넘 연도대상을 수상하고, 미래에셋생명에서 전문 컨설턴트로 활동했습니다.

Phasit Pasukulpun is a comprehensive financial planning specialist with more than eight years of experience. He currently serves as a life insurance advisor with AIA Thailand and an investment advisor with Finnomena. His expertise includes designing life insurance solutions and mutual fund investment strategies. Previously, he worked as an investment advisor at Robowealth, providing advisory services across diversified portfolios. He holds a bachelor’s degree in banking and finance from the Faculty of Commerce and Accountancy, Chulalongkorn University, and is committed to continuously advancing professional standards in financial advisory services.

수라웃 파타나반딧(Surawut Pattanabandit)은 현재 AIA 태국 지사의 지역 이사로 재직 중이며, 금융 서비스 업계에서 29년 이상의 경력을 보유하고 있습니다. 그는 고액 자산가 고객에게 기획 및 컨설팅 서비스를 제공하는 전문가입니다. 그는 10년 이상 연속으로 태국 올해의 에이전트 상을 받았는데, 이는 그의 경험, 전문성, 명성, 그리고 탁월한 직업 윤리에 대한 확고한 헌신을 반영합니다.

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로버트 페일러(Robert Paylor)는 대학 럭비 전국 선수권 대회에 출전하여 운동선수로서 최고의 순간을 경험하던 중, 심각한 척수 손상을 입어 목 아래로는 아무것도 움직이거나 느낄 수 없게 되었습니다. 꺾이지 않는 비전과 수년간의 끊임없는 결단력을 통해, 페일러는 UC 버클리 하스 경영대학원에서 학위를 받기 위해 일어섰고, 현재는 약 457미터를 걸을 수 있습니다. 그의 메시지는 조직과 개인이 자신의 업무에서 목적의식을 찾고 자신을 마비시키는 요소를 파악하고 극복하며, 가장 어려운 도전 속에서도 긍정적 태도와 감사하는 마음을 유지하며 팀의 회복탄력성을 온전히 활용하도록 자극합니다.

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.

Katarzyna Pilczuk is a financial advisor, team leader and trainer with more than 15 years of experience in the financial services profession. She specializes in working with premium clients, increasing sales effectiveness and developing strong advisory teams while also mentoring advisors and building leaders. As founder and former president of the Polish Association of Recommended Insurance Advisors, Pilczuk helped increase MDRT membership in Poland more than tenfold in five years.

Alejandro German Pisano is the founder and CEO of Startup Group Consultores en Seguros, a brokerage firm specializing in personal and group insurance. He started his career in the insurance industry more than 3 decades ago as an independent insurance advisor. Throughout his prominent career, he has received numerous awards from leading insurance companies. In addition to his role as an agent, Pisano is a lecturer and mentor to insurance agents, sharing his extensive knowledge and experience. He currently serves as MDRT Company Chair for Life Seguros.

Svetlana Plitin-Tamaviciene has been a financial advisor atAllianz since 2014, specializing in retirement planning and insurance solutionsfor business owners. She has a bachelor’s degree in maritime engineering and amaster’s degree in maritime law, which shaped her strategic and disciplinedapproach to financial planning.

마크 폴록(Mark Pollock)은 리더와 팀이 회복탄력성을 구축하고 성과를 최적화하며 효과적으로 협력하여 생각했던 것 이상의 성과를 달성하도록 영감을 줍니다. 1998년 시력을 잃었음에도 굴하지 않은 폴록은 어드벤처 선수가 되어 초장거리 레이스에 출전했으며, 시각 장애인 최초로 남극점에 도달했습니다. 2010년 낙상으로 마비가 된 이후, 그는 마비 치료를 돕기 위해 1억 달러 이상의 협력 프로젝트를 주도해 왔습니다. 그는 윙스 포 라이프(Wings for Life) 앰버서더이자 크리스토퍼 & 다나 리브 재단(Christopher & Dana Reeve Foundation) 이사를 역임했으며, 다큐멘터리 "블라인드 맨 워킹(Blind Man Walking)"과 "언브레이커블: 마크 폴록 스토리(Unbreakable — The Mark Pollock Story)"의 주인공이기도 합니다.

Thomas Pourlidas has been an insurance agent with NN Hellas since 2005, specializing in financial and insurance planning advisory services. He holds financial planning certifications SQF levels 3 and 4 from EFICERT, as well as a diploma in sales management from the University of Piraeus and the Hellenic Insurance Institute EIAS. He is a long-standing member of the Circle of Successful Life Insurance Agents and Hellenic Financial Planners Association and received the “G. Skalingos” award for ethics in 2014, the highest distinction given to professionals who demonstrate exceptional integrity, professionalism, collegial spirit and outstanding performance.