줄리 Y. 맥닐리(Juli Y. McNeely, CFP, CLU)는 고객에게 재무서비스를 제공하는 어머니와 아버지를 보고 자라 재무서비스 업계에 익숙해질 수 있었습니다. 현재는 아버지가 설립한 독립 회사인 Financial Clarity by Design을 소유하고 있으며, 개인 코칭 사업체인 Juli McNeely Consulting LLC도 사세를 확장하고 있습니다. 2014년에 NAIFA 최초의 여성 회장이 되었고 2015년에는 WIFS 올해의 여성 상을 수상했습니다. 또한, 2016년에는 를 출간했습니다.

Jazmín Veneranda Medrano Torres has seven years of experience as an insurance agent at Seguros Monterrey New York Life. She holds a bachelor’s degree in law and international affairs, and has served as a family court defender, a court clerk in a family court and as a government officer. With specialties in major medical expenses and retirement plans, Medrano Torres has received recognition for her accomplishments, such as being the Grand Diamond and Three Diamond Convention winner for major medical expenses and Two Diamond Convention winner for all insurance lines.

Xiao Yan Holly Miao is the founder of Sunnylife 1618 Financial Inc., and the co-founder and CEO of Sunnylife Prosperity. With master’s degrees in management and law, Miao has 10 years of experience in the financial services profession and has received multiple awards for her accomplishments.

Jun Mikawa has a 15-year career with Prudential Life Insurance Company, Japan, and holds a degree in political science from Keio University School of Law. He previously worked for Fujitsu Ltd. and has received many accolades for his accomplishments, including the President’s Cup Award and Branch Core Value Award among others.

Paul Milbourne is the owner of Milbourne Insurance Solutions, a specialist insurance advice firm that provides financial security through personal insurance contracts for business owners and executives. As a leading life risk advisor with more than 24 years in financial services, Milbourne has built advice businesses, run one of the largest risk-only businesses for a large, mid-tier accounting firm and is now building his own firm again. He holds an advanced diploma in financial planning and has facilitated some of the largest life, TPD, critical illness and income protection insurance claims in his country.

Toshihiro Mishima is a Life Planner of Prudential Life Insurance Company.

Dana Mitchell, CFP, CLU, is principal of Basis Wealth, a financial planning firm. With more than 20 years of experience, Mitchell works with clients to build their wealth while protecting what matters most to them.

Dana Mitchell, CFP, CLU, is principal of Basis Wealth, a financial planning firm. With more than 20 years of experience, Mitchell works with clients to build their wealth while protecting what matters most to them.

Dana Mitchell, CFP, CLU, is principal of the financial planning firm Basis Wealth. With more than 20 years of experience, Mitchell works with clients to build their wealth while protecting what matters most to them.

Ana Daniela Morosanu is a unit manager at Metropolitan Life Romania. She has been in the financial services profession for 24 years and has served as a leader for 22 years. As a manager of 10 direct agents, Morosanu specializes in growing sales teams and has helped hers achieve multiple sales awards. She holds a master’s degree in mathematics from the University of Bucharest and earned the MDRT Culture of Excellence Platinum Agency Award in 2023.

Ana Daniela Morosanu is a unit manager at Metropolitan Life Romania. She has been in the financial services profession for 24 years and has served as a leader for 22 years. As a manager of 10 direct agents, Morosanu specializes in growing sales teams and has helped hers achieve multiple sales awards. She holds a master’s degree in mathematics from the University of Bucharest and earned the MDRT Culture of Excellence Platinum Agency Award in 2023.

Augustine Seah, BSc, started his agency when he was 26 and now leads a team of nearly 70 consultants and staff members. He strongly believes that cultivating young leaders in the industry is key to fostering agency growth and success. Seah has received numerous awards over the years, including the President’s Club Award, the Multimillion-Dollar Agency Leader Award and the Million-Dollar Agency Leader Award.

Chris Stark, FICF, CLTC, has been in the financial services profession for 11 years, serving as a general agent for eight years. He manages 16 field agents, specializes in recruiting and training his team, and received the MDRT Culture of Excellence Platinum Agency Award in 2024.

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케이트 모이니한(Kate Moynihan)은 수상 경력 빛나는 전략적 리더로, 도움이 필요한 지역 사회의 삶의 질 개선을 위해 기초 의료 서비스에 대한 접근성 확대와 오래 유지될 수 있고 효과적인 설루션 제공에 헌신하며 큰 신뢰를 받고 있습니다. 그는 2017년 이래로 고품질 시력 관리 접근성 확대에 주력하는 비영리 단체인 세바 재단의 대표 이사로 일하고 있습니다. 세바 재단은 모이나한의 지휘 아래, 시력의 가치에 대한 획기적인 연구에 기여했으며, 의료 서비스를 이용하기 어려운 수백만 명을 위해 시력 회복뿐 아니라 사회경제적 기회 확대를 꾀하는 지속 가능한 프로그램을 만들기 위한 접근법을 발전시켰습니다.

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Montserrat Mureddu Gonzalez is an organizational psychologist specializing in personal finance management from Tecnológico de Monterrey. She is also an insurance advisor and a certified personal finance coach. With six years of experience in the financial services profession, Mureddu Gonzalez has focused on family finances and estate planning for business families. As an insurance advisor, she has received several prestigious awards from her company for her exceptional performance.

Takashi Muto is an executive life plan consultant at Gibraltar Life Insurance. He has 18 years of experience in the business and 99% of his market is individuals.

Ayumu Nakajima began his career at a property and casualty insurance company, specializing in sales promotion in the corporate market. He was later tasked with developing sales representatives to become professional general agents. He registered to sell life insurance in April 2015 and focused on business insurance market. With a total of 34 years of experience in the insurance business, he is the leading agent in the General Agency.

Gustavo Alberto Nava Reynoso is a professional insurance advisor at MetLife Mexico. Throughout his 10 years of experience in the financial services profession, Nava Reynoso has specialized in life insurance and major medical expenses, and his excellent performance has earned him awards, such as National and International Conventionist, Regional Life Insurance Champion as a novice advisor in 2014 and National Life Insurance Champion in 2017.

Gustavo Alberto Nava Reynoso is a professional insurance advisor at MetLife Mexico. Throughout his 10 years of experience in the financial services profession, Nava Reynoso has specialized in life insurance and major medical expenses, and his excellent performance has earned him awards, such as National and International Conventionist, Regional Life Insurance Champion as a novice advisor in 2014 and National Life Insurance Champion in 2017.

Mariant Carolina Navarro Protzel began her financial services career in 2016. As an independent advisor for Seguros Monterrey New York Life, Navarro Protzel serves as a member of the regional board of advisors for the company. She has been in the top 1% in sales in Mexico for three years. As an MDRT member, she has participated as a speaker for a ConneXion Zone session and a Focus Session.

재슬린 응(Jaslyn Ng, CLU, ChFC/S)은 Prudential Singapore의 재무서비스 부문 이사로서 수백만 달러 규모의 에이전시를 이끌고 있습니다. 그녀는 지난 7년 동안 아시아 올해의 보험 에이전트, 올해의 엘리트 여성, 올해의 디지털 에이전트/리더 등 많은 상을 받았습니다. 응은 80개 이상의 국제, 지역, 현지 플랫폼에서 동료 상담사들과 경험을 공유했습니다. 그녀는 또한 각 분야에서 지속적으로 인사이트를 공유하고 대화를 이끌며 청중을 참여시키는 선별된 전문가들에게 주어지는 LinkedIn Top Voice로 선정되었습니다.

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존 F. 니콜스(John F. Nichols, MSM, CLU)는 2025 MDRT 제1부회장이며, COT를 20회, TOT를 18회 달성한 25년 차 MDRT 회원입니다. 니콜스는 2020년 MDRT 멤버십 디비전 글로벌 위원회 위원, 2019년 회칙 및 윤리위원회 체어를 지낸 바 있습니다. 2022년에는 로열 오더 엑스칼리버 나이트(Royal OrderExcalibur Knight) 및 이너 서클 소사이어티의 회원으로서 MDRT 재단의 회장으로 활동했습니다. 니콜스는 장애인 대상 보험 복지 업무로 전국적인 명성을 갖고 있는 니콜스 컨설팅(NicholsConsulting LLC)의 창립자입니다. 

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Bobby James Ning, CFP, BA, is managing director and co-founder of Financial Literacy Counsel. With more than 25 years of experience in the financial services profession, Ning specializes in delivering comprehensive wealth, tax and estate management solutions tailored for physicians and business leaders. Additionally, he holds special certifications that enable him to consult with family offices and develop programs for heirs and beneficiaries. He oversees a multi-advisory practice that manages the financial affairs of 2,000 families, in addition to his personal clientele.

Bobby James Ning, CFP, BA, is managing director and co-founder of Financial Literacy Counsel. With more than 25 years of experience in the financial services profession, Ning specializes in delivering comprehensive wealth, tax and estate management solutions tailored for physicians and business leaders. Additionally, he holds special certifications that enable him to consult with family offices and develop programs for heirs and beneficiaries. He oversees a multi-advisory practice that manages the financial affairs of 2,000 families, in addition to his personal clientele.

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.

Erik Olivares Rodriguez, MBA, is the founder and CEO of Persé, a firm specializing in personal finance. He has been part of the financial services profession since 2009 and is an advocate of the digital nomad concept.

Ee Boon Ong, CLU/S, ChFC/S, is a senior manager at Great Eastern Life-Singapore. Ong has been in the financial services profession for 12 years and specializes in comprehensive financial planning.