브렌든 클룬 월시(Brendan Clune Walsh)는 카탈리스트 솔루션 그룹(Catalyst Solutions Group)의 사장 겸 매니징 파트너로, 보험 및 재무서비스 분야의 폭넓은 경험을 활용하여 자산을 극대화하고 보호하는 고객 전략을 개발합니다. 드폴대학교를 졸업한 후 노스웨스턴 뮤추얼 인슈어런스(Northwestern Mutual Insurance)에서 성공을 거두었고, 이후 아버지와 합류하여 승계설계를 완성했습니다.

Ya-Hui Wang serves as senior business manager at Taishin Life Insurance and brings 23 years of financial services expertise. She specializes in high-net-worth client relationship management and multigenerational wealth transfer planning. Wang received the 2014 Taiwan Life Insurance Association Outstanding Professional Award and holds an EMBA degree.

Wang Wei, CFP, RFA, has 12 years of industry experience and is committed to the Whole Person concept. He cultivates long-term client relationships by providing comprehensive protection planning based on professional expertise, including life insurance, medical protection, retirement planning, legacy planning and tax planning. He is a senior insurance advisor and leads a high-performing sales team, with six team members achieving MDRT in 2025. He has also served as Local Chair and Area Chair for MCC Zone 7 Chinese Taiwan, was a ConneXion Zone speaker at the 2021 MDRT Virtual Annual Meeting and presented a Focus Session at the 2023 MDRT Global Conference.

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.

Brandon J. Wellman, CFP, RICP, is a financial planner who specializes in comprehensive financial planning services. An educator at heart, Wellman enjoys helping clients understand their investment options and develop plans to reach their financial goals. He has been with Prudential since 2011 and is active in his community and as an MDRT volunteer, serving as a member of the MDRT Academy’s North American Task Force and the Community Leaders Committee for the United States.

Helen Jayne West, APFS, hasbeen in the financial services profession for 36 years, owning and running herown company as the principal director for 23 years. Committed to lifelonglearning, West has earned many additional qualifications and has participatedin the Strategic Coach program for nearly 20 years. She believes that by takingtime each day to focus on your goals and being intentional about them, alongwith making a note of any improvements, you are programming your brain for abetter life in the future.

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Donald F. White Jr., CLU, ChFC, is the founder of Treasure Coast Financial. After 25 years, he sold his interest to his successors to focus on his foundation as well as his passions of writing, speaking and teaching. He is author of the award-winning book, “Always End with the Beginning in Mind: How Firms Remain Great After the Founder Exits” as well as two audio books, “Building a Great Business” and “Legacy Planning.” White has spoken in more than 30 countries, including at many MDRT events, is a former MDRT Foundation trustee and a Legion of Honor Excalibur Knight of the MDRT Foundation.

Glen Alexander Winata is a financial advisor with more than a decade of consistent performance. He is dedicated to helping individuals and families build secure futures through long-term, trust-based relationships. In 2014, he received Indonesia’s Top Agent Award from AAJI, placing third nationwide in number of cases. Winata has spoken at national and international events, sharing his experiences in client service, growth and personal branding, an area he continues to explore and develop in his journey as a financial professional.

Wong Wing Suet Rachael, CFP, is an agency director at FWD Hong Kong and has been in the financial services profession for eight years. As a young leader and a producer, Wong Wing Suet Rachael specializes in comprehensive financial planning for professionals and has received many awards for her accomplishments. She is also an active MDRT member in the MCC Division and has spoken at MDRT Day events as well as the MDRT Global Conference.

Yu Hsuan Wu serves as business manager at Fubon Life Insurance with seven years of industry experience. She focuses exclusively on high-net-worth business owners, delivering sophisticated asset management and intergenerational wealth transfer solutions. Wu holds a bachelor's degree.

Hui Wen Yang serves as senior vice president at Yung Shiu Insurance Broker, combining 12 years in financial insurance with 16 years of tax services expertise. She specializes in estate tax compliance and sophisticated wealth transfer strategies. Yang previously spent a decade as senior marketing director at Cathay Life Insurance and holds degrees in both economics and accounting.

Yan Kit Ying Albee is both a researcher and practitioner of personal branding methodology. Over the past three years, she has successfully monetized relationships with 150 previously unknown prospects through social media, establishing deep and lasting connections.

아브라함 F. 자루어(Abraham F. Zaarour)는 미국과 중동 전역에서 30년 이상의 경력을 쌓은 저명한 재무상담사이자 트레이너입니다. 프루덴셜 증권과 웰스 파고 은행에서 경력을 시작하여 두바이 스탠다드차타드 은행에 합류했습니다. 이후 NASCO Middle East에서 자산관리 및 생명보험 부서를 설립하고 이끄는 중추적인 역할을 수행했습니다. 2007년부터는 다양한 산업 분야의 글로벌 기관을 대상으로 세일즈 및 소프트 스킬 과정을 설계하고 진행해 왔으며, 현재 유럽과 중동의 금융 기관을 위한 컨설팅 세일즈 및 관리 기술 교육에 주력하고 있습니다.