Pui Ka Lam is a financial services advisor and active MDRT member in Malaysia. She has inspired more than 1,000 individuals and families to secure their futures through sound financial planning and has achieved many achievements during her career.

Hunter Lord, CFP, began his financial services career as a paraplanner for Rothgard Financial Partners in Brisbane, Queensland, Australia. This experience allowed Lord to learn abou tall aspects of financial planning from global industry leaders. As an investment advisor representative at Essential Planning LLC, he develops relationships with clients to better understand what matters most to them so he can help them achieve their ultimate goals.

Kevin Reidinger has been in the financial services profession for five years. He focuses on providing financial protection, planning and investing to clients by helping them make smart decisions to secure their financial futures. Reidinger believes in continuous self-improvement and enjoys learning more from his peers on topics such as estate planning, fee-based financial planning and solutions to complex protection.

Naixin Zhao has worked for Sun Life Canada for 18  years and is president of Ada Zhao Financial Solutions Inc. She was named top advisor at Sun Life, having written the largest insurance case in the history of Eastern Ontario, and was the winner of The Queen’s Platinum Jubilee. For more than 20 years, she has proudly supported the local community in Ottawa.

David C. Blake is the founder and president of InsMed Insurance Agency Inc., an independent insurance company that specializes in creating voluntary benefit offerings for health care organizations across the U.S. Since it was established more than 30 years ago, Blake has sold more than 20,000 individual disability insurance policies to health care professionals. He credits his success to having staff members who not only exude a sense of pride in and ownership of their responsibilities but also possess a caring and sharing attitude toward their peers and clients.

Yolie Aleman-Rodriguez has worked for State Farm Life for 32 years. She has held various roles at multiple locations throughout the nation, including serving as a supervisor in Texas at the first bilingual agency center in the country and as a Hispanic business analyst in Illinois, where she assisted in developing State Farm’s national bilingual programs. Aleman-Rodriguez has received numerous industry awards over the years for her excellence and is an active MDRT member volunteer, currently serving on the MDRT Academy Task Force.

Tom E. Sunny, CFP, CLU, is an advisor with New York Life and the founder of Sunny Financial Strategies LLC based in the suburbs of Chicago IL, where he provides clients with optimal strategies and solutions to help them grow, protect and conserve their wealth through all stages of life. He has a protection first practice which is focused on comprehensive financial planning and wealth management. As a second-generation financial professional, Sunny grew up seeing his father provide insurance services for more than 25 years and the significant impact it made on the community. Now, he strives to establish personalized financial security for his clients that will last for generations.

Edwin Rodrigo Aguilar Valdez is an insurance advisor at Seguros Monterrey New York Life. With more than six years of experience offering courses, training and lectures in human resources and leadership topics at the national level, Aguilar Valdez works with 300-plus clients in every state of Mexico and serves as a mentor to fellow advisors.

Alvaro Aldrete Morfin is a founding partner and managing director of Aldrete & Asociados, where he and his team advise more than 600 families and companies in financial planning. He is certified by the American College as a financial services specialist and counselor for the promotion and sale of life insurance and is considered one of the most successful insurance agents in Mexico, splitting his time to serve clients, attend conferences and promote his books.

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Sergio Alberto Alejo Ortiz earned his master’s degree from IPADE Business School and has experience as a digital marketer.

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Yolie Aleman-Rodriguez has worked for State Farm Life for 32 years. She has held various roles at multiple locations throughout the nation, including serving as a supervisor in Texas at the first bilingual agency center in the country and as a Hispanic business analyst in Illinois, where she assisted in developing State Farm’s national bilingual programs. Aleman-Rodriguez has received numerous industry awards over the years for her excellence and is an active MDRT member volunteer, currently serving on the MDRT Academy Task Force.

Jesus Rodrigo Alfaro Gutierrez has been an insurance advisor at Seguros Monterrey New York Life since 2015. He has participated in conventions and symposiums and is the recipient of the Legion Centurion Award.

Kris Amliwala, FPFS, is a Chartered Financial Planner at Designer Wealth Management and 1 of 125 Registered Life Planners in the UK. He helps families in their 50’s create, protect and enjoy their wealth.

헬렌 아놀드(Helen Arnold)는 아일랜드 코크 주의 바틀레미가 본사인 원스톱 방송 장비 회사 텔레비전 모바일스(Television Mobiles Ltd.)의 소유자이자 재무 이사입니다. 이 회사는 고스펙 OB 트럭, 특수 장비, 최신 기술 개발을 통해 최상급의 방송 제작을 돕습니다. 아놀드는 방송 미디어 업계의 사업 개발 및 전략 계획 분야에서 40년이 넘는 리더십 경력을 갖고 있습니다.

Kentaro Asai joined Sony Life Insurance Company in 2014.

D. 카일 앳킨스(D. Kyle Atkins, CLU, CFP)는 재무 서비스 업계에서 39년 이상의 경력을 보유하고 있으며, 스트래티직 코치(Strategic Coach), 스파탄버그 로터리 클럽(Spartanburg Rotary Club) , NAIFA 등 여러 전국 및 지역 프로페셔널 단체의 회원으로서 활발한 활동을 하고 있습니다.

스티브 배클리(Steve Backley)는 세계 기록을 세 번이나 갱신한 후 세계 1위 창던지기 선수로써 해당 스포츠 역사상 위대한 선수 중 한 명으로 자리 잡았습니다. 선수 생활 중 심각한 좌절을 겪었음에도 배클리는 15년 이상 영국 국가 대표팀이었고, 3번의 올림픽에서 메달을 획득한 유일한 영국 육상 선수이며, 1990년에는 올해의 육상 선수(World Athlete of the Year)로 선정되었습니다.

Saad Anthony Baksh, BSc, started his financial services career 18 years ago with The Maritime Financial Group immediately following his graduation from The University Of London. Saad is the most successful Unit Manager at Maritime Financial with his team winning the "Unit of the year" title 9 times. He is now a Branch manager leading 30 advisors in a multi-line environment.. He has achieved many accolades, including MDRT's Diamond Award for field leaders in 2023, MDRT Honor Roll (16 time life and qualifying member), Best all round Unit in Trinidad and Tobago, is an active MDRT member volunteer, and has spoken at conferences in the U.S., Barbados, Jamaica and Belize.

캐롤라인 A. 뱅크스(Caroline A. Banks, FPFS)는 2015년 MDRT 회장으로 활동한 경험을 갖고 있습니다. 뱅크스는 영국에서 처음 영예로운 차터드 재무설계(Chartered Financial Planning)로 인정받은 기업 중 하나에서 상무이사로 활동하고 있으며, 전체적인 시각에서의 재무설계를 전문으로 다루고 있습니다. 더불어 국제적인 단체인 트러스트 및 에스테이트 관련 업계인 소사이어티(STEP, Society of Trust and Estate Practitioners)의 회원이기도 합니다.

데이비드 배첼러(David Batchelor, Dip PFS, CFP)는 상속설계와 투자 관리에 주력하며 상담사, 회계사, 변호사 등으로 구성되어 다각적인 서비스를 제공하는 윌스앤트러스츠 웰스 매니지먼트(Wills & Trusts Wealth Management)의 창립자입니다. 그는 스트래티직 코치(Strategic Coach Inc.)에서 영국 내 수석 코치를 맡고 있으며, 영국에서 여러 재무 상담사를 위해 일하는 투자 관리 회사인 트러스트 DFT(Trust DFM)의 창립자이기도 합니다.

Katy Baxter, Dip PFS, has worked in the financial services sector for more than 30 years, running family business advisory firms and a wills and trusts business. She has developed a passion for interacting with clients and their families, helping them navigate estate planning challenges. Baxter has also benefited personally and professionally over the years by being involved with several MDRT committees and continues to enjoy supporting Top of the Table committee endeavors.

레지나 베도야(Regina Bedoya, CLU, ChFC)는 은퇴 및 보험 설계 전문 재무컨설팅 회사인 RB Financial Services의 사장입니다. 2020 MDRT 회장을 역임했으며 MDRT 재단 플래티넘 나이트로서, 이너 서클 소사이어티의 회원으로도 활동하고 있습니다. MDRT 내에서 베도야의 자원봉사 활동에는 연차총회 및 국제 산업 컨퍼런스에서의 강연과 다양한 위원회 활동도 포함됩니다. 그녀는 Irvin Konter Award와 American Free Enterprise Companion Medal을 수상했으며 Prudential Palm Beach의 올해의 에이전트로 두 번 선정되었습니다.

Regina Bedoya, CLU, ChFC, is president of RB Financial Services, a financial consulting firm specializing in retirement and insurance planning. She served as the 2020 MDRT President and is a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. Bedoya’s volunteerism within MDRT also includes extensive committee work as well as speaking at Annual Meetings and international industry conferences. She has received the Irvin Konter Award and the American Free Enterprise Companion Medal and was named Prudential Palm Beach’s Agent of the Year twice.

Shawn Bellefeuille, CFP, CLU, has found the secret to navigating the complex world of modern marketing. Armed with the skills and knowledge he gained over the years, Bellefeuille enjoys sharing the strategies he has developed to help others also achieve greater marketing success.

Kathleen R. Benjamin, CFP, CPA, recently stepped down from her role of chief integration officer at The Pacific Bridge Companies, where she was part of the leadership team. Benjamin is currently the President of her own consulting company which specializes in providing financial advisory firms with strategic financial and operational advice to strengthen their overall practice management.

John R. Benton Jr., ChFC, CLTC, is the founder of Chartered Financial Services, a financial planning and insurance practice that he leads with his wife and daughters in Warren, New Jersey, USA. He has served on numerous MDRT committees over the years and currently sits on the MDRT Foundation Board of Trustees.

Magali Bernal is a financial services advisor who specializes in international trade and finance. With a degree in international relations and a master’s degree in financial services, Bernal is a multifaceted businesswoman who believes her career is more than a profession — it’s a lifestyle.

Ross Bernstein, the bestselling author of nearly 50 sports books, is a peak-performance business speaker who consistently speaks at more than 120 live events per year — many of which are in the financial services and insurance space. A proud member of the Speaker Hall of Fame, he has keynoted conferences on all seven continents, and his books have been featured on CNN, CBS Mornings, MSNBC, Bloomberg, Fox News and ESPN, as well as in The Wall Street Journal, New York Times, USA Today and Sports Illustrated.

수잔 비알리 하스 박사(Dr. Susan Biali Haas)는 수상 경력에 빛나는 의학 박사로, 정신 건강을 홍보하고 번아웃 예방, 스트레스 관리, 회복탄력성 전문가입니다. 비알리 하스 박사는 팬데믹이 발생한 첫해에 불안감과 우울감을 느끼는 환자들을 상담했습니다. 그리고 지속적으로 고위 임원이나 외과의사 등의 다른 의료인처럼 다양한 분야의 고객들이 그들의 건강을 관리할 수 있도록 영감을 주었습니다. 그녀는 베스트셀러 작가이며, “투데이(Today)” 쇼와 “호다와 제나와 함께하는 오늘(Today With Hoda & Jenna)”, “BBC 월드 서비스(BBC World Service)”에 출연하기도 했습니다. 더불어 시카고 트리뷴(Chicago Tribune), 워싱턴 포스트(Washington Post), 뉴욕포스트(New York Post)에서도 그녀의 이야기를 다룬 바 있습니다.

Dr. Susan Biali Haas is an award-winning medical doctor, mental health advocate and expert in burnout prevention, stress management and resilience. During the first year of the pandemic, Biali Haas counseled patients with anxiety and depression, and she continues to inspire a broad range of clients — from military leaders and senior executives to physicians and other health care professionals — to take control of their health. She is a bestselling author and has been featured on the “Today” show, “Today With Hoda & Jenna” and “BBC World Service” as well as in the Chicago Tribune, Washington Post and New York Post.

Delia Brimmer is a successful financial advisor with New York Life. Since beginning her career in 2013, Brimmer has grown her business into a multistate practice, in large part because of her focus on building relationships. She attended her first MDRT meeting in June 2022 and is an active MDRT member volunteer.

Vanessa Y. Bucklin, MBA, CLU, is a financial advisor for Eagle Strategies LLC, a wholly-owned subsidiary of New York Life. She specializes in creating custom insurance and financial solutions for her clients, while working together with them to develop a comprehensive approach that helps transfer wealth to the next generation, ensuring today’s needs and tomorrow’s goals are met.

Mark D. Olson, CFP, MSFS, specializes in providing customized comprehensive financial and retirement planning for corporate executives, business owners and other professionals. For more than 30 years, Olson has helped his clients find financial peace of mind by serving as their financial coach and advocate. He enjoys working with those who are preparing for retirement or just beginning that chapter of their lives.

Ted Rusinoff, from Stow, Ohio, USA, serves as managing partner at Wealth Design Partners and Hall-Green Agency, where he leads advisors and agents to better ways of meeting the needs of their clients. Rusinoff has spoken at the Advanced Association of Life Underwriters, The School of Life and The Best Practices Symposium as well as at many MDRT events. He served as the 2019 MDRT Foundation President and is an Excalibur Knight of the MDRT Foundation.