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.

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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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.

Helen Arnold is owner and financial director of Television Mobiles Ltd., a one-stop broadcast facilities company based in Bartlemy, Co. Cork, Ireland, that provides high-spec OB trucks, specialized equipment and the latest technological developments, ensuring a first-class production. Arnold has more than 40 years of leadership experience in business development and strategic planning within the broadcast media industry.

Kentaro Asai joined Sony Life Insurance Company in 2014.

D. Kyle Atkins, CLU, CFP, has more than 39 years of experience in the financial services profession and is an active member of numerous national and local professional organizations, such as Strategic Coach, the Spartanburg Rotary Club and NAIFA.

Steve Backley 在他所属的运动领域建立起无可企及的丰功伟绩，凭借三次打破世界纪录成为世界第一的标枪运动员。尽管事业上多番遭遇严重挫折，但是 Backley 仍在英国国家队效力了超 15 年的时光，也是英国唯一一名在三届奥运会上皆获得奖牌的田径运动员，更于 1990 年荣获“年度最佳运动员”殊荣。

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.

Caroline A. Banks, FPFS, served as MDRT President in 2015. The managing director of one of the first firms in the U.K. to be recognized with the prestigious Chartered Financial Planning designation, Banks specializes in holistic financial planning and is an affiliate of the worldwide Society of Trust and Estate Practitioners (STEP).

David Batchelor，Dip PFS、CFP 是 Wills & Trusts Wealth Management 的创始人，这是一家由理财顾问、会计师和律师组成的跨界事务所，专注于遗产规划和投资管理。他还担任 Strategic Coach Inc. 的驻英高级教练，同时还是 Trust DFM 的创始人，该公司是一家投资管理公司，为英国诸多理财顾问提供投资管理服务。

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.

Regina Bedoya, CLU, ChFC 是 RB Financial Services 的总裁，这家公司专门从事退休和保险计划的财务咨询。她曾担任 2020 年百万圆桌会长、百万圆桌基金会的“白金骑士”兼核心集团成员。Bedoya 多次参加百万圆桌的志愿服务活动，其中包括处理委员会的各种事务以及在年会和国际行业会议上发表演讲。她曾获得 Irvin Konter 奖和美国自由企业伙伴奖章，两次被评为 Prudential Palm Beach 的年度代理人。

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 是近 50 本体育书籍的畅销书作家，是一位巅峰表现的商业演讲者，每年在 120 多个现场活动中发表演讲，其中许多活动都属于金融服务和保险范畴。作为演讲者名人堂令人骄傲的一员，他在七大洲的会议上发表过主题演讲，他的书曾在 CNN、CBS 清晨新闻、MSNBC、彭博社、福克斯新闻和 ESPN 上受到推荐，并且登上了《华尔街日报》、《纽约时报》、《今日美国》和《体育画报》。

Susan Biali Haas 博士是屡获殊荣的医生、心理健康推广者，也是防止过劳、压力管理和韧性方面的专家。在疫情爆发的第一年，Biali Haas 见到不少患上焦虑与抑郁的患者，她不断启发一系列范围甚广的客户掌控自身健康，从军事领袖和高级行政人员，到医生和其他专业医护人员都有。她是畅销书作家，曾在《今日秀》(Today)、《Today With Hoda & Jenna》和《BBC World Service》等节目亮相，而在《芝加哥论坛报》、《华盛顿邮报》和《纽约时报》上屡见其踪影。

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.

退役运动员 Roger Black 以赢得 15 项大型锦标赛 400 米和 4x400 接力奖项而闻名，其中包括欧洲锦标赛、英联邦锦标赛以及世锦赛金牌。Black 分别作为英国和英格兰代表参加国际赛事，在辉煌的运动生涯中成功克服许多障碍。

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.