Tim Boyle began his career in the financial services profession as an insurance telemarketer for Allstate Financial at the age of 15. Working there throughout high school and college, Boyle held various roles and was promoted to his first management position by age 19. After graduating from the University of Alabama, he opened a successful, independent insurance agency in Charlotte, North Carolina, USA, before joining AAA Northeast at 23 where he created their Life Insurance Career Distribution Channel. Currently, Boyle is the Vice president of Advisor Growth and Development for THG Financial where he is responsible for a team of 25 advisors throughout New England.

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Fabian Weng Tuck Chan, ChFC/S, B.ENG, is a director at Great Eastern Life Assurance Company Ltd. and has more than 15 years of experience in holistic, needs-based wealth planning. Chan believes in building meaningful and lifelong relationships based on empathy, trust and integrity with his clients and their loved ones. As a mentor to 40-plus financial advisors, he takes pride in cultivating the next generation of advisors and redefining the misconceptions about financial planning to touch as many lives as possible.

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Joyce Chan joined the financial services profession because of her passion to preemptively help people plan their financial futures. She founded Life Inspired Team, an agency that attracts the next generation of agents who believe the foundation of the business is to provide value first. With a specialty in holistic planning, she and her team have a knack for using personal branding and storytelling to enhance the client experience. During the past six years, Chan has achieved many accolades, including Rookie Agent of the Year and Digital Insurance Agent of the Year in Asia.

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Angela Daniela Malagón Beaven, FSCP, CLI, graduated from the Instituto Tecnológico de Estudios Superiores de Monterrey with a bachelor’s degree in business administration. In 2003, after working for several private companies, she co-founded Patrimonia Seguros, where she enjoys interacting with her agents and helping to make their lives better.

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Regina Bedoya，CLU、ChFC，是 RB Financial Services 的公司總裁，這是一間專門從事退休和保險計劃的財務諮詢公司。她曾任 2020 年度百萬圓桌會長，如今是百萬圓桌基金會的「白金騎士」兼核心集團成員。Bedoya 屢屢參與百萬圓桌的志願服務，包括任職多個委員會，亦曾在年會和許多國際行業峰會上演講。她曾榮獲 Irvin Konter 獎和美國自由企業夥伴獎章，也曾兩次獲提名為「Prudential Palm Beach 年度代理人」。

Tony Gordon 是金融服務業最成功和最知名的顧問之一。身為百萬圓桌前會長，加上擁有逾 50 載的從業經驗，Gordon 傾盡淵博知識成為其他顧問的導師，向世界各地的觀眾分享概念與熱情。

Thian Lung Jong 於 2006 年加入 AIA，並於 2008 年晉升為業務單位經理。他曾著有《簡單》(Simplicity) 一書、參與合著《思維模式戰術手冊》(The Mindset Playbook) 和《馬來西亞大宗交易》(Malaysia Big Deals) 兩本書，多年來成就斐然且獲獎無數。Jong 以百萬圓桌會員身份參與過大量志願者工作，先後效力於百萬圓桌項目統籌委員會、百萬圓桌全球大使和百萬圓桌基金會。他也屢次參與百萬圓桌的演講，並曾在代理機構峰會及其他金融服務組織活動上發表演說。  

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Steve Backley 在他所屬的運動領域建立起無可企及的豐功偉績，憑藉三次打破世界紀錄成為世界第一的標槍運動員。儘管事業上多番遭遇嚴重挫折，但是 Backley 仍在英國國家隊效力了逾 15 年的時光，也是英國唯一一名在三屆奧運會上皆獲得獎牌的田徑運動員，更於 1990 年榮獲「年度最佳運動員」殊榮。

退役運動員 Roger Black 以贏得 15 項大型錦標賽 400 米和 4x400 接力獎項而聞名，其中包括歐洲錦標賽、英聯邦錦標賽以及世錦賽金牌。Black 分別作為英國和英格蘭代表參加國際賽事，在輝煌的運動生涯中成功克服許多障礙。

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Ian Green，Dip PFS 曾任 2021 年百萬圓桌會長，以及 2017 年頂尖會員全球理事會成員兼顧問委員會主席。他在 London（倫敦）經營一間獨立理財規劃公司，作為全人理念的倡導者，他將自身成功歸功於在百萬圓桌的所學。

Tim Grover is a worldwide keynote speaker and consultant, teaching business leaders, athletes and elite achievers across various industries the principles of relentless ambition, results-driven performance and mental toughness. Grover is author of the national bestseller “Relentless: From Good to Great to Unstoppable” and creator of the digital training platform, The Relentless System. A featured columnist for Sports Illustrated and Yahoo, Grover also appears on media outlets such as ESPN and Fox Sports and was named one of Real Leaders’ top 50 keynote speakers in the world for 2022.

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Natalie Hales is a brand strategist who helps financial advisors across the U.S. and Canada establish their expertise, build their brand and connect with their ideal clients. With more than a decade of financial marketing experience, Hales’ unique expertise was honed through her work with renowned companies like Canada Life. Personally touched by the transformative impact of financial guidance, Hales is devoted to amplifying advisors' potential and establishing them as unrivaled experts for their target audience.

Akkachai Chatchawalsakul has found success as a financial advisor by explaining to clients the immeasurable value proper financial planning can have on their life.


Donnapa Jitsopananont began her career in financial services in 2012. With 90% of her clients resulting from referrals, she is passionate about taking care of and building strong relationships with her clients.
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Pichandech Kemped believes that knowledge is power only when you know how to apply it. As a speaker on financial matters, Kemped enjoys sharing the knowledge he has gained so others will find success as well.
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Eakasak Narksakul began working as an insurance agent in 2000 and has never looked back since. He received the Thailand National Quality Award for eight consecutive years from the Thai Life Assurance Association and has spoken at various MDRT events over the years.

Natchanan Nanthapongpokin has won the Prime Minister’s Insurance Agent Award 15 years in a row as well as the Thailand National Quality Award for more than 20 years

Ratthanan Nanthapongpokin believes in the power of mentoring and has dedicated the past 20 years to helping 10 advisors each year reach MDRT.

Ross Bernstein 是近 50 本體育類暢銷書籍的作者，也是巔峰業績主題的商業演講者，每年在超過 120 個現場活動中發表演說，其中許多活動都屬於金融服務和保險範疇。身為演講者名人堂的一員，他在七大洲的會議上均發表過主題演講，其著作曾在 CNN、CBS 清晨新聞、MSNBC、彭博社、霍士新聞和 ESPN 上獲得推薦，並曾登上《華爾街日報》、《紐約時報》、《今日美國》和《體育畫報》。

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根據業績、資格和合規標準來判斷，Alessandro M. Forte，FCII、CFP  是世上最頂尖的理財顧問之一。他曾在 88 個國家/地區發表演講，是國際暢銷書《敢於與眾不同》(Dare to be  Different)（曾以八種語言出版）的作者，並曾幫助多間慈善機構籌得逾 2,400 萬美元的善款。

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Peetitorn Chapradit has been a financial services advisor at AIA Co. Ltd. since 2012. He attended Rajamangala University of Technology Isan and has received many accolades for his accomplishments, such as being named national outstanding quality agent, premier agent and premier agent superstar.
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Pichandech Kemped believes that knowledge is power only when you know how to apply it. As a speaker on financial matters, Kemped enjoys sharing the knowledge he has gained so others will find success as well.

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.
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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.

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.

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Cheng Huann Yeoh, ChFC, CLU, has been in the financial services profession since 2010. He focuses on helping his clients, who are mostly professionals, civic service personnel and businessowners, plan for their retirement and family needs. He is an active MDRT member volunteer, currently serving as Global Council Member of Member Resources Best Practices Division 3, and is also on the MDRT Foundation’s Board of Trustees.He has spoken ency management.

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Carla Brown, FPFS, is the founder and managing director of Oakmere Wealth Management Ltd., a growing practice on the outskirts of Chester, England, UK. In 2021, she won the “Chartered Financial Planner of the Year” award and was highly commended as “Role Model of the Year” at the Women in Finance Awards. Brown embraces client-centered financial planning and believes true wealth is about more than just money.
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Asvin Chauhan, MIFP, Dip FA, has been in the financial services profession for 33 years and has spoken globally, assisting fellow advisors to better understand the business, increase their production levels and raise their standards to create successful client outcomes. Chauhan is an active MDRT member, having served on a variety of committees, and is an MDRT Foundation Diamond Knight.


Adrian George, CFP, TEP, has more than 30 years of experience in the financial services profession. His practice focuses exclusively on the unique challenges and opportunities of incorporated medical professionals. Through careful articulation, George is able to prospect effectively, making it much easier for colleagues of his clients — and their centers of influence — to make prequalified introductions.

Timothy Daniel Clairmont, MSFS, founded Clear Financial Partners Inc., a holistic planning business in Portland, Oregon, USA, that provides retirement income planning strategies to pre-retirees and the recently retired. He created the globally available, free education app for advisors and clients, and is also a bestselling author and inspirational public speaker.
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Panos Leledakis, LUTCF, has been in the financial services profession for more than 20 years and is considered a pioneer in his field. An expert in millennials, digital transformation, internet marketing strategy and new technology, Leledakis invented two innovative programs for insurance need analysis that use the science of risk management, AI and extensive neuroscience research on risk perception. He served as president of the Panhellenic Association of Insurance Consultants from 2015 to 2019 and, in 2020, was honored with the esteemed “Top 25 InsurTech CEOs of 2020” global award.

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Paresh B. Shah, CFP, has been a wealth strategist for the past 24 years, helping individuals and businesses across the U.S. create innovative financial strategies that protect for today and tomorrow. He specializes in pension and profit-sharing, asset protection, estate planning and business succession planning. His professionalism and community service have kept him active in the U.S. and India.

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.

Jennifer P. Mann, MBA, CFP, has been with Lenox Advisors since 2012 and serves as a vice president at the Chicago office. She primarily works with high-net-worth families and executives to develop integrated solutions in the areas of estate planning, retirement planning, insurance planning, wealth management, college funding and employee benefits. Prior to joining Lenox Advisors, Mann had nine years of industry experience at Eagle Strategies LLC.


Ana Sofía Rodríguez, MBA, is an associate director of Grupo Inversiones en Seguros and represents the second generation in the brokerage firm, which was founded by her parents more than 40 years ago. Rodriguez sees herself as a protector of dreams: those of her family, her friends and her clients. Through insurance, she provides the necessary tools to safeguard clients' assets. She was president of Club Kiwanis Las Perlas, a nonprofit association made up entirely of professional women, and has been an active MDRT member volunteer, serving as a director, committee member and speaker at several MDRT Annual Meetings. Rodriguez often gives presentations at seminars on topics such as personal image, brand promotion, digital marketing and asset protection.

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.
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Catherine Gough, FPFS, is the managing director of Kingsland Wealth Management Ltd. in Shrewsbury, England, UK. She has worked in financial services since 1995 and transitioned to advisor in 2002, providing independent financial planning advice to help clients achieve their goals based on what is most important to them.

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Chin Ti Chien 擁有 14 年的金融服務經驗，其中 7 年有七年的團隊管理經驗。

Yi-Jean Lin，CIAM、FChFP 在金融服務業擁有 27 年經驗，堅定不移地支持百萬圓桌師徒制輔導計劃，並樂意為年長一代的客戶提供理財建議。

Li Zeng從事金融行業已經有8年了。她帶領團隊熱情地幫助客戶實現優質生活，並為許多家庭帶來美好的未來。她的信念和奉獻精神在挑戰與她的業務帶來的影響中與日俱增。她廣汎地在MDRT和加拿大的其他組織，如FAS和讀書俱樂部服務。

David Batchelor，Dip PFS、CFP，是 Wills & Trusts Wealth Management 的創辦人；該公司是一間由理財顧問、會計師和律師組成的跨行業事務所，專門提供遺產規劃及投資管理服務。他還擔任 Strategic Coach Inc. 的資深英國教練，同時還是 Trust DFM 的創辦人；該投資管理公司為英國許多理財顧問管理投資。

Simon John Gibson，Dip PFS 是國際知名的演講者，曾在百萬圓桌和其他組織的許多會議上發表演講。他從 18 歲開始為客戶提供諮詢服務，目前在英國經營一間成功的金融服務公司。

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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.

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).

Mark J. Hanna, CLU, ChFC, served as MDRT President in 2017 and as Chair of Top of the Table in 2007. He is a Royal Order Excalibur Knight of the MDRT Foundation and a member of its Inner Circle Society.

Ross Vanderwolf, CFP, of Brisbane, Queensland, Australia, served as MDRT President in 2019. A Platinum Knight of the MDRT Foundation, he is also a member of its Inner Circle Society and has served on its Board of Trustees. Vanderwolf is managing director of Rothgard Financial Partners, a full-service financial planning practice. Over the course of his MDRT membership, Vanderwolf has served on numerous committees. He has been recognized as one of Australia’s Most Trusted Financial Advisers, since this designation’s inception in 2014.

Vanina Paola Cruz is the commercial director at her company, which is comprised of 180 insurance advisors. She has been working in the field of personal finance for more than 25 years, as an employee for different companies and a freelancer.

Caio Henrique Guidugli Cunha has been a financial advisor since 2007. He is an active MDRT member volunteer, having served as Regional Chair for Latin America and the Caribbean as well as Country Chair for Brazil. In 2012, Guidugli Cunha authored a publication on family economic planning that explored family behavior and identified their overall financial needs throughout life.

Dulce Maria Zamora Davila is a regional and national advisor at Seguros Monterrey New York Life. She is also a professional speaker image consultant, having worked at Procter & Gamble, Banco Compartamos and Coca-Cola FEMSA.

Mariant Carolina Navarro Protzel is an industrial engineer from Venezuela with a master's degree in manufacturing processes optimization. She enjoys helping her clients improve their finances and secure a stable financial future.

Samir Chaman Sabag Sr., CLI, FPC, is founding partner of Lopezychaman, an insurance advisory agency that has been providing financial services to clients since 2007. He holds a master’s degree in insurance, moderates the American College certification course in life insurance, has delivered more than 50 presentations to various promoters and agencies around the country, and is an active MDRT member volunteer.

Jazmin Eliana Vasquez has been a social communicator and risk manager for great economic impacts for more than a decade. She has studied at EUschool in Madrid and attends Hoopis Performance Network University. Vasquez has achieved first place for three years in the sales of wealth and family plans, keeping 100% of her clients in Colombia.

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Arturo Viniegra Castellanos began his career as a professional insurance advisor in 2019 and has achieved many accolades for his success. He advises more than 500 clients on financial planning and is the host of the podcast “La Oveja Sin Lana” (“The Sheep Without Wool”).

Victor Hugo Garcia Gutierrez has more than nine years of experience in the financial services profession and serves more than 500 clients. He is the host of the podcast “La Oveja Sin Lana” and is passionate about promoting a positive financial culture within his country and Latin America.

Alejandro Hernandez graduated from Instituto Tecnológico Autónomo de México and has spent the past eight years working for a market research agency in Mexico.

Yaravi Morales Diaz Ordaz, MBA, CLI, graduated from El Tecnológico de Monterrey in Mexico and went to IPADE Business School for her master’s degree.

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.

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

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Atthapong Lao-ananchai has been in the financial services profession for four years and has already established his own wealth firm, acquiring four franchises under his firm. He was the youngest advisor to be promoted to sales executive in Allianz Ayudhya Thailand and has received great recognition for his success in his country .

Pimlada Thanusakdumrong graduated from Burapha University with a bachelor's degree as a Japanese language major. She continued her studies at Yokohama International Education Academy in Japan for more than a year and a half. Ms. Thanusakdumrong, formerly a Japanese interpreter for Mitsubishi Electric’s Marketing Department, transitioned in 2010 to the financial services industry. Since 2012, she has focused her expertise on specialized marketing, adding to her skills in this field for over ten years.

Piyamon Wongthianchai began her financial services career eight years ago, following in her mother’s footsteps. She works with approximately 22 administrative agencies and 200 agents, 24 of whom are MDRT members — the highest number in Rayong Province.

Warika Chotiwit achieved success as a financial advisor by setting her sights on qualifying for MDRT membership. She began her career as an insurance advisor and gradually developed her marketing experience to expand her client base from the bottom up.

Piyawan Yamarat transitioned from being a full-time mother to a successful financial services advisor — consistently achieving Top of the Table membership since her first year in the business. She maintains a strong work ethic and enjoys sharing her secrets to continued success.

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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.

Stephen Kagawa, FSS, LUTCF, is committed to helping financial advisors love the work they do. Born and raised in Honolulu, Hawaii, USA, Kagawa is the founder and CEO of The Pacific Bridge Companies, a comprehensive wealth management organization that is focused on global financial navigation as well as helping ethnic communities from Asia in the U.S. He is the bestselling author of “Aloha Financial Advising,” and regularly speaks on international consultative and wealth management principles around the world.

Ponlacha Rojlertjanya went from being a computer engineer to attaining MDRT-level production as a financial advisor and life insurance agent and has received accolades for his creation of an online market for sustainability.

Kanyarat Yommana has been in the financial services profession for 14 years, joining right after graduation. He has received recognition for his achievements, earning the Quality Manager Award from his company for nine consecutive years.