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英文是 2025 年百萬圓桌年會的官方語言。百萬圓桌提供主場會議演講的同聲傳譯，並為指定非英文焦點會議及特別會議提供最多 12 種語言的傳譯服務，前提是有至少 50 名註冊會員要求用同一種語言進行傳譯。您必須在註冊時提出同聲傳譯的要求。提交同聲傳譯申請的截止日期是 2025 年 4 月 27 日。 

Oscar Jesus Aguilar Rivas

Apodaca
,
,
Mexico
入會總年份：
5
內閣會員榮譽：
1
頂尖會員榮譽：

Oscar Jesus Aguilar Rivas, a financial advisor with more than 15 years of experience in the insurance industry and the CEO of the firm Hombre Clave, is also a successful speaker and author of financial planning books. Throughout his professional career, Aguilar Rivas has earned his place in his company’s Diamond Club and excelled as a sales champion.

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A planning tool as a sales strategy

Oscar Jesus Aguilar Rivas
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
Aguilar Rivas
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語言：
西班牙文
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Aguilar Rivas presents a practical, innovative tool you can implement in your meetings to help your clients identify their needs.

Denise Allard Serna

Ciudad De Mexico
,
,
Mexico
入會總年份：
23
內閣會員榮譽：
10
頂尖會員榮譽：
5

Denise Allard Serna is a professional insurance agent at Seguros Monterrey New York Life.

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Panel discussion: From salesperson to leader: Transitioning to an entrepreneurial mindset

Denise Allard Serna
會議類型：
焦點會議
演講語言：
西班牙文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
15:00
Monday, June 8, 2026
Allard Serna
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語言：
西班牙文
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MDRT members explore how to transform your mindset by breaking limiting beliefs and adopting a posture of responsibility, abundance and purpose as you enter a new stage of your business. Learn how leadership is a process that starts with self-awareness, moves to managing tasks and resources, and ultimately creates the type of inspirational leader who builds high-performance teams, aligns talent with the vision, fosters growth and creates environments of genuine collaboration.

Paola Almontes

Toluca, Mexico
,
,
Mexico
入會總年份：
3
內閣會員榮譽：
1
頂尖會員榮譽：

Paola Almontes holds a bachelor's degree in international economic relations and is a successful financial and wealth advisor. She is the creator of “The Investor's Map” and the founder of the financial movement “Finance with Purpose.” She has built a digital community of more than two million followers and has delivered lectures and provided mentorship to inspire others to invest with purpose and build wealth.

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From 0 to 2 million followers: Create a brand that sells without selling

Paola Almontes
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
Almontes
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語言：
西班牙文
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In a world where advisors compete with the same content, it is necessary to create an authentic digital presence that builds trust and drives sales without chasing clients. Almontes reveals how to identify the right audience, create relevant content and interpret the metrics that matter most. Discover the difference between empty virality and purposeful virality, and why authenticity is the most powerful advantage for any advisor.

Juan Pablo Araoz Martinez Sr.

San Miguel de Tucuman
,
,
Argentina
入會總年份：
7
內閣會員榮譽：
5
頂尖會員榮譽：
3

Juan Pablo Araoz Martinez Sr., is a specialist in life, savings and retirement insurance at Swiss Medical Seguros. With more than a decade of experience as a financial planner, Araoz Martinez has helped independent professionals and business owners build financial security by combining traditional methods with innovation and technology. He has earned significant recognition from his company and from LIMRA-Latam for his outstanding performance.

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Multiply your productivity with sales funnels and social media

Juan Pablo Araoz Martinez Sr.
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
Araoz Martinez
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語言：
西班牙文
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In the digital age, productivity is not only measured by hours worked but also by how we use technology to connect with more clients. Araoz Martinez explains how to design sales funnels that convert leads into prospects and prospects into clients, and how to use social media to position yourself in clients' minds. Learn how to integrate these tools with a high-performance team and get a clear road map to take your business to the next level.

María Lorena Arroyo Melchor

Mexico
,
,
Mexico
入會總年份：
5
內閣會員榮譽：
頂尖會員榮譽：

María Lorena Arroyo Melchor holds a bachelor's degree in business administration from La Salle University. Throughout her 10 years as a professional agent at Seguros Monterrey New York Life, she has specialized in financial planning for entrepreneurs and executives. Among the recognition she has received from her company for her outstanding performance are her membership in the Centurion Legion Club and attendance at international conventions.

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24 hours: Challenges and advantages of unstoppable agents

María Lorena Arroyo Melchor
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
Arroyo Melchor
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語言：
西班牙文
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We all have the same 24 hours. What sets us apart is how we turn them into results. Arroyo Melchor shares how to move from running around all day to producing high-level results — without burning out. Learn to set clear short-term goals, break them into specific tasks and prioritize what truly impacts your productivity while maintaining high energy levels.

Mariana Atencio

Miami
,
Florida
,
USA
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Mariana Atencio 在 2017 年以風靡全球的 TEDx 演講《您因何獨特？》(What makes YOU special?) 震撼全世界。該演講至今累積逾 2,500 萬觀看次數，並獲翻譯成 13 種語言。她傳遞的核心訊息「您的與眾不同之處正是您最強大的力量」，持續激勵著全球領袖與團隊在充滿不確定因素、持續變革與自我懷疑的時代中，找到破局而出的成長藍圖。Atencio 的記者生涯始於西班牙文傳媒 Univision，其後跨界加入英文傳媒 NBC 新聞。她以紮根現場的深入報導榮獲 Peabody Award、Gracie Award、三度艾美獎提名，以及全美西班牙裔記者協會總統獎的肯定。

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Mariana Atencio took the world by storm in 2017 with her viral TEDx talk on authenticity, “What makes YOU special?” — now with more than 25 million views and translated into 13 languages. Her message, what makes you different is what makes you powerful, inspires leaders and teams to embrace a blueprint to thrive through uncertainty, constant disruption and their own self-doubt. Atencio built her journalism career first at Univision in Spanish, then crossed over to English at NBC News, where her boots-on-the-ground reporting earned her a Peabody Award, a Gracie Award, three Emmy nominations and the NAHJ Presidential Award.

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《信任優勢：重燃使命、表現與更高層次的成果》

The trust advantage: Reigniting purpose, performance and next-level results

Mariana Atencio
會議類型：
主場會議
演講語言：
英文
會議日期：
開始時間：
Atencio
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語言：
英文
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韓文
普通話
西班牙文
泰文
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How can you fully enjoy the success you’ve built and unlock what’s next? Atencio helps uncover what makes you uniquely credible in your clients’ eyes, how to strengthen the three pillars of trust — credibility, integrity and reliability — and walk away with a simple, repeatable framework so you can reach new heights as an advisor, teammate and leader.

如何全然享受已建立的成就，並更上一層樓？Atencio 將協助發掘您在客戶眼中獨有的信譽基礎，找出如何強化信譽度、誠信與可靠度這信任三大支柱，並讓您帶走一個可複製的簡單框架，讓您在顧問、團隊成員與領袖這幾個角色上皆臻新高度。

Nelly Attar

Riyadh
,
Riyadh
,
Saudi Arabia
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Nelly Attar is an adventurer and entrepreneur, recognized globally for breaking barriers as an Arab athlete, pushing human limits and guiding others to rise to their own challenges. She made history as the first Arab to summit K2 and the first Lebanese to climb the five highest peaks in the world. As the founder of MOVE, the first dance studio in Saudi Arabia, Attar sparked a movement that inspired communities across the Middle East to embrace fitness, resilience and exploration. Whether leading teams through unforgiving Himalayan climbs or advising organizations on resilience and vision, she embodies the message that, step by step, the impossible becomes possible.

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Climbing your Everest

Nelly Attar
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
Attar
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Persona Íntegra
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語言：
英文
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Despite coming from Saudia Arabia, a country once considered the least active, Attar made history on regional and global stages by summiting K2 and conquering the five highest mountains. Learn powerful tools and resources to help you find your Everest and start climbing today.

Saad Anthony Baksh, BSc

Marabella
,
,
Trinidad and Tobago
入會總年份：
17
內閣會員榮譽：
1
頂尖會員榮譽：

Saad Anthony Baksh, BSc, is a branch manager for Maritime Financial Group. He leads 30 advisors in a multiline environment and has helped them win numerous Maritime Financial awards. He is an active MDRT and MDRT Center for Field Leadership member, currently serving on the MDRT Academy Committee-Global Member Relations, and as a member of the Brand Champion Task Force for the MDRT Center. Baksh has spoken at conferences in the United States, Barbados, Jamaica and Belize, and earned his degree from the University of London.

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Panel discussion: How the MDRT Family of Brands can be a resource in each phase of your professional journey

Saad Anthony Baksh, BSc
會議類型：
交流區
演講語言：
英文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
Baksh
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語言：
英文
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Learn how the MDRT Academy and the MDRT Center for Field Leadership can help you and your advisors learn and grow at every career stage. The MDRT Academy helps advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders.

Maribe Carolina Barbona

Cordoba
,
,
Argentina
入會總年份：
2
內閣會員榮譽：
2
頂尖會員榮譽：
1

Maribe Carolina Barbona has an outstanding professional career of more than two decades as an insurance agent. She is the creator and host of “Let's Talk Insurance with No Prior Knowledge,” a financial education program on YouTube. She is also the founder of Vidas Seguras, an organization focused on social inclusion and insurance education, and the author of the book “Life Insurance Goes to School.” Barbona is also a renowned international speaker and a professional coach. One of her most notable awards is the LIMRA International Platinum Quality Award.

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From prospect to client in less than 20 minutes

Maribe Carolina Barbona
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
Barbona
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語言：
西班牙文
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Barbona shares how to turn a prospect into a client in just 20 minutes by applying her SRI method (Save energy, Reduce fear and Increase pleasure). Drawing on real experiences, emotional communication strategies and neurosales techniques, she explains how to create an immediate connection, build trust and add value from the very first contact, ensuring you sell with purpose, simplicity and humanity while enjoying the process and positively impacting your clients' lives.

Jorge Antonio Barraza

San Pedro Garza Garcia
,
,
Mexico
入會總年份：
4
內閣會員榮譽：
頂尖會員榮譽：

Jorge Antonio Barraza has more than 20 years of experience in the financial industry as a personal lines insurance advisor. Eager to gain new knowledge, Barraza continually seeks professional development through courses and updates. He currently serves as a moderator at the Instituto Mexicano Educativo de Seguros y Fianzas, as well as a mentor and agent developer at MetLife. He is also a prominent speaker at MDRT events.

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The human side of business: Practical advice on behavioral finance

Jorge Antonio Barraza
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
Barraza
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語言：
西班牙文
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Behavioral finance biases can affect you and your clients, while habits like discipline and integrity are the keys to longevity. Barraza offers practical examples and simple strategies to improve your performance as a professional advisor as you seek to protect and strengthen your clients' finances. Learn how understanding your clients’ mindsets is crucial to safeguarding and strengthening your business.

Juan Bendaña

Miami
,
Florida
,
USA
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Juan Bendaña  是一名備受推崇的演講者、企業家兼教練，曾與頂尖企業行政總裁、奧運選手、格萊美獎得主藝人、演員及《財富》(Fortune) 雜誌一百強企業領袖合作。他於十多年前成立名下首間領導力發展公司，為迪士尼、富達投資、瑞士蓮、美國運通、全國保險公司、索尼影業和 Zillow 等企業度身訂造培訓課程。憑藉對牛津大學、賓夕法尼亞州州立大學及多倫多大學等機構逾 25 萬名領導者的研究，他提出經過科學驗證的框架，協助領導者激活信心思維，從而在變革中勇敢領導、蓬勃發展並點燃非凡成長。

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Juan Bendaña is a highly sought-after speaker, entrepreneur and coach who has worked with top CEOs, Olympians, Grammy Award-winning artists, actors and Fortune 100 leaders. He started his first leadership development company more than a decade ago constructing personalized programming for companies such as Disney, Fidelity, Lindt, American Express, Nationwide, Sony Pictures and Zillow. Based on his research of more than 250,000 leaders at institutions such as the University of Oxford, the Pennsylvania State University and the University of Toronto, his science-backed framework helps leaders activate the confidence mindset to lead boldly, thrive through change and ignite extraordinary growth.

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讓自信成為您的競爭優勢：採納高表現思維模式，使成績更上一層樓

Make confidence your competitive advantage: High-performance mindset for next-level results

Juan Bendaña
會議類型：
首次與會者會議
演講語言：
英文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
16:00
Sunday, June 7, 2026
Bendaña
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語言：
英文
日文
韓文
普通話
西班牙文
泰文
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In a world where expectations are rising and motivation is dropping, most leaders struggle to stay engaged with their goals. Bendaña shares why unlocking the next level of performance requires more than just ambition; it demands confidence, which is the key to making better decisions, embracing challenges and showing up as your best.

在這個期望日升、動力反跌的世界裡，大部分領袖都難以持續投入於自身目標。Bendaña 將分享為何要解鎖更高境界的表現，光有野心並不足夠——還需要有自信——而自信正是作出更佳決策、迎接挑戰，以及展現最佳自我的關鍵。

Juan Bendaña; John F. Nichols, MSM, CLU

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Juan Bendaña  是一名備受推崇的演講者、企業家兼教練，曾與頂尖企業行政總裁、奧運選手、格萊美獎得主藝人、演員及《財富》(Fortune) 雜誌一百強企業領袖合作。他於十多年前成立名下首間領導力發展公司，為迪士尼、富達投資、瑞士蓮、美國運通、全國保險公司、索尼影業和 Zillow 等企業度身訂造培訓課程。憑藉對牛津大學、賓夕法尼亞州州立大學及多倫多大學等機構逾 25 萬名領導者的研究，他提出經過科學驗證的框架，協助領導者激活信心思維，從而在變革中勇敢領導、蓬勃發展並點燃非凡成長。

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John F. Nichols，MSM、CLU 將出任 2026 年度百萬圓桌會長。他曾在 2020 年擔任百萬圓桌會員分會的全球理事會成員，也是 2019 年章程和道德委員會的主席。2022 年，他成為了百萬圓桌基金會會長兼皇家勳章神劍騎士，也是核心集團的成員。Nichols 是傷殘保險福利企業 Nichols Consulting LLC 的創辦人。  

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Juan Bendaña is a highly sought-after speaker, entrepreneur and coach who has worked with top CEOs, Olympians, Grammy Award-winning artists, actors and Fortune 100 leaders. He started his first leadership development company more than a decade ago constructing personalized programming for companies such as Disney, Fidelity, Lindt, American Express, Nationwide, Sony Pictures and Zillow. Based on his research of more than 250,000 leaders at institutions such as the University of Oxford, the Pennsylvania State University and the University of Toronto, his science-backed framework helps leaders activate the confidence mindset to lead boldly, thrive through change and ignite extraordinary growth.

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John F. Nichols, MSM, CLU, is the 2026 President of MDRT. He served as Global Council Member of MDRT’s Membership Division in 2020 and Chair of its Bylaws and Ethics Committee in 2019. In 2022, he served as President of the MDRT Foundation, for which he is a Royal Order Excalibur Knight and a member of its Inner Circle Society. Nichols is the founder of Nichols Consulting LLC, a disability insurance benefits practice.  

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「卓越首航」會議

Launch to Excellence

Juan Bendaña; John F. Nichols, MSM, CLU
會議類型：
首次與會者會議
演講語言：
英文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
16:00
Sunday, June 7, 2026
Bendaña; Nichols
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語言：
英文
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泰文
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Don’t miss this invaluable MDRT Annual Meeting offering, specially intended for members in their first five years of membership and those new to MDRT meetings. MDRT President John F. Nichols, MSM, CLU, shares insights and advice to ensure you maximize your meeting experience. Joining him is Juan Bendaña , a motivational speaker with a message of leadership, overcoming obstacles and boosting confidence.

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萬勿錯過百萬圓桌年會期間的這個寶貴機會，是次活動專為入會首五年的會員和初次參加百萬圓桌會議的同儕而設！百萬圓桌會長 John F. Nichols，MSM、CLU 將分享真知灼見與寶貴建議，確保您能充分享受會議體驗。同場還有勵志演講者 Juan Bendana，他將分享有關領導力發展、克服障礙和提升自信的訊息。

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Magali Bernal

Ciudad De Mexico
,
,
Mexico
入會總年份：
12
內閣會員榮譽：
5
頂尖會員榮譽：
0

Magali Bernal holds a master's degree in financial services from The American College of Financial Services. In 2007, she established Trasciende Hoy, a company focused on developing and executing wealth management strategies. Bernal helps her clients transcend more effectively and across generations through asset protection.

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Panel discussion: The advisor's endless cycle: The key to prospecting, connecting and multiplying

Magali Bernal
會議類型：
焦點會議
演講語言：
西班牙文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
13:30
Tuesday, June 9, 2026
Bernal
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語言：
西班牙文
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Advisors know that success isn't built on a single action but on an ongoing cycle that begins with prospecting, is strengthened by connection and expands as clients become advocates for our work. Four leading advisors share their experiences and perspectives about how they have navigated this endless cycle.

David C. Blake

Harrison
,
New York
,
USA
入會總年份：
26
內閣會員榮譽：
19
頂尖會員榮譽：
17

David C. Blake 是 InsMed Insurance Agency Inc. 的創辦人兼公司主席 — 這間獨立保險公間專門為全美國的醫療保健組織設計並提供自願福利計劃。自公司於 30 多年前成立以來，Blake 已向專業醫護人員售出逾 20,000 份個人傷殘保險保單。他將成就歸功於團隊成員以自身職責為驕傲，並展現出主人翁意識，同時對同事和客戶熱心關懷，樂於分享。他也是現任百萬圓桌基金會會長。 

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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 United States. 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. He also currently serves as the MDRT Foundation President.

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百萬圓桌基金會和 Room to Read

MDRT Foundation & Room to Read

David C. Blake
會議類型：
主場會議
演講語言：
英文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
8:00
Monday, June 8, 2026
Blake
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語言：
英文
日文
韓文
普通話
西班牙文
泰文
No items found.

Blake, the MDRT Foundation President, shares how the Foundation makes an impact around the world by supporting charities and issues that MDRT members care about. Learn how you can volunteer, donate and apply for a grant for an organization close to your heart.

百萬圓桌基金會會長 Blake 將進行分享，介紹基金會如何透過支持百萬圓桌會員所關心的慈善機構和議題，在世界各地發揮影響力。瞭解您如何成為志願者和捐款助人，以及為您心懷的組織申請資助金。

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Kavita Bothra

Navi Mumbai
,
,
India
入會總年份：
5
內閣會員榮譽：
4
頂尖會員榮譽：
4

Kavita Bothra is the founder and partner of the financial firm Primassure LLP. With more than 20 years of experience in the profession, she focuses on life insurance, retirement planning and guiding women and families toward long-term financial security. As a strong advocate for women’s financial empowerment, Bothra has spoken at global forums, mentors advisors and is recognized for her empathetic, practical approach to wealth and legacy planning. She also holds a science degree and personal finance professional certification.

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Working with female clients: Building trust, influence and legacy

Kavita Bothra
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
15:00
Tuesday, June 9, 2026
Bothra
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Asesoría a Clientes
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語言：
英文
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Women today are shaping and controlling unprecedented levels of wealth, yet many advisors unintentionally sideline their voices. Bothra explains the behavioral nuances of working with female clients — how trust is built differently, why context matters more than numbers and how inclusive conversations transform relationships.

Delia Brimmer

Waltham
,
MA
,
United States
入會總年份：
5
內閣會員榮譽：
1
頂尖會員榮譽：
0

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 2022 and is an active MDRT member volunteer.

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Panel discussion: The best MDRT book club that grew my practice

Delia Brimmer
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
13:30
Tuesday, June 9, 2026
Brimmer
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Gestión de Negocios
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語言：
英文
日文
韓文
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Four MDRT members share how their experiences in “The Best Book Club Ever” turned casual discussions into game-changing breakthroughs. What if the key to your next level of success wasn’t a new strategy — but a group conversation that becomes a catalyst for deeper thinking, stronger connections and exponential growth?

Delia Brimmer; Mark D. Olson, CFP, MSFS; Ted Rusinoff; Irene Stolte, ChFC

Waltham
,
MA
,
United States
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

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 2022 and is an active MDRT member volunteer.

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 is managing partner at Wealth Design Partners. With more than 30 years in the profession, Rusinoff has discovered creative ways to better manage insurance and investment assets for a significant community of individuals and businesses nationwide. He’s mastered how to build the systems and structures necessary to effectively manage an office, meet clients’ needs and educate the public on financial matters. He has spoken at industry leading events including MDRT EDGE and on Main Platform at the MDRT Annual Meeting. He served as the 2019 MDRT Foundation President and is an Excalibur Knight of the MDRT Foundation.

Irene Stolte, ChFC, has been a financial advisor since 2001 and joined Horizon Wealth Strategies in 2014. She provides a foundation for her clients' financial futures and helps instill confidence within her clients as she navigates them through what can often be an overwhelming process of identifying and coordinating financial goals.

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Panel discussion: The best MDRT book club that grew my practice

Delia Brimmer; Mark D. Olson, CFP, MSFS; Ted Rusinoff; Irene Stolte, ChFC
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
13:30
Tuesday, June 9, 2026
Brimmer; Olson; Rusinoff; Stolte
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Gestión de Negocios
This is some text inside of a div block.
語言：
英文
日文
韓文
No items found.

Four MDRT members share how their experiences in “The Best Book Club Ever” turned casual discussions into game-changing breakthroughs. What if the key to your next level of success wasn’t a new strategy — but a group conversation that becomes a catalyst for deeper thinking, stronger connections and exponential growth?

Carla Brown, FPFS, CFP

Cuddington
,
,
United Kingdom
入會總年份：
9
內閣會員榮譽：
9
頂尖會員榮譽：
9

Carla Brown，FPFS、CFP 是Oakmere Wealth Management 的行政總裁，同時也是 Personal Finance Society 的現任會長兼主席。Brown 擁有逾 28 年理財規劃經驗，建立起一流的業務模式，專注透過釐清目標與建立信心，協助客戶活出理想人生。她熱衷推動行業從「產品導向」到「以人為本」，致力啟發全球顧問透過理財規劃改變人們的生活。

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Carla Brown, FPFS, CFP, isCEO of Oakmere Wealth Management and the current president and chair of thePersonal Finance Society. With more than 28 years of experience in financialplanning, Brown has built an award-winning practice focused on helping clientslive their best lives through clarity and confidence. She is passionate aboutshifting the profession from products to people, inspiring advisors worldwideto embrace the transformative power of financial planning.

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CLOSE

焦點會議「能量一小時」

Focus Session Power Hour

Carla Brown, FPFS, CFP
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
9:30
Wednesday, June 10, 2026
Brown
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Asesoría a Clientes
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語言：
英文
日文
普通話
泰文
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In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

在 60 分鐘的時間內，八名演講者將輪流分享精明實用理念，讓您立即付諸實踐。萬勿錯過這場充滿奧妙策略、生動案例與行動收穫的會議——會議定將為所有與會者帶來裨益！

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Carla Brown, FPFS, CFP; Derek Wong Tuck Kong; Fiona Foo Yuet Ling, ChFC/S; Nathan Graff, BFA, CFP; Ross G. Hultgren, CFP, DFP; R.J. Kelly, AEP, MSFS; Danny O'Connell, MBA; Helen Jayne West, APFS

Cuddington
,
,
United Kingdom
入會總年份：
9
內閣會員榮譽：
9
頂尖會員榮譽：
9

Carla Brown，FPFS、CFP 是Oakmere Wealth Management 的行政總裁，同時也是 Personal Finance Society 的現任會長兼主席。Brown 擁有逾 28 年理財規劃經驗，建立起一流的業務模式，專注透過釐清目標與建立信心，協助客戶活出理想人生。她熱衷推動行業從「產品導向」到「以人為本」，致力啟發全球顧問透過理財規劃改變人們的生活。

17 年前，Derek Wong Tuck Kong 加入 Prudential Assurance Malaysia Berhad，正式展開金融服務生涯。他擁有計算機學士學位，如今負責管理一支 10 人團隊，並在 2023 年創造最高保險成交個案數量的記錄。

Fiona Foo Yuet Ling，ChFC/S，資深行政經理，擁有逾 10 年理財規劃經驗。自 2014 年加入 Great Eastern Financial Advisers Singapore 以來，她秉持熱忱與信念，致力與客戶建立終生夥伴關係，陪伴他們走過人生不同階段。她持有商業學士學位，專精財富保障與全方位理財規劃，並積極參與百萬圓桌會員交流委員會分會的事務。她亦常於企業及行業活動中擔任演講者。

Nathan Graff，CFP、BFA 自 2008 年起便一直協助客戶梳理財務難題。他以理解客戶目標為核心，提供度身訂造且的創意方案，確保客戶對自身與家庭的願景得以實現。Graff 曾就讀南俄勒岡大學、牛津大學及俄勒岡州立大學，獲哲學理學士學位。他持有 LPL Financial 的 Series 7 及 66 證券註冊資格，並具俄勒岡州健康與人壽保險執照。

Ross G. Hultgren，CFP、DFP 是 Community Chapman Welsh 資深理財顧問。他從事金融服務業已有 38 個年頭，目前主要服務於即將退休人士及新近退休人士，並曾憑藉社區及客戶服務榮獲終身成就獎。

R.J.Kelly，AEP、MSFS，Wealth Legacy Group Inc. 的創辦人兼願景總監；該公司專注於滿足成功企業家、專業人士及其家庭的多元需求。他的優勢與才能體現於能迅速掌握複雜微妙的狀況、以易懂方式闡述複雜概念，並透過全面且跨領域的方法為客戶尋找綜合型解決方案——這些方法往往為其他顧問忽略、否定或不知。

Danny O’Connell，MBA，Next Level Insurance Agency 的行政總裁，專注於企業資助僱員福利方案領域。他曾先後成立兩間保險事務所，並於 2016 年創辦自家代理機構，在業內獲獎無數。O’Connell 擁有逾十年擔任頂尖會員志願者的經驗，曾於 2024 年出任頂尖會員全球理事會成員兼顧問委員會主席，以及於 2023 年擔任頂尖會員年會分副會長職務。

Helen Jayne West，APFS，擁有 36 年金融服務專業經驗，其中 23 年以主要董事身份持有並經營自家公司。West 致力於終身學習，考獲了多項附加專業資格，並參與策略教練培訓計劃近 20 年。她深信，只要每日專注於自身目標、有意識地推進並記錄任何改進之處，便能為大腦做好準備，從而創造更美好的人生。

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Carla Brown, FPFS, CFP, isCEO of Oakmere Wealth Management and the current president and chair of thePersonal Finance Society. With more than 28 years of experience in financialplanning, Brown has built an award-winning practice focused on helping clientslive their best lives through clarity and confidence. She is passionate aboutshifting the profession from products to people, inspiring advisors worldwideto embrace the transformative power of financial planning.

Derek Wong Tuck Kong began his career in financial services 17 years ago at Prudential Assurance Malaysia Berhad. He graduated with a bachelor’s degree in computing, manages a team of 10 and holds the record for the highest number of insurance cases closed in 2023.

Fiona Foo Yuet Ling, ChFC/S, is an executive senior manager with more than 10 years of experience in financial planning. Since joining Great Eastern Financial Advisers Singapore in 2014, she has been driven by her passion and conviction to build lifelong relationships with clients and journey with them through different phases of their lives. She holds a bachelor’s degree in business, specializes in wealth protection and holistic financial planning, and is an active member of MDRT’s Membership Communications Division. She has also spoken at company and industry events.

Nathan Graff, CFP, BFA, has been helping clients manage their financial puzzles since 2008. He aims to understand his clients’ goals, so he can provide customized and creative solutions to ensure their visions for themselves and their families become a reality. Graff attended Southern Oregon University, the University of Oxford and Oregon State University, where he earned a Bachelor of Science degree in philosophy. He holds Series 7 and 66 Securities Registrations with LPL Financial and an Oregon health and life insurance license.

Ross G. Hultgren, CFP, DFP, is a senior financial advisor at Community Chapman Welsh. He has 38 years of experience in the financial services profession, currently works with pre-retirees and the recently retired, and has received the Lifetime Achievement Award for his services to the community and his clients.

R.J. Kelly, AEP, MSFS, is the founder and chief visionary officer of Wealth Legacy Group Inc., a firm that specializes in meeting the diverse needs of successful entrepreneurs, professionals and their families. His strengths and talents lie in his ability to quickly grasp complicated and delicate situations, communicate complex ideas in easy-to-understand ways, and find integrated solutions for clients through holistic and multidisciplinary methods that other advisors often overlook, dismiss or simply are not aware of.

Danny O’Connell, MBA, is CEO of Next Level Insurance Agency, where he focuses on company-sponsored employee benefits. He has built two insurance practices, started his own agency in 2016 and has received numerous industry awards. With more than a decade of experience volunteering for Top of the Table, O’Connell has served as Top of the Table Global Council Member and Advisory Board Chair in 2024 and Divisional Vice President of the Top of the Table Annual Meeting in 2023.

Helen Jayne West, APFS, has been in the financial services profession for 36 years, owning and running her own company as the principal director for 23 years. Committed to lifelong learning, West has earned many additional qualifications and has participated in the Strategic Coach program for nearly 20 years. She believes that by taking time each day to focus on your goals and being intentional about them, along with making a note of any improvements, you are programming your brain for a better life in the future.

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CLOSE

焦點會議「能量一小時」

Focus Session Power Hour

Carla Brown, FPFS, CFP; Derek Wong Tuck Kong; Fiona Foo Yuet Ling, ChFC/S; Nathan Graff, BFA, CFP; Ross G. Hultgren, CFP, DFP; R.J. Kelly, AEP, MSFS; Danny O'Connell, MBA; Helen Jayne West, APFS
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
9:30
Wednesday, June 10, 2026
Brown
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Asesoría a Clientes
This is some text inside of a div block.
語言：
英文
日文
普通話
泰文
No items found.

In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

在 60 分鐘的時間內，八名演講者將輪流分享精明實用理念，讓您立即付諸實踐。萬勿錯過這場充滿奧妙策略、生動案例與行動收穫的會議——會議定將為所有與會者帶來裨益！

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Andrew Busch

Charlotte
,
North Carolina
,
USA
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Andrew Busch 曾任美國政府首任市場情報長官暨經濟趨勢預測家。就任於美國商品期貨交易委員會期間，他負責彙整全球經濟與市場新聞、資訊及數據，將其提煉為易於理解的研究報告，並向政府與公眾傳達。身為顧問與主題演講者的他，客戶遍及化工、金融服務、能源、地產、製造業、建築與農業等多重領域，更著有《世界大事交易》(World Event Trading) 一書。

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Andrew Busch is the former first chief market intelligence officer for the U.S. government and an economic futurist. For the Commodity Futures Trading Commission, he was charged with gathering all the news, information and data on the economy and markets and filtering it into condensed, easily understood research, then communicating it to the government and public. He is a consultant and keynote speaker with a wide range of clients in a variety of fields, including chemicals, financial services, energy, real estate, manufacturing, construction and agriculture, and is author of the book “World Event Trading.”

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《未來經濟：深刻變革期的成長機遇》

Future economy: Growth opportunities in a period of profound change

Andrew Busch
會議類型：
主場會議
演講語言：
英文
會議日期：
開始時間：
Busch
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語言：
英文
日文
韓文
普通話
西班牙文
泰文
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Between AI adoption, interest rate volatility and numerous international conflicts, the world is going to see more economic change in the next five years than we have seen in the last 100 years. Busch explains the context needed to understand what is creating momentum for change in the economy and your business, and how to align yourself for success no matter what market-impacting events may occur.

在人工智能普及、利率波動與多重國際衝突交織之下，世界將在未來五年經歷比過去百載更劇烈的經濟變化。Busch 將闡釋理解經濟與企業變革動能所需的背景，以及如何在任何市場衝擊事件中調整自身以取得成功。

John Ross Cachia

Keilor East
,
,
Australia
入會總年份：
2
內閣會員榮譽：
2
頂尖會員榮譽：
2

To come

CLOSE

Focus Session Power Hour

John Ross Cachia
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
Cachia
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Gestión de Negocios
This is some text inside of a div block.
語言：
英文
No items found.

In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

John Ross Cachia; Curtis V. Cloke, LUTCF, RICP; Sarah Helen Hogan, ACII; Panos Leledakis, LUTCF; Jane Lim; Edward Franklin Marshall, APFS; Svetlana Plitin-Tamaviciene; Paresh B. Shah, CFP

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

John Ross Cachia is founder and strategic wealth advisor atThriving Wealth. He began his career in financial services at 14, founded hisfirm at 20 and has since built a thriving 20-person practice. With specialtiesin succession planning, intergenerational wealth, behavioral coaching andscalable business growth, Cachia has received more than 50 industry honors,including the 2024 FAAA Adviser of the Year, and is recognized amongAustralia’s top advisors.

Curtis V. Cloke, LUTCF, RICP, is a recognized thought leader in the retirement industry, known as one of the brightest minds in retirement education and academia today. He is an adjunct professor with The American College of Financial Services and an inspiring keynote speaker, sharing his passion, knowledge and love for the art of retirement planning with audiences worldwide. Cloke received the Lifetime Achievement Award by the Financial Hall of Fame in 2025, is a frequent guest on radio and TV commentary programs, and has been featured on a variety of news media platforms.

Sarah Helen Hogan, ACII, is the director and owner of KBA, where she leads a team of financial advisors specializing in retirement planning, business financial planning and succession planning. She has received accolades for her exceptional leadership and client-focused service, such as being named Team Leader of the Year and Financial Adviser of the Year in the North West at the 2019 Professional Adviser Women in Financial Advice Awards, among many other nominations for her inspiration and mentorship. In addition to building lasting relationships with clients and their families, Hogan also actively volunteers at numerous charitable organizations.

Panos Leledakis, LUTCF, has been in the financial services profession for 25 years and is considered a pioneer in the insurance industry. He is an insurance futurist and an expert in digital transformation, artificial intelligence, internet marketing strategies, automation, CRM, virtual and augmented reality, and cutting-edge technologies in the insurance sector. As the inventor of two innovative software solutions for insurance needs analysis and financial planning, Leledakis has earned 11 global innovation awards, holds a certification in “AI for Business” from the University of Pennsylvania and is furthering his expertise in artificial intelligence through ongoing studies at MIT.

Jane Lim is the founder and director of Prosper Financial Planning and has more than 15 years of global experience in financial services. She is passionate about helping her clients build financial resilience and achieve financial freedom. Lim holds an MBA from UNSW, where she received the 2022 Business School Dean’s Award for Service. She also holds a Master of Applied Finance from Macquarie University and a Bachelor of Business in financial planning from RMIT.

Edward Franklin Marshall, APFS, is a holistic, values-driven financial planner and managing director at Deans Wealth Management, with 23 years of experience in financial services. He started as a tied financial advisor in 2001 and progressed to an independent financial advisor in 2004, moving to Kingsland Wealth Management in 2006 and then their joint venture with Deans in 2008. Marshall bought out Deans in 2024 and leads a team of seven. He is a trusted voice on BBC radio, both national and local, and has appeared on BBC Breakfast News and BBC Politics covering various financial planning topics.  

Svetlana Plitin-Tamaviciene has been a financial advisor at Allianz since 2014, specializing in retirement planning and insurance solutions for business owners. She has a bachelor’s degree in maritime engineering and a master’s degree in maritime law, which shaped her strategic and disciplined approach to financial planning.

Paresh B. Shah, CFP, is the managing principal for PareShah Partners and CEO of Merkkuri Wealth Advisors. As a wealth strategist for the past 30 years, Shah helps individuals and businesses create innovative financial strategies that protect today and build for tomorrow. He specializes in pension and profit-sharing, asset protection, estate planning and business succession planning, and co-hosted the talk show “Money & Prosperity.” His professionalism and active service in the community, including his support of many charitable organizations, make him a trusted advisor within the financial services profession.

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CLOSE

Focus Session Power Hour

John Ross Cachia; Curtis V. Cloke, LUTCF, RICP; Sarah Helen Hogan, ACII; Panos Leledakis, LUTCF; Jane Lim; Edward Franklin Marshall, APFS; Svetlana Plitin-Tamaviciene; Paresh B. Shah, CFP
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
11:00
Wednesday, June 10, 2026
Cachia
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Gestión de Negocios
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語言：
英文
韓文
西班牙文
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In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

Dayra Irene Chavez

Cuidad de Panama
,
,
Panama
入會總年份：
14
內閣會員榮譽：
2
頂尖會員榮譽：
0

Dayra Irene Chávez served as Country Chair for MDRT’s MCC Zone 11, Panama, from 2016 to 2018. She has a remarkable 17-year career as an insurance agent and is the founder and CEO of D.C. Asesores de Seguros S.A., a brokerage specializing in personal and general insurance as well as surety bonds. Chávez served as president of the National Association of Insurance Producers of Panama from 2021 to 2023 and is currently a member of the advisory board of the National Association of Insurance Professionals of Panama. She is also the host of her successful podcast @dayraasegura.

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Panel discussion: The advisor's endless cycle: The key to prospecting, connecting and multiplying

Dayra Irene Chavez
會議類型：
焦點會議
演講語言：
西班牙文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
13:30
Tuesday, June 9, 2026
Chavez
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語言：
西班牙文
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Advisors know that success isn't built on a single action but on an ongoing cycle that begins with prospecting, is strengthened by connection and expands as clients become advocates for our work. Four leading advisors share their experiences and perspectives about how they have navigated this endless cycle.

Aprilyn Chavez Geissler, LACP, CCP

Albuquerque
,
NM
,
United States
入會總年份：
9
內閣會員榮譽：
5
頂尖會員榮譽：
3

Aprilyn Chavez Geissler, LACP, CCP, began working in the financial services profession while in college. She has served as a NAIFA national trustee and is currently the national treasurer at WIFS, where she specializes in wealth management, employee benefits, fixed insurance and multiline insurance. She is the first executive vice president for Gateway Insurance and Financial Services and runs her own practice, which focuses on empowering women. She was the recipient of the 2019 NAIFA National Diversity Champion Award and was recognized by Investment News in 2020 as one of the top women to watch in the country.

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Empowering women

Aprilyn Chavez Geissler, LACP, CCP
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
9:30
Wednesday, June 10, 2026
Chavez Geissler
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Marketing
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語言：
英文
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Women face distinct challenges, and recognizing these challenges allows financial professionals to better connect, build trust and provide relevant, empowering services to meet women’s priorities, values and long-term goals. Chavez Geissler explores how to impactfully share your knowledge in ways women will understand and can relate to.

Yung-Han Cheng, AFP

Taipei
,
,
Taiwan Area
入會總年份：
9
內閣會員榮譽：
2
頂尖會員榮譽：

Yung-Han Cheng, AFP, serves at Nan Shan Life Insurance and has 13 years of industry experience, specializing in tax planning and family legacy strategies. He graduated from National Taiwan University and began his career at Deloitte before transitioning to the insurance sector.

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小善舉 大循環

Small acts, big impact

Yung-Han Cheng, AFP
會議類型：
交流區
演講語言：
普通話
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
Cheng
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語言：
普通話
No items found.

Drawing on extensive charitable service experience, Cheng explores how to guide clients in sustaining philanthropic contributions through strategic insurance planning and how to master techniques for blending insurance with social good while implementing a Whole Person client service approach.

結合公益服務經驗，帶領客戶透過保險規劃持續投入公益。與會者將掌握保險與公益結合的方法、實現全人理念的客戶服務模式。

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