Eileen Kerlin Walsh is an award-winning estate planning attorney, author of the bestseller “The Soul of Your Business,” and creator of legacy writing and motivational programs. She also hosts her own monthly TV program and has been interviewed by TV and radio stations nationwide.

Pitchaya Watcharakan, CFP, MBA, is a successful financial advisor who plays an important role in establishing and supervising the MDRT team within his organization. He believes the key to reinforcing customer relationships is to focus on financial planning rather than selling products.

Yen Wei Nee 在金融服務業擁有超過 20 年的經驗。

Demarra West is founder of Be Well Beautiful Woman, a global wellness social enterprise for women that focuses on liberation, joy and financial empowerment while also providing retreats, group coaching and culturally inclusive wellness education. She is a board chairwoman of YWCA Kalamazoo and principal of Change Agent Consulting, where she has been offering executive coaching, strategic planning, equity, inclusion and belonging services nationwide for 15 years.

Shane E. Westhoelter, AEP, CLU, started in 1988 going door to door to build a client base. Now, as founder and CEO of Gateway Financial Advisors Inc., he oversees 180 offices, 230 producers, USD 4 billion in assets and more than USD 30 million in revenue. He has spoken at several MDRT events as well as internationally on sales training, motivational leadership and visionary topics, and is a frequent contributor to industry publications.

Gino Wickman 發明了一個讓企業取得偉大成功的實用方法，名為「企業營運系統」（Entrepreneurial Operating System，簡稱 EOS）。自 21 歲開始創業以來，Wickman 便沉迷於學習令企業蓬勃發展、突出重圍，從而讓領導者透過業務達成心中目標的方法。他曾為超過 135 間公司開展 2,000 多次的全天課程，向他們展示如何採用 EOS，並曾撰寫名為《牽引力：掌握您的業務》(Traction: Get a Grip on Your Business) 的暢銷書籍。

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Wong Wei Chong Wilfred 是 Ascendance Wealth Management 的高級總監，也是《成年人的入門套裝》(Adulting: The Graduate Starter Pack) 一書的作者；這本書專為千禧一代而寫，是一本備受好評的理財規劃指南。2020 年，在亞洲 124 名頂級顧問的提名中，Wong Wei Chong Wilfred 榮膺「年度亞洲理財顧問」獎。

Tham Wongsankakorn 是 AIA Company 在 Numthong 團隊的主管。他在 1995 年投身金融服務業，多年來獲獎無數。他曾著有《敢於發達》(DareTo Be Rich) 一書。

Tham Wongsankakorn is the director of the Numthong team at AIA Company. He began his financial services career in 1995 and has received numerous awards throughout the years. He also authored the book “Dare To Be Rich.”

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.

Kusuo Yamaguchi worked at an IT company soon after graduating from Seikei University. He joined Prudential Life Insurance Company Ltd. in 1997 and speaks at more than 30 life insurance and financial events a year.

How do you split a complex inheritance between two heirs? Yamaguchi explains how life insurance, wills and more come into play as you help determine the next financial step after someone dies.

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.

Freda Yeh 在金融服務行業工作了15年。她擁有豐富的市場營銷經驗，目前擔任管理職務，並以身作則，履行MDRT的使命。

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 business owners, 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 on many platforms in Singapore, sharing his insights on client contact management systems, retirement planning across different age groups and the various aspects of agency management.

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.

Hea-young Youn has been an insurance agent for 11 years, with eight of those years as a certified agent. She believes goal setting is a key factor in establishing strong client relationships.

Yuan Yuan, RFA,是保險與退休規劃專家。她擅長引導客戶“以終為始”，思考人生中最重要的保障計劃。

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.

Joel Zeff 是一名演講者、即興創作的幽默大師及著名勵志人物，他帶給觀眾的核心訊息是：組織和個人都應該慶祝每一日的成功，從而提升協作、業績、熱情與創新。從 1997 年開始，Zeff 便啟發了無數觀眾，譬如 Wells Fargo、Samsung 和 IRS 的員工，為他們帶來結合靈感、必備商業知識和構思的演講，協助他們重燃激情並取得成功。

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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。

Yuanyuan Zhang, RFC, 從事金融服務業已經有14年了。她從每天打50個陌生準客戶訪問電話以及最初的「孤兒」準客戶線索開始發展為客戶轉介，並累積了1144名客戶。她很快意識到，遵循自己的理財規劃風格——摒棄西裝革履——讓她在通往成功的道路上走得更遠。

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.

6 年前，Qian Zhou 加入金融服務業，每年都取得了百萬圓桌會員資格，並堅持終身學習，確保客戶滿意度。

Zinc Goh Zhi Yin is an executive wealth director who leads a million-dollar agency. She is a master recipient of the “Singapore Management Award” and is passionate about delivering the best client experience while grooming MDRT advisors on her team.