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.

Floriano Alencar has 27 years of experience in the financial and insurance profession, starting his career with Mutual of New York in 1997 in Brazil. Alencar joined Pan-American Life Insurance Company in 2005, with a focus on working with high-net-worth clients. For the past 10 years, he has managed international distribution and operations in multiple jurisdictions.

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。

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。

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」。

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》。

Susan Biali Haas 博士是屢獲殊榮的醫生、心理健康推廣者，也是防止過勞、壓力管理和韌力方面的專家。在疫情爆發的第一年，Biali Haas 見到不少患上焦慮與抑鬱的患者，她不斷啟發一系列範圍甚廣的客戶掌控自身健康，從軍事領袖和高級行政人員，到醫生和其他專業醫護人員都有。她是暢銷書作家，曾在《今日騷》(Today)、《Today With Hoda & Jenna》和《BBC World Service》等節目亮相，而在《芝加哥論壇報》、《華盛頓郵報》和《紐約時報》上屢見其蹤影。