Nathan Graff, CFP, BFA, ให้คำปรึกษาและช่วยลูกค้าจัดการ “จิ๊กซอว์ทางการเงิน” ของตนมาตั้งแต่ปี 2008 เขามุ่งทำความเข้าใจเป้าหมายของลูกค้าอย่างลึกซึ้ง เพื่อสามารถนำเสนอโซลูชันที่ออกแบบเฉพาะบุคคลและสร้างสรรค์ ช่วยให้วิสัยทัศน์ที่ลูกค้ามีต่อตนเองและครอบครัวกลายเป็นความจริง Graff สำเร็จการศึกษาจาก Southern Oregon University,University of Oxford และ Oregon State University

Ho Hsiu Ling is a financial planner who leverages 20 years of human resources expertise in her practice while also applying her training and consulting experience to her role.

Travis Hamilton is a financial advisor and business owner with 15 years of experience in the profession. As managing director of Plan B Financial Services, he specializes in life and health insurance. Hamilton is MDRT’s MCC Zone 13 Country Chair-Oceania and has served on the MDRT Academy Task Force. He is a Chartered member of the Institute of Directors and holds a Bachelor of Commerce in finance and economics.

Brian D. Heckert, CLU, ChFC, has dedicated his professional life to providing strategic financial advice and services for individuals and businesses. He has been involved with numerous MDRT committees and served as MDRT President in 2016. Through his industry leadership, he has gained a broad world view, and he has been featured and quoted in media outlets such as Forbes, the Wall Street Journal, CNN Money and ThinkAdvisor in addition to speaking to audiences in 49 U.S. states and 35 countries on topics ranging from advanced planning ideas to practice management.

ดร. José Hernández ดำรงตำแหน่งผู้สำเร็จราชการแห่งมหาวิทยาลัยแคลิฟอร์เนีย (University of California Regent) และเป็นประธานและประธานเจ้าหน้าที่บริหารของ Tierra Luna Engineering LLC บริษัทที่ปรึกษาด้านวิศวกรรมอวกาศ ระหว่างปี 2001 ถึง 2011 Hernández ปฏิบัติงาน ณ Johnson Space Center ของ NASA ในหลากหลายบทบาท รวมถึงในฐานะวิศวกรการบินบนภารกิจรองสุดท้ายของกระสวยอวกาศ Discovery ซึ่งเป็นภารกิจการก่อสร้างสถานีอวกาศนานาชาติที่สำเร็จ ก่อนเข้ารับตำแหน่งที่ NASA Hernández ใช้เวลากว่า 17 ปี ณ Lawrence Livermore National Laboratory โดยมีส่วนร่วมในโครงการเลเซอร์เอกซเรย์ และร่วมพัฒนาระบบแมมโมแกรมดิจิทัลแบบเต็มภาพระบบแรกเพื่อการตรวจพบมะเร็งเต้านมระยะเริ่มต้น  

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Atsushi Hirao is affiliated with the Risk Management Laboratory, he works closely with accounting firms nationwide to deliver integrated consulting services covering insurance, life planning, and business succession. As a dedicated advisor, he is committed to supporting the long-term financial well-being of clients and helping individuals and business owners navigate complex financial decisions with confidence.

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

H. Adam Holt, ChFC, CFP เป็นหุ้นส่วนผู้บริหารที่ RubinGoldman and Associates และเป็นผู้ก่อตั้ง Asset-Map แพลตฟอร์มที่ที่ปรึกษาทั่วโลกใช้งานเพื่อสร้างการมีส่วนร่วมกับลูกค้ามากกว่า 2.5 ล้านครัวเรือน ด้วยประสบการณ์กว่า 26 ปี Holt ได้สร้างบริษัทที่มีสินทรัพย์ภายใต้การบริหาร (AUM) มากกว่า 1 พันล้านดอลลาร์สหรัฐ และมีเบี้ยประกันต่อปีรวมหลายล้านดอลลาร์ เขายังเป็นผู้นำทางความคิด (thought leader) ที่ได้รับการยอมรับ ผู้จัดพอดแคสต์ และเป็นวิทยากรระดับนานาชาติในหัวข้อสติปัญญาเฉพาะตัวของที่ปรึกษามืออาชีพ, พฤติกรรมทางการเงิน, และ อนาคตของการสร้างความผูกพันกับลูกค้าในงานที่ปรึกษาการเงิน

Hoo See Yean Joyce is a premier wealth planner with Prudential Malaysia, bringing 12 years of expertise in family and high-net-worth wealth and risk management. She is also a third-generation professional with more than four decades of family history in the life insurance business. Since starting her career as a fresh graduate, Hoo See Yean Joyce has earned prestigious accolades including the International Dragon Award, AKARD Diamond Award, Asia Pacific Financial Service Award and LIMRA’s PSM. A certified wealth planner with a bachelor’s in international business, she is dedicated to helping clients protect their dignity, preserve wealth and secure lasting legacies.

Morgan Housel is a partner at Collaborative Fund. His book, “The Psychology of Money,” has sold more than 2 million copies and has been translated into 49 languages. He is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, winner of the New York Times Sidney Award, and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. He serves on the board of directors at Markel and has presented at more than 100 conferences in a dozen countries.

Ming-Fong Huan, CFP, is an active MDRT member, currently reprising her roles both as MDRT Chinese Taiwan Local Chair and Chair of the Top of the Table Market Engagement Committee, Chinese Taiwan. She received the 2021 Business Weekly Top 100 CEO/Top 100 Consultant Award and published “The Remote Sales Queen's Guide to Winning in 2022.” She has released annual online courses from 2023-2025 and holds a master's degree from National Central University, Institute of Industrial Economics.

Cheng-Kan Huang, RFC, CPCS, currently serves as Area Chair for MDRT’s MCC Zone 7 Chinese Taiwan. He was also a speaker at the 2024 MDRT Day Main Platform in Chinese Taiwan and a ConneXion Zone speaker at the 2025 MDRT Annual Meeting. With 25 years of financial and insurance experience, he is now the chief life insurance advisor at Taishin Life Insurance and has been named Outstanding Industry Representative by the Life Insurance Association three times. He holds a master's degree in advanced management from Tunghai University.

Ross G. Hultgren, CFP, DFP เป็นที่ปรึกษาทางการเงินอาวุโสที่ Community Chapman Welsh ด้วยประสบการณ์ในธุรกิจบริการทางการเงินกว่า 38 ปี ปัจจุบันเขามุ่งให้คำปรึกษาแก่กลุ่มผู้เตรียมเกษียณและผู้เกษียณใหม่ อีกทั้งยังได้รับรางวัลLifetime Achievement Award จากการอุทิศตนให้บริการแก่ชุมชนและลูกค้าของเขา

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Victor Idoko, CFA, CFP, is the founder and principal advisor of CFV Advisory. He holds a master’s in finance with distinction and has more than 12 years of experience in financial services, including roles at Commonwealth Bank and Suncorp. He leads a growing team focused on legacy-driven wealth strategies, SMSFs and cross-border financial planning. Idoko is the author of “7 Basic Wealth Strategies,” hosts the “Elevate Your Wealth” podcast and recently co-authored a children’s book series called “Bunnies & Monies” to help educate kids on the importance of financial literacy.

Akio Iida is an executive life planner at Sony Life Insurance Company. Approximately 96% of his business comes from the corporate market. He is recognized as approachable yet professional and has expertise in the field. Before joining the business, he developed security systems at a major security company and served as a security consultant for a government-affiliated financial institution. He had no sales background and started from scratch in the insurance industry.

Kosuke Ishihara has been with Tokio Marine Nichido Anshin Life for 21 years. He sells individual insurance to practicing physicians and through seminars. He won every company award, including the championship in individual business 20 times. He graduated from Waseda University and worked for a leading travel agency before joining the life insurance business.

Allen Jackson, FSCP, is a managing director with Transamerica Agency Network. With more than 30 years of experience as a financial services leader, Jackson focuses on leadership development, recruiting, selection and developing others. He was a Diamond Club qualifier for 23 years at AAA Life and is a graduate of both Leading from the Front and the Career Sales Institute.

Allen Jackson, FSCP, is a managing director with Transamerica Agency Network. With more than 30 years of experience as a financial services leader, Jackson focuses on leadership development, recruiting, selection and developing others. He was a Diamond Club qualifier for 23 years at AAA Life and is a graduate of both Leading from the Front and the Career Sales Institute.

Angela Daniela Malagón Beaven, FSCP, CLI, co-leads a sales team of 140 advisors and three managers at Patrimonia Seguros, a proud commercial partner of Seguros Monterrey New York Life. She has more than 20 years’ experience in the financial services profession and graduated from ITESM with a degree in Business Administration. She is a 2025 MDRT Center for Field Leadership Gold Agency Award recipient.

Joseph Sparacio has been in financial services leadership for 30 years and is currently a general agent with Texas National Financial Group, proud partner of National Life Group in Addison, Texas.  Prior to this role, he was head of field management at MassMutual. Sparacio is a graduate of Hofstra University, where he established a scholarship for students in speech and communication, and is currently on the NAIFA board of directors.

Remus Ungureanu is an agency manager senior expert for Metropolitan Life Romania, where he has been a leader for 25 years. He currently leads a team of 60 advisors and plays a key role in developing new leaders. He is a 2025 MDRT Center for Field Leadership Diamond Agency Award winner.

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Young Joo Jeon is a professional with 19 years in the insurance business. Jeon specializes in consulting for inheritance, gifting, whole life and protection insurance, as well as handling claims disputes and basic insurance education. Jeon has achieved 785 consecutive weeks of three wins and co-authored the book, "The Language of Masters." She previously worked in performance planning and holds a bachelor's degree.

Young Joo Jeon is a professional with 19 years in the insurance business. Jeon specializes in consulting for inheritance, gifting, whole life and protection insurance, as well as handling claims disputes and basic insurance education. Jeon has achieved 785 consecutive weeks of three wins and co-authored the book, "The Language of Masters." She previously worked in performance planning and holds a bachelor's degree.

Jun Young Kim is a financial expert with 15 years of experience, including 10 years in investment and 5 years in insurance. Kim specializes in macroeconomic analysis and investment strategy planning. He previously worked on the financial management team at LG Group.

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Anthony Matthews Jones, BSc (Hons), QFA, is a sought-after speaker who has presented at MDRT events as well as other major conferences all over the world. He is an active MDRT member and is passionate about sharing his expertise and strategies with his fellow financial advisors.

Anthony Matthews Jones, BSc (Hons), QFA, is a sought-after speaker who has presented at MDRT events as well as other major conferences all over the world. He is an active MDRT member and is passionate about sharing his expertise and strategies with his fellow financial advisors.

Priti Ajit Kucheria, LUTCF, CFP, is the founding principal of Kucheria Financial Services LLP, a family office offering comprehensive financial planning services. As the top producer of her company for 24 years, Kucheria has received several awards for her accomplishments and has presented at many company events worldwide, inspiring and sharing her strategies with her fellow advisors. Kucheria has also served in various leadership roles on several committees and task forces for MDRT, including as Global Council Member of MCC and Trustee of the MDRT Foundation.

S. Indresh Kumar Jain is an experienced financial professional recognized for his commitment to collaborative growth and development within the financial services profession. He is known for his expertise in creating and leading successful study groups, where he emphasizes the importance of goal-sharing, mutual guidance and the exchange of practice management ideas. Kumar Jain advocates for the use of structured systems to foster higher performance.

Plabita Priyadarshi is chief advisor at Kotak Life Insurance Company Ltd. and has been in the financial services profession for 21 years, specializing in annuities and mutual funds. Priyadarshi is an active MDRT member and has received numerous awards for her accomplishments, such as being named Topmost Advisor at her company since 2005 and as one of the top 100 women in finance by the Association of International Wealth Management of India.

Gail Singh, FCCA, FSCP, is a financial strategist and chief executive officer of GMS Associates International Ltd. (incorporated with Guardian Life of the Caribbean Ltd). With more than 30 years of experience in auditing, accounting and finance, Singh is a certified chartered accountant, a certified quality manager, project management professional and a chartered insurance agency manager. She has received awards for Leadership in Quality Excellence and Outstanding Financial Strategy. Passionate about financial empowerment, Singh is dedicated to helping individuals and organizations pivot with purpose, plan strategically and achieve lasting success.

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Luis Arturo Juárez Morales is managing partner at Arpro Seguros. Throughout his 15-year successful career as an insurance agent, he has specialized in estate planning. Previously, he held key management roles at Zurich Financial Services and Grupo Financiero Interacciones, among others. Over the past 12 years, Juárez Morales has established himself as New York Life Mexico's top agent.

Minoru Kanai is an executive life planner at Prudential Life Insurance Company. With a 20-year career in the life insurance business, he specializes in estate/inheritance planning, business succession and employee benefits, particularly for business owners. Before joining the business, he worked for a medical device manufacturer, specializing in the cardiovascular field. The experience he cultivated in the medical field helped him transition to his life planning role, supporting his clients personally and their business continuity. He is a recipient of the Prudential Life Insurance Company's Kiyo Sakaguchi Golden Heart Memorial Award and his company-wide Core Value Award. He is a graduate of Sapporo Gakuin University, Faculty of Law.

Su-hyeon Kang is a professional consultant at Mirae Asset Financial Service. He specializes in life insurance consulting and wealth management portfolios and has eight years of experience in the financial services profession.