Ana Sofía Rodríguez, MBA, is the associate director of Grupo Inversiones en Seguros, representing the second generation in the brokerage firm founded by her parents 46 years ago. Rodríguez is currently the Chair of the MDRT Academy Global Task Force, where she works with volunteers around the world to strengthen the Academy’s impact and support emerging advisors. She has been an active MDRT volunteer for many years, and she often gives presentations on topics such as personal image, brand promotion, digital marketing and asset protection.
Tim Daniel Clairmont, MSFS, LACP, is an entrepreneur in financial services and the founder of Clear Financial Partners, specializing in retirement income planning. He created the ClearFP Clock and ClearFP Income Plan, shared globally through the ClearFP Advisor Program. Clairmont is an author, international public speaker and serves as Secretary of the MDRT Foundation. He was the 2024-2025 Chair of the MDRT Academy Global Task Force and currently is a member of the Academy’s North American Task Force.
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 and has recently expanded into investment advice. Hamilton is MDRT’s MCC Zone 13 Country Chair-Oceania, has served on the MDRT Academy Task Force and was the recipient of the Emerging Leadership Award from AIA NZ in 2024. He is a chartered member of the Institute of Directors and holds a Bachelor of Commerce in finance and economics.
Brandon J. Wellman, CFP, RICP, is a financial planner who specializes in comprehensive financial planning services. An educator at heart, Wellman enjoys helping clients understand their investment options and develop plans to reach their financial goals. He has been with Prudential since 2011 and is active in his community and as an MDRT volunteer, serving as a member of the MDRT Academy’s North American Task Force and the Community Leaders Committee for the United States.