Colin L.J. Ong, CLU, ChFC, is the executive senior director of financial services at Great Eastern Life-Singapore under Advisors’ Clique Collective. A veteran in the profession with more than 30 years of experience, Ong is the recipient of the IBF Fellow Award from the Institute of Banking and Finance.

Candice Ong สำเร็จการศึกษาจากมหาวิทยาลัย Nanyang Technological University โดยได้รับปริญญาด้านธุรกิจ เอกการตลาด ในปี 2015 หลังจากทำงานที่ Shopee เป็นเวลา 1 ปี เธอได้เปลี่ยนสายงานมาเป็นที่ปรึกษาทางการเงินที่ Prudential Assurance Corporation Singapore ในปี 2016 ในช่วงสี่ปีต่อมา Ong ประสบความสำเร็จในการสร้างธุรกิจที่ปรึกษาของเธอ ก่อนที่จะก้าวหน้าสู่ตำแหน่งผู้บริหาร ปัจจุบันเธอทำงานเป็นผู้อำนวยการฝ่ายบริการทางการเงิน เธอมีความสุขกับการเป็นผู้นำและเป็นที่ปรึกษาให้กับทีมที่ปรึกษา ขณะเดียวกันก็พัฒนาตัวตนทางออนไลน์ของเธอด้วย

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Shizuko Ozaki is an executive life plan consultant of Gibraltar Life Insurance Company. With 25 years of experience in the profession, Ozaki has received many accolades over the years, such as the 2024 Best LC Award and Kiyo Sakaguchi Golden Heart Memorial Award.

Craig Palfrey, CFP, is founder of Penguin Wealth. With 25 years of experience in the financial services profession, Palfrey is dedicated to helping his clients achieve financial freedom and live their best lives by making smarter financial decisions. He is also an international speaker and author of two Amazon-featured books.

R. Sepalika Panagoda, MFA, is a master financial advisor at Ceylinco Life Insurance Ltd. Panagoda has been in the financial services profession for 20 years and works with more than 1,200 clients across 250 corporate companies. Her business has become a community of advisors, with more than 10,000 referrals available at any given time. She specializes in group insurance, retirement planning, critical illness insurance, disability insurance and education plans. She has been recognized with a wide range of awards, both locally and globally, and credits her MDRT volunteerism with enhancing her leadership skills.

Hee Geun Park has been working as a financial planning and corporate consulting expert at MetLife for more than 12 years. A former elementary school teacher, he graduated from the Department of Science Education at a teachers' college. He continues to achieve outstanding achievements, including achieving the MetLife Year-End Grand Prize for 12 consecutive years and the Excellent Certified Planner for 10 consecutive years.

Paritosh Pathak is a renowned strategic networking coach recognized for his dedication to helping individuals, businesses and organizations master the art of building impactful networks. Pathak believes the quality of our networks shapes the quality of our lives, and he’s committed to helping his clients transform their connections into powerful drivers of success. Trusted by organizations like Max Life Insurance Company to train their top advisors, Pathak has presented on global stages, such as at the prestigious G20 Summit, where he shared his insights on relationship-building and strategic networking.

คุณสุรวุฒิ พัทธนันต์ เป็นมืออาชีพที่มากประสบการณ์ เขามีประสบการณ์ 28 ปี ปัจจุบันดำรงตำแหน่งผู้อำนวยการภาคนำทอง 460 / ที่ปรึกษาอาวุโสฝ่ายขายทัพจันทรา 17 เขาสำเร็จการศึกษาระดับปริญญาตรีสาขาเทคโนโลยีการพิมพ์จากสถาบันเทคโนโลยีราชมงคล เขามีประสบการณ์การทำงานที่บริษัท แอดวานซ์ อะโกเร จำกัด (มหาชน) และกลุ่มเกษตรรุ่งเรืองพิพร เขาเข้าร่วมงานกับ AIA ในปี 1996 และได้รับรางวัลมากมาย รวมถึง MDRT, Premier Agent และ Manager of the Year ในภูมิภาคต่างๆ นอกจากนี้เขายังได้รับปริญญาดุษฎีบัณฑิตกิตติมศักดิ์ในปี 2021 และได้ปรากฏตัวในนิตยสารและรายการโทรทัศน์ชื่อดังมากมาย

Kim Payne is a speaker, trainer and business coach with more than three decades of experience in financial services. She holds a bachelor’s degree in economics, advanced diplomas in financial planning and has served in leadership roles for 20 years at corporations such as Credit Suisse, Citibank and NAB/MLC before launching her own businesses in 2010. Through her keynotes, workshops, programs and coaching strategies, Payne helps professionals build their practices, grow personally and achieve meaningful results.

Avraam Pekris is the CEO and founder of Huminance Insurance Agents and Consultants and holds a degree in actuarial science from the London School of Economics. His background includes serving as the general manager of Eurolife Cyprus, where he achieved significant milestones, as well as in other roles with the UK Public Sector Actuaries Department, Buck Consultants and Aon Associates. Pekris authored the book "Beyond the Policy: The Secrets to Insurance Mastery" and has been recognized for his exceptional skills and contributions to the insurance profession.

Godofredo Batas Peteza III is a branch manager at Pru Life UK in the Philippines. He holds a bachelor’s degree in information technology and has been in the financial services profession for 10 years, serving as a leader for six years. Specializing in financial planning, wealth management and high-net-worth clients, Peteza has helped his team of 130 financial advisors and three agency leaders achieve top awards, including for the highest activity and MDRT ratio versus total manpower.

Bryan Phang, BBA, AEPP, leads a team of 25 financial consultants and has over a decade of experience in financial services, with eight years in agency leadership. He’s the only agency leader globally to win the MDRT Culture of Excellence Diamond Agency Award three years in a row — 2023, 2024, and 2025. This award recognises top performance in production, recruitment, retention, persistency, Whole Person development, and MDRT membership. Bryan’s approach is simple: lead with clarity, build with heart, and never leave anyone behind. His commitment to excellence and leadership distinguishes him as a trailblazer in the financial services profession.

Ryan J. Pinney has been recognized for using innovative technologies to drive insurance sales, streamline the application process and speed up underwriting. Pinney has been featured in various financial publications and has also received several professional honors, including being named one of “4 Under 40” in NAIFA’s Advisor Today and as one of the “24 Most Creative People in Insurance” by LifeHealthPro. He has served in many roles for MDRT, including as Divisional Vice President for Top of the Table in 2022.

Steven A. Plewes, CLU, ChFC คือนักสื่อสารและนักแก้ปัญหาที่มีประสบการณ์และประสิทธิภาพ ด้วยประสบการณ์กว่า 40 ปี ในฐานะเจ้าของธุรกิจอิสระในวิชาชีพบริการทางการเงิน Plewes ได้พัฒนาทักษะเฉพาะตัวในการทำความเข้าใจผู้คน และช่วยเหลือพวกเขาในการบรรลุเป้าหมาย อีกทั้งเตรียมความพร้อมให้พวกเขาสามารถก้าวสู่ชีวิตหลังหยุดทำงานได้อย่างมั่นใจ ตลอดระยะเวลาในการทำงาน Plewes ได้นั่งในตำแหน่งผู้นำมากมายภายในวงการบริการทางการเงิน โดยเฉพาะ MDRT และได้กล่าวบรรยายในการประชุมต่างๆ ทั่วโลก เขายังเป็นผู้แต่งหนังสือที่วางจำหน่ายเมื่อไม่นานมานี้ “The High Altitude View (มุมมองภาพรวมระดับสูง)”

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Svetlana Plitin-Tamaviciene began working in the life insurance profession in 2014. She has achieved remarkable results by balancing her roles as a wife, mother and businesswoman while consistently qualifying for MDRT. She is co-founder and director of the business referrals chapters at BNI and is passionate about sharing her perspective with audiences worldwide that no matter how challenging the market and life become, advisors can thrive by maintaining the right attitude, high activity, discipline and more.

เธอดำรงตำแหน่งผู้จัดการศูนย์ที่บริษัท ไทยประกันชีวิต จำกัด (มหาชน) พร้อมประสบการณ์การทำงานมากว่า 16 ปี เธอเป็นวิทยากรในงานประชุมประจำปี MDRT 2021 ที่เมืองนิวออร์ลีนส์ (Virtual Event) และมีประสบการณ์มากมายในด้านการเงินและการบัญชี เธอจบปริญญาตรีด้วยเกียรตินิยมอันดับสอง ได้รับรางวัล National Quality Representative Award จาก TNQA IQA เป็นเวลา 10 ปี รางวัล GAMA Management Award และ NAA Best Representative Award เธอมีส่วนร่วมอย่างแข็งขันในฐานะวิทยากรของบริษัทในโครงการต่างๆ และการขายช่องทางคนไม่รู้จัก 90%

Sergio Fernando Puente Calzada, FSCP, CLI, is a founding partner of Fábrica de Futuros Viejitos Millonarios, a firm dedicated to developing retirement strategies for Mexicans worldwide. He holds a bachelor's degree in international business and a postgraduate degree in technical stock market analysis. With 18 years of experience in the financial services profession, Puente Calzada has spent 11 of those years working as a professional insurance advisor.

Erik Qualman is a bestselling author of five books on digital leadership and the founder of Equalman Studios, which has produced film and animation projects for The Walt Disney Company, IBM, Cartier and many other global brands. Qualman received an honorary doctorate for his groundbreaking work “What Happens in Vegas Stays on YouTube” and is a former sitting professor at Harvard and MIT edX labs. His “Socialnomics” concepts have been featured on 60 Minutes, in The Wall Street Journal and are used by NASA. And

Isela Quiñones Arreola has a bachelor's degree in educational psychology and is currently studying economics and finance. She has excelled as a comprehensive insurance advisor during her 14 years of experience in the profession and has utilized digital marketing to position her company as regional champion for the highest number of policies sold since 2021.

Isela Quiñones Arreola has worked in the financial services profession for 14 years as a holistic insurance advisor. She holds a bachelor's degree in educational psychology and is currently pursuing a second bachelor's degree in economics and finance. Quiñones Arreola specializes in digital marketing, which has made her regional champion for the highest number of policies in her company since 2021.

Rodrigo Rivera Barba, LUTCF, joined the financial services profession in 2009 as an advisor at Seguros Monterrey New York Life and specializes in retirement plans, life insurance and educational plans. Rivera Barba has served as a speaker for MDRT and is a member of his company's top 100 advisors.

Laura Patricia Rodríguez Cardenas holds a bachelor's degree in law and a master's degree in tax and administrative law. She began her career in the financial services profession in 2017 as an insurance advisor at Seguros Monterrey New York Life. Currently, she serves as the CEO of Why Not? Especialistas en Protección Patrimonial. Rodríguez Cardenas is also a speaker and recipient of the XIII National Award for Insurance Journalism and Communication from AMIS in the category of content creators.

Josele Alejandro Romo Barajas has been in the financial services profession for 19 years. His areas of expertise include marketing, telemarketing, and the training and development of advisors. He currently serves on the national board of advisors for Seguros Monterrey New York Life and has been a speaker at various industry forums.

Yolen Sada has been in the financial services profession for 12 years, serving as a leader for the past 11 years. As a sales director at her own firm with Prudential Seguros Mexico S.A., Sada specializes in sales, leadership and mindset while managing a team of 45 advisors and managers. She has received many awards for recruiting and sales, and her previous experience includes running her own jewelry brand.

Ryan Salonia began his financial services career at State Farm in 1997, soon after graduating from college. He continued to evolve, from helping people manage their car insurance claims to spending time in agency leadership, before starting his own agency in 2007. He has since earned many accolades for his accomplishments and enjoys managing his five full-time and two part-time team members with a positive attitude and a goal to lead with intent.