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.

Keith Ferrazzi is an entrepreneur, philanthropist, award-winning speaker, bestselling author and investor. As founder and chairman of Ferrazzi Greenlight and its applied research institute, Ferrazzi coaches teams in top organizations to achieve transformative outcomes. He is a Fast Company Leadership Hall of Famer and Toastmasters’ 2018 Golden Gavel Award winner who has a passion for challenging people to embrace change and inclusive collaboration.

Juan Bendaña is a highly sought-after speaker, entrepreneur and coach who has worked with top CEOs, Olympians, Grammy Award-winning artists, actors and Fortune 100 leaders. He started his first leadership development company more than a decade ago constructing personalized programming for companies such as Disney, Fidelity, Lindt, American Express, Nationwide, Sony Pictures and Zillow. Based on his research of more than 250,000 leaders at institutions such as the University of Oxford, the Pennsylvania State University and the University of Toronto, his science-backed framework helps leaders activate the confidence mindset to lead boldly, thrive through change and ignite extraordinary growth.

Abraham F. Zaarour is a distinguished financial advisor and trainer with more than 30 years of experience across the U.S. and Middle East. He began his career at Prudential Securities and Wells Fargo Bank before joining Standard Chartered Bank in Dubai. He took on a pivotal role at NASCO Middle East, where he established and led their wealth management and life insurance department. Since 2007, Zaarour has facilitated, designed and delivered courses in sales and soft skills for global institutions across several industries. His training courses focus on consultancy selling and management skills for financial organizations in Europe and the Middle East.

Catalina Vega is a social communicator with a master's degree in marketing and a certified international leadership coach. As founder and CEO of Humark Latam, a company specializing in cultural branding, human development and leadership, she has supported more than 500 entrepreneurs and executives across Latin America in strengthening their leadership and purpose. Together with Denise Allard Serna, she is also the co-founder of Mentoría Evoluciona, a mentoring program for insurance agents.

Roy Tuscany is the founder and CEO of the High Fives Foundation, a national nonprofit that helps athletes and veterans recover from life-changing injuries and return to the sports they love. An aspiring professional skier, he suffered a spinal cord injury in a 2006 ski accident. Inspired by his recovery support, he founded the organization in 2009 to pay it forward. He now advocates for the adaptive community and outdoor sports.

Felippe Nardi is the founder of Inside The Show, a program that helps professionals transform ordinary online workshops into engaging, broadcast-level experiences. Through coaching, practice tools and innovative training environments, he has worked with entrepreneurs, educators and business leaders worldwide teaching practical methods for delivering virtual sessions that feel alive, strengthen personal brands and often prove more impactful than in-person events.

Alana Nichols is a trailblazing, multisport Paralympian and advocate. After a life-changing spinal cord injury at 17, she became the first American woman to win gold in both Summer and Winter Games. A six-time medalist, mother and adaptive surfing champion, she supports inclusion and empowers women and adaptive athletes worldwide.

John P. Foppe is a seasoned international keynote speaker who was trained by Zig Ziglar and has presented in more than 25 countries. Born without arms, Foppe is the founder of Friends of the Forgotten, a mission serving institutionalized children with disabilities in the developing world. He is the author of “What’s Your Excuse?” and was named one of the Ten Outstanding Young Americans by U.S. Junior Chamber of Commerce.

Rick Denley is a growth and leadership expert. For more than 30 years, he has led multinational corporations and coached executives and professional athletes, empowering them to transform and maximize their influence and impact. An award-winning international coach, consultant and speaker, Denley has inspired thousands worldwide to harness the opportunities in change to reach their peak performance.

Robyn Crane, CFP, is a nationally recognized business coach who has impacted more than 31,000 financial advisors. Her proven marketing, sales and client-acquisition systems help advisors consistently grow thriving practices. Organizations like FPA, WIFS, Guardian Life and Prudential rely on her practical strategies and high-energy delivery. Crane’s insights have appeared in Oprah Magazine, Fortune and The Wall Street Journal. Her colorful style, candid approach and track record of results make her a standout voice in the financial industry.

Nelly Attar is an adventurer and entrepreneur, recognized globally for breaking barriers as an Arab athlete, pushing human limits and guiding others to rise to their own challenges. She made history as the first Arab to summit K2 and the first Lebanese to climb the five highest peaks in the world. As the founder of MOVE, the first dance studio in Saudi Arabia, Attar sparked a movement that inspired communities across the Middle East to embrace fitness, resilience and exploration. Whether leading teams through unforgiving Himalayan climbs or advising organizations on resilience and vision, she embodies the message that, step by step, the impossible becomes possible.

John Ross Cachia is founder and strategic wealth advisor atThriving Wealth. He began his career in financial services at 14, founded hisfirm at 20 and has since built a thriving 20-person practice. With specialtiesin succession planning, intergenerational wealth, behavioral coaching andscalable business growth, Cachia has received more than 50 industry honors,including the 2024 FAAA Adviser of the Year, and is recognized amongAustralia’s top advisors.

Nathan Graff, CFP, BFA, hasbeen helping clients manage their financial puzzles since 2008. He aims tounderstand his clients’ goals, so he can provide customized and creativesolutions to ensure their visions for themselves and their families become a reality.Graff attended Southern Oregon University, the University of Oxford and OregonState University, where he earned a Bachelor of Science degree in philosophy.He holds Series 7 and 66 Securities Registrations with LPL Financial and anOregon health and life insurance license.

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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.

Phil Thompson is a financial advisor and founder of Skye Wealth. After nearly burning out as a generalist, Thompson rebuilt his practice around one niche: insurance-only advice. Today, his company has grown 24x in six years, helping thousands of clients protect their futures. Known for his practical, straightforward approach, he speaks openly about the lessons he learned the hard way and how focus can transform both business growth and advisor well-being.

Alejandro German Pisano is the founder and CEO of Startup Group Consultores en Seguros, a brokerage firm specializing in personal and group insurance. He started his career in the insurance industry more than 3 decades ago as an independent insurance advisor. Throughout his prominent career, he has received numerous awards from leading insurance companies. In addition to his role as an agent, Pisano is a lecturer and mentor to insurance agents, sharing his extensive knowledge and experience. He currently serves as MDRT Company Chair for Life Seguros.

Kavita Bothra is the founder and partner of the financial firm Primassure LLP. With more than 20 years of experience in the profession, she focuses on life insurance, retirement planning and guiding women and families toward long-term financial security. As a strong advocate for women’s financial empowerment, Bothra has spoken at global forums, mentors advisors and is recognized for her empathetic, practical approach to wealth and legacy planning. She also holds a science degree and personal finance professional certification.

Alexandra de Jesus García Yanez is an insurance agent at Seguros Monterrey New York Life. With more than five years of experience in the financial services profession, she has earned recognition for her focus on financial education for young people, especially women, empowering them to build a strong future with a long-term perspective. García Yanez has gained significant recognition for her performance, including Legión Platino, Club Diamante and Club Atlantis. She has also been both a champion and a runner-up in her company's Northern Zone for three consecutive years in the life insurance category.

Montserrat Mureddu holds a degree in organizational psychology and is a founding partner of Mureddu Multi-Family Office, a firm dedicated to protecting, growing and preserving the wealth of business families. Mureddu Gonzalez is a wealth consultant and insurance agent specializing in family finance, with an outstanding professional career spanning more than 15 years in the financial services profession. Her accomplishments include graduating with honors from Camino a la Cumbre, qualifying for Encuentro Élite and Simposio and being a 3-Diamond Agent.

Panos Leledakis, LUTCF, hasbeen in the financial services profession for 25 years and is considered apioneer in the insurance industry. He is an insurance futurist and an expert indigital transformation, artificial intelligence, internet marketing strategies,automation, CRM, virtual and augmented reality, and cutting-edge technologiesin the insurance sector. As the inventor of two innovative software solutionsfor insurance needs analysis and financial planning, Leledakis has earned 11global innovation awards, holds a certification in “AI for Business” from theUniversity of Pennsylvania and is furthering his expertise in artificialintelligence through ongoing studies at MIT.

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Edit Martonosi began her financial services career in 2005 and currently works at an independent insurance brokerage company, specializing in risk life insurance, estate planning strategies for business operators and creating financial portfolios for large companies. In 2018, Martonosi decided to become an international sports insurance advisor in car and motorcycle sports. She has won the Independent Champion Advisor Award several times in the life insurance sector and, in 2024, was elected customer education chair by the Association of Hungarian Insurance Advisors to develop programs, campaigns and communication strategies that address and provide solutions to challenges the advisory profession encounters.

Thanapat Soikampada, FChFP, is a life insurance agent with more than eight years of experience in the profession and has demonstrated outstanding performance by qualifying for MDRT at the start of his career, followed by his continued commitment toward Life membership. Soikampada has expanded his role by sharing knowledge on sales and financial planning with new agents in his company and by serving as a guest speaker for special sessions at educational institutions and hospitals. He has been recognized with several honors, including APFinSA, NAA and the company’s Agent of the Year award, reflecting his expertise and strong professional standards.