Jung Hwan Kim is a financial services professional with extensive experience in asset transfer, inheritance and gift planning. Kim specializes in providing integrated solutions through collaboration with other professionals. Additionally, he provides financial management services for high-net-worth individuals through global asset allocation and dollar-based retirement planning strategies.

Sunhoo Kim is a dedicated financial professional recognized for innovative client networking strategies. By combining professional expertise with personal interests and hobbies, Kim has successfully expanded influence in the high-net-worth client market. His approach demonstrates how leveraging shared activities can build authentic relationships and enhance professional credibility.

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.

Chi-Chin Kuan serves as business assistant manager at Nan Shan Life Insurance with nine years of experience. His expertise spans comprehensive risk planning, retirement strategies and multigenerational wealth transfer.

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.

Tzu Hao Kuo served as the president of Taishin Life's 26th MDRT Promotion Association in 2024 and was a speaker at the 2023 MDRT Annual Meeting. He graduated from Ming Chuan University with a degree in accounting and is currently business director of the Primer Elite Team at Taishin Life Insurance, bringing 21 years of insurance experience with specialized expertise in financial, tax and risk management.

Ming Hung Lai, RFC, currently serves as district manager at Fueda Insurance Brokerage. With 22 years of experience in the insurance industry, he specializes in personal asset succession, spousal and family wealth management, real estate distribution and inheritance, tax consulting, trust planning and retirement planning. He is also dedicated to promoting the Whole Person life and serves as a volunteer anti-drug education lecturer for the Taiwan Drug-Free Association.

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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Jane Lim is the founder anddirector of Prosper Financial Planning and has more than 15 years of globalexperience in financial services. She is passionate about helping her clientsbuild financial resilience and achieve financial freedom. Lim holds an MBA fromUNSW, where she received the 2022 Business School Dean’s Award for Service. Shealso holds a Master of Applied Finance from Macquarie University and a Bachelorof Business in financial planning from RMIT.

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Natchanath Limpichai, BA, is a regional manager of Dynamic Group at Chubb Life Assurance Public Co. Ltd. and the founder and CEO of Beyondsynergy, as well as the founder of the Wealthmate application. She has more than 14 years of experience in life insurance and financial planning, with areas of expertise in financial planning, advisor business development and professional standards enhancement. She serves as a committee member and curriculum working group member of GAMA Thailand and is a financial planning speaker for educational institutions. She has received the GAMA Award and the Thailand National Quality Award for professional excellence.

Mei Hung Lin, CFP, serves as independent marketing director at Cathay Life Insurance with 27 years of distinguished service. Her achievements include the international trip qualifications for top producers, Overseas Peak membership and the IDA International Silver Dragon Award. Lin holds a master's degree.

Heather Lindsley, LUTCF, RICP, is a financial advisor and the owner of Guided Path Financial Services and Retirement Planning. She began her career in financial planning in 2004 with a captive insurance company and then moved to the independent world in 2013. She considers herself to be a holistic planner, making sure her clients’ entire financial forecasts are considered. She recently achieved MDRT Foundation Excalibur Knight Legion of Honor status and serves as Vice President of the MDRT Foundation Board of Trustees.

Nick Longo, MFP, APFP, is a financial planner and partner at Relevant Financial, where he helps individuals and families achieve their financial goals through comprehensive financial planning and personalized investment strategies. With 20 years of experience in the financial services profession, Longo specializes in wealth creation, retirement planning and risk management.

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

Guy Mankey has dedicated his professional life to discovering better ways to arrange insurance and manage clients and claims since he sold his first policy in 1979. Over the years, he’s not only become a sought-after speaker in Australia, New Zealand and Asia, but has also presented at numerous MDRT meetings around the globe.

Travis D. Manning, CFP, CLU, is the president of The Evers Financial Group Inc. and has more than 25 years of financial planning experience in retirement income and estate planning. He studied anthropology, language, software engineering and computer science in post-secondary schools.

Alejandro Márquez Espinosa, LCIC, has 31 years of experience in the financial services profession and proudly leads AME Consulting, a successful wealth management firm that administers an insurance portfolio of more than 9,000 policies.

Edward Franklin Marshall,APFS, is a holistic, values-driven financial planner and managing director atDeans Wealth Management, with 23 years of experience in financial services. Hestarted as a tied financial advisor in 2001 and progressed to an independentfinancial advisor in 2004, moving to Kingsland Wealth Management in 2006 andthen their joint venture with Deans in 2008. Marshall bought out Deans in 2024and leads a team of seven. He is a trusted voice on BBC radio, both nationaland local, and has appeared on BBC Breakfast News and BBC Politics coveringvarious financial planning topics.

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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.

Moisés Martínez Hernandez has been an insurance agent for 33 years, specializing in health and life insurance. He is also an MDRT mentor and speaker and has served as a volunteer leader of MDRT’s Membership Communications Committee (MCC). Throughout his career, he has received multiple awards from his company, MetLife, and from the Asociación Mexicana de Agentes de Seguros y Fianzas for his high productivity. Martínez Hernandez also serves as a moderator for postgraduate insurance courses at the Instituto Mexicano Educativo de Seguros y Fianzas.

Luis Fernando Martínez Oliver has been in the insurance industry for 12 years, establishing himself as a prominent financial and insurance agent who specializes in life insurance, retirement plans and investment funds. His strategic approach to content creation has allowed him to leverage social media and artificial intelligence to successfully prospect and attract high-net-worth clients. Martínez Oliver has mentored agents and received numerous awards from the company he has represented throughout his career.

Juli Y. McNeely, CFP, CLU, grew up in the financial services profession, watching her mother and father serve clients. She currently is an owner of Financial Clarity by Design, an independent firm founded by her father, while also growing her personal coaching practice, Juli McNeely Consulting LLC. She became NAIFA’s first female president in 2014 and was awarded the WIFS “Woman of the Year” award in 2015. In 2016, McNeely released “No Necktie Needed: A Woman’s Guide to Success in Financial Services .”

Juli Y. McNeely, CFP, CLU, grew up in the financial services profession, watching her mother and father serve clients. She currently is an owner of Financial Clarity by Design, an independent firm founded by her father, while also growing her personal coaching practice, Juli McNeely Consulting LLC. She became NAIFA’s first female president in 2014 and was awarded the WIFS “Woman of the Year” award in 2015. In 2016, McNeely released “No Necktie Needed: A Woman’s Guide to Success in Financial Services.”

Hidenori Miki is a branch manager of Yokohama Bashamichi Branch of Financial Japan. He has 28 years of experience in the profession and specializes in asset management, business succession and life insurance planning for business owners in the manufacturing and construction industries. Before entering the life insurance business, he worked for Marsh Japan.