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.

Sanjay Tolani, Ph.D., MBA, is an internationally recognized estate planning advisor and researcher known for his innovative and groundbreaking financial products. As founder of a revolutionary financial strategy available globally for family offices for intergenerational wealth management, Tolani is sought out by many successful entrepreneurs and multiple startup and venture capitalist funds for guidance on equity compensation plans, fundraising strategies and succession planning. He contributes to the MDRT Foundation and the Goodwill Charity Foundation, which constructs senior-age homes and provides education for children in India.

Woei Sean Tong serves with AIA Malaysia. He has 13 years of industry experience and specializes in comprehensive financial planning. He has presented at insurance sales conferences across multiple countries and earned the national championship title at AIA Malaysia in 2015.

Takako Tsuruta is an Independent Financial Advisor with Prudent Japan. She serves as the Education Department Manager of the company. She has 8 years of experience in financial services, specializing in asset management. Previously, she was an US CPA at a US-affiliated company. She graduated from Sophia University Faculty of Arts, Department of French Literature.

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.

Giselle Ugarte is on a mission to help leaders step into their power and communicate with confidence, lead with authenticity and build meaningful connections that move people to action, online and especially off. Her journey has taken her from blogger to TV and radio host and producer to advertising executive and now global coach, speaker and entrepreneur. Her passion for helping leaders eliminate distractions, become more present and ensure they’re running their careers, their message and their impact — not the other way around — has earned her a following of more than 500,000 people and 20 million views worldwide.

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.

Takumi Uno is a member of Prudential Life Insurance Company and has 10 years of experience. He specializes in business owner market. Before joining the business, he was a banker. He won his company awards every year since he started and was ranked No. 1 nationwide in individual insurance in sum assured in 2016.

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.

Adrián Villarreal Alfaro, FSCP, CLI, has a prolific career in the insurance industry. With more than a decade of experience as a professional advisor, he specializes in life and health insurance. Before joining the financial services industry, Villarreal Alfaro held sales management positions at multinational companies, where he developed strong leadership skills.

Pablo Vázquez Moya is a successful financial advisor specializing in a human-centered approach to wealth building, retirement planning and financial education. With more than 12 years of experience, Vázquez Moya has motivated hundreds of clients to take control of their financial futures. His direct, clear communication style has made him one of the most influential financial voices among young audiences in Mexico and Latin America. His mission is simple yet powerful: Help people make smart financial decisions so they can live the life they want, with freedom, security and a vision for the future.

Mike Walsh is the CEO of Tomorrow, a global consultancy that designs companies for the 21st century. For the past 20 years, he’s been a leading authority on disruptive innovation and digital transformation. He is a futurist, an author of three bestselling books and a global nomad from a diverse ethnic background who advises some of the world’s biggest organizations on reinvention and change in this new era of machine intelligence. As a specialist in AI-powered transformation, he bridges disruptive technology and business leadership, translating deep tech into pragmatic recommendations for leaders to seize new opportunities, transform their organizations and change their own thinking.

Brendan Clune Walsh, president and managing partner of Catalyst Solutions Group, leverages his extensive experience in insurance and financial services to develop client strategies that maximize and protect wealth. A graduate of DePaul University, Walsh’s journey led him to success at Northwestern Mutual Insurance before joining his father and eventually completing their succession plan.

Ya-Hui Wang serves as senior business manager at Taishin Life Insurance and brings 23 years of financial services expertise. She specializes in high-net-worth client relationship management and multigenerational wealth transfer planning. Wang received the 2014 Taiwan Life Insurance Association Outstanding Professional Award and holds an EMBA degree.

Wang Wei, CFP, RFA, has 12 years of industry experience and is committed to the Whole Person concept. He cultivates long-term client relationships by providing comprehensive protection planning based on professional expertise, including life insurance, medical protection, retirement planning, legacy planning and tax planning. He is a senior insurance advisor and leads a high-performing sales team, with six team members achieving MDRT in 2025. He has also served as Local Chair and Area Chair for MCC Zone 7 Chinese Taiwan, was a ConneXion Zone speaker at the 2021 MDRT Virtual Annual Meeting and presented a Focus Session at the 2023 MDRT Global Conference.

Cynthia Siew Leng Wee has more than 24 years of experience across global financial markets, specializing in international succession planning, cross-border wealth structuring and sophisticated insurance solutions for ultra-high-net-worth families. A regular keynote speaker at international wealth management conferences and exclusive family office forums across Asia, Wee’s dual expertise spans family office advisory services and insurance practice operations in a competitive wealth management landscape.

Helen Jayne West, APFS, hasbeen in the financial services profession for 36 years, owning and running herown company as the principal director for 23 years. Committed to lifelonglearning, West has earned many additional qualifications and has participatedin the Strategic Coach program for nearly 20 years. She believes that by takingtime each day to focus on your goals and being intentional about them, alongwith making a note of any improvements, you are programming your brain for abetter life in the future.

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Donald F. White Jr., CLU, ChFC, is the founder of Treasure Coast Financial. After 25 years, he sold his interest to his successors to focus on his foundation as well as his passions of writing, speaking and teaching. He is author of the award-winning book, “Always End with the Beginning in Mind: How Firms Remain Great After the Founder Exits” as well as two audio books, “Building a Great Business” and “Legacy Planning.” White has spoken in more than 30 countries, including at many MDRT events, is a former MDRT Foundation trustee and a Legion of Honor Excalibur Knight of the MDRT Foundation.

Paige Williams is a leadership coach, best-selling author and founder of The Creative Keys, a framework helping leaders grow with courage, clarity and aligned action. She specializes in creative leadership, emotional intelligence and sustainable growth.

Glen Alexander Winata is a financial advisor with more than a decade of consistent performance. He is dedicated to helping individuals and families build secure futures through long-term, trust-based relationships. In 2014, he received Indonesia’s Top Agent Award from AAJI, placing third nationwide in number of cases. Winata has spoken at national and international events, sharing his experiences in client service, growth and personal branding, an area he continues to explore and develop in his journey as a financial professional.

Wong Wing Suet Rachael, CFP, is an agency director at FWD Hong Kong and has been in the financial services profession for eight years. As a young leader and a producer, Wong Wing Suet Rachael specializes in comprehensive financial planning for professionals and has received many awards for her accomplishments. She is also an active MDRT member in the MCC Division and has spoken at MDRT Day events as well as the MDRT Global Conference.

Yu Hsuan Wu serves as business manager at Fubon Life Insurance with seven years of industry experience. She focuses exclusively on high-net-worth business owners, delivering sophisticated asset management and intergenerational wealth transfer solutions. Wu holds a bachelor's degree.

Yan Kit Ying Albee is both a researcher and practitioner of personal branding methodology. Over the past three years, she has successfully monetized relationships with 150 previously unknown prospects through social media, establishing deep and lasting connections.

Hui Wen Yang serves as senior vice president at Yung Shiu Insurance Broker, combining 12 years in financial insurance with 16 years of tax services expertise. She specializes in estate tax compliance and sophisticated wealth transfer strategies. Yang previously spent a decade as senior marketing director at Cathay Life Insurance and holds degrees in both economics and accounting.

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.