Phasit Pasukulpun is a comprehensive financial planning specialist with more than eight years of experience. He currently serves as a life insurance advisor with AIA Thailand and an investment advisor with Finnomena. His expertise includes designing life insurance solutions and mutual fund investment strategies. Previously, he worked as an investment advisor at Robowealth, providing advisory services across diversified portfolios. He holds a bachelor’s degree in banking and finance from the Faculty of Commerce and Accountancy, Chulalongkorn University, and is committed to continuously advancing professional standards in financial advisory services.

Narangsan Suracharoenchaikul, FChFP, serves as a district director at AIA Thailand and is the general agency owner of Finnergy Wealth. He has more than 11 years of experience in the financial services profession, with areas of expertise in estate planning, life insurance strategies and agency management, providing advisory services to a broad client base. He holds a master’s degree in engineering and multiple professional financial planning designations. He is also a frequent guest speaker at industry forums and is committed to promoting sustainable financial legacy planning through structured, professional standards.

Ng Ka Wai Carrie is an Agency Manager and Wealth Director at FWD Life Insurance Company (Bermuda) Ltd., with 15 years of experience specializing in asset growth, wealth management, and comprehensive financial planning. Awarded Best Financial Planner of the Year by IFPHK and SCMP, she graduated from The Hong Kong University of Science and Technology with a Bachelor of Business Administration, majoring in Marketing and Management. Carrie leverages social media to share tips and stories, building trust and client connections through authentic, engaging strategies that drive business growth.

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.

Mitsuhiro Okazaki joined Sony Life Insurance Company in 2015. He focused on individual business as a life planner for five years while also being involved in the succession of his father’s business. The experience of learning from his father’s succession planning helped him expand into the business insurance market, serving as a sounding board to thoroughly understand the owner's vision and supporting business continuity. He was previously a systems engineer and a project manager.

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.

María Lorena Arroyo Melchor holds a bachelor's degree in business administration from La Salle University. Throughout her 10 years as a professional agent at Seguros Monterrey New York Life, she has specialized in financial planning for entrepreneurs and executives. Among the recognition she has received from her company for her outstanding performance are her membership in the Centurion Legion Club and attendance at international conventions.

Oscar Jesus Aguilar Rivas, a financial advisor with more than 15 years of experience in the insurance industry and the CEO of the firm Hombre Clave, is also a successful speaker and author of financial planning books. Throughout his professional career, Aguilar Rivas has earned his place in his company’s Diamond Club and excelled as a sales champion.

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.

France Zaguirre is an associate director who has more than 10 years of experience in financial services as well as a strong background in the service industry. He has built a substantial social media presence, with more than 25,000 followers across various platforms, and has received multiple awards for his outstanding service. He completed the Accelerated Management Program at the National University of Singapore to enhance his leadership and professional skills and has spoken at numerous companies and industry events worldwide, sharing his inspiring story and insights.

Manabu Satou joined Sony Life Insurance Company in 2013. Ninety-nine percent of his business are individuals, and nearly all come from referrals. He is one of the leading producers in his company in terms of the amount of protection.

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.

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.

Ariadna Salazar Leon has been an advisor in the financial industry for more than a decade, specializing in life and health insurance. In addition to her successful professional career, Salazar Leon co-authored the book "Eternity in a Conversation," hosts her own finance podcast and publishes content on her blog.

Thomas Pourlidas has been an insurance agent with NN Hellas since 2005, specializing in financial and insurance planning advisory services. He holds financial planning certifications SQF levels 3 and 4 from EFICERT, as well as a diploma in sales management from the University of Piraeus and the Hellenic Insurance Institute EIAS. He is a long-standing member of the Circle of Successful Life Insurance Agents and Hellenic Financial Planners Association and received the “G. Skalingos” award for ethics in 2014, the highest distinction given to professionals who demonstrate exceptional integrity, professionalism, collegial spirit and outstanding performance.

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.

Yung-Han Cheng, AFP, serves at Nan Shan Life Insurance and has 13 years of industry experience, specializing in tax planning and family legacy strategies. He graduated from National Taiwan University and began his career at Deloitte before transitioning to the insurance sector.

Mathew Page is the founder of Sprout Financial Services and has worked in the profession for 19 years, specializing in helping professionals and business owners with life, health and income protection planning. He is also passionate about mentoring other advisors and building strong client relationships through clear, practical advice. With a background in business ownership, Page is known for bringing structure, energy and a bit of humor to everything he does.

Aileen Mari Palmes is a financial advisor at Insular Life, with 12 years of experience in the life insurance profession. Having a background in the hospitality industry, she is known for combining service and authenticity to build lasting client relationships. Her expertise lies in service-led growth strategies, client retention and insurance portfolio cleanups. Through this unique approach, she has doubled her business and continues to mentor fellow advisors in building authentic, scalable practices.

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. Hamilton is MDRT’s MCC Zone 13 Country Chair-Oceania and has served on the MDRT Academy Task Force. He is a Chartered member of the Institute of Directors and holds a Bachelor of Commerce in finance and economics.

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.

Tomas Skvarenina is a partner at Partners Group SK, an independent financial advisory company. With more than 24 years of experience in the financial services profession, Skvarenina has developed expertise not only in advising clients but in leading and developing advisory teams. He leads approximately 250 people across Slovakia, Bulgaria, Romania and China. His global and cross-cultural leadership roles allow him to offer insights for financial advisors working in diverse environments while empowering the next generation of financial leaders to build lasting, impactful teams that deliver for clients, teams and themselves.

Saad Anthony Baksh, BSc, is a branch manager for Maritime Financial Group. He leads 30 advisors in a multiline environment and has helped them win numerous Maritime Financial awards. He is an active MDRT and MDRT Center for Field Leadership member, currently serving on the MDRT Academy Committee-Global Member Relations, and as a member of the Brand Champion Task Force for the MDRT Center. Baksh has spoken at conferences in the United States, Barbados, Jamaica and Belize, and earned his degree from the University of London.

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.

Dimosthenis Sykovaris, ACS, is an independent agent with 33 years of experience in the financial services profession, specializing in life, health and retirement services. He is a graduate of the Athens University of Economics and Business.