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.

Supaporn Samsittichok earned her bachelor’s degree in human resource management before beginning her career while simultaneously working as a life insurance agent with AIA for five years. She later transitioned to full-time agency work, accumulating 16 years of experience in the life insurance profession. She specializes in sales, service and planning employee benefits in health, critical illness, legacy and retirement. Throughout her career, she has received the National Quality Agent Award as well as the company’s Thailand of the Year distinction for many consecutive years to the present.

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.

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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Svetlana Plitin-Tamaviciene has been a financial advisor atAllianz since 2014, specializing in retirement planning and insurance solutionsfor business owners. She has a bachelor’s degree in maritime engineering and amaster’s degree in maritime law, which shaped her strategic and disciplinedapproach to financial planning.

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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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.

Anthony Matthews Jones, BSc (Hons), QFA, is a sought-after speaker who has presented at MDRT events as well as other major conferences all over the world. He is an active MDRT member and is passionate about sharing his expertise and strategies with his fellow financial advisors.

Gail Singh, CIAM, FCCA, is a financial strategist and chief executive officer of GMS Associates International Ltd. (incorporated with Guardian Life of the Caribbean Ltd). With more than 30 years of experience in auditing, accounting and finance, Singh is a certified chartered accountant, a certified quality manager, project management professional and a chartered insurance agency manager. She has received awards for Leadership in Quality Excellence and Outstanding Financial Strategy. Passionate about financial empowerment, Singh is dedicated to helping individuals and organizations pivot with purpose, plan strategically and achieve lasting success.

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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.

Curtis V. Cloke, LUTCF, RICP, is a recognized thought leader in the retirement industry, known as one of the brightest minds in retirement education and academia today. He is an adjunct professor with The American College of Financial Services and an inspiring keynote speaker, sharing his passion, knowledge and love for the art of retirement planning with audiences worldwide. Cloke received the Lifetime Achievement Award by the Financial Hall of Fame in 2025, is a frequent guest on radio and TV commentary programs, and has been featured on a variety of news media platforms.

Sarah Helen Hogan, ACII, is the director and owner of KBA, where she leads a team of financial advisors specializing in retirement planning, business financial planning and succession planning. She has received accolades for her exceptional leadership and client-focused service, such as being named Team Leader of the Year and Financial Adviser of the Year in the North West at the 2019 Professional Adviser Women in Financial Advice Awards, among many other nominations for her inspiration and mentorship. In addition to building lasting relationships with clients and their families, Hogan also actively volunteers at numerous charitable organizations.

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

Jane Lim is the founder and director of Prosper Financial Planning and has more than 15 years of global experience in financial services. She is passionate about helping her clients build financial resilience and achieve financial freedom. Lim holds an MBA from UNSW, where she received the 2022 Business School Dean’s Award for Service. She also holds a Master of Applied Finance from Macquarie University and a Bachelor of Business in financial planning from RMIT.

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

Svetlana Plitin-Tamaviciene has been a financial advisor at Allianz since 2014, specializing in retirement planning and insurance solutions for business owners. She has a bachelor’s degree in maritime engineering and a master’s degree in maritime law, which shaped her strategic and disciplined approach to financial planning.

Paresh B. Shah, CFP, is the managing principal for PareShah Partners and CEO of Merkkuri Wealth Advisors. As a wealth strategist for the past 30 years, Shah helps individuals and businesses create innovative financial strategies that protect today and build for tomorrow. He specializes in pension and profit-sharing, asset protection, estate planning and business succession planning, and co-hosted the talk show “Money & Prosperity.” His professionalism and active service in the community, including his support of many charitable organizations, make him a trusted advisor within the financial services profession.

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Carol Kheng, ChFC, is the 2026 Immediate Past President of MDRT. She has served in multiple roles on the MDRT Executive Committee since 2022. She previously served as Divisional Vice President for MDRT Global Conference Program General Arrangements in 2019 and for MDRT’s Member Resources — Practice Management Division in 2009. Kheng also has served on the Board of Trustees of the MDRT Foundation, for which she is a Diamond Knight. Kheng is a master financial consultant with Prudential Assurance Company Singapore, where she was the founding member and chairperson of its MDRT Club.

Brad J. Myers, ChFC, is the Nominee to the MDRT Executive Committee and a Platinum Knight of the MDRT Foundation. Myers is the owner of Pepperwood Financial, a firm that specializes in helping individuals nearing or in retirement to build sustainable and secure financial futures.

Robert Paylor was experiencing the pinnacle of athletic achievement, competing for the Collegiate Rugby National Championship, when he suffered a severe spinal cord injury, leaving him unable to move or feel anything below his neck. Through an unbreakable vision and years of relentless determination, Paylor stood to receive his diploma from UC Berkeley’s Haas School of Business and can now walk 500 yards. His message stirs organizations and individuals to identify and conquer that which paralyzes them by cultivating purpose in their work and fully accessing the resilience of their team while maintaining positivity and gratitude through even the most daunting challenges.

Dr. José Hernández is a University of California regent and the president and CEO of Tierra Luna Engineering LLC, an aerospace engineering consulting firm. From 2001 to 2011, Hernández worked at NASA's Johnson Space Center in various roles, including as a flight engineer on the Space Shuttle Discovery’s penultimate mission, which completed construction of the International Space Station. Prior to his tenure at NASA, Hernández spent 17 years at Lawrence Livermore National Laboratory, where he contributed to the X-ray laser project and co-developed the first full-field digital mammography system for early breast cancer detection.

Dr. Helen Papagiannis is a globally recognized thought leader in immersive technologies, specializing in AI, spatial computing, frontier technologies and their transformative impact. Her work connects advanced technologies with the needs of diverse industries, providing compelling insights into the future of AI, extended reality (XR) and brain-computer interfaces. She is the bestselling author of “Augmented Human: How Technology is Shaping the New Reality” and founder of XR GOES POP, a consulting firm focused on experiential retail, luxury lifestyle and pop culture.

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.