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.

Craig Palfrey, CFP, is founder of Penguin Wealth, a firm based on practical strategies and clear communication — from team leadership and branding to generational wealth transfer and AI adoption — which has laid the foundation for their culture, growth and client loyalty. Palfrey has strong expertise on topics such as behavioral finance and trust planning and has built a reputation for blending professional expertise with humor and storytelling that makes complex topics accessible.

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 .”

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.

Elaine Milne, Dip PFS, has been in the financial services profession for 28 years and is the director of her own successful financial planning practice. She has spoken frequently at MDRT events in various countries as well as on Main Platform at the 2019 MDRT Annual Meeting. She is an Excalibur Knight of the MDRT Foundation and was proud to serve on the Board of Trustees from 2019-2022. As 2025-2026 president of her local Rotary Club, Milne enjoys participating in a variety of charitable endeavors.

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.

Brian D. Heckert, CLU, ChFC, has dedicated his professional life to providing strategic financial advice and services for individuals and businesses. He has been involved with numerous MDRT committees and served as MDRT President in 2016. Through his industry leadership, he has gained a broad world view, and he has been featured and quoted in media outlets such as Forbes, the Wall Street Journal, CNN Money and ThinkAdvisor in addition to speaking to audiences in 49 U.S. states and 35 countries on topics ranging from advanced planning ideas to practice management.

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.

Robert E. Nixon, B Com, Dip AII, has been assisting people in their wealth creation, retirement planning and personal risk protection since 1973. In more recent times, he has added to this a new focus on the financial needs of the elderly, especially for those who need to enter an aged care facility, and has completed appropriate professional training for this additional service.

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.

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.

Joseph Sparacio has been in financial services leadership for 30 years and is currently a general agent with Texas National Financial Group, proud partner of National Life Group in Addison, Texas. Prior to this role, he was head of field management at MassMutual. Sparacio is a graduate of Hofstra University, where he established a scholarship for students in speech and communication, and is currently on the NAIFA board of directors.

Agnieszka Surowik is an expert in financial risk transfer, specializing in life and health protection, retirement solutions, business succession and cross-insurance for companies — integrating strategy with values and long-term responsibility. With 18 years of management and leadership experience and seven in sales, Surowik advanced from advisor to director to sales trainer within five years of joining the financial services profession. She achieved MDRT in her second year and is now an MDRT Center for Field Leadership member, supporting dozens of advisors in their development through the Millionaire Club at Prudential Poland.

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

Devin Gaffney, FSCP, LUTCF, is the sales training manager and development leader for AAA Life Insurance Company. With almost 30 years’ experience in financial services, Gaffney has spent the last 13 years focused on designing and delivering programs that combine traditional training methods with cutting-edge technology to empower advisors. He graduated from Western Kentucky University with a degree in advertising and marketing.

Avraam Pekris, BSc, MBA, is the CEO and founder of Huminance Insurance Agents and Consultants. He has more than 20 years of experience in the financial services profession and specializes in leadership development, recruitment and building exceptional agency cultures. An actuary by training, Pekris holds first-class honors from the London School of Economics and Political Science and an MBA from the Cyprus International Institute of Management.

Allen Jackson, FSCP, is a managing director with Transamerica Agency Network. With more than 30 years of experience as a financial services leader, Jackson focuses on leadership development, recruiting, selection and developing others. He was a Diamond Club qualifier for 23 years at AAA Life and is a graduate of both Leading from the Front and the Career Sales Institute.

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.

Jocelyn Kau is a five-time MDA award recipient. She is a senior wealth director at Prudential Financial Advisers Singapore, with 13 years of experience in financial services and eight in leadership. She holds an IBF Level 3 certification and leads a team of eight advisors, specializing in recruitment and Gen Z talent development.

Diana Ng, B Bus, ChFC, is a 12-year MDRT member with three Court of the Table qualifications. With 15 years in financial services and a decade of corporate marketing experience, she brings strategic insight to her work. As a director at Prudential Assurance Company Singapore, Ng specializes in financial wellness and estate planning, leads a team of 19 advisors, and is passionate about developing confident, purpose-driven leaders.