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.

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.

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 .”

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.

Alyssa O’Brien is a communications expert with 15 years of experience helping organizations craft compelling narratives and engage their audiences effectively. As client service manager at G&S Business Communications, a firm that partners with financial services clients like MDRT to unify and elevate their messaging, strengthen their brand and achieve their goals through holistic communications, O’Brien has a proven track record of developing and executing integrated communications strategies. She brings deep industry knowledge with an innovative approach to public relations and marketing.

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.

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 .”

Alyssa O’Brien is a communications expert with 15 years of experience helping organizations craft compelling narratives and engage their audiences effectively. As client service manager at G&S Business Communications, a firm that partners with financial services clients like MDRT to unify and elevate their messaging, strengthen their brand and achieve their goals through holistic communications, O’Brien has a proven track record of developing and executing integrated communications strategies. She brings deep industry knowledge with an innovative approach to public relations and marketing.

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.

Ho Hsiu Ling is a financial planner who leverages 20 years of human resources expertise in her practice while also applying her training and consulting experience to her role.

Pitchuda Suwannasarn is a triple A sales manager with Muang Thai Life Assurance Public Co. Ltd. She has more than five years of experience in the life insurance profession, specializing in retirement planning and delivering structured online advisory services in life insurance, health insurance and critical illness coverage. She manages a client portfolio of more than 400 clients and has earned industry recognition for performance and quality, including Top Agent, Active Top Health Champion and Top FYC Manager, as well as achieved professional designations such as IQA, TNQA, APFinSA, NAA and Quality Manager (Q).

Tommy Cunningham, QFA, RFP, is a financial consultant, entrepreneur, and Principal of Cunningham Financial Services Ltd. With over 13 years’ experience in the financial services profession, Thomas brings a commercially astute perspective shaped by building and leading successful businesses. He advises individuals, families, and business owners across life protection, investment strategy, retirement planning, and broader financial structuring, including lending and mortgage solutions where appropriate. His work focuses on creating resilient, long-term financial frameworks that protect capital, manage risk, and support sustainable wealth creation across all stages of life.

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.

Suchanun Mitchueachart is a recognized financial advisor and team leader with a strong focus on developing advisor capabilities and advancing professional standards. She was named a finalist in the Young Executive category at the 10th Asia Trusted Life Agents & Advisers Awards 2025. Her areas of expertise include team management, manager development and sustainable performance growth. Throughout her career, she has received multiple industry awards, including GAMA Awards, APFinSA Awards and professional excellence recognition such as IQA, TNQA and NAA, as well as recognition as a Quality Manager (Q).

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.

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.

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.

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.

Nattakun Sandesh, CFP, is a financial planner with extensive hands-on experience in delivering structured financial advisory services. He has developed more than 500 comprehensive financial plans for a diverse client base, including corporate employees, government officers, executives and business owners. His expertise focuses on transforming financial plans into actionable strategies clients can implement through a six-step financial planning process, from relationship building and data analysis to plan presentation and ongoing review. He emphasizes trust-building, insightful questioning and long-term client care to cultivate sustainable relationships, professional credibility and natural client referrals over time.

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.

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.

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.

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.

Su-hyeon Kang is a professional consultant at Mirae Asset Financial Service. He specializes in life insurance consulting and wealth management portfolios and has eight years of experience in the financial services profession.

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.

Jorge Antonio Barraza has more than 20 years of experience in the financial industry as a personal lines insurance advisor. Eager to gain new knowledge, Barraza continually seeks professional development through courses and updates. He currently serves as a moderator at the Instituto Mexicano Educativo de Seguros y Fianzas, as well as a mentor and agent developer at MetLife. He is also a prominent speaker at MDRT events.

Eunjoo Chin is a star wealth manager and financial professional at KB Life Partners with six years of experience. Chin specializes in death benefits, retirement planning and life planning. She has received the KB Life Partners Annual Award every year and achieved Rookie Champion status. Previously, Chin worked in overseas business marketing.