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 English is the official language of the 2026 MDRT Top of the Table Annual Meeting.

Alessandro Forte

South Yorkshire
,
,
United Kingdom
Current Membership Year:
2026
Total Membership Years:
28
Court of the Table Honors:
28
Top of Table Honors:
28

Alessandro M. Forte, CFP, FCII, is one of the world’s top financial advisors — by production, qualification and compliance standards. He has spoken in 92 countries, is the author of the international bestseller “Dare to be Different” (published in eight languages) and has helped raise more than USD 24 million for numerous charities. He also served as the MDRT Foundation President in 2025 and is a Million Dollar Knight.

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Working in the ultra-high-net-worth market: A panel discussion

Alessandro Forte
Session Type:
Afternoon Session
Session Format:
Panel
Date of Session:
Thursday, October 8, 2026
Start Time:
1:15 pm
Language:
No items found.

How can advisors enter and thrive with this in-demand clientele? A group of MDRT members shares best practices for working with UHNW clients, including the role of AI, the relevance of philanthropy and family values, and how to prospect and protect legacy, feelings and fortunes into the future.

Ian Freeman

,
,
Current Membership Year:
2026
Total Membership Years:
35
Court of the Table Honors:
26
Top of Table Honors:
10

Ian Freeman is a nationally recognized financial leader, author, and mentor with over four decades of experience guiding individuals and families toward lasting clarity and purpose. He has protected more than $2 billion in family wealth, advised 2,500+ families and mentored 1,000+ financial professionals. Founder of one of the most inclusive advisor networks in finance, Freeman was named by Forbes as one of Florida’s top finance professionals and is the author of “Life Beneath the Suit.”

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Life beneath the suit

Ian Freeman
Session Type:
Top of the Table Speaks
Session Format:
Main Platform
Date of Session:
Wednesday, October 7, 2026
Start Time:
8:00 am
Sesiones Plenarias
Language:
No items found.

Freeman explains why achievement can feel empty, the hidden cost of constant performance mode and why mental wealth is the true foundation of lasting success. You’ll discover how vulnerability strengthens, not weakens, leadership, how mistakes refine purpose, and why reconnecting identity with impact is essential for sustainable success and lasting legacy.

Adelene Bertha and Amy Turk

,
,
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

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Foundation Charity Partner Presentation

Adelene Bertha and Amy Turk
Session Type:
MDRT Foundation
Session Format:
Main Platform
Date of Session:
Wednesday, October 7, 2026
Start Time:
8:00 am
Sesiones Plenarias
Language:
No items found.

MDRT Foundation Charity Partner presentation

Panos Leledakis, LUTCF, Maryam Rasouli Habibi

,
,
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

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. Maryam Rasouli-Habibi is co-founder and partner of Perennial Legacy LLC. With more than 17 years of experience in the financial services profession, she specializes in life insurance, retirement planning and advisor development, helping professionals build scalable, purpose-driven practices rooted in authenticity and human connection. Before co-founding her firm, Rasouli-Habibi held leadership and training roles that shaped her passion for mentoring others. She frequently speaks on business structure, mindset, and integrating AI to enhance client relationships and growth.

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Tech workshop: How to deploy AI chatbots

Panos Leledakis, LUTCF, Maryam Rasouli Habibi
Session Type:
Afternoon Session
Session Format:
Thursday, October 8, 2026
Date of Session:
Thursday, October 8, 2026
Start Time:
2:30 pm
Language:
No items found.

How can you integrate AI into your practice to deliver exceptional client experiences without losing the human touch that drives loyalty and referrals? Leledakis and Rasouli-Habibi show you how to create and deploy AI chatbots, voice agents and AI avatars to streamline your practice.

Ian Green, DipPFS, Elli Schochet, CFP, Chad Willardson, AWMA, CRPC, Alessandro Forte

,
,
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Ian Green, Dip PFS, was the 2021 MDRT President and 2017 Top of the Table Global Council Member and Advisory Board Chair. He runs a family-owned financial planning firm and, as an advocate of the Whole Person concept, attributes much of his success to what he learns from MDRT. Elli Schochet, CFP, is the managing partner of Al G. Brown & Associates, a firm that has been helping clients preserve an estate and create a legacy for more than 80 years. Schochet specializes in structuring tax-effective insurance and estate planning strategies for high-net-worth families. Chad Willardson, AWMA, CRPC, is the president and founder of Pacific Capital and author of four bestselling books. He believes that providing clients with the right resources helps them organize their financial life, clarify their goals and make decisions that lead them to successful and fulfilling lives. Willardson co-hosts “The Smart Money Parenting Show” podcast and has been featured in various publications, such as The Wall Street Journal, Forbes and U.S. News & World Report. Alessandro M. Forte, CFP, FCII, is one of the world’s top financial advisors — by production, qualification and compliance standards. He has spoken in 92 countries, is the author of the international bestseller “Dare to be Different” (published in eight languages) and has helped raise more than USD 24 million for numerous charities. He also served as the MDRT Foundation President in 2025 and is a Million Dollar Knight.

CLOSE

Working in the ultra-high-net-worth market: A panel discussion

Ian Green, DipPFS, Elli Schochet, CFP, Chad Willardson, AWMA, CRPC, Alessandro Forte
Session Type:
Afternoon Session
Session Format:
Panel
Date of Session:
Thursday, October 8, 2026
Start Time:
1:15 pm
Language:
No items found.

How can advisors enter and thrive with this in-demand clientele? A group of MDRT members shares best practices for working with UHNW clients, including the role of AI, the relevance of philanthropy and family values, and how to prospect and protect legacy, feelings and fortunes into the future.

Jaslyn Ng, Brandon J. Wellman, CFP, RICP

,
,
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Jaslyn Ng is a financial services director with more than eight years of experience. She specializes in leadership, productivity and high-net-worth advisory. Formerly a senior HR leader with multinational firms including DHL, Coca-Cola, DuPont and Infineon, she is the 2024 Asia Insurance Agent of the Year and Elite Woman of the Year 2023. Ng has delivered more than 104 presentations worldwide and is the co-author of “Big Deals.” Passionate about giving back, she has raised over USD 50,000 for charity and, as a single mother of two, embodies excellence, balance and purpose beyond Top of the Table. Brandon J. Wellman, CFP, RICP, has always been eager to reach out to others and learn from their success. He has been active in his community as an ambassador for the Greater Springfield Chamber of Commerce and as a member of the Springfield Young Philanthropists.

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Tech workshop: Digital communication

Jaslyn Ng, Brandon J. Wellman, CFP, RICP
Session Type:
Afternoon Session
Session Format:
Panel
Date of Session:
Wednesday, October 7, 2026
Start Time:
2:30 pm
Language:
No items found.

What tools have MDRT members utilized to drive their business in ways that some others might not? Ng explains how embracing social media has helped her build an organic community that fosters trust and converts prospects into clients, and Wellman shares how strategic, well-timed memes can deepen client engagement, spark referrals and attract next-generation prospects.

Helen Jayne West, APFS

Plymouth
,
,
UK
Current Membership Year:
2026
Total Membership Years:
27
Court of the Table Honors:
15
Top of Table Honors:
9

Helen Jayne West, APFS, has been in the financial services profession for 36 years, owning and running her own company as the principal director for 23 years. Committed to lifelong learning, West has earned many additional qualifications and has participated in the Strategic Coach program for nearly 20 years. She believes that by taking time each day to focus on your goals and being intentional about them, along with making a note of any improvements, you are programming your brain for a better life in the future.

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Where did my time go?

Helen Jayne West, APFS
Session Type:
Top of the Table Speaks
Session Format:
Main Platform
Date of Session:
Thursday, October 8, 2026
Start Time:
8:00 am
West
Sesiones Plenarias
Language:
No items found.

Before you manage your time, West says, you must see time clearly. She shares how to discover your own awareness of time management and how to counteract time blindness with tools to better understand your own behavior.

Ryan J. Pinney

Roseville
,
CA
,
USA
Current Membership Year:
2026
Total Membership Years:
18
Court of the Table Honors:
18
Top of Table Honors:
18

Ryan J. Pinney has been recognized for using innovative technologies to drive insurance sales, streamline the application process and speed up underwriting. Pinney has been featured in various financial publications and has also received several professional honors, including being named one of “4 Under 40” in NAIFA’s Advisor Today and as one of the “24 Most Creative People in Insurance” by LifeHealthPro. He has served in many roles for MDRT, including as Divisional Vice President for Top of the Table in 2022.

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BPA

Ryan J. Pinney
Session Type:
Top of the Table Speaks
Session Format:
Main Platform
Date of Session:
Thursday, October 8, 2026
Start Time:
8:00 am
Pinney
Sesiones Plenarias
Language:
No items found.

Why should you complete the MDRT Business Performance Analysis each year, and what can you learn from it? Pinney explains the importance of this annual initiative and how the results can help improve your business.

Naoki Noda

Nagoya
,
Aichi
,
Japan
Current Membership Year:
2016
Total Membership Years:
14
Court of the Table Honors:
9
Top of Table Honors:
6

Naoki Noda serves as a senior advisor and educator at a financial services group where he supports business owners, families and ultra-high-net-worth clients with complex planning needs. With more than 15 years of experience in financial services, Noda specializes in business succession planning, legacy design and emotionally driven decision-making. He frequently speaks and trains advisors across Japan through national study groups and professional education programs.

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How to access client emotions that drive real financial decisions

Naoki Noda
Session Type:
Top of the Table Speaks
Session Format:
Main Platform
Date of Session:
Thursday, October 8, 2026
Start Time:
8:00 am
Noda
Sesiones Plenarias
Language:
No items found.

Even ultra-high-net-worth clients who appear analytical are driven by fear, love, pride and responsibility. Noda shares a repeatable framework for identifying the real emotional drivers behind a client’s words and using deeper questions and silence to turn conversations into moments of emotional safety, trust and commitment.

Juli Y. McNeely, CFP, CLU

Spencer
,
WI
,
USA
Current Membership Year:
2026
Total Membership Years:
19
Court of the Table Honors:
9
Top of Table Honors:
6

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.”

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Creating an internship strategy

Juli Y. McNeely, CFP, CLU
Session Type:
Top of the Table Speaks
Session Format:
Main Platform
Date of Session:
Thursday, October 8, 2026
Start Time:
8:00 am
McNeely
Sesiones Plenarias
Language:
No items found.

For McNeely, utilizing one to three summer interns has created a great pipeline of new talent for several years, leading to the hiring of two full-time team members. Learn how she has developed and assigned interns not only to get projects done but also to drive growth with next-gen advisors and team members.

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