Julianne Hertel, CLU, CLTC

Worcester

,

MA

,

USA

Año actual de membrecía:

2022

Total en años de membrecía:

7

Años calificado en Court of the Table:

2

Años calificado en Top of the Table:

1

Julianne Hertel, CLU, CLTC, is the founder and principal of Dream Big Wealth Strategies LLC in Worcester, Massachusetts, USA. Since she began her career in financial services in 2007, Hertel has sought to establish a compassionate and inclusive environment for her clients. An active MDRT member and MDRT Foundation advocate, she is passionate about engaging with organizations that uplift women and those within marginalized populations.

Julia Cheng, CFP, MBA

San Diego

,

CA

,

USA

Año actual de membrecía:

2022

Total en años de membrecía:

28

Años calificado en Court of the Table:

2

Años calificado en Top of the Table:

13

Julia R. Cheng, CFP, MBA, is president and founder of Global Financial Planning Bridge Inc. Despite humble beginnings, Cheng's unrelenting work ethic and professional compassion have earned her numerous awards for her quality service, outstanding accomplishments and community contributions. For more than 30 years, she has provided services for clients from China; the Taiwan Area; Hong Kong, China; Canada; Mexico; England; Germany; Singapore; and Malaysia.

David Batchelor, Dip PFS, CFP

Thame

,

,

UK

Año actual de membrecía:

2022

Total en años de membrecía:

25

Años calificado en Court of the Table:

2

Años calificado en Top of the Table:

22

David Batchelor, Dip PFS, CFP, is the founder of Wills & Trusts Wealth Management, a multidisciplinary practice of financial advisors, accountants and lawyers that focuses on estate planning and investment management. The senior U.K. coach for Strategic Coach Inc., he is also founder of Trust DFM, an investment management firm that manages the investments for many financial advisors in the U.K.

Nobuyuki Fukumoto, AFP

Tokyo

,

,

Japan

Año actual de membrecía:

2022

Total en años de membrecía:

26

Años calificado en Court of the Table:

6

Años calificado en Top of the Table:

14

Nobuyuki Fukumoto, AFP, from Hiroshima, Japan, joined Saison Life in 1995 and earned the company's top performance award twice. In 2009, Fukumoto became an independent agent and established Solution Planning. He joined Sonic Japan in 2015.

Carrie L. Hall, CLU, CFP

Scottsdale

,

AZ

,

USA

Año actual de membrecía:

2022

Total en años de membrecía:

28

Años calificado en Court of the Table:

6

Años calificado en Top of the Table:

7

Carrie L. Hall, CLU, CFP, has worked with affluent individuals, business owners, board members and executive groups since 1985 in the areas of business, estate wealth management and executive benefit planning. Her primary focus is to provide comprehensive plans and ongoing service to clients and their advisors in these specific areas.

Jeremy M. Wellington, Dip PFS, Dip CII

Truro

,

,

UK

Año actual de membrecía:

2022

Total en años de membrecía:

11

Años calificado en Court of the Table:

Años calificado en Top of the Table:

6

Jeremy M. Wellington, Dip PFS, Dip CII, is the founder of Financial Planning Concepts Ltd., based in Cornwall, England, UK. He runs the business alongside his wife and fellow director, providing investment advice mainly to retirees, executives and professionals. Wellington credits his expansive client base to his team’s core values of care, honesty, integrity, quality, collaboration and helping clients balance their lives and their assets.

Carla Brown, FPFS

Cuddington

,

,

UK

Año actual de membrecía:

2022

Total en años de membrecía:

5

Años calificado en Court of the Table:

Años calificado en Top of the Table:

5

Carla Brown, FPFS, is the founder and managing director of Oakmere Wealth Management Ltd. and is based in North West England.

Karl Hartey

Oswestry

,

,

UK

Año actual de membrecía:

2022

Total en años de membrecía:

27

Años calificado en Court of the Table:

1

Años calificado en Top of the Table:

19

Karl Hartey is an independent advisor based in England who operates a wealth management company and discretionary fund management practice for high-net-worth clients. He has held investment and tax seminars for more than 25 years and is an author of 14 books that are used for client recruitment.

Alessandro M. Forte, FCII, FPFS

London

,

,

UK

Año actual de membrecía:

2022

Total en años de membrecía:

24

Años calificado en Court of the Table:

Años calificado en Top of the Table:

22

Alessandro M. Forte, FCII, FPFS, runs one of the most highly regarded and successful financial services practices in the U.K. He is an active MDRT member, treasurer on the MDRT Foundation Board of Trustees and author of the bestselling book "Dare to be Different". He has helped fellow advisors in more than 80 countries achieve greater success with his unique approach and hosts a podcast that has raised millions of dollars for various charities.

R.J. Kelly, AEP, MSFS

San Diego

,

CA

,

USA

Año actual de membrecía:

2022

Total en años de membrecía:

42

Años calificado en Court of the Table:

3

Años calificado en Top of the Table:

5

R.J. Kelly, AEP, MSFS, is founder and chief visionary officer of Wealth Legacy Group Inc. in San Diego, California, USA. With clients across the country, his practice strives to create potential solutions that are often overlooked or initially dismissed. Kelly's strengths and talents lie in his ability to evaluate challenges and see opportunities that are rewarding, successful and significant.

Michelle L. Bender, CFP

Germantown

,

MD

,

USA

Año actual de membrecía:

2022

Total en años de membrecía:

11

Años calificado en Court of the Table:

1

Años calificado en Top of the Table:

7

Michelle L. Bender, CFP, is the president and senior advisor of Potomac Financial Consultants, where she brings more than 25 years of solid financial and asset management experience. She is actively involved in the financial services profession as a member of the Financial Planning Association as well as within MDRT.

Michelle L. Bender, CFP

Germantown

,

MD

,

USA

Año actual de membrecía:

2022

Total en años de membrecía:

11

Años calificado en Court of the Table:

1

Años calificado en Top of the Table:

7

Michelle L. Bender, CFP, is the president and senior advisor of Potomac Financial Consultants, where she brings more than 25 years of solid financial and asset management experience. She is actively involved in the financial services profession as a member of the Financial Planning Association as well as within MDRT.

Regina Bedoya, CLU, ChFC

Juno

,

FL

,

USA

Año actual de membrecía:

2022

Total en años de membrecía:

29

Años calificado en Court of the Table:

7

Años calificado en Top of the Table:

6

Regina Bedoya, CLU, ChFC, is president of RB Financial Services, a financial consulting firm specializing in retirement and insurance planning. She served as the 2020 MDRT President and is a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. Bedoya's volunteerism within MDRT also includes extensive committee work as well as speaking at Annual Meetings and international industry conferences. She has received the Irvin Konter Award and the American Free Enterprise Companion Medal and was named Prudential Palm Beach's Agent of the Year twice.

Dale W. Martin, CLU, ChFC

Port St. Lucie

,

FL

,

USA

Año actual de membrecía:

2022

Total en años de membrecía:

22

Años calificado en Court of the Table:

Años calificado en Top of the Table:

22

Dale W. Martin, CLU, ChFC, has more than 38 years of experience in estate, business and financial planning, protecting his clients' lifestyles, legacies and wealth transfers. Through a holistic management approach, Martin coordinates a comprehensive service process with attorneys, accountants and other professionals, while also overseeing the underwriting and issuance of new policies.

Brian D. Heckert, CLU, ChFC

Nashville

,

IL

,

USA

Año actual de membrecía:

2022

Total en años de membrecía:

34

Años calificado en Court of the Table:

7

Años calificado en Top of the Table:

15

Brian D. Heckert, CLU, ChFC, has dedicated his professional life to providing strategic advice and services for individuals and businesses. An industry leader, he served as 2016 MDRT President as well as on numerous MDRT committees during his many years of membership. Throughout his career in the financial services profession, Heckert has gained a broader world view and brings a breadth of experience to his clients. As an author, speaker and advocate for giving back, he enjoys sharing his time and expertise with others around the world and within his community.

David C. Blake

Harrison

,

NY

,

USA

Año actual de membrecía:

2022

Total en años de membrecía:

22

Años calificado en Court of the Table:

2

Años calificado en Top of the Table:

13

David C. Blake is the founder of an independent insurance organization that designs, introduces and administers portable "guaranteed issue" disability insurance offerings for more than 30,000 health care professionals across the U.S. The ability to secure and support this number of insureds has been achieved by developing a team-based approach that is built around the specialization of functions similar to the production line of a manufacturing company.

Remigiusz Stanislawek

Poznan

,

,

Poland

Año actual de membrecía:

2022

Total en años de membrecía:

10

Años calificado en Court of the Table:

1

Años calificado en Top of the Table:

9

Remigiusz Stanislawek is an experienced financial coach, certified financial advisor and speaker. He often lectures for postgraduate students at the University of Economics in Poznan and works with the European Federation of Financial Professionals to promote standards in financial advisory in Poland. Since 2017, he has been managing web portals and education projects on investments, personal finances and insurance. Apart from being a speaker at many financial conferences in Poland and for MDRT, he has also been cited in many Polish newspapers and business magazines.

Mark Neufeld, CFP, CIM

Vancouver

,

BC

,

Canada

Año actual de membrecía:

2022

Total en años de membrecía:

13

Años calificado en Court of the Table:

1

Años calificado en Top of the Table:

12

Mark Neufeld, CFP, CIM, is a financial advisor, associate portfolio manager and director at RGF Integrated Wealth Management, where he has worked since 1999. He believes the foundation of his work is the personal relationships he forms with his clients.

Stephen Kagawa, FSS, LUTCF

Monrovia

,

CA

,

USA

Año actual de membrecía:

2022

Total en años de membrecía:

29

Años calificado en Court of the Table:

3

Años calificado en Top of the Table:

19

Stephen Kagawa, FSS, LUTCF, is the founder and CEO of The Pacific Bridge Companies, a comprehensive wealth management organization and home of Aloha Financial Advisors, where he focuses on global financial navigation as well as helping the underserved, poorly served and unserved communities from the U.S., Asia and around the world. Born and raised in Honolulu, Hawaii, USA, Kagawa is a NAIFA Diversity Champion and a GAMA International Diamond award winner. The bestselling author of "Aloha Financial Advising" Kagawa regularly speaks on international consultative and wealth management principles around the world.

Celeste Mergens

Mount Vernon

,

WA

,

USA

Año actual de membrecía:

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Celeste Mergens is the founder of Days for Girls, an organization she has led since its beginning in 2008. Under her stewardship, Days for Girls has won the SEED award for gender equity and entrepreneurship, and was named a “Next Ten” organization poised to change the world in the next decade by the Huffington Post. With 20 years of nonprofit and business management experience, Mergens has been awarded Conscious Company Global Impact Entrepreneur of the Year and Women Economic Forum’s Woman of the Decade.

Brian P. Walsh, CLU,ChFC

Wayne

,

PA

,

USA

Año actual de membrecía:

2022

Total en años de membrecía:

28

Años calificado en Court of the Table:

4

Años calificado en Top of the Table:

11

Brian P. Walsh, CLU, ChFC, co-founded Walsh & Nicholson Financial Group in 1991 and has more than 30 years of experience advising individuals and businesses in the areas of wealth management, estate planning, retirement planning and insurance services.

Simon D. Lister Dip PFS

Norfolk

,

,

UK

Año actual de membrecía:

2022

Total en años de membrecía:

15

Años calificado en Court of the Table:

3

Años calificado en Top of the Table:

11

Simon D. Lister, Dip PFS, is the managing director and an independent financial planner at ML Financial Associates, where he runs the company on a day-to-day basis, manages the finances and heads up the ML investment committee. Having started within the financial services profession in 1997 in the field of actuarial pensions, Lister soon discovered his passion for pension knowledge. Since becoming an independent financial advisor in 2001, Lister has held a number of senior roles within the industry and is now the pensions specialist within ML.

Mark Neufeld, CFP, CIM

Vancouver

,

BC

,

Canada

Año actual de membrecía:

2022

Total en años de membrecía:

13

Años calificado en Court of the Table:

1

Años calificado en Top of the Table:

12

Mark Neufeld, CFP, CIM, is a financial advisor, associate portfolio manager and director at RGF Integrated Wealth Management, where he has worked since 1999. He believes the foundation of his work is the personal relationships he forms with his clients.

Stephen Kagawa, FSS, LUTCF

Monrovia

,

CA

,

USA

Año actual de membrecía:

2022

Total en años de membrecía:

29

Años calificado en Court of the Table:

3

Años calificado en Top of the Table:

19

Stephen Kagawa, FSS, LUTCF, is the founder and CEO of The Pacific Bridge Companies, a comprehensive wealth management organization and home of Aloha Financial Advisors, where he focuses on global financial navigation as well as helping the underserved, poorly served and unserved communities from the U.S., Asia and around the world. Born and raised in Honolulu, Hawaii, USA, Kagawa is a NAIFA Diversity Champion and a GAMA International Diamond award winner. The bestselling author of “Aloha Financial Advising,” Kagawa regularly speaks on international consultative and wealth management principles around the world. 

Stephen Kagawa, FSS, LUTCF

Monrovia

,

CA

,

USA

Año actual de membrecía:

2022

Total en años de membrecía:

29

Años calificado en Court of the Table:

3

Años calificado en Top of the Table:

19

Stephen Kagawa, FSS, LUTCF, is the founder and CEO of The Pacific Bridge Companies, a comprehensive wealth management organization and home of Aloha Financial Advisors, where he focuses on global financial navigation as well as helping the underserved, poorly served and unserved communities from the U.S., Asia and around the world. Born and raised in Honolulu, Hawaii, USA, Kagawa is a NAIFA Diversity Champion and a GAMA International Diamond award winner. The bestselling author of “Aloha Financial Advising,” Kagawa regularly speaks on international consultative and wealth management principles around the world. 

Celeste Mergens

Mount Vernon

,

WA

,

USA

Año actual de membrecía:

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Celeste Mergens is the founder of Days for Girls, an organization she has led since its beginning in 2008. Under her stewardship, Days for Girls has won the SEED award for gender equity and entrepreneurship, and was named a "Next Ten" organization poised to change the world in the next decade by the Huffington Post. With 20 years of nonprofit and business management experience, Mergens has been awarded Conscious Company Global Impact Entrepreneur of the Year and Women Economic Forum's Woman of the Decade.

Peggy Tsai, RFP, CCFP

Taipei

,

,

Taiwan Area

Año actual de membrecía:

2022

Total en años de membrecía:

21

Años calificado en Court of the Table:

8

Años calificado en Top of the Table:

6

Peggy Tsai, RFP, CCFP, of Taipei, Taiwan, is the 2023 President of the MDRT Executive Committee. An advisor with Shin Kong Life Insurance Co., she has won the award for No. 1 sales achievement in her company for seven consecutive years. Tsai has held numerous volunteer leadership positions for MDRT, including Divisional Vice President of Membership Communications Committee (MCC) Division 2, MCC Region Chair for Greater China and MCC Zone Chair for Taiwan. Tsai has also volunteered in several capacities for MDRT's meetings, and she has presented at the MDRT Annual Meeting. In addition to her MDRT involvement, Tsai has spoken to numerous audiences of financial professionals in China and has contributed to industry publications in her region.

Brian P. Walsh, CLU, ChFC

Wayne

,

PA

,

USA

Año actual de membrecía:

2022

Total en años de membrecía:

28

Años calificado en Court of the Table:

4

Años calificado en Top of the Table:

11

Brian P. Walsh, CLU, ChFC, co-founded Walsh & Nicholson Financial Group in 1991 and has more than 30 years of experience advising individuals and businesses in the areas of wealth management, estate planning, retirement planning and insurance services.

Jeremy M. Wellington, Dip PFS, Dip CII

Truro

,

,

UK

Año actual de membrecía:

2022

Total en años de membrecía:

11

Años calificado en Court of the Table:

Años calificado en Top of the Table:

6

Jeremy M. Wellington, Dip PFS, Dip CII, is the founder of Financial Planning Concepts Ltd., based in Cornwall, England, UK. He runs the business alongside his wife and fellow director, providing investment advice mainly to retirees, executives and professionals. Wellington credits his expansive client base to his team's core values of care, honesty, integrity, quality, collaboration and helping clients balance their lives and their assets.

Cesar A. Lopez, ChFC, CLU

Coral Gables

,

FL

,

USA

Año actual de membrecía:

2022

Total en años de membrecía:

7

Años calificado en Court of the Table:

Años calificado en Top of the Table:

7

Cesar A. Lopez, ChFC, CLU, is a third-generation financial advisor born in Caracas, Venezuela, and raised in Coral Gables, Florida, USA. He concentrates on providing U.S.-based, dollar-denominated worldwide insurance solutions to his clients.

Bryson Milley, CFP, CIM

Vancouver

,

BC

,

Canada

Año actual de membrecía:

2022

Total en años de membrecía:

21

Años calificado en Court of the Table:

6

Años calificado en Top of the Table:

7

Bryson Milley, CFP, CIM, has more than 26 years of experience in the financial services profession and focuses on holistic financial planning for lawyers, doctors, small-business owners and retirees from these groups. Milley has been involved in multiple purchases and sales of colleagues' practices, which has given him a broad insight into how to handle these types of transitions.

Bill Benjamin

Chicago

,

IL

,

USA

Año actual de membrecía:

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Bill Benjamin is a partner at the Institute for Health and Human Potential, a successful international research and training company that was named as one of the “Fastest Growing Companies” in Profit magazine. Benjamin leverages his advanced degrees in mathematics and computer science to take a practical and scientific approach to helping people understand how the brain responds under pressure so they can improve their leadership and performance. He is an accomplished speaker and author with more than 25 years of experience as a senior leader, resulting in a successful track record with audiences that include surgeons, U.S. Marines and NASA engineers.

Mark Joffe

Hod Hasharon

,

,

Israel

Año actual de membrecía:

2022

Total en años de membrecía:

13

Años calificado en Court of the Table:

Años calificado en Top of the Table:

2

Mark Joffe is a seasoned life and retirement pension insurance broker with more than 30 years of experience providing life, health and personal insurances as well as savings and portfolio analysis.

Sim Gakhar, CHS, BSc

Markham

,

Ontario

,

Canada

Año actual de membrecía:

2022

Total en años de membrecía:

5

Años calificado en Court of the Table:

1

Años calificado en Top of the Table:

2

Sim Gakhar, CHS, BSc, is passionate about helping busy, self-employed professionals and business owners grow their retained earnings tax free, pass more wealth to the next generation and protect their biggest asset -themselves. Gakhar's magic is her problem-finder referral ecosystem that enables her to solve prospects' problems by amplifying her results.

Panos Leledakis, LUTCF

New York

,

NY

,

USA

Año actual de membrecía:

2022

Total en años de membrecía:

4

Años calificado en Court of the Table:

1

Años calificado en Top of the Table:

2

Panos Leledakis, LUTCF, has been in the financial services profession for more than 20 years and is considered a pioneer in his field. An expert in millennials, digital transformation, internet marketing strategy and new technology, Leledakis invented two innovative programs for insurance need analysis that use the science of risk management, AI and extensive neuroscience research on risk perception. He served as president of the Panhellenic Association of Insurance Consultants from 2015 to 2019.

Dewayne Hill

Tampa

,

FL

,

USA

Año actual de membrecía:

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Dewayne Hill is a comedic magician who has performed for Fortune 1000 companies and at conferences and corporate events all over the U.S. He has been featured on the Food Network, Travel Channel, ABC, NBC and FOX Sports Net and was recently voted Family Entertainer of the Year.

Morris B. Morrison

Charleston

,

SC

,

USA

Año actual de membrecía:

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Morris B. Morrison is the owner of Windmill Park Media and a world-class entertainer, professional speaker and author whose journey began in New York City, New York, USA, after being orphaned twice. Morrison strives to help build stronger, smarter and kinder human beings, and his powerful message is clear: to bring people, family and teams closer through personal ownership, service and generosity.

Tiffani Bova

,

CA

,

USA

Año actual de membrecía:

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Tiffani Bova is the chief growth evangelist at Salesforce and the author of the Wall Street Journal bestselling book "Growth IQ: Get Smarter About the Choices that Will Make or Break Your Business." Her thought-provoking insights have made her a frequent guest and contributor for a variety of industry-leading podcasts, live broadcasts and publications. She hosts the podcast "What's Next! with Tiffani Bova" and has interviewed a growing number of inspirational leaders.

Bob Gray, CSP

Whitby

,

Ontario

,

Canada

Año actual de membrecía:

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Bob Gray, CSP, was inducted into the Canadian Speaking Hall of Fame in 2006 and is a former award-winning sales executive. He believes that having a trained memory in business allows you to go from ABCs to Ph.D. With more than 30 years of experience as an international keynote speaker, Gray has taught his innovative memory systems to countless Fortune 500 and 100 companies in more than 25 countries across six continents. His unique abilities and memory demonstrations have netted him a place in the Guinness Book of World Records and international TV appearances, including The Steve Harvey Show, the Today Show on NBC and the BBC.

Heather E. McGowan

,

NY

,

USA

Año actual de membrecía:

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Años calificado en Top of the Table:

Heather E. McGowan is a future-of-work strategist who helps leaders prepare their people and organizations for the Fourth Industrial Revolution, which will be notable for the rapid advancement of technology tools into the domain of human knowledge work. McGowan gives lucidity to the complex topic of the future of work through her illuminating graphic frameworks and powerful metaphors, all backed by extensive research. In 2017, LinkedIn ranked her as its No. 1 global voice for education, and she is frequently quoted in publications and referred to as "the oasis" when it comes to insights in the future of work and jobs that do not yet exist.

Robert S. Ferre, CSP

Holladay

,

UT

,

USA

Año actual de membrecía:

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Años calificado en Court of the Table:

Años calificado en Top of the Table:

Rob S. Ferre, CSP, has spent most of his life and career getting people engaged in an experience. His work has been built around studying the habits of effective teams and how leaders can make work fun again. As a Walt Disney World cast member, a DJ at Universal Studios and a game show host for the Nickelodeon Hotel, Ferre has entertained audiences from Des Moines to Dubai. His interactive approach is designed to get you moving, inspire you to seek change and leave you with a method of putting it into action for years of positive results.

Michael J. Crossland

Boambee

,

New South Wales

,

AU

Año actual de membrecía:

Total en años de membrecía:

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Años calificado en Top of the Table:

Michael J. Crossland has been a fighter since birth, defying the odds by surviving a rare form of life-threatening cancer and being the sole survivor of a horrific cancer drug trial. His first autobiography is a No. 1 bestseller in six countries, he was one of the queen's baton bearers for the commonwealth games and he also runs a school and orphanage in Haiti. He has shared a stage with the likes of Sir Richard Branson and the Dalai Lama.

Bill Benjamin

Chicago

,

IL

,

USA

Año actual de membrecía:

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Bill Benjamin is a partner at the Institute for Health and Human Potential, a successful international research and training company that was named as one of the Fastest Growing Companies in Profit magazine. Benjamin leverages his advanced degrees in mathematics and computer science to take a practical and scientific approach to helping people understand how the brain responds under pressure so they can improve their leadership and performance. He is an accomplished speaker and author with more than 25 years of experience as a senior leader, resulting in a successful track record with audiences that include surgeons, U.S. Marines and NASA engineers.

Jason Dorsey

Austin

,

TX

,

USA

Año actual de membrecía:

Total en años de membrecía:

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Jason Dorsey is president of The Center of Generational Kinetics, the leading generations and emerging trends research, strategy and speaking firm. His passion is uncovering hidden insights and new strategies to innovate and future-proof organizations, and he has led nearly 100 benchmark research studies on four continents to separate myth from truth for leaders. Dorsey has made more than 200 TV appearances, is considered a trusted expert on emerging trends and authored his first bestselling book at age 18.

Tommy Spaulding

Denver

,

CO

,

USA

Año actual de membrecía:

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Tommy Spaulding is all about living and leading from the heart. He founded the National Leadership Academy and the Global Youth Leadership Academy and has authored two New York Times bestselling books. His genuine love of people has led to a lifetime of teaching the value of building deep and authentic relationships that will change organizations and lives.