Attend MDRT 2023 | Million Dollar Round Table | 25 June 2023 | Renaissance Nashville Hotel, 611 Commerce St, Nashville, TN 37203, US

It offers a variety of meetings for members to come together, learn and share ideas, ultimately leading to personal and professional advancement. This is bringing together a community of premier financial services professionals to experience innovative content, first-class industry speakers and unparalleled networking. This annual meeting gathers thousands of members from around the world to create an exclusive event like no other that stimulates growth through learning, networking and sharing innovative ideas.

Attendees hear inspiring speakers, learn insights from some of the best minds in the world, and share their best practices and innovations with peers to help attain new levels of success. The members learn to be well-rounded individuals, improving their lives both personally and professionally.

2023 Speakers

Chan Wing Sze
Admin Manager, Firerock Capital

Jorge Antonio Barraza Avila
Managing Partner, BADI Seguros

Lim Meow Lih
Group Sales Manager, GREAT EASTERN

Tang Man Ching Mi
Global IT Specialist, Mehiläinen

Attaphorn Eiamaorn
Country Manager, Endologix, Inc.

Adrian George, CFP, TEP
President, PlayCheques Financial Solutions

Amy Howard, CHS
Regional Director, Eastern Health

Tatyasaheb Babaurao Shewale
Technician, BEST

Jeremy Mark Wellington DipPFS, Dip CII
Founder, Financial Planning Concepts Ltd.

Julieta Alvarez Cordoba
Argentine Institute dental prosthesis, Dental Technician, Dentures

Mariant Carolina Navarro Protzel
Wealth Consultant - Specialist in Financial Planning and Risk Management, Financial intelligence

Tomas Ohannessian, CFP
Successful Business Owners

Delia Brimmer
Financial Advisor, New York Life

Attaphorn Eiamaorn
Country Manager, Endologix, Inc.

Guojin Li
Marketing Trainer, Critical Illness Without Critical 3D Training Camp

Lim Yee Von
financial advisor, Generation Y

Thomas Stephen, CFP, RICP
Owner, Glenwood Investment Group LLC

Corina Wack, PhD
Financial Services Professional, NYLIFE Securities LLC

Diego De La Mora Mercado
Revenue Growth Management Jr. Executive, Kellogg Company

Stuart Shee Yew Kuen, AFC, BBA
Founder, Advisors in-Sync

Silvia Torres Pulido
BOOKKEEPER, STM BOOKKEEPING SERVICES

Matthew Thomas Fogarty, CFP, Dip FP
Financial Advisor, Matthews advisory

Julianne Hertel, CLTC
Owner, Dream Big Wealth Strategies

Yohei Iwasaki
Software Engineer for Localization and Mapping, Canon Inc

June Rong Rong Koh
Financial Advisor, Prudential Assurance

Mark Olson CFP, MSFS
Founder & Principal, Horizon Wealth Strategies, LLC

Ted Rusinoff
COO, Secured Advantage

Brian Tarpey
President , The Tarpey Group, LLC

Brendan Walsh
Principal - ESG, World Wide Technology

Jeom Suk Kim
Financial advisor

Hung Ju Liao
Engineer, Realtek

Toru Sugawara
Represent, Sustainability Research Inc

Sung Hwan Kim
Staff Scientist, The National Institutes of Health logo National Institutes of Health

Nuttamol Traiupok
Financial Advisor, Samsung Life Insurance

Yixin Wang
Optical Group Leader, Institute for Infocomm Research

Kevin Brown
CMO/Corp Dev, Onbe

Peggy Tsai, RFP, CCFP
Presidential Address

Muhammad Mubashir Hassan, MBA
Contract Manager, Frontier Works Organization

Michelle Hoesly
Principal, IP Strategy and Portfolio, BHP

Andrew Lord, CLU, ChFC
Owner, Essential Planning, LLC

Bryson Milley, CFP, CIM
Financial Advisor & Portfolio Manager, RGF Integrated Wealth Management

Takashi Mochida
Software Engineer, Twitch

James Rogers, CLU, CFP
Financial Planner, B. Riley Wealth Management

Veeraya Jiradilok
Student, Chulalongkorn University

Surojit Kala, CIC, FSS
Owner, Surojit Kala & Associates

Makoto Mitsui
Business Planning Manager, Mitsubishi Chemical Corporation

Chris George CFP, TEP
Founding Partner, Certified Financial Planner, Broadreach Strategic Planning Inc

Anthony Matthews Jones, BSc (Hons), QFA
Founder, AMJ Financial

Young Hoon Kim
Data Scientist, Cisco Advanced Analytics team

Guy Mankey
Managing Director, PAX Financial Group

Esther Althaus, FChFP
Managing Director/Financial Adviser, Perspective Financial Services Pty Ltd

David C. Blake
Chief Technology Officer, Tyto Athene, LLC

Janice Virginia Berner, CPA
Financial Planner, Financial Services Representative, CPA, Baystate Financial

Sarah Bloxham
Customer Care Administrator, Waitomo Group,

Geoff Ramm
Customer Experience, Customer Service & Marketing Keynote Speaker, geofframm.com

Fang Xie
Managing Director, DSV Solutions (Contract Logistics & Distribution arm), DSV - Global Transport and Logistics

Ian Green, DipPFS
President, MDRT

Hsin Yi Hsu
Application Engineer, Huiruijie

Lim Meow Lih
Group Sales Manager, GREAT EASTERN

Rafael Chantres Oreza, MBA, LUTCF
Personal insurance consultant, Seguros

Alejandro Garza Montemayor
Human Resources and Ehs, American Industries Group

Chiu-Ping Lin
Middle School Mandarin Teacher, Ravenscroft School

Jack Shaw
President, Breakthrough Business Technologies

Sanjay Tolani, Ph.D, MBA
Family Leader, Sanjay Mentoring Family

Junkate Tubboon
Insurance Agent, Bankok

Helen Jayne West, APFS
Founder and Director, West Financial Management Co. Ltd.,

Jennifer Borislow, CLU
Founder and CEO, Borislow Insurance

Tony Gordon
Proprietor, Dazzle Exhibitions

Che Min Lin
Importing Manager, Der-Huei Enterprise Co., Ltd.

Asvin Chauhan, Dip FA, MIFP
Managing Director, Ashleigh Court Private Client Wealth Management Limited

Douglas Gomez, AFP, LUTCFl
Industrial engineer and financial services advisor, Panama

Salzina Cruzinha Fernandes
Professional financial planner, Sansal Financial services

Anthony Matthews Jones, BSc (Hons), QFA
Founder, AMJ Financial

Ryan Lau Le An
ESTATE PLANNING & BUSINESS INSURANCE SPECIALIST, GREAT EASTERN

Alvin Albert Jones, CFP, CLU
President, A. Jones Wealth and Estate Planning

Lesley Weiner, CFP, ChFC
Financial Advisor, Mid Atlantic Resource Group/Heritage Financial Advisors

Amanda Stevens
Consumer Futurist | Keynote Speaker of the Year | Author | Consultant, Retail Marketing, Brand Advocacy

Bhupinder S. Anand, ACII, Dip PFS
Financial Architect, Anand Financial Architecture Ltd

Wen Chien Clement Chia
Prudential Executive Financial Consultant, Prudential Assurance Company

Sudhakar Gabriel
Founder Agent Advisor, Max New York Life Insurance

Yun Jia Josh Han, BA ChFC

Juan Bernardo Hoyt Trevino
Member, MDRT

Susana Alejandra Leal Aguirre
Student, UANL

Jae Seok Park
Planning Manager, Hyundai Engineering & Construction Co.,Ltd.

Witsanu Pudtaraksamanee
Edd, AIA

Hirotaro Shibata
Director, Nintendo

Robert Abbate, FICS, CSA
CEO, One Touch EMR

Christopher Lynn Stark, FICF
General Agent, Knights of Columbus

Somchai Charoenprakob
Lecturerer, Muang Thai Life

Sang Uk Han
Senior Engineer, Samsung SDS

Kuo Hua Huang, CFP
Founder, Hongyu Consulting Co. Ltd

Andrew R. Inwood
Global CEO, Head of CoreData America Group

Shumon Nagata
Software Engineer, SmartHR, Inc.

Charlie Reading, APFS
Founder, Efficient Portfolio

Pamela J. Sams, CRPC
Financial Advisor, Jackson Sams Wealth Strategies

Larissa Sedano Jerez
Director, Tele Clinic

Voraseth Sinsophonphong
Member, MDRT

Rajesh Tagore
Founder, Leader Factory

Debra Jasper, Ph.D
Founder and CEO, Mindset Digital

Eugene G. Bozzi, LUTCF
Advisor, Prudential Financia

Carla Brown, FPFS
Managing Director and Chartered Financial Planner, OAKMERE WEALTH MANAGEMENT LTD

Dan Clark
Founder/CEO, Dan Clark and Associates & The Art of Significance Leadership Development Company

Gregory B. Gagne, ChFC
Vice President, MDRT Executive Committee

Naji A. Haddad
Managing Partner, Life Line International 360°

Julianne Hertel, CLTC
Founder and Financial Advisor, Dream Big Wealth Strategies, LLC

Lee Jue Rong
Financial Services Director, Prudential Assurance Company

Edward F. Marshall, APFS
Chief Product Officer, Glooko

Subhas V. Nathan
Financial Services Director, Prudential

Scott S. Paterick, CLU, ChFC
Financial Representative, Modern Woodmen of America

Charlie Reading, APFS
Owner, Trusted Team

Kris Amliwala, APFS
Financial Planner, Designer Wealth Management

Karen Backlun, CFP, CEA
Certified Financial Planner and Certified Executor Advisor, Sensible Financial Planning Ltd

Mark Brunelle, CFP, CLU
Certified Financial Planner, Chartered Life Underwriter, Brunelle Financial Planning Group Ltd

Madhusudhan P. Gad
Advisor, Max life Insurance Company Ltd

Rao K. Garuda, CLU, ChFC
President & CEO, Associated Concepts Agency, Inc.

Brian Haney, CFS, CLTC
Founder, and CEO, The Haney Company

Maribel Hernández
Deputy National Political Director, Equality Division Director, ACLU

Peter Hill, ChFC
Registered Principal, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, Cambridge Investment Research, Inc.

Rick Hu
Founder and President, Midas Wealth

Priti Ajit Kucheria, LUTCF, CFP
Founding Principal, Kucheria Financial Services

Atthapong Lao-ananchai
Sales Executive, Allianz Ayudhya

Thomas Levasseur, CLU, MS ED
Founder & Principal, The Beacon Retirement Group

Yi Hsin Liu
Software Architect, Perfect Corp.

Kasey Massatti, MBA
Executive Vice-President, Senior Consultant, Farfield Financial Solutions

Tomonori Momose, TLC
Executive Vice President, DLI NORTH AMERICA INC

Augusto Quijano Farjat, LUTCF, CLI
Owner, patrimonioseguro.com

Adam Sachs, CFP, CLU
Financial Advisor, Centinel Financial Group, LLC

Radhakrishna K. Shetty, LL.B, MBA
Senior Managaer, Vijaya Bank

Ung Hee Shin
Associate Financial Planner, Korea

Gabriela Sosa Garcia
Wealth Advisor, Seguros Monterrey New York Life

David S. Spellman, AIF, CLTC
Principal Securities Registered Representative, Investment Advisor Representative, Principal Financial Group

Pacharej Thephasdin
Sales And Marketing SpecialistS, FWD Insurance

Joseph Thomas, AIF
Founder and Advisor, 2065 Wealth Management

Brandon Wellman CFP, RICP
Financial Advisor, Prudential Financial

Steph Woo
Financial Advisor, Industrielle Alliance

Jeff Wood
Vice President and Advisory Consultant, Prudential

Freddie Ravel
BUSINESS SUCCESS KEYNOTE SPEAKER, Fortune 500 Companies

Ana Cecilia Fitz Ocampo
Founder of Fitz Asesores

Danielle J. Genier, CLU, CFP
Founder, Fitz Asesores

Clay Gillespie, CFP, CLU
Financial Advisor, RGF Integrated Wealth Management

Brandon Heckert, CFP, AAMS
Financial Advisor, Partner, FSM Wealth, Inc.

Brian D. Heckert, CLU, ChFC
Founder and Wealth Manager, FSM Wealth, Inc.

Eun Ji Lee
APJC MSP Partner Manager, Duo Security

Pu Li, CFA
Founder, Independent Financial Advisors Association

Ryan Jake Perkins
Principal, Genier Financial Services Inc

Masashi Sunada
Enterprise Manager, Kitakyushu Foreign Trade Association

Helen Jayne West, APFS
Founder and Director, West Financial Management Co. Ltd

Lam Pui Ka
Speakers, MDRT

Shalyn Lee, BSc, CIAM
Senior Financial Services Manager, Prudential Assurance Company

Nadia Wijatno, CLU, ChFC
Master Financial Consultant, Prudential Assurance Company

Panitan Saengmaneetham
data processor, THING

Jorge Daniel Guzman
Vice President Corporate Operations, Close Up International

Thidarat Saksayamkul
Managing Partner and Executive Wealth Manager, IFCG Co.,Ltd.

Jeremy Mark Wellington, DipPFS, DipCII
Founder, Financial Planning Concepts Ltd.

Takahisa Yamaguchi
Chair, Nippon Life for MDRT

France Zaguirre
Financial Advisor, AIA Singapore

Kari Gillenwater
Owner, Gillenwater Consulting Group, Inc.

Andrea Doria Lopez Villasenor
Insurance & Savings Advisor, Monterrey Insurance New York Life

Juli Y. McNeely, CFP, CLU
CERTIFIED FINANCIAL PLANNER - Investments and Insurance - Owner/President, McNeely Financial Services, Inc.

Barry Moline
Executive Director, California Municipal Utilities Association

Yuka Nakahara-Goven, MBA, CLU
Financial Services Professional, NYLIFE Securities LLC

Navaporn Rungsawang
Speaker, MDRT

Bruce Alexander
Director and Principal Marketing, Business Imagination Pty.Ltd.

Antonio Blando Chavez
Director empresarial, MetLife México

Stuart Shee Yew Kuen, AFC, BBA
Founder, Advisors in-Sync

Phat Sitthiramruay
Financial Advisor, Muang Thai Life Assurance Public Company Limited

Hae Suk Song
Director, Korea Financial Planning Corporation

IN-Q
Author, Inquire Within

Dylan Alcott
Founder, Get Skilled Access

Heidi Dening
Keynote Speaker - On Stage and Virtual, Heidi Dening

Keller Rinaudo
CO Founded, Zipline

Randy L. Scritchfield, CFP, LUTCF
Executive Committee Member, MDRT

Alex Sheen
Founder, Chief Executive Officer, because I said I would

2023 Sponsors

PREMIER SPONSORS:
• AIA
• Manulife

PRESTIGE SPONSORS:
• ageas
• MetLife