Kaka Lam has been in the financial services profession for 10 years, specializing in delivering strategic insurance solutions to HNW clients to secure their futures and protect their assets, legacies and success. Lam has spoken at numerous financial services conferences, including at MDRT events, and is an active MDRT member.

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Jinlin Ren, ChFC, CLU, is a distinguished financial advisor who specializes in legacy planning, international wealth structuring and generational impact. Tailoring complex financial solutions into personalized strategies for her clients, Ren believes that happiness is a way of life sustained through careful financial planning, underscoring the crucial role of financial advisors.

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Jadea Ezra Manalo Capucion, JD, has led a top-producing agency in her company for nine years. She received agency leadership awards in 2024 and 2025 and enjoys helping advisors within her high-performing agency achieve MDRT.

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Claudia Wei Peng Ong, AEPP, AFP, has more than 27 years of experience in the life insurance profession. She values the Whole Person concept — a balance of self, family and community — and considers it the foundation for her professional and personal success.

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Natthaphon Rungkiattiwong is the senior district manager of Money Plus 1 and founder of the Money Plus office. Starting his career at age 20, Rungkiattiwong is recognized for both his national and international achievements. He continues to inspire a new generation of financial advisors.

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Derek Lee Wai Yuen has more than 36 years of experience in the life insurance industry. Through his fact-finding system, he aims to become a premier advisor for families and businesses and gain referrals as well. He currently serves more than 1,000 clients and consistently achieves his monthly goals, which facilitates growth and provides the opportunity to serve three generations of clients.

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John F. Nichols, MSM, CLU, is the 2025 First Vice President of MDRT. He is a 25-year MDRT member with 20 Court of the Table and 18 Top of the Table qualifications. Nichols served as Global Council Member of MDRT’s Membership Division in 2020 and Chair of its Bylaws and Ethics Committee in 2019. In 2022, he served as President of the MDRT Foundation, for which he is a Royal Order Excalibur Knight and a member of its Inner Circle Society. Nichols is the founder of Nichols Consulting LLC, a nationally recognized disability insurance benefits practice.

Simon D. Lister, Dip PFS, is the 2025 Nominee of MDRT. In 2021, he served as Global Council Member and Advisory Board Chair of the Top of the Table Division and currently serves as Global Council Member of the Annual Meeting Program Development Division. He also served as Area Chair of the Membership Communications Division. He is a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. Lister is an independent financial planner and managing director with ML Financial Associates, where he specializes in retirement planning.

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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 currently serves as the MDRT Foundation President. 

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Carol Kheng, ChFC, is the 2025 President of MDRT. Kheng has served in multiple roles on the MDRT Executive Committee since 2022. She previously served as Divisional Vice President for Global Conference Program General Arrangements in 2019 and for MDRT’s Member Resources–Practice Management Division in 2009. Kheng also has served on the Board of Trustees of the MDRT Foundation, for which she is a Diamond Knight. Kheng is a master financial consultant with Prudential Assurance Company Singapore, where she was the founding member and chairperson of its MDRT Club.

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