Rong Yi is an HWP at the Tianjin Branch of Taikang Life Insurance, with nine years of industry experience. She specializes in cross-border wealth structuring, personalized risk management solutions and building systematic client engagement pathways. She holds a bachelor’s degree, and her awards include recognition as one of China's Top 10 Insurance Stars by the Insurance Association of China as well as the Lifetime Membership in the CMF International Star Award and the IDA Outstanding Business Platinum Award.

Jason Strongerhead Tan is global brands marketer at Jensen Siaw International and, without any formal marketing qualifications, has established professional relationships with top advertising agencies using unconventional strategies to craft campaigns for global brands like Nike, Heineken and Guinness. His high-impact approaches, which have been recognized with 15 industry awards, have formed Strongerhead Blueprint, a strategic framework designed to create mental systems that produce sustainable wins. He holds an MBA, has received seven Teaching Excellence Awards and delivers keynotes for major financial organizations.

Yu-Shiuan Chen serves as senior vice president of marketing at Golden Insurance Brokers, bringing 18 years of expertise and specializing in legacy planning and tax strategy. A recipient of the International Dragon Award, she was recognized as the National Best Professional Consultant by Insurance Faith, Hope and Love Awards in 2023. Chen holds a degree in financial law from the School of Law at National Taiwan University.

Yu Ying Chen is a business manager at Fubon Life Insurance with nine years of experience in the financial services profession. Her expertise spans financial and coverage planning, asset allocation and wealth transfer, tax optimization, and team leadership and talent development. Chen is a multiple recipient of the IDA International Dragon Award and other awards. She holds a degree in business administration and finance from the National Taiwan University of Science and Technology.

Nitin Dnyaneshwar Takalkar is an accomplished insurance and financial advisor at Tata AIA Life Insurance and founder of Jaihind Agency since 2005. With over 25 years in the financial services profession, he specializes in life, health, property and business insurance as well as retirement and investment planning. Takalkar combines deep expertise with a commitment to simplifying financial security for individuals and businesses.

Charlie Reading is a serial entrepreneur, acclaimed speaker and four-time author who is passionate about helping others achieve growth, balance and fulfillment. Founder of Efficient Portfolio Wealth Management and The Trusted Team, Reading empowers business owners to work smarter, grow faster and enjoy life more. As host of the Business of Endurance podcast and an Ironman World Championship competitor, he draws lessons from endurance sports to inspire success. His books showcase his strategic insights and commitment to lasting impact.

Amanda Cassar, MFP, AFP, is a business owner, financial advisor, author, speaker, blogger and a passionate philanthropist who has observed hearts and minds being opened and watched people be empowered to step into their own leadership journeys. With more than 30 years of experience in the financial services profession, Cassar’s special accreditations include aged care, estate planning and self-managed superannuation funds. Passionate about coaching, philanthropy and balance, she mentors advisors globally while championing financial literacy and ethical leadership — proving that success, service and serenity can thrive together .

Corey Williams is a partner at SwainWoodham Group, where he specializes in employee benefits and champions the philosophy of prevention over cure. With more than 30 years’ experience across banking, sales and marketing in New Zealand and the United Kingdom, Williams brings a global perspective to his work. A former sports manager, he has worked internationally with Olympic medalists and world champions.

Putri Mahirah Munatul Maknun Ahmad Mizanudin is an advisor with AIA Malaysia, serving since 2018. She turned the pain of losing a loved one into conviction and purpose to educate others on financial protection and legacy planning. Formerly a broadcast journalist and TV anchor, her exposure to real stories from all walks of life honed her empathy and communication finesse. She grew organically from client to national speaker, championing financial literacy and women empowerment, and actively contributes through MDRT Day, MDRT Gives Day Malaysia (2022–2025) and as part of MDRT MCC Malaysia (2024–2025).

Tze Ho William Won joined Prudential Insurance in 2011. Beginning his career in the competitive Hong Kong cold-call market, he has since expanded his practice across Greater China, serving more than 800 families from the Chinese mainland. Won is known for his ability to deliver sharp and personalized analysis — crafting bespoke wealth preservation and legacy strategies that empower clients to achieve their long-term financial goals.