Andrew B. Mortenson, FICS, ChFC, is passionate about connecting with his clients to understand and unlock their goals and purpose. A strong believer in Simon Sinek’s idea that “People don’t buy what you do; they buy why you do it,” Mortenson diligently works with his clients to create personalized plans, so they can achieve the results they desire for their family as well as for philanthropic causes they care about. He has spoken at national events on tax, retirement, estate and charitable strategies.

Ng Yuk Wing Charleson started his financial services profession in 2015 as a director of operations before becoming regional director in 2020. As the company’s youngest regional director in Hong Kong, China, he and his team have been recognized with awards for excellence for their success.

Izumi Osada graduated from Hose University with a bachelor’s degree in law before joining Nissho Iwai Plant Machinery K.K. In 2001, Osada began working at a non-Japanese life insurance company and, in 2019, joined Life Plaza Partners Company Ltd., where he qualified as an executive financial advisor a few months later.

Francees Manuelle Zaguirre, a financial advisor at AIA Singapore, was born and raised in the Philippines before moving to Singapore at the age of 20 to begin a career in financial services, a decision that was rooted in his passion for service. Though he didn’t have a network of family, friends or money at that time, Zaguirre now serves as an MDRT mentor, volunteers at various charitable organizations and believes in giving back to society.

Paresh B. Shah, CFP, has been a wealth strategist for the past 24 years, helping individuals and businesses across the U.S. create innovative financial strategies that protect for today and tomorrow. He specializes in pension and profit-sharing, asset protection, estate planning and business succession planning. His professionalism and community service have kept him active in the U.S. and India.

Zinc Goh Zhi Yin is an executive wealth director who leads a million-dollar agency. She is a master recipient of the “Singapore Management Award” and is passionate about delivering the best client experience while grooming MDRT advisors on her team.

Shuk Ping Joyce Wu, BA (Hons), FChFP, has been an active MDRT member since 2010. She has spoken at multiple MDRT Annual Meetings, served as MCC Company Chair, most recently as Zone Chair for Hong Kong/Macau from 2018 until 2020, and was the Global Council Member for MCC Division 4–Greater China Area. Wu maintains a record of four new cases closed for 200 months in a row and works closely with her team to help them achieve their goals.

Glen Alexander Winata has become his clients’ trusted, go-to financial advisor because of the authenticity he consistently demonstrates. He has discovered unconventional ways to elevate his client relationships, including fine-tuning his personal branding approach, social media presence and the client experience he provides. Winata is the author of three books and a podcast, where he spreads his wisdom on personal branding for insurance professionals.

Mariana Sofia, CFP, MCom (IS), has been in the financial services profession for more than two decades, specializing in family protection. She is a worldwide speaker on various topics, such as sales ideas, storytelling and how to handle objections, and is the author of the book “Power Questions in Objection Handling.” As a breast cancer survivor, she is passionate about sharing her journey to provide hope, guidance and resilience to others going through difficult situations.

Bharat Vadilal Parekh started his career as a life insurance agent at 18 with the Life Insurance Corporation of India, making clients’ dreams come true through his customized financial solutions for more than 38 years. He mentors 30-plus advisors and believes success lies in adding more to life, which sometimes requires you to reinvent yourself.