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 industry experience. Her areas of expertise span financial planning, life insurance, asset allocation, tax optimization, team leadership and talent development. She is a recipient of the International Dragon Award and multiple Fubon Life Insurance honors. Chen holds a bachelor's 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 .

Jeevan Prakash Poddar is the founder of NetFrendz, a global digital marketing agency serving clients across nine countries. With close to 25 years of experience in the IT-enabled industry, his specialties lie in leveraging AI, digital growth and cyber safety to accelerate business efficiency. He is a certified cyber lawyer and a certified Google digital marketer. He provides results-driven, customized training sessions and strategies for entrepreneurs, corporate teams and institutions globally.

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).

Tsz Ho William Won joined Prudential Insurance in 2011 and currently serves as a senior sales manager. Beginning his career in the cold-market environment of Hong Kong, China, he has since built a thriving practice across the Greater China region, serving more than 500 Chinese mainland families. Won is known for his sharp, analytical approach and his ability to craft tailored wealth preservation and legacy strategies that help clients achieve their long-term financial goals.

Ying Han Ho serves as vice president of the Mile Business Division at Golden Insurance Brokers, bringing 33 years of experience in financial services with a focus on high-net-worth client management and organizational development. A lifetime member of the International Dragon Award, he has earned numerous prestigious honors, including the Asia-Pacific Insurance Elite Award, the Leadership Award and the IQA Platinum Award. He holds an EMBA from the Graduate Institute of Management Science at Tamkang University.