Jonathan Ender is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Insigneo since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is an owner and member of JAEC, LLC, a non-securities related entity used for tax planning. Insigneo Advisory Services provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm combines customized allocations and firm-modeled portfolios, utilizing a variety of asset classes and allowing client-imposed investment restrictions.

Maximiliano Contador Jaras is a financial advisor with Insigneo Advisory Services, LLC and holds a Series 66 designation. He has 17 years of industry experience, including 14 years at VectorGlobal WMG. He is also authorized to work as a financial advisor for VectorGlobal WMG Chile Asesores Financieros SPA, an affiliate of VectorGlobal WMG, Inc. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management with a focus on committee-driven model portfolios and individualized advisor-led portfolio construction. The firm incorporates global asset classes, emerging markets, and foreign currency exposures into its strategies and manages relationships that include cross-border and affiliated broker-dealer elements.

Oriana Rebollar is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. She has been with Insigneo Securities since 2021 and transitioned to Insigneo Advisory Services in 2024. In addition to her advisory role, she serves as a client associate within an affiliated business. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, utilizing a combination of committee-driven model portfolios and individualized advisor-led portfolio construction. The firm’s approach includes global asset classes and emerging-market exposure, with options for discretionary and non-discretionary portfolio management.

Jose Cobian Moran is a financial advisor at Insigneo Advisory Services, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Intercam Securities and Intercam Advisors from 2012 to 2025 before joining Insigneo in 2025. He is dually registered with Insigneo Advisory Services LLC and Insigneo Securities LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm offers customized investment solutions through discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and proprietary private placement vehicles.

Patricia Holder is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, accumulating 15 years at the latter. Patricia is also a managing director with Phoenix Private Wealth Management LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm employs a combined approach of customized allocations and firm-modeled portfolios, utilizing third-party research and a dedicated investment committee to oversee diverse asset classes and client-imposed restrictions.

Pedro Isern is a financial advisor at Insigneo Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services, Inc. for 16 years. Outside of his advisory role, he volunteers with the Kiwanis Club of Little Havana and serves on the board of The Pyramids Condominium Association. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, and institutional clients. The firm offers customized investment solutions, combining adviser-managed accounts with firm-modeled portfolios, and utilizes a range of asset classes alongside third-party research to monitor performance.

Cristina Mendez is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Insigneo Advisory Services, LLC since 2020. Prior to joining Insigneo, she worked at UBS Financial Services Inc for nine years. She is also the owner of DM Wealth Management Group, a financial services business focused on portfolio creation and asset allocation. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, and institutional clients. The firm combines customized allocations with firm-modeled multi-asset portfolios and utilizes third-party research to monitor performance across a range of investment types.

Jose Antonio Roca Dammert is a financial advisor at Insigneo Advisory Services, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at VectorGlobal WMG for seven years before joining Insigneo in 2026. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios with individualized advisor-led portfolio construction. The firm offers access to global asset classes, including emerging markets, and operates with notable cross-border elements, including offshore funds and affiliated broker-dealer services.

Felipe Miranda is a financial advisor at Insigneo Advisory Services, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Efg Capital International Corp for 15 years. Outside of financial services, he is involved in medical-related ventures, including managing entities associated with diabetes treatment centers in South Florida and Colombia, and he also directs a yacht chartering business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers customized and model-based portfolio solutions, incorporating a range of asset classes and allowing client-imposed restrictions, supported by third-party research and ongoing account reviews.

Hector Equihua is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and based in Laredo, TX. He has experience at Insigneo Advisory Services and Insigneo Securities, as well as eight years at International Bank of Commerce. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, institutional, and banking clients. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party research and a range of investment vehicles including equities, fixed income, and alternative investments.

Mariela May is a financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at CitiGroup Global Markets Inc for 12 years. Outside of her advisory work, she is also a part-owner of a real estate property in Aventura, Florida. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers a range of managed account solutions and employs a combination of customized allocations and firm-modeled portfolios, using third-party research and periodic reviews to monitor performance.

Alberto Lopez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 credential and 11 years of industry experience. He has worked at firms including Wells Fargo Clearing and UBS Financial Services before joining Insigneo in 2021. Outside of advising, he has ownership in a family-run business unrelated to investment activities. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers a range of managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services, combining customized allocations with firm-modeled strategies and regular performance monitoring.

Reynaldo Hellmund is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Citi Private Bank for seven years and at HSBC Bank USA and HSBC Securities from 2016 to 2018. Hellmund is the owner of Alpha Draco LLC, an investment vehicle focused on personal investments in non-public companies. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through committee-driven model portfolios combined with individualized advisor-led constructions. The firm’s approach includes global asset classes and emerging-market exposures, with a notable cross-border component involving affiliated entities and offshore funds.

Maria Guevara Fajardo is a financial advisor at Insigneo Advisory Services, LLC with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS Financial Services. She is the president and owner of Max Advisor Corp, a non-securities related business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm combines customized allocations with firm-modeled portfolios and utilizes third-party research to monitor performance across a range of asset classes.

Jorge De Apodaca III is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked with Insigneo since 2018 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is an owner of Latam Group, LLC, a non-securities business used for tax planning purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed model portfolios and individualized advisor-led construction. The firm incorporates global asset classes and emerging markets in its portfolios and features notable cross-border investment elements under common control with its Panama-based affiliate.

Oscar Melian is a financial advisor at Insigneo Advisory Services, LLC with 34 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Advisors LLC and HB Asset Management. He has been with Insigneo Advisory Services and its affiliated broker-dealer since 2016. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, institutional, and banking clients. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and periodic reviews to manage diversified portfolios that may include equities, fixed income, commodities, REITs, alternative investments, and private placements.

Andrea Narbona Letelier is a Series 66-credentialed financial advisor with seven years of industry experience. She currently works at Insigneo Advisory Services, LLC and previously was affiliated with VectorGlobal WMG. Outside of her advisory role, she serves as a teacher assistant for an online education platform, ECLASS. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios and individualized advisor-led portfolio construction. The firm offers a broad range of global asset class exposures and incorporates third-party research to align portfolios with client objectives and risk tolerances.

Ariel Materin is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bolton Securities Corporation, Bolton Global Capital, and Morgan Stanley in various roles from 2010 to 2025. Outside of his advisory role, he is the sole owner and president of an online tutoring school, mylearninglodge.com. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers customized investment solutions that combine adviser-managed accounts with firm-modeled portfolios, utilizing a range of asset classes and strategies.

Mauricio Leyva Santa Maria is a financial advisor at Insigneo Advisory Services, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at VectorGlobal IAG and Banco de Bogotá Panama. Outside of his advisory role, he participates as a substitute manager and shareholder in a family patrimonial society that leases land for cattle. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through model portfolios and individualized advisor-led strategies. The firm incorporates global asset classes and emerging markets into client portfolios and features notable cross-border elements, including affiliated entities in Panama and offshore fund management.

Jose Calero is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation and six years of industry experience. His prior work includes positions at Select Milk Producers and Praries Edge Dairy. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing a variety of asset classes and third-party research to manage and monitor client investments.