Raily Diaz Rodriguez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at Popular Securities, LLC, Oriental Bank, Banco Popular, and Ana G. Mendez University. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, utilizing a combination of committee-driven model portfolios and individualized advisor-led portfolio construction to align investments with client objectives and risk tolerances. The firm incorporates global asset classes and has notable cross-border operations, including offshore funds and affiliated broker-dealer services.

Maria Garcia is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her work history includes roles at Wells Fargo Clearing and Wachovia Bank, N.A., prior to joining Insigneo in 2021. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed multi-asset portfolios, third-party manager oversight, and consulting. The firm’s investment process combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures.

Yzana Oestreicher is a CFP® with 31 years of experience in the financial services industry. She is currently with Insigneo Advisory Services, LLC, where she has worked since 2021. Prior to that, she was with Wells Fargo Clearing from 2016 to 2021. She is the owner of YOES LLC, a pass-through entity for tax purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm’s investment approach combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating global and emerging-market exposures to align with client objectives and risk tolerances.

Andres Silva is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 65 credential and bringing four years of industry experience. He previously worked at VectorGlobal for 12 years before joining Insigneo Advisory Services and its affiliated broker-dealer, Insigneo Securities LLC. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through proprietary multi-asset portfolios, third-party manager oversight, and consulting. The firm combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating global asset classes and cross-border investment opportunities.

Lisandro Chanlatte is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Citibank N.A. for 14 years. Outside of his advisory role, he serves on the advisory board of a real estate development firm, BAP Development. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm combines customized allocations with firm-modeled multi-asset portfolios and incorporates third-party research and periodic reviews to manage a diverse range of investments.

Roberto Pena is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at HSBC Bank USA and HSBC Securities (USA) Inc. for a combined eight years before joining Insigneo in 2021. Outside of his advisory role, he serves as a director of Antonico LLC, a pass-through entity for tax purposes. Insigneo Advisory Services provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party macroeconomic research and allowing for client-imposed investment restrictions across a range of asset classes.

Beatrice Nunez is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Her prior roles include positions at PNC Investments, BBVA Securities Inc., BBVA Wealth Solutions Inc., Compass Bank, and BBVA Compass Insurance Agency Inc. She is also the sole member and manager of Saint-Lys LLC, a non-investment-related pass-through entity. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and a dedicated Investment Committee to oversee portfolio performance across various asset classes.

John Healy is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He previously worked at Beta Capital Management LP for 15 years before joining Insigneo in 2022. Outside of his advisory role, Healy is a licensed life insurance agent, dedicating less than 1% of his time to this activity after market hours. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and a dedicated investment committee to oversee diverse investment strategies.

Carolina Thompson is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 22 years of industry experience. She has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS Financial Services. Thompson is also president and sole owner of Thompson Wealth Advisory, 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 overseen by an investment committee and offers a range of strategies across multiple asset classes.

Mercedes Garcia Ayuso is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Citigroup Global Markets for 18 years before joining Insigneo in 2026. Outside of finance, she has a 30% ownership interest in a small family retail clothing business based in Madrid, Spain, though she is not involved in its operations. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios with advisor-led portfolio construction. The firm’s approach includes global asset classes and emerging-market exposures, with options for discretionary and non-discretionary management.

John Lopez is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Insigneo Advisory Services, LLC since 2021. His prior experience includes five years at Wells Fargo Clearing. Outside of finance, he owns Puzzling Behavior, LLC, a graphic design and app development business. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management that incorporates committee-driven model portfolios alongside advisor-led customization.

Ricardo Maulini Jr. is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 credentials and 30 years of industry experience. Prior to joining Insigneo in 2021, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2014 to 2021. He is also the owner of RMC Global Portfolio Management Inc., a non-securities-related business entity. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized and model-based portfolio solutions, including multi-asset portfolios, third-party manager oversight, and private placement advisory, utilizing a range of investment strategies and asset classes.

Vanessa Elkins is a financial advisor at Insigneo Advisory Services, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Wealth Management and VectorGlobal WMG. Her current role at Insigneo began in 2026. Insigneo Advisory Services offers investment advisory and consulting services to both retail and institutional clients, combining committee-driven model portfolios with advisor-led portfolio construction and incorporating third-party macroeconomic research to align investments with client objectives and risk tolerances.

Santiago Aboal Alvarez is a CFA® charterholder with 11 years of industry experience, currently serving at Insigneo Advisory Services, LLC. His career includes roles at various entities within the Insigneo organization since 2022 and prior experience with CITI International Financial Services LLC from 2014 to 2022. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management that combines committee-driven model portfolios with advisor-led customization across global and emerging-market asset classes.

Michael Gonzalez is a financial advisor at Insigneo Advisory Services, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Triad Advisors LLC, OSAIC Wealth Inc, and Investacorp Inc. His background also includes six years at Akerman, LLP. 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 committee-overseen investment strategies across a broad range of asset classes, utilizing both proprietary and third-party approaches.

John Romanach is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Insigneo Securities LLC and Insigneo Advisory Services LLC since 2021, and was previously with Wells Fargo Clearing from 2016 to 2021. Outside of his advisory role, he serves as co-trustee of his stepmother's trust. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with advisor-led customization, utilizing third-party macroeconomic research to align investments with client objectives and risk tolerances across global asset classes.

Juan Gonzalez is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Kovack International Wealth Management. Gonzalez is currently affiliated with Insigneo Securities, LLC, in addition to his advisory role. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, institutional clients, and banking institutions. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and periodic reviews to monitor performance.

Heyneer Mora is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Miura Capital, LLC, Wells Fargo Clearing, and Banc of America Investment Services, Inc. Mora is also manager and member of Mora Financial Services LLC, a pass-through entity used for personal accounting purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures to align with client objectives.

Jorge Lopez is a financial advisor at Insigneo Advisory Services, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Ameriprise. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios with advisor-led portfolio construction and offering access to global asset classes and emerging markets.

Javier Soria is a financial advisor at Insigneo Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including VectorGlobal and Andbanc Brokerage. Outside of his advisory role, he manages ownership of a rental property in Canada. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients. The firm combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures to align with client objectives.