Cecilia Socorro Fuenmayor is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Insigneo Advisory Services since 2019 and previously spent ten years with Avantia Capital. Outside of her advisory role, she has a 50% ownership stake in Provision & Solution LLC. Insigneo Advisory Services provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including high-net-worth individuals and banking institutions. The firm offers customized allocations and firm-modeled portfolios across a range of asset classes, supported by third-party research and a dedicated Investment Committee.

Edward Varona is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding Series 63 and Series 66 licenses and 17 years of industry experience. He worked previously at Wells Fargo Clearing from 2016 to 2021 before joining Insigneo in 2021. Outside of his advisory role, he serves as treasurer of a homeowners association in Lake Placid, FL. 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, including access to global and emerging-market assets. The firm also offers third-party manager oversight and manages proprietary investment funds.

Robert Ter Braak is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation and 24 years of industry experience. He has worked with Insigneo since 2017 and is also affiliated with Insigneo Asesor Internacional S.A. and Northeast Securities, Inc. Ter Braak previously provided financial consulting for the Chilean market through Asesorias RTB Limitada. Insigneo Advisory Services, LLC offers investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, using third-party macroeconomic research and ongoing account reviews, with investment options spanning equities, fixed income, commodities, REITs, alternatives, and private placements.

Laura Poo is a financial advisor at Insigneo Advisory Services, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Mercantil Commercebank Investment Services prior to joining Insigneo. Outside of her advisory role, she owns Poch Vacation Homes LLC, a non-securities-related business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base including individuals, corporations, trusts, and institutional clients. The firm’s investment process combines customized allocations by individual advisors with firm-modeled portfolios, utilizing a range of asset classes and permitting client-imposed investment restrictions.

Felix Dones Pagan is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His prior work includes roles at CITI International Financial Services LLC and Citibank NA. Outside of advisory services, he serves as an authorized representative for an insurance agency in Puerto Rico. Insigneo Advisory Services offers investment advisory and consulting services to retail and institutional clients through discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with personalized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures.

Maria Hebditch is a financial advisor at Insigneo Advisory Services, LLC with 24 years of industry experience. She holds a Series 66 designation and previously worked at Boreal Capital Securities LLC and Santander Securities, LLC. Outside of her advisory role, she is the owner and manager of two LLCs established for succession purposes. 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 uses a combination of customized allocations and firm-modeled multi-asset portfolios, incorporating third-party research and allowing client-imposed restrictions across a range of asset classes.

Ammar Abu Lughod is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 63 designation and 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining Insigneo in 2026. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, with a multi-asset portfolio approach that combines committee-driven model portfolios and individualized advisor-led portfolio construction. The firm incorporates global and emerging-market exposures and offers both discretionary and non-discretionary management options.

Javier Estremera is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 18 years of experience in the financial services industry. Since joining Merrill Lynch in 2015, he has specialized in serving high-net-worth individuals and families by providing personalized attention and disciplined, customized investment strategies. Javier’s approach integrates the investment insights of Merrill and the banking services of Bank of America to address comprehensive financial planning needs, including asset allocation, retirement income planning, education funding, tax minimization, and estate planning. Javier earned a bachelor's degree from Universidad de Puerto Rico and holds the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, he works closely with clients to identify their financial goals and develop personalized strategies designed to help them pursue those objectives while managing risk. His expertise spans areas such as employee benefits planning, family wealth management, portfolio management, and strategies for small businesses, foundations, and new wealth. In addition to his professional commitments, Javier is involved in his community as a volunteer with the Boy Scouts of America. Outside of work, his personal interests include camping, fishing, golfing, hiking, photography, soccer, traveling, and spending time with his family.

Eduardo Vale Nieto is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked for VectorGlobal WMG Inc. for 17 years before joining Insigneo Advisory Services and Insigneo Securities LLC in 2026. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, utilizing committee-driven model portfolios alongside individualized advisor-led portfolio construction. The firm offers a range of services including discretionary and non-discretionary portfolio management, third-party manager oversight, and access to proprietary investment funds.

Juan Gonzalez Alzaga is a financial advisor at Insigneo Advisory Services, LLC with 26 years of industry experience. He holds a Series 66 designation and has been with Insigneo since 2017, previously working at Northeast Securities from 2010 to 2017. In addition to his role at Insigneo, he is employed by Galoden Company SA, a financial advisory firm registered with the Central Bank of Uruguay. 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’s approach combines customized allocations by individual advisors with firm-modeled multi-asset portfolios, utilizing third-party research and allowing for a range of investment strategies and client-imposed restrictions.

Ignacio Seveso is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at several firms including Insight Securities Inc. and Northeast Securities Inc. before joining Insigneo Advisory Services in 2020. Insigneo Advisory Services provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm uses a combination of customized allocations and firm-modeled multi-asset portfolios, with oversight from an Investment Committee and employs a range of investment strategies across various asset classes.

Janel Vidal Perez is a financial advisor at Insigneo Advisory Services, LLC with 26 years of industry experience. She holds a Series 66 designation and has worked at Insigneo since 2021, including roles at both Insigneo Advisory Services and Insigneo Securities LLC. Prior to that, she spent five years at Wells Fargo Clearing. 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 advisor-led portfolio construction, utilizing third-party macroeconomic research to tailor allocations to client objectives and risk tolerances.

Jeannie Adams is a financial advisor at Insigneo Advisory Services, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. 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 uses a combination of customized allocations and firm-modeled multi-asset portfolios, incorporating third-party research and a range of investment strategies.

Eduardo Fernandez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2021 before joining Insigneo in 2021. Outside of his advisory work, he is the owner and manager of CASA AMADORE LLC, an interior design business based in Miami. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm utilizes committee-driven model portfolios combined with individualized advisor-led portfolio construction, incorporating global asset classes and third-party macroeconomic research to align investment strategies with client objectives.

Andre Da Silva Reid is a financial advisor at Insigneo Advisory Services, LLC with 12 years of industry experience. He holds a Series 65 credential and has worked previously at VectorGlobal WMG and Progress Advisors. Reid is based in Miami, FL. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with individualized advisor-led portfolio construction and utilizes third-party macroeconomic research to align investments with client objectives and risk tolerances.

Jose Aguilar is a financial advisor at Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation with 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and UBS International Inc. 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 and advisor-led portfolio construction with global asset class exposures.

Renato Rizzatti is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and BTG Pactual US Capital LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, using customized allocations alongside firm-modeled multi-asset portfolios. The firm’s approach incorporates third-party macroeconomic research and allows for client-imposed investment restrictions across a broad range of asset classes.

Jason Jimenez is a financial advisor at Insigneo Advisory Services, LLC with 12 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Insigneo. Outside of his advisory role, he manages an e-commerce business and operates multiple tutoring services focused on financial exam preparation and career coaching, including ownership of Exam Bootcamp 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 combines customized allocations by individual advisors with firm-modeled multi-asset portfolios and employs third-party research and periodic reviews to monitor investments across a broad range of asset classes.

Jose Salazar is a financial advisor at Insigneo Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley from 2015 to 2018. He is also dually registered with Insigneo Securities, LLC, where he serves as Head of Sales on a part-time basis. Insigneo Advisory Services provides investment advisory and portfolio management services to individual clients, corporations, trusts, 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 oversight by an Investment Committee.

Rodolfo Castilla is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has held various roles within the Insigneo organization since 2020 and previously worked at Citi Asesores de Inversión de Uruguay S.A. and Citi International Financial Services LLC. Castilla is a shareholder and director of a personal investment company. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm uses a committee-driven investment process combining model portfolios and advisor-led portfolio construction, incorporating global asset classes and emerging markets to align with client objectives and risk tolerances.