Kristina Cabrera is a financial advisor at Insigneo Advisory Services, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked for Raymond James & Associates for 10 years. Cabrera is also a 10% owner of The Americas Financial Group, a brand involved in brokerage and advisory business. 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 offers customized investment allocations, managed accounts, third-party manager oversight, and private placement advisory, utilizing a combination of proprietary and third-party strategies across various asset classes.

Eric Serfaty is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior work includes roles at UBS Financial Services and Oppenheimer & Co. Inc. He is currently affiliated with both Insigneo Advisory Services LLC and its affiliated broker-dealer, Insigneo Securities LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized investment solutions such as discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services, employing a process that combines individual advisor allocations with firm-modeled portfolios overseen by an Investment Committee.

Nicholas Patino is a financial advisor with Insigneo Advisory Services, LLC in Coral Gables, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Insigneo Advisory Services and Insigneo Securities since 2017 and previously held roles at multiple Brickell Global entities from 2015 to 2017. Outside of his advisory work, he is a part owner and member of a golf club. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, institutional clients, and banking institutions. The firm combines customized allocations with firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and allowing client-imposed investment restrictions.

Anabel Zamora is a financial advisor at Insigneo Advisory Services, LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Insigneo since 2021, previously working at Wells Fargo Clearing. Zamora holds a life insurance license and assists financial advisors with related sales. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients through discretionary and non-discretionary portfolio management. The firm employs a committee-driven model combined with advisor-led portfolio construction, incorporating global asset classes and third-party research to align investments with client objectives.

Adrian Leon is a CFA® charterholder and holds a Series 65 license, with 10 years of industry experience. He is currently with Insigneo Advisory Services, LLC and Insigneo Securities LLC, and previously worked at Guggenheim Partners Latin America and Alvarium Investment Managers. Outside of his advisory role, he serves as investment advisor and trust protector for a private family trust. 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 and emerging-market exposures.

Isadora Del Llano is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Insigneo Advisory Services since 2021, following five years at Wells Fargo Clearing. Outside of her advisory role, she owns an interior design business, Sisi D Designs LLC, dedicating part of her time to that venture. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed multi-asset portfolios and third-party manager oversight. The firm employs a committee-driven investment process combined with individualized advisor-led portfolio construction, emphasizing global asset classes and alignment with client objectives.

Gerardo Castillo is a financial advisor at Insigneo Advisory Services, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Citigroup Global Markets. His current role at Insigneo began in 2018. 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 strategies. The firm incorporates global asset classes and emerging-market exposures and features a cross-border element through affiliated entities and offshore investment options.

Carlos Morales is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at VectorGlobal WMG and UBS Financial Services Inc. He is also a 51% investor in Ferrenova Grupo Industrial Sa de Cv, a hardware store specializing in paint, tools, and supplies. Insigneo Advisory Services provides investment advisory and consulting to retail and institutional clients through discretionary and non-discretionary portfolio management, combining committee-driven model portfolios with individualized advisor-led strategies that incorporate global asset classes and third-party macroeconomic research.

Jaime Musa is a financial advisor with Insigneo Advisory Services, LLC in Charlotte, NC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Citibank NA and UBS Financial Services. Outside of his advisory work, he is an owner and director of MZM21 LLC, a pass-through tax entity. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management with a blend of committee-driven model portfolios and individualized advisor-led portfolio construction that incorporates global asset classes and emerging-market exposures.

Andrea Hebditch is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Insigneo in 2024, she worked at Miura Capital LLC and Advisory Investor Services LLC. Outside her advisory role, she operates a personal accounting service under the business A Hebditch Advisory Service LLC. 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 and individualized advisor-led portfolio construction, incorporating third-party macroeconomic research and global asset diversification.

Leon Alvarez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at VectorGlobal WMG, Wells Fargo Clearing, and Mercantil Commercebank N.A. He has also been involved as a landlord of income properties in Miami, FL. 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 with third-party macroeconomic research. The firm offers a range of portfolio management options, including the Insigneo Multi Asset Portfolios and proprietary funds, with an investment approach that includes global and emerging-market exposures.

Dolores Rodriguez is a financial advisor at Insigneo Advisory Services, LLC with 12 years of industry experience. She holds a Series 66 designation and has been with Insigneo Advisory Services and its affiliated broker-dealer since 2020. Prior to that, she was self-employed for five years. Outside of her advisory role, Rodriguez serves as director, president, and owner of Vera Vita Inc., a non-investment related pass-through entity. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients with a focus on discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios and individualized advisor portfolio construction, incorporating global asset classes and emerging-market exposures.

Jorge Oliveira is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Oppenheimer & Co., Inc and Morgan Stanley Private Bank. Insigneo Advisory Services, LLC offers investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, corporations, trusts, and institutional clients. The firm combines customized allocations by individual advisors with firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and strategies tailored to client needs.

Felipe Caicedo Llano is a financial advisor at Insigneo Advisory Services, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley for seven years before 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 committee-driven model portfolios and individualized advisor-led construction, including global and emerging-market exposures.

Ignacio Barcena is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Insigneo since 2021 and previously spent five years at Wells Fargo Clearing. 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’s strategies include global asset classes and emerging-market exposures, with options for discretionary or non-discretionary portfolio management.

Juan Campuzano is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Truist Advisory Services and Sanctuary Advisors LLC. Outside of his advisory role, he is the owner and manager of Bull Capitale, LLC, a real estate investment company. Insigneo Advisory Services provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm offers customized allocations and firm-modeled multi-asset portfolios, utilizing a range of investment strategies and third-party research.

Gonzalo Milian is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Raymond James & Associates and Premier Capital Advisors LLC. He is also the owner of GM Capital Partners, LLC, an investment-related business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, and institutional clients. The firm employs a combination of customized allocations and firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and allowing client-imposed investment restrictions.

Minerva Santos is a financial advisor at Insigneo Advisory Services, LLC with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at BBVA and PNC in various capacities. 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 a range of managed accounts, proprietary portfolios, and consulting services, utilizing customized allocations and third-party research to monitor performance.

Jose Rodriguez is a CFP®-designated financial advisor with 30 years of industry experience. He has worked at Citigroup Global Markets for 11 years before joining Insigneo Advisory Services, LLC in 2018, where he currently serves as a financial advisor. He is dually registered with Insigneo Securities and spends approximately five hours per month on advisory 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 account solutions and employs a combination of customized allocations and firm-modeled portfolios, incorporating third-party research and oversight by an Investment Committee.

Paulina Merino is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at VectorGlobal WMG and Actinver Securities, Inc. Outside of her advisory role, she teaches yoga classes as an independent contractor at Soultribes Studio. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, employing a blend of committee-driven model portfolios and individualized advisor-led portfolio construction with global and emerging-market asset exposures.