Travis Aldridge is a CFA® charterholder with 16 years of industry experience. He is currently with New Edge Wealth, where he has worked since 2021, and also with NewEdge Securities, Inc. since 2022. His prior experience includes roles at Boston Private Wealth LLC, Lincoln Financial Advisors, and Genesis Investment Advisors. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients such as family offices and foundations. The firm focuses on asset allocation and investor behavior, offering tailored portfolios through a combination of independent managers, model strategies, and proprietary investment solutions, supported by technology tools including AI-assisted analytics.

Michael Wohlgemuth is a financial advisor with New Edge Wealth and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at Bank of America, N.A., and U.S. Trust/BANK OF AMERICA. Outside of his advisory work, he maintains a mineral and rock collection which he occasionally sells at mineral shows and online. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services from wealth strategy to portfolio management. The firm focuses on asset allocation and investor behavior, integrating independent managers and AI-assisted analytics within a multi-team structure.

Jorge Rivas Padilla is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding the CFA® designation and Series 63 license with six years of industry experience. His prior roles include positions at PNC Investments and various BBVA entities in the U.S. and Mexico. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs. The firm’s investment approach combines strategic and tactical asset allocation guided by BBVA S.A.’s Global Wealth Investment Committee, with a focus on non-discretionary accounts where clients retain final trade approval.

Samuel Goihman Benaim is a financial advisor at Insigneo Advisory Services, LLC with nine years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America, Merrill, and JPMorgan Chase. In addition to his advisory role, he serves as a business consultant for a digital asset education firm. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through model portfolios and individualized advisor-led construction. The firm incorporates global asset classes and oversees third-party managers while maintaining cross-border and affiliated broker-dealer relationships.

Indra Arango is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and four years of industry experience. Prior to joining First Advisors National in 2026, Arango worked at Asset Allocation Strategies, LLC for four years. Outside of advisory work, Arango is president of Indra Arango, PA, a real estate agency, and is involved in annuity and insurance sales, primarily serving public school employees through Valuteachers, Inc. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants, and manages approximately $506.8 million in discretionary assets. The firm emphasizes the selection and ongoing oversight of third-party money managers and uses tactical and strategic asset allocation approaches for client portfolios.

Tiffany Nealon is a financial advisor at StoneX Advisors Inc. with 21 years of industry experience. She holds a Series 66 designation and has held various roles within the StoneX organization and its affiliates since 2014, including compliance responsibilities as Chief Compliance Officer at StoneX International Advisors Inc. Tiffany is based in Miami, FL. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes multiple account structures and model-based solutions, implementing strategies through both in-house and third-party managers.

Cristina Torres Dager is a financial advisor at Insigneo Advisory Services, LLC with two years of industry experience. She holds a Series 65 credential and has previously worked at Vector Global WMG, Banco ITAU Panama, and Occidental Bank Barbados. 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 and individualized advisor-led construction. The firm incorporates global asset classes and emerging-market exposures, with a cross-border focus supported by affiliated entities in Panama and a related broker-dealer.

Gustavo Rodriguez is a financial advisor with BBVA Global Wealth Advisors, Inc. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. His prior roles include positions at Compass Group Investment Solutions LLC, EFG Capital International Corp, and J.P. Morgan Securities. BBVA Global Wealth Advisors serves individual and high-net-worth clients, as well as businesses and family offices, primarily through portfolio advisory and wrap-fee programs with a non-discretionary model. The firm’s investment process aligns client risk profiles with investment guides developed in conjunction with BBVA S.A.’s Global Wealth Investment Committee and incorporates both strategic and tactical asset allocation.

Luis Navas is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. His previous roles include positions at Santander Securities and Banco Santander Central Hispano, as well as various entities within the Insigneo organization since 2017. Navas serves on the board of the American Nicaraguan Foundation and is a member of the Executive Committee of the Financial & International Business Association in Florida. He is also involved with the College of William & Mary’s Latinx Alumni Familia Advisory Board. 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 range of asset classes and third-party research, while accommodating client-imposed investment restrictions.

Melvin Saballos Jr. is a financial advisor at Insigneo Advisory Services, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including VectorGlobal WMG and Insight Securities, Inc. Outside of his advisory role, he operates a vehicle rental business through the Turo platform. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm uses a combination of committee-driven model portfolios and individualized advisor-led portfolio construction, incorporating global and emerging-market exposures to align with client objectives.

Julia Valenzuela is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Bank of America, and CPR Investments Inc. In addition to her advisory role, she serves as a marketing representative for CPR Financial Group LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 89 advisors. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a variety of strategies and a broad affiliated-entity ecosystem.

Miguel Hidalgo is a financial advisor with MissionSquare Retirement in Miami, FL, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with ICMA-RC since 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Giuseppe Mazzeo is a financial advisor at Level Four Advisory Services with 14 years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include positions at Holdun Family Office LLC and Andbank Private Bankers. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and unaffiliated sub-advisors.

Alvaro Torres is a financial advisor at StoneX Advisors Inc. with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining StoneX Advisors and StoneX Securities in 2020, his work history includes roles at VTS Capital Partners, Citigroup, J.P. Morgan Securities, Chase Investment Services, and UBS Financial Services. Outside of his advisory work, he is also active as a real estate agent with Weichert Realtors | Capella Estates. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and related consulting services. The firm utilizes a variety of investment strategies and platforms, combining independent advisors with an in-house Private Client Group.

Edward Laughlin is a financial advisor with Westminster Financial Advisory Corp in Miami, FL. He holds a Series 66 designation and has 53 years of industry experience. Prior to joining Westminster Financial Securities in 2017, he worked at Wunderlich Securities from 2015 to 2017. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a diversified, multi-asset class investment approach with a buy-and-hold orientation, supplemented by tactical overlays and cyclical analysis.

Mariela Arana Landaeta is a financial advisor at Insigneo Advisory Services, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Citigroup Global Markets Inc. Mariela also serves as Head of Client Experience at an affiliated registered investment adviser, a role she dedicates approximately five hours per month to. 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 a range of managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services, utilizing customized allocations and firm-modeled strategies overseen by an Investment Committee.

Rohan Bahri is a financial advisor at Calton & Associates, Inc. with one year of industry experience. He holds a Series 65 designation and has worked with firms including PeakShares, LLC and Babson College Fund. Outside of his advisory role, he is the founder and CEO of Bahri Capital, LLC and serves as co-founder and co-portfolio manager of PeakShares LLC. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, financial planning, and access to third-party money managers. The firm operates as both a registered investment adviser and broker-dealer, providing tailored investment recommendations through various program structures and analytic approaches.

Joseph Karl is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding a Series 66 designation and 18 years of industry experience. He has worked at Provenance Wealth Advisors since 2012 and previously held roles at Raymond James Financial Services Advisors and Osaic FA, Inc. Outside of his advisory work, Karl is involved in community organizations as a board member of the Leadership Broward Foundation and the Fort Lauderdale Chamber of Commerce. Provenance Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $3.63 billion in assets. The firm offers discretionary and non-discretionary portfolio management using a multi-custodial platform and employs various investment strategies alongside financial planning and retirement-plan services.

Javier Rivero is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with multiple entities within the Insigneo group since 2017 and previously spent time with Dynasty Securities and Dynasty Wealth Management. Rivero serves as an executive board member of the Live Like Bella Childhood Cancer Foundation. 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 third-party macroeconomic research and global asset class exposures.

Juan Manuel Fernandez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 credential and bringing 20 years of industry experience. His career includes roles at VectorGlobal WMG, Wells Fargo Clearing, Bank of America, and Merrill prior to joining Insigneo in 2026. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm employs a committee-driven investment process combined with advisor-led portfolio construction, utilizing third-party macroeconomic research to align portfolios with client objectives and risk tolerances across global asset classes.