Juan Carlos Freile Franco is a CFA® charterholder and holds a Series 63 license with 13 years of industry experience. He is currently with Tiempo Capital Partners, where he has worked since 2024, following a 12-year tenure at J.P. Morgan Securities. Tiempo Capital Partners advises individuals, trusts, estates, charitable organizations, and business entities, focusing on fee-based, customized investment management along with family office consulting and non-discretionary investment consulting. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis and is noted for its performance-based fee arrangements and family-office level services.

Renaud Pelat is a CFA® charterholder with five years of experience in the financial industry. He is currently with ACP Capital Management, LLC, where he has worked since 2022. Prior to this, he held positions at Mariva Global Asset Management and Innova Sports. Outside of his advisory role, Mr. Pelat refers clients to an insurance broker and participates in real estate investment projects in Lima, Peru. ACP Capital Management provides discretionary and non-discretionary investment management services to private funds, institutional accounts, separately managed accounts, and high-net-worth individuals. The firm utilizes a blend of proprietary and third-party model portfolios and invests across a range of asset classes including ETFs, UCITS, structured products, and emerging-market fixed income.

Pablo Serra is a financial advisor at Miura Investment Advisors, Inc. He holds a Series 66 designation and has been active in the industry since 2019. His prior experience includes roles at EDM Wealth and Asset Management, Abante Asesores, and Abanca. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations, providing non-discretionary investment advice, asset allocation, and asset management through mutual funds and third-party managers. The firm emphasizes income and principal preservation with both long- and short-term strategies and manages approximately $392 million in assets.

Alberto Davila is a financial advisor with Belpointe Asset Management LLC in Miami, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Charles Schwab for seven years and has been involved with various firms including Slow Capital, Inc. and Optional Holding LLC. Outside of his advisory role, he owns and operates several digital product businesses and a software service. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios with a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Marco Moreno is a financial advisor at Mora Capital Management, LLC in Miami, FL, holding Series 65 and Series 66 licenses with 25 years of industry experience. He has been with Mora Wm Securities LLC since 2012. Moreno is a limited partner and passive investor in China Investment Venture and is the sole owner of Ebusus Partners LLC. Mora Capital Management provides investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm offers customized discretionary portfolios and non-discretionary consulting, employing an open-architecture investment process that integrates fundamental and technical analysis, third-party manager selection, and structured products.

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.

Mario Ros is a CFA® charterholder and holds a Series 66 license, currently with Mora Capital Management, LLC. He has four years of industry experience, including roles at UBS Financial Services and Citigroup. Outside of his advisory work, he manages a rental property through an entity he oversees. Mora Capital Management provides investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm uses an open-architecture investment process that integrates fundamental and technical analysis, third-party manager selection, and customized solutions tailored to client objectives.

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.

Carlos Villanueva Sucre is a financial advisor with Bolton Securities Corporation and Bolton Global Capital, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with Bolton since 2014. In addition to his advisory role, he provides legal services in estate planning and family law from Caracas, Venezuela. Bolton Global Asset Management offers discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed income, combining long-term orientation with tactical trading and rebalancing.

Henry Pfleger is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 65 designation and currently based in Coral Gables, FL. He has experience at firms including Troluce Capital Advisors, ExodusPoint Capital Management LP, CreditSights, and Bloomberg LP. Outside of his advisory role, he works as a hedge fund investment analyst developing quantitative trading strategies with L1 Capital Global. M HOLDINGS SECURITIES, Inc. serves a diverse client base nationwide, including individuals, retirement plans, charitable organizations, and corporations. The firm offers a broad range of advisory and brokerage services, utilizing discretionary and non-discretionary investment management programs and sub-advisory arrangements supported by multiple platform providers and custodial relationships.

Rafael Sotillo Aponte is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 17 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2021, and previously at Wells Fargo Clearing and Mercantil Commercebank. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach that tailors portfolios to client goals and risk tolerance, utilizing mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

Joseph Tribuiani is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Evensky & Katz/Foldes Wealth Management with three years of industry experience. His prior roles include positions at Raymond James & Associates, Tribuiani Asset Management, and Wells Fargo Advisors Financial Network. Evensky & Katz/Foldes Wealth Management is a fee-only wealth management firm serving individuals, trustees, retirement plans, charities, and small businesses. The firm employs a client-focused wealth-management approach centered on documented goals, combining strategic asset allocation with a core-and-satellite equity framework that utilizes low-cost index funds and ETFs alongside specialty allocations and alternative investments where appropriate.

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.

Jad Hoche is a financial advisor at World Equity Group, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including HSBC Securities (USA) Inc., CITI International Financial Services LLC, and Adcap Securities, LLC. Outside of advising, he is involved in business development at Electro Tech Industries, a manufacturing company focused on electrical engineering equipment. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, utilizing managed portfolios and discretionary third-party money managers to implement asset allocation based on client risk tolerance.

Thomas Reed is a financial advisor with Chicago Partners Investment Group LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Chicago Partners since 2013. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, endowments, and corporations, providing portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment approach using fundamental analysis and offers customized portfolios, including strategies like direct indexing and tax-loss harvesting.

Marcela Goldenberg is a financial advisor at BBVA Global Wealth Advisors, Inc. with seven years of industry experience. She holds a Series 65 designation and has worked previously at Banco Itau International, Itau International Securities, and Ascendo. 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 emphasizes a non-discretionary investment approach that integrates strategic and tactical asset allocation, leveraging global research and model providers.

Ricardo Hellmund is a financial advisor at Stelac Advisory Services LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and was previously with UBS Financial Services from 2015 to 2018. Outside of his advisory role, he serves on the board of directors of C. Hellmund & Co., a privately held consumer electronics wholesale and distribution company in Venezuela. Stelac Advisory Services provides multi-family office and investment advisory services primarily to international high-net-worth individuals, families, and institutions. The firm offers customized asset allocation through a combination of model portfolios and security selection, including pooled investment vehicles and private funds targeted mainly at non-U.S. investors.

Rafael Alvarez is an investment advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2015. Alvarez is the owner and president of Miami Private Capital Partners, Inc., a separate entity established in 2018 for securities and investment advisory activities. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individual and high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, combining long-term strategies with tactical trading and rebalancing.

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.