Thiago Queiroz is a CFA® charterholder affiliated with Bolton Securities Corporation and has nine years of industry experience. He has worked at Bolton Global Asset Management since 2018 and at Bolton Global Capital since 2016, with prior experience at Lafite/KBO from 2012 to 2019. Queiroz is also the owner of two entities focused on personal investments and tax purposes. Bolton Global Asset Management provides asset management and financial planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a range of investment strategies utilizing mutual funds, ETFs, equities, and fixed income, offering customized portfolio management through a network of independent advisers.

Sandra Rolon is a financial advisor with Latitude Advisors, LLC and holds Series 63 and Series 65 credentials. She has 23 years of industry experience and also operates Sandra Rolon & Associates, CPA, PA, an accounting firm specializing in tax return preparation. In addition, she is active as a life and health insurance agent and serves as a board member of her office condominium association. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based and fundamental/quantitative strategies, managing most client relationships on a discretionary basis.

Andres Pilliod is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. 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 employs a non-discretionary investment approach that aligns client risk profiles with investment guides developed in collaboration with BBVA S.A.’s Global Wealth Investment Committee, combining strategic and tactical asset allocation.

Oscar Rubiano is a financial advisor at StoneX Advisors Inc. based in Miami, FL, holding a Series 66 designation with 11 years of industry experience. His career includes roles at Morgan Stanley Private Bank, National Securities Corp, Bci Securities, and independent insurance agency work. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services through a mix of independent advisors and an in-house Private Client Group. The firm utilizes a variety of investment platforms and strategies, including proprietary models and third-party money managers, supporting multiple account structures and client-imposed investment restrictions.

Tyler Broek is a financial advisor at The Partners Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including OSAIC and Securities America Advisors, Inc. Broek also operates his own LLC alongside his advisory career. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm combines customized portfolios and model-based management, utilizing both in-house models and third-party managers through its Amplify Platform.

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.

Stephen Luscher is a financial advisor at Wealth Watch Advisors, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Luscher has been a professor of communications at Florida International University since 1998. He is also a health insurance agent and involved in tax-sheltered annuity marketing and sales. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and financial institutions. The firm employs a combination of quantitative, qualitative, and technical investment strategies and offers both discretionary and non-discretionary portfolio management, financial planning, consulting, and access to alternative private placements for accredited investors.

Eduardo Fernandez is a financial advisor at Insigneo Advisory Services, LLC with nine years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he is the owner and manager of CASA AMADORE LLC, an interior design business based in Miami. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base, including individuals, corporations, trusts, institutional clients, and banking institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, using third-party research and periodic reviews to manage a range of asset types and strategies.

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.

Brendan Hayes is a financial advisor at Provenance Wealth Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with the firm and its affiliated entities since 1997. Hayes also acts as an insurance agent, engaging in non-variable insurance sales. Provenance Wealth Advisors manages approximately $3.63 billion in assets for a diverse client base, offering portfolio management, financial planning, and retirement services through a multi-custodial platform with a combination of discretionary and non-discretionary management strategies.

Jose Aguilar is a financial advisor at Insigneo Advisory Services, LLC with 24 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Aguilar has been with Insigneo since 2021. Insigneo Advisory Services provides investment advisory and portfolio management to a diverse client base, including individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers both discretionary and non-discretionary managed accounts, proprietary multi-asset portfolios, third-party manager oversight, and consulting services, using a combination of customized allocations and firm-modeled portfolios monitored through macroeconomic research and periodic reviews.

Aaron Berman is a financial advisor with IP Financial Advisory Services LLC in Miami, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior roles include positions at Saxony Capital Management LLC, Patrick Capital Markets, and Preston Wealth Advisors, LLC. He is also involved with Berman Distributors, LLC, an investment-related business. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of analytical approaches and refers clients to third-party investment advisors while offering a combination of traditional advisory services and specialized consulting.

Scott Montgomery is a financial advisor at Provenance Wealth Advisors with 39 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Raymond James Financial Services and Walnut Street Securities. Montgomery is also an insurance agent, selling various insurance products in addition to his financial advising activities. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides portfolio management, financial planning, and retirement services using a multi-custodial platform and a range of investment strategies, supported by 18 investment professionals.

Andrew Draft is a financial advisor at NewEdge Wealth in Miami, FL, holding a Series 65 designation with two years of industry experience. Prior to joining NewEdge Wealth in 2023, he worked at Grover USA Inc. and Uber Technologies, Inc., among other companies. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and emphasizes asset allocation and investor behavior through a range of strategies, including proprietary investment solutions and alternative exposures.

Valeria Ortega is a financial advisor at Modern Wealth Management, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LWM Advisory Services, LPL Financial LLC, Kovack Advisors, and Nationwide Investment Services Corporation. Outside of advising, she is the owner and president of a non-investment related business called Retirement Benefits Consulting. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized investment approach supported by model portfolios and third-party managers.

Jorge Carbajal is a financial advisor at New Edge Wealth in Miami, FL, holding a Series 65 designation. He has five years of industry experience, including roles at Boston Private/Silicon Valley Bank, TD Bank, Terrabank, and Bankunited. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior to tailor portfolios using a combination of independent managers, model strategies, and proprietary investment solutions, supported by technology tools including AI-assisted analytics.

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 at Insigneo Advisory Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at various related entities within the Insigneo group since 2020, as well as at Citigroup Global Markets and its international affiliates from 2012 to 2020. Castilla is also a shareholder and director of a personal investment company. 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 portfolio allocations, multi-asset portfolios, third-party manager oversight, and consulting, using a combination of proprietary and third-party strategies across various asset classes.

Seth Miller is a financial advisor with Founders Financial Securities LLC in Miami, FL. He holds Series 63 and Series 65 licenses and has experience working at EmpowerHealth and the University of Miami. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients. The firm offers multiple advisory platforms and services, including managed portfolios, financial planning, and 1031 exchange consulting, with an emphasis on both fiduciary management and brokerage capabilities.

Santiago Franco is a financial advisor with Santander Securities LLC in Miami, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bolton Securities Corporation, Bolton Global Capital, and Activest Wealth Management. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party managers and discretionary account management.