Felipe Torres is a financial advisor at Snowden Capital Advisors LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Snowden Lane Partners, Creand Securities, and Santander Private Bank. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients through discretionary and non-discretionary portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and offers customized model portfolios alongside third-party manager selection and oversight.

Maria Guevara Fajardo is a financial advisor at Insigneo Advisory Services, LLC with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS Financial Services. She is the president and owner of Max Advisor Corp, a non-securities related business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm combines customized allocations with firm-modeled portfolios and utilizes third-party research to monitor performance across a range of asset classes.

Dominick Molinari is a financial advisor at Snowden Capital Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Snowden Lane Partners since 2018, following two years at Merrill. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial and estate planning services. The firm combines multi-team scale with institutional capabilities and employs a range of investment tools, including mutual funds, ETFs, alternatives, and fixed income strategies.

Jessica Rodriguez is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL. She holds Series 63 and Series 65 licenses and has 14 years of industry experience. Her prior firms include JPMorgan Securities LLC, PNC Investments LLC, and Insigneo Advisory Services LLC. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses investor risk profiles to guide strategic and tactical asset allocation, employing a mix of mutual funds, ETFs, UCITS, structured products, and individual securities with ongoing portfolio reviews and rebalancing.

Gabriel Mueller is a financial advisor at Vontobel Swiss Financial Advisers with two years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments, Bank Vontobel, and Notenstein LaRoche Private Bank LLC. Vontobel Swiss Financial Advisers provides wrap-fee wealth management programs to individuals, corporate entities, and institutional clients, offering discretionary and non-discretionary portfolio management alongside custody and trade execution services. The firm manages multi-asset and single-asset strategies using documented investor profiles and risk controls, with approximately USD 16.2 billion in assets under management as of December 31, 2025.

Ceciel Edgar is a Series 65-licensed financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, with two years of industry experience. Prior to joining BBVA Global Wealth Advisors in 2024, she worked at BBVA Mexico from 2015 to 2024. Outside of advisory services, she refers clients to BBVA Global Wealth Insurance, Inc., an insurance agency. BBVA Global Wealth Advisors provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices, utilizing portfolio advisory, wrap fee programs, and access to various model portfolios. The firm combines strategic and tactical asset allocation based on BBVA S.A.’s fund research and third-party resources, offering international investment options and conducting regular portfolio reviews.

Miguel Ballestas is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with Bolton Securities and its affiliated entities since 2014 and is co-owner and president of Ballestas Advisors LLC, an outside registered investment advisory firm. He also provides consulting services on a limited basis to a private operating business and co-owns an insurance services company that sells fixed insurance products. Bolton Global Asset Management, the firm with which he is primarily affiliated, offers asset management and financial planning services to individual, corporate, institutional, and trust clients. The firm employs a customized wealth management approach through a network of independent advisers and uses a broad range of investment vehicles including mutual funds, ETFs, equities, and fixed income, typically focusing on a long-term investment strategy.

Jorge De Apodaca III is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory work, he is an owner of Latam Group, LLC, a non-securities entity used for tax planning purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm’s approach combines committee-driven model portfolios with individualized advisor-led portfolio construction, utilizing global asset classes and third-party macroeconomic research.

Carlos Gonzalez is a financial advisor at GenTrust with four years of industry experience. He holds a Series 65 designation and has previously worked at MAXIMAI Investment Partners LLC and Sunrun. GenTrust is an SEC-registered investment adviser serving individuals, families, pooled vehicles, institutional clients, and financial intermediaries. The firm uses an asset-allocation driven approach that integrates fundamental, technical, and macroeconomic analysis with risk management and diversification, and it incorporates AI-enabled tools alongside human oversight in its investment processes.

Oscar Melian is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 63 designation and bringing 35 years of industry experience. His career includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC prior to joining Insigneo in 2016. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed multi-asset portfolios, third-party manager oversight, and a wrap fee program. The firm’s investment process incorporates committee-driven model portfolios combined with advisor-led portfolio construction and employs global asset classes, including emerging markets and foreign currency exposure.

Andrea Narbona Letelier is a Series 66-credentialed financial advisor with seven years of industry experience. She currently works at Insigneo Advisory Services, LLC and previously was affiliated with VectorGlobal WMG. Outside of her advisory role, she serves as a teacher assistant for an online education platform, ECLASS. 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 offers a broad range of global asset class exposures and incorporates third-party research to align portfolios with client objectives and risk tolerances.

Luisana Torres is a financial advisor at Bolton Securities Corporation based in Miami, FL. She holds the Series 65 designation and has one year of industry experience. Her prior work includes roles at Bolton Global Capital, Forum Foods Corp, and Hugo Boss. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a long-term investment approach using mutual funds, ETFs, equities, and fixed-income securities, and offers customized wealth management through a network of independent advisers and various portfolio management strategies.

Gustavo Alfonso is a financial advisor at StoneX Advisors Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bolton Securities Corporation, RBC Capital Markets, UBS International Inc., Wells Fargo Clearing, and Prudential Equity Group. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting. The firm uses a range of strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon.

Jennifer Tamayo is a financial advisor at GenTrust with 16 years of industry experience. She holds a Series 66 designation and has worked at GenTrust since 2019. Her prior roles include positions at Citi from 2013 to 2018 and Merrill in 2012–2013. GenTrust is an SEC-registered investment adviser serving individuals, families, pooled vehicles, institutional clients, and financial intermediaries. The firm uses an asset-allocation driven approach that incorporates fundamental, technical, and macroeconomic analysis along with AI-enabled tools, while maintaining human oversight in investment decisions.

Taylor Gang is a CFP® professional with 19 years of industry experience, currently serving at Evensky & Katz/Foldes Wealth Management since 2014. Prior to that, Taylor worked at Brightscape Investment Centers. Outside of advising, Taylor is CEO and owner of a strategic case management business, NORTHSTAR SERVICES LLC, and also manages tax and financial matters for other private entities. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary firm serving high-net-worth clients, including individuals, families, trusts, and charitable organizations. The firm employs a comprehensive planning process supported by a written Investment Policy Statement and uses an equity core-and-satellite portfolio management approach emphasizing tax efficiency and a combination of index, ETF, and alternative investments.

Mauricio Leyva Santa Maria is a financial advisor at Insigneo Advisory Services, LLC with six years of industry experience. He holds the Series 66 designation and has worked previously at VectorGlobal and Banco de Bogotá Panama. Outside of his advisory role, he is involved in a family patrimonial society that manages leased land for cattle. 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 includes global asset classes and emerging-market exposures, serving clients through discretionary and non-discretionary portfolio management.

Richard Bellamy is a Series 65-licensed advisor with First Advisors National, LLC in Miami, FL, and has one year of industry experience. He previously worked at Asset Allocation Strategies and HSBC US NA. Bellamy is also an independent insurance agent focusing on fixed and indexed annuity sales to public school employees. First Advisors National provides investment management and retirement plan consulting primarily to individual clients, managing over $500 million in discretionary assets. The firm emphasizes tactical and strategic asset allocation through third-party money managers and offers an optional retirement-account aggregation platform.

Jose Calero is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation and six years of industry experience. His prior work includes positions at Select Milk Producers and Praries Edge Dairy. 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 variety of asset classes and third-party research to manage and monitor client investments.

Vanessa Rose Voge is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently with Santander Securities LLC and Santander Bank, NA, having previously worked at JPMorgan Chase Bank, JPMorgan Securities, Edward Jones, and CitiBank. Santander Securities LLC provides investment advisory services and portfolio management primarily to retail clients, including individuals and institutional accounts, managing approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm offers investment management through wrap-fee programs and emphasizes affiliated banking relationships and sweep-program compensation.

Sergio Bister Pessaj is a financial advisor at Mora Capital Management, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Mora WM Securities LLC since 2012. Mora Capital Management provides investment management and advisory services to institutional and individual clients, including high-net-worth and non-U.S. investors. The firm employs an open-architecture investment platform that allocates across diverse asset classes and offers both discretionary portfolio management and non-discretionary family wealth consulting.