Antonio Ladron De Guevara is a financial advisor at Bison Wealth, LLC, holding a Series 65 credential with experience beginning in 2024. His prior work includes roles at Makoto, Katsuya, Novikov Miami, Palmar, and One Door East. Bison Wealth serves a diverse range of clients including individuals, high net worth clients, family offices, and charitable organizations, providing financial planning, portfolio management, and ERISA retirement plan services. The firm’s investment approach involves outcome-focused, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies.

Jose Valenzuela is a financial advisor at Impact Partnership Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at various firms including Champion Mortgage and My Financial Practice. He is also involved in educational activities through 123COLLEGE.COM, where he presents college planning seminars focused on grants and scholarships. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, and ERISA retirement plan services through a multi-team advisor network.

Luis Bermudez Valdes is a financial advisor at Santander Securities LLC with 11 years of industry experience. He holds a Series 66 designation and has been with Santander in various capacities since 2014, including roles at Santander International Private Banking. He serves as a board member of the US-Spain Chamber of Commerce, an organization promoting US-Spain economic cooperation. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with oversight from third-party managers and an Implementation Manager.

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.

Fernando Senso Castilla is a financial advisor at Santander Securities LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at CITIGROUP for 10 years before joining Santander Securities and Santander International Private Banking in 2024. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with discretionary account management and ongoing compliance oversight.

Anabel Zamora is a financial advisor at Insigneo Advisory Services, LLC with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors prior to joining Insigneo in 2021. She also holds a life insurance license and assists with related sales in her role. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm employs a committee-driven investment process combined with advisor-led portfolio construction and incorporates global asset classes and emerging-market exposures.

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 in Miami, FL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Insigneo in 2021. Outside of her advisory role, she owns an interior design business, Sisi D Designs 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 combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and periodic reviews to manage diversified portfolios across various asset classes.

Augusto Gaymer is a Series 66 licensed financial advisor with 19 years of industry experience. He has worked at MissionSquare Retirement since 2018 and has prior experience with RESF and Trade Audio. Based in Miami, FL, his career encompasses both financial services and other business activities. MissionSquare Retirement serves state and local government employers, employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing investment advice and model portfolios developed by Morningstar Investment Management.

Sara Bolanos is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL. She holds a Series 65 designation and has industry experience beginning in 2026. Prior to joining BBVA Global Wealth Advisors, she worked at BBVA Colombia S.A. and Banco de Bogotá Panama S.A. 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 process incorporates client risk profiles with input from BBVA S.A.’s Global Wealth Investment Committee and utilizes both strategic and tactical asset allocation, with most accounts requiring client approval before trades are executed.

Gerardo Castillo is a financial advisor at Insigneo Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Castillo is a member of S & D Advisors and owner of Bayfront Group, LLC, both non-investment related entities with no hours devoted to these activities. Insigneo Advisory Services provides investment advisory and portfolio management to individuals, corporations, trusts, institutional clients, and banking institutions. The firm combines customized allocations by individual advisors with firm-modeled portfolios, using a range of asset classes and third-party research to monitor performance.

Matthew Storm is a financial advisor at CV Advisors LLC with four years of industry experience. He has been with the firm since 2009. Outside of his advisory role, he is a managing member and writer for The Last Roman LLC. CV Advisors is an independent boutique multi-family office serving high-net-worth individuals, families, trusts, estates, foundations, and other qualified entities. The firm combines a top-down asset-allocation framework with bottoms-up security and manager selection, using ETFs and third-party managers when appropriate.

Ilya Rodriguez is a financial advisor at Santander Securities LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Northeast Securities and Global Investor Advisory Services, before joining Santander in 2020. Based in Miami, FL, he has also been associated with Santander International Private Banking since 2018. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee programs and financial planning services through a managed-account platform with third-party investment managers and centralized compliance and reporting.

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.

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.

Gregg Guinta is a financial advisor at Accurate Wealth Management, LLC with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various firms including Global Financial Private Capital, LLC and the State of Florida Securities Division. Outside of advising, he is a broker and owner at Miami Deluxe Real Estate. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, and educational services. The firm emphasizes value, safety, quality, and risk control in its asset allocations and offers a range of investment options including alternative investments and performance-based fee arrangements for qualified clients.

Santiago Bonells is a financial advisor with Santander Securities LLC in Miami, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Santander in 2022. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with discretionary model management and ongoing suitability reviews.

Humberto Garcia De Alba Carrillo is a CFA® charterholder with one year of experience at BBVA Global Wealth Advisors, Inc. Prior to this role, he worked for ten years at BBVA S.A. The firm serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs that emphasize non-discretionary management, allowing clients to retain final decision authority over trades. Its investment approach combines strategic and tactical asset allocation guided by BBVA’s global research and third-party models, with a notable international focus.

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.

Daniel Nunes is a financial advisor at StoneX Advisors Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services, Morgan Stanley, Credit Suisse Securities, and BTG Pactual. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers across multiple platforms.