Felipe Caicedo Llano is a financial advisor at Insigneo Advisory Services, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley for seven years before joining Insigneo in 2021. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through committee-driven model portfolios and individualized advisor-led construction, including global and emerging-market exposures.

Ignacio Barcena is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Insigneo Advisory Services and Insigneo Securities since 2021 and previously spent 12 years with Wells Fargo Clearing and Wells Fargo Advisors. Barcena is also the owner of Tempano Investments LLC, a pass-through entity for tax purposes. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers a range of services such as discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting, using a combination of customized allocations and firm-modeled portfolios overseen by an investment committee.

Juan Campuzano is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Truist Advisory Services and Sanctuary Advisors LLC. Outside of his advisory role, he is the owner and manager of Bull Capitale, LLC, a real estate investment company. Insigneo Advisory Services provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm offers customized allocations and firm-modeled multi-asset portfolios, utilizing a range of investment strategies and third-party research.

Terry Morris is a financial advisor at Kingsview Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kingsview since 2011, including roles at Kingsview Asset Management since 2015. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm integrates advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

Gonzalo Milian is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Raymond James & Associates and Premier Capital Advisors LLC. He is also the owner of GM Capital Partners, LLC, an investment-related business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, and institutional clients. The firm employs a combination of customized allocations and firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and allowing client-imposed investment restrictions.

Minerva Santos is a financial advisor at Insigneo Advisory Services, LLC with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at BBVA and PNC in various capacities. 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 a range of managed accounts, proprietary portfolios, and consulting services, utilizing customized allocations and third-party research to monitor performance.

Jose Rodriguez is a CFP®-designated financial advisor with 30 years of industry experience. He has worked at Citigroup Global Markets for 11 years before joining Insigneo Advisory Services, LLC in 2018, where he currently serves as a financial advisor. He is dually registered with Insigneo Securities and spends approximately five hours per month on advisory activities. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers a range of managed account solutions and employs a combination of customized allocations and firm-modeled portfolios, incorporating third-party research and oversight by an Investment Committee.

Paulina Merino is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at VectorGlobal WMG and Actinver Securities, Inc. Outside of her advisory role, she teaches yoga classes as an independent contractor at Soultribes Studio. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, employing a blend of committee-driven model portfolios and individualized advisor-led portfolio construction with global and emerging-market asset exposures.

Juan De Los Reyes Cordova is a financial advisor at Insigneo Advisory Services, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked for VectorGlobal WMG from 2013 to 2026. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm uses a combination of committee-driven model portfolios and advisor-led portfolio construction, incorporating third-party macroeconomic research to align investments with client objectives and risk tolerances.

Ahmed Riesgo is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. He has worked at Insigneo Advisory Services since 2016 and has been affiliated with Insigneo Securities LLC since 2008, with prior experience at HB Asset Management. Outside his advisory roles, he serves as a trustee for family-owned properties without compensation. Insigneo Advisory Services provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers customized allocations, multi-asset portfolios, and third-party manager oversight, utilizing a mix of proprietary and external strategies across various asset classes.

Tomas Lopez Vargas is a financial advisor with Insigneo Advisory Services, LLC, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. Since 2016, he has been affiliated with Global Investor Advisory Services, LLC. Outside of his advisory role, he is the sole owner of EDT Investment Group LLC, a business unrelated to investment activities. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm employs a committee-driven model combined with individualized advisor-led portfolio construction, incorporating third-party macroeconomic research and global asset exposure in its investment approach.

Renato Bisconcini is a financial advisor at Insigneo Advisory Services, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and BTG Pactual US Capital. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers a range of solutions such as discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services, utilizing a combination of customized allocations and firm-modeled investment strategies.

Rafael Gomez Gutierrez is a financial advisor at Insigneo Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including VectorGlobal WMG and Banorte Securities International. 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 consulting. The firm combines committee-driven model portfolios with individualized advisor-led construction, employing global asset classes and emerging-market exposures.

Antonio Speciale is a financial advisor with Siebert AdvisorNXT, LLC. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to joining Siebert AdvisorNXT, he worked at Stockcross Financial Services Inc. for 13 years. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm combines a web-based AdvisorNXT platform using Modern Portfolio Theory with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Veronica Lopez Lopez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 30 years of industry experience. She previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2009 to 2023. Outside of her advisory role, she serves as a board member of the Orchestra of the Americas, a philanthropic organization. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers a range of services such as discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting, employing a combination of customized allocations and firm-modeled investment strategies.

Javier Rodriguez is a financial advisor at Insigneo Advisory Services, LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Citibank and Citigroup Global Markets before joining Insigneo in 2019. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, corporations, trusts, and institutional clients. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing both proprietary and third-party strategies across various asset classes.

Maria Kattan Chrin is a financial advisor at Circle Wealth Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Circle Wealth Management since 2006. Outside of her advisory role, Ms. Chrin serves as Vice Chair of Circle Financial Group, a membership organization for women investors. Circle Wealth Management provides customized wealth advisory, investment management, and family office services primarily to high-net-worth individuals and multi-generational families. The firm emphasizes tailored investment policy statements and proprietary due diligence to guide strategic asset allocation and manager selection.

Kevin Hurley is a financial advisor at Provenance Wealth Advisors with two years of industry experience. He holds a Series 65 designation and previously worked at Slavic Mutual Funds Management Corp. and Xynergy Capital Group. Outside of his advisory role, he serves as a 401(k) administrator and retirement plan consultant for Slavic Integrated Administration, where he provides consulting and education to worksite employees. Provenance Wealth Advisors manages approximately $3.63 billion in assets and serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-custodial platform and a variety of investment strategies, offering both discretionary and non-discretionary portfolio management along with financial and retirement planning services.

Juan Zenck is a financial advisor at Insigneo Advisory Services, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Mercantil Commercebank Investment Services for six years. Zenck is also the owner of JAZ Global Investment LLC, a pass-through entity for tax purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm uses a blend of committee-driven model portfolios and advisor-led portfolio construction, incorporating global asset classes and third-party research to align with client objectives.

Maria Castillo is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Insigneo, she was employed at BlackRock Investments, LLC and PwC, and she earned a Bachelor of Business Administration from the University of Notre Dame. Outside of finance, she was involved with the Rios Dance Company for several years. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed multi-asset portfolios, third-party manager oversight, and consulting. The firm’s investment process combines committee-driven model portfolios with individualized advisor-led construction and includes global asset classes, emerging markets, and foreign currency exposures.