Jose Diaz Ceballos Mercado is a financial advisor at BBVA Global Wealth Advisors, Inc. holding Series 65 and Series 66 credentials. He has been with BBVA since 2026 and has prior experience at Punto Brokerage Firm and Theorie Consulting. Outside of finance, he has been involved with Hair Drezzers on Fire since 2022. 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 approach combines strategic and tactical asset allocation based on client risk profiles, with most accounts requiring client approval before trades are executed.

Manuel Duplat is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Santander Securities LLC. He has held various roles within Santander entities since 2015, including positions at Santander International Private Banking and Santander Bank, NA. Outside of his advisory work, he is involved in managing personal business ventures related to real estate and family assets. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers a range of wrap-fee advisory programs and financial planning services, leveraging third-party managers and a managed-account platform to deliver discretionary portfolio management and ongoing compliance oversight.

Diana Gazzola is a financial advisor at GenTrust with seven years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services and Insigneo International Financial Services. Gazzola is currently based in Miami, FL. GenTrust is a multi-team SEC-registered investment adviser managing approximately $5.2 billion in discretionary and non-discretionary assets for a concentrated client base that includes high-net-worth individuals, financial intermediaries, and institutional clients. The firm utilizes a proprietary investment process that combines fundamental, technical, and macroeconomic analysis with scenario-based risk management and offers services such as wealth management, financial planning, and concierge support.

Alexander Alfonso is a financial advisor with Mutual of Omaha Investor Services, Inc. in Coral Gables, FL, holding Series 63 and Series 65 designations and possessing 22 years of industry experience. His career includes roles at Pruco Securities, LLC, Colonial Life, Axa Advisors, and International Finance Bank. Alfonso is also licensed as an insurance agent, offering various insurance lines including life, health, annuity, and Medicare supplements. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm uses a platform relationship with Envestnet and Pershing as custodian, delivering managed solutions and incorporating broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Yohander Jimenez is a financial advisor at Boreal Capital Management LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm operates an open-architecture platform combining internal portfolio management with third-party and affiliated sub-advisers across multiple asset classes.

Karla Solorzano Valencia is a financial advisor at BBVA Global Wealth Advisors, Inc. She holds a Series 65 designation and has one year of industry experience. Her prior roles include positions at BTG Pactual US Capital LLC, ClaimPay, Stone X Financial, and Santander Bank. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices with a focus on portfolio advisory and wrap-fee programs. The firm employs a non-discretionary investment approach that combines strategic and tactical asset allocation, guided by BBVA S.A.’s global research and third-party models.

Matthew McGrath is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Evensky & Katz/Foldes Wealth Management since 2014. His credentials include a Series 65 license. Evensky & Katz/Foldes Wealth Management is a fee-only firm that provides comprehensive wealth management and investment advisory services to individuals, trustees, retirement plans, charities, and small businesses. The firm uses a goal-centered approach combining strategic asset allocation with an equity core-and-satellite framework, employing primarily low-cost index funds and ETFs alongside specialized allocations when appropriate.

Robert Ter Braak is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation and 24 years of industry experience. He has worked with Insigneo since 2017 and is also affiliated with Insigneo Asesor Internacional S.A. and Northeast Securities, Inc. Ter Braak previously provided financial consulting for the Chilean market through Asesorias RTB Limitada. Insigneo Advisory Services, LLC offers 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, using third-party macroeconomic research and ongoing account reviews, with investment options spanning equities, fixed income, commodities, REITs, alternatives, and private placements.

Laura Poo is a financial advisor at Insigneo Advisory Services, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Mercantil Commercebank Investment Services prior to joining Insigneo. Outside of her advisory role, she owns Poch Vacation Homes LLC, a non-securities-related business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base including individuals, corporations, trusts, and institutional clients. The firm’s investment process combines customized allocations by individual advisors with firm-modeled portfolios, utilizing a range of asset classes and permitting client-imposed investment restrictions.

Henrique Joao Pinheiro is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 26 years of industry experience. He has been affiliated with Bolton Global Asset Management and Bolton Global Capital since 2016. Outside of his advisory role, he is co-owner of Assurance Corporate Services LLC, which facilitates offshore corporate filings and services. Bolton Global Asset Management provides asset management and financial planning to individual, corporate, institutional, and charitable clients. The firm employs a long-term investment approach with portfolios built from mutual funds, ETFs, individual equities, and fixed-income securities, and incorporates internal management, third-party managers, and model portfolios.

Felix Dones Pagan is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His prior work includes roles at CITI International Financial Services LLC and Citibank NA. Outside of advisory services, he serves as an authorized representative for an insurance agency in Puerto Rico. Insigneo Advisory Services offers investment advisory and consulting services to retail and institutional clients through discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with personalized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures.

Brian Heimowitz is a CFA® charterholder with three years of industry experience. He is currently with Concurrent Investment Advisors, LLC and previously worked at Birchwood Capital Management and Crystal Capital Partners. Heimowitz is also the owner of a consulting business associated with Birchwood Capital Management. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in assets through customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments, employing a long-term investment approach combined with opportunistic rebalancing.

Thomas Docherty is a financial advisor at Northern Trust Securities, Inc. in Miami, FL, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Northern Trust in various capacities since 2006. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management primarily for high-net-worth individuals, retail investors, and institutional clients. The firm employs a model-driven investment approach using a combination of proprietary and third-party products, with integrated advisory, brokerage, and custody services.

Mark Langley is a financial advisor at Blacktower Financial Management (US) LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Beacon Global Advisor Network, Skybound Wealth Management USA, and DeVere Group. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and manages client assets mainly on a non-discretionary basis using diversified portfolios including mutual funds, ETFs, equities, and fixed income.

Roberto Garcia is a financial advisor at Boreal Capital Management LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Mora Wm Securities LLC since 2013. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm operates an open-architecture platform combining internal portfolio management with third-party and affiliated sub-advisers across various asset classes, serving a diverse client base including high-net-worth and non-U.S. clients.

Eric Mattei is a CFP® with 15 years of industry experience currently affiliated with McAdam LLC. He has held roles at Financial Planners Group, Madison Avenue Securities, MBVM Philadelphia, and Purshe Kaplan Sterling Investments. Mattei is an owner and financial advisor at MBVM Philadelphia. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to manage portfolios across mutual funds, ETFs, independent managers, and individual securities, offering a multi-advisor platform with approximately $2.29 billion in discretionary assets under management.

Santiago Copello is a financial advisor at Boreal Capital Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Boreal Capital Securities LLC since 2020, following prior roles at Insigneo Advisory Services and as an independent advisor. He serves on the finance committee of Fundación Santiago Vergara Crespo, a Colombian nonprofit that manages investments for a Catholic university branch. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional clients. The firm uses an open-architecture platform combining internal and third-party management across various asset classes and is majority-owned by MoraBanc Grup S.A., an Andorran private banking group.

Maria Hebditch is a financial advisor at Insigneo Advisory Services, LLC with 24 years of industry experience. She holds a Series 66 designation and previously worked at Boreal Capital Securities LLC and Santander Securities, LLC. Outside of her advisory role, she is the owner and manager of two LLCs established for succession purposes. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, 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 allowing client-imposed restrictions across a range of asset classes.

Augusto Tricotti is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 designation with one year of industry experience. Prior to joining BBVA Global Wealth Advisors, he worked at BBVA Uruguay and BBVA Germany for a combined eight years. He also serves as an agent with BBVA Global Wealth Insurance Agency, Inc., assisting clients with life insurance options. 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 combines strategic and tactical asset allocation informed by BBVA S.A.’s global research and selected third-party models.

Leonardo Rodriguez Gamboa is a financial advisor with Bolton Securities Corporation based in Miami, FL, holding Series 65 and Series 63 licenses and having nine years of industry experience. His prior roles include positions at Wealth Solutions USA, LLC and We Family Offices. He is also an investment advisor with Bolton Global Asset Management. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a long-term investment approach using mutual funds, ETFs, equities, and fixed income, offering portfolio management on both discretionary and non-discretionary bases.