Jose Cobian Moran is a financial advisor at Insigneo Advisory Services, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Intercam Securities and Intercam Advisors from 2012 to 2025 before joining Insigneo in 2025. He is dually registered with Insigneo Advisory Services LLC and Insigneo Securities LLC. 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 investment solutions through discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and proprietary private placement vehicles.

Jad Hoche is a financial advisor at World Equity Group, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including HSBC Securities (USA) Inc., Citi International Financial Services LLC, and Adcap Securities, LLC. Outside of his advisory role, he is involved in business development at Electro Tech Industries, a manufacturing company specializing in electrical engineering equipment. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, nonprofits, and financial institutions. The firm employs a combination of model-based and customized investment approaches, managing approximately $945 million in assets.

Thomas Reed is a financial advisor with Chicago Partners Investment Group LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Chicago Partners since 2013. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, endowments, and corporations, providing portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment approach using fundamental analysis and offers customized portfolios, including strategies like direct indexing and tax-loss harvesting.

Marcela Goldenberg is a financial advisor at BBVA Global Wealth Advisors, INC. in Miami, FL, holding a Series 65 license with seven years of industry experience. She previously worked at Banco Itau International, Itau International Securities, and Ascendo. 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 integrates client risk profiles with BBVA S.A.’s global research and third-party models, focusing on non-discretionary asset management with client trade approval.

Ricardo Hellmund is a financial advisor at Stelac Advisory Services LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and was previously with UBS Financial Services from 2015 to 2018. Outside of his advisory role, he serves on the board of directors of C. Hellmund & Co., a privately held consumer electronics wholesale and distribution company in Venezuela. Stelac Advisory Services provides multi-family office and investment advisory services primarily to international high-net-worth individuals, families, and institutions. The firm offers customized asset allocation through a combination of model portfolios and security selection, including pooled investment vehicles and private funds targeted mainly at non-U.S. investors.

Rafael Alvarez is an investment advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2015. Alvarez is the owner and president of Miami Private Capital Partners, Inc., a separate entity established in 2018 for securities and investment advisory activities. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individual and high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, combining long-term strategies with tactical trading and rebalancing.

Patricia Holder is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, accumulating 15 years at the latter. Patricia is also a managing director with Phoenix Private Wealth Management 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 combined approach of customized allocations and firm-modeled portfolios, utilizing third-party research and a dedicated investment committee to oversee diverse asset classes and client-imposed restrictions.

Jorge Perez is a financial advisor with Bolton Securities Corporation based in Miami, FL. He holds a Series 66 designation and has 23 years of industry experience. Since 2015, he has been affiliated with Bolton Global Asset Management and Bolton Global Capital. He is also co-owner and managing partner of Perez Wealth Management, LLC, where he serves as Senior Partner of Investments. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a range of portfolio management strategies primarily using mutual funds, ETFs, equities, and fixed-income securities, focusing on a long-term approach while accommodating shorter-term trades and option strategies.

Samuel Stone is a financial advisor at Mission Wealth Management, LP with one year of industry experience. He previously worked at Northwestern Mutual and has held roles in education at the University of Miami, Roxbury Latin School, and Central Middle School. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion and serves high-net-worth individuals, families, and institutional clients. The firm offers wealth management, portfolio management, financial planning, and institutional retirement plan services using a tiered service model and long-term investment strategies that include alternative investments and third-party sub-advisors.

Pedro Isern is a financial advisor at Insigneo Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services, Inc. for 16 years. Outside of his advisory role, he volunteers with the Kiwanis Club of Little Havana and serves on the board of The Pyramids Condominium Association. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, and institutional clients. The firm offers customized investment solutions, combining adviser-managed accounts with firm-modeled portfolios, and utilizes a range of asset classes alongside third-party research to monitor performance.

Cristina Mendez is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Insigneo Advisory Services, LLC since 2020. Prior to joining Insigneo, she worked at UBS Financial Services Inc for nine years. She is also the owner of DM Wealth Management Group, a financial services business focused on portfolio creation and asset allocation. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, and institutional clients. The firm combines customized allocations with firm-modeled multi-asset portfolios and utilizes third-party research to monitor performance across a range of investment types.

Juan Pernas is a financial advisor with Bolton Securities Corporation holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Bolton Global Asset Management and Bolton Global Capital, he worked in the restaurant industry for six years at 4 JJJJ Pizzeria. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized wealth management through various asset management programs and emphasizes a long-term investment approach while incorporating diverse strategies and portfolio structures.

Jose Antonio Roca Dammert is a financial advisor at Insigneo Advisory Services, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at VectorGlobal WMG for seven years before joining Insigneo in 2026. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios with individualized advisor-led portfolio construction. The firm offers access to global asset classes, including emerging markets, and operates with notable cross-border elements, including offshore funds and affiliated broker-dealer services.

Felipe Miranda is a financial advisor at Insigneo Advisory Services, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Efg Capital International Corp for 15 years. Outside of financial services, he is involved in medical-related ventures, including managing entities associated with diabetes treatment centers in South Florida and Colombia, and he also directs a yacht chartering business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers customized and model-based portfolio solutions, incorporating a range of asset classes and allowing client-imposed restrictions, supported by third-party research and ongoing account reviews.

Hector Equihua is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and based in Laredo, TX. He has experience at Insigneo Advisory Services and Insigneo Securities, as well as eight years at International Bank of Commerce. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, institutional, and banking clients. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party research and a range of investment vehicles including equities, fixed income, and alternative investments.

Mariela May is a financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at CitiGroup Global Markets Inc for 12 years. Outside of her advisory work, she is also a part-owner of a real estate property in Aventura, Florida. 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, using third-party research and periodic reviews to monitor performance.

Alberto Lopez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 credential and 11 years of industry experience. He has worked at firms including Wells Fargo Clearing and UBS Financial Services before joining Insigneo in 2021. Outside of advising, he has ownership in a family-run business unrelated to investment 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 accounts, multi-asset portfolios, third-party manager oversight, and consulting services, combining customized allocations with firm-modeled strategies and regular performance monitoring.

Cristina Acosta is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Bolton Global Asset Management since 2024 and previously held roles at Cardea Capital Advisors, Cardea Capital Group, Lloyd Crescendo Advisors, and Mora Wealth Management. Outside of her advisory work, she is involved with Invest for Better, a nonprofit focused on financial education for women, and founded 5E Wealth Lab, which creates financial education programs for women and girls. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers portfolio management through a network of independent advisers and employs a range of investment strategies, emphasizing a long-term approach while allowing for varied trading techniques.

Eli Butnaru is a CFA® charterholder with 26 years of industry experience. He is currently with Bolton Securities Corporation and Bolton Global Asset Management, where he has worked since 2022. Prior to that, he spent 11 years with Mora Wealth Management LLC and Mora WM Securities. Outside of his advisory role, he is co-owner and manager of IRA ANEL, LLC, an entity involved in managing rental real estate in Madrid, Spain. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and financial institutions. The firm employs an IAR-driven approach, tailoring portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation, while also offering access to third-party managers and wrap-fee platforms.

Joseph Valdes Jr. is a financial advisor at Capital Analysts with 28 years of industry experience. He previously worked at Valic Financial Advisors for 24 years and at Agia for two years. He is also the manager and owner of JV Wealth Partners LLC, a business used for tax and accounting purposes. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through multiple programs, leveraging an in-house Investment Management & Research team and proprietary screening processes.