Marcelo Borrelli is a financial advisor at Insigneo Advisory Services, LLC with 27 years of industry experience. He has been with Insigneo since 2020, previously working at Andbanc Brokerage LLC from 2016 to 2020. In addition to his advisory role, Borrelli holds a real estate sales license in Florida and is active as a realtor. 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 with advisor-led customization, incorporating global asset classes and third-party macroeconomic research to align investments with client objectives.

Marco Bohorquez is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked with LWM Advisory Services, LLC and LPL Financial LLC. Bohorquez serves on the Law Enforcement Advisory Board for the City of Sunrise and is currently running for a City of Sunrise commissioner seat. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors, providing a range of investment management and planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a centralized Investment Committee and integrates third-party managers and advanced tools to guide portfolio construction, serving both individual and institutional clients.

Thomas Scanlan is a financial advisor at Provenance Wealth Advisors in Fort Lauderdale, FL, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial Services and Investacorp Advisory Services. Outside of advisory work, he is also an insurance agent involved in selling fixed insurance products. Provenance Wealth Advisors manages approximately $3.63 billion in assets and serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary portfolio management across multiple custodians, employing a variety of investment strategies and providing financial planning and retirement services.

Rodrigo Reyes De La Luz 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 in 2025, he worked at BBVA Mexico from 2015 to 2025. 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 emphasizes a non-discretionary investment approach where clients retain final decision authority, utilizing a process that incorporates investor risk profiles and leverages global investment research and third-party models.

Renata Mussalem Machado is a financial advisor at Insigneo Advisory Services, LLC with 19 years of industry experience. She holds Series 65 and Series 66 credentials and has worked at Insigneo Advisory Services and Insigneo Securities since 2020, following six years at EFG Capital Advisors Inc and EFG Capital International Corp. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients through discretionary and non-discretionary portfolio management. The firm utilizes a combination of committee-driven model portfolios and individualized advisor-led strategies, incorporating third-party macroeconomic research and global asset classes, including emerging markets and foreign currencies.

Fernando Perez Castillo is a Series 66 licensed advisor with nine years of industry experience. He is currently with Insigneo Advisory Services, LLC and Insigneo Securities LLC, having joined in 2023. His prior experience includes roles at Morgan Stanley, Itau International Securities Inc, and Banco Itau International. 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 offers discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, consulting, and private placement advisory services, employing customized allocations and firm-modeled strategies monitored by an Investment Committee.

Orlando Sthory is a financial advisor with Navy Federal Investment Services, LLC, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. His prior roles include positions at Equitable Advisors, Grove Wealth Management, and Winestico Consultants, along with operating his own advisory business. Outside of his advisor role, he volunteers with the Greater Miami Chamber of Commerce to support local networking and business education. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and supports a range of portfolio solutions including unified managed accounts and digital ETF portfolios.

Claudio Messa Sanabria is a financial advisor at BBVA Global Wealth Advisors, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PNC Bank and various BBVA-affiliated firms. Outside of his advisory role, he is involved with BBVA Global Wealth Insurance, Inc. as an insurance agent, referring clients to the agency. BBVA Global Wealth Advisors serves individual and high-net-worth clients, as well as businesses and family offices, primarily through portfolio advisory and wrap-fee programs with mostly non-discretionary assets under management. The firm’s investment approach incorporates client risk profiles and input from BBVA S.A.’s Global Wealth Investment Committee, combining strategic and tactical asset allocation with a focus on international investment solutions.

Lilian Perez is a financial advisor at Insigneo Advisory Services, LLC with six years of industry experience. She holds the Series 66 designation and has previously worked at Kovack Advisors, Inc., Raymond James & Associates, Inc., Securities America, Inc., and Investacorp, Inc. Perez is dually registered as a sales supervisor with Insigneo Advisory Services. 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 customized allocations, firm-modeled multi-asset portfolios, third-party manager oversight, and consulting services, utilizing a range of investment strategies and allowing client-imposed restrictions.

Raul Bonini is a financial advisor at MissionSquare Retirement with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, Bank of America, J.P. Morgan Securities, and Uber. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, using investment advice and model portfolios developed by Morningstar Investment Management.

Pedro Rodriguez is a financial advisor at Santander Securities LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. He is also president of a family real estate entity. Santander Securities LLC provides investment advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with ongoing suitability reviews and compliance oversight.

Daniel Machado is a financial advisor at Madison Partners with 19 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities LLC for 13 years. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives as appropriate.

Firhan Choudhary is a financial advisor at B. Riley Wealth Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is involved in a car rental business as president of Beyond Mark. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through around 274 advisors, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a variety of advisory programs, financial planning, and retirement solutions, utilizing both proprietary and third-party investment models.

Trevor Latulas is a financial advisor with B. Riley Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at National Securities Corporation for 10 years before joining B. Riley Wealth Advisors in 2020. Outside of his advisory role, he is the owner of LATULAS HOLDING CORP, which is involved in expense management and participation in surveys. B. Riley Wealth Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations, managing approximately $4.21 billion in assets. The firm employs a variety of investment programs and platforms, such as Advisor-as-Portfolio-Manager and Envestnet-managed models, to tailor strategies for its clients.

Luis Ehlers is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Bank of America and Merrill. He is based in Miami Springs, FL. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized and committee-overseen investment strategies across various asset classes and employs both proprietary and third-party approaches.

Ronnie Salvador is a financial advisor at StoneX Advisors Inc. based in Miami, FL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at StoneX Securities Inc., Sherwood Food Distributor, Intercam Securities, and Banrisul Bank. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and related consulting services. The firm utilizes multiple investment strategies and platforms, offering both advisor-managed portfolios and model-based solutions.

Luis Valenzuela Cassani is a financial advisor at BBVA Global Wealth Advisors, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining BBVA Global Wealth Advisors in 2024, he worked at BBVA Mexico SA for four years and Casa de Bolsa Scotiabank for four years. BBVA Global Wealth Advisors serves individual and high-net-worth clients, as well as businesses and family offices, primarily through portfolio advisory and wrap-fee programs with a mostly non-discretionary asset management approach. The firm uses an investment process that combines strategic and tactical asset allocation based on client risk profiles and research from BBVA S.A.’s Global Wealth Investment Committee and third-party model providers.

Karem Andraus is a financial advisor at Insigneo Advisory Services, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer for two years. Prior to his advisory career, he was involved in entrepreneurial activities including running Madia Cake Design for five years. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a broad range of clients including individuals, corporations, trusts, and institutional clients. The firm uses a combination of customized allocations and firm-modeled multi-asset portfolios, incorporating third-party research and allowing for client-imposed investment restrictions.

Ricardo Ruiz Velez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at PNC and BBVA-affiliated firms prior to joining Insigneo in 2023. He is also involved with Insigneo Advisory Services LLC as an investment advisor. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, institutional clients, and banking institutions. The firm’s investment approach combines customized allocations by individual advisors with firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and both proprietary and third-party strategies.

Armando Fernandez is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked at American Portfolios Financial Services, Inc. and Osaic Advisory Services. Outside of his advisory role, he is involved with 1TPTR Inc., an educational community for traders that share ideas and research. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a broad range of services including advisor-managed and separately managed accounts, retirement-plan advisory, and financial planning, with investment strategies tailored to client objectives and risk tolerance.