Rushi Nagalla is an advisor at Belpointe Asset Management LLC with Series 65 and Series 66 credentials. He has been with Belpointe since 2025 and is also a minority owner of Cornell Dermatology LLC, where he contributes to financial statements and patient workflows. Nagalla has prior experience at Oregon Teledermatology LLC and Babson College. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting with customized portfolios that utilize passive, active, tactical, and blended strategies tailored to client objectives.

Alejandro Guardiola is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He is currently with Insigneo Advisory Services, LLC and has previously worked at Paradigm Capital, Hunt Equity Partners, and several other financial firms. Between 2020 and 2022, he was engaged in entrepreneurial activities. 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 individualized advisor-led portfolio construction incorporating third-party macroeconomic research, with a focus on global asset classes including emerging markets and foreign currency exposures.

Liliana Borrero Acevedo is a financial advisor at Insigneo Advisory Services, LLC with 13 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Insigneo. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, institutional, and banking clients. The firm employs a customizable investment approach that includes discretionary and non-discretionary managed accounts, third-party manager oversight, and proprietary private placement vehicles.

Jeffrey Kline is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Insigneo Securities LLC since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, using third-party research and regular account reviews, with investment options spanning equities, fixed income, commodities, REITs, alternative investments, and private placements.

Krysta Dos Santos is a CFP® and holds a Series 66 designation with 13 years of industry experience. She currently works at GenTrust, where she has been since 2023, following prior roles at THE Vanguard Group, Inc. and Black Gould and Associates. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to individual and institutional clients, including high-net-worth individuals and financial intermediaries. The firm manages approximately $4.46 billion in assets and employs a multi-disciplinary investment approach that integrates fundamental, technical, and macroeconomic analysis with a focus on asset allocation and risk management.

Santiago Pena Diaz is a Series 65 licensed financial advisor with eight years of industry experience. He currently works at Insigneo Advisory Services, LLC and previously worked at VectorGlobalWMG and IPG Securities. Outside of advisory work, he is the owner and legal representative of a marketing services startup based in Panama. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, utilizing committee-driven model portfolios combined with individualized advisor-led portfolio construction. The firm’s approach incorporates global and emerging market assets and includes discretionary and non-discretionary management options.

Cecilia Socorro Fuenmayor is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Insigneo Advisory Services since 2019 and previously spent ten years with Avantia Capital. Outside of her advisory role, she has a 50% ownership stake in Provision & Solution LLC. Insigneo Advisory Services provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including high-net-worth individuals and banking institutions. The firm offers customized allocations and firm-modeled portfolios across a range of asset classes, supported by third-party research and a dedicated Investment Committee.

Raul Rohr is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 license and 17 years of industry experience. His prior roles include positions at Bolton Global Capital, Bank of America, N.A., and Merrill. He is also the owner and managing director of Rohr Private Wealth Management, LLC, an entity related to Bolton’s advisory businesses. 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 banks. The firm’s investment approach is tailored to client goals and risk tolerance, utilizing mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

Matteo Hernandez Sada is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Citigroup, BBVA Securities Inc., and Compass Bank. Outside of finance, he is a member of Team Matteo LLC, where he is involved in media and photography activities. 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 emphasizes non-discretionary asset management with a focus on aligning client risk profiles to investment guides developed with input from BBVA S.A.’s Global Wealth Investment Committee and external model providers.

Richard Ferrer is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. He has worked with Mutual/United Of Omaha since 2002. Outside of his advisory role, Ferrer is the author of the "Mailbox Money" sales coaching book and curriculum and engages in public speaking related to this work. He is also involved in college planning, helping clients understand Expected Family Contribution (EFC) and strategies to reduce college costs. 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 utilizes platform relationships with Envestnet and Pershing, supporting a range of investment solutions through third-party managers and direct advisory services.

Edward Varona is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Insigneo in 2021. Outside of his advisory work, he serves as Treasurer of the Golf Villas Homeowner's Association in Lake Placid, Florida. Insigneo Advisory Services provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm uses a combination of customized allocations and firm-modeled portfolios, incorporating a range of asset classes and allowing client-imposed investment restrictions.

Jose Diaz Ceballos Mercado is a financial advisor at BBVA Global Wealth Advisors, INC. He holds Series 65 and Series 66 licenses and has one year of industry experience. Prior to joining BBVA Global Wealth Advisors, he worked at Punto Brokerage Firm and Theorie Consulting. Outside of finance, he has been involved with Hair Drezzers on Fire in Miami since 2022. 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. The firm emphasizes a non-discretionary investment approach that integrates portfolio construction guided by investor risk profiles and leverages global fund research and third-party model providers.

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 licenses and 22 years of industry experience. His prior roles include positions at Pruco Securities, LLC, Colonial Life, Axa Advisors, LLC, and International Finance Bank. He is also an insurance agent specializing in various lines including life, health, and annuity insurance. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet’s platform and supports a range of discretionary authority options, operating alongside 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 Series 65 licensed financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL. She has one year of industry experience and previously worked at BTG Pactual US Capital LLC, ClaimPay, StoneX Financial, and Santander Bank. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices, focusing on portfolio advisory and wrap-fee programs with predominantly non-discretionary assets. The firm’s investment process incorporates client risk profiles aligned with BBVA S.A.’s Global Wealth Investment Committee guidelines and emphasizes an international investment approach.

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.