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.

Reynaldo Hellmund is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Citi Private Bank for seven years and at HSBC Bank USA and HSBC Securities from 2016 to 2018. Hellmund is the owner of Alpha Draco LLC, an investment vehicle focused on personal investments in non-public companies. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through committee-driven model portfolios combined with individualized advisor-led constructions. The firm’s approach includes global asset classes and emerging-market exposures, with a notable cross-border component involving affiliated entities and offshore funds.

Alejandro Feldman is a financial advisor at Valley Wealth Managers, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at Bank Leumi USA and Leumi Investment Services, Inc. for 15 years prior to his current roles at Valley Wealth Managers, Valley National Bank, and Valley Financial Management. Feldman is also a licensed real estate agent, though his real estate activity is currently inactive. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves both institutional clients and high-net-worth individuals, offering discretionary portfolio management, financial planning, and multiple wrap fee programs with an investment process based on client-specific risk guidelines and proprietary valuation analysis.

Felipe Torres is a financial advisor at Snowden Capital Advisors LLC with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Snowden Lane Partners, Creand Securities, and Credit Andorra Panama. He is based in Coral Gables, FL. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, providing discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities, offering a range of investment tools and managing relationships with multiple custodians and third-party managers.

Maria Guevara Fajardo is a financial advisor at Insigneo Advisory Services, LLC with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS Financial Services. She is the president and owner of Max Advisor Corp, a non-securities related business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm combines customized allocations with firm-modeled portfolios and utilizes third-party research to monitor performance across a range of asset classes.

Dominick Molinari is a financial advisor at Snowden Capital Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Snowden Lane Partners since 2018, following two years at Merrill. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial and estate planning services. The firm combines multi-team scale with institutional capabilities and employs a range of investment tools, including mutual funds, ETFs, alternatives, and fixed income strategies.

Jessica Rodriguez is a financial advisor with BBVA Global Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and 14 years of industry experience. Her career includes roles at JPMorgan Securities LLC and PNC Investments LLC prior to joining BBVA, where she has been since 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 uses a client-specific investment process that integrates global fund research and third-party model providers, with a focus on non-discretionary accounts where clients retain final decision authority.

Gabriel Mueller is a financial advisor at Vontobel Swiss Financial Advisers with two years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments, Bank Vontobel, and Notenstein LaRoche Private Bank LLC. Vontobel Swiss Financial Advisers provides wrap-fee wealth management programs to individuals, corporate entities, and institutional clients, offering discretionary and non-discretionary portfolio management alongside custody and trade execution services. The firm manages multi-asset and single-asset strategies using documented investor profiles and risk controls, with approximately USD 16.2 billion in assets under management as of December 31, 2025.

Ceciel Edgar is a Series 65-licensed financial advisor at BBVA Global Wealth Advisors, INC. in Miami, FL, with two years of industry experience. She previously worked at BBVA Mexico for nine years. Edgar also serves as an insurance agent with BBVA Global Wealth Insurance, Inc., referring clients and receiving referral fees. 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’s investment approach combines strategic and tactical asset allocation with a focus on non-discretionary accounts, allowing clients to retain final decision authority over trades.

Miguel Ballestas is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 designations and over 38 years of industry experience. He has served as co-owner and president of Ballestas Advisors LLC since 2017 and has been associated with Bolton Securities Corporation since 2014. Outside of his advisory roles, he provides consulting services to a limited partnership investing in operating businesses without compensation. Bolton Global Asset Management is a registered investment adviser offering asset management and financial planning to individuals, corporations, institutions, and charitable organizations. The firm employs a network of independent advisers and uses a combination of internal and third-party managers to deliver customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed-income securities, typically emphasizing a long-term investment approach.

Leonardo Leta Furtado is a financial advisor at J. Safra Asset Management Corporation with Series 63 and Series 65 credentials. He joined the firm in 2024 and has prior experience at Safra National Bank. His background includes academic studies at The Pennsylvania State University and an extended period at The British School in Rio de Janeiro. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, private pooled investment vehicles, and institutions. The firm uses a combination of fundamental security analysis, manager due diligence, and macroeconomic assessment to manage discretionary and non-discretionary portfolios, with a focus on private funds and model strategies reviewed by an Investment Committee.