Ignacio Seveso is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at several firms including Insight Securities Inc. and Northeast Securities Inc. before joining Insigneo Advisory Services in 2020. Insigneo Advisory Services provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm uses a combination of customized allocations and firm-modeled multi-asset portfolios, with oversight from an Investment Committee and employs a range of investment strategies across various asset classes.

Agustin De Estrada is a financial advisor with Bolton Securities Corporation based in Miami, FL, holding Series 63, Series 65, and Series 66 credentials and over 23 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2017 and previously held roles at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of his advisory work, he is a co-owner and partner in a family farm in Argentina, Estancia Los Patos, although he is not actively involved in its operations. 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 securities, and offers customized wealth management through independent advisers and third-party asset management programs.

Janel Vidal Perez is a financial advisor at Insigneo Advisory Services, LLC with 26 years of industry experience. She holds a Series 66 designation and has worked at Insigneo since 2021, including roles at both Insigneo Advisory Services and Insigneo Securities LLC. Prior to that, she spent five years at Wells Fargo Clearing. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with advisor-led portfolio construction, utilizing third-party macroeconomic research to tailor allocations to client objectives and risk tolerances.

Thiago Queiroz is a CFA® charterholder affiliated with Bolton Securities Corporation and has nine years of industry experience. He has worked at Bolton Global Asset Management since 2018 and at Bolton Global Capital since 2016, with prior experience at Lafite/KBO from 2012 to 2019. Queiroz is also the owner of two entities focused on personal investments and tax purposes. Bolton Global Asset Management provides asset management and financial planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a range of investment strategies utilizing mutual funds, ETFs, equities, and fixed income, offering customized portfolio management through a network of independent advisers.

Sandra Rolon is a financial advisor with Latitude Advisors, LLC and holds Series 63 and Series 65 credentials. She has 23 years of industry experience and also operates Sandra Rolon & Associates, CPA, PA, an accounting firm specializing in tax return preparation. In addition, she is active as a life and health insurance agent and serves as a board member of her office condominium association. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based and fundamental/quantitative strategies, managing most client relationships on a discretionary basis.

Andres Pilliod is a financial advisor at BBVA Global Wealth Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices through a network of financial advisors. The firm offers portfolio advisory, wrap fee programs, and access to model portfolios and third-party investment models, using a risk-profile based approach that incorporates both internal and external research.

Oscar Rubiano is a financial advisor at StoneX Advisors Inc. based in Miami, FL, holding a Series 66 designation with 11 years of industry experience. His career includes roles at Morgan Stanley Private Bank, National Securities Corp, Bci Securities, and independent insurance agency work. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services through a mix of independent advisors and an in-house Private Client Group. The firm utilizes a variety of investment platforms and strategies, including proprietary models and third-party money managers, supporting multiple account structures and client-imposed investment restrictions.

Tyler Broek is a financial advisor at The Partners Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including OSAIC and Securities America Advisors, Inc. Broek also operates his own LLC alongside his advisory career. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm combines customized portfolios and model-based management, utilizing both in-house models and third-party managers through its Amplify Platform.

Jeannie Adams is a financial advisor at Insigneo Advisory Services, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. 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 uses a combination of customized allocations and firm-modeled multi-asset portfolios, incorporating third-party research and a range of investment strategies.

Stephen Luscher is a financial advisor at Wealth Watch Advisors, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Luscher has been a professor of communications at Florida International University since 1998. He is also a health insurance agent and involved in tax-sheltered annuity marketing and sales. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and financial institutions. The firm employs a combination of quantitative, qualitative, and technical investment strategies and offers both discretionary and non-discretionary portfolio management, financial planning, consulting, and access to alternative private placements for accredited investors.

Eduardo Fernandez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2021 before joining Insigneo in 2021. Outside of his advisory work, he is the owner and manager of CASA AMADORE LLC, an interior design business based in Miami. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm utilizes committee-driven model portfolios combined with individualized advisor-led portfolio construction, incorporating global asset classes and third-party macroeconomic research to align investment strategies with client objectives.

Andre Da Silva Reid is a financial advisor at Insigneo Advisory Services, LLC with 12 years of industry experience. He holds a Series 65 credential and has worked previously at VectorGlobal WMG and Progress Advisors. Reid is based in Miami, FL. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with individualized advisor-led portfolio construction and utilizes third-party macroeconomic research to align investments with client objectives and risk tolerances.

Jose Aguilar is a financial advisor at Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation with 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and UBS International Inc. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management that combines committee-driven model portfolios and advisor-led portfolio construction with global asset class exposures.

Aaron Berman is a financial advisor with IP Financial Advisory Services LLC in Miami, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior roles include positions at Saxony Capital Management LLC, Patrick Capital Markets, and Preston Wealth Advisors, LLC. He is also involved with Berman Distributors, LLC, an investment-related business. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of analytical approaches and refers clients to third-party investment advisors while offering a combination of traditional advisory services and specialized consulting.

Andrew Draft is a financial advisor at NewEdge Wealth in Miami, FL, holding a Series 65 designation with two years of industry experience. Prior to joining NewEdge Wealth in 2023, he worked at Grover USA Inc. and Uber Technologies, Inc., among other companies. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and emphasizes asset allocation and investor behavior through a range of strategies, including proprietary investment solutions and alternative exposures.

Valeria Ortega is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at LWM Advisory Services, LPL Financial LLC, Kovack Advisors, and Nationwide Investment Services Corporation. She is an owner and president of a retirement benefits consulting business unrelated to investments. Modern Wealth Management, LLC is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized investment committee and a variety of portfolio management strategies.

Jorge Carbajal is a financial advisor at New Edge Wealth in Miami, FL, holding a Series 65 designation. He has five years of industry experience, including roles at Boston Private/Silicon Valley Bank, TD Bank, Terrabank, and Bankunited. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior to tailor portfolios using a combination of independent managers, model strategies, and proprietary investment solutions, supported by technology tools including AI-assisted analytics.

Jose Salazar is a financial advisor at Insigneo Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley from 2015 to 2018. He is also dually registered with Insigneo Securities, LLC, where he serves as Head of Sales on a part-time basis. Insigneo Advisory Services provides investment advisory and portfolio management services to individual clients, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and oversight by an Investment Committee.

Rodolfo Castilla is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has held various roles within the Insigneo organization since 2020 and previously worked at Citi Asesores de Inversión de Uruguay S.A. and Citi International Financial Services LLC. Castilla is a shareholder and director of a personal investment company. 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 committee-driven investment process combining model portfolios and advisor-led portfolio construction, incorporating global asset classes and emerging markets to align with client objectives and risk tolerances.

Seth Miller is an advisor at Founders Financial Securities LLC in Miami, FL, holding Series 65 and Series 63 licenses. He has been with Founders Financial Securities since 2026 and previously worked at EmpowerHealth and the University of Miami. Miller has no prior industry experience beyond his current role. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of 116 advisors managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms, including managed portfolios, private wealth solutions, and 1031 exchange consulting, with investment strategies delegated to its advisors who may provide discretionary or non-discretionary management and serve in ERISA fiduciary roles.