Jorge Rivas Padilla is a CFA® charterholder and holds a Series 63 designation with six years of industry experience. He currently works at BBVA Global Wealth Advisors, INC., where he has been since 2023. His prior experience includes roles at PNC Investments and various BBVA entities, including BBVA Mexico. 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 that integrates both strategic and tactical asset allocation, leveraging global research and third-party models.

Samuel Goihman Benaim is a financial advisor at Insigneo Advisory Services, LLC with nine years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America, Merrill, and JPMorgan Chase. In addition to his advisory role, he serves as a business consultant for a digital asset education firm. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through model portfolios and individualized advisor-led construction. The firm incorporates global asset classes and oversees third-party managers while maintaining cross-border and affiliated broker-dealer relationships.

Indra Arango is a financial advisor at First Advisors National, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at Asset Allocation Strategies, LLC. Outside of his advisory role, Arango is president of Indra Arango, PA, a real estate agency where he represents buyers and sellers in property transactions. First Advisors National offers investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, focusing on discretionary management through third-party money managers and tactical asset allocation strategies.

Dante Neyra is a financial advisor with Bolton Securities Corporation, holding a Series 63 license and bringing 37 years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2023 and has been associated with Morgan Stanley and Morgan Stanley Private Bank since 2014 and 2015, respectively. In addition to his advisory role, Neyra is co-owner and principal of Neyra De La Torre Global Wealth, LLC, as well as owner and principal of DNP Global, LLC, both used for accounting purposes. 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 a mix of mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation, while also allowing tactical trading and rebalancing.

Cristina Torres Dager is a financial advisor at Insigneo Advisory Services, LLC with two years of industry experience. She holds a Series 65 credential and has previously worked at Vector Global WMG, Banco ITAU Panama, and Occidental Bank Barbados. 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 and individualized advisor-led construction. The firm incorporates global asset classes and emerging-market exposures, with a cross-border focus supported by affiliated entities in Panama and a related broker-dealer.

Carlos Lecour is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2017 and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Outside of his advisory role, he serves as a board member for TAL Building Centers, overseeing the company’s financial matters. 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 advisor-driven approach customizes portfolios using a mix of mutual funds, ETFs, equities, and fixed income, with a long-term orientation that allows for tactical adjustments.

Jennifer Angell is a financial advisor at RFG Advisory, LLC with 10 years of industry experience. She holds the CFA® designation and a Series 65 license. Prior to joining RFG Advisory in 2026, she worked at Payne Capital Management, LLC since 2015. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a blend of actively managed and passive strategies, direct indexing, and tax-aware approaches, offering a range of portfolio management, financial planning, and alternative investment services.

Gustavo Rodriguez is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior experience includes roles at Compass Group Investment Solutions LLC, EFG Capital International Corp, and J.P. Morgan Securities. 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 tailored to each client’s Investor Risk Profile, combining strategic and tactical asset allocation supported by global investment research.

Luis Navas is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. His previous roles include positions at Santander Securities and Banco Santander Central Hispano, as well as various entities within the Insigneo organization since 2017. Navas serves on the board of the American Nicaraguan Foundation and is a member of the Executive Committee of the Financial & International Business Association in Florida. He is also involved with the College of William & Mary’s Latinx Alumni Familia Advisory Board. 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 employs a combination of customized allocations and firm-modeled portfolios, utilizing a range of asset classes and third-party research, while accommodating client-imposed investment restrictions.

Brian Goldman is a financial advisor with GenTrust, holding Series 63 and Series 65 licenses and one year of industry experience. He has been with GenTrust since 2024 and has a concurrent role at Lanx Management LLC dating back to 2001. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals, pooled investment vehicles, and financial intermediaries. The firm manages approximately $4.46 billion in regulatory assets with a team of about 20 advisors, employing a multifaceted investment approach that includes discretionary and non-discretionary portfolio construction and performance-based fee arrangements for qualified clients.

Melvin Saballos Jr. is a financial advisor at Insigneo Advisory Services, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including VectorGlobal WMG and Insight Securities, Inc. Outside of his advisory role, he operates a vehicle rental business through the Turo platform. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm uses a combination of committee-driven model portfolios and individualized advisor-led portfolio construction, incorporating global and emerging-market exposures to align with client objectives.

Julia Valenzuela is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Bank of America, and CPR Investments Inc. In addition to her advisory role, she serves as a marketing representative for CPR Financial Group LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 89 advisors. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a variety of strategies and a broad affiliated-entity ecosystem.

Miguel Hidalgo is a financial advisor with Missionsquare Retirement in Miami, FL, holding Series 63 and Series 65 designations and having 13 years of industry experience. He has worked with Icma Rc since 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which includes discretionary Managed Accounts and nondiscretionary Fund Advice, supported by Morningstar Investment Management's investment models and research.

Giuseppe Mazzeo is a financial advisor at Level Four Advisory Services with 14 years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include positions at Holdun Family Office LLC and Andbank Private Bankers. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and unaffiliated sub-advisors.

Paul Klukas is an investment advisor representative at Bolton Securities Corporation with eight years of industry experience. He holds Series 65 and Series 63 designations and maintains a full-time role as a senior project manager at Siemens Energy. Klukas is also the owner and CEO of KAS Capital Corp, an entity managing securities, investment advisory, and insurance businesses. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporations, institutions, and charitable organizations. The firm offers customized portfolio management using mutual funds, ETFs, equities, and fixed-income securities, combining internal management with third-party asset managers to accommodate various investment approaches.

Euclides Moreno is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at Merrill for 17 years and Bank of America for one year before joining Bolton Global Asset Management and Bolton Global Capital in 2017. Moreno is also a managing partner of Moreno Wealth Management Group, LLC, and co-owner and managing director of PWA Family Office, LLC, both of which provide investment advisory services. Bolton Global Asset Management offers discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s IAR-driven approach tailors portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical trading and rebalancing.

Alvaro Torres is a financial advisor at StoneX Advisors Inc. with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining StoneX Advisors in 2020, he worked at VTS Capital Partners and CITIGROUP. Outside of his advisory work, he is also a real estate agent with Weichert Realtors | Capella Estates, representing buyers of residential properties. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a range of advisor-managed portfolios and third-party money managers, supported by multiple technology platforms and integrated clearing and custody services through its affiliation with StoneX Group.

Edward Laughlin is a financial advisor with Westminster Financial Advisory Corp in Miami, FL. He holds a Series 66 designation and has 53 years of industry experience. Prior to joining Westminster Financial Securities in 2017, he worked at Wunderlich Securities from 2015 to 2017. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a diversified, multi-asset class investment approach with a buy-and-hold orientation, supplemented by tactical overlays and cyclical analysis.

Mariela Arana Landaeta is a financial advisor at Insigneo Advisory Services, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Citigroup Global Markets Inc. Mariela also serves as Head of Client Experience at an affiliated registered investment adviser, a role she dedicates approximately five hours per month to. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base including high-net-worth individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers a range of managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services, utilizing customized allocations and firm-modeled strategies overseen by an Investment Committee.

Lucia Uribe is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Morgan Stanley and Jefferies LLC, as well as varied experience outside finance, such as positions at Rosetta Bakery and involvement in extended travel. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad range of clients including individuals, trusts, estates, and charitable organizations, using a customized planning process supported by third-party software and statistical simulations.