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 at Insigneo Advisory Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at various related entities within the Insigneo group since 2020, as well as at Citigroup Global Markets and its international affiliates from 2012 to 2020. Castilla is also a shareholder and director of a personal investment company. 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 offers customized portfolio allocations, multi-asset portfolios, third-party manager oversight, and consulting, using a combination of proprietary and third-party strategies across various asset classes.

Seth Miller is a financial advisor with Founders Financial Securities LLC in Miami, FL. He holds Series 63 and Series 65 licenses and has experience working at EmpowerHealth and the University of Miami. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients. The firm offers multiple advisory platforms and services, including managed portfolios, financial planning, and 1031 exchange consulting, with an emphasis on both fiduciary management and brokerage capabilities.

Santiago Franco is a financial advisor with Santander Securities LLC in Miami, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bolton Securities Corporation, Bolton Global Capital, and Activest Wealth Management. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party managers and discretionary account management.

Antonio Ladron De Guevara is a financial advisor at Bison Wealth, LLC in Pembroke Pines, FL. He holds a Series 65 designation and has experience working at several firms, including Makoto and Katsuya, before joining Bison Wealth where he has been since 2024. Bison Wealth serves a broad client base including individuals, family offices, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advice. The firm is notable for its turnkey asset management platform for other advisers and its use of alternative investments and option-based overlay strategies.

Salvador Ramos Carmona is a financial advisor at Mora Capital Management, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at UBS Financial Services, Inc. and UBS Asesores Mexico, S.A. de C.V. Mora Capital Management provides investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm uses an open-architecture investment process combining fundamental and technical analysis, third-party manager selection, and customized index solutions, offering both discretionary management and non-discretionary consulting.

Jose Valenzuela is a financial advisor at Impact Partnership Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at various firms including Champion Mortgage and My Financial Practice. He is also involved in educational activities through 123COLLEGE.COM, where he presents college planning seminars focused on grants and scholarships. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, and ERISA retirement plan services through a multi-team advisor network.

Marcelo Charul is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2017 and was previously with Wells Fargo Advisors for five years. He is also the owner and manager of GFA Wealth Management, LLC, an entity created to operate securities and investment 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 approach is IAR-driven, tailoring portfolios to client goals and risk tolerance with a generally long-term orientation, while offering access to third-party managers and various investment platforms.

Luis Bermudez Valdes is a financial advisor at Santander Securities LLC with 11 years of industry experience. He holds a Series 66 designation and has been with Santander in various capacities since 2014, including roles at Santander International Private Banking. He serves as a board member of the US-Spain Chamber of Commerce, an organization promoting US-Spain economic cooperation. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with oversight from third-party managers and an Implementation Manager.

Lucas Rio Torto is a CFA® charterholder and Series 66 licensed advisor with nine years of industry experience. He has been with Bolton Global Asset Management since 2018 and Bolton Global Capital since 2016. Outside of his advisory roles, he co-owns and manages Assurance Corporate Services LLC, which facilitates offshore corporate filings and services. Bolton Global Asset Management provides 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 financial institutions. The firm’s approach involves tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, with access to third-party managers and wrap-fee platforms.

Nicholas Patino is a financial advisor with Insigneo Advisory Services, LLC in Coral Gables, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Insigneo Advisory Services and Insigneo Securities since 2017 and previously held roles at multiple Brickell Global entities from 2015 to 2017. Outside of his advisory work, he is a part owner and member of a golf club. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, institutional clients, and banking institutions. The firm combines customized allocations with firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and allowing client-imposed investment restrictions.

Fernando Senso Castilla is a financial advisor at Santander Securities LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at CITIGROUP for 10 years before joining Santander Securities and Santander International Private Banking in 2024. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with discretionary account management and ongoing compliance oversight.

Anabel Zamora is a financial advisor at Insigneo Advisory Services, LLC with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors prior to joining Insigneo in 2021. She also holds a life insurance license and assists with related sales in her role. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm employs a committee-driven investment process combined with advisor-led portfolio construction and incorporates global asset classes and emerging-market exposures.

Adrian Leon is a CFA® charterholder and holds a Series 65 license, with 10 years of industry experience. He is currently with Insigneo Advisory Services, LLC and Insigneo Securities LLC, and previously worked at Guggenheim Partners Latin America and Alvarium Investment Managers. Outside of his advisory role, he serves as investment advisor and trust protector for a private family trust. 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 and emerging-market exposures.

Isadora Del Llano is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Insigneo in 2021. Outside of her advisory role, she owns an interior design business, Sisi D Designs LLC. Insigneo Advisory Services, LLC provides 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, utilizing third-party research and periodic reviews to manage diversified portfolios across various asset classes.

Francisco Secada is a financial advisor at Valor Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Valor Advisors and its affiliated entities since 2014. Outside of his primary advisory role, he serves as a director at BD Capital Sociedad Administradora de Fondos de Inversion S.A.C. in Lima, Peru. Valor Advisors serves ultra-high net worth families, primarily in Latin America, providing portfolio management, investment consulting, and business consulting with a focus on fundamental analysis and a long-term buy-and-hold investment approach. The firm offers both discretionary and non-discretionary arrangements, maintaining a distinctive client base and investment approach.

Augusto Gaymer is a financial advisor with Missionsquare Retirement in Miami, FL, holding a Series 66 designation and bringing 19 years of industry experience. His work history includes roles at Icma Rc since 2018, as well as positions at RESF - Real Estate Sales Force and Trade Audio. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and delivered through multiple channels exclusively within MissionSquare accounts.

Sara Bolanos is a financial advisor with BBVA Global Wealth Advisors, INC. in Miami, FL. She holds a Series 65 designation and has one year of industry experience. Prior to joining BBVA Global Wealth Advisors in 2026, she worked for BBVA Colombia S.A. and Banco de Bogotá Panama S.A., accumulating a total of ten years in related roles. 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 employs a primarily non-discretionary investment approach that incorporates client risk profiles and leverages international investment solutions.

Gerardo Castillo is a financial advisor at Insigneo Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Castillo is a member of S & D Advisors and owner of Bayfront Group, LLC, both non-investment related entities with no hours devoted to these activities. Insigneo Advisory Services provides investment advisory and portfolio management to individuals, corporations, trusts, institutional clients, and banking institutions. The firm combines customized allocations by individual advisors with firm-modeled portfolios, using a range of asset classes and third-party research to monitor performance.

Alex Astudillo is a financial advisor with Bolton Securities Corporation and holds Series 63 and Series 65 licenses, with 25 years of industry experience. He has been affiliated with Bolton Global Asset Management and Bolton Global Capital since 2016. Astudillo is also the owner and operator of Private Wealth Advisors, Inc., a business entity connected to his advisory activities, and maintains a referral agreement with Banco Sabadell for banking and credit services. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, and charitable organizations. The firm offers tailored portfolio management using a variety of investment vehicles and employs a long-term approach while allowing flexibility for certain strategies.