William Dahm III is a CFP® professional with five years of industry experience, currently serving at Provenance Wealth Advisors. His prior roles include positions at PWA Securities LLC, Citizens Securities, Inc., and RBC Capital Markets. Provenance Wealth Advisors manages approximately $3.63 billion in assets, providing portfolio management, financial planning, retirement planning, and consulting services to a diverse client base including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a multi-custodial platform and a range of investment strategies including equities, ETFs, mutual funds, and option strategies.

Michael Averett is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at Insigneo and its related entities since 2024, with prior experience at Bolton Global Capital and Citi International Personal Banking. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management that includes committee-driven model portfolios and advisor-led individualized strategies incorporating global asset classes and emerging-market exposures.

Pedro Isern is a financial advisor with Insigneo Advisory Services, LLC in Coral Gables, FL, holding Series 63 and Series 65 registrations and seven years of industry experience. His prior roles include positions at Natixis Investment Managers and Plus International Bank. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized and committee-overseen investment solutions across multiple asset classes, utilizing both proprietary and third-party strategies.

Carl Linder is a financial advisor at Level Four Advisory Services with one year of industry experience. He holds a Series 65 credential and previously worked for nine years at Greenspoon Marder LLP. Outside of his advisory role, he serves as of counsel at Greenspoon Marder, dedicating part-time hours to that position. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving high-net-worth individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and various platform and sub-advisor arrangements.

Kathryn Vera is a financial advisor at StoneX Advisors Inc. with 18 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked for Bulltick LLC for 15 years. Vera is also active as a public speaker on topics related to women, finance, and economics. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors, proprietary models, and third-party managers to deliver tailored investment solutions.

Jose Restrepo A is a Series 65 credentialed advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL. He has been with BBVA and its affiliates since 2013, including one year at BBVA Global Wealth Advisors. 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, mapping each client’s Investor Risk Profile to tailored investment guides and combining strategic and tactical asset allocation.

Nilia Gasson is a financial advisor at Insigneo Advisory Services, LLC with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she is the owner and manager of Nicollette LLC, a non-investment related entity used for income and expense processing. 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 allocations, firm-modeled multi-asset portfolios, third-party manager oversight, and consulting services, utilizing a range of investment strategies across various asset classes.

Marcello Zaffaroni is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding Series 63 and Series 66 credentials and having 24 years of industry experience. His prior experience includes roles at SunTrust Advisory Services and Sanctuary Advisors. He serves as treasurer for The Heart of Saint Mary Foundation Inc., a charitable organization in Florida. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management with a focus on committee-driven model portfolios and individualized advisor-led construction, including global and emerging market exposures.

Andres Ricketts Canepa is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL. He holds a Series 65 designation and has experience working at several firms, including FounderNest and Worldaware. 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 risk profile, combining strategic and tactical asset allocation with input from BBVA S.A.’s Global Wealth Investment Committee.

Daniel Lizaso Trejo is a CFA® charterholder and holds a Series 66 license. He has four years of industry experience and is currently affiliated with BBVA Global Wealth Advisors, Inc. in Miami, FL. His prior experience includes roles at DB USA Core Corp, Deutsche Bank Securities, Inc., and Mapfre. 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 combines strategic and tactical asset allocation, guided by BBVA S.A.’s global research and third-party model providers.

Mark Van Der Eijk is an Investment Portfolio Manager with Bolton Securities Corporation and holds a Series 66 designation. He has 23 years of experience in the financial industry, including roles at Bolton Global Asset Management and Bolton Global Capital since 2021, as well as prior experience at Wells Fargo Clearing and WELLS FARGO Advisors. He is also the owner and CEO of Van Der Eijk Group, LLC, a business entity related to securities and investment advisory services. 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 combined with discretionary portfolio management and utilizes mutual funds, ETFs, equities, and fixed-income securities in its strategies.

Mauricio Viaud is a financial advisor at Insigneo Advisory Services, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Janney Montgomery Scott and Hefren Tillotson. He currently serves as a Senior Investment Strategist and Portfolio Manager at Insigneo Advisory Services. Insigneo Advisory Services provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, and institutional clients. The firm employs a combination of customized allocations and firm-modeled portfolios, incorporating a range of asset classes and strategies.

Jose Varon is a financial advisor at Insigneo Advisory Services, LLC with four years of industry experience. He previously worked at VectorGlobal WMG for seven years and Banco de Bogota for fourteen years. Varon holds a Series 65 designation and is based in Miami, FL. 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’s approach includes global asset classes and emerging-market exposures, and it serves clients with both discretionary and non-discretionary portfolio management.

Eduardo Solano is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital before joining Insigneo Advisory Services, LLC. In addition to his advisory role, he is licensed to sell fixed life insurance products through GEF Insurance/GEF Financial Group. 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 individualized advisor-led construction, using global asset classes and third-party research to tailor portfolios to client objectives and risk tolerances.

Daniel Geller is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His career includes roles at Bolton Global Asset Management and Bolton Global Capital since 2019, as well as previous positions at Morgan Stanley Private Bank and Citigroup Global Markets. He is also co-owner and Managing Director of NYB Wealth Advisory, LLC, which operates securities and investment advisory services. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using a mix of internal management, unaffiliated managers, and third-party programs, with an emphasis on a long-term investment approach.

Marlon Cruz is a financial advisor with Valley Wealth Managers, Inc. He holds a Series 66 designation and has 12 years of industry experience. His prior roles include positions at Leumi Investment Services Inc. and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered adviser managing approximately $2.69 billion for individual and institutional clients. The firm uses a client-driven investment process that combines individual stocks and bonds with mutual funds and ETFs, supported by an investment committee overseeing strategic and tactical allocations.

Oscar Fernandez Este is a financial advisor with Insigneo Advisory Services, LLC in Houston, TX. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His prior roles include positions at PNC Investments and BBVA Wealth Solutions. Outside of his advisory work, he is the manager and owner of D'ESTE GROUP LLC, a non-securities related entity. 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 portfolios, incorporating equities, fixed income, commodities, and alternative investments, with oversight from an Investment Committee and third-party research.

Ryan Batalha is a financial advisor at Santander Securities LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Miura Investment Advisors, Inc. and Miura Capital, LLC. His career background also includes time at Babson College and Gulliver Preparatory. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm supports individuals, ERISA and IRA accounts, and institutional entities, primarily onboarding retail investors through various managed account strategies implemented by third-party managers.

Fernando Herrera is a financial advisor at Santander Securities LLC with seven years of industry experience. He holds a Series 66 designation and has worked at various Santander entities, HSBC Securities, and HSBC Bank USA since 2013. Herrera is a member of the education and training committee of the Florida International Bankers Association (FIBA). Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, primarily serving retail investors.

Gibran Abdala Hadad is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 13 years of industry experience. Prior to joining Insigneo in 2026, he spent 14 years at Vector Casa De Bolsa. He is also involved in his family’s hotel business as a partner. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through proprietary and third-party strategies. The firm’s process integrates committee-driven model portfolios and advisor-led customization, with a focus on global asset classes and cross-border investment opportunities.