Matthew Storm is a financial advisor at CV Advisors LLC with four years of industry experience. He has been with the firm since 2009. Outside of his advisory role, he is a managing member and writer for The Last Roman LLC. CV Advisors is an independent boutique multi-family office serving high-net-worth individuals, families, trusts, estates, foundations, and other qualified entities. The firm combines a top-down asset-allocation framework with bottoms-up security and manager selection, using ETFs and third-party managers when appropriate.

Ilya Rodriguez is a financial advisor at Santander Securities LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Northeast Securities and Global Investor Advisory Services, before joining Santander in 2020. Based in Miami, FL, he has also been associated with Santander International Private Banking since 2018. 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 programs and financial planning services through a managed-account platform with third-party investment managers and centralized compliance and reporting.

Carlos Morales is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at VectorGlobal WMG and UBS Financial Services Inc. He is also a 51% investor in Ferrenova Grupo Industrial Sa de Cv, a hardware store specializing in paint, tools, and supplies. Insigneo Advisory Services provides investment advisory and consulting to retail and institutional clients through discretionary and non-discretionary portfolio management, combining committee-driven model portfolios with individualized advisor-led strategies that incorporate global asset classes and third-party macroeconomic research.

Fernando De Frutos Gonzalez is a CFA® charterholder with four years of industry experience. He is currently Chief Investment Officer at Boreal Capital Management LLC, where he oversees the Investment Advisory Team in Zürich and manages the firm’s investment policy globally. His prior experience includes six years at Boreal Capital Management AG in Zurich. His role involves frequent travel between Miami and Zurich to coordinate investment activities. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm operates an open-architecture platform combining internal portfolio management with third-party and affiliated sub-advisers, serving a diverse client base including high-net-worth and non-U.S. clients.

Manuel Salamanca Mejia is a CFA® charterholder with 10 years of industry experience. He is currently with Boreal Capital Management LLC and previously worked at FinAccess Advisors, LLC for nine years. Based in Miami, FL, he holds Series 63 and Series 65 licenses. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm uses an open-architecture platform combining internal portfolio management with third-party and affiliated sub-advisers across multiple asset classes.

Andrea Hebditch is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Insigneo in 2024, she worked at Miura Capital LLC and Advisory Investor Services LLC. Outside her advisory role, she operates a personal accounting service under the business A Hebditch Advisory Service LLC. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm's investment approach combines committee-driven model portfolios and individualized advisor-led portfolio construction, incorporating third-party macroeconomic research and global asset diversification.

Gregg Guinta is a financial advisor at Accurate Wealth Management, LLC with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various firms including Global Financial Private Capital, LLC and the State of Florida Securities Division. Outside of advising, he is a broker and owner at Miami Deluxe Real Estate. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, and educational services. The firm emphasizes value, safety, quality, and risk control in its asset allocations and offers a range of investment options including alternative investments and performance-based fee arrangements for qualified clients.

Santiago Bonells is a financial advisor with Santander Securities LLC in Miami, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Santander in 2022. 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 various wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with discretionary model management and ongoing suitability reviews.

Bruno Gomez Acebo Borbon is a financial advisor at Boreal Capital Management LLC with five years of industry experience. He holds the Series 66 designation and previously operated as a self-employed advisor for nine years before joining Boreal Capital Securities LLC. Outside of his advisory role, he is involved in client referrals for Provi-Capital Partners, an investment banking and M&A firm, receiving a portion of revenues generated from referrals. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm employs an open-architecture platform combining internal management with third-party and affiliated sub-advisers across a range of asset classes, serving both U.S. and non-U.S. clients.

Humberto Garcia De Alba Carrillo is a CFA® charterholder with one year of experience at BBVA Global Wealth Advisors, Inc. He previously worked for ten years at BBVA S.A. in Miami, FL. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs with a predominantly non-discretionary asset management approach. The firm’s investment process incorporates client risk profiling and leverages both BBVA S.A.’s global investment research and selected third-party models, maintaining an international focus and a structure that emphasizes client approval for trades.

Leon Alvarez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at VectorGlobal WMG, Wells Fargo Clearing, and Mercantil Commercebank N.A. He has also been involved as a landlord of income properties in Miami, FL. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios and individualized advisor-led portfolio construction with third-party macroeconomic research. The firm offers a range of portfolio management options, including the Insigneo Multi Asset Portfolios and proprietary funds, with an investment approach that includes global and emerging-market exposures.

Daniel Nunes is a financial advisor at StoneX Advisors Inc. in Miami, FL, with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including BTG Pactual, UBS Financial Services, and Morgan Stanley. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through a combination of independent financial advisors and an in-house Private Client Group. The firm uses a range of platforms and third-party managers to implement customized investment strategies.

Christian Felix is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2016 and previously worked at Bank of America and Merrill Lynch. Felix is the managing partner of Elite Global Advisors, Inc., an advisory business he owns and operates. 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 employs an IAR-driven approach with tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, and offers access to third-party managers, custodial wrap programs, and model portfolios.

Ricardo Quiros is an investment advisor representative at Bolton Securities Corporation with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bolton Global Asset Management and Bolton Global Capital since 2018, as well as Bank of America and Merrill prior to that. Quiros is the owner and managing director of Caoba Capital Wealth Management, where he also serves as an investment portfolio manager. 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, and corporations. The firm’s approach is driven by independent investment adviser representatives who tailor portfolios using a variety of investment vehicles with a generally long-term orientation.

Sammy Santacruz is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Morgan Stanley and CITIGROUP. Outside of finance, he is a member of Gadget Fortress LLC, a business involved in reselling video games online. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interactions, offering services that include ETF-based Robo Portfolios and personalized financial advice. The firm uses model portfolios based on Modern Portfolio Theory and serves over 83,000 clients with a focus on retail and high-net-worth individuals.

Felipe Caicedo Llano is a financial advisor at Insigneo Advisory Services, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley for seven years before joining Insigneo in 2021. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through committee-driven model portfolios and individualized advisor-led construction, including global and emerging-market exposures.

Ignacio Barcena is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Insigneo Advisory Services and Insigneo Securities since 2021 and previously spent 12 years with Wells Fargo Clearing and Wells Fargo Advisors. Barcena is also the owner of Tempano Investments LLC, a pass-through entity for tax purposes. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers a range of services such as discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting, using a combination of customized allocations and firm-modeled portfolios overseen by an investment committee.

Juan Campuzano is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Truist Advisory Services and Sanctuary Advisors LLC. Outside of his advisory role, he is the owner and manager of Bull Capitale, LLC, a real estate investment company. Insigneo Advisory Services provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm offers customized allocations and firm-modeled multi-asset portfolios, utilizing a range of investment strategies and third-party research.

Terry Morris is a financial advisor at Kingsview Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kingsview since 2011, including roles at Kingsview Asset Management since 2015. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm integrates advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

Juan Villalonga Tallada is a financial advisor at Boreal Capital Management LLC with a Series 65 designation and experience at Banco Santander International and Tallalar SA. He has been with Boreal Capital Management since 2025. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm operates an open-architecture platform combining internal management with third-party sub-advisers across various asset classes and serves a diverse client base including high-net-worth and non-U.S. clients.