Anthony Garcia is a financial advisor at Apollon Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fortune Financial Services, Inc. and Blue Chip Wealth Management, Inc. Garcia is the sole owner of Garcia Asset Management, LLC and also operates as an independent insurance agent. Apollon Wealth Management is a multi-team registered adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm employs a combination of centrally managed and locally managed portfolios, offering a range of services including financial planning, portfolio management, consulting, and sub-advisory roles across various asset classes.

David Sakr is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 66 and Series 65 designations and six years of industry experience. His prior work includes roles at PNC Bank and multiple BBVA entities dating back to 2006. Outside of advisory services, he is involved with BBVA Global Wealth Insurance, Inc., referring clients to the insurance agency. 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 with a focus on non-discretionary accounts. The firm’s investment process integrates client risk profiles with global investment research and employs a combination of strategic and tactical asset allocation.

Justine Ochoa is a financial advisor with IHT Wealth Management LLC in Miami, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining IHT Wealth Management and LPL Financial in 2018, she worked at Yelp and the University of Illinois Foundation. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach utilizing fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, supported by a network of approximately 153 advisors.

Jose Vidal is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is also the owner of JAV Wealth Management LLC, a pass-through entity for tax purposes. 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 combines customized allocations with firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and permitting client-imposed investment restrictions.

Jose Balmaceda is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes positions at Edward Jones and Robinhood Financial, LLC. Outside of finance, he owns a vintage film camera sales business, Life By Zay LLC. Insigneo Advisory Services provides investment advisory and consulting to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through model portfolios and individualized advisor-led construction, incorporating global and emerging-market exposures.

Felipe Mejia is a CFP® certificant with 10 years of industry experience, currently serving at Advisors Capital Management, LLC since 2023. His prior roles include positions at Northstar Financial Planners, Inc., Charles Schwab Bank, Charles Schwab, and Valic Financial Advisors. Advisors Capital Management, LLC provides discretionary portfolio management as an outsourced investment manager to individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm utilizes a combination of top‑down macro analysis and bottom‑up security selection across fundamental, quantitative, and qualitative strategies, managing over $8.1 billion in discretionary assets.

James Rooney III is a financial advisor at Sapient Capital LLC with 13 years of industry experience. He previously worked at Corient Capital Partners, LLC and Fortuna Ventures RSF LLC. Rooney serves on advisory boards for real estate and aerospace defense private equity firms and is a board member of a media company. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and acts as adviser to private funds and sub-advisor to registered ETFs.

Fernanda Araujo is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at J. Safra Asset Management Corporation since 2021 and previously held roles at Safra Securities LLC, Morgan Stanley, and Wells Fargo. Outside of her advisory and compliance duties, she is a silent partner owner of an online jewelry business. J. Safra Asset Management Corporation provides discretionary and non-discretionary portfolio management, managed-account strategies, and institutional consulting to a range of clients including high-net-worth individuals and corporations. The firm employs a combination of fundamental and macroeconomic analysis and uses third-party managers to implement its investment strategies.

Gustavo Soares Zuquim Nunes is a CFA® charterholder and holds a Series 66 license, currently working at Santander Securities LLC with three years of industry experience. His prior roles include positions at Santander International Private Banking, Andbanc Brokerage LLC, Andbanc Advisory LLC, and BTG Pactual US Capital LLC. Outside of advisory work, he is an investor in a private equity investment fund, KKR Private Equity Conglomerate LLC. 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 third-party managers and centralized compliance and reporting.

Nelson Vallin is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at HSBC Bank USA, N.A., and HSBC Securities (USA) Inc. Outside of his advisory work, he has acted in commercials on occasion. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party research and a dedicated Investment Committee to monitor performance across a broad range of asset classes.

Nathalie Fernandez is a financial advisor with Arete Wealth Advisors, LLC in Miami, FL, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Merrill and Bank of America, as well as involvement with One Sotheby's International Realty and Own Realty, LLC. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels in its service offering.

Maria Acevez is a financial advisor at Insigneo Advisory Services, LLC with 10 years of industry experience. She holds the Series 66 designation and has worked previously at VectorGlobal WMG and Torre Q. Outside of financial advising, she owns and manages Caiman Contemporary LLC, a business focused on buying and selling artwork. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients. The firm offers discretionary and non-discretionary portfolio management through a blend of committee-driven model portfolios and individualized advisor-led construction, incorporating global asset classes and macroeconomic research.

Daniel Dragone is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE Capital Management, and Bradesco Investments Inc. He also served as Vice President Product Owner at Bradesco Global Advisor. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs focused on non-discretionary management. The firm’s investment process integrates client risk profiles with global research and combines strategic and tactical asset allocation, with clients generally retaining final decision authority over trades.

Monica Cleves is a financial advisor at Insigneo Advisory Services, LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Vectorglobal IAG, Inc. and VectorGlobal WNG. 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 combination of committee-driven model portfolios and advisor-led portfolio construction, incorporating third-party macroeconomic research to align investments with client objectives and risk tolerances.

Eduardo Morales Cruz is a financial advisor at Insigneo Advisory Services, LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at several financial firms including JP Morgan Chase, StoneX Financial Inc., Credicorp Capital LLC, and PAR5 Advisors LLC. Eduardo also serves as Operations Manager for an affiliated investment-related firm within the Insigneo group. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm employs a committee-driven model portfolio approach combined with advisor-led portfolio construction, incorporating third-party macroeconomic research and allowing client-specific restrictions and non-discretionary arrangements.

Olesia Rasiuk is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 66 credentials and five years of industry experience. Her prior roles include positions at Morgan Stanley, AllianceBernstein, and Autonomous Research US LP. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and incorporates third-party sub-advisers and a structured due-diligence process in its investment approach.

Carlos Bonadies is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at Insigneo since 2019 and previously spent nine years at Citigroup. 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 combines customized allocations with firm-modeled portfolios and uses third-party research to monitor performance, offering a range of investment options across multiple asset classes.

Fredy Rizo is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Bank of America, U.S. Bank, J.P. Morgan Chase, and Hess & Llarena P.A. from 2020 to 2024. 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 focuses on non-discretionary asset management, aligning investment strategies with each client’s risk profile while leveraging BBVA S.A.’s global investment research and third-party model providers.

Laura Bertran De La Torre is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 65 and Series 63 licenses with three years of industry experience. Her prior roles include positions at Citigroup and Arvest Wealth Management. 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 non-discretionary investment approach that aligns clients’ Investor Risk Profiles with investment guides developed in coordination with BBVA S.A.’s Global Wealth Investment Committee, combining strategic and tactical asset allocation.

Lonnie Ogulnick is a financial advisor with The Partners Wealth Management in Miami, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Securities America, Inc., Investacorp, and Ladenburg Thalmann & Co., Inc. Outside of his advisory work, he is the CEO of OG Money Motivation, where he engages in motivational sales coaching, podcasting, and authorship. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, utilizing internally developed models, third-party model providers, and outsourced investment managers through a mandatory platform integrating back-office and trading functions.