Monica Belaval Umpierre is a Series 66-credentialed financial advisor with six years of industry experience. She has worked at Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, PFS Financial Services, Primerica Financial Services, and Citibank. In addition to her advisory role, she owns a small business selling nail polish strips. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and retirement plan consulting. The firm utilizes platforms like Envestnet and Pershing and offers access to MOIS-approved model portfolios while operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Liliana Borrero Acevedo is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. She previously worked at Wells Fargo Clearing from 2016 to 2021 before joining Insigneo. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through firm-managed portfolios, third-party manager oversight, and a wrap fee program. The firm’s investment process combines committee-driven model portfolios with individualized advisor-led portfolio construction that incorporates global asset classes and emerging-market exposures.

Jeffrey Kline is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Prudential Equity Group. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients through both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with advisor-led portfolio construction, utilizing global asset classes and third-party research to tailor strategies to client objectives and risk tolerances.

Andrew Kane is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Fortune Financial Services, Blue Chip Wealth Management, Platinum Wealth Partners, Morgan Stanley, Wells Fargo Clearing, and Prudential Equity Group. He serves as Secretary on the Board of Directors for the Condo Blue Diamond in Miami Beach. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser with approximately $11.56 billion in assets under management, serving individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans. The firm employs a combination of centrally managed strategy mandates and locally managed portfolios, integrating fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI, alongside a platform model that supports independent advisors and alternative investment offerings.

Krysta Dos Santos is a CFP® professional with 14 years of industry experience. She currently works at GenTrust LLC and has previously held positions at THE Vanguard Group, Inc., Black Gould and Associates, and Equitable Advisors. GenTrust is an SEC-registered investment adviser that provides wealth management, financial planning, and consulting services to individuals, families, pooled vehicles, and institutional clients. The firm employs an asset-allocation driven investment approach that integrates fundamental, technical, and macroeconomic analysis with scenario-based risk management and uses AI-enabled tools alongside human oversight.

Santiago Pena Diaz is a Series 65 licensed financial advisor with eight years of industry experience. He currently works at Insigneo Advisory Services, LLC and previously worked at VectorGlobalWMG and IPG Securities. Outside of advisory work, he is the owner and legal representative of a marketing services startup based in Panama. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, utilizing committee-driven model portfolios combined with individualized advisor-led portfolio construction. The firm’s approach incorporates global and emerging market assets and includes discretionary and non-discretionary management options.

Cecilia Socorro Fuenmayor is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Insigneo Advisory Services since 2019 and previously spent ten years with Avantia Capital. Outside of her advisory role, she has a 50% ownership stake in Provision & Solution LLC. Insigneo Advisory Services provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including high-net-worth individuals and banking institutions. The firm offers customized allocations and firm-modeled portfolios across a range of asset classes, supported by third-party research and a dedicated Investment Committee.

Raul Rohr is a financial advisor with Bolton Securities Corporation, holding a Series 66 license and 18 years of industry experience. His prior work includes roles at Bolton Global Capital, Bank of America, Merrill, and Equitable Advisors. He is also the owner and managing director of Rohr Private Wealth Management, LLC. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a customized wealth management approach using mutual funds, ETFs, equities, and fixed-income securities, and serves clients through a network of independent investment adviser representatives.

Matteo Hernandez Sada is a financial advisor with BBVA Global Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Citigroup, BBVA Securities Inc., Compass Bank, and Charles Schwab. Outside of finance, he is involved with Team Matteo LLC, a media and photography business. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices by providing portfolio advisory, wrap fee programs, and access to model portfolios combining strategic and tactical asset allocation informed by BBVA S.A.’s research and third-party resources. The firm’s portfolios include mutual funds, ETFs, UCITS, structured products, and individual securities, with periodic reviews and suitability assessments.

Richard Ferrer is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 credentials and bringing 23 years of industry experience. He has been with Mutual/United of Omaha since 2002. Outside of investment advising, Ferrer is the author of the "Mailbox Money" sales coaching book and curriculum and engages in public speaking on this topic; he is also involved with the Mailbox Money Community Foundation, a pending 501(c)(3) nonprofit. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and retirement plans, offering a range of financial planning and managed account programs. The firm works through platform partnerships and delivers managed solutions while integrating broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Edward Varona is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding Series 63 and Series 66 licenses and 17 years of industry experience. He worked previously at Wells Fargo Clearing from 2016 to 2021 before joining Insigneo in 2021. Outside of his advisory role, he serves as treasurer of a homeowners association in Lake Placid, 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, including access to global and emerging-market assets. The firm also offers third-party manager oversight and manages proprietary investment funds.

Jose Diaz Ceballos Mercado is a financial advisor at BBVA Global Wealth Advisors, Inc. He holds Series 65 and Series 66 licenses and has one year of industry experience. Prior to his current role, he worked at Punto Brokerage Firm and Theorie Consulting and has been involved with Hair Drezzers on Fire since 2022. BBVA Global Wealth Advisors serves individuals, high-net-worth clients, businesses, and family offices by providing investment advisory services that include portfolio management, wrap fee programs, and access to various investment models. The firm utilizes a combination of strategic and tactical asset allocation supported by BBVA S.A.’s fund research and third-party resources.

Manuel Duplat is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Santander Securities LLC. He has held various roles within Santander entities since 2015, including positions at Santander International Private Banking and Santander Bank, NA. Outside of his advisory work, he is involved in managing personal business ventures related to real estate and family assets. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers a range of wrap-fee advisory programs and financial planning services, leveraging third-party managers and a managed-account platform to deliver discretionary portfolio management and ongoing compliance oversight.

Rocio Espinosa is a financial advisor with Asset Allocation Strategies, LLC in Miami Beach, FL, holding a Series 65 credential and four years of industry experience. She previously worked at First Advisors National and GLP Investment Services, LLC. Outside of her advisory role, she serves as National Sales Director for Valuteachers, Inc., where she is involved in insurance sales including fixed-indexed annuities and life insurance. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a quantitative, strategic asset allocation process and offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.

Diana Gazzola is a financial advisor at GenTrust with seven years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services and Insigneo International Financial Services. GenTrust is an SEC-registered investment adviser that offers wealth management, financial planning, and consulting services to individuals, families, institutional clients, and financial intermediaries. The firm employs an asset-allocation driven approach combining fundamental, technical, and macroeconomic analysis, and incorporates AI-enabled tools alongside human oversight in managing customized portfolios.

Alexander Alfonso is a financial advisor with Mutual of Omaha Investor Services, Inc. in Coral Gables, FL, holding Series 63 and Series 65 designations and possessing 22 years of industry experience. His career includes roles at Pruco Securities, LLC, Colonial Life, Axa Advisors, and International Finance Bank. Alfonso is also licensed as an insurance agent, offering various insurance lines including life, health, annuity, and Medicare supplements. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm uses a platform relationship with Envestnet and Pershing as custodian, delivering managed solutions and incorporating broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Yohander Jimenez is a financial advisor at Mora Capital Management, LLC based in Miami, FL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Boreal Capital Securities LLC and Northwestern Mutual Wealth Management Company, among others. Mora Capital Management provides investment management and advisory services to institutional and individual clients, including high-net-worth and non-U.S. investors. The firm employs an open-architecture investment platform across broad asset classes and manages both discretionary and non-discretionary assets while supporting pooled vehicles and private funds.

Karla Solorzano Valencia is a Series 65-credentialed advisor with BBVA Global Wealth Advisors, Inc., based in Miami, FL. She has one year of industry experience, including roles at BTG Pactual US Capital LLC, ClaimPay, Stone X Financial, and Santander Bank. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses a combination of strategic and tactical asset allocation, leveraging BBVA S.A.’s fund research and third-party resources, with a focus on diversified portfolios including mutual funds, ETFs, UCITS, structured products, and individual securities.

Matthew McGrath is a CFP®-certified financial advisor with 24 years of industry experience. He has been with Evensky & Katz/Foldes Wealth Management since 2014. Evensky & Katz/Foldes Wealth Management is a fee-only fiduciary firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm uses a core-and-satellite equity approach with tax- and cost-efficient portfolio monitoring and offers comprehensive planning, discretionary management, and specialized consulting services.

Robert Ter Braak is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation and 24 years of industry experience. He has worked with Insigneo since 2017 and is also affiliated with Insigneo Asesor Internacional S.A. and Northeast Securities, Inc. Ter Braak previously provided financial consulting for the Chilean market through Asesorias RTB Limitada. Insigneo Advisory Services, LLC offers 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, using third-party macroeconomic research and ongoing account reviews, with investment options spanning equities, fixed income, commodities, REITs, alternatives, and private placements.