Yohander Jimenez is a financial advisor at Boreal Capital Management LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. 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 across multiple asset classes.

Karla Solorzano Valencia is a financial advisor at BBVA Global Wealth Advisors, Inc. She holds a Series 65 designation and has one year of industry experience. Her prior roles include positions at BTG Pactual US Capital LLC, ClaimPay, Stone X Financial, and Santander Bank. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices with a focus on portfolio advisory and wrap-fee programs. The firm employs a non-discretionary investment approach that combines strategic and tactical asset allocation, guided by BBVA S.A.’s global research and third-party models.

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.

Laura Poo is a financial advisor at Insigneo Advisory Services, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Mercantil Commercebank Investment Services prior to joining Insigneo. Outside of her advisory role, she owns Poch Vacation Homes LLC, a non-securities-related business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base including individuals, corporations, trusts, and institutional clients. The firm’s investment process combines customized allocations by individual advisors with firm-modeled portfolios, utilizing a range of asset classes and permitting client-imposed investment restrictions.

Henrique Joao Pinheiro is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 26 years of industry experience. He has been affiliated with Bolton Global Asset Management and Bolton Global Capital since 2016. Outside of his advisory role, he is co-owner of Assurance Corporate Services LLC, which facilitates offshore corporate filings and services. Bolton Global Asset Management provides asset management and financial planning to individual, corporate, institutional, and charitable clients. The firm employs a long-term investment approach with portfolios built from mutual funds, ETFs, individual equities, and fixed-income securities, and incorporates internal management, third-party managers, and model portfolios.

Felix Dones Pagan is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His prior work includes roles at CITI International Financial Services LLC and Citibank NA. Outside of advisory services, he serves as an authorized representative for an insurance agency in Puerto Rico. Insigneo Advisory Services offers investment advisory and consulting services to retail and institutional clients through discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with personalized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures.

Thomas Docherty is a financial advisor at Northern Trust Securities, Inc. in Miami, FL, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Northern Trust in various capacities since 2006. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management primarily for high-net-worth individuals, retail investors, and institutional clients. The firm employs a model-driven investment approach using a combination of proprietary and third-party products, with integrated advisory, brokerage, and custody services.

John Longman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works one-on-one with clients seeking to grow and generate income from their savings. He focuses on understanding each client's individual goals and risk tolerance to help create balanced portfolios tailored for growth and income potential. Longman and Associates provide a range of investment planning services for individuals and businesses, including retirement planning, tax management, estate planning, education funding, risk management, investment strategies, and employee and executive benefits. John partners with tax and estate-planning specialists to deliver comprehensive financial guidance and help clients keep their portfolios aligned with their objectives through clear and frequent communication. John holds a Bachelor’s Degree in Finance from Florida International University and the Personal Investment Advisor (PIA) professional designation. He is involved in the Merrill Lynch Wealth Management organization and volunteers with JDRF in his community.

Mark Langley is a financial advisor at Blacktower Financial Management (US) LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Beacon Global Advisor Network, Skybound Wealth Management USA, and DeVere Group. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and manages client assets mainly on a non-discretionary basis using diversified portfolios including mutual funds, ETFs, equities, and fixed income.

Roberto Garcia is a financial advisor at Boreal Capital Management LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Mora Wm Securities LLC since 2013. 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 across various asset classes, serving a diverse client base including high-net-worth and non-U.S. clients.

Eric Mattei is a CFP® with 15 years of industry experience currently affiliated with McAdam LLC. He has held roles at Financial Planners Group, Madison Avenue Securities, MBVM Philadelphia, and Purshe Kaplan Sterling Investments. Mattei is an owner and financial advisor at MBVM Philadelphia. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to manage portfolios across mutual funds, ETFs, independent managers, and individual securities, offering a multi-advisor platform with approximately $2.29 billion in discretionary assets under management.

Santiago Copello is a financial advisor at Boreal Capital Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Boreal Capital Securities LLC since 2020, following prior roles at Insigneo Advisory Services and as an independent advisor. He serves on the finance committee of Fundación Santiago Vergara Crespo, a Colombian nonprofit that manages investments for a Catholic university branch. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional clients. The firm uses an open-architecture platform combining internal and third-party management across various asset classes and is majority-owned by MoraBanc Grup S.A., an Andorran private banking group.

Maria Hebditch is a financial advisor at Insigneo Advisory Services, LLC with 24 years of industry experience. She holds a Series 66 designation and previously worked at Boreal Capital Securities LLC and Santander Securities, LLC. Outside of her advisory role, she is the owner and manager of two LLCs established for succession purposes. 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 uses a combination of customized allocations and firm-modeled multi-asset portfolios, incorporating third-party research and allowing client-imposed restrictions across a range of asset classes.

Augusto Tricotti is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 designation with one year of industry experience. Prior to joining BBVA Global Wealth Advisors, he worked at BBVA Uruguay and BBVA Germany for a combined eight years. He also serves as an agent with BBVA Global Wealth Insurance Agency, Inc., assisting clients with life insurance options. 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 combines strategic and tactical asset allocation informed by BBVA S.A.’s global research and selected third-party models.

Leonardo Rodriguez Gamboa is a financial advisor with Bolton Securities Corporation based in Miami, FL, holding Series 65 and Series 63 licenses and having nine years of industry experience. His prior roles include positions at Wealth Solutions USA, LLC and We Family Offices. He is also an investment advisor with Bolton Global Asset Management. 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 using mutual funds, ETFs, equities, and fixed income, offering portfolio management on both discretionary and non-discretionary bases.

Javier Estremera is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 18 years of experience in the financial services industry. Since joining Merrill Lynch in 2015, he has specialized in serving high-net-worth individuals and families by providing personalized attention and disciplined, customized investment strategies. Javier’s approach integrates the investment insights of Merrill and the banking services of Bank of America to address comprehensive financial planning needs, including asset allocation, retirement income planning, education funding, tax minimization, and estate planning. Javier earned a bachelor's degree from Universidad de Puerto Rico and holds the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, he works closely with clients to identify their financial goals and develop personalized strategies designed to help them pursue those objectives while managing risk. His expertise spans areas such as employee benefits planning, family wealth management, portfolio management, and strategies for small businesses, foundations, and new wealth. In addition to his professional commitments, Javier is involved in his community as a volunteer with the Boy Scouts of America. Outside of work, his personal interests include camping, fishing, golfing, hiking, photography, soccer, traveling, and spending time with his family.

Eduardo Vale Nieto is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked for VectorGlobal WMG Inc. for 17 years before joining Insigneo Advisory Services and Insigneo Securities LLC in 2026. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, utilizing committee-driven model portfolios alongside individualized advisor-led portfolio construction. The firm offers a range of services including discretionary and non-discretionary portfolio management, third-party manager oversight, and access to proprietary investment funds.

Juan Gonzalez Alzaga is a financial advisor at Insigneo Advisory Services, LLC with 26 years of industry experience. He holds a Series 66 designation and has been with Insigneo since 2017, previously working at Northeast Securities from 2010 to 2017. In addition to his role at Insigneo, he is employed by Galoden Company SA, a financial advisory firm registered with the Central Bank of Uruguay. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, institutional clients, and banking institutions. The firm’s approach combines customized allocations by individual advisors with firm-modeled multi-asset portfolios, utilizing third-party research and allowing for a range of investment strategies and client-imposed restrictions.

Virgil Sweet is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 65 credential and two years of industry experience. Prior to joining Impact Partnership Wealth, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors, LLC. Impact Partnership Wealth, LLC provides advisory services to individuals, corporations, trusts, and retirement plans, managing nearly $3 billion in assets. The firm offers a variety of portfolio solutions and retirement plan services, utilizing both firm-managed and advisor-managed strategies supported by a broad network of affiliated entities and service providers.