Lucy Watson is a financial advisor at Vicus Capital, Inc. with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Vicus Capital since 2011. Prior to and alongside her work at Vicus Capital, she has experience with Cetera Wealth Services and operates Watson Financial Inc., an insurance agency specializing in life, disability, and health insurance products, a business she has run since 1993. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a diverse investment process using fundamental and technical analysis, offering a range of model and separately managed strategies, retirement plan consulting, and fiduciary services.

Robert Lee is a financial advisor at New Edge Wealth with 27 years of industry experience and holds a Series 66 designation. He previously worked at UBS Financial Services Inc. for 15 years before joining NewEdge Wealth and NewEdge Securities in 2022. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, third-party managers, and proprietary solutions.

Lucas Rio Torto is a CFA® charterholder and Series 66 licensed advisor with nine years of industry experience. He has been with Bolton Global Asset Management since 2018 and Bolton Global Capital since 2016. Outside of his advisory roles, he co-owns and manages Assurance Corporate Services LLC, which facilitates offshore corporate filings and services. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and financial institutions. The firm’s approach involves tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, with access to third-party managers and wrap-fee platforms.

Nicholas Patino is a financial advisor with Insigneo Advisory Services, LLC in Coral Gables, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Insigneo Advisory Services and Insigneo Securities since 2017 and previously held roles at multiple Brickell Global entities from 2015 to 2017. Outside of his advisory work, he is a part owner and member of a golf club. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, institutional clients, and banking institutions. The firm combines customized allocations with firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and allowing client-imposed investment restrictions.

David Garcia is a CFP® and Series 65 credentialed advisor with 17 years of industry experience. He has been with Evensky & Katz/Foldes Wealth Management since 2014. The firm provides fee-only wealth management and investment advisory services to a diverse client base, including high net-worth individuals, trustees, pension plans, and small businesses. Evensky & Katz/Foldes Wealth Management employs a wealth-management approach focused on client goals, using strategic asset allocation with a core-and-satellite equity framework and a mix of low-cost index funds, ETFs, and specialty allocations.

Fernando Senso Castilla is a financial advisor at Santander Securities LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at CITIGROUP for 10 years before joining Santander Securities and Santander International Private Banking in 2024. 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 discretionary account management and ongoing compliance oversight.

Anabel Zamora is a financial advisor at Insigneo Advisory Services, LLC with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors prior to joining Insigneo in 2021. She also holds a life insurance license and assists with related sales in her role. 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 committee-driven investment process combined with advisor-led portfolio construction and incorporates global asset classes and emerging-market exposures.

Adrian Leon is a CFA® charterholder and holds a Series 65 license, with 10 years of industry experience. He is currently with Insigneo Advisory Services, LLC and Insigneo Securities LLC, and previously worked at Guggenheim Partners Latin America and Alvarium Investment Managers. Outside of his advisory role, he serves as investment advisor and trust protector for a private family trust. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management that combines committee-driven model portfolios and advisor-led portfolio construction with global and emerging-market exposures.

Isadora Del Llano is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Insigneo in 2021. Outside of her advisory role, she owns an interior design business, Sisi D Designs LLC. Insigneo Advisory Services, LLC provides 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, utilizing third-party research and periodic reviews to manage diversified portfolios across various asset classes.

Francisco Secada is a financial advisor at Valor Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Valor Advisors and its affiliated entities since 2014. Outside of his primary advisory role, he serves as a director at BD Capital Sociedad Administradora de Fondos de Inversion S.A.C. in Lima, Peru. Valor Advisors serves ultra-high net worth families, primarily in Latin America, providing portfolio management, investment consulting, and business consulting with a focus on fundamental analysis and a long-term buy-and-hold investment approach. The firm offers both discretionary and non-discretionary arrangements, maintaining a distinctive client base and investment approach.

Augusto Gaymer is a financial advisor with Missionsquare Retirement in Miami, FL, holding a Series 66 designation and bringing 19 years of industry experience. His work history includes roles at Icma Rc since 2018, as well as positions at RESF - Real Estate Sales Force and Trade Audio. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and delivered through multiple channels exclusively within MissionSquare accounts.

Anderson Ariza is a financial advisor with Northern Trust Securities, Inc., holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Northern Trust Securities, Inc. since 2004. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a wrap fee program to high-net-worth individuals, retail investors, and institutional clients. The firm employs a model-driven approach to managing Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs, integrating proprietary and third-party investment products with regular account reviews.

Sara Bolanos is a financial advisor with BBVA Global Wealth Advisors, INC. in Miami, FL. She holds a Series 65 designation and has one year of industry experience. Prior to joining BBVA Global Wealth Advisors in 2026, she worked for BBVA Colombia S.A. and Banco de Bogotá Panama S.A., accumulating a total of ten years in related roles. 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 primarily non-discretionary investment approach that incorporates client risk profiles and leverages international investment solutions.

Gerardo Castillo is a financial advisor at Insigneo Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Castillo is a member of S & D Advisors and owner of Bayfront Group, LLC, both non-investment related entities with no hours devoted to these activities. Insigneo Advisory Services provides investment advisory and portfolio management to individuals, corporations, trusts, institutional clients, and banking institutions. The firm combines customized allocations by individual advisors with firm-modeled portfolios, using a range of asset classes and third-party research to monitor performance.

Alex Astudillo is a financial advisor with Bolton Securities Corporation and holds Series 63 and Series 65 licenses, with 25 years of industry experience. He has been affiliated with Bolton Global Asset Management and Bolton Global Capital since 2016. Astudillo is also the owner and operator of Private Wealth Advisors, Inc., a business entity connected to his advisory activities, and maintains a referral agreement with Banco Sabadell for banking and credit services. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, and charitable organizations. The firm offers tailored portfolio management using a variety of investment vehicles and employs a long-term approach while allowing flexibility for certain strategies.

Jeffrey Pfleger is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has served as the Managing Principal of Pfleger Financial Group since 2003 and is also the owner of PFG Global, Inc., a company formed to receive commissions. Both businesses are based in Coral Gables, FL. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of independent firms. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, and sub-advisory services, working through financial professionals who tailor investment programs based on client objectives and risk tolerance.

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.

Owen Parr is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Merrill and Bank of America, N.A. from 2009 to 2019 and joined Snowden Lane Partners in 2019. Outside of his advisory work, Parr is an author who self-publishes fiction novels. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by providing portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities, offering customized portfolios, use of third-party managers, and programs for externally custodied assets and employer-sponsored retirement plans.