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.

Ignacio Seveso is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at several firms including Insight Securities Inc. and Northeast Securities Inc. before joining Insigneo Advisory Services in 2020. Insigneo Advisory Services provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm uses a combination of customized allocations and firm-modeled multi-asset portfolios, with oversight from an Investment Committee and employs a range of investment strategies across various asset classes.

Agustin De Estrada is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63, Series 65, and Series 66 licenses and accumulating 23 years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2017 and previously held positions at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of his advisory roles, he is co-owner and partner of a family farm in Argentina, Estancia Los Patos. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using multiple investment vehicles and a mix of internal and third-party management programs, with a service model that includes affiliation with an introducing broker-dealer and support for offshore clients.

Janel Vidal Perez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing 25 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing, prior to joining Insigneo in 2021. Outside of her advisory work, she is an owner and authorized member of Cojimar Holdings LLC, a non-investment related entity. Insigneo Advisory Services, LLC 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 overseen by an Investment Committee, utilizing a range of asset classes and both proprietary and third-party strategies.

Thiago Queiroz is a CFA® charterholder affiliated with Bolton Securities Corporation and has nine years of industry experience. He has worked at Bolton Global Asset Management since 2018 and at Bolton Global Capital since 2016, with prior experience at Lafite/KBO from 2012 to 2019. Queiroz is also the owner of two entities focused on personal investments and tax purposes. Bolton Global Asset Management provides asset management and financial planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a range of investment strategies utilizing mutual funds, ETFs, equities, and fixed income, offering customized portfolio management through a network of independent advisers.

Andres Pilliod is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company, as well as experience at Compass Group and Grupo Bolsa Mexicana de Valores. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices through portfolio advisory and wrap-fee programs, primarily on a non-discretionary basis where clients retain final trade approval. The firm’s investment approach integrates client risk profiles with research from BBVA S.A.’s Global Wealth Investment Committee and includes both strategic and tactical asset allocation.

Oscar Rubiano is a financial advisor with StoneX Advisors Inc. in Miami, FL, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Bci Securities, and National Securities Corp. He has also worked as an independent insurance agent. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with a range of portfolio management and financial planning services. The firm employs a combination of independent advisors and an in-house Private Client Group, utilizing multiple platforms and model-based solutions to implement investment strategies.

Tyler Broek is a financial advisor with ThePartners Wealth Management in Miami, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at OSAIC and Securities America Advisors, Inc., and he has operated his own firms, Gordon Wealth Financial Life Advisors LLC and Tyler Broek LLC, since 2017. He also has experience in the sale of life insurance and annuities through his role as a licensed representative. ThePartners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of customized portfolios and model-based management, utilizing both in-house and third-party model providers, with a required platform for trading and model access.

Jeannie Adams is a financial advisor at Insigneo Advisory Services, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. 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 uses a combination of customized allocations and firm-modeled multi-asset portfolios, incorporating third-party research and a range of investment strategies.

Alberto Bravo Jr. is a financial advisor with Snowden Capital Advisors LLC in Coral Gables, FL, holding a Series 66 designation and eight years of industry experience. He previously worked at Merrill Lynch Pierce Fenner & Smith Incorporated for five years before joining Snowden Lane Partners in 2019. Outside of advising, he is an investor in a crowdfunding app with a minimum investment. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and estate planning, leveraging multi-team scale and institutional capabilities with a mix of in-house and third-party management solutions.

Eduardo Fernandez is a financial advisor at Insigneo Advisory Services, LLC with nine years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he is the owner and manager of CASA AMADORE LLC, an interior design business based in Miami. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base, including individuals, corporations, trusts, institutional clients, and banking institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, using third-party research and periodic reviews to manage a range of asset types and strategies.

Andre Da Silva Reid is a financial advisor at Insigneo Advisory Services, LLC with 12 years of industry experience. He holds a Series 65 credential and has worked previously at VectorGlobal WMG and Progress Advisors. Reid is based in Miami, FL. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with individualized advisor-led portfolio construction and utilizes third-party macroeconomic research to align investments with client objectives and risk tolerances.

Jose Aguilar is a financial advisor at Insigneo Advisory Services, LLC with 24 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Aguilar has been with Insigneo since 2021. Insigneo Advisory Services provides investment advisory and portfolio management to a diverse client base, including individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers both discretionary and non-discretionary managed accounts, proprietary multi-asset portfolios, third-party manager oversight, and consulting services, using a combination of customized allocations and firm-modeled portfolios monitored through macroeconomic research and periodic reviews.

Aaron Berman is a financial advisor with IP Financial Advisory Services LLC in Miami, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior roles include positions at Saxony Capital Management LLC, Patrick Capital Markets, and Preston Wealth Advisors, LLC. He is also involved with Berman Distributors, LLC, an investment-related business. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of analytical approaches and refers clients to third-party investment advisors while offering a combination of traditional advisory services and specialized consulting.

Tony Esses is a financial advisor at Snowden Capital Advisors LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and access to third-party managers, combining multi-team scale with institutional capabilities.

Andrew Draft is a financial advisor at NewEdge Wealth in Miami, FL, holding a Series 65 designation with two years of industry experience. Prior to joining NewEdge Wealth in 2023, he worked at Grover USA Inc. and Uber Technologies, Inc., among other companies. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and emphasizes asset allocation and investor behavior through a range of strategies, including proprietary investment solutions and alternative exposures.

Jorge Carbajal is a financial advisor at New Edge Wealth in Miami, FL, holding a Series 65 designation. He has five years of industry experience, including roles at Boston Private/Silicon Valley Bank, TD Bank, Terrabank, and Bankunited. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior to tailor portfolios using a combination of independent managers, model strategies, and proprietary investment solutions, supported by technology tools including AI-assisted analytics.

Jose Salazar is a financial advisor at Insigneo Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley from 2015 to 2018. He is also dually registered with Insigneo Securities, LLC, where he serves as Head of Sales on a part-time basis. Insigneo Advisory Services provides investment advisory and portfolio management services to individual clients, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and oversight by an Investment Committee.

Rodolfo Castilla is a financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at various related entities within the Insigneo group since 2020, as well as at Citigroup Global Markets and its international affiliates from 2012 to 2020. Castilla is also a shareholder and director of a personal investment company. 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 offers customized portfolio allocations, multi-asset portfolios, third-party manager oversight, and consulting, using a combination of proprietary and third-party strategies across various asset classes.

Brett Pencar is a financial advisor at Snowden Capital Advisors LLC with seven years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Merrill and Florida International University. Outside of his advisory role, he serves as a committee member for Wild Bunch Young Leaders, a philanthropic group associated with the Zoo Miami Foundation. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering discretionary and non-discretionary portfolio management, investment consulting, and financial planning. The firm utilizes customized model portfolios and third-party managers while maintaining overall client oversight.