Carlos Bonnin Lugo is a financial advisor with Insigneo Advisory Services, LLC, holding Series 65 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Burgiss Group and Citibank, and he is currently a vice-president and 50% owner of VPR Capital LLC, a real estate purchase business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management 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 a range of investment strategies across multiple asset classes.

Alexandra Escobedo is a Certified Financial Planner® at New Edge Wealth with over 16 years of industry experience, including 15 years at Bank of America Private Bank. She holds the CFP® and Series 63 designations and is based in Fort Lauderdale, FL. She has been with New Edge Wealth and its affiliated broker-dealer since 2026. New Edge Wealth serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients, offering wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics to tailor portfolios.

Matthew Pohl is a financial advisor at Valley Wealth Managers, Inc. with 22 years of industry experience. He holds the Series 66 designation and previously worked at Bank Leumi USA and Leumi Investment Services, Inc. for 15 years. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, offering discretionary portfolio management, financial planning, and multiple wrap fee programs guided by a proprietary valuation analysis and a tactical asset allocation approach.

Dewi Evans is a financial advisor at Hoxton Wealth with a Series 65 designation and two years of industry experience. Prior to joining Hoxton Wealth in 2024, Dewi worked at GSB Capital Ltd. and DeVere Acuma. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients holding international pension assets. The firm specializes in risk-based model portfolios using passive ETFs and passive-active blends, with a focus on UK pension holders considering Self-Invested Personal Pensions (SIPPs).

Alejandro Trejo is a financial advisor at BBVA Global Wealth Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including PNC Investments, BBVA Securities Inc., and Compass Bank. Outside of advising, he is a partner in a technology company, Greennexus, LLC. 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 client Investor Risk Profiles with investment guides developed with input from BBVA S.A.’s Global Wealth Investment Committee, incorporating international strategies and a combination of strategic and tactical asset allocation.

Brian Asman is a financial advisor at Valley Wealth Managers, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked previously at Leumi Investment Services Inc. and Bank Leumi USA. He has been with Valley Wealth Managers since 2023. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment process, utilizing a mix of equities, fixed income, and cash, with strategic oversight provided by an investment committee.

Alain Guerra is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Insigneo in 2021. Outside of his advisory role, Guerra is involved as a silent investor in real estate development projects. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, and institutional clients. The firm employs customized and committee-overseen investment strategies incorporating various asset classes and offers services such as managed accounts, third-party manager oversight, and private placement advisory.

Juan Costas is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds a Series 66 license and has previously worked at UBS Financial Services and Digital International Bank. He is co-owner and control person of Cosfer LLC, an investment-related business focused on securities trading. 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 individualized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures.

Surbhi Singh is a financial advisor with Calton & Associates, Inc. in Miami, FL. She holds a Series 65 credential and has one year of industry experience. Prior to joining Calton & Associates, she worked at Jupiter Law Partners and has a background in legal education and practice. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, providing portfolio management, fee-based financial planning, and access to third-party money managers. The firm offers a range of investment programs and combines advisory and commissionable brokerage services through its dual registration as a registered investment adviser and broker-dealer.

Minerva Rodriguez is a financial advisor at Insigneo Advisory Services, LLC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Citigroup Global Markets Inc. from 2012 to 2019. Insigneo Advisory Services provides investment advisory and portfolio management services to a diverse client base including individuals, corporations, trusts, and institutional clients such as banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing various asset classes and third-party research to manage client investments.

Valeria Trauer is a financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. She holds Series 66 and Series 63 licenses. Her prior work includes roles at VectorGlobal WMG, Raymond James Financial Services, Inc., and Interaudi Bank. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through model portfolios and individualized advisor-led strategies. The firm incorporates third-party macroeconomic research and features cross-border investment options including offshore funds and emerging markets.

Kyle Hernandez is a Series 66 registered financial advisor with eight years of industry experience. He is currently with Insigneo Advisory Services, LLC and has previously worked at Kovack Advisors, Inc., Ameriprise, and OIG Wealth Management, LLC. Hernandez also serves as Vice President and Investment Advisor at Honest Wealth LLC. 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’s investment approach uses customized allocations alongside firm-modeled multi-asset portfolios, incorporating a range of asset classes and both proprietary and third-party strategies.

Juan Pedro Umbert is a financial advisor at BBVA Global Wealth Advisors, Inc. with five years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms, including Northwestern Mutual and Percy Avetrani, before joining BBVA Global Wealth Advisors in 2025. 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. The firm emphasizes a non-discretionary investment approach that aligns client risk profiles with investment guides developed in collaboration with BBVA S.A.’s Global Wealth Investment Committee and third-party model providers.

Muhammad Zia is a financial advisor at B. Riley Wealth Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including National Asset Management and National Securities Corp. Outside of his advisory role, he is the owner and president of an auto lease brokerage, MZ Auto Leasing Inc. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets and serving over 16,000 clients. The firm provides a broad range of services to individuals, high-net-worth clients, charities, corporations, and retirement plans through multiple advisory programs and proprietary asset allocation models.

Donna Santangelo is a financial advisor at Provenance Wealth Advisors with 41 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill Lynch and Raymond James Financial Services. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, retirement planning, and consulting services, employing a range of investment strategies across multiple custodians.

Andres Kovacs is a CFA® charterholder currently with BBVA Global Wealth Advisors, Inc. in Miami, FL. He has experience at firms including Vizcaya Capital and BBVA Global Wealth Advisors, with a background that includes roles at educational institutions such as Westcliff University and Universidad Metropolitana. BBVA Global Wealth Advisors serves individual, high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs. The firm’s investment approach maps each client’s Investor Risk Profile to customized investment guides and emphasizes non-discretionary asset management with client approval required before trade execution.

Jose Lau is a financial advisor at BBVA Global Wealth Advisors, Inc. with 17 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at several firms, including PNC Investments and Insigneo Advisory Services. In addition to his advisory role, he refers clients to an affiliated insurance agency and receives referral fees. 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 integrates client risk profiles with research from BBVA S.A.’s Global Wealth Investment Committee and third-party model providers.

Omar Morillo is a financial advisor with Mariner Independent, holding CFP® and ChFC® designations and the Series 66 license, with 10 years of industry experience. He has worked at multiple firms including Imperio Wealth Advisors, which he founded, and Purshe Kaplan Sterling Investments. Outside of advisory work, he owns Jetsetter Fulfillment, LLC, an online merchandise sales business. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management through both model portfolios and discretionary management, supported by a platform that integrates institutional resources and third-party managers.

Kristopher Fulwood Davis is a financial advisor at Trajan Wealth, L.L.C. with 4 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes roles at Fisher Investments, TIAA, and JPMorgan Chase Bank. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, with portfolios tailored to clients’ specific risk tolerances, tax situations, and other circumstances.

Luiz David Azambuja is a financial advisor at Insigneo Advisory Services, LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Insigneo since 2018, following prior roles at Kovack Securities, Inc. and Capital Guardian, LLC. Azambuja serves as Vice President of the Brazilian American Chamber of Commerce of Florida, a nonprofit organization. Insigneo Advisory Services provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, and institutional clients. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and an investment committee to oversee performance across a broad range of asset classes.