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.

Roberto Garcia is a financial advisor with Mora Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Mora Wm Securities LLC since 2013 and previously spent eight years at Merrill. 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 uses an open-architecture investment platform combining fundamental and technical analysis across multiple asset classes and manages both discretionary and non-discretionary assets.

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 Mora Capital Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Boreal Capital Securities LLC, Insigneo Advisory Services, Merrill, and Prudential Equity Group. He serves on the finance committee of Fundación Santiago Vergara Crespo, where he advises on investment management for a university-affiliated foundation. 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 uses an open-architecture investment platform that combines fundamental and technical analysis across broad asset classes and manages both discretionary and non-discretionary assets.

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. His background includes six years at BBVA Uruguay and two years at BBVA Germany. He is also an agent at BBVA Global Wealth Insurance Agency, Inc., where he assists clients with life insurance decisions. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices, using a risk-profile-driven approach that combines strategic and tactical asset allocation informed by BBVA S.A.’s research and third-party resources. The firm offers access to mutual funds, ETFs, UCITS, structured products, and individual securities, with regular portfolio reviews and rebalancing.

Leonardo Rodriguez Gamboa is a financial advisor with Bolton Securities Corporation, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked with Bolton Global Capital and Bolton Global Asset Management since 2018, and previously with 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 offers customized portfolio management using mutual funds, ETFs, equities, and fixed income, employing a primarily long-term approach while allowing flexibility in trading strategies.

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 at Impact Partnership Wealth, LLC with a Series 65 designation and three years of industry experience. His prior roles include positions at Florida Financial Advisors, LLC, and Trinity Wealth Securities, LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering model portfolio solutions, discretionary asset management, and retirement plan services. The firm manages approximately $3 billion through a network of advisers and employs a range of strategies including direct indexing and fixed income, supported by a broad affiliated entity and service-provider ecosystem.

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 based in Miami, FL, holding Series 63, Series 65, and Series 66 credentials and over 23 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2017 and previously held roles at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of his advisory work, he is a co-owner and partner in a family farm in Argentina, Estancia Los Patos, although he is not actively involved in its operations. 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 securities, and offers customized wealth management through independent advisers and third-party asset management programs.

Janel Vidal Perez is a financial advisor at Insigneo Advisory Services, LLC with 26 years of industry experience. She holds a Series 66 designation and has worked at Insigneo since 2021, including roles at both Insigneo Advisory Services and Insigneo Securities LLC. Prior to that, she spent five years at Wells Fargo Clearing. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with advisor-led portfolio construction, utilizing third-party macroeconomic research to tailor allocations to client objectives and risk tolerances.

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 at BBVA Global Wealth Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices through a network of financial advisors. The firm offers portfolio advisory, wrap fee programs, and access to model portfolios and third-party investment models, using a risk-profile based approach that incorporates both internal and external research.