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 in Miami, FL, holding Series 63 and Series 65 designations and having 10 years of industry experience. His prior roles include positions at Wealth Solutions USA, LLC and We Family Offices. He also serves as an investment advisor with Bolton Global Asset Management. Bolton Global Asset Management is a registered investment adviser offering asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a long-term investment approach using a mix of internal management, unaffiliated managers, and third-party programs across diversified portfolios.

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 in Miami, FL, holding Series 63, 65, and 66 licenses and totaling 23 years of industry experience. He has worked at 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 role, he is co-owner and partner of a family farm business 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 utilizes a range of investment vehicles and strategies, emphasizing a long-term approach while accommodating shorter-term trades and option strategies.

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.

Oscar Rubiano is a financial advisor at StoneX Advisors Inc. based in Miami, FL, holding a Series 66 designation with 11 years of industry experience. His career includes roles at Morgan Stanley Private Bank, National Securities Corp, Bci Securities, and independent insurance agency work. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services through a mix of independent advisors and an in-house Private Client Group. The firm utilizes a variety of investment platforms and strategies, including proprietary models and third-party money managers, supporting multiple account structures and client-imposed investment restrictions.

Tyler Broek is a financial advisor at The Partners Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including OSAIC and Securities America Advisors, Inc. Broek also operates his own LLC alongside his advisory career. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm combines customized portfolios and model-based management, utilizing both in-house models and third-party managers through its Amplify Platform.

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 with Insigneo Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2021 before joining Insigneo in 2021. Outside of his advisory work, he is the owner and manager of CASA AMADORE LLC, an interior design business based in Miami. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm utilizes committee-driven model portfolios combined with individualized advisor-led portfolio construction, incorporating global asset classes and third-party macroeconomic research to align investment strategies with client objectives.

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 in Miami, FL, holding a Series 66 designation with 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and UBS International Inc. 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 asset class exposures.