Cecilia Socorro Fuenmayor is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Insigneo Advisory Services since 2019 and previously spent ten years with Avantia Capital. Outside of her advisory role, she has a 50% ownership stake in Provision & Solution LLC. Insigneo Advisory Services provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including high-net-worth individuals and banking institutions. The firm offers customized allocations and firm-modeled portfolios across a range of asset classes, supported by third-party research and a dedicated Investment Committee.

Raul Rohr is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 license and 17 years of industry experience. His prior roles include positions at Bolton Global Capital, Bank of America, N.A., and Merrill. He is also the owner and managing director of Rohr Private Wealth Management, LLC, an entity related to Bolton’s advisory businesses. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s investment approach is tailored to client goals and risk tolerance, utilizing mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

Matteo Hernandez Sada is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Citigroup, BBVA Securities Inc., and Compass Bank. Outside of finance, he is a member of Team Matteo LLC, where he is involved in media and photography activities. 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’s investment approach emphasizes non-discretionary asset management with a focus on aligning client risk profiles to investment guides developed with input from BBVA S.A.’s Global Wealth Investment Committee and external model providers.

Richard Ferrer is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. He has worked with Mutual/United Of Omaha since 2002. Outside of his advisory role, Ferrer is the author of the "Mailbox Money" sales coaching book and curriculum and engages in public speaking related to this work. He is also involved in college planning, helping clients understand Expected Family Contribution (EFC) and strategies to reduce college costs. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with Envestnet and Pershing, supporting a range of investment solutions through third-party managers and direct advisory services.

Edward Varona is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Insigneo in 2021. Outside of his advisory work, he serves as Treasurer of the Golf Villas Homeowner's Association in Lake Placid, Florida. Insigneo Advisory Services 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 portfolios, incorporating a range of asset classes and allowing client-imposed investment restrictions.

Jose Diaz Ceballos Mercado is a financial advisor at BBVA Global Wealth Advisors, INC. He holds Series 65 and Series 66 licenses and has one year of industry experience. Prior to joining BBVA Global Wealth Advisors, he worked at Punto Brokerage Firm and Theorie Consulting. Outside of finance, he has been involved with Hair Drezzers on Fire in Miami since 2022. 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 integrates portfolio construction guided by investor risk profiles and leverages global fund research and third-party model providers.

Manuel Duplat is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Santander Securities LLC. He has held various roles within Santander entities since 2015, including positions at Santander International Private Banking and Santander Bank, NA. Outside of his advisory work, he is involved in managing personal business ventures related to real estate and family assets. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers a range of wrap-fee advisory programs and financial planning services, leveraging third-party managers and a managed-account platform to deliver discretionary portfolio management and ongoing compliance oversight.

Rocio Espinosa is a financial advisor at Asset Allocation Strategies, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at First Advisors National. Outside of her advisory role, she serves as National Sales Director for Valuteachers, Inc., where she is involved in insurance sales focused on fixed-indexed annuities and life insurance. Asset Allocation Strategies, LLC provides portfolio management, financial planning, and retirement-plan consulting to a diverse retail client base, including high-net-worth individuals and plan sponsors. The firm employs quantitative techniques and model portfolios to develop strategic allocations, offering services on both a discretionary and non-discretionary basis.

Diana Gazzola is a financial advisor at GenTrust with seven years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services and Insigneo International Financial Services. Gazzola is currently based in Miami, FL. GenTrust is a multi-team SEC-registered investment adviser managing approximately $5.2 billion in discretionary and non-discretionary assets for a concentrated client base that includes high-net-worth individuals, financial intermediaries, and institutional clients. The firm utilizes a proprietary investment process that combines fundamental, technical, and macroeconomic analysis with scenario-based risk management and offers services such as wealth management, financial planning, and concierge support.

Alexander Alfonso is a financial advisor with Mutual of Omaha Investor Services, Inc. in Coral Gables, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at Pruco Securities, LLC, Colonial Life, Axa Advisors, LLC, and International Finance Bank. He is also an insurance agent specializing in various lines including life, health, and annuity insurance. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet’s platform and supports a range of discretionary authority options, operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Yohander Jimenez is a financial advisor at Boreal Capital Management LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. 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 across multiple asset classes.

Karla Solorzano Valencia is a Series 65 licensed financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL. She has one year of industry experience and previously worked at BTG Pactual US Capital LLC, ClaimPay, StoneX Financial, and Santander Bank. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices, focusing on portfolio advisory and wrap-fee programs with predominantly non-discretionary assets. The firm’s investment process incorporates client risk profiles aligned with BBVA S.A.’s Global Wealth Investment Committee guidelines and emphasizes an international investment approach.

Matthew McGrath is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Evensky & Katz/Foldes Wealth Management since 2014. His credentials include a Series 65 license. Evensky & Katz/Foldes Wealth Management is a fee-only firm that provides comprehensive wealth management and investment advisory services to individuals, trustees, retirement plans, charities, and small businesses. The firm uses a goal-centered approach combining strategic asset allocation with an equity core-and-satellite framework, employing primarily low-cost index funds and ETFs alongside specialized allocations when appropriate.

Robert Ter Braak is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation and 24 years of industry experience. He has worked with Insigneo since 2017 and is also affiliated with Insigneo Asesor Internacional S.A. and Northeast Securities, Inc. Ter Braak previously provided financial consulting for the Chilean market through Asesorias RTB Limitada. Insigneo Advisory Services, LLC offers 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, using third-party macroeconomic research and ongoing account reviews, with investment options spanning equities, fixed income, commodities, REITs, alternatives, and private placements.

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.

Brian Heimowitz is a CFA® charterholder with three years of industry experience. He is currently with Concurrent Investment Advisors, LLC and previously worked at Birchwood Capital Management and Crystal Capital Partners. Heimowitz is also the owner of a consulting business associated with Birchwood Capital Management. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in assets through customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments, employing a long-term investment approach combined with opportunistic rebalancing.

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.