Ilya Rodriguez is a financial advisor at Santander Securities LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Northeast Securities and Global Investor Advisory Services, before joining Santander in 2020. Based in Miami, FL, he has also been associated with Santander International Private Banking since 2018. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee programs and financial planning services through a managed-account platform with third-party investment managers and centralized compliance and reporting.

Carlos Morales is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at VectorGlobal WMG and UBS Financial Services Inc. He is also a 51% investor in Ferrenova Grupo Industrial Sa de Cv, a hardware store specializing in paint, tools, and supplies. Insigneo Advisory Services provides investment advisory and consulting to retail and institutional clients through discretionary and non-discretionary portfolio management, combining committee-driven model portfolios with individualized advisor-led strategies that incorporate global asset classes and third-party macroeconomic research.

Andres Calvo Morrison is a financial advisor with CV Advisors LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Amerant Investments Inc. CV Advisors LLC is an independent multi-family office serving high-net-worth individuals, families, trusts, and other qualified entities, generally with a $50 million investable-assets threshold. The firm employs a combination of top-down asset allocation and bottom-up security selection, offering both discretionary and non-discretionary portfolio management along with proprietary technology tools.

Fernando De Frutos Gonzalez is a CFA® charterholder with four years of industry experience. He is currently affiliated with Mora Capital Management, LLC and has held positions at Boreal Capital Securities LLC and Boreal Capital Management AG. He serves as Chief Investment Officer at Boreal Capital Management LLC, overseeing the investment advisory team in Zürich and managing the firm’s investment policy, which involves frequent travel between Miami and Zurich. 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 utilizes an open-architecture investment platform that incorporates fundamental and technical analysis across diverse asset classes and manages both discretionary mandates and a significant portfolio of non-discretionary assets.

Owen Parr is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Merrill and Bank of America, N.A. from 2009 to 2019 and joined Snowden Lane Partners in 2019. Outside of his advisory work, Parr is an author who self-publishes fiction novels. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by providing portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities, offering customized portfolios, use of third-party managers, and programs for externally custodied assets and employer-sponsored retirement plans.

Manuel Salamanca Mejia is a CFA® charterholder with 11 years of experience in the financial industry. He is currently with Mora Capital Management, LLC and previously worked at Boreal Capital Securities LLC and FinAccess Advisors, LLC. 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 incorporates fundamental and technical analysis, managing both discretionary and non-discretionary assets across broad asset classes.

Andrea Hebditch is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Insigneo in 2024, she worked at Miura Capital LLC and Advisory Investor Services LLC. Outside her advisory role, she operates a personal accounting service under the business A Hebditch Advisory Service LLC. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm's investment approach combines committee-driven model portfolios and individualized advisor-led portfolio construction, incorporating third-party macroeconomic research and global asset diversification.

Gregg Guinta is a financial advisor at Accurate Wealth Management, LLC with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Intervest International Inc, RIA Strategies & Solutions Group, and the State of Florida Securities Division. Outside of his advisory role, he is a broker and owner at Miami Deluxe Real Estate. Accurate Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charities, and corporations by providing discretionary portfolio management, financial planning, and educational services. The firm emphasizes value, safety, quality, and risk control in its investment approach and offers both traditional and alternative investment options.

Santiago Bonells is a financial advisor with Santander Securities LLC in Miami, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Santander in 2022. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with discretionary model management and ongoing suitability reviews.

Bruno Gomez Acebo Borbon is a financial advisor at Mora Capital Management, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Boreal Capital Securities LLC. He also refers clients to Provi-Capital Partners, an investment banking and M&A firm, earning a referral fee. Mora Capital Management provides investment management and advisory services to institutional and individual clients, including high-net-worth and non-U.S. investors, using an open-architecture platform that combines fundamental and technical analysis across various asset classes.

Humberto Garcia De Alba Carrillo is a CFA® charterholder with one year of experience at BBVA Global Wealth Advisors, Inc. Prior to joining the firm in 2025, he spent ten years at BBVA SA. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm employs a risk-profile-based approach to asset allocation, utilizing a combination of mutual funds, ETFs, UCITS, structured products, and individual securities, supported by proprietary and third-party research.

Sebastian Ramos is a financial advisor at Snowden Capital Advisors LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Snowden Lane Partners, Wells Fargo Clearing, and Scottrade, Inc. 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 financial and estate planning, utilizing multi-team resources and institutional capabilities to manage a diverse range of client assets.

Leon Alvarez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at VectorGlobal WMG, Wells Fargo Clearing, and Mercantil Commercebank N.A. He has also been involved as a landlord of income properties in Miami, FL. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios and individualized advisor-led portfolio construction with third-party macroeconomic research. The firm offers a range of portfolio management options, including the Insigneo Multi Asset Portfolios and proprietary funds, with an investment approach that includes global and emerging-market exposures.

Daniel Nunes is a financial advisor at StoneX Advisors Inc. based in Miami, FL, with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including BTG Pactual Asset Management US LLC, UBS Financial Services, Morgan Stanley, and Credit Suisse Securities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering both discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting. The firm employs a variety of advisor-managed portfolios, proprietary models, and third-party money managers to implement customized investment strategies.

Gladys Lopez is a Series 66 licensed financial advisor at Snowden Capital Advisors LLC with 10 years of industry experience. She previously worked at Wells Fargo Clearing Services and Fidelity Investments. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, providing portfolio management, investment consulting, financial and estate planning, and advisory programs with a multi-team structure and institutional capabilities.

Christian Felix is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2016 and previously worked at Bank of America and Merrill Lynch. Felix is the managing partner of Elite Global Advisors, Inc., an advisory business he owns and operates. 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 employs an IAR-driven approach with tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, and offers access to third-party managers, custodial wrap programs, and model portfolios.

Ricardo Quiros is an investment advisor representative at Bolton Securities Corporation with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bolton Global Asset Management and Bolton Global Capital since 2018, as well as Bank of America and Merrill prior to that. Quiros is the owner and managing director of Caoba Capital Wealth Management, where he also serves as an investment portfolio manager. 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, and corporations. The firm’s approach is driven by independent investment adviser representatives who tailor portfolios using a variety of investment vehicles with a generally long-term orientation.

Antonio Cruz is a financial advisor at GenTrust with a Series 65 designation and one year of industry experience. His prior roles include positions at X10 Capital, Rice Management Company, Marble Capital, Hanover Company, and National Property Holdings. GenTrust is an SEC-registered investment adviser serving individuals, families, pooled vehicles, and institutional clients with wealth management, financial planning, and consulting services. The firm’s asset-allocation-driven approach integrates fundamental, technical, and macroeconomic analysis, using AI-enabled tools alongside human oversight to build customized portfolios.

Sammy Santacruz is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Morgan Stanley and CITIGROUP. Outside of finance, he is a member of Gadget Fortress LLC, a business involved in reselling video games online. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interactions, offering services that include ETF-based Robo Portfolios and personalized financial advice. The firm uses model portfolios based on Modern Portfolio Theory and serves over 83,000 clients with a focus on retail and high-net-worth individuals.

Felipe Caicedo Llano is a financial advisor at Insigneo Advisory Services, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley for seven years before joining Insigneo in 2021. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through committee-driven model portfolios and individualized advisor-led construction, including global and emerging-market exposures.