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.

Mark Langley is a financial advisor at Blacktower Financial Management (US) LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Beacon Global Advisor Network, Skybound Wealth Management USA, and DeVere Group. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and manages client assets mainly on a non-discretionary basis using diversified portfolios including mutual funds, ETFs, equities, and fixed income.

Roberto Garcia is a financial advisor at Boreal Capital Management LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Mora Wm Securities LLC since 2013. 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 various asset classes, serving a diverse client base including high-net-worth and non-U.S. clients.

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 Boreal Capital Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Boreal Capital Securities LLC since 2020, following prior roles at Insigneo Advisory Services and as an independent advisor. He serves on the finance committee of Fundación Santiago Vergara Crespo, a Colombian nonprofit that manages investments for a Catholic university branch. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional clients. The firm uses an open-architecture platform combining internal and third-party management across various asset classes and is majority-owned by MoraBanc Grup S.A., an Andorran private banking group.

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. Prior to joining BBVA Global Wealth Advisors, he worked at BBVA Uruguay and BBVA Germany for a combined eight years. He also serves as an agent with BBVA Global Wealth Insurance Agency, Inc., assisting clients with life insurance options. 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 combines strategic and tactical asset allocation informed by BBVA S.A.’s global research and selected third-party models.

Leonardo Rodriguez Gamboa is a financial advisor with Bolton Securities Corporation based in Miami, FL, holding Series 65 and Series 63 licenses and having nine years of industry experience. His prior roles include positions at 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 employs a long-term investment approach using mutual funds, ETFs, equities, and fixed income, offering portfolio management on both discretionary and non-discretionary bases.

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 with Impact Partnership Wealth, LLC, holding a Series 65 credential and two years of industry experience. Prior to joining Impact Partnership Wealth, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors, LLC. Impact Partnership Wealth, LLC provides advisory services to individuals, corporations, trusts, and retirement plans, managing nearly $3 billion in assets. The firm offers a variety of portfolio solutions and retirement plan services, utilizing both firm-managed and advisor-managed strategies supported by a broad network of affiliated entities and service providers.

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, Series 65, and Series 66 licenses and accumulating 23 years of industry experience. He has worked with 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 roles, he is co-owner and partner of a family farm 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 offers customized portfolio management using multiple investment vehicles and a mix of internal and third-party management programs, with a service model that includes affiliation with an introducing broker-dealer and support for offshore clients.

Janel Vidal Perez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing 25 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing, prior to joining Insigneo in 2021. Outside of her advisory work, she is an owner and authorized member of Cojimar Holdings LLC, a non-investment related entity. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, and institutional clients. The firm combines customized allocations with firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and both proprietary and third-party strategies.

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.

Sandra Rolon is a financial advisor with Latitude Advisors, LLC and holds Series 63 and Series 65 credentials. She has 23 years of industry experience and also operates Sandra Rolon & Associates, CPA, PA, an accounting firm specializing in tax return preparation. In addition, she is active as a life and health insurance agent and serves as a board member of her office condominium association. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based and fundamental/quantitative strategies, managing most client relationships on a discretionary basis.

Andres Pilliod is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining BBVA Global Wealth Advisors, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. 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 emphasizes a non-discretionary investment approach that aligns client risk profiles with investment guides developed alongside BBVA S.A.’s Global Wealth Investment Committee.

Oscar Rubiano is a financial advisor with StoneX Advisors Inc. in Miami, FL, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Bci Securities, and National Securities Corp. He has also worked as an independent insurance agent. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with a range of portfolio management and financial planning services. The firm employs a combination of independent advisors and an in-house Private Client Group, utilizing multiple platforms and model-based solutions to implement investment strategies.

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.