Javier Millares is a financial advisor at Arax Advisory Partners with 11 years of industry experience. He holds a Series 65 designation and previously led his own firm, Millares Asset Management, LLC, for nine years. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and is notable for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Lorenzo Guzman is a financial advisor at Insigneo Advisory Services, LLC with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and previously worked for VectorMex Incorporated for 19 years. Outside of advisory work, he is involved as an insurance agent with VECTOR GLOBAL ISG and participates in aircraft and automobile leasing through Cotopaxi, Capital LLC. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering various portfolio management options including discretionary and non-discretionary management. The firm uses a committee-driven investment process combined with individualized portfolio construction and serves clients with global asset allocations, including emerging markets and foreign currency exposures.

Antonio Fernandez Gutierrez is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include ten years at VectorGlobal WMG and six years at Actinver Wealth Management, Inc. He is based in Miami, FL. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through committee-driven model portfolios and individualized advisor-led construction. The firm incorporates global asset classes and emerging-market exposures and has notable cross-border elements through affiliated entities and offshore funds.

Gabriel Niembro Garcia is a financial advisor with Calamos Wealth Management LLC, holding Series 65 and Series 66 licenses. He has one year of industry experience, including roles at Santander Private and Stelac Advisory. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth clients, family offices, and various institutional investors. The firm’s investment process includes asset allocation, quantitative and qualitative evaluation, and uses a diverse mix of investment vehicles, often incorporating its affiliated Calamos Funds as part of client portfolios.

Marcos Solanet is an advisor with Bolton Securities Corporation, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. His work history includes roles at Bolton Global Capital since 2021 and Credit Agricole Corporate & Investment Bank from 2009 to the present. He is also the owner and president of Blue Wins Corp, an entity created to operate securities and investment advisory services outside of his primary investment activities. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and institutions. The firm employs an IAR-driven approach that tailors portfolios using mutual funds, ETFs, equities, and fixed income, with a generally long-term orientation while allowing tactical trading and rebalancing.

Rushi Nagalla is an advisor at Belpointe Asset Management LLC with Series 65 and Series 66 credentials. He has been with Belpointe since 2025 and is also a minority owner of Cornell Dermatology LLC, where he contributes to financial statements and patient workflows. Nagalla has prior experience at Oregon Teledermatology LLC and Babson College. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting with customized portfolios that utilize passive, active, tactical, and blended strategies tailored to client objectives.

Alejandro Guardiola is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He is currently with Insigneo Advisory Services, LLC and has previously worked at Paradigm Capital, Hunt Equity Partners, and several other financial firms. Between 2020 and 2022, he was engaged in entrepreneurial activities. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm uses a blend of committee-driven model portfolios and individualized advisor-led portfolio construction incorporating third-party macroeconomic research, with a focus on global asset classes including emerging markets and foreign currency exposures.

Monica Belaval Umpierre is a Series 66-credentialed financial advisor with six years of industry experience. She has worked at Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, PFS Financial Services, Primerica Financial Services, and Citibank. In addition to her advisory role, she owns a small business selling nail polish strips. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and retirement plan consulting. The firm utilizes platforms like Envestnet and Pershing and offers access to MOIS-approved model portfolios while operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Liliana Borrero Acevedo is a financial advisor at Insigneo Advisory Services, LLC with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Insigneo Advisory Services provides 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 advisor-led portfolio construction and employs third-party research to align investments with client objectives, including global and emerging-market exposures.

Jeffrey Kline is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Insigneo Securities LLC since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, using third-party research and regular account reviews, with investment options spanning equities, fixed income, commodities, REITs, alternative investments, and private placements.

Andrew Kane is a financial advisor with Apollon Wealth Management, LLC in Miami Beach, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Fortune Financial Services, Inc., and Blue Chip Wealth Management, Inc. Outside of advising, he serves as Secretary on the Board of Directors for the Condo Blue Diamond in Miami Beach. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving high-net-worth individuals, families, trusts, businesses, and institutional clients. The firm combines centrally managed investment strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, and sub-advisory services across various asset classes.

Krysta Dos Santos is a CFP® and holds a Series 66 designation with 13 years of industry experience. She currently works at GenTrust, where she has been since 2023, following prior roles at THE Vanguard Group, Inc. and Black Gould and Associates. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to individual and institutional clients, including high-net-worth individuals and financial intermediaries. The firm manages approximately $4.46 billion in assets and employs a multi-disciplinary investment approach that integrates fundamental, technical, and macroeconomic analysis with a focus on asset allocation and risk management.

Santiago Pena Diaz is a Series 65 licensed financial advisor with eight years of industry experience. He currently works at Insigneo Advisory Services, LLC and previously worked at VectorGlobalWMG and IPG Securities. Outside of advisory work, he is the owner and legal representative of a marketing services startup based in Panama. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, utilizing committee-driven model portfolios combined with individualized advisor-led portfolio construction. The firm’s approach incorporates global and emerging market assets and includes discretionary and non-discretionary management options.

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., holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Citigroup, BBVA Securities Inc., Compass Bank, and Charles Schwab. Outside of finance, he is involved with Team Matteo LLC, a media and photography business. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices by providing portfolio advisory, wrap fee programs, and access to model portfolios combining strategic and tactical asset allocation informed by BBVA S.A.’s research and third-party resources. The firm’s portfolios include mutual funds, ETFs, UCITS, structured products, and individual securities, with periodic reviews and suitability assessments.

Richard Ferrer is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with Mutual/United of Omaha since 2002. Outside of advisory services, Ferrer is the author of the "Mailbox Money" sales coaching book and curriculum and engages in public speaking on this topic; he is also involved with the Mailbox Money Community Foundation, a nonprofit organization based on his book. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering various managed account programs and retirement consulting. The firm works through a platform relationship with Envestnet and serves as a conduit to third-party money managers, while operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

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 his current role, he worked at Punto Brokerage Firm and Theorie Consulting and has been involved with Hair Drezzers on Fire since 2022. BBVA Global Wealth Advisors serves individuals, high-net-worth clients, businesses, and family offices by providing investment advisory services that include portfolio management, wrap fee programs, and access to various investment models. The firm utilizes a combination of strategic and tactical asset allocation supported by BBVA S.A.’s fund research and third-party resources.

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.