Bernardo Amado De Romana is a financial advisor at BBVA Global Wealth Advisors, INC. He holds a Series 65 designation and has approximately one year of experience at the firm, with prior roles including positions at APUCORP and academic institutions. 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, mapping each client’s Investor Risk Profile to investment guides developed with input from BBVA S.A.’s Global Wealth Investment Committee, combining strategic and tactical asset allocation.

Gregory Pool is a CFA® charterholder and financial advisor at NewEdge Wealth with two years of industry experience. Prior to joining NewEdge Wealth in 2023, he worked at Wellington Management for 23 years. He has made an investment in the development of a multifamily home project. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs a diversified investment approach that includes model strategies, separately managed accounts, and alternative exposures across multiple asset classes.

Roberto Ruiz Velez is a financial advisor with Boreal Capital Management LLC in Miami, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at PNC Investments, BBVA Securities Inc, and Insigneo Advisory 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 uses an open-architecture platform combining internal portfolio management with third-party and affiliated sub-advisers across multiple asset classes.

Noah Alweiss is a financial advisor at Summit Financial, LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Noah has been with Summit Financial since 2026. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a mix of discretionary and consultative investment management programs, financial planning, retirement plan advisory, and access to alternative investments and variable annuities.

Oscar Guevara is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2016. Guevara is also the President of O.E.G. Capital Group and serves as its managing director. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a range of management approaches and investment vehicles, emphasizing a primarily long-term investment strategy.

Jerry Orosco is a financial advisor at Insigneo Advisory Services, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Intercontinental Wealth Advisors LLC and Corient Services LLC. 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 combines customized allocations with firm-modeled portfolios overseen by an Investment Committee, utilizing both proprietary and third-party strategies across various asset classes.

Marco Fernandez Celorio is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Mora Capital Management, LLC and has previously worked at Boreal Capital Securities LLC and UBS in both New York and Mexico. Mora Capital Management provides investment management and family-wealth advisory services to institutional and high net worth clients, offering customized discretionary portfolios as well as non-discretionary consulting and wealth services. The firm employs an open-architecture investment process combining fundamental and technical analysis, third-party manager selection, and structured products tailored to client objectives.

Sonja Koppenwallner is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with Modern Wealth Management, LLC and has prior experience at LWM Advisory Services, LLC and LPL Financial, LLC. She has participated as a volunteer in a coronavirus study conducted by Johnson & Johnson. Modern Wealth Management is a multi-team SEC-registered investment adviser managing over $10 billion in assets, serving individuals, high-net-worth clients, trusts, estates, and retirement plans with discretionary and non-discretionary investment management, financial planning, and modular services.

Leopoldo Ferris Wallis is a financial advisor at Insigneo Advisory Services, LLC with 14 years of industry experience. His prior roles include positions at Oppenheimer & Co. and Morgan Stanley Private Bank. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, blending committee-driven model portfolios with advisor-led portfolio construction and employing global asset classes, including emerging markets and foreign currencies.

Annette Manon is a financial advisor at Boreal Capital Management LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Mora Wealth Management LLC and Mora WM Securities since 2012. Boreal Capital Management provides 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.

Christian Watson is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 65 designation and 20 years of industry experience. He has worked at Insigneo Advisory Services since 2018 and previously spent 14 years at HB Asset Management. Watson serves on the advisory board of St. John Neumann Catholic School in Miami. Insigneo Advisory Services provides investment advisory and portfolio management to a diverse client base, including individuals, corporations, trusts, institutions, and banking entities. The firm offers customized portfolios, third-party manager oversight, and proprietary private placement vehicles, employing a disciplined investment process that integrates firm-modeled strategies and independent macroeconomic research.

Vicent Costa is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior work includes over a decade at Mercantil Commercebank. He is associated with a non-securities related pass-through entity, Costa Global Advisors LLC. 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 offers customized and committee-overseen investment strategies incorporating equities, fixed income, alternatives, and private placements, with services ranging from managed accounts to consulting and private placement advisory.

Diana Helliwell is a financial advisor at Bolton Securities Corporation with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has been associated with Bolton Global Asset Management since 2021 and Bolton Global Capital since 2015. She is also a co-owner of Amity Wealth Management, Inc., an entity involved in securities and investment advisory activities. 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 approach is advisor-driven and typically employs mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation while allowing tactical adjustments.

Michael Averett is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at Insigneo and its related entities since 2024, with prior experience at Bolton Global Capital and Citi International Personal Banking. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management that includes committee-driven model portfolios and advisor-led individualized strategies incorporating global asset classes and emerging-market exposures.

Pedro Isern is a financial advisor with Insigneo Advisory Services, LLC in Coral Gables, FL, holding Series 63 and Series 65 registrations and seven years of industry experience. His prior roles include positions at Natixis Investment Managers and Plus International Bank. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized and committee-overseen investment solutions across multiple asset classes, utilizing both proprietary and third-party strategies.

Carl Linder is a financial advisor at Level Four Advisory Services with one year of industry experience. He holds a Series 65 credential and previously worked for nine years at Greenspoon Marder LLP. Outside of his advisory role, he serves as of counsel at Greenspoon Marder, dedicating part-time hours to that position. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving high-net-worth individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and various platform and sub-advisor arrangements.

Kathryn Vera is a financial advisor at StoneX Advisors Inc. with 17 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Bulltick LLC for 15 years before joining StoneX in 2023. Vera also engages in public speaking on topics related to women and finance. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm uses a variety of model-based solutions and third-party managers to implement strategies and supports multiple account structures and investment restrictions.

Jose Restrepo A is a financial advisor at BBVA Global Wealth Advisors, INC. He holds a Series 65 designation and has been in the industry since 2025. Prior to joining the firm, he worked at BBVA from 2013 to 2025. 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 client-approved, non-discretionary investment approach that integrates strategic and tactical asset allocation and leverages global investment research.

Nilia Gasson is a financial advisor at Insigneo Advisory Services, LLC with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she is the owner and manager of Nicollette LLC, a non-investment related entity used for income and expense processing. 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 offers customized allocations, firm-modeled multi-asset portfolios, third-party manager oversight, and consulting services, utilizing a range of investment strategies across various asset classes.

Marcello Zaffaroni is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding Series 63 and Series 66 credentials and having 24 years of industry experience. His prior experience includes roles at SunTrust Advisory Services and Sanctuary Advisors. He serves as treasurer for The Heart of Saint Mary Foundation Inc., a charitable organization in Florida. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management with a focus on committee-driven model portfolios and individualized advisor-led construction, including global and emerging market exposures.