Odalis Lopez is a financial advisor with Chelsea Advisory Services, Inc. in Miami, FL, holding a Series 65 designation and 25 years of industry experience. Prior to joining Chelsea Advisory Services in 2019, Lopez worked at IFS Securities and G.A. Repple and Company. Outside of advisory work, Lopez is involved in health insurance sales through Sterling Benefits Group, LLC and life insurance and annuity sales via Odalis M. Lopez Financial Associates, LLC. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm focuses on long-term, fundamental investment strategies and generally manages accounts on a discretionary basis, emphasizing diversified portfolios and periodic compliance reviews.

Bernardo Amado De Romana is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 designation. He has been with BBVA Global Wealth Advisors since 2025 and has additional experience working in academic settings and at APUCORP. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses a combination of strategic and tactical asset allocation based on BBVA S.A.’s fund research and third-party resources, offering portfolios that include mutual funds, ETFs, UCITS, structured products, and individual securities.

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 at Mora Capital Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked with firms including Boreal Capital Management LLC, Insigneo Advisory Services LLC, PNC Investments, BBVA Securities Inc, and COMPASS Bank. 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 combining fundamental and technical analysis across broad asset classes and supports both discretionary portfolio management and family wealth consulting, as well as sub-advisory roles for pooled vehicles and private funds.

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 financial advisor with Mora Capital Management, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Boreal Capital Securities LLC, UBS International in New York, and UBS Asesores Mexico SA de CV. 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 employs an open-architecture investment platform that incorporates fundamental and technical analysis across various asset classes, offering both discretionary portfolio management and non-discretionary family wealth consulting.

Sonja Koppenwallner is a financial advisor with Modern Wealth Management, LLC, holding CFP® and Series 66 credentials and 21 years of industry experience. She previously worked at LWM Advisory Services, LLC, LPL Financial, LLC, and Ameriprise. Koppenwallner participates as a notary public and was a participant in a Johnson & Johnson coronavirus study. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across around 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and related services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Annette Manon is a financial advisor with Mora Capital Management, LLC in Miami, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at Mora Wealth Management LLC and Mora WM Securities since 2012, and her prior experience includes roles at LPL Financial, Riggs Securities Inc., and Merrill. Mora Capital Management provides investment management and advisory services to institutional and individual clients, including high-net-worth and non-U.S. investors, offering discretionary portfolio management, family wealth consulting, and serving as sub-adviser and manager for pooled vehicles and private funds. The firm uses an open-architecture investment platform that allocates across various asset classes and supports multiple business lines distinguishing it from many multi-team peers.

Christian Watson is a financial advisor at Insigneo Advisory Services, LLC with 21 years of industry experience. He holds a Series 65 designation and has worked at Insigneo Advisory Services since 2018, with prior experience at HB Asset Management and Insigneo International Financial Services. Watson serves on the advisory board of St John Neumann Catholic School in Miami. 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 strategies that include global and emerging market exposures.

Vicent Costa is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Insigneo Advisory Services and Insigneo Securities since 2021 and previously spent 11 years at Mercantil Commercebank. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, utilizing a combination of committee-driven model portfolios and individualized advisor-led portfolio construction that incorporates global asset classes and emerging-market exposures.

Dulce Galindo Gnibus is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Bradesco Global Advisors Inc., Bradesco Investments INC., Ocean Financial Advisors LLC, and Ocean Bank. She serves as the Chair of the Women Leadership Committee for the Financial and International Business Association in Miami and is also the Pack Committee Chair for Scouts Pack 552 in Doral, FL. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices, utilizing strategic and tactical asset allocation informed by both BBVA S.A.’s fund research and third-party resources. The firm offers portfolio advisory, wrap fee programs, and access to model portfolios, emphasizing a diverse range of investment options and periodic portfolio reviews.

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 18 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked for Bulltick LLC for 15 years. Vera is also active as a public speaker on topics related to women, finance, and economics. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors, proprietary models, and third-party managers to deliver tailored investment solutions.

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, with prior experience at Bbva from 2013 to 2025. Based in Miami, FL, Restrepo has one year of advisory experience at his current firm. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices by providing portfolio advisory services, access to model portfolios, and investment options including mutual funds, ETFs, UCITS, and structured products. The firm uses investor risk profiles to guide asset allocation strategies, incorporating research from BBVA S.A. and third parties, with regular portfolio reviews and rebalancing.

Nilia Gasson is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has been with Insigneo since 2021 and previously worked at Wells Fargo Clearing from 2016 to 2021. In addition to her advisory role, she manages Nicollette LLC, a non-investment related entity for income and expense processing. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management that includes firm-managed model portfolios and third-party manager oversight. The firm incorporates global asset classes and emerging-market exposures while allowing clients to impose reasonable restrictions or select non-discretionary arrangements.