Andres Ricketts Canepa is a financial advisor at BBVA Global Wealth Advisors, INC. in Miami, FL, holding a Series 65 credential with one year of experience at the firm. His prior roles include positions at Worldaware, FounderNest, Fund@mental, and Ubreakifix. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through non-discretionary portfolio advisory and wrap-fee programs. The firm’s investment approach incorporates strategic and tactical asset allocation guided by BBVA S.A.’s Global Wealth Investment Committee and utilizes a blend of proprietary and third-party research.

Daniel Lizaso Trejo is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He currently works at BBVA Global Wealth Advisors, Inc. and previously held positions at DB USA Core Corp and Deutsche Bank Securities, Inc. 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’s investment approach uses a client’s Investor Risk Profile combined with strategic and tactical asset allocation, with most accounts requiring client approval before trades are executed.

Mark Van Der Eijk is an Investment Portfolio Manager with Bolton Securities Corporation and holds a Series 66 designation. He has 23 years of experience in the financial industry, including roles at Bolton Global Asset Management and Bolton Global Capital since 2021, as well as prior experience at Wells Fargo Clearing and WELLS FARGO Advisors. He is also the owner and CEO of Van Der Eijk Group, LLC, a business entity related to securities and investment advisory services. 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 combined with discretionary portfolio management and utilizes mutual funds, ETFs, equities, and fixed-income securities in its strategies.

Tanya Duarte is a financial advisor with Bolton Securities Corporation based in Miami, FL, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. She has been associated with Bolton Global Asset Management and Bolton Global Capital since 2016. Outside of her advisory role, she owns and operates Ducartan, LLC, a company established to facilitate tax reporting for business expenses. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm delivers customized wealth management through a network of independent advisers, utilizing mutual funds, ETFs, equities, and fixed-income securities with a primarily long-term investment approach.

Mauricio Viaud is a financial advisor at Insigneo Advisory Services, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Janney Montgomery Scott and Hefren Tillotson. He currently serves as a Senior Investment Strategist and Portfolio Manager at Insigneo Advisory Services. Insigneo Advisory Services provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, and institutional clients. The firm employs a combination of customized allocations and firm-modeled portfolios, incorporating a range of asset classes and strategies.

Luis Flores is a financial advisor with Bolton Securities Corporation holding a Series 66 designation and three years of industry experience. His career includes roles at Bolton Global Asset Management and Bolton Global Capital, as well as several years with Banque Heritage in Uruguay and AIVA S.A. Luis is a dual Registered Representative and Investment Advisor with Bolton Global Capital and Bolton Global Asset Management. Bolton Global Asset Management serves individual, corporate, institutional, and charitable clients by providing asset management and financial planning services. The firm employs a network of independent advisers and offers customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed-income securities, emphasizing a long-term investment approach.

Jose Varon is a financial advisor at Insigneo Advisory Services, LLC with four years of industry experience. He previously worked at VectorGlobal WMG for seven years and Banco de Bogota for fourteen years. Varon holds a Series 65 designation and is based in Miami, FL. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios with individualized advisor-led portfolio construction. The firm’s approach includes global asset classes and emerging-market exposures, and it serves clients with both discretionary and non-discretionary portfolio management.

Eduardo Solano Arroyo is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. Before joining Insigneo in 2026, he worked for Bolton Global Asset Management and Bolton Global Capital for 11 years. Eduardo is also licensed to sell fixed life insurance products through GEF Insurance/GEF Financial Group. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm employs a committee-driven model portfolio approach combined with advisor-led portfolio construction, integrating third-party macroeconomic research to align investments with client goals.

Karyn Soroa is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 14 years of industry experience. She has worked at Bolton Global Asset Management and Bolton Global Capital since 2017, and previously spent nine years at Merrill. 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 driven by independent investment adviser representatives who tailor portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

Carl Edlund is a financial advisor with Boreal Capital Management LLC in Miami, FL, holding a Series 66 designation and 18 years of industry experience. He has worked at Boreal Capital Management and its affiliated entities since 2020 and previously spent seven years with EFG Capital Advisors Inc. Edlund is a 50% owner of Carenica LLC, an investment entity generating rental income, though he is not involved in its daily operations and receives no compensation from it. 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 management with third-party and affiliated sub-advisers across a range of asset classes, and it is majority-owned by MoraBanc Grup S.A., an Andorran private banking group.

Krystian Moreno is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Ameriprise. Moreno also sells life and disability insurance to clients as part of his business activities. Concurrent Investment Advisors offers wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, using customized portfolios and a long-term investment approach supported by a large advisor network.

Daniel Geller is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His career includes roles at Bolton Global Asset Management and Bolton Global Capital since 2019, as well as previous positions at Morgan Stanley Private Bank and Citigroup Global Markets. He is also co-owner and Managing Director of NYB Wealth Advisory, LLC, which operates securities and investment advisory services. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using a mix of internal management, unaffiliated managers, and third-party programs, with an emphasis on a long-term investment approach.

Marlon Cruz is a financial advisor at Valley Wealth Managers, Inc. with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Leumi Investment Services Inc. and J.P. Morgan Securities LLC. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, employing a client-specific investment process that includes tactical asset allocation and proprietary equity valuation methods.

Oscar Fernandez Este is a financial advisor with Insigneo Advisory Services, LLC in Houston, TX. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His prior roles include positions at PNC Investments and BBVA Wealth Solutions. Outside of his advisory work, he is the manager and owner of D'ESTE GROUP LLC, a non-securities related entity. 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 uses a combination of customized allocations and firm-modeled portfolios, incorporating equities, fixed income, commodities, and alternative investments, with oversight from an Investment Committee and third-party research.

Renata Benghira Lima is a financial advisor at Mora Capital Management, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at Mora Capital Management since 2020, following positions at EFG Capital International Corp and Creit Agricole Indosuez. Outside of her advisory role, she is affiliated with Boreal Capital Management LLC, providing back-office support services. Mora Capital Management offers investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm employs an open-architecture investment process that integrates fundamental and technical analysis, third-party manager selection, and structured products to deliver customized discretionary and non-discretionary portfolio solutions.

Ryan Batalha is a financial advisor at Santander Securities LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Miura Investment Advisors, Inc. and Miura Capital, LLC. His career background also includes time at Babson College and Gulliver Preparatory. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm supports individuals, ERISA and IRA accounts, and institutional entities, primarily onboarding retail investors through various managed account strategies implemented by third-party managers.

Fernando Herrera is a financial advisor at Santander Securities LLC with seven years of industry experience. He holds a Series 66 designation and has worked at various Santander entities, HSBC Securities, and HSBC Bank USA since 2013. Herrera is a member of the education and training committee of the Florida International Bankers Association (FIBA). Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, primarily serving retail investors.

Gibran Abdala Hadad is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 13 years of industry experience. Prior to joining Insigneo in 2026, he spent 14 years at Vector Casa De Bolsa. He is also involved in his family’s hotel business as a partner. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through proprietary and third-party strategies. The firm’s process integrates committee-driven model portfolios and advisor-led customization, with a focus on global asset classes and cross-border investment opportunities.

Anthony Garcia is a financial advisor at Apollon Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Apollon Wealth Management since 2021. Prior to that, he was with Fortune Financial Services, Inc. and Blue Chip Wealth Management, Inc. from 2016 to 2020. Garcia is also the owner of Garcia Asset Management, LLC and is licensed as an independent insurance agent. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, charitable organizations, and retirement plans. The firm combines centrally managed and locally managed investment strategies, incorporates ESG risk-based models and tax management tools, and operates a network of approximately 125 investment advisor representatives managing about $11.6 billion in client assets.

Alexander Calvo is a financial advisor with Bolton Securities Corporation, holding a Series 65 designation and eight years of industry experience. He has worked at Bolton Global Capital and Bolton Global Asset Management since 2019 and previously spent nine years with Biscayne Americas LLC. Calvo is also the owner of Stratedge Quant Investors, LLC, an entity used for operating an investment advisory business. 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 driven by independent investment adviser representatives who tailor portfolios using mutual funds, ETFs, equities, and fixed income with a generally long-term orientation.