Alberto Valdes is a financial advisor at Insigneo Advisory Services, LLC with 23 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Citigroup and Raymond James Financial Services. Outside of his advisory role, he has ownership interests in a tax planning firm and a business venture open for future opportunities. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, utilizing a blend of committee-driven model portfolios and individualized advisor-led portfolio construction. The firm offers diverse global asset allocations and oversight of both discretionary and non-discretionary portfolios.

Jose Justo Delgado is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Imperial Fund Asset Management, LLC and Sura Asset Management, as well as academic involvement at the University of Miami Herbert Business School and University of Lima. 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 process integrates client risk profiles with global research and selected third-party models, emphasizing non-discretionary asset management with a focus on international investment solutions.

Debra Schachter is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 43 years of industry experience. She has been with Mutual of Omaha since 1981 and is also an insurance agent specializing in life, health, disability, long-term care, Medicare supplements, and annuities. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs, third-party money manager relationships, and retirement plan consulting. The firm operates within the broader Mutual of Omaha group and offers clients various discretionary and non-discretionary managed solutions.

Simon Correa Vanegas is a financial advisor at Insigneo Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including VectorGlobal WMG and Credicorp Capital LLC. Insigneo Advisory Services offers 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 incorporates global asset classes and emerging-market exposures and includes discretionary and non-discretionary management options.

Ivan Gutierrez Jr. is an investment adviser representative at Principal Advised Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles with Principal entities since 2024, including Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Prior to that, he was self-employed and held positions at TradeStation Securities, Primerica Advisors, and other firms. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies with proprietary models and offers both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. Its membership in the Principal Financial Group family enables access to proprietary mutual funds, bank products, and affiliated trading services.

Joao Decastro is a financial advisor with Vontobel Swiss Financial Advisers holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Citibank N.A. from 2015 to 2024 before joining Vontobel SFA. Vontobel Swiss Financial Advisers AG provides wealth management and wrap-fee investment advisory programs to private individuals, high-net-worth clients, charities, trusts, and business entities, serving both U.S. and non-U.S. clients. The firm offers a range of discretionary and non-discretionary investment mandates managed by an in-house Investment Committee and operates under both SEC registration and Swiss FINMA licensing.

Christopher Salerno is a financial advisor at Thurston Springer Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked for Wells Fargo Advisors for seven years before joining Thurston Springer Financial. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary services. The firm uses a combination of analytical methods and supports both buy-and-hold and active investment strategies.

Andres Brik is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for five years. He is a limited partner in Elion Partners LLC, a real estate investment firm. 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 combines customized allocations with firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and allowing for client-imposed investment restrictions.

Diego Laiz Moyano is a financial advisor at BBVA Global Wealth Advisors, Inc. with nine years of industry experience. He has held positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., PNC, and BBVA Insurance Inc. Agency Inc. He is licensed with Series 63 and Series 65 designations. Moyano is also involved in an insurance agency, referring clients to BBVA Global Wealth Insurance, Inc. BBVA Global Wealth Advisors serves individuals, high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs. The firm’s investment process incorporates client risk profiles and global research, with most accounts maintained on a non-discretionary basis where clients retain final trade approval.

Angel Colina is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked with Morgan Stanley and its affiliated private banks from 2012 to 2023. Outside of finance, he is president and owner of Le Printemps Florist, a retail flower shop in Miami. 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 offers discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services, employing a combination of customized allocations and firm-modeled strategies overseen by an Investment Committee.

Mariana Foerster is a financial advisor at Insigneo Advisory Services, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at several firms including Loyola Asset Management LLC and Private Client Services. She serves as Vice President of Programs for the Sunset Elementary PTA, where she focuses on enhancing community events and STEM initiatives. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through model portfolios and advisor-led construction that incorporate global asset classes and third-party research.

Vivian Pino is a financial advisor at Insigneo Advisory Services, LLC with 29 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for 13 years. She has been with Insigneo since 2021. 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 allocations, third-party manager oversight, and proprietary private placement vehicles, utilizing a range of asset classes and investment strategies monitored by an Investment Committee.

Camilo Gomes is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. His career includes roles at UBS Financial Services, Morgan Stanley Private Bank, and BTG Pactual in various capacities. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed model portfolios, third-party manager oversight, and a wrap fee program. The firm’s investment process combines committee-driven model portfolios with advisor-led portfolio construction, incorporating global asset classes and allowing client-specific restrictions.

Ciro Vasquez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Mercantil Commercebank Investment Services for 12 years before joining Insigneo in 2021. 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 both discretionary and non-discretionary managed accounts, proprietary multi-asset portfolios, third-party manager oversight, and consulting services, utilizing a combination of customized allocations and firm-modeled strategies.

Armando Tous is a financial advisor at Insigneo Advisory Services, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citigroup Global Markets for 15 years. He is also the owner and president of VAV Corp, a pass-through entity for tax purposes. Insigneo Advisory Services provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm combines customized allocations and firm-modeled portfolios with third-party research to manage a diverse range of asset classes.

Ignacio Arata is a CFA® charterholder with 23 years of industry experience, currently serving at Insigneo Advisory Services, LLC. He has held roles at Insigneo Securities, LLC since 2017 and Julius Baer since 2015. Outside of his advisory work, he acts as a Protector of a trust, overseeing the trustee without control over funds or investment decisions. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, incorporating third-party research and allowing client-imposed investment restrictions.

Delvis Llanes is a financial advisor at Dynamic with 17 years of industry experience and holds the Series 66 designation. He has worked with Dynamic Wealth Advisors dba Arrow Wealth Management since 2013. Outside of his advisory role, Mr. Llanes owns Miami Charter Group, LLC, which offers private yacht charters in the Miami area. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, providing portfolio management, financial planning, and advisory services. The firm emphasizes a long-term, client-specific investment approach and supports other advisers through technology, operational, and compliance services.

Adrian Perez De Vargas Munoz is a CFA® charterholder with one year of experience in the financial advisory industry. He is currently with BBVA Global Wealth Advisors, Inc. and previously held various roles within BBVA from 2016 to 2025. BBVA Global Wealth Advisors serves individual and high-net-worth clients, as well as businesses and family offices, primarily through portfolio advisory and wrap-fee programs focused on non-discretionary asset management. The firm’s investment process integrates client risk profiles with global research and model providers, emphasizing a combination of strategic and tactical asset allocation.

Sugeidy Mederos is a financial advisor at StoneX Advisors Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including Bolton Securities Corporation, RBC Capital Markets, and UBS International Inc. Outside of her advisory role, she serves as Vice President of Zenith Wellness Miami, a massage therapist services business. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations through a mix of independent advisors and an in-house Private Client Group. The firm offers a variety of investment strategies, including advisor-managed portfolios and third-party money managers, supported by platforms such as Envestnet and Advyzon.

Santiago Tolomei is a CFA® credentialed financial advisor with 16 years of industry experience. He is currently with Insigneo Advisory Services, LLC and has held various roles within affiliated Insigneo entities since 2022. Prior to joining Insigneo, he worked at Citibank NA Uruguay and CITI International Financial Services LLC. Outside of his advisory role, he holds ownership and directorship positions in two personal investment companies based in the British Virgin Islands. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm’s approach combines committee-driven model portfolios and individualized advisor-led construction, incorporating global asset classes, emerging-market exposure, and third-party macroeconomic research.