Maria Castillo is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Insigneo, she was employed at BlackRock Investments, LLC and PwC, and she earned a Bachelor of Business Administration from the University of Notre Dame. Outside of finance, she was involved with the Rios Dance Company for several years. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed multi-asset portfolios, third-party manager oversight, and consulting. The firm’s investment process combines committee-driven model portfolios with individualized advisor-led construction and includes global asset classes, emerging markets, and foreign currency exposures.

Marcelo Borrelli is a financial advisor at Insigneo Advisory Services, LLC with 27 years of industry experience. He has been with Insigneo since 2020, previously working at Andbanc Brokerage LLC from 2016 to 2020. In addition to his advisory role, Borrelli holds a real estate sales license in Florida and is active as a realtor. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm’s investment approach combines committee-driven model portfolios with advisor-led customization, incorporating global asset classes and third-party macroeconomic research to align investments with client objectives.

Elizabeth Amarillo is a financial advisor at Bolton Securities Corporation with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Bolton Global Asset Management and Bolton Global Capital since 2016. Outside of her advisory role, she is a notary public. Bolton Global Asset Management provides asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, and banks. The firm employs an IAR-driven approach using a mix of mutual funds, ETFs, equities, and fixed income with a generally long-term orientation, while also offering access to third-party managers and wrap-fee platforms.

Catalina Ballestas is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, JPMorgan Securities, and PricewaterhouseCoopers, as well as academic experience at IE University and the University of Notre Dame. 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 with portfolios built from mutual funds, ETFs, equities, and fixed-income securities, and operates through a network of independent advisers using both internal and third-party management programs.

Luisa Muro is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 19 years of industry experience. She previously worked at Morgan Stanley from 2011 to 2023 before joining Bolton Global Asset Management and Bolton Global Capital. Outside of her advisory role, she is the owner and manager of Venti8 Inc., a personal business established in 2023. 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 employs an independent adviser representative model with a long-term investment approach that incorporates mutual funds, ETFs, equities, and fixed income, alongside tactical trading and rebalancing.

Maria Fernandez is a Series 66-licensed financial advisor with Bolton Securities Corporation in Miami, FL, with 18 years of industry experience. She has been associated with Bolton Global Asset Management and Bolton Global Capital since 2015. Outside of her advisory roles, Maria owns Beginning Anew Coaching, LLC, a transitional coaching company focused on advising women on retirement strategies. 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, and banks. The firm’s approach is IAR-driven, tailoring portfolios to client goals and risk tolerance through mutual funds, ETFs, equities, and fixed-income securities, with a generally long-term orientation.

Rodrigo Reyes De La Luz is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 designation with one year of industry experience. Prior to joining BBVA Global Wealth Advisors in 2025, he worked at BBVA Mexico from 2015 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 non-discretionary investment approach where clients retain final decision authority, utilizing a process that incorporates investor risk profiles and leverages global investment research and third-party models.

Renata Mussalem Machado is a financial advisor at Insigneo Advisory Services, LLC with 19 years of industry experience. She holds Series 65 and Series 66 credentials and has worked at Insigneo Advisory Services and Insigneo Securities since 2020, following six years at EFG Capital Advisors Inc and EFG Capital International Corp. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients through discretionary and non-discretionary portfolio management. The firm utilizes a combination of committee-driven model portfolios and individualized advisor-led strategies, incorporating third-party macroeconomic research and global asset classes, including emerging markets and foreign currencies.

Fernando Perez Castillo is a Series 66 licensed advisor with nine years of industry experience. He is currently with Insigneo Advisory Services, LLC and Insigneo Securities LLC, having joined in 2023. His prior experience includes roles at Morgan Stanley, Itau International Securities Inc, and Banco Itau International. 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 offers discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, consulting, and private placement advisory services, employing customized allocations and firm-modeled strategies monitored by an Investment Committee.

Michael Edwards is a financial advisor at Kovack Advisors, Inc. in Coral Gables, FL, holding a Series 66 designation with 14 years of industry experience. He has worked at Kovack Securities, Inc. since 2017 and previously at Capital Guardian, LLC from 2012 to 2017. Edwards is also president of Blueprint Wealth Advisors, where he provides financial advice. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base, including individuals, pension plans, charitable organizations, banks, and government entities, and offers a range of portfolio management and financial planning services using both internally created models and third-party managers.

Graciela Perez is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Bolton Global Asset Management and Bolton Global Capital since 2015. Perez is also co-owner and managing partner of Perez Wealth Management, LLC, through which she operates securities and investment advisory businesses. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individual and high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s investment approach is driven by independent advisor representatives who tailor portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical trading and rebalancing.

Jorge Rivera Echevarria is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked with Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2017. Previously, he was involved with Fundación UPENS Inc. for ten years. He is also active as an insurance agent specializing in health and life insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes third‑party money managers and operates alongside insurance and broker‑dealer businesses within the Mutual of Omaha group.

Orlando Sthory is a financial advisor with Navy Federal Investment Services, LLC, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. His prior roles include positions at Equitable Advisors, Grove Wealth Management, and Winestico Consultants, along with operating his own advisory business. Outside of his advisor role, he volunteers with the Greater Miami Chamber of Commerce to support local networking and business education. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and supports a range of portfolio solutions including unified managed accounts and digital ETF portfolios.

Claudio Messa Sanabria is a financial advisor at BBVA Global Wealth Advisors, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PNC Bank and various BBVA-affiliated firms. Outside of his advisory role, he is involved with BBVA Global Wealth Insurance, Inc. as an insurance agent, referring clients to the agency. 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 with mostly non-discretionary assets under management. The firm’s investment approach incorporates client risk profiles and input from BBVA S.A.’s Global Wealth Investment Committee, combining strategic and tactical asset allocation with a focus on international investment solutions.

Lilian Perez is a financial advisor at Insigneo Advisory Services, LLC with six years of industry experience. She holds the Series 66 designation and has previously worked at Kovack Advisors, Inc., Raymond James & Associates, Inc., Securities America, Inc., and Investacorp, Inc. Perez is dually registered as a sales supervisor with Insigneo Advisory Services. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, 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 and allowing client-imposed restrictions.

Raul Bonini is a financial advisor at MissionSquare Retirement with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, Bank of America, J.P. Morgan Securities, and Uber. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, using investment advice and model portfolios developed by Morningstar Investment Management.

Pedro Rodriguez is a financial advisor at Santander Securities LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. He is also president of a family real estate entity. Santander Securities LLC provides investment advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with ongoing suitability reviews and compliance oversight.

Stephanie Cabrera is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 13 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for 11 years before joining Insigneo in 2023. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, and institutional clients. The firm uses a combination of customized allocations and firm-modeled portfolios, incorporating a range of asset classes and third-party research to manage client accounts.

Claudio Ravinet is a financial advisor at New Edge Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2006 to 2022 before joining NewEdge Securities, Inc. and NewEdge Wealth, LLC in 2022. Outside of his advisory role, he participates in committee meetings and budget reviews at Saint Thomas Episcopal Parish School. NewEdge Wealth serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional and charitable clients. The firm provides comprehensive advisory services with a focus on asset allocation and investor behavior, utilizing a combination of model strategies, third-party managers, and proprietary investment solutions across multiple asset classes.

Daniel Machado is a financial advisor at Madison Partners with 19 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities LLC for 13 years. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives as appropriate.