Javier Rodriguez is a financial advisor at Insigneo Advisory Services, LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Citibank and Citigroup Global Markets before joining Insigneo in 2019. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services 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, utilizing both proprietary and third-party strategies across various asset classes.

Juan Zenck is a financial advisor at Insigneo Advisory Services, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Mercantil Commercebank Investment Services for six years. Zenck is also the owner of JAZ Global Investment LLC, a pass-through entity for tax purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm uses a blend of committee-driven model portfolios and advisor-led portfolio construction, incorporating global asset classes and third-party research to align with client objectives.

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.

Jerry Jacobs is a financial advisor with Trustmont Advisory Group, Inc. in Miami, FL, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior roles include long-term service at Investacorp, Inc. and positions at Securities America Advisors, Inc. and as a self-employed advisor. Trustmont Advisory Group, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and corporations. The firm employs a long-term investment outlook and utilizes a variety of public research sources, offering discretionary portfolio management and access to multiple investment products.

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. He previously worked at BBVA Mexico from 2015 to 2025. 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 proprietary and third-party research, offering diversified portfolios that include mutual funds, ETFs, UCITS, structured products, and individual securities.

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 Series 66-licensed advisor at Kovack Advisors, Inc. in Coral Gables, FL, with 14 years of industry experience. He has worked at Kovack Securities, Inc. since 2017 and previously was affiliated with Capital Guardian, LLC and RIWM, LLC. Kovack Advisors is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing a risk-tolerance based approach supported by Envestnet platforms and both internal and third-party portfolio management solutions.

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. He holds Series 65 and Series 63 licenses and has nine years of industry experience. Prior to his current role, he was involved with Fundación UPENS Inc for ten years. He is also licensed 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 works primarily through a platform relationship with Envestnet and delivers managed solutions while operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

William Beaney is a financial advisor at New Edge Wealth with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley and Florida Atlantic Securities Corp. Beaney is a passive owner of 14B Marketing Inc., a general marketing business unrelated to financial services. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients such as family offices and foundations. The firm focuses on asset allocation and investor behavior, offering tailored investment solutions that combine independent managers, model strategies, and proprietary tools supplemented by AI-assisted analytics under human supervision.

Claudio Messa Sanabria is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at PNC Bank and BBVA entities dating back to 2010. He also holds a role at BBVA Global Wealth Insurance, Inc., where he refers clients and receives referral fees. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices, utilizing a combination of strategic and tactical asset allocation with access to mutual funds, ETFs, UCITS, structured products, and individual securities. The firm integrates research from BBVA S.A. and third-party sources to support portfolio construction and offers regularly reviewed, non-discretionary 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.