Albert Philion Jr. is a CFP® professional with 34 years of industry experience, currently serving at Insigneo Advisory Services, LLC since 2020. Prior to joining Insigneo, he worked at UBS Financial Services for five years. Outside of his advisory role, he holds minority shareholder interests in several startups and an Italian restaurant business in London, England. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios with individualized advisor-led construction and utilizing third-party macroeconomic research to align portfolios with client objectives. The firm serves clients through both discretionary and non-discretionary management and offers access to global and emerging-market asset classes.

Daniel Friedman is a financial advisor at Mission Wealth Management, LP, holding a Series 65 credential and has two years of industry experience. His prior roles include positions at Singer Wealth and ToYourDoorMedical, as well as work during college at Indiana University. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent and high-net-worth individuals, families, and institutional clients. The firm offers tiered wealth management and financial planning services, employing customized, long-term investment strategies that utilize a diverse range of assets and third-party sub-advisors.

Patrick Dwyer is a financial advisor at New Edge Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Boston Private Wealth, Bank of America, and Merrill. Outside of his advisory role, he serves as an advisory board member for the Key Biscayne Community Foundation and the South Florida Neuroscience Center. New Edge 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 an investment process that integrates asset allocation, investor behavior, and a range of strategies including proprietary solutions, alternative investments, and third-party managers.

Dov Lasry is a CFP® with 11 years of industry experience, currently serving as an advisor at J. Safra Asset Management Corporation since 2017. He previously worked at Hapoalim Securities USA from 2014 to 2017. J. Safra Asset Management Corporation is an SEC-registered investment adviser that provides portfolio management and investment consulting services to individuals, high-net-worth investors, corporations, and institutions. The firm combines fundamental security analysis and manager due diligence with a macroeconomic overlay, managing roughly $4.6 billion across diverse client types and investment strategies.

Daryl Pereira Dennis is a financial advisor at MissionSquare Retirement with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Icma Rc since 2017 and FOLIOfn Investments, Inc. from 2014 to 2017. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management and delivered through multiple channels to more than 40,000 participants.

Harold Calveira Leon is a financial advisor at Insigneo Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Cal-Maine Foods. His career has been primarily focused within the Insigneo group of companies. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm’s investment approach combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating third-party macroeconomic research and ongoing monitoring.

Guillermo Porras is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at BCI Securities, Safra National Bank of New York, and EFG Capital Advisors Inc. He is currently associated with both Insigneo Advisory Services and its affiliated broker-dealer, Insigneo Securities LLC. 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 employs customized allocations alongside firm-modeled multi-asset portfolios, incorporating third-party research and periodic reviews, and offers a range of investment options including equities, fixed income, and alternative investments.

Gabriel Ayerbe Lopez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley before joining Insigneo in 2022. 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 employs a combination of customized allocations and firm-modeled portfolios, using a range of investment strategies and third-party research to monitor performance.

Juan Clemenza is a financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at CitiGroup Global Markets Inc for 15 years. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with advisor-led portfolio construction, incorporating third-party macroeconomic research to align investments with client objectives and risk tolerances.

Elias Fakhouri is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2023. 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 customized and model-driven portfolios, third-party manager oversight, and consulting services, utilizing a diverse range of asset classes and allowing client-imposed investment restrictions.

Juan Baca is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at BBVA Securities Inc., PNC Investments, Insigneo Securities LLC, and Compass Bank. Outside of finance, he co-owned Diaz Coffee Distribution LLC, a semi-truck equipment rental business. 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 that aligns client risk profiles with investment guides developed by BBVA S.A., combining strategic and tactical asset allocation.

Berta Epelbaum is a financial advisor with Valley Wealth Managers, Inc. She holds the Series 66 designation and has 21 years of industry experience. Prior to joining Valley Wealth Managers in 2023, she worked for Leumi Investment Services Inc. and Bank Leumi USA for 19 years. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment process, using a combination of equities, fixed income, and cash, with portfolios typically holding individual securities alongside mutual funds and ETFs when appropriate.

William Mckenna is a financial advisor at Provenance Wealth Advisors with 44 years of industry experience. He holds the ChFC® and Series 63 credentials. His career includes roles at Raymond James Financial Services Advisors and as an agent selling fixed insurance, long-term care, fixed annuities, and disability insurance through various agencies. Additionally, he provides coaching, consulting, and public speaking within the financial services industry. Provenance Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $3.63 billion in assets across nearly 2,864 client relationships. The firm offers discretionary and non-discretionary portfolio management and financial planning services utilizing a multi-custodial platform and a variety of investment strategies.

Lucio Pachiardi is a financial advisor at Insigneo Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Citibank NA and its affiliated companies prior to joining Insigneo. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, blending committee-driven model portfolios and advisor-led portfolio construction with exposure to global asset classes and emerging markets.

Kyle Kelly is a financial advisor at Impact Partnership Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms, including Madison Avenue Securities, LLC, Global Wealth Management Investment Advisory, Inc., and TradeStation Securities, Inc. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm utilizes a range of investment strategies through firm-managed, third-party, and advisor-managed models, supported by an affiliated network of broker-dealers, insurance marketing organizations, and other related entities.

Mauricio Ranut is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He is currently with Insigneo Advisory Services, LLC and its affiliate, Insigneo Securities, where he has worked since 2022. His prior experience includes roles at MMBG Investment Advisors Co and BNY Mellon Pershing. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management that integrates committee-driven model portfolios and individualized advisor-led construction across diverse global asset classes.

Jose Martinez Mendoza is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 credential and two years of industry experience. He previously worked at BBVA Switzerland and Banco Sabadell SA. 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 employs a non-discretionary investment approach that integrates client risk profiles with input from BBVA S.A.’s Global Wealth Investment Committee and combines strategic and tactical asset allocation.

Philip Hammer is a financial advisor at Saxony Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Saxony Securities since 2010. He operates a DBA known as Glastonburg Group. Saxony Capital Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team model with 38 advisors serving several hundred client relationships and offers discretionary asset management alongside hourly or flat-fee financial planning and consulting.

Fernando Casco Downing is a financial advisor at Santander Securities LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at CitiGroup and UBS Financial Services. Outside of his advisory role, he is involved in managing rental property in Miami. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, and financial planning. The firm offers a variety of investment strategies primarily through the FMAX wrap-fee platform, supported by relationships with third-party discretionary investment managers and affiliated banking services.

Jesus Corao Guma is a financial advisor with Santander Securities LLC in Miami, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at Santander Securities since 2017 and has been associated with Santander International Private Banking since 2016. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and other financial services through a managed-account platform with third-party investment managers and emphasizes ongoing suitability reviews and compliance oversight.