Jose Salazar is a financial advisor at Insigneo Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley from 2015 to 2018. He is also dually registered with Insigneo Securities, LLC, where he serves as Head of Sales on a part-time basis. Insigneo Advisory Services provides investment advisory and portfolio management services to individual clients, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and oversight by an Investment Committee.

Rodolfo Castilla is a financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at various related entities within the Insigneo group since 2020, as well as at Citigroup Global Markets and its international affiliates from 2012 to 2020. Castilla is also a shareholder and director of a personal investment company. 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 offers customized portfolio allocations, multi-asset portfolios, third-party manager oversight, and consulting, using a combination of proprietary and third-party strategies across various asset classes.

Brett Pencar is a financial advisor at Snowden Capital Advisors LLC with seven years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Snowden Lane Partners in 2021, he worked at Merrill from 2018 to 2021 and has additional experience at Florida International University and Enterprise Rent-a-Car. Outside of his advisory role, Pencar serves as a committee member for the Wild Bunch Young Leaders, a philanthropic group associated with the Zoo Miami Foundation. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, third-party manager selection, and comprehensive financial and estate planning.

Seth Miller is an advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 credentials. He has been with Founders Financial Securities since 2026 and has prior experience with EmpowerHealth and the University of Miami. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms, including managed portfolios, financial planning, and 1031 exchange consulting, with a focus on individualized investment philosophies and a mix of advisory and brokerage activities.

John Colon is a financial advisor with Belpointe Asset Management LLC, holding a Series 63 designation and 34 years of industry experience. His prior roles include positions at LPL Financial and Wells Fargo Advisors. Outside of his advisory work, he serves on several nonprofit and civic boards related to housing and community issues and works as a consultant in government relations and affordable housing development. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies that range from passive to tactical approaches and supports a variety of affiliated businesses and product sponsorships alongside its advisory services.

Santiago Franco is a financial advisor with Santander Securities LLC in Miami, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bolton Securities Corporation, Bolton Global Capital, and Activest Wealth Management. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party managers and discretionary account management.

Antonio Ladron De Guevara is a financial advisor at Bison Wealth, LLC, holding a Series 65 credential with experience beginning in 2024. His prior work includes roles at Makoto, Katsuya, Novikov Miami, Palmar, and One Door East. Bison Wealth serves a diverse range of clients including individuals, high net worth clients, family offices, and charitable organizations, providing financial planning, portfolio management, and ERISA retirement plan services. The firm’s investment approach involves outcome-focused, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies.

Salvador Ramos Carmona is a financial advisor at Mora Capital Management, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at UBS Financial Services, Inc. and UBS Asesores Mexico, S.A. de C.V. Mora Capital Management provides investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm uses an open-architecture investment process combining fundamental and technical analysis, third-party manager selection, and customized index solutions, offering both discretionary management and non-discretionary consulting.

Michael Walsh is a CFP® professional with nine years of experience, currently serving at Evensky & Katz/Foldes Wealth Management. He has been with the firm since 2016. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary wealth management firm that serves high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a core-and-satellite investment approach, emphasizing low-cost index and ETF cores combined with select active, taxable-advantaged, and alternative allocations.

Marcelo Charul is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2017 and was previously with Wells Fargo Advisors for five years. He is also the owner and manager of GFA Wealth Management, LLC, an entity created to operate 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 individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s approach is IAR-driven, tailoring portfolios to client goals and risk tolerance with a generally long-term orientation, while offering access to third-party managers and various investment platforms.

Luis Bermudez Valdes is a financial advisor at Santander Securities LLC with 11 years of industry experience. He holds a Series 66 designation and has been with Santander in various capacities since 2014, including roles at Santander International Private Banking. He serves as a board member of the US-Spain Chamber of Commerce, an organization promoting US-Spain economic cooperation. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with oversight from third-party managers and an Implementation Manager.

Lucy Watson is a financial advisor at Vicus Capital, Inc. with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Vicus Capital since 2011. Prior to and alongside her work at Vicus Capital, she has experience with Cetera Wealth Services and operates Watson Financial Inc., an insurance agency specializing in life, disability, and health insurance products, a business she has run since 1993. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a diverse investment process using fundamental and technical analysis, offering a range of model and separately managed strategies, retirement plan consulting, and fiduciary services.

Robert Lee is a financial advisor at New Edge Wealth with 27 years of industry experience and holds a Series 66 designation. He previously worked at UBS Financial Services Inc. for 15 years before joining NewEdge Wealth and NewEdge Securities in 2022. NewEdge 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 emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, third-party managers, and proprietary solutions.

Lucas Rio Torto is a CFA® charterholder and Series 66 registered advisor at Bolton Securities Corporation with nine years of industry experience. He has worked with Bolton Global Asset Management since 2018 and Bolton Global Capital since 2016. Outside of his advisory work, he is co-owner and manager of Assurance Corporate Services LLC, which facilitates offshore corporate filings. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using a range of investment vehicles and employs a mix of internal and third-party asset management strategies, generally focusing on long-term investment approaches.

Nicholas Patino is a financial advisor with Insigneo Advisory Services, LLC in Coral Gables, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Insigneo Advisory Services and Insigneo Securities since 2017 and previously held roles at multiple Brickell Global entities from 2015 to 2017. Outside of his advisory work, he is a part owner and member of a golf club. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, institutional clients, and banking institutions. The firm combines customized allocations with firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and allowing client-imposed investment restrictions.

David Garcia is a CFP® certificant with 18 years of experience in financial advising. He has been with Evensky & Katz/Foldes Wealth Management since 2014. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs an equity core-and-satellite investment approach focused on low-cost index and ETF cores combined with select active and alternative allocations, guided by detailed planning and ongoing monitoring.

Fernando Senso Castilla is a financial advisor at Santander Securities LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at CITIGROUP for 10 years before joining Santander Securities and Santander International Private Banking in 2024. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with discretionary account management and ongoing compliance oversight.

Anabel Zamora is a financial advisor at Insigneo Advisory Services, LLC with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors prior to joining Insigneo in 2021. She also holds a life insurance license and assists with related sales in her role. 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 investment process combined with advisor-led portfolio construction and incorporates global asset classes and emerging-market exposures.

Adrian Leon is a CFA® charterholder and holds a Series 65 license, with 10 years of industry experience. He is currently with Insigneo Advisory Services, LLC and Insigneo Securities LLC, and previously worked at Guggenheim Partners Latin America and Alvarium Investment Managers. Outside of his advisory role, he serves as investment advisor and trust protector for a private family trust. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management that combines committee-driven model portfolios and advisor-led portfolio construction with global and emerging-market exposures.

Isadora Del Llano is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Insigneo in 2021. Outside of her advisory role, she owns an interior design business, Sisi D Designs LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and periodic reviews to manage diversified portfolios across various asset classes.