Luis Garcia Pinto is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing for a combined 12 years before joining Insigneo in 2021. 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, utilizing a variety of asset classes and third-party research to monitor performance.

Allen Giese is a ChFC® and Series 66-registered advisor with 22 years of industry experience. He has been with Modera Wealth Management, LLC since 2026, following a 26-year tenure at Northstar Financial Planners, Inc. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm integrates traditional investment management with tax, accounting, and business coaching services, employing diversified asset allocation strategies based on Modern Portfolio Theory.

Evan Dunayer is a financial advisor at Provenance Wealth Advisors in Fort Lauderdale, FL, holding a Series 66 designation with four years of industry experience. Prior to joining Provenance, he worked at Raymond James Financial Services Advisors and RSM US LLP. Provenance Wealth Advisors manages approximately $3.63 billion in assets and serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides both discretionary and non-discretionary portfolio management across multiple custodians, using a range of investment strategies including equities, ETFs, mutual funds, and option strategies.

Alejandro Rubinstein 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 Bank of America, Merrill, and Itau Europa Securities prior to joining Insigneo. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. 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 portfolios monitored through third-party research and periodic reviews.

Barbara Luis is a financial advisor with Northern Trust Securities, Inc. in Miami Beach, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Northern Trust Securities since 2001. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm employs a model-driven approach to discretionary portfolio management, combining proprietary and third-party investment products delivered through the Fidelity Managed Account Xchange (FMAX) platform.

Fernando Llop is a financial advisor at MissionSquare Retirement with 25 years of industry experience. He holds the CFP® designation as well as Series 63, 65, and 66 licenses. Since 2015, he has worked at Icma Rc. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which leverage investment advice and model portfolios developed by Morningstar Investment Management.

Kevin Concha is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing 13 years of industry experience. Prior to joining Insigneo in 2021, he spent five years at Jefferies LLC. Outside of his advisory role, he is the owner of CTD Capital Intl Corp, a flow-through entity used for tax purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm utilizes a combination of committee-driven model portfolios and advisor-led customized portfolio construction, incorporating global asset classes and third-party macroeconomic research.

Fabio Prada Ferreira is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 65 credential and seven years of industry experience. His prior work includes roles at Insigneo Securities, Hayman Wealth Management, Insight Securities, and GWM Partners. He serves on the board of Projecto Oncafari in Brazil, a nonprofit focused on environmental conservation, and is an advisor to the International Star Class Yacht Racing Association Legacy Foundation. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through a combination of committee-driven model portfolios and advisor-led customization. The firm integrates global asset classes, emerging markets, and offshore funds into its investment approach and maintains affiliated broker-dealer operations.

Michael Jordan is a financial advisor with Beacon Global Advisor Network, LLC and holds a Series 65 designation. He has nine years of industry experience, including roles at Sterling Global Wealth Management, BlackPoint Capital Partners, and GWM (USA) LLC. He is currently managing partner at BlackPoint Capital Partners. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts with customized asset management and financial planning solutions. The firm is notable for its formal pension-transfer services tailored to U.K. nationals and its network of independent advisory representatives offering layered service arrangements.

Raily Diaz Rodriguez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at Popular Securities, LLC, Oriental Bank, Banco Popular, and Ana G. Mendez University. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, utilizing a combination of committee-driven model portfolios and individualized advisor-led portfolio construction to align investments with client objectives and risk tolerances. The firm incorporates global asset classes and has notable cross-border operations, including offshore funds and affiliated broker-dealer services.

Maria Garcia is a financial advisor at Insigneo Advisory Services, LLC with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Maria has no notable outside business activities reported beyond standard investment-related roles. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm combines customized allocations by individual advisers with firm-modeled multi-asset portfolios, utilizing third-party research and periodic reviews, offering a range of investment strategies and client-imposed restrictions.

Yzana Oestreicher is a financial advisor at Insigneo Advisory Services, LLC with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Insigneo in 2021. Outside of her advisory role, she is the owner of YOES LLC, a pass-through entity for tax purposes. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers customized and committee-overseen investment strategies across multiple asset classes, utilizing both proprietary and third-party approaches.

Andres Silva is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 65 credential and bringing four years of industry experience. He previously worked at VectorGlobal for 12 years before joining Insigneo Advisory Services and its affiliated broker-dealer, Insigneo Securities LLC. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through proprietary multi-asset portfolios, third-party manager oversight, and consulting. The firm combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating global asset classes and cross-border investment opportunities.

Roberto Pena is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at HSBC Bank USA and HSBC Securities (USA) Inc. for a combined eight years before joining Insigneo in 2021. Outside of his advisory role, he serves as a director of Antonico LLC, a pass-through entity for tax purposes. Insigneo Advisory Services 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 portfolios, utilizing third-party macroeconomic research and allowing for client-imposed investment restrictions across a range of asset classes.

Beatrice Nunez is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Her prior roles include positions at PNC Investments, BBVA Securities Inc., BBVA Wealth Solutions Inc., Compass Bank, and BBVA Compass Insurance Agency Inc. She is also the sole member and manager of Saint-Lys LLC, a non-investment-related pass-through entity. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, 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 a dedicated Investment Committee to oversee portfolio performance across various asset classes.

John Healy is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He previously worked at Beta Capital Management LP for 15 years before joining Insigneo in 2022. Outside of his advisory role, Healy is a licensed life insurance agent, dedicating less than 1% of his time to this activity after market hours. 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 multi-asset portfolios, utilizing third-party research and a dedicated investment committee to oversee diverse investment strategies.

Zachary Fernandez is a financial advisor at Northern Trust Securities, Inc. with a Series 66 designation and experience across multiple roles within Northern Trust since 2020. Prior to his current position, he worked at Midland Trust Company and Scotilynn USA Division, and has also held roles outside the financial sector, including at The Club at Barefoot Beach and Florida Gulf Coast University. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients. The firm uses model-driven strategies combining proprietary and third-party funds, supported by platform technology and governance processes, and operates within a large banking holding company offering custody and broker-dealer services.

Carolina Thompson is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 22 years of industry experience. She has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS Financial Services. Thompson is also president and sole owner of Thompson Wealth Advisory, a non-securities related business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm combines customized allocations with firm-modeled portfolios overseen by an investment committee and offers a range of strategies across multiple asset classes.

John Lopez is a financial advisor with Insigneo Advisory Services, LLC based in Miami, FL. He holds a Series 66 designation and has 14 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is the owner of Puzzling Behavior, LLC, a graphic design and app development business. 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 and model-based portfolios across various asset classes, using third-party research and periodic reviews to monitor performance.

Brenda Carey is a financial advisor at Valley Wealth Managers, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank Leumi USA and Leumi Investment Services Inc. Brenda is currently associated with Valley Wealth Managers, Valley National Bank, and Valley Financial Management. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion across a multi-advisor team, serving institutional clients and high-net-worth individuals. The firm employs a client-specific investment process incorporating tactical allocations and a proprietary Valuation Analysis to guide equity selections, offering discretionary portfolio management and a range of financial planning and wrap fee programs.