Oscar Fernandez Este is a financial advisor with Insigneo Advisory Services, LLC in Houston, TX. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His prior roles include positions at PNC Investments and BBVA Wealth Solutions. Outside of his advisory work, he is the manager and owner of D'ESTE GROUP LLC, a non-securities related entity. 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 uses a combination of customized allocations and firm-modeled portfolios, incorporating equities, fixed income, commodities, and alternative investments, with oversight from an Investment Committee and third-party research.

Renata Benghira Lima is a financial advisor at Mora Capital Management, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at Mora Capital Management since 2020, following positions at EFG Capital International Corp and Creit Agricole Indosuez. Outside of her advisory role, she is affiliated with Boreal Capital Management LLC, providing back-office support services. Mora Capital Management offers investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm employs an open-architecture investment process that integrates fundamental and technical analysis, third-party manager selection, and structured products to deliver customized discretionary and non-discretionary portfolio solutions.

Ryan Batalha is a financial advisor at Santander Securities LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Miura Investment Advisors, Inc. and Miura Capital, LLC. His career background also includes time at Babson College and Gulliver Preparatory. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm supports individuals, ERISA and IRA accounts, and institutional entities, primarily onboarding retail investors through various managed account strategies implemented by third-party managers.

Fernando Herrera is a financial advisor at Santander Securities LLC with seven years of industry experience. He holds a Series 66 designation and has worked at various Santander entities, HSBC Securities, and HSBC Bank USA since 2013. Herrera is a member of the education and training committee of the Florida International Bankers Association (FIBA). Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, primarily serving retail investors.

Gibran Abdala Hadad is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 13 years of industry experience. Prior to joining Insigneo in 2026, he spent 14 years at Vector Casa De Bolsa. He is also involved in his family’s hotel business as a partner. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through proprietary and third-party strategies. The firm’s process integrates committee-driven model portfolios and advisor-led customization, with a focus on global asset classes and cross-border investment opportunities.

Alexander Calvo is a financial advisor with Bolton Securities Corporation, holding a Series 65 designation and eight years of industry experience. He has worked at Bolton Global Capital and Bolton Global Asset Management since 2019 and previously spent nine years with Biscayne Americas LLC. Calvo is also the owner of Stratedge Quant Investors, LLC, an entity used for operating an investment advisory business. 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 driven by independent investment adviser representatives who tailor portfolios using mutual funds, ETFs, equities, and fixed income with a generally long-term orientation.

David Sakr is a financial advisor at BBVA Global Wealth Advisors, Inc. with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked in various roles within BBVA entities as well as PNC Bank. He also acts as an insurance agent referring clients to BBVA Global Wealth Insurance, Inc. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs. Its investment approach combines strategic and tactical asset allocation with a non-discretionary model, requiring client approval for trades, and incorporates input from BBVA S.A.’s Global Wealth Investment Committee and third-party research.

Ricardo Dominguez is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to his advisory role, he has worked in pharmacy and health consulting, including positions as a staff pharmacist and owner of a medication management and patient consulting service. He is also involved in real estate on a referral basis and serves as an independent health insurance broker. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, working primarily through a network of advisors who recommend model portfolios and discretionary strategies on an approved platform.

Sergio Sotolongo is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2023, and previously spent over a decade with Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also the owner and manager of SDS Wealth Management, LLC. 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 retirement plans. The firm’s approach is driven by independent investment adviser representatives who tailor portfolios using a mix of mutual funds, ETFs, equities, and fixed-income securities with a generally long-term focus while allowing tactical trading and rebalancing.

Joseph Raieta is a financial advisor at Snowden Capital Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Snowden Account Services Inc since 2015. Raieta is a member of the Greater Miami Chamber of Commerce, where he participates in discussions on regional business development. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes multi-team resources alongside institutional capabilities.

Manuel Martinez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 24 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2018, and previously at Sabadell Securities USA and Sabadell Bank. Outside of his advisory work, Martinez is an author and playwright with multiple published novels and theater plays. Bolton Global Asset Management provides a range of asset management and financial planning services to individual and institutional clients, including high-net-worth investors and charitable organizations. The firm’s adviser-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities with a long-term focus while allowing tactical adjustments.

Justine Ochoa is a financial advisor with IHT Wealth Management LLC in Miami, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining IHT Wealth Management and LPL Financial in 2018, she worked at Yelp and the University of Illinois Foundation. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach utilizing fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, supported by a network of approximately 153 advisors.

Richard Perez is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, AXA Advisors, LLC, and was self-employed before joining Portfolio Medics. Outside of his advisory role, he owns Cousin Richie Enterprises, LLC, an online sales and writing tutoring business. Portfolio Medics is an SEC-registered firm managing approximately $552.7 million for around 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches across various model portfolios and strategies.

Jose Vidal is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is also the owner of JAV Wealth Management LLC, a pass-through entity for tax purposes. 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 combines customized allocations with firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and permitting client-imposed investment restrictions.

May Cheung is a CFP® certificant with 23 years of experience in the financial advisory industry. She is currently with Congress Wealth Management LLC, where she has worked for five years, following six years at Pinnacle Advisory Group. She is based in Miami, FL, and holds a Series 63 license. CW Advisors, LLC serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities, as well as acting as a sub-advisor to other registered investment advisers. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, utilizing both third-party money managers and internally managed risk strategies.

Jose Balmaceda is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes positions at Edward Jones and Robinhood Financial, LLC. Outside of finance, he owns a vintage film camera sales business, Life By Zay LLC. Insigneo Advisory Services provides investment advisory and consulting to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through model portfolios and individualized advisor-led construction, incorporating global and emerging-market exposures.

Felipe Mejia is a CFP® certificant with 10 years of industry experience, currently serving at Advisors Capital Management, LLC since 2023. His prior roles include positions at Northstar Financial Planners, Inc., Charles Schwab Bank, Charles Schwab, and Valic Financial Advisors. Advisors Capital Management, LLC provides discretionary portfolio management as an outsourced investment manager to individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm utilizes a combination of top‑down macro analysis and bottom‑up security selection across fundamental, quantitative, and qualitative strategies, managing over $8.1 billion in discretionary assets.

James Rooney III is a financial advisor at Sapient Capital LLC with 13 years of industry experience. He previously worked at Corient Capital Partners, LLC and Fortuna Ventures RSF LLC. Rooney serves on advisory boards for real estate and aerospace defense private equity firms and is a board member of a media company. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and acts as adviser to private funds and sub-advisor to registered ETFs.

Ana Gonzalez Davila is a financial advisor with New Edge Wealth in Coral Gables, FL, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at UBS Financial Services Inc., RXBAR, Blueprint Wealth Alliance, and the University of Miami. She is involved in sales assistance for investment-related business serving ultra-high-net-worth individuals. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm offers a range of advisory services focused on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, proprietary solutions, and technology tools including AI-assisted analytics.

Gustavo Soares Zuquim Nunes is a CFA® charterholder and holds a Series 66 license, currently working at Santander Securities LLC with three years of industry experience. His prior roles include positions at Santander International Private Banking, Andbanc Brokerage LLC, Andbanc Advisory LLC, and BTG Pactual US Capital LLC. Outside of advisory work, he is an investor in a private equity investment fund, KKR Private Equity Conglomerate LLC. 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 third-party managers and centralized compliance and reporting.