Paulina Merino is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at VectorGlobal WMG and Actinver Securities, Inc. Outside of her advisory role, she teaches yoga classes as an independent contractor at Soultribes Studio. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, employing a blend of committee-driven model portfolios and individualized advisor-led portfolio construction with global and emerging-market asset exposures.

Juan De Los Reyes Cordova is a financial advisor at Insigneo Advisory Services, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked for VectorGlobal WMG from 2013 to 2026. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm uses a combination of committee-driven model portfolios and advisor-led portfolio construction, incorporating third-party macroeconomic research to align investments with client objectives and risk tolerances.

Ahmed Riesgo is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. He has worked at Insigneo Advisory Services since 2016 and has been affiliated with Insigneo Securities LLC since 2008, with prior experience at HB Asset Management. Outside his advisory roles, he serves as a trustee for family-owned properties without compensation. Insigneo Advisory Services provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers customized allocations, multi-asset portfolios, and third-party manager oversight, utilizing a mix of proprietary and external strategies across various asset classes.

Tomas Lopez Vargas is a financial advisor with Insigneo Advisory Services, LLC, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. Since 2016, he has been affiliated with Global Investor Advisory Services, LLC. Outside of his advisory role, he is the sole owner of EDT Investment Group LLC, a business unrelated to investment activities. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm employs a committee-driven model combined with individualized advisor-led portfolio construction, incorporating third-party macroeconomic research and global asset exposure in its investment approach.

Renato Bisconcini is a financial advisor at Insigneo Advisory Services, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and BTG Pactual US Capital. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers a range of solutions such as discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services, utilizing a combination of customized allocations and firm-modeled investment strategies.

Rafael Gomez Gutierrez 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 firms including VectorGlobal WMG and Banorte Securities International. Insigneo Advisory Services provides investment advisory and consulting services to 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 combines committee-driven model portfolios with individualized advisor-led construction, employing global asset classes and emerging-market exposures.

Antonio Speciale is a financial advisor with Siebert AdvisorNXT, LLC. He holds Series 66 and Series 63 licenses and has 12 years of industry experience. Since 2013, he has worked at Stockcross Financial Services Inc. alongside his role at Siebert AdvisorNXT. Siebert AdvisorNXT serves primarily individual clients, including high-net-worth individuals, as well as families, trusts, and certain business entities. The firm uses an algorithmic approach based on Modern Portfolio Theory to construct portfolios mainly of low-cost ETFs and ETNs, offering a mix of discretionary and non-discretionary management through its web-based AdvisorNXT platform and access to third-party managers.

Veronica Lopez Lopez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 30 years of industry experience. She previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2009 to 2023. Outside of her advisory role, she serves as a board member of the Orchestra of the Americas, a philanthropic organization. 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 a range of services such as discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting, employing a combination of customized allocations and firm-modeled investment strategies.

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.

Maria Kattan Chrin is a financial advisor at Circle Wealth Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Circle Wealth Management since 2006. Outside of her advisory role, Ms. Chrin serves as Vice Chair of Circle Financial Group, a membership organization for women investors. Circle Wealth Management provides customized wealth advisory, investment management, and family office services primarily to high-net-worth individuals and multi-generational families. The firm emphasizes tailored investment policy statements and proprietary due diligence to guide strategic asset allocation and manager selection.

Juan Zenck is a financial advisor at Insigneo Advisory Services, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Mercantil Commercebank Investment Services for six years before joining Insigneo in 2021. He is also the owner of JAZ Global Investment LLC, a pass-through entity for tax purposes. Insigneo Advisory Services provides investment advisory and portfolio management services to individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers both discretionary and non-discretionary managed accounts, employs a combination of customized allocations and firm-modeled portfolios, and incorporates third-party research and oversight in its investment process.

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.

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 holding a Series 66 designation and two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, JPMorgan Securities, and PricewaterhouseCoopers. Bolton Global Asset Management, where she is affiliated, provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a long-term investment approach using diversified portfolios that include mutual funds, ETFs, equities, and fixed income, supported by a network of independent advisers and third-party managers.

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. Prior to joining BBVA Global Wealth Advisors in 2025, he worked at BBVA Mexico from 2015 to 2025. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs, with a focus on non-discretionary asset management and an investment approach that incorporates strategic and tactical asset allocation guided by BBVA S.A.’s global research.

Renata Mussalem Machado is a financial advisor at Insigneo Advisory Services, LLC with 18 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Insigneo since 2020, previously serving at EFG Capital Advisors Inc and EFG Capital International Corp from 2014 to 2020. 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 a range of services such as discretionary and non-discretionary accounts, third-party manager oversight, and proprietary private placement vehicles, utilizing a combination of customized allocations and firm-modeled portfolios.

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 financial advisor at Kovack Advisors, Inc. with 14 years of industry experience. He holds the Series 66 designation and has worked at Kovack Securities, Inc. since 2017, following five years at Capital Guardian, LLC. Edwards is also president of Blueprint Wealth Advisors, where he provides financial advice. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager recommendations, utilizing a diversified investment approach primarily through mutual funds and ETFs.