Maria Dontsis is a CFP® professional with 11 years of industry experience. She is currently with A.G.P. / Alliance Global Partners and previously worked for over a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning including estate-planning partnerships, retirement-plan advisory, and utilizes an open-architecture investment approach combining internal strategies with co- and sub-advisory relationships.

Adriana Botero Bobulsky is a financial advisor at CV Advisors LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Morgan Stanley Smith Barney LLC and Northwestern Mutual Wealth Management Co. CV Advisors LLC is an independent multi-family office serving high-net-worth clients, including families, trusts, and charitable organizations, typically with a $50 million investable-assets threshold. The firm uses a top-down asset allocation combined with bottom-up security selection and offers discretionary and non-discretionary portfolio management supported by proprietary technology and AI tools.

Ricardo Maulini Jr. is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 credentials and 30 years of industry experience. Prior to joining Insigneo in 2021, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2014 to 2021. He is also the owner of RMC Global Portfolio Management Inc., a non-securities-related business entity. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized and model-based portfolio solutions, including multi-asset portfolios, third-party manager oversight, and private placement advisory, utilizing a range of investment strategies and asset classes.

Adam Indianer is a financial advisor with Capital Analysts in Miami, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Celebrity Sweat and Cowen and Company, LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Sheldon Black is a financial advisor at B. Riley Wealth Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at National Securities Corporation for 10 years. Outside of his advisory role, he owns a business that provides notary services and conducts focus group surveys. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs, financial planning, and retirement solutions.

Karen Quijano Morales is a financial advisor with BBVA Global Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Itau International Securities, Banco Itau International, and Intl FCStone Securities Inc. Karen is based in Miami, FL. 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 non-discretionary asset management approach. The firm’s investment process integrates client risk profiles with guidance from BBVA S.A.’s Global Wealth Investment Committee, combining strategic and tactical asset allocation while requiring client approval before trade execution.

Christopher Widing is a CFP® with 20 years of experience in the financial industry. He is currently with Choreo, LLC and previously worked for seven years at BDO Wealth Advisors, LLC. Widing holds Series 63 and Series 65 licenses. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a strategic asset allocation approach combined with quantitative screening and due diligence to manage portfolios through various vehicles such as separately managed accounts, direct indexing, and private funds.

Santiago Aboal Alvarez is a CFA® charterholder with 11 years of industry experience, currently serving at Insigneo Advisory Services, LLC. His career includes roles at various entities within the Insigneo organization since 2022 and prior experience with CITI International Financial Services LLC from 2014 to 2022. 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 with advisor-led customization across global and emerging-market asset classes.

Michael Gonzalez is a financial advisor at Insigneo Advisory Services, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Triad Advisors LLC, OSAIC Wealth Inc, and Investacorp Inc. His background also includes six years at Akerman, LLP. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers customized and committee-overseen investment strategies across a broad range of asset classes, utilizing both proprietary and third-party approaches.

Rene Gillet is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes 20 years with Dade County School and multiple roles in insurance agencies. In addition to his advisory role, Mr. Gillet operates the Gillet Agency, LLC, where he works as an independent insurance agent focusing on insurance products and annuities. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches, including model portfolios and discretionary management techniques.

Andre Roitman is a financial advisor at Valley Wealth Managers, Inc. with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Bank Leumi USA and Leumi Investment Services, Inc. since 2010. Outside of his advisory role, Roitman serves as a volunteer EMS and Director/Treasurer for Hatzalah South Florida EMS and is the President and Founder of Aventura Shul Corp, a local religious group. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion for institutional and individual clients, including high-net-worth households. The firm employs a multi-advisor team approach with discretionary portfolio management based on client-specific risk guidelines and proprietary valuation analysis, offering a range of financial planning and wrap fee programs.

Andre Luiz Monteiro is a financial advisor at StoneX Advisors Inc. with 9 years of industry experience. He holds a Series 66 designation and has worked at firms including JPMorgan Securities LLC, JPMorgan Chase Bank NA, Morgan Stanley, Citigroup Global Markets, and XP Securities LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm utilizes a range of proprietary and third-party investment strategies and platforms to implement client portfolios.

John Romanach is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Insigneo in 2021. Outside of his advisory role, he serves as co-trustee of his stepmother's trust. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized allocations through individual advisers and firm-modeled portfolios, utilizing a range of asset classes including equities, fixed income, commodities, and alternative investments.

Eric Brown is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and eight years of industry experience. His career includes roles at LSF Capital LLC, Ameriprise, Madison Avenue Securities, and Global Wealth Management. He also works with LS Financial Group as an insurance sales agent providing financial planning services. Foundations Investment Advisors LLC offers financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of investment strategies and utilizes third-party sub-advisers and custodians to deliver tailored advice through a large network of affiliated offices.

Heyneer Mora is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Miura Capital, Wells Fargo Clearing, and Wells Fargo Advisors. Mora is also the manager and member of a personal accounting entity, Mora Financial Services LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers customized and model-based investment solutions across multiple asset classes, utilizing third-party research and periodic reviews to monitor performance.

Jorge Lopez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. His career history includes roles at Wells Fargo Advisors, LLC, and various Insigneo entities. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through committee-driven model portfolios and individual advisor-led strategies that incorporate global asset classes and third-party research.

Ian Evans is a financial advisor at CV Advisors LLC with one year of industry experience. He previously worked at Seaview Investment Managers for three years and held positions at Università Bocconi and St. Thomas Aquinas High School. CV Advisors LLC is an independent multi-family office serving high-net-worth individuals, families, trusts, foundations, and other qualified entities with investable assets generally above $50 million. The firm employs a combination of top-down asset allocation and bottom-up security selection, offering both discretionary and non-discretionary portfolio management supported by technology tools including AI and a proprietary client portal.

Juan Lenis is a Series 65-registered financial advisor with BBVA Global Wealth Advisors, Inc., based in Miami, FL. He has over a decade of experience in the financial services industry, including ten years at BBVA Mexico SA before joining BBVA Global Wealth Advisors in 2024. 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 integrates client-specific risk profiles with global investment research and combines strategic and tactical asset allocation.

Javier Soria is a financial advisor at Insigneo Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including VectorGlobal and Andbanc Brokerage. Outside of his advisory role, he manages ownership of a rental property in Canada. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients. The firm combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures to align with client objectives.

Adriano Vieira is a financial advisor at J. Safra Asset Management Corporation with 10 years of industry experience. He holds a Series 65 designation and has been with J. Safra since 2012. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, and institutional clients. The firm combines fundamental security analysis and manager due diligence with a macroeconomic overlay, managing approximately $4.6 billion across various client types through model portfolios and discretionary management.