Alejandra Aragones is a financial advisor with Insigneo Advisory Services, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. She has worked at Insigneo Securities, LLC, Wells Fargo Clearing Services, LLC, and Robert Half. Outside of her advisory role, she is a sales agent for Af Shop LLC, a business involved in the sale of fine jewelry. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through model portfolios and advisor-led strategies that incorporate global asset classes and third-party macroeconomic research.

Angel Sanz Alonso is a financial advisor at Mora Capital Management, LLC with seven years of industry experience. He has held positions at Boreal Capital Securities, LLC, Mora Wealth Management AG, and Andbank. He holds Series 65 and Series 63 licenses. Mora Capital Management provides investment management and advisory services to institutional and individual clients, including high-net-worth and non-U.S. investors. The firm offers discretionary portfolio management and non-discretionary family wealth consulting through an open-architecture investment platform that allocates across broad asset classes, including structured products and alternative investments.

James Knall is a financial advisor at Sapient Capital LLC with 23 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus & Co., Inc. for 18 years. Outside of his advisory role, Knall serves as a board member and consultant for the nonprofit Endeavour Miami Inc. 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 a fiduciary when advising retirement accounts under ERISA/IRC standards.

Ricardo Morean is a Series 66-licensed advisor with Bolton Securities Corporation, bringing 30 years of industry experience. He has held positions at Bolton Global Capital since 2016, RBC Capital Markets, and Wells Fargo Clearing. Ricardo is also Managing Director for Bolton Global Capital and co-owner and Managing Director of Brightstone Capital, where he spends significant time on management and investment services. Bolton Global Asset Management provides asset management and financial planning to individuals, corporate and institutional clients, and charitable organizations. The firm offers customized wealth management through a network of independent investment adviser representatives, utilizing a range of investment vehicles with an emphasis on a long-term approach.

Fernando Panizzutti is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and having 21 years of industry experience. His work history includes roles at Bolton Global Asset Management, Bolton Global Capital, BTG Pactual US Capital, LLC, and Wells Fargo Clearing. Outside of his advisory work, he owns a consulting entity and a business in Brazil involved in real estate operations. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized wealth management through independent advisers, using a range of investment vehicles with a primarily long-term approach, and is affiliated with an introducing broker-dealer.

Christian Bagshaw is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Raymond James & Associates from 2016 to 2018 before joining Insigneo in 2018. He is the owner of Bagshaw Asset Management, LLC, a business used to manage non-securities related expenses. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed portfolios, third-party manager oversight, and a wrap fee program. The firm employs a committee-driven investment process combined with individualized advisor portfolio construction and includes cross-border investment capabilities.

Alvaro Alonso is a financial advisor at Northern Trust Securities, Inc. with seven years of industry experience. He holds the Series 66 designation and has been with Northern Trust Securities since 2019, having previously worked at Northern Trust Bank from 2015 to 2019. Based in Miami, FL, Alonso’s career has been entirely within the Northern Trust organization. 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 offers discretionary portfolio management through model-driven strategies incorporating proprietary and third-party products, with regular account reviews and a combination of advisory, brokerage, and custody services.

Edward Ruiz is a financial advisor with New Edge Wealth in Coral Gables, FL, holding a Series 66 designation and one year of industry experience. Prior to joining New Edge Wealth, he worked at Morgan Stanley for two years and served with the University of Miami Police Department for three years. Outside of finance, he has experience in small business operations with Mojo Donuts. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions supplemented by AI-assisted analytics.

Odalis Lopez is a financial advisor with Chelsea Advisory Services, Inc. in Miami, FL, holding a Series 65 designation and 25 years of industry experience. Prior to joining Chelsea Advisory Services in 2019, Lopez worked at IFS Securities and G.A. Repple and Company. Outside of advisory work, Lopez is involved in health insurance sales through Sterling Benefits Group, LLC and life insurance and annuity sales via Odalis M. Lopez Financial Associates, LLC. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm focuses on long-term, fundamental investment strategies and generally manages accounts on a discretionary basis, emphasizing diversified portfolios and periodic compliance reviews.

Bernardo Amado De Romana is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 designation. He has been with BBVA Global Wealth Advisors since 2025 and has additional experience working in academic settings and at APUCORP. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses a combination of strategic and tactical asset allocation based on BBVA S.A.’s fund research and third-party resources, offering portfolios that include mutual funds, ETFs, UCITS, structured products, and individual securities.

Jimmy Gonzalez is a financial advisor at Belpointe Asset Management LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Anthem Advisors, Perigon Wealth Management, and Slow Capital. Outside of advising, he serves as a senior advisor for a cookware distribution company and is the CFO of a grocery investment group. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for thousands of clients, offering discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers. The firm implements customized portfolios across a range of advisory styles and sponsors various affiliated funds and investment vehicles.

Gregory Pool is a CFA® charterholder and financial advisor at NewEdge Wealth with two years of industry experience. Prior to joining NewEdge Wealth in 2023, he worked at Wellington Management for 23 years. He has made an investment in the development of a multifamily home project. 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 a diversified investment approach that includes model strategies, separately managed accounts, and alternative exposures across multiple asset classes.

Roberto Ruiz Velez is a financial advisor at Mora Capital Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked with firms including Boreal Capital Management LLC, Insigneo Advisory Services LLC, PNC Investments, BBVA Securities Inc, and COMPASS Bank. Mora Capital Management provides investment management and advisory services to institutional and individual clients, including high-net-worth and non-U.S. investors. The firm uses an open-architecture investment platform combining fundamental and technical analysis across broad asset classes and supports both discretionary portfolio management and family wealth consulting, as well as sub-advisory roles for pooled vehicles and private funds.

John Cross IV is a financial advisor with Arax Advisory Partners and holds a Series 66 designation. He has 24 years of industry experience and has previously worked at Laidlaw Wealth Management, Wells Fargo Clearing, and U.S. Capital Wealth Advisors. Outside of his advisory role, he serves as Chief Investment Officer and Director of the Marion Moore Foundation, a privately funded charitable foundation. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and private fund advisory, utilizing both traditional and alternative investments alongside AI tools and third-party analytics.

Oscar Guevara is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2016. Guevara is also the President of O.E.G. Capital Group and serves as its managing director. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a range of management approaches and investment vehicles, emphasizing a primarily long-term investment strategy.

Jerry Orosco is a financial advisor at Insigneo Advisory Services, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Intercontinental Wealth Advisors LLC and Corient Services LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, institutional clients, and banking institutions. The firm combines customized allocations with firm-modeled portfolios overseen by an Investment Committee, utilizing both proprietary and third-party strategies across various asset classes.

Marco Fernandez Celorio is a financial advisor with Mora Capital Management, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Boreal Capital Securities LLC, UBS International in New York, and UBS Asesores Mexico SA de CV. Mora Capital Management provides investment management and advisory services to institutional and individual clients, including high-net-worth and non-U.S. investors. The firm employs an open-architecture investment platform that incorporates fundamental and technical analysis across various asset classes, offering both discretionary portfolio management and non-discretionary family wealth consulting.

Annette Manon is a financial advisor with Mora Capital Management, LLC in Miami, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at Mora Wealth Management LLC and Mora WM Securities since 2012, and her prior experience includes roles at LPL Financial, Riggs Securities Inc., and Merrill. Mora Capital Management provides investment management and advisory services to institutional and individual clients, including high-net-worth and non-U.S. investors, offering discretionary portfolio management, family wealth consulting, and serving as sub-adviser and manager for pooled vehicles and private funds. The firm uses an open-architecture investment platform that allocates across various asset classes and supports multiple business lines distinguishing it from many multi-team peers.

Tatianna Martinez Ventura is a financial advisor at Snowden Capital Advisors LLC with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Wells Fargo Clearing. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers portfolio management, investment consulting, financial and estate planning, and utilizes multi-team capabilities combined with institutional resources to provide customized investment solutions.

Marcus Carbajal is a CFP® professional at Evensky & Katz/Foldes Wealth Management with one year of industry experience. Prior to joining the firm, he worked at 1st Convenience Bank and held positions in hospitality services and education while attending Texas Tech University. 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 a core-and-satellite investment approach focused on low-cost index and ETF strategies combined with selective active and alternative allocations, supported by comprehensive financial planning and discretionary portfolio management.