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 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Mercantil Commercebank Investment Services for six years. Zenck is also the owner of JAZ Global Investment LLC, a pass-through entity for tax purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm uses a blend of committee-driven model portfolios and advisor-led portfolio construction, incorporating global asset classes and third-party research to align with client objectives.

Maria Castillo is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Insigneo, she was employed at BlackRock Investments, LLC and PwC, and she earned a Bachelor of Business Administration from the University of Notre Dame. Outside of finance, she was involved with the Rios Dance Company for several years. Insigneo Advisory Services provides investment advisory and consulting services to both 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’s investment process combines committee-driven model portfolios with individualized advisor-led construction and includes global asset classes, emerging markets, and foreign currency exposures.

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 19 years of industry experience. She holds Series 65 and Series 66 credentials and has worked at Insigneo Advisory Services and Insigneo Securities since 2020, following six years at EFG Capital Advisors Inc and EFG Capital International Corp. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients through discretionary and non-discretionary portfolio management. The firm utilizes a combination of committee-driven model portfolios and individualized advisor-led strategies, incorporating third-party macroeconomic research and global asset classes, including emerging markets and foreign currencies.

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.

Graciela Perez is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Bolton Global Asset Management and Bolton Global Capital since 2015. Perez is also co-owner and managing partner of Perez Wealth Management, LLC, through which she operates securities and investment advisory businesses. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individual and high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s investment approach is driven by independent advisor representatives who tailor portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical trading and rebalancing.

Jorge Rivera Echevarria is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has nine years of industry experience. Prior to his current role since 2017, he spent ten years with Fundación UPENS Inc. He is also an insurance agent specializing in health and life insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm delivers solutions primarily via a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Orlando Sthory is a financial advisor with Navy Federal Investment Services, LLC, holding Series 65 and Series 63 credentials and 10 years of industry experience. He has worked at Navy Federal Investment Services since 2024 and previously held roles at Equitable Advisors, Grove Wealth Management, Inc., and Winestico Consultants, LLC. Outside of his advisory work, Sthory is a volunteer member of the Greater Miami Chamber of Commerce. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm uses third-party portfolio managers on the Envestnet platform and provides a range of overlay services and a Private Wealth Consulting program for high-net-worth clients.

Claudio Messa Sanabria is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior work includes roles at PNC Bank, BBVA Wealth Solutions Inc., and BBVA Compass entities. He is also involved with BBVA Global Wealth Insurance, Inc., referring clients to the insurance agency. 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. The firm’s investment approach integrates client risk profiles, strategic and tactical asset allocation, and a combination of BBVA S.A. fund research and third-party models, emphasizing an international investment perspective.

Lilian Perez is a financial advisor at Insigneo Advisory Services, LLC with six years of industry experience. She holds the Series 66 designation and has previously worked at Kovack Advisors, Inc., Raymond James & Associates, Inc., Securities America, Inc., and Investacorp, Inc. Perez is dually registered as a sales supervisor with Insigneo Advisory Services. 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 allocations, firm-modeled multi-asset portfolios, third-party manager oversight, and consulting services, utilizing a range of investment strategies and allowing client-imposed restrictions.

Raul Bonini is a financial advisor at MissionSquare Retirement with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, Bank of America, J.P. Morgan Securities, and Uber. Outside of his advisory role, he is the owner of RC Legacy Services LLC, a real estate business. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, employing investment advice and model portfolios developed by Morningstar Investment Management.

Pedro Rodriguez is a financial advisor at Santander Securities LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. He is also president of a family real estate entity. Santander Securities LLC provides investment advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with ongoing suitability reviews and compliance oversight.

Claudio Ravinet is a financial advisor at New Edge Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2006 to 2022 before joining NewEdge Securities, Inc. and NewEdge Wealth, LLC in 2022. Outside of his advisory role, he participates in committee meetings and budget reviews at Saint Thomas Episcopal Parish School. NewEdge Wealth serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional and charitable clients. The firm provides comprehensive advisory services with a focus on asset allocation and investor behavior, utilizing a combination of model strategies, third-party managers, and proprietary investment solutions across multiple asset classes.