Ricardo Roberts is a financial advisor at Insigneo Advisory Services, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Intercam Advisors, Inc. and Intercam Securities, Inc. Roberts is also a 50% owner and managing member of RI-Vol 1 Real Estate LLC, a residential real estate leasing business. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed model portfolios and individualized advisor-led portfolio construction. The firm integrates global asset classes, emerging markets, and offshore funds in its investment approach, with a focus on aligning allocations with client objectives and risk tolerances.

John Bussel is a financial advisor with Team Hewins, LLC in Miami, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He worked at Hewins Financial Advisors, LLC from 2005 to 2018 before joining Team Hewins. Outside of his advisory role, he serves as a director of the Shepard Broad Foundation, a private family foundation, and oversees investments for a family partnership through Broad-Bussel Enterprises, Inc. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm employs an Investment Committee to develop model portfolios based on Modern Portfolio Theory and offers specialized retirement plan services including ERISA 3(38) and 3(21) fiduciary roles.

Javier Fernandez is a CFA® charterholder with 16 years of industry experience. He is currently with Insigneo Advisory Services, LLC in Miami, FL, and has held various roles within the Insigneo organization since 2012. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients through discretionary and non-discretionary portfolio management. The firm employs a committee-driven model combined with advisor-led portfolio construction, incorporating global asset classes and emerging market exposures.

Esteban Diaz Fadic is a financial advisor at Insigneo Advisory Services, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for 11 years. He is also the manager and owner of EDF Advisors LLC, a non-securities-related business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers customized allocations, multi-asset portfolios, third-party manager oversight, and consulting services, utilizing a combination of proprietary and third-party strategies across various asset classes.

Nicole Flores Santos is a financial advisor at Insigneo Advisory Services, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Intercam Advisors, Inc. and Intercam Securities, Inc. She is dually registered with Insigneo Securities LLC as a Registered Client Associate. 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 discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, consulting services, and proprietary private placement vehicles, using a combination of customized allocations and firm-modeled portfolios overseen by an Investment Committee.

Juan Amado is a financial advisor at Insigneo Advisory Services, LLC with four years of industry experience. He holds the Series 65 designation and has previously worked at Magna Kapital and Bancolombia. Outside of his advisory role, he is a partner in a short-term rental business, Hummingbird Luxury LLC. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm employs a committee-driven model portfolio approach combined with individualized advisor-led portfolio construction, incorporating global and emerging market exposures.

Kathleen Marteney is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked with firms including Raymond James Financial Services and ValMark Advisers. Outside of advisory work, she receives referral fees for business referred to a CPA firm. Provenance Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $3.63 billion in assets with a team of 18 professionals. The firm offers discretionary and non-discretionary portfolio management across multiple custodians and employs a variety of investment strategies alongside financial and retirement planning services.

Kelly Sullivan is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 21 years of industry experience. Her career includes prior roles at Merrill and UBS Financial Services. Citigroup Global Markets serves individual and institutional clients across a wide range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Alessandro Cicinelli Tobia is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and four years of industry experience. Before joining Truist in 2022, he worked at CitiBank and has a background that includes roles at Florida International University and other financial-related positions. Outside the financial industry, he manages a mobile pet grooming business in Miami. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research and inter-affiliate integration.

Valere Mukubu is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining TD Private Client Wealth in 2021, Mukubu worked at Amazon in 2020 and has been with TD Bank N.A. since 2017. Outside of advising, Mukubu is listed as the proprietor of VamXpress LLC, a non-investment-related business. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and relies primarily on percentage-of-AUM wrap fees.

Alejandro Chirino is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2015 in Miami, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with capabilities including derivatives and futures services.

Josephine Maltese is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Advisors, Bank of America, and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Sebastian Merida is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and having two years of industry experience. He has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees, and operates with large institutional scale alongside distinctive market roles and arrangements.

Nicolas Garcia is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2022. Prior to this, he was involved with My Legacy Group and has experience in accounting and academic roles. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds, and offers investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts.

Guilherme Bianchi is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. He previously worked at Credit Suisse AG’s Nassau Branch for over a decade before joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm’s broad capabilities include investment advisory, broker-dealer execution, custody services, and derivatives trading, supported by in-house research and risk management functions.

Kevin Brown is a financial advisor at Corient with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Emfo LLC. Brown is based in Weston, Florida. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and specialized offerings, continuously monitoring portfolios with various risk management tools.

Ken Tanaka is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Truist Advisory Services and has been associated with SunTrust Advisory Services, SunTrust Investment Services, Inc., and SunTrust Bank since 2016. He holds the Series 63 and Series 66 licenses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program, implementing advice through discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Lorea Alvarez Trillas is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds a Series 66 designation and has worked at Citibank NA since 2018 and Banco Nacional de Mexico, SA from 2015 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with market roles such as swap dealer and futures commission merchant, providing a broad range of advisory and execution services.

Genaro Poulat is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 credential and has been with Citi since 2011. Outside of his advisory role, Poulat manages two real estate investment entities, including one in Madrid, Spain. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional scale combined with specialized market roles.

Johan Nacitas is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.