George Perez is a financial advisor with GenTrust, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Merrill from 1999 to 2011 and Old City Securities LLC from 2015 to 2021. Perez is a principal of GenTrust and a passive investor in Catenary Asset Management, LLC, an affiliate focused on alternative investments. GenTrust is an SEC-registered investment adviser that offers wealth management, investment management, financial planning, concierge, and consulting services to individuals, families, pooled vehicles, and institutional clients. The firm uses an asset-allocation-driven approach combining fundamental, technical, and macroeconomic analysis with scenario-based risk management and incorporates AI-enabled tools while maintaining human oversight.

Cara Vazquez is a financial advisor at New Edge Wealth with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Power Sustainable and BlackRock Investments. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services including wealth strategy, portfolio management, and institutional consulting, using a combination of independent managers, model strategies, and proprietary investment solutions supported by AI-assisted analytics under human supervision.

Enmanuel Benavides Rodriguez is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Wells Fargo Clearing, Bank of America, and Vail Resorts, among others. He is involved with multiple business activities, including JEB Professional Services LLC and Koinla LLC. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices with investment advisory services including portfolio advisory, wrap fee programs, and access to model portfolios. The firm uses investor risk profiling and combines strategic and tactical asset allocation informed by in-house and third-party fund research, managing portfolios with a mix of mutual funds, ETFs, UCITS, structured products, and individual securities.

Edoardo Ribetti is a financial advisor at Insigneo Advisory Services, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley, UBS Financial Services, and Merrill. 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 individualized advisor-led construction, with a focus on global asset classes and cross-border investment opportunities.

James Jiao is a Senior Vice President at Insigneo Advisory Services, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at firms including UCAP Securities, Adi Dassler Family Office, and Bolton Global Capital. Outside of his advisory work, he is the sole proprietor of Erudito Training Systems, which provides firearms, safety, aviation training, and introductory wealth management courses, and he manages Flying Bull Aviation LLC, overseeing aircraft maintenance and administration. 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 and firm-modeled multi-asset portfolios, utilizing third-party macroeconomic research and a range of investment vehicles while permitting client-imposed restrictions and combining proprietary and third-party strategies.

Cynthia Ramirez Figueroa is a financial advisor at BBVA Global Wealth Advisors, Inc. with eight years of industry experience. She holds a Series 66 designation and previously worked at Citibank and Citibanamex for a combined 14 years. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices, providing portfolio advisory and access to diverse investment models. The firm combines strategic and tactical asset allocation informed by both BBVA S.A.’s fund research and third-party resources, utilizing a range of investment products including mutual funds, ETFs, UCITS, and structured securities.

Martha Chinea is a financial advisor at Bolton Securities Corporation with 31 years of industry experience. She holds the Series 66 designation and has worked at firms including Merrill and Wells Fargo Clearing. Bolton Global Asset Management provides asset management and financial planning services to a diverse client base including high-net-worth individuals, corporate and institutional clients, and charitable organizations. The firm offers portfolio management using mutual funds, ETFs, equities, and fixed income, emphasizing a long-term investment approach combined with flexible strategies.

Pedro Lawrie is a financial advisor at Insigneo Advisory Services, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Puente Hnos SA and Universidad Torcuato di Tella. Lawrie is also the owner of a personal investment company, Pietro Custodi Corp. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management that includes firm-managed multi-asset portfolios, third-party manager oversight, and proprietary fund advising. The firm’s investment process combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures.

Gilherme Dos Santos Makhoul is a financial advisor at Insigneo Advisory Services, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at VectorGlobal WMG for five years. Outside of advising, he is a vice president of a company involved in manufacturing and distributing musical instruments. 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 individualized advisor-led strategies that incorporate global asset classes and third-party research.

Francisco Collado is a financial advisor at Insigneo Advisory Services, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Amerant Investments, Inc., and Ameriprise. Collado is based in Miami, FL. 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 integrates committee-driven model portfolios with advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures.

Rafael Moreno is a financial advisor with Mora Capital Management, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Mora Wealth Management LLC and Mora WM Securities LLC since 2012, and previously spent nine years at LPL Financial and one year at Riggs Securities Inc. Moreno serves as Vice President of the El Rio Condominium Association, a volunteer position with no compensation. 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 allocates across broad asset classes and offers both discretionary and non-discretionary portfolio management, as well as sub-advisory and private fund management services.

David Kaufman is a CFP® and ChFC® with 40 years of industry experience, currently serving as a financial advisor at Flagship Harbor Advisors, LLC since 2010. He has worked concurrently at LPL Financial during this time. Kaufman also serves as a FINRA arbitrator and engages in fixed insurance and fixed annuities sales. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing diversified investment approaches across mutual funds, ETFs, individual securities, and managed accounts.

Daniel Perez Pena is a financial advisor at CV Advisors LLC with two years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. and Ocean Air Cargo Express. CV Advisors LLC is an independent multi-family office serving high-net-worth individuals and institutions with a $50 million investable-assets threshold. The firm employs a top-down asset allocation framework combined with bottom-up security selection and offers discretionary and non-discretionary portfolio management alongside technology tools including AI with human oversight.

Angel Colina III is a financial advisor at Insigneo Advisory Services, LLC with two years of industry experience. He holds a Series 66 credential and has worked at Insigneo Securities LLC since 2023. Prior to his advisory roles, he studied finance at the University of Florida for three 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 and third-party manager oversight. The firm uses a committee-driven investment process combined with individualized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures.

Nicole Spirgatis is a financial advisor at Insigneo Advisory Services, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Inteligo Sociedad Agente de Bolsa, and Merrill. Spirgatis is also Senior Vice President and 50% owner of Phoenix Private Wealth Management LLC. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients through discretionary and non-discretionary portfolio management, including firm-managed multi-asset portfolios, third-party manager oversight, and participation in wrap fee programs. The firm incorporates committee-driven model portfolios and individualized advisor-led strategies, with offerings that include global and emerging-market exposures.

David Miller is a financial advisor with First Heartland Consultants, Inc. in Hollywood, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at OSAIC, Securities America, and Investacorp. He is also involved with Six One Wealth Management LLC as an agent marketing fixed insurance products to existing clients. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants, using a combination of discretionary portfolio management, model-based programs, and both fundamental and technical analysis. The firm operates with a vertically integrated structure that includes brokerage and insurance businesses, serving clients through independent investment adviser representatives.

Natalia Techera is a financial advisor at Insigneo Advisory Services, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Nobilis Corredor de Bolsa and Heritage Wealth Management. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with individualized advisor-led construction, using third-party macroeconomic research to align investments with client objectives and risk tolerances.

Marisol Garcia De La Cruz is a financial advisor at BBVA Global Wealth Advisors, Inc. with two years of industry experience. She holds a Series 65 designation and previously worked at Insigneo Securities LLC and PNC Bank. Prior to her career in finance, she was involved in the gourmet food industry with Cascabel Salsa Gourmet. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices through a network of financial advisors. The firm uses a combination of strategic and tactical asset allocation informed by BBVA S.A.’s research and third-party resources, offering portfolios that include mutual funds, ETFs, UCITS, structured products, and individual securities.

Mariana Lora is a financial advisor at CV Advisors LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Global Kandor Advisors, PURE Group of Insurance Companies, Massachusetts General Hospital, American Eagle Outfitters, and Suffolk University. CV Advisors is an independent boutique multi-family office serving high-net-worth individuals, families, trusts, estates, foundations, and other qualified entities. The firm employs a combination of top-down asset allocation and bottoms-up security and manager selection, utilizing ETFs and third-party managers when appropriate.

Gaetan Policard is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Simplicity Wealth, LLC and Wealth Watch Advisors. Policard is also president of Komit LLC, a luxury car rental business. Foundations Investment Advisors provides financial planning and portfolio management to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing strategy through a large network of affiliated advisers.