Eduardo Solano is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital before joining Insigneo Advisory Services, LLC. In addition to his advisory role, he is licensed to sell fixed life insurance products through GEF Insurance/GEF Financial Group. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with individualized advisor-led construction, using global asset classes and third-party research to tailor portfolios to client objectives and risk tolerances.

Armando Cunill is a financial advisor at Gradient Securities, LLC with 29 years of industry experience. He holds a Series 65 designation and has been with Gradient Securities since 2012. Cunill also operates Capital Financial Services, a fixed insurance sales business he has managed since 1984. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, and non-discretionary asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm combines advisory and broker-dealer services and frequently utilizes third-party managers and ERISA plan consulting.

Karyn Soroa is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 14 years of industry experience. She has worked at Bolton Global Asset Management and Bolton Global Capital since 2017, and previously spent nine years at Merrill. 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’s approach is driven by independent investment adviser representatives who tailor portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

Carl Edlund is a financial advisor with Mora Capital Management, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Boreal Capital Management and Boreal Capital Securities LLC since 2020, EFG Capital Advisors Inc. and Efg Capital International Corp from 2013 to 2020, and Brickell Global Advisory, Inc. during 2012-2013. Mora Capital Management offers investment management and advisory services to institutional and individual clients, including high-net-worth and non-U.S. investors. The firm utilizes an open-architecture platform with fundamental and technical analysis across broad asset classes, managing both discretionary and non-discretionary assets while supporting pooled vehicles and private funds.

Oscar Fernandez Este is a financial advisor with Insigneo Advisory Services, LLC in Houston, TX. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His prior roles include positions at PNC Investments and BBVA Wealth Solutions. Outside of his advisory work, he is the manager and owner of D'ESTE GROUP LLC, a non-securities related entity. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm uses a combination of customized allocations and firm-modeled portfolios, incorporating equities, fixed income, commodities, and alternative investments, with oversight from an Investment Committee and third-party research.

Renata Benghira Lima is a financial advisor at Mora Capital Management, LLC with 12 years of industry experience. She holds the Series 66 designation and has worked at Mora Capital since 2020, previously serving at EFG Capital International Corp from 2016 to 2020. 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 platform that allocates across multiple asset classes, including structured products and alternative investments.

Ryan Batalha is a financial advisor at Santander Securities LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Miura Investment Advisors, Inc. and Miura Capital, LLC. His career background also includes time at Babson College and Gulliver Preparatory. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm supports individuals, ERISA and IRA accounts, and institutional entities, primarily onboarding retail investors through various managed account strategies implemented by third-party managers.

Fernando Herrera is a financial advisor at Santander Securities LLC with seven years of industry experience. He holds a Series 66 designation and has worked at various Santander entities, HSBC Securities, and HSBC Bank USA since 2013. Herrera is a member of the education and training committee of the Florida International Bankers Association (FIBA). Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, primarily serving retail investors.

Gibran Abdala Hadad is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 13 years of industry experience. Prior to joining Insigneo in 2026, he spent 14 years at Vector Casa De Bolsa. He is also involved in his family’s hotel business as a partner. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through proprietary and third-party strategies. The firm’s process integrates committee-driven model portfolios and advisor-led customization, with a focus on global asset classes and cross-border investment opportunities.

Anthony Garcia is a financial advisor at Apollon Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Citigroup Global Markets, and Platinum Wealth Partners. He is also an independent insurance agent. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through about 145 advisors across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles, and insurance company clients, offering services such as financial planning, discretionary and non-discretionary portfolio management, and consulting.

Alexander Calvo is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 65 designation and nine years of industry experience. He has worked with Bolton Global Capital and Bolton Global Asset Management since 2019 and previously spent nine years at Biscayne Americas LLC. Calvo is the owner of StrateEdge Quant Investors, LLC, an investment advisory business established in 2014. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm utilizes a network of independent advisers and various management programs to deliver customized wealth management focused primarily on long-term strategies using mutual funds, ETFs, equities, and fixed-income securities.

David Sakr is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, with six years of industry experience. He holds the Series 65 and Series 66 credentials and previously worked at PNC Bank and various BBVA entities from 2006 to 2023. Outside of advisory services, he refers clients to an insurance agency affiliated with BBVA Global Wealth Insurance, Inc. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices through a network of financial advisors. The firm offers portfolio advisory, wrap fee programs, and access to model portfolios, utilizing a combination of strategic and tactical asset allocation supported by BBVA S.A.’s fund research and third-party resources.

Ricardo Dominguez is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 credential and one year of industry experience. Prior to joining Mutual of Omaha, he has held roles in healthcare and consulting, including owner and concierge pharmacist at Amrick Health LLC and staff pharmacist at Walgreens. He is also involved in real estate on a referral basis through The Valenzuela Real Estate Group and works as an independent health insurance broker with Carepoint. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs primarily through platform partnerships with Envestnet and Pershing.

Sergio Sotolongo is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2023, and previously spent over a decade with Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also the owner and manager of SDS Wealth Management, LLC. 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 retirement plans. The firm’s approach is driven by independent investment adviser representatives who tailor portfolios using a mix of mutual funds, ETFs, equities, and fixed-income securities with a generally long-term focus while allowing tactical trading and rebalancing.

Joseph Raieta is a financial advisor at Snowden Capital Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Snowden Account Services Inc since 2015. Raieta is a member of the Greater Miami Chamber of Commerce, where he participates in discussions on regional business development. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes multi-team resources alongside institutional capabilities.

Manuel Martinez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 24 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2018, and previously at Sabadell Securities USA and Sabadell Bank. Outside of his advisory work, Martinez is an author and playwright with multiple published novels and theater plays. Bolton Global Asset Management provides a range of asset management and financial planning services to individual and institutional clients, including high-net-worth investors and charitable organizations. The firm’s adviser-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities with a long-term focus while allowing tactical adjustments.

Justine Ochoa is a financial advisor with IHT Wealth Management LLC in Miami, FL, holding a Series 66 license and eight years of industry experience. She has worked at LPL Financial and IHT Wealth Management since 2018, and previously held roles at Yelp and the University of Illinois Foundation. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm’s investment approach integrates fundamental value screening, quantitative optimization, and periodic rebalancing, utilizing proprietary models, third-party managers, and discretionary mandates.

Richard Perez is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, AXA Advisors, LLC, and was self-employed before joining Portfolio Medics. Outside of his advisory role, he owns Cousin Richie Enterprises, LLC, an online sales and writing tutoring business. Portfolio Medics is an SEC-registered firm managing approximately $552.7 million for around 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches across various model portfolios and strategies.

Jose Vidal is a financial advisor at Insigneo Advisory Services, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Merrill prior to joining Insigneo in 2020. Vidal also owns JAV Wealth Management 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 that combines committee-driven model portfolios with individualized advisor-led portfolio construction. The firm’s investment approach incorporates third-party macroeconomic research and includes global asset classes as well as emerging-market and foreign-currency exposures.

May Cheung is a CFP® with 23 years of industry experience and holds a Series 63 license. She is currently with Congress Wealth Management LLC and has previously worked at Pinnacle Advisory Group and The Enrichment Group, Inc. She is based in Miami, FL. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, families, trusts, charitable organizations, and institutions, using a Core-and-Satellite investment framework that incorporates active, passive, strategic, quantitative, and ESG strategies.