John Chrin is a CFP® with eight years of industry experience, currently serving as an advisor at Circle Wealth Management, LLC since 2012. He holds Series 63 registration and participates in multiple advisory roles, including with Century Equity Partners and AIRE Labs Limited, where he provides insights on the U.S. financial landscape. Additionally, he is a partner at Circle VenCap, LLC, involved in investment valuations and K-1 preparation. Circle Wealth Management, LLC offers customized wealth advisory, investment management, and family office services to high-net-worth individuals and multi-generational families. The firm emphasizes tailored investment policy statements and proprietary due diligence, managing over $12 billion in assets while focusing on clients with approximately $50 million in investable assets.

Andres Somoza is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Insigneo Advisory Services since 2020 and previously at StoneX International Securities Inc. from 2015 to 2019. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through committee-driven model portfolios and individualized advisor-led construction. The firm includes global asset classes and emerging-market exposures in its strategies and is affiliated with a broker-dealer and international entities.

Ernesto Cucalon is a financial advisor at Bolton Securities Corporation with 28 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in various capacities since 2011. Outside of his advisory role, Ernesto co-owns and manages 305go, LLC, a vending machine business based in Miami. 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, and institutional clients. The firm’s approach is IAR-driven, focusing on tailored portfolios using mutual funds, ETFs, equities, and fixed income with a generally long-term orientation.

Carlos Van Maanen is a financial advisor at Insigneo Advisory Services, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and UBS prior to joining Insigneo in 2021. 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, third-party manager oversight, and participation in a wrap fee program. The firm’s investment process combines committee-driven models with advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures.

Diego Castillo Escoriaza is a financial advisor at Insigneo Advisory Services, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked for Beta Capital Securities LLC and Creand Management. He also serves as an Investment Adviser Representative for the affiliate RIA Creand Management. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through model portfolios and individualized advisor-led construction that includes global and emerging-market exposures.

Paulo Martinez Cleves is a Series 65-licensed advisor with BBVA Global Wealth Advisors, Inc., based in Miami, FL, and has one year of industry experience. His prior roles include positions at Insigneo Securities, PNC Investments, Bank of America, and PNC Bank. He is also president of MA Consulting Americas LLC, an LLC that operates an Amazon e-commerce account and engages in health insurance sales. BBVA Global Wealth Advisors provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses a risk-profile-based approach combining strategic and tactical asset allocation with a range of investment products, including mutual funds, ETFs, structured products, and international offerings.

Miguel Carrillo is a financial advisor at Insigneo Advisory Services, LLC with 27 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 10 years before joining Insigneo in 2020. Outside of his advisory role, Carrillo serves as a director at Home Comfort Products Inc., a company representing various product lines. 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, firm-modeled multi-asset portfolios, third-party manager oversight, and consulting services, utilizing a combination of customized allocations and firm-modeled strategies across multiple asset classes.

Anna Somoza is a financial advisor at Insigneo Advisory Services, LLC with 39 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 15 years. Outside of advising, she is the owner of Island Mice, a business involved in ordering materials and overseeing production quality. 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 advisor-led portfolio construction and incorporates third-party macroeconomic research to tailor allocations across a range of global asset classes.

Michael Colombino is an investment advisor representative with Siebert AdvisorNXT, LLC. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior roles include positions at Muriel Siebert & Co., Inc., Prometheum Ember ATS Inc., and Stockcross. Outside of advisory work, he manages a part-time vacation rental in Florida. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through an investment supervisory platform that combines Modern Portfolio Theory with access to third-party and independent managers. The firm offers both discretionary and non-discretionary portfolio management with an emphasis on an automated, ETF/ETN-based allocation approach within a wrap-fee structure.

Mariano Scandizzo is a CFA® credentialed advisor at Insigneo Advisory Services, LLC with four years of industry experience. His career includes roles at Biscayne Americas and founding Scandizzo & Partners LLC prior to joining Insigneo, where he has served since 2021. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients through discretionary and non-discretionary portfolio management, including proprietary multi-asset portfolios and third-party manager oversight. The firm employs a committee-driven investment process combined with customized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures.

Javier Cortina Obregon is a financial advisor at Insigneo Advisory Services, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Intercam Advisors, Inc., Intercam Securities, Inc., and INTERCAM CASA DE BOLSA, SA de CV. He is also involved with an affiliated investment advisory business, dedicating part of his time to that role. 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 offers a range of managed accounts and investment products, combining customized allocations with firm-modeled portfolios overseen by an Investment Committee.

Jared Bolotin is a financial advisor at Prosperity - An EisnerAmper Company with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mass Mutual and MetLife Securities. He serves as the treasurer and executive board member of the Broward Sheriff's Advisory Council, where he assists with budgeting and grant approvals. Prosperity advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in assets and emphasizes asset allocation and diversification using both discretionary and non-discretionary management approaches.

Charles Howell is a CFP® with 21 years of industry experience, currently serving at IP Financial Advisory Services LLC. His background includes roles at Innovation Partners LLC and Bankers Life entities. He also serves as a trustee for the City of Hollywood General Employee Pension Fund and owns businesses in traffic education and accounting services. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on personalized portfolio management and financial planning. The firm offers a range of advisory and consulting services including actuarial analysis and managed account programs with discretionary authority to implement and rebalance investment strategies.

Salvador Diaz Bazan is a financial advisor at Insigneo Advisory Services, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Insigneo since 2019. Outside of his advisory role, he is the owner and CFO of Bonds Bio Systems Corporation, a contract research organization in Boston specializing in drug toxicity testing using organoids, and is also a partial owner of a bilingual daycare in Boston. 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 construction, incorporating global asset classes and third-party macroeconomic research.

John Dutkowski Canto is a financial advisor with Santander Securities LLC in Miami, FL, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Santander Securities since 2014 and has been involved with Santander International Private Banking since 2012. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Donald Wilcox is a financial advisor at ON Investment Management Company with 56 years of industry experience. He holds a Series 63 designation and has worked at The O.N. Equity Sales Co since 2002 and Paul Revere Insurance Company since 1974. Additionally, he is involved in a non-investment-related business selling life and disability insurance. ON Investment Management Company is a registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary management and access to multiple third-party investment programs.

Jorge Maldonado is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses. He has one year of industry experience and a background that includes roles at Insigneo Securities, LLC, Flagstar Bank N.A., and NEW TSI Holdings Inc. Prior to entering the financial industry, Maldonado worked in education for several years. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, utilizing a blend of committee-driven model portfolios and individualized advisor-led portfolio construction. The firm’s approach incorporates third-party macroeconomic research and ongoing portfolio monitoring to align investments with client goals and risk tolerance.

Maria Solanet is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Insigneo in 2023, she worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2015 to 2023. Outside of her advisory role, she is president and owner of La Verde Corp, a pass-through entity for tax purposes. Insigneo Advisory Services provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm combines customized allocations with firm-modeled portfolios overseen by an investment committee, utilizing a range of asset classes and strategies tailored to client needs.

Cesar Arana is a financial advisor at Insigneo Advisory Services, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Insigneo since 2017, following six years at Northeast Securities. 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 a range of services such as managed accounts, third-party manager oversight, and proprietary private placement vehicles, employing a combination of customized allocations and firm-modeled portfolios overseen by an Investment Committee.

Antonio Quelhas is a financial advisor at Insigneo Advisory Services, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing, UBS Financial Services, UBS International Inc., and Banc of America Investment Services. Outside of his advisory role, he is involved in managing a family partnership focused on farming and family real estate. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering a combination of discretionary and non-discretionary portfolio management through firm-managed multi-asset portfolios and third-party manager oversight. The firm’s investment approach integrates committee-driven model portfolios with advisor-led portfolio construction, incorporating global and emerging-market exposures tailored to client objectives.