Elisea Frishberg is a financial advisor with Compass Financial Management LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. She previously led the Elisea Frishberg Advisory Group and worked at Crocker, White & Frishberg Advisory Group. Outside of advising, she is an independent insurance agent and manages a financial education media business. Compass Financial Management LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, using a multi-disciplinary investment process across various asset classes.

Astrid Arias Ruiz is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. She has been with Insigneo Advisory Services since 2016 and Insigneo Securities since 2015. Outside of her advisory role, she is president and a 50% owner of A3 Advisory LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm offers customized allocations, firm-modeled multi-asset portfolios, and third-party manager oversight, utilizing a range of investment strategies across various asset classes.

Martin Latugaye is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at Insigneo Advisory Services and Insigneo Securities since 2017 and previously at Northeast Securities Inc. from 2010 to 2017. Outside of his advisory role, he is involved with GALODEN COMPANY SA, a financial advisory firm in Uruguay, and serves as a shareholder and director of Surfing Academy Corp., a personal investment company. Insigneo Advisory Services provides investment advisory and portfolio management to individuals, corporations, trusts, institutions, and banking clients. The firm combines customized allocations with firm-modeled multi-asset portfolios overseen by an Investment Committee, utilizing a range of investment strategies and client-imposed restrictions.

Juan Ruiz is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is associated with M HOLDINGS SECURITIES, Inc. and Interamerican Financial Consulting Group, where he serves as Chief Executive Officer. Ruiz has previously worked with Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of financial services, he is involved in managing a corporation and an LLC that hold ownership of a recreational vessel. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, utilizing both in-house portfolio managers and third-party sub-advisors to deliver investment management and financial planning solutions.

Jacob Guevara Sr. is a financial advisor at Bison Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at The Pacific Financial Group, Inc. and Independent Financial Partners. In addition to his financial advisory role, he has served as a Deputy Sheriff with the Broward County Sheriff's Office since 1995 and is president of Gold Star Financial Planning, Inc., a non-investment-related company. Bison Wealth serves individuals, high net worth clients, family offices, and various organizations by providing financial planning, portfolio management, and ERISA retirement plan services. The firm’s investment approach utilizes outcome-focused, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies and offers specialized services including a Turnkey Asset Management Platform for other advisers.

David Munoz is a financial advisor at GenTrust with 13 years at the firm and five years of industry experience. He holds a Series 65 designation and is based in Miami, FL. GenTrust is an SEC-registered investment adviser that provides 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 investment approach combined with fundamental, technical, and macroeconomic analysis, incorporating AI-enabled tools alongside human oversight.

Franklin Christophers is a financial advisor at StoneX Advisors Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bolton Global Asset Management, Bolton Global Capital, Citigroup Global Markets, and LPL Financial. Christophers is a co-owner and Managing Director of Brightstone Capital, an investment advisory entity. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm employs a variety of model-based solutions and third-party money managers to implement investment strategies across multiple account structures.

Barbara Sacharow is a financial advisor with Modern Wealth Management, LLC, holding a Series 66 credential and 21 years of industry experience. Her prior work includes roles at LWM Advisory Services, LLC, LPL Financial, and Ameriprise. She has involvement with a business named The Wolf Cry, Inc., which is not held out to the public. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and various third-party management tools.

Charles Skemp is a Series 65–licensed advisor at IPI Wealth Management, Inc. in Miami, FL, with two years of industry experience. His work background includes roles at various companies, including investment advisory positions at Skemp Company and Investment Planners Inc. He is also involved with Skemp Financial Group, LLC, a non-investment real estate venture focused on buying and selling properties. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in assets through a team of 66 advisors and employs an open-architecture approach with proprietary, risk-based portfolios managed on a discretionary basis.

Otto Ballesteros is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Insigneo, he worked at UBS Financial Services and Citibank in various roles from 2018 to 2026. Outside of advising, he is a passive member of family businesses involved in logistics and real estate. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed portfolios and third-party manager oversight. The firm utilizes a combination of committee-driven model portfolios and individualized advisor-led portfolio construction, with exposure to global and emerging markets and flexible client arrangements.

Andrea Hernandez Zavarce is a financial advisor at Insigneo Advisory Services, LLC with three years of industry experience. She holds the Series 66 designation and has worked at Insigneo since 2023, with prior experience at Folionet Advisers LLC and Folionet Financial LLC. Before entering the financial sector, she spent over a decade in education roles at Universidad Metropolitana and Colegio Los Campitos. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers customized portfolios and firm-modeled investment strategies across various asset classes, combining individual adviser input with a dedicated Investment Committee and third-party research.

Lizeth Kishel is a CFP® professional with four years of industry experience, currently serving at Modera Wealth Management, LLC since 2022. She previously worked at Homrich Berg Wealth Management, Ameris Bank, Wells Fargo Private Bank, and SunTrust Banks. Kishel serves as Public Relations Director on the board of the Financial Planning Association, managing social media and leading a volunteer team to promote the organization’s events. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy rooted in Modern Portfolio Theory and integrates traditional investment management with in-house accounting and tax services.

Javier Sanchez is a financial advisor at GenTrust with 11 years of industry experience. He holds a Series 65 credential and has worked at GenTrust since 2016, following two years at LourdMurray. GenTrust is an SEC-registered investment adviser that serves individuals, families, pooled vehicles, and institutional clients. The firm employs an asset-allocation driven approach combining fundamental, technical, and macroeconomic analysis with scenario-based risk management and utilizes AI-enabled tools alongside human oversight to construct customized portfolios.

Victor Hebditch is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Insigneo Advisory Services, LLC since 2024. His prior roles include positions at Advisory Investor Services, Miura Capital LLC, Wells Fargo Clearing, and Morgan Stanley. Outside of his advisory work, he manages a pass-through entity for tax purposes. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through model portfolios and individualized advisor-led construction. The firm integrates third-party macroeconomic research and oversees global and emerging-market investments, with notable cross-border operations and an affiliated broker-dealer.

Hernan Nosiglia is a financial advisor at Insigneo Advisory Services, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Insigneo Advisory Services since 2017. Nosiglia also serves as a financial advisor for asset allocation modeling within the firm. Insigneo Advisory Services provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled portfolios overseen by an Investment Committee, using both proprietary and third-party strategies across various asset classes.

Federico Alonso is a Series 66-licensed advisor with Bolton Securities Corporation, based in Miami, FL, with 15 years of industry experience. He has worked at Bolton Global Capital and Bolton Global Asset Management since 2018 and previously at Wells Fargo Clearing from 2016 to 2021. Outside of his advisory work, Federico is co-owner and Managing Director of Esphera Capital, LLC, and owns Manuisa Holdings, LLC. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized wealth management through a network of independent advisers, employing a range of strategies using mutual funds, ETFs, equities, and fixed income, with an emphasis on long-term and diversified portfolio management.

Catherine Muturi is a financial advisor with Principal Advised Services in Weston, FL, holding Series 63 and Series 65 licenses and having three years of industry experience. Her prior roles include positions at Charles Schwab and Raymond James, among others. She provides one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party and proprietary models to deliver both non-discretionary recommendations and discretionary investment management, operating within the Principal Financial Group family.

Mayelin Alvarez is a Series 65-licensed advisor with Mariner Independent, based in Doral, FL, and has two years of industry experience. She has held roles at Kaufman Rossin Wealth, LLC and Mass Mutual, and currently offers investment services through Imperio Wealth Advisors and life insurance planning as an agent. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm supports both model portfolios and advisor-level discretionary management, with integrated institutional and retirement plan resources.

Moises Nudel 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 been with Insigneo since 2014, including roles at affiliated entities. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm combines customized allocations with firm-modeled portfolios, employing a range of investment strategies across multiple asset classes and offering both discretionary and non-discretionary management.

Bernardo Lucena is a financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked for Efg Capital International Corp for 10 years before joining Insigneo in 2020. Outside of his advisory role, he is a member and volunteer of the Rotary Club of Hialeah-Miami Springs. 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 combines customized advisor-driven allocations with firm-modeled multi-asset portfolios, utilizing a range of investment strategies across various asset classes.