Cara Vazquez is a financial advisor with New Edge Wealth in Miami, FL, holding Series 65 and Series 63 licenses and one year of industry experience. She previously worked at Power Sustainable for three years and at BlackRock for six years. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior to drive returns, offering tailored portfolio management through independent managers, model strategies, and proprietary investment solutions.

Zoraida Diaz is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She previously worked at UBS Financial Services Inc. for nine years before joining Insigneo in 2020. Diaz is also the owner of DM Wealth Management Group. 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 uses a combination of customized allocations and firm-modeled portfolios overseen by an investment committee, employing a range of asset classes and permitting client-imposed investment restrictions.

Edoardo Ribetti is a financial advisor at Insigneo Advisory Services, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining Insigneo in 2020. 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 employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party macroeconomic research and offering a range of investment options such as equities, fixed income, commodities, and alternative investments.

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 previously worked at Citibank for seven years and at Citibanamex for seven years. Cynthia holds a Series 66 designation and is based in Miami, FL. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs. The firm employs a non-discretionary investment approach that integrates client risk profiles with global investment guides and combines strategic and tactical asset allocation.

Martha Chinea is a financial advisor with Bolton Securities Corporation holding a Series 66 designation and 31 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Bolton Global Asset Management serves a diverse client base, including high-net-worth individuals, corporations, institutions, and charitable organizations, providing customized wealth management through independent investment adviser representatives. The firm employs a range of investment strategies and offers both discretionary and non-discretionary portfolio management.

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.

Jeffrey Kline is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 63 designation and over 53 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base, including individuals, corporations, trusts, institutional clients, and banking institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party research and allowing client-imposed investment restrictions.

Francisco Collado is a financial advisor at Insigneo Advisory Services, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with individualized advisor-led construction, utilizing third-party macroeconomic research to align investments with client objectives and risk tolerances.

Edgardo Medina Perez is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He has been affiliated with Mutual of Omaha in various capacities since 2016, including roles at Mutual of Omaha Insurance Company and as an insurance agent, as well as working as a mortgage loan originator. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed accounts, and retirement plan consulting. The firm utilizes Envestnet for managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Alis Ramirez is a financial advisor at New Edge Wealth with nine years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for seven years before joining New Edge Wealth and NewEdge Securities in 2022. Outside of her advisory role, she has experience managing a rental townhouse property. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive wealth strategy and portfolio management services, utilizing a diversified investment approach that includes model strategies, separately managed accounts, and alternative investments.

Rafael Moreno is a financial advisor at Boreal Capital Management LLC with 24 years of industry experience. He holds the Series 66 designation and has been associated with Mora Wealth Management LLC and Mora WM Securities LLC since 2012. Moreno serves as Vice President of the El Rio Condominium Association, a volunteer role with monthly meetings and no compensation. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm employs an open-architecture platform combining internal management with third-party and affiliated sub-advisers across various asset classes.

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.

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 13 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. In addition to her advisory role, she is Senior Vice President and 50% owner of Phoenix Private Wealth Management LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm combines customized allocations by individual advisors with firm-modeled multi-asset portfolios, utilizing third-party research and a range of investment strategies across various asset classes.

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 with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 designation and having one year of industry experience. Her prior work includes positions at Insigneo Securities LLC and PNC Bank. From 2016 to 2021, she was involved with Cascabel Salsa Gourmet. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs. The firm employs a non-discretionary investment approach that aligns client risk profiles with investment guides developed in collaboration with BBVA S.A.’s Global Wealth Investment Committee, incorporating both strategic and tactical asset allocation.

Christopher Neubert is a CFP® with 48 years of industry experience. He is currently with Moneco Advisors, where he has worked since 2014, and has also been associated with LPL Financial since 1994. Outside of his advisory work, Neubert assists clients with tax return preparation using TurboTax and serves as a notary public. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients. The firm offers fee-based portfolio management, retirement plan consulting, and access to various advisory programs, employing a range of investment strategies and ongoing portfolio monitoring to tailor asset allocation to client goals and risk tolerances.

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.