Valeria Trauer is a financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. She holds Series 66 and Series 63 licenses. Her prior work includes roles at VectorGlobal WMG, Raymond James Financial Services, Inc., and Interaudi Bank. 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. The firm incorporates third-party macroeconomic research and features cross-border investment options including offshore funds and emerging markets.

Conny De La Torre is a CFP® and Series 66 licensed financial advisor with 12 years of industry experience. She is currently with Bolton Securities Corporation, working through Bolton Global Asset Management and Bolton Global Capital. Prior to this, she held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley. Conny is also co-owner and principal of two LLCs used for personal and accounting purposes. 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 employs an IAR-driven approach focused on tailoring portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

Kyle Hernandez is a Series 66 registered financial advisor with eight years of industry experience. He is currently with Insigneo Advisory Services, LLC and has previously worked at Kovack Advisors, Inc., Ameriprise, and OIG Wealth Management, LLC. Hernandez also serves as Vice President and Investment Advisor at Honest Wealth LLC. 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’s investment approach uses customized allocations alongside firm-modeled multi-asset portfolios, incorporating a range of asset classes and both proprietary and third-party strategies.

Felipe Ballestas is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has worked with Bolton Global Asset Management since 2016 and previously operated Ballestas Advisors LLC. Outside of his advisory work, he is the owner and president of Columbus Marine Ventures, Ltd., which operates a pleasure motor yacht for rental purposes. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a network of independent advisers and utilizes internal and third-party managers to deliver customized wealth management, focusing primarily on long-term investment strategies using mutual funds, ETFs, equities, and fixed income.

Ariel Kay is a Series 66-licensed financial advisor with Bolton Securities Corporation in Miami, FL, and has 17 years of industry experience. She has been associated with Bolton Global Asset Management and Bolton Global Capital since 2013. Outside of her investment advisory work, Kay is a licensed real estate agent in Florida and co-owns a boating 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, retirement plans, and banks. The firm’s independent adviser-driven approach customizes portfolios using a range of investment vehicles with a generally long-term orientation while allowing tactical adjustments.

Khush Patel is a financial advisor at New Edge Wealth with three years of industry experience. He holds a Series 66 designation and previously worked at NPC Financial. Patel is also associated with NewEdge Wealth, LLC, providing support for investment-related business serving ultra-high-net-worth individuals. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers a comprehensive range of advisory services focusing on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, proprietary investment solutions, and AI-assisted analytics.

Juan Pedro Umbert is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Percy Avetrani, M Kevin Lawhon, and Northwestern Mutual. Prior to his financial advisory roles, he spent three years at The Court Sports Gear. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs with a non-discretionary investment model. The firm uses client Investor Risk Profiles aligned with investment guides developed in conjunction with BBVA S.A.’s Global Wealth Investment Committee and emphasizes a combination of strategic and tactical asset allocation.

Muhammad Zia is a financial advisor at B. Riley Wealth Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including National Asset Management and National Securities Corp. Outside of his advisory role, he is the owner and president of an auto lease brokerage, MZ Auto Leasing Inc. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets and serving over 16,000 clients. The firm provides a broad range of services to individuals, high-net-worth clients, charities, corporations, and retirement plans through multiple advisory programs and proprietary asset allocation models.

Jose Cano is an investment advisor representative at Bolton Securities Corporation with 24 years of industry experience. He has held positions at Bolton Global Asset Management and Bolton Global Capital since 2021 and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2012 to 2021. Outside of his advisory role, he serves as an executor for a family estate in Mexico City and owns JJCV Capital, LLC, a securities and advisory business operated alongside Bolton. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, and retirement plans. The firm’s advisor-driven approach customizes portfolios using a mix of mutual funds, ETFs, equities, and fixed income with a generally long-term focus, while also facilitating access to third-party managers and wrap-fee platforms.

Eduardo Borberg is a financial advisor at GenTrust with 10 years of industry experience. He holds a Series 65 designation and has worked at Financorp Group International Corporation and GenTrust since 2014. Borberg serves on the Board of Directors of Financorp, a broker-dealer and FINRA member. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to individual and institutional clients, including high-net-worth individuals and pooled investment vehicles. The firm manages approximately $4.46 billion in assets with a team of about 20 advisors and employs a multi-faceted investment approach that includes discretionary and non-discretionary portfolio construction, asset allocation, and scenario-based risk management.

Michael Antczak is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Evensky & Katz/Foldes Wealth Management since 2024. His prior roles include positions at Goldman Sachs & Co. LLC and Bank of America. Evensky & Katz/Foldes Wealth Management is a fee-only advisory firm that provides comprehensive wealth management and financial planning services to individuals, trustees, retirement plans, charities, and small businesses. The firm uses a strategic asset allocation approach centered on client goals, combining low-cost index funds and ETFs with specialty allocations and alternative investments where appropriate.

Luis Delgado is a financial advisor at Boreal Capital Management LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors, LLC, and Wells Fargo Clearing Services, LLC. Outside of his advisory role, he manages LADC Capital Management LLC, providing insurance solutions related to life insurance and annuity products. Boreal Capital Management offers discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm uses an open-architecture platform combining internal and third-party portfolio management and serves a diverse client base, including high-net-worth and non-U.S. clients.

Jose Lau is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at PNC Investments, Insigneo Securities LLC, and BBVA Wealth Solutions Inc. He is also involved as an insurance agent with BBVA Global Wealth Insurance, Inc., receiving client referral fees. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices through portfolio advisory and wrap-fee programs. The firm emphasizes a non-discretionary investment approach that aligns client risk profiles with investment guides developed alongside BBVA S.A.’s Global Wealth Investment Committee and utilizes both strategic and tactical asset allocation.

Antonio Oliveira Moura is a financial advisor at Boreal Capital Management LLC with 23 years of industry experience. He holds a Series 66 designation and has worked with EFG Capital Advisors Inc. since 2016 and EFG Capital International Corp. since 2005. He serves as an observer to the Central America Bottling Corp Board of Directors meetings, attending quarterly sessions without compensation. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm uses an open-architecture platform combining internal and third-party portfolio management across multiple asset classes and serves a diverse client base including high-net-worth and non-U.S. clients.

Luiz David Azambuja is a financial advisor at Insigneo Advisory Services, LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Insigneo since 2018, following prior roles at Kovack Securities, Inc. and Capital Guardian, LLC. Azambuja serves as Vice President of the Brazilian American Chamber of Commerce of Florida, a nonprofit organization. Insigneo Advisory Services provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, and institutional clients. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and an investment committee to oversee performance across a broad range of asset classes.

Alvaro Quintero is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies for ultra-high-net-worth individuals, families, and corporations both in the United States and abroad. He focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. With a client focus that includes corporate executive services, executive compensation, family wealth management strategies, institutional consulting, and international wealth management, Alvaro brings over 20 years of experience to his role. His approach emphasizes simplicity and transparency in the complexities of investing, aiming to help clients understand the investment landscape, pursue their financial aspirations, and monitor their results and associated risks. Alvaro holds a Bachelor's Degree from Pontificia Universidad Javeriana, has completed certificate programs at Universidad Externado de Colombia and the University of Miami, and earned an MBA from the Kellogg School of Management at Northwestern University. He is fluent in Spanish and English. Outside of his professional work, Alvaro enjoys basketball, hiking, music, reading, scuba diving, soccer, spending time with his family, traveling, watching movies, and practicing yoga.

Felipe Valbuena Ospina is a CFP® and Series 66 credentialed financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. His prior roles include positions at VectorGlobal WMG and EFG Capital International, as well as EFG Bank. 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 strategies with global and emerging market exposures.

Maria Gonzalez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at PNC Managed Account Solutions, Inc. and BBVA Wealth Solutions Inc., among others. 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 overseen by an Investment Committee, utilizing a range of asset classes and allowing client-imposed investment restrictions.

George Perez is a financial advisor at GenTrust with 29 years of industry experience. He has been with GenTrust since 2011 and previously worked at Old City Securities LLC from 2015 to 2021. Perez holds Series 63 and Series 65 licenses and is a principal of both GenTrust and Catenary Asset Management, LLC, where he is a passive investor. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals, institutional clients, and financial intermediaries. The firm manages approximately $4.46 billion in assets and employs a comprehensive investment approach that integrates fundamental, technical, and macroeconomic analysis with a focus on asset allocation and risk management.

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.