Joaquin Dupont is a financial advisor at Bolton Securities Corporation with 18 years of industry experience. He holds the Series 66 designation and has worked at Bolton Global Asset Management and Bolton Global Capital since 2021, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a managing partner of Dolfina Group LLC and a managing director of Esphera Capital, LLC, both involved in investment-related businesses. 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, and institutions. The firm employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a generally long-term orientation while allowing tactical adjustments.

Andres Brik is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for five years. He is a limited partner in Elion Partners LLC, a real estate investment firm. 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 allocations with firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and allowing for client-imposed investment restrictions.

Fabiola Bravo Serjant is a financial advisor at Mora Capital Management, LLC in Miami, FL, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Boreal Capital Securities LLC, Raymond James, and Amerant Bank NA. Mora Capital Management provides investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm employs an open-architecture investment process combining fundamental and technical analysis, third-party manager selection, and customized solutions tailored to client objectives.

Ruben Hernandez is a financial advisor with Boreal Capital Management LLC in Miami, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Mora Wm Securities LLC since 2012. Hernandez is a limited partner and passive investor in China Investment Venture. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm utilizes an open-architecture platform that integrates internal portfolio management with third-party and affiliated sub-advisers across various asset classes.

Diego Laiz Moyano is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 65 licenses with 9 years of industry experience. He has worked at BBVA in various capacities since 2014 and was previously with PNC from 2021 to 2024. Outside of his advisory role, he is involved with BBVA Global Wealth Insurance, Inc. as an insurance agent, referring clients to the agency. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices through portfolio advisory and wrap-fee programs. The firm’s investment approach combines strategic and tactical asset allocation, emphasizes non-discretionary client control over trades, and incorporates an international focus leveraging BBVA S.A.’s research and third-party models.

Larry Rozas is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 65 and Series 63 credentials and 13 years of industry experience. He has worked at several firms, including CITI International Financial Services LLC and Merrill. Rozas is the owner of two entities, Windhorse Corp. and Windhorse Fund LLC, which are currently inactive and unrelated to his investment activities. Bolton Global Asset Management, where Rozas is affiliated, provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers portfolio management through a combination of internal management, unaffiliated money managers, and third-party programs, with a focus on customized wealth management and a primarily long-term investment approach.

Angel Colina is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked with Morgan Stanley and its affiliated private banks from 2012 to 2023. Outside of finance, he is president and owner of Le Printemps Florist, a retail flower shop in Miami. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, and institutional clients. The firm offers discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services, employing a combination of customized allocations and firm-modeled strategies overseen by an Investment Committee.

Marco Oreamuno is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 21 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2010 to 2019. Outside of his advisory work, he owns Lions Hills Investments, LLC, an entity used to facilitate securities and investment advisory operations. 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 emphasizes a tailored, IAR-driven investment approach that incorporates mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation while allowing tactical adjustments.

Mariana Foerster is a financial advisor at Insigneo Advisory Services, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at several firms including Loyola Asset Management LLC and Private Client Services. She serves as Vice President of Programs for the Sunset Elementary PTA, where she focuses on enhancing community events and STEM initiatives. 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 advisor-led construction that incorporate global asset classes and third-party research.

Vivian Pino is a financial advisor at Insigneo Advisory Services, LLC with 29 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for 13 years. She has been with Insigneo since 2021. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized allocations, third-party manager oversight, and proprietary private placement vehicles, utilizing a range of asset classes and investment strategies monitored by an Investment Committee.

Camilo Gomes 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 several firms including Morgan Stanley, UBS Financial Services, and BTG Pactual. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, blending committee-driven model portfolios with advisor-led portfolio construction and incorporating global asset classes and emerging-market exposures.

Ciro Vasquez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Mercantil Commercebank Investment Services for 12 years before joining Insigneo in 2021. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers both discretionary and non-discretionary managed accounts, proprietary multi-asset portfolios, third-party manager oversight, and consulting services, utilizing a combination of customized allocations and firm-modeled strategies.

Armando Tous is a financial advisor at Insigneo Advisory Services, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citigroup Global Markets for 15 years. He is also the owner and president of VAV Corp, a pass-through entity for tax purposes. Insigneo Advisory Services provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm combines customized allocations and firm-modeled portfolios with third-party research to manage a diverse range of asset classes.

Ignacio Arata is a CFA® charterholder with 23 years of industry experience, currently serving at Insigneo Advisory Services, LLC. He has held roles at Insigneo Securities, LLC since 2017 and Julius Baer since 2015. Outside of his advisory work, he acts as a Protector of a trust, overseeing the trustee without control over funds or investment decisions. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, incorporating third-party research and allowing client-imposed investment restrictions.

Delvis Llanes is a financial advisor with Dynamic in Miami, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Dynamic Wealth Advisors, doing business as Arrow Wealth Management, since 2013. Outside of his advisory work, Mr. Llanes owns Miami Charter Group, LLC, which offers private yacht charters in the Miami area. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and other advisers. The firm employs a long-term, client-specific portfolio construction process and provides a range of investment management and support services, with a particular focus on serving other registered investment advisers.

Lorenzo Ramos Gonzalez is a financial advisor at Boreal Capital Management LLC with a Series 65 designation and over 30 years of industry experience, including a long tenure at Citibank Mexico. He joined Boreal Capital Management in 2025. Outside of his advisory role, he is involved as an owner and director of a real estate entity in Madrid, Spain. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm operates an open-architecture platform combining internal portfolio management with third-party and affiliated sub-advisers across various asset classes.

Adrian Perez De Vargas Munoz is a CFA® charterholder based in Miami, FL, with one year of experience at BBVA Global Wealth Advisors, Inc. He has an extensive background at BBVA, having held various roles there since 2016. BBVA Global Wealth Advisors serves individual and high-net-worth clients, as well as businesses and family offices, primarily through portfolio advisory and wrap-fee programs. The firm’s investment process incorporates client risk profiles aligned with guidance from BBVA S.A.’s Global Wealth Investment Committee and utilizes a mix of strategic and tactical asset allocation, with clients generally retaining final trade approval.

Sugeidy Mederos is a financial advisor at StoneX Advisors Inc. with 19 years of industry experience. She holds a Series 66 designation and previously worked for Bolton Securities Corporation and Bolton Global Capital for 12 years. Outside of her advisory role, she serves as Vice President of Zenith Wellness Miami, a massage therapy business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, employing various platforms and third-party managers to implement investment strategies.

Santiago Tolomei is a CFA® credentialed financial advisor with 16 years of industry experience. He is currently with Insigneo Advisory Services, LLC and has held various roles within affiliated Insigneo entities since 2022. Prior to joining Insigneo, he worked at Citibank NA Uruguay and CITI International Financial Services LLC. Outside of his advisory role, he holds ownership and directorship positions in two personal investment companies based in the British Virgin Islands. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm’s approach combines committee-driven model portfolios and individualized advisor-led construction, incorporating global asset classes, emerging-market exposure, and third-party macroeconomic research.

Albert Philion Jr. is a CFP® professional with over 33 years of experience in financial advisory. He is currently with Insigneo Advisory Services, LLC, where he has worked since 2020. His prior experience includes five years at UBS Financial Services. Outside of his advisory role, he holds minority ownership stakes in several startup companies, including an Italian restaurant in London. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base, including individuals, corporations, trusts, and institutional clients. The firm offers customized investment solutions and employs a combination of firm-modeled portfolios and third-party research in its investment process.