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.

Alejandro Ruiz is a CFP® and holds a Series 66 license with four years of industry experience. He has been with Evensky & Katz/Foldes Wealth Management since 2021, following a year at Equitable Advisors and prior roles including work at the University of Miami and Gibson Bethel Community Center. Evensky & Katz/Foldes Wealth Management serves individuals and institutions such as high-net-worth clients, entrepreneurs, corporate executives, trusts, estates, charities, and retirement plans. The firm offers fee-only wealth management and financial planning focused on planning-driven strategies, using low-cost index and ETF exposures combined with satellite allocations, tax- and cost-efficient management, and discretionary monitoring.

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.

Felipe Colon is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and LPL Financial. Outside of his advisory role, he serves on the Board of Trustees for New College of Florida and chairs the college’s financial education program. He is also a podcaster and managing member of the Sarasota SPEAX Podcast, which focuses on community advocacy. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management and financial planning, employing customized portfolios that range from passive to tactical strategies tailored to client objectives and risk tolerance.

Joshua Mungavin is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Evensky & Katz/Foldes Wealth Management in Coral Gables, FL. He has been with the firm since 2014. Evensky & Katz/Foldes Wealth Management provides fee-only wealth management and investment advisory services to individuals, trustees, retirement plans, charities, and small businesses. The firm uses a wealth-management approach centered on client goals, combining strategic asset allocation with an equity core-and-satellite framework that includes low-cost index funds and ETFs alongside specialty allocations and alternative investments where appropriate.

Jason Benson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses. He has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2025. Prior to his advisory role, he worked at Chipotle and has experience in education and aquatic complex management. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and third-party money manager relationships. The firm operates within the Mutual of Omaha group, offering financial planning and retirement consulting across a multi-team platform supported by Envestnet and Pershing.

Salvador Diaz Bazan is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Insigneo Advisory Services and its affiliated broker-dealer since 2019 and previously worked at Insight Securities, Inc. He owns Diaz-Bazan Asset Management LLC and is a part-owner and CFO of Bonds Bio Systems Corporation, a contract research organization focused on pharmaceutical drug testing in Boston. Additionally, he and his wife are investors in a bilingual daycare in Boston. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients with discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios and individualized advisor-led construction, utilizing third-party macroeconomic research to align portfolios with client objectives and risk tolerances across global asset classes.

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 been with Santander Securities since 2014 and has also worked with Santander International Private Banking since 2012. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products. The firm employs third-party discretionary investment managers and emphasizes compliance oversight, tax overlays, and ESG options in its investment approach.

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 with Insigneo Advisory Services, LLC, holding a Series 66 designation and 21 years of industry experience. Prior to joining Insigneo in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, Quelhas manages a family partnership involved in farming and family 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 model portfolios and advisor-led portfolio construction. The firm incorporates third-party macroeconomic research and maintains a notable cross-border investment approach, including offshore funds and emerging market exposures.

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.

Charles Miller is a financial advisor with Valley Wealth Managers, Inc. He holds Series 63, 65, and 66 licenses and has 26 years of industry experience. Prior to joining Valley Wealth Managers, he worked at Synovus Securities, Inc., Synovus Bank, and Equitable Advisors, LLC. Outside of his advisory work, he serves as an Associate Board Member at Baptist Health South Miami Hospital, where he helps coordinate fundraising events. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, employing a client-specific investment process that includes tactical asset allocation and proprietary equity valuation to build diversified portfolios.

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.

Katherine Sojo Trujillo is a CFP® and holds a Series 65 license with 10 years of industry experience. She has been with Evensky & Katz/Foldes Wealth Management since 2015. Evensky & Katz/Foldes Wealth Management is a fee-only advisory firm serving individuals, trustees, retirement plans, charities, and small businesses. The firm uses a wealth-management approach centered on client goals, combining strategic asset allocation with core-and-satellite portfolios primarily composed of low-cost index funds and ETFs.

Juan Ruiz is a CFP® with 18 years of industry experience, currently affiliated with M Holdings Securities, Inc. and Interamerican Financial Consulting. He has worked with PRUCO Securities, LLC and Prudential Insurance Company of America since 2007. Outside of his advisory roles, he is the owner of a corporation that holds title to a boat and serves as president of an LLC created to own a vessel. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, and financial planning through a network of independent advisors and sponsored platforms.

David Munoz is a financial advisor at GenTrust in Miami, FL, holding a Series 65 designation with five years of industry experience. He has been with GenTrust since 2013. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base including high-net-worth individuals, pooled investment vehicles, and financial intermediaries. 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 fundamental, technical, and macroeconomic analysis combined with scenario-based risk management and valuation adjustments.

Woong Seong Hwang is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Snowden Lane Partners since 2017 and previously spent 15 years at Merrill. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, providing portfolio management, investment consulting, financial and estate planning, and access to a diverse range of investment tools and third-party managers.

Franklin Christophers is a financial advisor with StoneX Advisors Inc. in Miami, FL, holding Series 63 and Series 65 licenses and with 25 years of industry experience. Prior to joining StoneX, he spent 13 years at Bolton Global Asset Management and Bolton Global Capital. He is also co-owner and Managing Director of Brightstone Capital, LLC, where he manages investment advisory services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm delivers these through independent Financial Advisors and an in-house Private Client Group, utilizing various platforms and third-party money managers to implement customized investment strategies.