Daniel Friedman is a financial advisor at Mission Wealth Management, LP with two years of industry experience. He holds a Series 65 credential and has worked previously at Singer Wealth and ToYourDoorMedical. Mission Wealth Management, LP is a multi-team advisory firm serving high-net-worth individuals, families, and institutional clients including non-profits and pension plans. The firm offers wealth management, portfolio management, financial planning, and institutional retirement plan services using a tiered service model tailored to client complexity and asset size.

Patrick Dwyer is a financial advisor at New Edge Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Boston Private Wealth, Bank of America, and Merrill. Outside of his advisory role, he serves as an advisory board member for the Key Biscayne Community Foundation and the South Florida Neuroscience Center. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that integrates asset allocation, investor behavior, and a range of strategies including proprietary solutions, alternative investments, and third-party managers.

Dov Lasry is a CFP® with 11 years of industry experience, currently serving as an advisor at J. Safra Asset Management Corporation since 2017. He previously worked at Hapoalim Securities USA from 2014 to 2017. J. Safra Asset Management Corporation is an SEC-registered investment adviser that provides portfolio management and investment consulting services to individuals, high-net-worth investors, corporations, and institutions. The firm combines fundamental security analysis and manager due diligence with a macroeconomic overlay, managing roughly $4.6 billion across diverse client types and investment strategies.

Daryl Pereira Dennis is a financial advisor at MissionSquare Retirement with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Icma Rc since 2017 and previously at FOLIOfn Investments, Inc. from 2014 to 2017. Based in Miami, FL, Dennis focuses on retirement plan administration and advisory services. MissionSquare Retirement serves state and local government employers, employees, and select non-profit entities by providing deferred compensation and qualified retirement plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and offered through multiple channels within MissionSquare-administered accounts.

Harold Calveira Leon is a financial advisor at Insigneo Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Cal-Maine Foods. His career has been primarily focused within the Insigneo group of companies. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm’s investment approach combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating third-party macroeconomic research and ongoing monitoring.

Guillermo Porras is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at BCI Securities, Safra National Bank of New York, and EFG Capital Advisors Inc. He is currently associated with both Insigneo Advisory Services and its affiliated broker-dealer, Insigneo Securities LLC. 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 customized allocations alongside firm-modeled multi-asset portfolios, incorporating third-party research and periodic reviews, and offers a range of investment options including equities, fixed income, and alternative investments.

Gabriel Ayerbe Lopez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley before joining Insigneo in 2022. 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 employs a combination of customized allocations and firm-modeled portfolios, using a range of investment strategies and third-party research to monitor performance.

Jose Ferreira is a Series 66-licensed financial advisor with Bolton Securities Corporation, based in Miami, FL, and has 13 years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2015. Ferreira is also the owner of Elysium Capital, LLC, through which he operates securities and investment advisory 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, corporations, retirement plans, and banks or trusts. The firm employs an independent adviser representative model to tailor portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term investment approach.

Juan Clemenza is a financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at CitiGroup Global Markets Inc for 15 years. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with advisor-led portfolio construction, incorporating third-party macroeconomic research to align investments with client objectives and risk tolerances.

Elias Fakhouri is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2023. 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 offers customized and model-driven portfolios, third-party manager oversight, and consulting services, utilizing a diverse range of asset classes and allowing client-imposed investment restrictions.

Juan Baca is a financial advisor with BBVA Global Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining BBVA Global Wealth Advisors in 2024, he worked at Insigneo Securities LLC and PNC Investments. Outside of his advisory role, he is a co-owner of Diaz Coffee Distribution LLC, a semi-truck equipment rental business. 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 with a non-discretionary investment approach that incorporates strategic and tactical asset allocation based on detailed investor risk profiles and research from BBVA S.A.’s Global Wealth Investment Committee.

Berta Epelbaum is a financial advisor with Valley Wealth Managers, Inc. She holds the Series 66 designation and has 21 years of industry experience. Prior to joining Valley Wealth Managers in 2023, she worked for Leumi Investment Services Inc. and Bank Leumi USA for 19 years. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment process, using a combination of equities, fixed income, and cash, with portfolios typically holding individual securities alongside mutual funds and ETFs when appropriate.

Gabriel Ferreira Rizzo is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and six years of industry experience. He has worked at Bolton Global Capital since 2018 and has prior experience in finance-related roles at Florida International University, Arbitral Finance, Miami Dade College, and Areal Santa Rosa. Bolton Global Asset Management is a registered investment adviser offering asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm provides customized wealth management through a network of independent advisers, using a variety of investment vehicles and emphasizing a primarily long-term approach.

Lucio Pachiardi is a financial advisor at Insigneo Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Citibank NA and its affiliated companies prior to joining Insigneo. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, blending committee-driven model portfolios and advisor-led portfolio construction with exposure to global asset classes and emerging markets.

Kyle Kelly is a financial advisor at Impact Partnership Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms, including Madison Avenue Securities, LLC, Global Wealth Management Investment Advisory, Inc., and TradeStation Securities, Inc. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm utilizes a range of investment strategies through firm-managed, third-party, and advisor-managed models, supported by an affiliated network of broker-dealers, insurance marketing organizations, and other related entities.

Mauricio Ranut is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He is currently with Insigneo Advisory Services, LLC and its affiliate, Insigneo Securities, where he has worked since 2022. His prior experience includes roles at MMBG Investment Advisors Co and BNY Mellon Pershing. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management that integrates committee-driven model portfolios and individualized advisor-led construction across diverse global asset classes.

Jose Martinez Mendoza is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 credential with two years of industry experience. He previously worked at BBVA Switzerland for two years and Banco Sabadell SA for six years. 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 aligned with client risk profiles and leverages both BBVA S.A.’s global investment resources and selected third-party models.

Giovanni Corrado is a financial advisor with BBVA Global Wealth Advisors, INC. in Miami, FL, holding a Series 65 credential and with two years of industry experience. He has previously worked at Republic Capital Adviser LLC, Gerson Lehrman Group Inc., Bloomberg LP, and Franklin & Marshall College. Outside of his advisory work, Corrado is involved in RegTech consulting through expert networks and owns a holding company that receives consulting income from these activities. 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 approach, where clients retain final decision authority. The firm’s investment process incorporates strategic and tactical asset allocation guided by BBVA S.A.’s Global Wealth Investment Committee and selected third-party models, with an emphasis on international investment solutions.

Philip Hammer is a financial advisor at Saxony Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Saxony Securities since 2010. He operates a DBA known as Glastonburg Group. Saxony Capital Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team model with 38 advisors serving several hundred client relationships and offers discretionary asset management alongside hourly or flat-fee financial planning and consulting.

Jesus Corao Guma is a financial advisor with Santander Securities LLC in Miami, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at Santander Securities since 2017 and has been associated with Santander International Private Banking since 2016. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and other financial services through a managed-account platform with third-party investment managers and emphasizes ongoing suitability reviews and compliance oversight.