Felix Fuertes is a financial advisor at Aegis Capital Corp. with 26 years of industry experience. He holds a Series 66 designation and has been with Aegis Capital Corp. since 2017, following a two-year tenure at Northeast Securities Inc. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and handles trade execution, clearing, custody, and reporting for program clients.

Andrea Hernandez Zavarce is a financial advisor at Insigneo Advisory Services, LLC with three years of industry experience. She holds the Series 66 designation and has worked at Insigneo since 2023, with prior experience at Folionet Advisers LLC and Folionet Financial LLC. Before entering the financial sector, she spent over a decade in education roles at Universidad Metropolitana and Colegio Los Campitos. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers customized portfolios and firm-modeled investment strategies across various asset classes, combining individual adviser input with a dedicated Investment Committee and third-party research.

Emilio Torrealba Charinga is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Equitable Advisors. Outside of advisory work, he is active as an insurance agent focusing on life, health, annuities, and final expenses, and he also works part-time with Uber Technologies Inc. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platforms like Envestnet and Pershing, and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Javier Sanchez is a financial advisor at GenTrust with 11 years of industry experience. He holds a Series 65 designation and has been with GenTrust since 2016, following two years at LourdMurray. 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 and employs a multi-disciplinary investment approach that includes discretionary and non-discretionary portfolio construction, combining fundamental, technical, and macroeconomic analysis.

Omar Macias is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has previously worked at Snowden Lane Partners, Wells Fargo Clearing Services, and Raymond James & Associates. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, providing portfolio management, investment consulting, financial and estate planning, and advisory programs. The firm combines multi-team scale with institutional capabilities, offering customized portfolios and access to third-party managers across a range of investment tools.

Eduardo Alvarez Andreu is a financial advisor at Snowden Capital Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for nine years. Outside of his advisory role, he is an officer of Andreu Properties LLC. Snowden Capital Advisors serves high-net-worth individuals, family offices, and institutional clients by providing portfolio management, investment consulting, and financial and estate planning services. The firm combines multi-team scale with institutional capabilities, utilizing customized model portfolios and third-party manager selection.

Victor Hebditch is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Insigneo Advisory Services, LLC since 2024. His prior roles include positions at Advisory Investor Services, Miura Capital LLC, Wells Fargo Clearing, and Morgan Stanley. Outside of his advisory work, he manages a pass-through entity for tax purposes. 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 construction. The firm integrates third-party macroeconomic research and oversees global and emerging-market investments, with notable cross-border operations and an affiliated broker-dealer.

Hernan Nosiglia is a financial advisor at Insigneo Advisory Services, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Insigneo Advisory Services since 2017. Nosiglia also serves as a financial advisor for asset allocation modeling within the firm. Insigneo Advisory Services provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled portfolios overseen by an Investment Committee, using both proprietary and third-party strategies across various asset classes.

Lane Jones is a CFP®, CFA®, and Series 65 credentialed advisor with 21 years of industry experience. He has been with Evensky & Katz/Foldes Wealth Management since 2014. The firm provides fee-only wealth management and investment advisory services to individuals, trustees, retirement plans, charities, and small businesses. Evensky & Katz/Foldes Wealth Management employs a wealth-management approach focused on client goals, using strategic asset allocation with a core-and-satellite equity framework, primarily utilizing low-cost index funds and ETFs supplemented by specialty allocations and alternative investments where appropriate.

Marivi Rodriguez is a financial advisor at Snowden Capital Advisors LLC with 32 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Snowden Lane Partners and Wells Fargo in various advisory roles. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients with customized portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities and offers access to a broad range of investment tools and third-party manager programs.

Jose Cabrera is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Raymond James & Associates for 10 years before joining Insigneo in 2025. Cabrera is also an owner and authorized member of The Americas Financial Group, a brand for brokerage and advisory business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm combines customized allocations with firm-modeled portfolios and uses third-party macroeconomic research to monitor performance across a broad range of asset classes.

Eduardo Vega is a financial advisor at NewEdge Wealth with 28 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining NewEdge Wealth and NewEdge Securities in 2022, he worked at UBS Financial Services from 2013 to 2022. NewEdge 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 including wealth strategy, financial planning, discretionary and non-discretionary portfolio management, and institutional consulting, managing over $12 billion in regulatory assets as of year-end 2024.

Beverly Curmanskie is a financial advisor at Ausdal Financial Partners, Inc. with 35 years of industry experience. She holds a Series 63 designation and has worked at firms including American Portfolios and National Life of Vermont. Outside of her advisory role, she owns Beverly Curmanskie Financial, where she sells various insurance products to clients. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering advisory programs, retirement plan services, and financial planning with a range of investment strategies and custodial options.

Federico Alonso is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at Bolton Global Capital/Bolton Global Asset Management since 2021, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is co-owner and managing director of Esphera Capital, LLC, an investment-related business established in 2024. 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 approach is tailored to client goals and risk tolerance, utilizing a range of investment vehicles with a generally long-term orientation alongside tactical trading and rebalancing.

Mayelin Alvarez is a Series 65-licensed advisor with Mariner Independent, based in Doral, FL, and has two years of industry experience. She has held roles at Kaufman Rossin Wealth, LLC and Mass Mutual, and currently offers investment services through Imperio Wealth Advisors and life insurance planning as an agent. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm supports both model portfolios and advisor-level discretionary management, with integrated institutional and retirement plan resources.

Moises Nudel is a financial advisor at Insigneo Advisory Services, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Insigneo since 2014, including roles at affiliated entities. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm combines customized allocations with firm-modeled portfolios, employing a range of investment strategies across multiple asset classes and offering both discretionary and non-discretionary management.

Bernardo Lucena is a financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked for Efg Capital International Corp for 10 years before joining Insigneo in 2020. Outside of his advisory role, he is a member and volunteer of the Rotary Club of Hialeah-Miami Springs. 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 advisor-driven allocations with firm-modeled multi-asset portfolios, utilizing a range of investment strategies across various asset classes.

Johnny Zighelboim is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 16 years. Outside of his advisory role, he is co-owner of Pathway Wealth Management, LLC, an investment-related business managed outside of regular business hours. 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’s approach is driven by independent investment adviser representatives who tailor portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical adjustments.

Flavio Landivar is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Evensky & Katz/Foldes Wealth Management and has previously worked at Raymond James & Associates and Wells Fargo Advisors. Evensky & Katz/Foldes Wealth Management is a fee-only advisory firm serving individuals, trustees, retirement plans, charities, and small businesses. The firm focuses on comprehensive financial planning and discretionary portfolio management using a wealth-management approach centered on client goals, combining strategic asset allocation with low-cost index funds, ETFs, and selective alternative investments.

Alberto Valdes is a financial advisor at Insigneo Advisory Services, LLC with 23 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Citigroup and Raymond James Financial Services. Outside of his advisory role, he has ownership interests in a tax planning firm and a business venture open for future opportunities. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, utilizing a blend of committee-driven model portfolios and individualized advisor-led portfolio construction. The firm offers diverse global asset allocations and oversight of both discretionary and non-discretionary portfolios.