Michael Antczak is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently with Evensky & Katz/Foldes Wealth Management and previously held roles at Goldman Sachs & Co. LLC, Bank of America, Merrill, PNC Wealth Management, and Morgan Stanley. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a core-and-satellite investment approach focused on low-cost index and ETF cores combined with select active and alternative strategies, guided by a written Investment Policy Statement and ongoing tax- and cost-efficient monitoring.

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.

Andres Kovacs is a CFA® charterholder with experience at BBVA Global Wealth Advisors, Inc. and Vizcaya Capital, among other roles. He is currently based in Miami, FL, and has held both advisory and academic positions. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices through a network of financial advisors. The firm uses a combination of strategic and tactical asset allocation informed by internal and third-party research, offering portfolios that include mutual funds, ETFs, UCITS, structured products, and individual securities.

Jose Lau is a financial advisor at BBVA Global Wealth Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including PNC Investments and Insigneo Advisory Services. Additionally, he is involved with BBVA Global Wealth Insurance, Inc. as an insurance agent receiving referral fees. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm offers portfolio advisory, wrap fee programs, and access to model portfolios, combining strategic and tactical asset allocation with resources from BBVA S.A. and third parties.

Antonio Oliveira Moura is a financial advisor with Mora Capital Management, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Efg Capital International Corp since 2005 and was with Efg Capital Advisors Inc from 2016 to 2019. Moura serves as an observer at Central America Bottling Corp board meetings, dedicating limited time with no compensation. 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 that integrates fundamental and technical analysis, third-party manager selection, and structured products to meet client objectives, operating with a distinctive ownership and operational structure.

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.

Cara Vazquez is a financial advisor at New Edge Wealth with two years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining New Edge Wealth, she worked at Power Sustainable and BlackRock Investments, LLC. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, trusts, and institutional clients, offering a range of advisory services including wealth strategy, financial planning, and portfolio management. The firm focuses on asset allocation and investor behavior, combining independent managers, model strategies, and proprietary investment solutions, and integrates AI-assisted analytics alongside human review in its investment approach.

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.

Enmanuel Benavides Rodriguez is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Wells Fargo Clearing, Bank of America, and Vail Resorts, among others. He is involved with multiple business activities, including JEB Professional Services LLC and Koinla LLC. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices with investment advisory services including portfolio advisory, wrap fee programs, and access to model portfolios. The firm uses investor risk profiling and combines strategic and tactical asset allocation informed by in-house and third-party fund research, managing portfolios with a mix of mutual funds, ETFs, UCITS, structured products, and individual securities.

Edoardo Ribetti is a financial advisor at Insigneo Advisory Services, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley, UBS Financial Services, and Merrill. 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 construction, with a focus on global asset classes and cross-border investment opportunities.

James Jiao is a Senior Vice President at Insigneo Advisory Services, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at firms including UCAP Securities, Adi Dassler Family Office, and Bolton Global Capital. Outside of his advisory work, he is the sole proprietor of Erudito Training Systems, which provides firearms, safety, aviation training, and introductory wealth management courses, and he manages Flying Bull Aviation LLC, overseeing aircraft maintenance and administration. 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 customized allocations and firm-modeled multi-asset portfolios, utilizing third-party macroeconomic research and a range of investment vehicles while permitting client-imposed restrictions and combining proprietary and third-party strategies.

Cynthia Ramirez Figueroa is a financial advisor at BBVA Global Wealth Advisors, Inc. with eight years of industry experience. She holds a Series 66 designation and previously worked at Citibank and Citibanamex for a combined 14 years. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices, providing portfolio advisory and access to diverse investment models. The firm combines strategic and tactical asset allocation informed by both BBVA S.A.’s fund research and third-party resources, utilizing a range of investment products including mutual funds, ETFs, UCITS, and structured securities.

Martha Chinea is a financial advisor with Bolton Securities Corporation holding a Series 66 designation and 31 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Bolton Global Asset Management serves a diverse client base, including high-net-worth individuals, corporations, institutions, and charitable organizations, providing customized wealth management through independent investment adviser representatives. The firm employs a range of investment strategies and offers both discretionary and non-discretionary portfolio management.

Pedro Lawrie is a financial advisor at Insigneo Advisory Services, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Puente Hnos SA and Universidad Torcuato di Tella. Lawrie is also the owner of a personal investment company, Pietro Custodi Corp. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management that includes firm-managed multi-asset portfolios, third-party manager oversight, and proprietary fund advising. The firm’s investment process combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures.

Gilherme Dos Santos Makhoul is a financial advisor at Insigneo Advisory Services, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at VectorGlobal WMG for five years. Outside of advising, he is a vice president of a company involved in manufacturing and distributing musical instruments. 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 that incorporate global asset classes and third-party research.

Jeffrey Kline is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 63 designation and over 53 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. 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, utilizing third-party research and allowing client-imposed investment restrictions.