Luis Garcia Pinto is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing for a combined 12 years before joining Insigneo in 2021. 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, utilizing a variety of asset classes and third-party research to monitor performance.

Allen Giese is a ChFC® and Series 66-registered advisor with 22 years of industry experience. He has been with Modera Wealth Management, LLC since 2026, following a 26-year tenure at Northstar Financial Planners, Inc. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm integrates traditional investment management with tax, accounting, and business coaching services, employing diversified asset allocation strategies based on Modern Portfolio Theory.

Alejandro Rubinstein is a financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, and Itau Europa Securities prior to joining Insigneo. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. 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 portfolios monitored through third-party research and periodic reviews.

Barbara Luis is a financial advisor with Northern Trust Securities, Inc. in Miami Beach, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Northern Trust Securities since 2001. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm employs a model-driven approach to discretionary portfolio management, combining proprietary and third-party investment products delivered through the Fidelity Managed Account Xchange (FMAX) platform.

Ernesto Cordovez is a financial advisor at Boreal Capital Management LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at Mora WM Securities LLC since 2019. Prior to that, he was employed at Safra Securities LLC and Safra National Bank of New York from 2014 to 2018. 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.

Fernando Llop is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at MissionSquare Retirement since 2015. He holds Series 63, 65, and 66 licenses. MissionSquare Retirement specializes in administering deferred compensation and qualified retirement plans for state and local government employers, their employees, and certain non-profit entities. The firm’s Guided Pathways Advisory Services use Morningstar Investment Management’s models and methodologies to provide personalized investment advice within MissionSquare-administered accounts.

Kevin Concha is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing 13 years of industry experience. Prior to joining Insigneo in 2021, he spent five years at Jefferies LLC. Outside of his advisory role, he is the owner of CTD Capital Intl Corp, a flow-through entity used for tax purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm utilizes a combination of committee-driven model portfolios and advisor-led customized portfolio construction, incorporating global asset classes and third-party macroeconomic research.

Fabio Prada Ferreira is a financial advisor at Insigneo Advisory Services, LLC with seven years of industry experience. He holds a Series 65 designation and has worked with multiple firms, including Hayman Wealth Management and Insight Securities Inc. Outside of his advisory role, he serves as a board member and volunteer for Projecto Oncafari, an environmental conservation organization, and is an advisor to the International Star Class Yacht Racing Association Legacy Foundation. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm employs a committee-driven and advisor-led approach to portfolio construction, incorporating global asset classes and emerging-market exposures.

Michael Jordan is a financial advisor with Beacon Global Advisor Network, LLC and holds a Series 65 designation. He has nine years of industry experience, including roles at Sterling Global Wealth Management, BlackPoint Capital Partners, and GWM (USA) LLC. He is currently managing partner at BlackPoint Capital Partners. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts with customized asset management and financial planning solutions. The firm is notable for its formal pension-transfer services tailored to U.K. nationals and its network of independent advisory representatives offering layered service arrangements.

Raily Diaz Rodriguez is a financial advisor at Insigneo Advisory Services, LLC, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Popular Securities, LLC, Oriental Bank, and Banco Popular. He also worked at Ana G. Mendez University for four years. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients through discretionary and non-discretionary portfolio management, including firm-managed model portfolios and third-party manager oversight. The firm's investment approach integrates committee-driven strategies with advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures.

Michael Trethewey is a financial advisor with Prospera Financial Services, Inc. in Miami, FL, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and various Morgan Stanley entities from 2008 to 2023. Prospera Financial Services, Inc. serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors. The firm offers investment advisory and financial planning services using a range of platforms and combines firm models, third-party sub-advisers, and customizable allocations for portfolio management.

Carolina Acurio is a financial advisor at Bolton Securities Corporation with 24 years of industry experience. She holds the Series 66 designation and has been with Bolton Global Asset Management and Bolton Global Capital since 2015. Outside of her advisory role, she is the owner and manager of Sunblazzer Associates, LLC, based in Miami, FL. 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, charities, corporations, retirement plans, and financial institutions. The firm’s approach is adviser-driven, focusing on tailored portfolios that incorporate mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation while allowing tactical adjustments.

Maria Garcia is a financial advisor at Insigneo Advisory Services, LLC with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Maria has no notable outside business activities reported beyond standard investment-related roles. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm combines customized allocations by individual advisers with firm-modeled multi-asset portfolios, utilizing third-party research and periodic reviews, offering a range of investment strategies and client-imposed restrictions.

Yzana Oestreicher is a financial advisor at Insigneo Advisory Services, LLC with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Insigneo in 2021. Outside of her advisory role, she is the owner of YOES LLC, a pass-through entity for tax purposes. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers customized and committee-overseen investment strategies across multiple asset classes, utilizing both proprietary and third-party approaches.

Edilberto Moreno is a Series 66 licensed financial advisor with 26 years of industry experience, currently serving at Bolton Securities Corporation. He has been with Bolton Global Asset Management and Bolton Global Capital since 2016. Moreno is co-owner and managing director of PWA Family Office, LLC, and also manages Batista & Moreno Advisors. Additionally, he serves as a director of his wife's pediatric cardiology practice in Panama and is involved in real estate development projects there. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, and institutional clients, including high-net-worth individuals. The firm uses a network of independent investment adviser representatives and offers customized wealth management through various investment vehicles, emphasizing a primarily long-term approach.

Andres Silva is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 65 credential and bringing four years of industry experience. He previously worked at VectorGlobal for 12 years before joining Insigneo Advisory Services and its affiliated broker-dealer, Insigneo Securities LLC. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through proprietary multi-asset portfolios, third-party manager oversight, and consulting. The firm combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating global asset classes and cross-border investment opportunities.

Roberto Pena is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at HSBC Bank USA and HSBC Securities (USA) Inc. for a combined eight years before joining Insigneo in 2021. Outside of his advisory role, he serves as a director of Antonico LLC, a pass-through entity for tax purposes. Insigneo Advisory Services 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 portfolios, utilizing third-party macroeconomic research and allowing for client-imposed investment restrictions across a range of asset classes.

Francisco Toussaint Rincon Gallardo is a financial advisor at Mora Capital Management, LLC with a Series 65 designation. He has worked at Citi Investment Services since 1998. 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 approach combining fundamental and technical analysis, third-party manager selection, and customized investment solutions.

Beatrice Nunez is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Her prior roles include positions at PNC Investments, BBVA Securities Inc., BBVA Wealth Solutions Inc., Compass Bank, and BBVA Compass Insurance Agency Inc. She is also the sole member and manager of Saint-Lys LLC, a non-investment-related pass-through entity. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and a dedicated Investment Committee to oversee portfolio performance across various asset classes.

Fernando Carrera Perbuli is a financial advisor at Boreal Capital Management LLC in Miami, FL, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Boreal Capital Securities LLC, EFG Capital International Corp, Universidad del Pacifico, and Inteligo Bank. 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 that integrates internal portfolio management with third-party and affiliated sub-advisers across various asset classes.