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.

Jose Lau is a financial advisor at BBVA Global Wealth Advisors, Inc. with 17 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at several firms, including PNC Investments and Insigneo Advisory Services. In addition to his advisory role, he refers clients to an affiliated insurance agency and receives referral fees. 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 that integrates client risk profiles with research from BBVA S.A.’s Global Wealth Investment Committee and third-party model providers.

Antonio Oliveira Moura is a financial advisor at Mora Capital Management, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at EFG Capital Advisors Inc and EFG Capital International Corp since 2016 and 2005, respectively. He serves as an observer at Central America Bottling Corp board meetings in his advisory capacity, attending quarterly sessions without 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 offers customized discretionary portfolios and non-discretionary consulting, utilizing an open-architecture investment process that combines fundamental and technical analysis, third-party manager selection, and structured products tailored to client objectives.

Omar Morillo is a financial advisor with Mariner Independent, holding CFP® and ChFC® designations and the Series 66 license, with 10 years of industry experience. He has worked at multiple firms including Imperio Wealth Advisors, which he founded, and Purshe Kaplan Sterling Investments. Outside of advisory work, he owns Jetsetter Fulfillment, LLC, an online merchandise sales business. 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 offers portfolio management through both model portfolios and discretionary management, supported by a platform that integrates institutional resources and third-party managers.

Kristopher Fulwood Davis is a financial advisor at Trajan Wealth, L.L.C. with four years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at TIAA, Fisher Investments, JPMorgan Chase Bank, and Wells Fargo. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ risk tolerances, tax situations, legacy holdings, and other specific circumstances.

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 with New Edge Wealth in Miami, FL, holding Series 65 and Series 63 licenses and one year of industry experience. She previously worked at Power Sustainable for three years and at BlackRock for six years. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior to drive returns, offering tailored portfolio management through independent managers, model strategies, and proprietary investment solutions.

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.

Edoardo Ribetti is a financial advisor at Insigneo Advisory Services, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining Insigneo in 2020. 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 employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party macroeconomic research and offering a range of investment options such as equities, fixed income, commodities, and alternative investments.

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 previously worked at Citibank for seven years and at Citibanamex for seven years. Cynthia holds a Series 66 designation and is based in Miami, FL. 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 that integrates client risk profiles with global investment guides and combines strategic and tactical asset allocation.

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.

Francisco Collado is a financial advisor at Insigneo Advisory Services, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with individualized advisor-led construction, utilizing third-party macroeconomic research to align investments with client objectives and risk tolerances.

Edgardo Medina Perez is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He has been affiliated with Mutual of Omaha in various capacities since 2016, including roles at Mutual of Omaha Insurance Company and as an insurance agent, as well as working as a mortgage loan originator. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed accounts, and retirement plan consulting. The firm utilizes Envestnet for managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.