Gaetan Policard is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Simplicity Wealth, LLC and Wealth Watch Advisors. Policard is also president of Komit LLC, a luxury car rental business. Foundations Investment Advisors provides financial planning and portfolio management to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing strategy through a large network of affiliated advisers.

Julian Esses is a CFA® charterholder and holds the Series 66 designation, currently serving as a financial advisor at Snowden Capital Advisors LLC with three years of industry experience. Before joining Snowden Capital Advisors, he held positions at NR Group Management, TDJ Holdings, LLC, and Lazard in both Panama and Argentina. He serves as President and Vice President of his condominium homeowners association, where he assists with budgeting and coordination. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, financial and estate planning, and uses a multi-team approach combined with institutional capabilities, including the use of third-party managers and global custodian platforms.

Andres Somoza is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Insigneo Advisory Services since 2020 and previously at StoneX International Securities Inc. from 2015 to 2019. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through committee-driven model portfolios and individualized advisor-led construction. The firm includes global asset classes and emerging-market exposures in its strategies and is affiliated with a broker-dealer and international entities.

Ernesto Cucalon is a financial advisor at Bolton Securities Corporation with 28 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in various capacities since 2011. Outside of his advisory role, Ernesto co-owns and manages 305go, LLC, a vending machine business based in Miami. 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, and institutional clients. The firm’s approach is IAR-driven, focusing on tailored portfolios using mutual funds, ETFs, equities, and fixed income with a generally long-term orientation.

Nicolas Mauricio is a financial advisor at Beacon Global Advisor Network, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BlackPoint Capital Partners, GWM USA, and Northwestern Mutual. Outside of his advisory role, he is also an insurance agent selling non-variable life, health, annuity, and disability income insurance products. Beacon Global Advisor Network, LLC serves individual clients through a network of approximately 60 independent advisors, managing around $397 million in assets. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on both non-high-net-worth and high-net-worth individuals.

Carlos Van Maanen is a financial advisor at Insigneo Advisory Services, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and UBS prior to joining Insigneo in 2021. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed model portfolios, third-party manager oversight, and participation in a wrap fee program. The firm’s investment process combines committee-driven models with advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures.

Diego Castillo Escoriaza is a financial advisor at Insigneo Advisory Services, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked for Beta Capital Securities LLC and Creand Management. He also serves as an Investment Adviser Representative for the affiliate RIA Creand Management. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through model portfolios and individualized advisor-led construction that includes global and emerging-market exposures.

Paulo Martinez Cleves is a Series 65-licensed advisor with BBVA Global Wealth Advisors, Inc., based in Miami, FL, and has one year of industry experience. His prior roles include positions at Insigneo Securities, PNC Investments, Bank of America, and PNC Bank. He is also president of MA Consulting Americas LLC, an LLC that operates an Amazon e-commerce account and engages in health insurance sales. BBVA Global Wealth Advisors provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses a risk-profile-based approach combining strategic and tactical asset allocation with a range of investment products, including mutual funds, ETFs, structured products, and international offerings.

Miguel Carrillo is a financial advisor at Insigneo Advisory Services, LLC with 27 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 10 years before joining Insigneo in 2020. Outside of his advisory role, Carrillo serves as a director at Home Comfort Products Inc., a company representing various product lines. 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 discretionary and non-discretionary managed accounts, firm-modeled multi-asset portfolios, third-party manager oversight, and consulting services, utilizing a combination of customized allocations and firm-modeled strategies across multiple asset classes.

Anna Somoza is a financial advisor at Insigneo Advisory Services, LLC with 39 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 15 years. Outside of advising, she is the owner of Island Mice, a business involved in ordering materials and overseeing production quality. 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 and incorporates third-party macroeconomic research to tailor allocations across a range of global asset classes.

Michael Colombino is an investment advisor representative with Siebert AdvisorNXT, LLC. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior roles include positions at Muriel Siebert & Co., Inc., Prometheum Ember ATS Inc., and Stockcross. Outside of advisory work, he manages a part-time vacation rental in Florida. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through an investment supervisory platform that combines Modern Portfolio Theory with access to third-party and independent managers. The firm offers both discretionary and non-discretionary portfolio management with an emphasis on an automated, ETF/ETN-based allocation approach within a wrap-fee structure.

Stephen Wright is a financial advisor at CW Advisors, LLC in Miami, FL. He holds the CFP® designation as well as Series 63 and Series 66 licenses and has 12 years of industry experience. His prior roles include positions at Congress Wealth Management LLC, Pinnacle Advisory Group, and The Enrichment Group, Inc. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a wide range of clients including individuals, families, trusts, and institutions, employing a Core-and-Satellite investment approach that integrates active, passive, quantitative, and ESG strategies across various asset classes.

Mariano Scandizzo is a CFA® credentialed advisor at Insigneo Advisory Services, LLC with four years of industry experience. His career includes roles at Biscayne Americas and founding Scandizzo & Partners LLC prior to joining Insigneo, where he has served since 2021. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients through discretionary and non-discretionary portfolio management, including proprietary multi-asset portfolios and third-party manager oversight. The firm employs a committee-driven investment process combined with customized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures.

Alejandro Ruiz is a CFP® professional with four years of industry experience, currently serving at Evensky & Katz/Foldes Wealth Management. He has been with the firm since 2021 and previously worked at Equitable Advisors. 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 portfolio management approach emphasizing low-cost index and ETF investments alongside select active and alternative allocations, supported by comprehensive financial planning and independent manager selection.

Javier Cortina Obregon is a financial advisor at Insigneo Advisory Services, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Intercam Advisors, Inc., Intercam Securities, Inc., and INTERCAM CASA DE BOLSA, SA de CV. He is also involved with an affiliated investment advisory business, dedicating part of his time to that role. 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 offers a range of managed accounts and investment products, combining customized allocations with firm-modeled portfolios overseen by an Investment Committee.

Felipe Colon is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at firms including Sanderling Partners, LPL Financial, IHT Wealth Management, and Wells Fargo Clearing. Colon serves on the Board of Trustees for New College of Florida and is chairman of its Financial Education program; he is also a podcaster focused on community advocacy. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, employing customized portfolios and a variety of advisor-specific and third-party investment strategies.

Joshua Mungavin is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Evensky & Katz/Foldes Wealth Management in Coral Gables, FL. He has been with the firm and its predecessor entities since 2011. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary wealth management firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm uses a written Investment Policy Statement to guide a core-and-satellite portfolio approach that combines low-cost index and ETF cores with select active and alternative strategies, emphasizing tax- and cost-efficient management.

Jason Benson is a financial advisor with Mutual Of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has been with the firm since 2025. Prior to his career in financial services, he worked at Chipotle and held positions in education and aquatic facility management. 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 delivers managed solutions primarily through a platform relationship with Envestnet and supports a range of model portfolios and third-party manager relationships.

Salvador Diaz Bazan is a financial advisor at Insigneo Advisory Services, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Insigneo since 2019. Outside of his advisory role, he is the owner and CFO of Bonds Bio Systems Corporation, a contract research organization in Boston specializing in drug toxicity testing using organoids, and is also a partial owner of a bilingual daycare in Boston. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed model portfolios and individualized advisor-led construction, incorporating global asset classes and third-party macroeconomic research.

John Dutkowski Canto is a financial advisor with Santander Securities LLC in Miami, FL, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Santander Securities since 2014 and has been involved with Santander International Private Banking since 2012. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.