Jose Justo Delgado is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Imperial Fund Asset Management, LLC and Sura Asset Management, as well as teaching at the University of Miami Herbert Business School. 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 emphasizes a non-discretionary investment approach, aligning client risk profiles with investment guides developed alongside BBVA S.A.’s Global Wealth Investment Committee and utilizing both strategic and tactical asset allocation.

Simon Correa Vanegas is a financial advisor at Insigneo Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including VectorGlobal WMG and Credicorp Capital LLC. Insigneo Advisory Services offers investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios with individualized advisor-led portfolio construction. The firm’s approach incorporates global asset classes and emerging-market exposures and includes discretionary and non-discretionary management options.

Ivan Gutierrez Jr. is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at TradeStation Securities, Primerica Advisors, and Equitable Advisors. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates as part of the Principal Financial Group family, which provides access to affiliated products and services.

Joao Decastro is a financial advisor with Vontobel Swiss Financial Advisers holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Citibank N.A. from 2015 to 2024 before joining Vontobel SFA. Vontobel Swiss Financial Advisers AG provides wealth management and wrap-fee investment advisory programs to private individuals, high-net-worth clients, charities, trusts, and business entities, serving both U.S. and non-U.S. clients. The firm offers a range of discretionary and non-discretionary investment mandates managed by an in-house Investment Committee and operates under both SEC registration and Swiss FINMA licensing.

Claudia Teran is a financial advisor at Valor Advisors LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at Valor Advisors since 2017, following three years at HSBC Private Bank (USA). Valor Advisors provides discretionary and non-discretionary portfolio management, investment consulting, business transaction advice, and consolidated reporting services. The firm serves ultra-high net worth families in Latin America as well as high-net-worth individuals, trusts, estates, charitable organizations, and corporate entities, emphasizing fundamental analysis and a primarily long-term buy-and-hold investment approach.

Sandra Neubert is a financial advisor with Moneco Advisors, holding a Series 63 license and bringing 39 years of industry experience. She has worked with Moneco Advisors since 2014 and has longstanding ties to LPL Financial dating back to 1994. Outside of investment advisory, she is involved in offering major medical insurance plans to small businesses through Moneco Benefits Planning. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm serves individual and high-net-worth clients, providing fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs and third-party managers, delivering tailored asset management through a diverse range of investment strategies.

Joaquin Dupont is a financial advisor at Bolton Securities Corporation with 18 years of industry experience. He holds the Series 66 designation and has worked at Bolton Global Asset Management and Bolton Global Capital since 2021, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a managing partner of Dolfina Group LLC and a managing director of Esphera Capital, LLC, both involved in investment-related businesses. 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, and institutions. The firm employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a generally long-term orientation while allowing tactical adjustments.

Andres Brik is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for five years. He is a limited partner in Elion Partners LLC, a real estate investment firm. 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 allocations with firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and allowing for client-imposed investment restrictions.

Fabiola Bravo Serjant is a financial advisor at Mora Capital Management, LLC in Miami, FL, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Boreal Capital Securities LLC, Raymond James, and Amerant Bank NA. 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 combining fundamental and technical analysis, third-party manager selection, and customized solutions tailored to client objectives.

Mariano Llosa is an investment advisor representative at Octavia Wealth Advisors LLC with 12 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Inc. and Axa Advisors, LLC. Llosa serves on the boards of the Peruvian American Chamber of Commerce and the nonprofit Red De Corazones Inc. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base, including individuals, high-net-worth clients, trusts, businesses, retirement plans, and public entities. The firm uses proprietary portfolio models emphasizing low-cost ETFs and individual securities, and offers specialized services such as ERISA plan oversight and trust administration.

Ruben Hernandez is a financial advisor with Boreal Capital Management LLC in Miami, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Mora Wm Securities LLC since 2012. Hernandez is a limited partner and passive investor in China Investment Venture. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm utilizes an open-architecture platform that integrates internal portfolio management with third-party and affiliated sub-advisers across various asset classes.

Diego Laiz Moyano is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 65 licenses with 9 years of industry experience. He has worked at BBVA in various capacities since 2014 and was previously with PNC from 2021 to 2024. Outside of his advisory role, he is involved with BBVA Global Wealth Insurance, Inc. as an insurance agent, referring clients to the agency. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices through portfolio advisory and wrap-fee programs. The firm’s investment approach combines strategic and tactical asset allocation, emphasizes non-discretionary client control over trades, and incorporates an international focus leveraging BBVA S.A.’s research and third-party models.

Larry Rozas is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 65 and Series 63 credentials and 13 years of industry experience. He has worked at several firms, including CITI International Financial Services LLC and Merrill. Rozas is the owner of two entities, Windhorse Corp. and Windhorse Fund LLC, which are currently inactive and unrelated to his investment activities. Bolton Global Asset Management, where Rozas is affiliated, provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers portfolio management through a combination of internal management, unaffiliated money managers, and third-party programs, with a focus on customized wealth management and a primarily long-term investment approach.

Angel Colina is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked with Morgan Stanley and its affiliated private banks from 2012 to 2023. Outside of finance, he is president and owner of Le Printemps Florist, a retail flower shop in Miami. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, and institutional clients. 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 strategies overseen by an Investment Committee.

Marco Oreamuno is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 21 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2010 to 2019. Outside of his advisory work, he owns Lions Hills Investments, LLC, an entity used to facilitate securities and investment advisory operations. 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 emphasizes a tailored, IAR-driven investment approach that incorporates mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation while allowing tactical adjustments.

Noah Stein is a financial advisor at NewEdge Wealth with three years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Blue Star Camps. Noah also has experience as a sales assistant supporting ultra-high-net-worth clients. 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 with an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and alternative exposures.

Lovie Scott is a financial advisor at Mutual of Omaha Investor Services, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual of Omaha Investor Services since 2022. Prior to his advisory career, he spent over three decades at Penquin Painters, Inc. Scott is also a licensed insurance agent, providing life, disability, long-term care, Medicare, critical illness insurance, and annuities. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm utilizes a network of Investment Advisor Representatives who recommend model portfolios or third-party managers and provide ongoing planning and advisory support.

George Arias is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has worked at Snowden Lane Partners since 2019, following roles at Bank of America and Merrill. Outside of advising, Arias is involved in managing a family-owned rental property in Miami. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and other institutional clients. The firm offers customized portfolio management, investment consulting, and financial planning, utilizing a multi-team approach with access to a broad range of investment tools and third-party managers.

Mariana Foerster is a financial advisor at Insigneo Advisory Services, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at several firms including Loyola Asset Management LLC and Private Client Services. She serves as Vice President of Programs for the Sunset Elementary PTA, where she focuses on enhancing community events and STEM initiatives. 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 advisor-led construction that incorporate global asset classes and third-party research.

Vivian Pino is a financial advisor at Insigneo Advisory Services, LLC with 29 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for 13 years. She has been with Insigneo since 2021. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized allocations, third-party manager oversight, and proprietary private placement vehicles, utilizing a range of asset classes and investment strategies monitored by an Investment Committee.