Charles Miller is a financial advisor with Valley Wealth Managers, Inc. He holds Series 63, 65, and 66 licenses and has 26 years of industry experience. Prior to joining Valley Wealth Managers, he worked at Synovus Securities, Inc., Synovus Bank, and Equitable Advisors, LLC. Outside of his advisory work, he serves as an Associate Board Member at Baptist Health South Miami Hospital, where he helps coordinate fundraising events. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, employing a client-specific investment process that includes tactical asset allocation and proprietary equity valuation to build diversified portfolios.

Astrid Arias Ruiz is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. She has been with Insigneo Advisory Services since 2016 and Insigneo Securities since 2015. Outside of her advisory role, she is president and a 50% owner of A3 Advisory LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm offers customized allocations, firm-modeled multi-asset portfolios, and third-party manager oversight, utilizing a range of investment strategies across various asset classes.

Martin Latugaye is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at Insigneo Advisory Services and Insigneo Securities since 2017 and previously at Northeast Securities Inc. from 2010 to 2017. Outside of his advisory role, he is involved with GALODEN COMPANY SA, a financial advisory firm in Uruguay, and serves as a shareholder and director of Surfing Academy Corp., a personal investment company. Insigneo Advisory Services provides investment advisory and portfolio management to individuals, corporations, trusts, institutions, and banking clients. The firm combines customized allocations with firm-modeled multi-asset portfolios overseen by an Investment Committee, utilizing a range of investment strategies and client-imposed restrictions.

Katherine Sojo Trujillo is a CFP® and holds a Series 65 license with 10 years of industry experience. She has been with Evensky & Katz/Foldes Wealth Management since 2015. Evensky & Katz/Foldes Wealth Management is a fee-only advisory firm serving individuals, trustees, retirement plans, charities, and small businesses. The firm uses a wealth-management approach centered on client goals, combining strategic asset allocation with core-and-satellite portfolios primarily composed of low-cost index funds and ETFs.

Juan Ruiz is a CFP® with 18 years of industry experience, currently affiliated with M Holdings Securities, Inc. and Interamerican Financial Consulting. He has worked with PRUCO Securities, LLC and Prudential Insurance Company of America since 2007. Outside of his advisory roles, he is the owner of a corporation that holds title to a boat and serves as president of an LLC created to own a vessel. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, and financial planning through a network of independent advisors and sponsored platforms.

David Munoz is a financial advisor at GenTrust in Miami, FL, holding a Series 65 designation with five years of industry experience. He has been with GenTrust since 2013. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base including high-net-worth individuals, pooled investment vehicles, and financial intermediaries. The firm manages approximately $4.46 billion in assets with a team of about 20 advisors and employs a multi-faceted investment approach that includes fundamental, technical, and macroeconomic analysis combined with scenario-based risk management and valuation adjustments.

Woong Seong Hwang is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Snowden Lane Partners since 2017 and previously spent 15 years at Merrill. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, providing portfolio management, investment consulting, financial and estate planning, and access to a diverse range of investment tools and third-party managers.

Franklin Christophers is a financial advisor with StoneX Advisors Inc. in Miami, FL, holding Series 63 and Series 65 licenses and with 25 years of industry experience. Prior to joining StoneX, he spent 13 years at Bolton Global Asset Management and Bolton Global Capital. He is also co-owner and Managing Director of Brightstone Capital, LLC, where he manages investment advisory services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm delivers these through independent Financial Advisors and an in-house Private Client Group, utilizing various platforms and third-party money managers to implement customized investment strategies.

Carlos Asilis is a financial advisor at Insigneo Advisory Services, LLC with credentials including Series 63 and Series 65 licenses. He has over 18 years of industry experience, having worked previously at Glovista Investments LLC for 17 years and Graham Capital Management for one year. He joined Insigneo Advisory Services in 2026. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a range of clients including individuals, corporations, trusts, and institutional investors such as banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party macroeconomic research and offering a diverse range of investment options across multiple asset classes.

Felix Fuertes is a financial advisor at Aegis Capital Corp. with 26 years of industry experience. He holds a Series 66 designation and has been with Aegis Capital Corp. since 2017, following a two-year tenure at Northeast Securities Inc. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and handles trade execution, clearing, custody, and reporting for program clients.

Andrea Hernandez Zavarce is a financial advisor at Insigneo Advisory Services, LLC with three years of industry experience. She holds the Series 66 designation and has worked at Insigneo since 2023, with prior experience at Folionet Advisers LLC and Folionet Financial LLC. Before entering the financial sector, she spent over a decade in education roles at Universidad Metropolitana and Colegio Los Campitos. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers customized portfolios and firm-modeled investment strategies across various asset classes, combining individual adviser input with a dedicated Investment Committee and third-party research.

Emilio Torrealba Charinga is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Equitable Advisors. Outside of advisory work, he is active as an insurance agent focusing on life, health, annuities, and final expenses, and he also works part-time with Uber Technologies Inc. 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 utilizes platforms like Envestnet and Pershing, and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Javier Sanchez is a financial advisor at GenTrust with 11 years of industry experience. He holds a Series 65 designation and has been with GenTrust since 2016, following two years at LourdMurray. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to individual and institutional clients, including high-net-worth individuals and pooled investment vehicles. The firm manages approximately $4.46 billion in assets and employs a multi-disciplinary investment approach that includes discretionary and non-discretionary portfolio construction, combining fundamental, technical, and macroeconomic analysis.

Omar Macias is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has previously worked at Snowden Lane Partners, Wells Fargo Clearing Services, and Raymond James & Associates. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, providing portfolio management, investment consulting, financial and estate planning, and advisory programs. The firm combines multi-team scale with institutional capabilities, offering customized portfolios and access to third-party managers across a range of investment tools.

Eduardo Alvarez Andreu is a financial advisor at Snowden Capital Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for nine years. Outside of his advisory role, he is an officer of Andreu Properties LLC. Snowden Capital Advisors serves high-net-worth individuals, family offices, and institutional clients by providing portfolio management, investment consulting, and financial and estate planning services. The firm combines multi-team scale with institutional capabilities, utilizing customized model portfolios and third-party manager selection.

Victor Hebditch is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Insigneo Advisory Services, LLC since 2024. His prior roles include positions at Advisory Investor Services, Miura Capital LLC, Wells Fargo Clearing, and Morgan Stanley. Outside of his advisory work, he manages a pass-through entity for tax purposes. 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 construction. The firm integrates third-party macroeconomic research and oversees global and emerging-market investments, with notable cross-border operations and an affiliated broker-dealer.

Hernan Nosiglia is a financial advisor at Insigneo Advisory Services, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Insigneo Advisory Services since 2017. Nosiglia also serves as a financial advisor for asset allocation modeling within the firm. Insigneo Advisory Services provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled portfolios overseen by an Investment Committee, using both proprietary and third-party strategies across various asset classes.

Lane Jones is a CFP®, CFA®, and Series 65 credentialed advisor with 21 years of industry experience. He has been with Evensky & Katz/Foldes Wealth Management since 2014. The firm provides fee-only wealth management and investment advisory services to individuals, trustees, retirement plans, charities, and small businesses. Evensky & Katz/Foldes Wealth Management employs a wealth-management approach focused on client goals, using strategic asset allocation with a core-and-satellite equity framework, primarily utilizing low-cost index funds and ETFs supplemented by specialty allocations and alternative investments where appropriate.

Marivi Rodriguez is a financial advisor at Snowden Capital Advisors LLC with 32 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Snowden Lane Partners and Wells Fargo in various advisory roles. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients with customized portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities and offers access to a broad range of investment tools and third-party manager programs.

Jose Cabrera is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Raymond James & Associates for 10 years before joining Insigneo in 2025. Cabrera is also an owner and authorized member of The Americas Financial Group, a brand for brokerage and advisory business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm combines customized allocations with firm-modeled portfolios and uses third-party macroeconomic research to monitor performance across a broad range of asset classes.