John Healy is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He previously worked at Beta Capital Management LP for 15 years before joining Insigneo in 2022. Outside of his advisory role, Healy is a licensed life insurance agent, dedicating less than 1% of his time to this activity after market hours. 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 multi-asset portfolios, utilizing third-party research and a dedicated investment committee to oversee diverse investment strategies.

Carolina Thompson is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 22 years of industry experience. She has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS Financial Services. Thompson is also president and sole owner of Thompson Wealth Advisory, a non-securities related business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm combines customized allocations with firm-modeled portfolios overseen by an investment committee and offers a range of strategies across multiple asset classes.

John Lopez is a financial advisor with Insigneo Advisory Services, LLC based in Miami, FL. He holds a Series 66 designation and has 14 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is the owner of Puzzling Behavior, LLC, a graphic design and app development 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 offers customized and model-based portfolios across various asset classes, using third-party research and periodic reviews to monitor performance.

Brenda Carey is a financial advisor at Valley Wealth Managers, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank Leumi USA and Leumi Investment Services Inc. Brenda is currently associated with Valley Wealth Managers, Valley National Bank, and Valley Financial Management. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion across a multi-advisor team, serving institutional clients and high-net-worth individuals. The firm employs a client-specific investment process incorporating tactical allocations and a proprietary Valuation Analysis to guide equity selections, offering discretionary portfolio management and a range of financial planning and wrap fee programs.

Maria Dontsis is a CFP® professional with 11 years of industry experience. She is currently with A.G.P. / Alliance Global Partners, having joined the firm in 2026. Prior to that, she worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2014 to 2026. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing and combines top-down macro themes with bottom-up security selection in its strategies.

Adriana Botero Bobulsky is a financial advisor at CV Advisors LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Morgan Stanley Smith Barney LLC and Northwestern Mutual Wealth Management Co. CV Advisors LLC is an independent multi-family office serving high-net-worth clients, including families, trusts, and charitable organizations, typically with a $50 million investable-assets threshold. The firm uses a top-down asset allocation combined with bottom-up security selection and offers discretionary and non-discretionary portfolio management supported by proprietary technology and AI tools.

Ricardo Maulini Jr. is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 credentials and 30 years of industry experience. Prior to joining Insigneo in 2021, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2014 to 2021. He is also the owner of RMC Global Portfolio Management Inc., a non-securities-related business entity. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized and model-based portfolio solutions, including multi-asset portfolios, third-party manager oversight, and private placement advisory, utilizing a range of investment strategies and asset classes.

Akhil Iyengar is a financial advisor with Moors & Cabot, Inc. He holds a Series 66 designation and has three years of industry experience, including four years at Goldman Sachs & Co. prior to joining Moors & Cabot. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Adam Indianer is a financial advisor at Capital Analysts with six years of industry experience. He holds a Series 66 designation and has worked at Capital Analysts and Lincoln Investment since 2020. Prior to that, he was employed at Celebrity Sweat and Cowen and Company, LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house Investment Management & Research team and proprietary screening processes to support its investment decisions.

Arturo Vasquez is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2016. Vasquez maintains a fixed life insurance license, obtained in 2019, though he currently does not actively conduct sales in this area. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using a mix of internal and third-party strategies, emphasizing a primarily long-term approach while allowing for various investment techniques.

Sheldon Black is a financial advisor at B. Riley Wealth Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at National Securities Corporation for 10 years. Outside of his advisory role, he owns a business that provides notary services and conducts focus group surveys. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs, financial planning, and retirement solutions.

Karen Quijano Morales is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, with 8 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Itau International Securities and Intl FCStone Securities Inc. 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 based on client risk profiles, combining strategic and tactical asset allocation with input from BBVA S.A.’s Global Wealth Investment Committee and selected third-party model providers.

Christopher Widing is a CFP® with 20 years of experience in the financial industry. He is currently with Choreo, LLC and previously worked for seven years at BDO Wealth Advisors, LLC. Widing holds Series 63 and Series 65 licenses. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a strategic asset allocation approach combined with quantitative screening and due diligence to manage portfolios through various vehicles such as separately managed accounts, direct indexing, and private funds.

Santiago Aboal Alvarez is a CFA® charterholder with 11 years of industry experience, currently serving at Insigneo Advisory Services, LLC. His career includes roles at various entities within the Insigneo organization since 2022 and prior experience with CITI International Financial Services LLC from 2014 to 2022. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management that combines committee-driven model portfolios with advisor-led customization across global and emerging-market asset classes.

Michael Gonzalez is a financial advisor at Insigneo Advisory Services, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Triad Advisors LLC, OSAIC Wealth Inc, and Investacorp Inc. His background also includes six years at Akerman, LLP. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers customized and committee-overseen investment strategies across a broad range of asset classes, utilizing both proprietary and third-party approaches.

Rene Gillet is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes 20 years with Dade County School and multiple roles in insurance agencies. In addition to his advisory role, Mr. Gillet operates the Gillet Agency, LLC, where he works as an independent insurance agent focusing on insurance products and annuities. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches, including model portfolios and discretionary management techniques.

Andre Roitman is a financial advisor at Valley Wealth Managers, Inc. with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Bank Leumi USA and Leumi Investment Services, Inc. since 2010. Outside of his advisory role, Roitman serves as a volunteer EMS and Director/Treasurer for Hatzalah South Florida EMS and is the President and Founder of Aventura Shul Corp, a local religious group. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion for institutional and individual clients, including high-net-worth households. The firm employs a multi-advisor team approach with discretionary portfolio management based on client-specific risk guidelines and proprietary valuation analysis, offering a range of financial planning and wrap fee programs.

Andre Luiz Monteiro is a financial advisor at StoneX Advisors Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and XP Securities LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes advisor-managed portfolios, proprietary model solutions, and third-party money managers with platforms designed for implementation, tax-aware services, and client-imposed investment restrictions.

John Romanach is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Insigneo in 2021. Outside of his advisory role, he serves as co-trustee of his stepmother's trust. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized allocations through individual advisers and firm-modeled portfolios, utilizing a range of asset classes including equities, fixed income, commodities, and alternative investments.

Alexander Ruiz is a financial advisor at GenTrust with 17 years of industry experience. He holds the Series 66 designation and has been with GenTrust since 2011. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a comprehensive investment process that integrates fundamental, technical, and macroeconomic analysis, focusing on asset allocation and risk management.