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 an advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 credentials and has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2025. Prior to his current role, he worked at Chipotle and held positions at St. Petersburg College, North Shore Aquatic Complex, and Northeast High School. Mutual of Omaha Investor Services 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 mainly through a platform relationship with Envestnet and uses Pershing as custodian and broker-dealer, serving a range of clients including non-high-net-worth and high-net-worth individuals.

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 credentials and 20 years of industry experience. He has been with Santander Securities since 2014 and also works 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 around 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.

Jorge Maldonado is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses. He has one year of industry experience and a background that includes roles at Insigneo Securities, LLC, Flagstar Bank N.A., and NEW TSI Holdings Inc. Prior to entering the financial industry, Maldonado worked in education for several years. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, utilizing a blend of committee-driven model portfolios and individualized advisor-led portfolio construction. The firm’s approach incorporates third-party macroeconomic research and ongoing portfolio monitoring to align investments with client goals and risk tolerance.

Maria Solanet is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Insigneo in 2023, she worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2015 to 2023. Outside of her advisory role, she is president and owner of La Verde Corp, a pass-through entity for tax purposes. Insigneo Advisory Services provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm combines customized allocations with firm-modeled portfolios overseen by an investment committee, utilizing a range of asset classes and strategies tailored to client needs.

Cesar Arana is a financial advisor at Insigneo Advisory Services, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Insigneo since 2017, following six years at Northeast Securities. 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 a range of services such as managed accounts, third-party manager oversight, and proprietary private placement vehicles, employing a combination of customized allocations and firm-modeled portfolios overseen by an Investment Committee.

Antonio Quelhas is a financial advisor at Insigneo Advisory Services, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing, UBS Financial Services, UBS International Inc., and Banc of America Investment Services. Outside of his advisory role, he is involved in managing a family partnership focused on farming and family real estate. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering a combination of discretionary and non-discretionary portfolio management through firm-managed multi-asset portfolios and third-party manager oversight. The firm’s investment approach integrates committee-driven model portfolios with advisor-led portfolio construction, incorporating global and emerging-market exposures tailored to client objectives.

Elisea Frishberg is a financial advisor with Compass Financial Management LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. She previously led the Elisea Frishberg Advisory Group and worked at Crocker, White & Frishberg Advisory Group. Outside of advising, she is an independent insurance agent and manages a financial education media business. Compass Financial Management LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, using a multi-disciplinary investment process across various asset classes.

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 Series 65-registered financial advisor at Evensky & Katz/Foldes Wealth Management with 11 years of industry experience. She has been with Evensky & Katz/Foldes Financial since 2015. 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 disciplined, equity core-and-satellite investment approach focused on tax and cost efficiency, managing approximately $3.2 billion for about 1,165 clients across 22 advisors.

Juan Ruiz is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is associated with M HOLDINGS SECURITIES, Inc. and Interamerican Financial Consulting Group, where he serves as Chief Executive Officer. Ruiz has previously worked with Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of financial services, he is involved in managing a corporation and an LLC that hold ownership of a recreational vessel. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, utilizing both in-house portfolio managers and third-party sub-advisors to deliver investment management and financial planning solutions.

David Munoz is a financial advisor at GenTrust with 13 years at the firm and five years of industry experience. He holds a Series 65 designation and is based in Miami, FL. GenTrust is an SEC-registered investment adviser that provides wealth management, investment management, financial planning, concierge, and consulting services to individuals, families, pooled vehicles, and institutional clients. The firm uses an asset-allocation driven investment approach combined with fundamental, technical, and macroeconomic analysis, incorporating AI-enabled tools alongside human oversight.

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 at StoneX Advisors Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bolton Global Asset Management, Bolton Global Capital, Citigroup Global Markets, and LPL Financial. Christophers is a co-owner and Managing Director of Brightstone Capital, an investment advisory entity. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm employs a variety of model-based solutions and third-party money managers to implement investment strategies across multiple account structures.

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.