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.

Camilo Gomes 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 several firms including Morgan Stanley, UBS Financial Services, and BTG Pactual. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, blending committee-driven model portfolios with advisor-led portfolio construction and incorporating global asset classes and emerging-market exposures.

Ciro Vasquez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Mercantil Commercebank Investment Services for 12 years before joining Insigneo in 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 both discretionary and non-discretionary managed accounts, proprietary multi-asset portfolios, third-party manager oversight, and consulting services, utilizing a combination of customized allocations and firm-modeled strategies.

Maria Millares is a financial advisor at Arax Advisory Partners with 18 years of industry experience. She holds the Personal Financial Specialist (PFS™) designation and has previously worked at Blanco + Co, LLP, Millares & Company, Inc., and Millares Asset Management, LLC. Outside of her advisory role, she serves as the managing member of a commercial real estate entity in Coral Gables, FL. Arax Advisory Partners is a multi-team SEC-registered wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives and offers a range of services including financial planning and retirement plan consulting.

Armando Tous is a financial advisor at Insigneo Advisory Services, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citigroup Global Markets for 15 years. He is also the owner and president of VAV Corp, a pass-through entity for tax purposes. Insigneo Advisory Services provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm combines customized allocations and firm-modeled portfolios with third-party research to manage a diverse range of asset classes.

Francisco Murillo is a Series 66-registered advisor with Snowden Capital Advisors LLC in Coral Gables, FL, bringing 19 years of industry experience. He has worked at Snowden Lane Partners since 2019 and previously held roles at Bank of America N.A. and Merrill. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and utilizes a range of investment tools and third-party managers.

Ignacio Arata is a CFA® charterholder with 23 years of industry experience, currently serving at Insigneo Advisory Services, LLC. He has held roles at Insigneo Securities, LLC since 2017 and Julius Baer since 2015. Outside of his advisory work, he acts as a Protector of a trust, overseeing the trustee without control over funds or investment decisions. Insigneo Advisory Services, LLC provides investment advisory and portfolio management 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, incorporating third-party research and allowing client-imposed investment restrictions.

Arturo Rodriguez is a financial advisor at Aegis Capital Corp. with 13 years of industry experience. He holds a Series 66 designation and has been with Aegis since 2015. Outside of his advisory role, he is an attorney and owner of Deedology PLLC, a real estate transaction law firm. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and supports a range of client objectives and restrictions.

Daniel Rodriguez is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Snowden Lane Partners and Bank of America, N.A., as well as Merrill. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and uses a multi-team approach combined with institutional capabilities, including extensive use of third-party managers and global custodian platforms.

Delvis Llanes is a financial advisor with Dynamic in Miami, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Dynamic Wealth Advisors, doing business as Arrow Wealth Management, since 2013. Outside of his advisory work, Mr. Llanes owns Miami Charter Group, LLC, which offers private yacht charters in the Miami area. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and other advisers. The firm employs a long-term, client-specific portfolio construction process and provides a range of investment management and support services, with a particular focus on serving other registered investment advisers.

Debra Tyler is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at The Leaders Group, Inc. and Bank of the Ozarks. She serves on the boards of Big Brother Big Sisters of Miami and the Humane Society of Greater Miami, where she is also on the executive committee and acts as treasurer. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers customized allocations, multi-asset portfolios, third-party manager oversight, and consulting services, utilizing a combination of proprietary and third-party investment strategies.

Lorenzo Ramos Gonzalez is a financial advisor at Boreal Capital Management LLC with a Series 65 designation and over 30 years of industry experience, including a long tenure at Citibank Mexico. He joined Boreal Capital Management in 2025. Outside of his advisory role, he is involved as an owner and director of a real estate entity in Madrid, Spain. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm operates an open-architecture platform combining internal portfolio management with third-party and affiliated sub-advisers across various asset classes.

Adrian Perez De Vargas Munoz is a CFA® charterholder based in Miami, FL, with one year of experience at BBVA Global Wealth Advisors, Inc. He has an extensive background at BBVA, having held various roles there since 2016. BBVA Global Wealth Advisors serves individual and high-net-worth clients, as well as businesses and family offices, primarily through portfolio advisory and wrap-fee programs. The firm’s investment process incorporates client risk profiles aligned with guidance from BBVA S.A.’s Global Wealth Investment Committee and utilizes a mix of strategic and tactical asset allocation, with clients generally retaining final trade approval.

Sugeidy Mederos is a financial advisor at StoneX Advisors Inc. with 19 years of industry experience. She holds a Series 66 designation and previously worked for Bolton Securities Corporation and Bolton Global Capital for 12 years. Outside of her advisory role, she serves as Vice President of Zenith Wellness Miami, a massage therapy business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, employing various platforms and third-party managers to implement investment strategies.

Santiago Tolomei is a CFA® credentialed financial advisor with 16 years of industry experience. He is currently with Insigneo Advisory Services, LLC and has held various roles within affiliated Insigneo entities since 2022. Prior to joining Insigneo, he worked at Citibank NA Uruguay and CITI International Financial Services LLC. Outside of his advisory role, he holds ownership and directorship positions in two personal investment companies based in the British Virgin Islands. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm’s approach combines committee-driven model portfolios and individualized advisor-led construction, incorporating global asset classes, emerging-market exposure, and third-party macroeconomic research.

Albert Philion Jr. is a CFP® professional with over 33 years of experience in financial advisory. He is currently with Insigneo Advisory Services, LLC, where he has worked since 2020. His prior experience includes five years at UBS Financial Services. Outside of his advisory role, he holds minority ownership stakes in several startup companies, including an Italian restaurant in London. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base, including individuals, corporations, trusts, and institutional clients. The firm offers customized investment solutions and employs a combination of firm-modeled portfolios and third-party research in its investment process.

Patrick Dwyer is a financial advisor at New Edge Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Boston Private Wealth, Bank of America, and Merrill. Outside of his advisory role, he serves as an advisory board member for the Key Biscayne Community Foundation and the South Florida Neuroscience Center. New Edge 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 and employs an investment process that integrates asset allocation, investor behavior, and a range of strategies including proprietary solutions, alternative investments, and third-party managers.

Daryl Pereira Dennis is a financial advisor at MissionSquare Retirement with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Icma Rc since 2017 and previously at FOLIOfn Investments, Inc. from 2014 to 2017. Based in Miami, FL, Dennis focuses on retirement plan administration and advisory services. MissionSquare Retirement serves state and local government employers, employees, and select non-profit entities by providing deferred compensation and qualified retirement plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and offered through multiple channels within MissionSquare-administered accounts.

Harold Calveira Leon is a financial advisor at Insigneo Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Cal-Maine Foods. His career has been primarily focused within the Insigneo group of companies. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm’s investment approach combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating third-party macroeconomic research and ongoing monitoring.

Guillermo Porras is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at BCI Securities, Safra National Bank of New York, and EFG Capital Advisors Inc. He is currently associated with both Insigneo Advisory Services and its affiliated broker-dealer, Insigneo Securities LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm employs customized allocations alongside firm-modeled multi-asset portfolios, incorporating third-party research and periodic reviews, and offers a range of investment options including equities, fixed income, and alternative investments.