Karen Quijano Morales is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 65 credentials with nine years of industry experience. Her prior roles include positions at Itau International Securities, Banco Itau International, and Intl FCStone Securities Inc. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm combines strategic and tactical asset allocation using proprietary investment guides and third-party research, offering portfolios that include mutual funds, ETFs, UCITS, structured products, and individual securities.

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 12 years of industry experience. He is currently with Insigneo Advisory Services, LLC and has held various roles within the Insigneo group as well as at CITI International Financial Services LLC. His work spans multiple entities within the Insigneo organization. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm uses a combined approach of committee-driven model portfolios and individualized advisor-led portfolio construction, incorporating third-party macroeconomic research and global asset classes, including emerging markets and foreign currencies.

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 9 years of industry experience. He holds a Series 66 designation and has worked at firms including JPMorgan Securities LLC, JPMorgan Chase Bank NA, Morgan Stanley, Citigroup Global Markets, and XP Securities LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm utilizes a range of proprietary and third-party investment strategies and platforms to implement client portfolios.

John Romanach is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Insigneo Securities LLC and Insigneo Advisory Services LLC since 2021, and was previously with Wells Fargo Clearing from 2016 to 2021. Outside of his advisory role, he serves as co-trustee of his stepmother's trust. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with advisor-led customization, utilizing third-party macroeconomic research to align investments with client objectives and risk tolerances across global asset classes.

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, following three years at Merrill. GenTrust is an SEC-registered investment adviser that offers wealth management, investment management, financial planning, concierge, and consulting services to individuals, families, pooled vehicles, and institutional clients. The firm employs an asset-allocation driven approach that integrates fundamental, technical, and macroeconomic analysis with scenario-based risk management, and it incorporates AI-enabled tools alongside human oversight in its investment process.

Heyneer Mora is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Miura Capital, LLC, Wells Fargo Clearing, and Banc of America Investment Services, Inc. Mora is also manager and member of Mora Financial Services LLC, a pass-through entity used for personal accounting purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures to align with client objectives.

Jorge Lopez is a financial advisor at Insigneo Advisory Services, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Ameriprise. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios with advisor-led portfolio construction and offering access to global asset classes and emerging markets.

Ian Evans is a financial advisor at CV Advisors LLC with two years of industry experience. He previously worked at Seaview Investment Managers for three years and has a background that includes roles at Università Bocconi and St. Thomas Aquinas High School. He holds the Series 63 and Series 65 licenses. CV Advisors LLC is an independent multi-family office serving high-net-worth individuals, families, trusts, and institutions with a $50 million investable-assets threshold. The firm employs a blended investment approach combining top-down asset allocation and bottom-up security selection, offering both discretionary and non-discretionary portfolio management supported by proprietary technology and AI tools.

Juan Lenis is a financial advisor at BBVA Global Wealth Advisors, Inc. based in Miami, FL, holding a Series 65 designation with one year of industry experience. Prior to joining BBVA Global Wealth Advisors in 2024, he worked at BBVA Mexico SA for ten years. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm employs a risk-profile-based investment approach with portfolios consisting of mutual funds, ETFs, UCITS, structured products, and individual securities, supported by BBVA S.A.’s research and third-party resources.

Eduardo Cadenas is a financial advisor at Bolton Securities Corporation with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2023. Bolton Global Asset Management provides asset management and financial planning services to individual and high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an adviser-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

Javier Soria is a financial advisor at Insigneo Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including VectorGlobal and Andbanc Brokerage. Outside of his advisory role, he manages ownership of a rental property in Canada. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients. The firm combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures to align with client objectives.

Adriano Vieira is a financial advisor at J. Safra Asset Management Corporation with 10 years of industry experience. He holds a Series 65 designation and has been with J. Safra since 2012. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, and institutional clients. The firm combines fundamental security analysis and manager due diligence with a macroeconomic overlay, managing approximately $4.6 billion across various client types through model portfolios and discretionary management.

Ricardo Roberts is a financial advisor at Insigneo Advisory Services, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Intercam Advisors, Inc. and Intercam Securities, Inc. Roberts is also a 50% owner and managing member of RI-Vol 1 Real Estate LLC, a residential real estate leasing business. 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 portfolio construction. The firm integrates global asset classes, emerging markets, and offshore funds in its investment approach, with a focus on aligning allocations with client objectives and risk tolerances.

John Bussel is a financial advisor with Team Hewins, LLC in Miami, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He worked at Hewins Financial Advisors, LLC from 2005 to 2018 before joining Team Hewins. Outside of his advisory role, he serves as a director of the Shepard Broad Foundation, a private family foundation, and oversees investments for a family partnership through Broad-Bussel Enterprises, Inc. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm employs an Investment Committee to develop model portfolios based on Modern Portfolio Theory and offers specialized retirement plan services including ERISA 3(38) and 3(21) fiduciary roles.

Javier Fernandez is a CFA® charterholder with 16 years of industry experience. He is currently with Insigneo Advisory Services, LLC in Miami, FL, and has held various roles within the Insigneo organization since 2012. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients through discretionary and non-discretionary portfolio management. The firm employs a committee-driven model combined with advisor-led portfolio construction, incorporating global asset classes and emerging market exposures.

Esteban Diaz Fadic is a financial advisor at Insigneo Advisory Services, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for 11 years. He is also the manager and owner of EDF Advisors LLC, a non-securities-related business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, 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 strategies across various asset classes.