Diego Laiz Moyano is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 65 licenses with 9 years of industry experience. He has worked at BBVA in various capacities since 2014 and was previously with PNC from 2021 to 2024. Outside of his advisory role, he is involved with BBVA Global Wealth Insurance, Inc. as an insurance agent, referring clients to the agency. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices through portfolio advisory and wrap-fee programs. The firm’s investment approach combines strategic and tactical asset allocation, emphasizes non-discretionary client control over trades, and incorporates an international focus leveraging BBVA S.A.’s research and third-party models.

Larry Rozas is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 65 and Series 63 credentials and 13 years of industry experience. He has worked at several firms, including CITI International Financial Services LLC and Merrill. Rozas is the owner of two entities, Windhorse Corp. and Windhorse Fund LLC, which are currently inactive and unrelated to his investment activities. Bolton Global Asset Management, where Rozas is affiliated, provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers portfolio management through a combination of internal management, unaffiliated money managers, and third-party programs, with a focus on customized wealth management and a primarily long-term investment approach.

Angel Colina is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked with Morgan Stanley and its affiliated private banks from 2012 to 2023. Outside of finance, he is president and owner of Le Printemps Florist, a retail flower shop in Miami. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, and institutional clients. The firm offers discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services, employing a combination of customized allocations and firm-modeled strategies overseen by an Investment Committee.

Marco Oreamuno is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 21 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2010 to 2019. Outside of his advisory work, he owns Lions Hills Investments, LLC, an entity used to facilitate securities and investment advisory operations. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm emphasizes a tailored, IAR-driven investment approach that incorporates mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation while allowing tactical adjustments.

Noah Stein is a financial advisor at NewEdge Wealth with three years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Blue Star Camps. Noah also has experience as a sales assistant supporting ultra-high-net-worth clients. NewEdge 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 with an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and alternative exposures.

Lovie Scott is a financial advisor at Mutual of Omaha Investor Services, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual of Omaha Investor Services since 2022. Prior to his advisory career, he spent over three decades at Penquin Painters, Inc. Scott is also a licensed insurance agent, providing life, disability, long-term care, Medicare, critical illness insurance, and annuities. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm utilizes a network of Investment Advisor Representatives who recommend model portfolios or third-party managers and provide ongoing planning and advisory support.

George Arias is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has worked at Snowden Lane Partners since 2019, following roles at Bank of America and Merrill. Outside of advising, Arias is involved in managing a family-owned rental property in Miami. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and other institutional clients. The firm offers customized portfolio management, investment consulting, and financial planning, utilizing a multi-team approach with access to a broad range of investment tools and third-party managers.

Mariana Foerster is a financial advisor at Insigneo Advisory Services, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at several firms including Loyola Asset Management LLC and Private Client Services. She serves as Vice President of Programs for the Sunset Elementary PTA, where she focuses on enhancing community events and STEM initiatives. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through model portfolios and advisor-led construction that incorporate global asset classes and third-party research.

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.