John Chrin is a CFP® with eight years of industry experience, currently serving as an advisor at Circle Wealth Management, LLC since 2012. He holds Series 63 registration and participates in multiple advisory roles, including with Century Equity Partners and AIRE Labs Limited, where he provides insights on the U.S. financial landscape. Additionally, he is a partner at Circle VenCap, LLC, involved in investment valuations and K-1 preparation. Circle Wealth Management, LLC offers customized wealth advisory, investment management, and family office services to high-net-worth individuals and multi-generational families. The firm emphasizes tailored investment policy statements and proprietary due diligence, managing over $12 billion in assets while focusing on clients with approximately $50 million in investable assets.

Andres Somoza is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Insigneo Advisory Services since 2020 and previously at StoneX International Securities Inc. from 2015 to 2019. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through committee-driven model portfolios and individualized advisor-led construction. The firm includes global asset classes and emerging-market exposures in its strategies and is affiliated with a broker-dealer and international entities.

Ernesto Cucalon is a financial advisor at Bolton Securities Corporation with 28 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in various capacities since 2011. Outside of his advisory role, Ernesto co-owns and manages 305go, LLC, a vending machine business based in Miami. 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, and institutional clients. The firm’s approach is IAR-driven, focusing on tailored portfolios using mutual funds, ETFs, equities, and fixed income with a generally long-term orientation.

Nicolas Mauricio is a financial advisor at Beacon Global Advisor Network, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BlackPoint Capital Partners, GWM USA, and Northwestern Mutual. Outside of his advisory role, he is also an insurance agent selling non-variable life, health, annuity, and disability income insurance products. Beacon Global Advisor Network, LLC serves individual clients through a network of approximately 60 independent advisors, managing around $397 million in assets. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on both non-high-net-worth and high-net-worth individuals.

Carlos Van Maanen is a financial advisor at Insigneo Advisory Services, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 17 years. He serves as a Managing Director at Insigneo Advisory Services, LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized and model-driven investment solutions across multiple asset classes, combining individual adviser allocations with firm-managed portfolios overseen by an Investment Committee.

Diego Castillo Escoriaza is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Beta Capital Securities LLC for nine years and serves as an Investment Adviser Representative for the affiliate RIA, Creand Management. His work is based in Miami, FL. Insigneo Advisory Services offers investment advisory and consulting services to both retail and institutional clients, utilizing a combination of committee-driven model portfolios and individualized advisor-led portfolio construction that includes global asset classes and emerging-market exposures.

Paulo Martinez Cleves is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Insigneo Securities, LLC, PNC Investments, Bank of America, and PNC Bank. Outside of his advisory work, he is president of MA Consulting Americas LLC, an e-commerce and health insurance sales business. 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 emphasizes a non-discretionary investment approach that aligns client risk profiles with investment guides developed from BBVA S.A.’s global research and employs both strategic and tactical asset allocation.

Miguel Carrillo is a financial advisor at Insigneo Advisory Services, LLC with 27 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 10 years before joining Insigneo in 2020. Outside of his advisory role, Carrillo serves as a director at Home Comfort Products Inc., a company representing various product lines. 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 discretionary and non-discretionary managed accounts, firm-modeled multi-asset portfolios, third-party manager oversight, and consulting services, utilizing a combination of customized allocations and firm-modeled strategies across multiple asset classes.

Anna Somoza is a financial advisor at Insigneo Advisory Services, LLC with 38 years of industry experience. She holds a Series 63 credential and previously worked at Morgan Stanley in various capacities from 2008 to 2023. Outside of her advisory role, she is the owner of Island Mice, a business involved in ordering materials and quality control. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm uses a combination of customized allocations and firm-modeled multi-asset portfolios, employing third-party research and regular account reviews across a range of asset classes and strategies.

Michael Colombino is an investment advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and previously spent 16 years at Stockcross. Colombino manages a part-time vacation rental business in Florida. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program, utilizing mean-variance optimization and primarily ETFs and ETNs. The firm offers discretionary and non-discretionary account management with access to third-party managers and combines algorithmic portfolio construction with dedicated advisor support.

Mariano Scandizzo is a CFA® credentialed advisor at Insigneo Advisory Services, LLC with four years of industry experience. His career includes roles at Biscayne Americas and founding Scandizzo & Partners LLC prior to joining Insigneo, where he has served since 2021. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients through discretionary and non-discretionary portfolio management, including proprietary multi-asset portfolios and third-party manager oversight. The firm employs a committee-driven investment process combined with customized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures.

Alejandro Ruiz is a CFP® and holds a Series 66 license with four years of industry experience. He has been with Evensky & Katz/Foldes Wealth Management since 2021, following a year at Equitable Advisors and prior roles including work at the University of Miami and Gibson Bethel Community Center. Evensky & Katz/Foldes Wealth Management serves individuals and institutions such as high-net-worth clients, entrepreneurs, corporate executives, trusts, estates, charities, and retirement plans. The firm offers fee-only wealth management and financial planning focused on planning-driven strategies, using low-cost index and ETF exposures combined with satellite allocations, tax- and cost-efficient management, and discretionary monitoring.

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 at Belpointe Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and LPL Financial. Outside of his advisory role, he serves on the Board of Trustees for New College of Florida and chairs the college’s financial education program. He is also a podcaster and managing member of the Sarasota SPEAX Podcast, which focuses on community advocacy. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management and financial planning, employing customized portfolios that range from passive to tactical strategies tailored to client objectives and risk tolerance.

Charles Howell is a CFP® with 21 years of industry experience, currently serving at IP Financial Advisory Services LLC. His background includes roles at Innovation Partners LLC and Bankers Life entities. He also serves as a trustee for the City of Hollywood General Employee Pension Fund and owns businesses in traffic education and accounting services. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on personalized portfolio management and financial planning. The firm offers a range of advisory and consulting services including actuarial analysis and managed account programs with discretionary authority to implement and rebalance 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 since 2014. Evensky & Katz/Foldes Wealth Management provides fee-only wealth management and investment advisory services to individuals, trustees, retirement plans, charities, and small businesses. The firm uses a wealth-management approach centered on client goals, combining strategic asset allocation with an equity core-and-satellite framework that includes low-cost index funds and ETFs alongside specialty allocations and alternative investments where appropriate.

Jason Benson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses. He has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2025. Prior to his advisory role, he worked at Chipotle and has experience in education and aquatic complex management. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and third-party money manager relationships. The firm operates within the Mutual of Omaha group, offering financial planning and retirement consulting across a multi-team platform supported by Envestnet and Pershing.

Salvador Diaz Bazan is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Insigneo Advisory Services and its affiliated broker-dealer since 2019 and previously worked at Insight Securities, Inc. He owns Diaz-Bazan Asset Management LLC and is a part-owner and CFO of Bonds Bio Systems Corporation, a contract research organization focused on pharmaceutical drug testing in Boston. Additionally, he and his wife are investors in a bilingual daycare in Boston. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients with discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios and individualized advisor-led construction, utilizing third-party macroeconomic research to align portfolios with client objectives and risk tolerances across global asset classes.

John Dutkowski Canto is a financial advisor with Santander Securities LLC in Miami, FL, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He has been with Santander Securities since 2014 and has also worked with Santander International Private Banking since 2012. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products. The firm employs third-party discretionary investment managers and emphasizes compliance oversight, tax overlays, and ESG options in its investment approach.

Donald Wilcox is a financial advisor with On Investment Management Company in Hollywood, FL, holding a Series 63 designation and bringing 56 years of industry experience. He has worked at The O.N. Equity Sales Co since 2002 and Paul Revere Insurance Company since 1974. Outside of his advisory role, he is involved with Wilcox Financial Strategies, a non-investment business focused on selling life, disability, and fixed insurance products. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms, including fee-based financial planning and both discretionary and non-discretionary investment programs.