Jose Lau is a financial advisor at BBVA Global Wealth Advisors, Inc. with 17 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at several firms, including PNC Investments and Actinver Securities. Outside of his advisory role, he is involved with BBVA Global Wealth Insurance, Inc., referring clients to the insurance agency. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses a structured approach that combines strategic and tactical asset allocation with a diverse selection of investment products, supported by proprietary and third-party research.

Antonio Oliveira Moura is a financial advisor at Mora Capital Management, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Efg Capital International Corp since 2005 and Efg Capital Advisors Inc from 2016 to 2019. He serves as an observer to the Central America Bottling Corp Board of Directors meetings without compensation. Mora Capital Management provides investment management and advisory services to institutional and individual clients, including high-net-worth and non-U.S. investors. The firm employs an open-architecture investment approach across multiple asset classes and manages both discretionary and non-discretionary assets.

Omar Morillo is a financial advisor with Mariner Independent, holding CFP® and ChFC® designations and the Series 66 license, with 10 years of industry experience. He has worked at multiple firms including Imperio Wealth Advisors, which he founded, and Purshe Kaplan Sterling Investments. Outside of advisory work, he owns Jetsetter Fulfillment, LLC, an online merchandise sales business. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management through both model portfolios and discretionary management, supported by a platform that integrates institutional resources and third-party managers.

Kristopher Fulwood Davis is a financial advisor at Trajan Wealth, L.L.C. with 4 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes roles at Fisher Investments, TIAA, and JPMorgan Chase Bank. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, with portfolios tailored to clients’ specific risk tolerances, tax situations, and other circumstances.

Luiz David Azambuja is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at multiple firms, including Kovack Securities, Capital Guardian, and Rehmann Wealth, before joining Insigneo in 2018. Azambuja serves as Vice President and committee participant for the Brazilian American Chamber of Commerce of Florida and is a director and shareholder of Protector International Services LLC. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios with individualized advisor-led portfolio construction. The firm incorporates global asset classes and emerging-market exposures and manages both discretionary and non-discretionary accounts.

Alvaro Quintero is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies for ultra-high-net-worth individuals, families, and corporations both in the United States and abroad. He focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. With a client focus that includes corporate executive services, executive compensation, family wealth management strategies, institutional consulting, and international wealth management, Alvaro brings over 20 years of experience to his role. His approach emphasizes simplicity and transparency in the complexities of investing, aiming to help clients understand the investment landscape, pursue their financial aspirations, and monitor their results and associated risks. Alvaro holds a Bachelor's Degree from Pontificia Universidad Javeriana, has completed certificate programs at Universidad Externado de Colombia and the University of Miami, and earned an MBA from the Kellogg School of Management at Northwestern University. He is fluent in Spanish and English. Outside of his professional work, Alvaro enjoys basketball, hiking, music, reading, scuba diving, soccer, spending time with his family, traveling, watching movies, and practicing yoga.

Felipe Valbuena Ospina is a CFP® and Series 66 credentialed financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. His prior roles include positions at VectorGlobal WMG and EFG Capital International, as well as EFG Bank. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through model portfolios and individualized advisor-led strategies with global and emerging market exposures.

Maria Gonzalez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at PNC Managed Account Solutions, Inc. and BBVA Wealth Solutions Inc., among others. 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 a combination of customized allocations and firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and allowing client-imposed investment restrictions.

George Perez is a financial advisor with GenTrust, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Merrill from 1999 to 2011 and Old City Securities LLC from 2015 to 2021. Perez is a principal of GenTrust and a passive investor in Catenary Asset Management, LLC, an affiliate focused on alternative investments. 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 uses an asset-allocation-driven approach combining fundamental, technical, and macroeconomic analysis with scenario-based risk management and incorporates AI-enabled tools while maintaining human oversight.

Cara Vazquez is a financial advisor at New Edge Wealth with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Power Sustainable and BlackRock Investments. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services including wealth strategy, portfolio management, and institutional consulting, using a combination of independent managers, model strategies, and proprietary investment solutions supported by AI-assisted analytics under human supervision.

Zoraida Diaz is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She previously worked at UBS Financial Services Inc. for nine years before joining Insigneo in 2020. Diaz is also the owner of DM Wealth Management Group. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm uses a combination of customized allocations and firm-modeled portfolios overseen by an investment committee, employing a range of asset classes and permitting client-imposed investment restrictions.

Enmanuel Benavides Rodriguez is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Wells Fargo Clearing, Bank of America, and Vail Resorts, among others. He is involved with multiple business activities, including JEB Professional Services LLC and Koinla LLC. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices with investment advisory services including portfolio advisory, wrap fee programs, and access to model portfolios. The firm uses investor risk profiling and combines strategic and tactical asset allocation informed by in-house and third-party fund research, managing portfolios with a mix of mutual funds, ETFs, UCITS, structured products, and individual securities.

Edoardo Ribetti is a financial advisor at Insigneo Advisory Services, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley, UBS Financial Services, and Merrill. 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 individualized advisor-led construction, with a focus on global asset classes and cross-border investment opportunities.

James Jiao is a Senior Vice President at Insigneo Advisory Services, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at firms including UCAP Securities, Adi Dassler Family Office, and Bolton Global Capital. Outside of his advisory work, he is the sole proprietor of Erudito Training Systems, which provides firearms, safety, aviation training, and introductory wealth management courses, and he manages Flying Bull Aviation LLC, overseeing aircraft maintenance and administration. 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 customized allocations and firm-modeled multi-asset portfolios, utilizing third-party macroeconomic research and a range of investment vehicles while permitting client-imposed restrictions and combining proprietary and third-party strategies.

Cynthia Ramirez Figueroa is a financial advisor at BBVA Global Wealth Advisors, Inc. with eight years of industry experience. She holds a Series 66 designation and previously worked at Citibank and Citibanamex for a combined 14 years. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices, providing portfolio advisory and access to diverse investment models. The firm combines strategic and tactical asset allocation informed by both BBVA S.A.’s fund research and third-party resources, utilizing a range of investment products including mutual funds, ETFs, UCITS, and structured securities.

Martha Chinea is a financial advisor at Bolton Securities Corporation with 31 years of industry experience. She holds the Series 66 designation and has worked at firms including Merrill and Wells Fargo Clearing. Bolton Global Asset Management provides asset management and financial planning services to a diverse client base including high-net-worth individuals, corporate and institutional clients, and charitable organizations. The firm offers portfolio management using mutual funds, ETFs, equities, and fixed income, emphasizing a long-term investment approach combined with flexible strategies.

Pedro Lawrie is a financial advisor at Insigneo Advisory Services, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Puente Hnos SA and Universidad Torcuato di Tella. Lawrie is also the owner of a personal investment company, Pietro Custodi Corp. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management that includes firm-managed multi-asset portfolios, third-party manager oversight, and proprietary fund advising. The firm’s investment process combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures.

Gilherme Dos Santos Makhoul is a financial advisor at Insigneo Advisory Services, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at VectorGlobal WMG for five years. Outside of advising, he is a vice president of a company involved in manufacturing and distributing musical instruments. 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 individualized advisor-led strategies that incorporate global asset classes and third-party research.

Francisco Collado is a financial advisor at Insigneo Advisory Services, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Amerant Investments, Inc., and Ameriprise. Collado is based in Miami, FL. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed multi-asset portfolios, third-party manager oversight, and consulting. The firm integrates committee-driven model portfolios with advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures.

Edgardo Medina Perez is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has eight years of industry experience. He has worked with various entities within the Mutual of Omaha group since 2016. In addition to advising, he is also an insurance agent and a mortgage loan originator. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm operates within the Mutual of Omaha group and delivers managed solutions primarily through a platform relationship with Envestnet, using Pershing as custodian and broker-dealer.