Christopher Neubert is a CFP® with 48 years of industry experience. He is currently with Moneco Advisors, where he has worked since 2014, and has also been associated with LPL Financial since 1994. Outside of his advisory work, Neubert assists clients with tax return preparation using TurboTax and serves as a notary public. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients. The firm offers fee-based portfolio management, retirement plan consulting, and access to various advisory programs, employing a range of investment strategies and ongoing portfolio monitoring to tailor asset allocation to client goals and risk tolerances.

Mariana Lora is a financial advisor at CV Advisors LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Global Kandor Advisors, PURE Group of Insurance Companies, Massachusetts General Hospital, American Eagle Outfitters, and Suffolk University. CV Advisors is an independent boutique multi-family office serving high-net-worth individuals, families, trusts, estates, foundations, and other qualified entities. The firm employs a combination of top-down asset allocation and bottoms-up security and manager selection, utilizing ETFs and third-party managers when appropriate.

Gaetan Policard is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Simplicity Wealth, LLC and Wealth Watch Advisors. Policard is also president of Komit LLC, a luxury car rental business. Foundations Investment Advisors provides financial planning and portfolio management to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing strategy through a large network of affiliated advisers.

Julian Esses is a CFA® charterholder and holds the Series 66 designation, currently serving as a financial advisor at Snowden Capital Advisors LLC with three years of industry experience. Before joining Snowden Capital Advisors, he held positions at NR Group Management, TDJ Holdings, LLC, and Lazard in both Panama and Argentina. He serves as President and Vice President of his condominium homeowners association, where he assists with budgeting and coordination. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, financial and estate planning, and uses a multi-team approach combined with institutional capabilities, including the use of third-party managers and global custodian platforms.

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 with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 designation and one year of industry experience. His work history includes roles at Insigneo Securities, 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, as well as businesses and family offices, primarily through portfolio advisory and wrap-fee programs. The firm’s investment approach incorporates client risk profiles with input from BBVA S.A.’s Global Wealth Investment Committee, emphasizing non-discretionary asset management and an international focus.

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 39 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 15 years. Outside of advising, she is the owner of Island Mice, a business involved in ordering materials and overseeing production quality. 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 advisor-led portfolio construction and incorporates third-party macroeconomic research to tailor allocations across a range of global asset classes.

Michael Colombino is an investment advisor representative with Siebert AdvisorNXT, LLC. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior roles include positions at Muriel Siebert & Co., Inc., Prometheum Ember ATS Inc., and Stockcross. Outside of advisory work, he manages a part-time vacation rental in Florida. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through an investment supervisory platform that combines Modern Portfolio Theory with access to third-party and independent managers. The firm offers both discretionary and non-discretionary portfolio management with an emphasis on an automated, ETF/ETN-based allocation approach within a wrap-fee structure.

Stephen Wright is a CFP®-certified financial advisor with 12 years of industry experience, currently with CW Advisors, LLC. He previously worked at Congress Wealth Management LLC, Pinnacle Advisory Group, and The Enrichment Group, Inc. CW Advisors, LLC is a multi-team firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach and employs a mix of active, passive, quantitative, and ESG strategies.

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® professional with four years of industry experience, currently serving at Evensky & Katz/Foldes Wealth Management. He has been with the firm since 2021 and previously worked at Equitable Advisors. Evensky & Katz/Foldes Wealth Management is a fee-only fiduciary firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a core-and-satellite portfolio management approach emphasizing low-cost index and ETF investments alongside select active and alternative allocations, supported by comprehensive financial planning and independent manager selection.

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.

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 and its predecessor entities since 2011. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary wealth management firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm uses a written Investment Policy Statement to guide a core-and-satellite portfolio approach that combines low-cost index and ETF cores with select active and alternative strategies, emphasizing tax- and cost-efficient management.