Sandra Neubert is a financial advisor with Moneco Advisors, holding a Series 63 license and bringing 39 years of industry experience. She has worked with Moneco Advisors since 2014 and has longstanding ties to LPL Financial dating back to 1994. Outside of investment advisory, she is involved in offering major medical insurance plans to small businesses through Moneco Benefits Planning. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm serves individual and high-net-worth clients, providing fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs and third-party managers, delivering tailored asset management through a diverse range of investment strategies.

Joaquin Dupont is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 18 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2021, and previously at Wells Fargo Clearing from 2016 to 2021. Outside of his advisory role, Mr. Dupont is involved in managing several business entities, including serving as owner and managing partner of Dolfina Group LLC and co-owner and managing director of Esphera Capital, LLC. Bolton Global Asset Management serves a diverse client base including individuals, corporations, institutions, and fiduciaries, providing discretionary and non-discretionary portfolio management. The firm employs multiple investment strategies and a network of advisers, emphasizing a long-term investment approach while incorporating various asset classes and third-party programs.

Andres Brik is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for five years. He is a limited partner in Elion Partners LLC, a real estate investment firm. 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 combines customized allocations with firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and allowing for client-imposed investment restrictions.

Fabiola Bravo Serjant is a financial advisor at Mora Capital Management, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Boreal Capital Securities LLC, Raymond James, and Amerant Bank NA. 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 operates an open-architecture investment platform that allocates across broad asset classes using fundamental and technical analysis, managing both discretionary and non-discretionary assets across various investment vehicles.

Mariano Llosa is an investment advisor representative with Octavia Wealth Advisors LLC and holds Series 65 and Series 63 registrations. He has 13 years of industry experience, including prior roles at Axa Advisors, AmeriWealth Advisors, and Southern Trust Securities. Llosa serves on the boards of the Peruvian American Chamber of Commerce and the nonprofit organization Red De Corazones Inc. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a variety of clients, including individuals, high-net-worth clients, trusts, businesses, retirement plans, and institutional entities. The firm utilizes customized portfolios with a focus on low-cost ETFs, mutual funds, individual securities, and alternative investments, and it offers services including investment management, financial planning, retirement plan advisory, and trust administration.

Ruben Hernandez is a financial advisor at Mora Capital Management, LLC in Miami, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Mora Wm Securities LLC since 2012. Hernandez is a limited partner and passive investor in China Investment Venture. Mora Capital Management provides investment management and advisory services to institutional and individual clients, including high-net-worth and non-U.S. investors, utilizing an open-architecture platform that combines fundamental and technical analysis across various asset classes.

Diego Laiz Moyano is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 65 designations and 10 years of industry experience. His prior roles include positions at PNC and several BBVA-affiliated entities. He is also involved in referring clients to an insurance agency through a related business activity. BBVA Global Wealth Advisors, Inc. offers investment advisory services to individuals, high-net-worth clients, businesses, and family offices, utilizing strategic and tactical asset allocation supported by BBVA S.A.’s fund research and third-party resources. The firm manages portfolios with a range of investment vehicles and conducts periodic reviews to maintain suitability aligned with client risk profiles.

Larry Rozas is a financial advisor at Bolton Securities Corporation with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including CITI International Financial Services LLC, Truist Investment Services Inc., and Merrill. Rozas is the owner of two active entities, Windhorse Corp. and Windhorse Fund LLC, which are currently not in use. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, and institutional clients. The firm employs a range of investment strategies using mutual funds, ETFs, equities, and fixed income, with a focus on long-term portfolio management and a service model that includes affiliated broker-dealer relationships.

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 with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. Prior to his advisory role, he worked over three decades at Penquin Painters, Inc. He also serves as a Mutual of Omaha insurance agent in Boca Raton, FL, providing life, disability, long-term care, and related insurance products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through platform relationships with Envestnet and Pershing, combining investment advisory with broker-dealer and insurance business lines within the Mutual of Omaha group.

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 with Insigneo Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. His career includes roles at UBS Financial Services, Morgan Stanley Private Bank, and BTG Pactual in various capacities. 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, third-party manager oversight, and a wrap fee program. The firm’s investment process combines committee-driven model portfolios with advisor-led portfolio construction, incorporating global asset classes and allowing client-specific restrictions.

Ciro Vasquez is a financial advisor at Insigneo Advisory Services, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at Mercantil Commercebank Investment Services from 2009 to 2021 before joining Insigneo Advisory Services and its affiliated broker-dealer in 2021. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through a blend of committee-driven and advisor-led portfolio construction. The firm’s investment approach includes global asset classes and emerging-market exposures, with customizable client arrangements.

Maria Millares is a financial advisor at Arax Advisory Partners with 18 years of industry experience. She holds the PFS™ designation and has previously worked at Blanco + Co, LLP and led her own firms, Millares & Company, Inc. and Millares Asset Management, LLC. Outside of advising, she is the managing member of a commercial real estate business in Coral Gables, FL. Arax Advisory Partners serves a broad client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers wealth management and advisory services through a range of approaches, utilizing in-house teams, external managers, model portfolios, and both traditional and alternative investments.

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.