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.

Maria Solanet is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Insigneo in 2023, she worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2015 to 2023. Outside of her advisory role, she is president and owner of La Verde Corp, a pass-through entity for tax purposes. Insigneo Advisory Services provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm combines customized allocations with firm-modeled portfolios overseen by an investment committee, utilizing a range of asset classes and strategies tailored to client needs.

Cesar Arana 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 Insigneo since 2017, following six years at Northeast Securities. 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 a range of services such as managed accounts, third-party manager oversight, and proprietary private placement vehicles, employing a combination of customized allocations and firm-modeled portfolios overseen by an Investment Committee.

Antonio Quelhas is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 22 years of industry experience. Prior to joining Insigneo in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, Quelhas has an ownership interest in a family partnership managing farming and real estate activities in Portugal. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through a combination of committee-driven model portfolios and individualized advisor-led strategies. The firm integrates global asset classes and emergent market exposures, serving clients with a range of investment approaches including cross-border elements.

Elisea Frishberg is a financial advisor with Compass Financial Management LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. She previously led the Elisea Frishberg Advisory Group and worked at Crocker, White & Frishberg Advisory Group. Outside of advising, she is an independent insurance agent and manages a financial education media business. Compass Financial Management LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, using a multi-disciplinary investment process across various asset classes.

Astrid Arias Ruiz is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. She has been with Insigneo Advisory Services since 2016 and Insigneo Securities since 2015. Outside of her advisory role, she is president and a 50% owner of A3 Advisory LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm offers customized allocations, firm-modeled multi-asset portfolios, and third-party manager oversight, utilizing a range of investment strategies across various asset classes.

Martin Latugaye is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at Insigneo Advisory Services and Insigneo Securities since 2017 and previously at Northeast Securities Inc. from 2010 to 2017. Outside of his advisory role, he is involved with GALODEN COMPANY SA, a financial advisory firm in Uruguay, and serves as a shareholder and director of Surfing Academy Corp., a personal investment company. Insigneo Advisory Services provides investment advisory and portfolio management to individuals, corporations, trusts, institutions, and banking clients. The firm combines customized allocations with firm-modeled multi-asset portfolios overseen by an Investment Committee, utilizing a range of investment strategies and client-imposed restrictions.

Katherine Sojo Trujillo is a CFP® and holds a Series 65 license with 10 years of industry experience. She has been with Evensky & Katz/Foldes Wealth Management since 2015. Evensky & Katz/Foldes Wealth Management is a fee-only advisory firm serving individuals, trustees, retirement plans, charities, and small businesses. The firm uses a wealth-management approach centered on client goals, combining strategic asset allocation with core-and-satellite portfolios primarily composed of low-cost index funds and ETFs.

Juan Ruiz is a CFP® with 18 years of industry experience, currently affiliated with M Holdings Securities, Inc. and Interamerican Financial Consulting. He has worked with PRUCO Securities, LLC and Prudential Insurance Company of America since 2007. Outside of his advisory roles, he is the owner of a corporation that holds title to a boat and serves as president of an LLC created to own a vessel. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, and financial planning through a network of independent advisors and sponsored platforms.

David Munoz is a financial advisor at GenTrust in Miami, FL, holding a Series 65 designation with five years of industry experience. He has been with GenTrust since 2013. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base including high-net-worth individuals, pooled investment vehicles, and financial intermediaries. The firm manages approximately $4.46 billion in assets with a team of about 20 advisors and employs a multi-faceted investment approach that includes fundamental, technical, and macroeconomic analysis combined with scenario-based risk management and valuation adjustments.

Woong Seong Hwang is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Snowden Lane Partners since 2017 and previously spent 15 years at Merrill. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, providing portfolio management, investment consulting, financial and estate planning, and access to a diverse range of investment tools and third-party managers.

Franklin Christophers is a financial advisor with StoneX Advisors Inc. in Miami, FL, holding Series 63 and Series 65 licenses and with 25 years of industry experience. Prior to joining StoneX, he spent 13 years at Bolton Global Asset Management and Bolton Global Capital. He is also co-owner and Managing Director of Brightstone Capital, LLC, where he manages investment advisory services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm delivers these through independent Financial Advisors and an in-house Private Client Group, utilizing various platforms and third-party money managers to implement customized investment strategies.

Carlos Asilis is a financial advisor at Insigneo Advisory Services, LLC with credentials including Series 63 and Series 65 licenses. He has over 18 years of industry experience, having worked previously at Glovista Investments LLC for 17 years and Graham Capital Management for one year. He joined Insigneo Advisory Services in 2026. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a range of clients including individuals, corporations, trusts, and institutional investors such as banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party macroeconomic research and offering a diverse range of investment options across multiple asset classes.

Charles Skemp is a Series 65–licensed advisor at IPI Wealth Management, Inc. in Miami, FL, with two years of industry experience. His work background includes roles at various companies, including investment advisory positions at Skemp Company and Investment Planners Inc. He is also involved with Skemp Financial Group, LLC, a non-investment real estate venture focused on buying and selling properties. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in assets through a team of 66 advisors and employs an open-architecture approach with proprietary, risk-based portfolios managed on a discretionary basis.

Felix Fuertes is a financial advisor at Aegis Capital Corp. with 26 years of industry experience. He holds a Series 66 designation and has been with Aegis Capital Corp. since 2017, following a two-year tenure at Northeast Securities Inc. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and handles trade execution, clearing, custody, and reporting for program clients.

Andrea Hernandez Zavarce is a financial advisor at Insigneo Advisory Services, LLC with three years of industry experience. She holds the Series 66 designation and has worked at Insigneo since 2023, with prior experience at Folionet Advisers LLC and Folionet Financial LLC. Before entering the financial sector, she spent over a decade in education roles at Universidad Metropolitana and Colegio Los Campitos. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers customized portfolios and firm-modeled investment strategies across various asset classes, combining individual adviser input with a dedicated Investment Committee and third-party research.

Emilio Torrealba Charinga is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Equitable Advisors. Outside of advisory work, he is active as an insurance agent focusing on life, health, annuities, and final expenses, and he also works part-time with Uber Technologies Inc. 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 utilizes platforms like Envestnet and Pershing, and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Javier Sanchez is a financial advisor at GenTrust with 11 years of industry experience. He holds a Series 65 designation and has been with GenTrust since 2016, following two years at LourdMurray. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to individual and institutional clients, including high-net-worth individuals and pooled investment vehicles. The firm manages approximately $4.46 billion in assets and employs a multi-disciplinary investment approach that includes discretionary and non-discretionary portfolio construction, combining fundamental, technical, and macroeconomic analysis.