Michael Gonzalez is a financial advisor at Insigneo Advisory Services, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Triad Advisors LLC, OSAIC Wealth Inc, and Investacorp Inc. His background also includes six years at Akerman, LLP. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers customized and committee-overseen investment strategies across a broad range of asset classes, utilizing both proprietary and third-party approaches.

Andre Luiz Monteiro is a financial advisor at StoneX Advisors Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and XP Securities LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes advisor-managed portfolios, proprietary model solutions, and third-party money managers with platforms designed for implementation, tax-aware services, and client-imposed investment restrictions.

Arturo Rodriguez Diaz is a financial advisor with RIWM, LLC, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at Aegis Capital Corp. since 2015 and with RIWM, LLC since 2012. RIWM, LLC, operating as Rehmann International Wealth Management, provides individual portfolio management, family wealth consulting, and portfolio supervision primarily on a non-discretionary basis. The firm serves mostly individual clients, including a notable non-U.S. presence, and employs a combination of fundamental, technical, and cyclical analysis strategies.

John Romanach is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Insigneo in 2021. Outside of his advisory role, he serves as co-trustee of his stepmother's trust. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized allocations through individual advisers and firm-modeled portfolios, utilizing a range of asset classes including equities, fixed income, commodities, and alternative investments.

Juan Gonzalez is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Kovack International Wealth Management. Gonzalez is currently affiliated with Insigneo Securities, LLC, in addition to his advisory role. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, institutional clients, and banking institutions. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and periodic reviews to monitor performance.

Alexander Ruiz is a financial advisor at GenTrust with 17 years of industry experience. He holds the Series 66 designation and has been with GenTrust since 2011. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a comprehensive investment process that integrates fundamental, technical, and macroeconomic analysis, focusing on asset allocation and risk management.

Heyneer Mora is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Miura Capital, Wells Fargo Clearing, and Wells Fargo Advisors. Mora is also the manager and member of a personal accounting entity, Mora Financial Services LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers customized and model-based investment solutions across multiple asset classes, utilizing third-party research and periodic reviews to monitor performance.

Jorge Lopez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. His career history includes roles at Wells Fargo Advisors, LLC, and various Insigneo entities. 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 individual advisor-led strategies that incorporate global asset classes and third-party research.

Juan Lenis is a Series 65-registered financial advisor with BBVA Global Wealth Advisors, Inc., based in Miami, FL. He has over a decade of experience in the financial services industry, including ten years at BBVA Mexico SA before joining BBVA Global Wealth Advisors in 2024. 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 integrates client-specific risk profiles with global investment research and combines strategic and tactical asset allocation.

Suhey Rios Perez is a CFP® and Series 65-licensed advisor with Mutual of Omaha Investor Services, Inc., where she has worked since 2019. She has five years of industry experience, including roles at Mutual of Omaha Insurance Company. Outside of advising, she is also an insurance agent operating under the DBA Tomorrow Financial Strategies. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Eduardo Cadenas is a financial advisor at Bolton Securities Corporation with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2023. Bolton Global Asset Management provides asset management and financial planning services to individual and high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an adviser-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

Javier Soria is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 credential and eight years of industry experience. He has previously worked at VectorGlobal IAG, VectorGlobal WMG, ANDBANC Brokerage LLC, and Scotiabank. Outside of his advisory role, he is a landlord of a rental property in Canada. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm’s approach combines committee-driven model portfolios with advisor-led portfolio construction, utilizing third-party macroeconomic research and monitoring to align investments with client objectives and risk tolerances.

Ricardo Roberts is a financial advisor at Insigneo Advisory Services, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Intercam Advisors, Inc. and Intercam Securities, Inc. Roberts is also a 50% owner and managing member of RI-Vol 1 Real Estate LLC, a residential real estate leasing business. 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 and individualized advisor-led portfolio construction. The firm integrates global asset classes, emerging markets, and offshore funds in its investment approach, with a focus on aligning allocations with client objectives and risk tolerances.

Javier Fernandez is a CFA® charterholder with 16 years of industry experience. He is currently with Insigneo Advisory Services, LLC in Miami, FL, and has held various roles within the Insigneo organization since 2012. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients through discretionary and non-discretionary portfolio management. The firm employs a committee-driven model combined with advisor-led portfolio construction, incorporating global asset classes and emerging market exposures.

Esteban Diaz Fadic is a financial advisor at Insigneo Advisory Services, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for 11 years. He is also the manager and owner of EDF Advisors LLC, a non-securities-related business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers customized allocations, multi-asset portfolios, third-party manager oversight, and consulting services, utilizing a combination of proprietary and third-party strategies across various asset classes.

Nicole Flores Santos is a financial advisor at Insigneo Advisory Services, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Intercam Advisors, Inc. and Intercam Securities, Inc. She is dually registered with Insigneo Securities LLC as a Registered Client Associate. 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, multi-asset portfolios, third-party manager oversight, consulting services, and proprietary private placement vehicles, using a combination of customized allocations and firm-modeled portfolios overseen by an Investment Committee.

Juan Amado is a financial advisor at Insigneo Advisory Services, LLC with four years of industry experience. He holds the Series 65 designation and has previously worked at Magna Kapital and Bancolombia. Outside of his advisory role, he is a partner in a short-term rental business, Hummingbird Luxury LLC. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm employs a committee-driven model portfolio approach combined with individualized advisor-led portfolio construction, incorporating global and emerging market exposures.

Kenneth Watson Jr. is a financial advisor with Vicus Capital, Inc. in Miami, FL, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Vicus Capital since 2015 and has previously worked at Cetera and Cetera Wealth Services, LLC. Watson also operates as an independent insurance agent specializing in life, accident, and health insurance. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis alongside various model strategies, emphasizing retirement-plan consulting and fiduciary services.

Rhonda Kuhn is a financial advisor with Archer Investment Corporation in Miami, FL, holding 38 years of industry experience. She previously worked for Avantax Investment Services, Inc. for 35 years and has been involved with Automated Financial Planning and Automated Accounting since the mid-1980s. Outside of her advisory role, Kuhn is active in small business assistance, tax preparation/accounting, and insurance sales through her involvement with Automated Financial Planning and Automated Accounting. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm operates a multi-branch, independent-contractor model and manages over $1 billion in discretionary assets, offering a range of advisory services from comprehensive financial planning to limited-scope model portfolios.

Micah Charyn is a financial advisor at Valley Wealth Managers, Inc. with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Bank of America, Merrill, and BB&T. Charyn serves on the board of Touching Miami with Love, a nonprofit focused on religious education and youth development. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process combining equities, fixed income, and cash, with portfolios typically holding individual stocks and bonds alongside mutual funds and ETFs when appropriate.