Edilberto Moreno is a Series 66 licensed financial advisor with 26 years of industry experience, currently serving at Bolton Securities Corporation. He has been with Bolton Global Asset Management and Bolton Global Capital since 2016. Moreno is co-owner and managing director of PWA Family Office, LLC, and also manages Batista & Moreno Advisors. Additionally, he serves as a director of his wife's pediatric cardiology practice in Panama and is involved in real estate development projects there. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, and institutional clients, including high-net-worth individuals. The firm uses a network of independent investment adviser representatives and offers customized wealth management through various investment vehicles, emphasizing a primarily long-term approach.

Steven Foldes is a CFP® and Series 65 credentialed advisor with 24 years of industry experience. He is a principal at Evensky & Katz/Foldes Wealth Management and has been with the firm and its predecessor, Foldes Financial Management, since 2008. 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 comprehensive financial planning process with discretionary portfolio management, using an equity core-and-satellite approach that includes low-cost index and ETF cores alongside active and alternative strategies.

Andres Silva is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 65 credential and bringing four years of industry experience. He previously worked at VectorGlobal for 12 years before joining Insigneo Advisory Services and its affiliated broker-dealer, Insigneo Securities LLC. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through proprietary multi-asset portfolios, third-party manager oversight, and consulting. The firm combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating global asset classes and cross-border investment opportunities.

Roberto Pena is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at HSBC Bank USA and HSBC Securities (USA) Inc. for a combined eight years before joining Insigneo in 2021. Outside of his advisory role, he serves as a director of Antonico LLC, a pass-through entity for tax purposes. Insigneo Advisory Services provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party macroeconomic research and allowing for client-imposed investment restrictions across a range of asset classes.

Francisco Toussaint Rincon Gallardo is a financial advisor at Mora Capital Management, LLC with a Series 65 designation. He has worked at Citi Investment Services since 1998. Mora Capital Management provides investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm employs an open-architecture investment approach combining fundamental and technical analysis, third-party manager selection, and customized investment solutions.

Beatrice Nunez is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Her prior roles include positions at PNC Investments, BBVA Securities Inc., BBVA Wealth Solutions Inc., Compass Bank, and BBVA Compass Insurance Agency Inc. She is also the sole member and manager of Saint-Lys LLC, a non-investment-related pass-through entity. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and a dedicated Investment Committee to oversee portfolio performance across various asset classes.

Fernando Carrera Perbuli is a financial advisor at Boreal Capital Management LLC in Miami, FL, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Boreal Capital Securities LLC, EFG Capital International Corp, Universidad del Pacifico, and Inteligo Bank. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm operates an open-architecture platform that integrates internal portfolio management with third-party and affiliated sub-advisers across various asset classes.

John Healy is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He previously worked at Beta Capital Management LP for 15 years before joining Insigneo in 2022. Outside of his advisory role, Healy is a licensed life insurance agent, dedicating less than 1% of his time to this activity after market hours. 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 employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and a dedicated investment committee to oversee diverse investment strategies.

Carolina Thompson is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 22 years of industry experience. She has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS Financial Services. Thompson is also president and sole owner of Thompson Wealth Advisory, a non-securities related business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm combines customized allocations with firm-modeled portfolios overseen by an investment committee and offers a range of strategies across multiple asset classes.

John Lopez is a financial advisor with Insigneo Advisory Services, LLC based in Miami, FL. He holds a Series 66 designation and has 14 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is the owner of Puzzling Behavior, LLC, a graphic design and app development business. 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 and model-based portfolios across various asset classes, using third-party research and periodic reviews to monitor performance.

Maria Dontsis is a CFP® professional with 11 years of industry experience. She is currently with A.G.P. / Alliance Global Partners and previously worked for over a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning including estate-planning partnerships, retirement-plan advisory, and utilizes an open-architecture investment approach combining internal strategies with co- and sub-advisory relationships.

Armando Urena is a financial advisor at Snowden Capital Advisors LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing. Urena serves as a board member of Autism Speaks, participating in fundraising activities on a volunteer basis. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, estate planning, and advisory programs, utilizing a multi-team approach supported by a broad range of investment tools and third-party manager relationships.

Ricardo Maulini Jr. is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 credentials and 30 years of industry experience. Prior to joining Insigneo in 2021, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2014 to 2021. He is also the owner of RMC Global Portfolio Management Inc., a non-securities-related business entity. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized and model-based portfolio solutions, including multi-asset portfolios, third-party manager oversight, and private placement advisory, utilizing a range of investment strategies and asset classes.

Adam Indianer is a financial advisor with Capital Analysts in Miami, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Celebrity Sweat and Cowen and Company, LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Arturo Vasquez is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2016. Vasquez maintains a fixed life insurance license, obtained in 2019, though he currently does not actively conduct sales in this area. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using a mix of internal and third-party strategies, emphasizing a primarily long-term approach while allowing for various investment techniques.

Asher Carrell is a CFP®-credentialed financial advisor with one year of industry experience, currently with Evensky & Katz/Foldes Wealth Management in Coral Gables, FL. Prior to joining the firm, he held roles in a variety of fields including Fence Defender and Texas Tech University. 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 employs a core-and-satellite investment approach focused on low-cost index and ETFs, combined with tax- and cost-efficient portfolio monitoring.

Karen Quijano Morales is a financial advisor with BBVA Global Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Itau International Securities, Banco Itau International, and Intl FCStone Securities Inc. Karen is based in Miami, FL. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs with a non-discretionary asset management approach. The firm’s investment process integrates client risk profiles with guidance from BBVA S.A.’s Global Wealth Investment Committee, combining strategic and tactical asset allocation while requiring client approval before trade execution.

Johanna Haza is a financial advisor at Snowden Capital Advisors LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of finance, she is involved in fashion blogging, freelance styling, and digital marketing ventures. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering customized portfolio management, investment consulting, and financial planning. The firm utilizes multi-team scale and institutional capabilities, including third-party manager selection and a variety of investment tools, to serve a broad client base.

Arnaldo Rego is a financial advisor at Snowden Capital Advisors LLC with 28 years of industry experience. He holds a Series 66 designation and has held prior roles at Merrill and Bank of America. Outside of his advisory work, he is connected to a family-owned business in São Paulo. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, offering discretionary and non-discretionary portfolio management alongside financial and estate planning services.

Santiago Aboal Alvarez is a CFA® charterholder with 11 years of industry experience, currently serving at Insigneo Advisory Services, LLC. His career includes roles at various entities within the Insigneo organization since 2022 and prior experience with CITI International Financial Services LLC from 2014 to 2022. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management that combines committee-driven model portfolios with advisor-led customization across global and emerging-market asset classes.