Arturo Rodriguez is a financial advisor at Aegis Capital Corp. with 13 years of industry experience. He holds a Series 66 designation and has been with Aegis since 2015. Outside of his advisory role, he is an attorney and owner of Deedology PLLC, a real estate transaction law firm. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and supports a range of client objectives and restrictions.

Daniel Rodriguez is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Snowden Lane Partners and Bank of America, N.A., as well as Merrill. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and uses a multi-team approach combined with institutional capabilities, including extensive use of third-party managers and global custodian platforms.

Delvis Llanes is a financial advisor with Dynamic in Miami, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Dynamic Wealth Advisors, doing business as Arrow Wealth Management, since 2013. Outside of his advisory work, Mr. Llanes owns Miami Charter Group, LLC, which offers private yacht charters in the Miami area. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and other advisers. The firm employs a long-term, client-specific portfolio construction process and provides a range of investment management and support services, with a particular focus on serving other registered investment advisers.

Debra Tyler is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at The Leaders Group, Inc. and Bank of the Ozarks. She serves on the boards of Big Brother Big Sisters of Miami and the Humane Society of Greater Miami, where she is also on the executive committee and acts as treasurer. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, 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 investment strategies.

Lorenzo Ramos Gonzalez is a financial advisor at Boreal Capital Management LLC with a Series 65 designation and over 30 years of industry experience, including a long tenure at Citibank Mexico. He joined Boreal Capital Management in 2025. Outside of his advisory role, he is involved as an owner and director of a real estate entity in Madrid, Spain. 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 combining internal portfolio management with third-party and affiliated sub-advisers across various asset classes.

Adrian Perez De Vargas Munoz is a CFA® charterholder based in Miami, FL, with one year of experience at BBVA Global Wealth Advisors, Inc. He has an extensive background at BBVA, having held various roles there since 2016. 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 process incorporates client risk profiles aligned with guidance from BBVA S.A.’s Global Wealth Investment Committee and utilizes a mix of strategic and tactical asset allocation, with clients generally retaining final trade approval.

Sugeidy Mederos is a financial advisor at StoneX Advisors Inc. with 19 years of industry experience. She holds a Series 66 designation and previously worked for Bolton Securities Corporation and Bolton Global Capital for 12 years. Outside of her advisory role, she serves as Vice President of Zenith Wellness Miami, a massage therapy business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, employing various platforms and third-party managers to implement investment strategies.

Santiago Tolomei is a CFA® credentialed financial advisor with 16 years of industry experience. He is currently with Insigneo Advisory Services, LLC and has held various roles within affiliated Insigneo entities since 2022. Prior to joining Insigneo, he worked at Citibank NA Uruguay and CITI International Financial Services LLC. Outside of his advisory role, he holds ownership and directorship positions in two personal investment companies based in the British Virgin Islands. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm’s approach combines committee-driven model portfolios and individualized advisor-led construction, incorporating global asset classes, emerging-market exposure, and third-party macroeconomic research.

Albert Philion Jr. is a CFP® professional with over 33 years of experience in financial advisory. He is currently with Insigneo Advisory Services, LLC, where he has worked since 2020. His prior experience includes five years at UBS Financial Services. Outside of his advisory role, he holds minority ownership stakes in several startup companies, including an Italian restaurant in London. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base, including individuals, corporations, trusts, and institutional clients. The firm offers customized investment solutions and employs a combination of firm-modeled portfolios and third-party research in its investment process.

Daniel Friedman is a financial advisor at Mission Wealth Management, LP with two years of industry experience. He holds a Series 65 credential and has worked previously at Singer Wealth and ToYourDoorMedical. Mission Wealth Management, LP is a multi-team advisory firm serving high-net-worth individuals, families, and institutional clients including non-profits and pension plans. The firm offers wealth management, portfolio management, financial planning, and institutional retirement plan services using a tiered service model tailored to client complexity and asset size.

Patrick Dwyer is a financial advisor at New Edge Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Boston Private Wealth, Bank of America, and Merrill. Outside of his advisory role, he serves as an advisory board member for the Key Biscayne Community Foundation and the South Florida Neuroscience Center. New Edge 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 and employs an investment process that integrates asset allocation, investor behavior, and a range of strategies including proprietary solutions, alternative investments, and third-party managers.

Dov Lasry is a CFP® with 11 years of industry experience, currently serving as an advisor at J. Safra Asset Management Corporation since 2017. He previously worked at Hapoalim Securities USA from 2014 to 2017. J. Safra Asset Management Corporation is an SEC-registered investment adviser that provides portfolio management and investment consulting services to individuals, high-net-worth investors, corporations, and institutions. The firm combines fundamental security analysis and manager due diligence with a macroeconomic overlay, managing roughly $4.6 billion across diverse client types and investment strategies.

Daryl Pereira Dennis is a financial advisor at MissionSquare Retirement with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Icma Rc since 2017 and previously at FOLIOfn Investments, Inc. from 2014 to 2017. Based in Miami, FL, Dennis focuses on retirement plan administration and advisory services. MissionSquare Retirement serves state and local government employers, employees, and select non-profit entities by providing deferred compensation and qualified retirement plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and offered through multiple channels within MissionSquare-administered accounts.

Harold Calveira Leon is a financial advisor at Insigneo Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Cal-Maine Foods. His career has been primarily focused within the Insigneo group of companies. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm’s investment approach combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating third-party macroeconomic research and ongoing monitoring.

Guillermo Porras is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at BCI Securities, Safra National Bank of New York, and EFG Capital Advisors Inc. He is currently associated with both Insigneo Advisory Services and its affiliated broker-dealer, Insigneo Securities LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm employs customized allocations alongside firm-modeled multi-asset portfolios, incorporating third-party research and periodic reviews, and offers a range of investment options including equities, fixed income, and alternative investments.

Gabriel Ayerbe Lopez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley before joining Insigneo in 2022. 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 portfolios, using a range of investment strategies and third-party research to monitor performance.

Jose Ferreira is a Series 66-licensed financial advisor with Bolton Securities Corporation, based in Miami, FL, and has 13 years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2015. Ferreira is also the owner of Elysium Capital, LLC, through which he operates securities and investment advisory businesses. 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 or trusts. The firm employs an independent adviser representative model to tailor portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term investment approach.

Juan Clemenza is a financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at CitiGroup Global Markets Inc for 15 years. 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, incorporating third-party macroeconomic research to align investments with client objectives and risk tolerances.

Elias Fakhouri is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2023. 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 offers customized and model-driven portfolios, third-party manager oversight, and consulting services, utilizing a diverse range of asset classes and allowing client-imposed investment restrictions.

Juan Baca is a financial advisor with BBVA Global Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining BBVA Global Wealth Advisors in 2024, he worked at Insigneo Securities LLC and PNC Investments. Outside of his advisory role, he is a co-owner of Diaz Coffee Distribution LLC, a semi-truck equipment rental 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 with a non-discretionary investment approach that incorporates strategic and tactical asset allocation based on detailed investor risk profiles and research from BBVA S.A.’s Global Wealth Investment Committee.