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.

Mercedes Garcia Ayuso is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Citigroup Global Markets for 18 years before joining Insigneo in 2026. Outside of finance, she has a 30% ownership interest in a small family retail clothing business based in Madrid, Spain, though she is not involved in its operations. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios with advisor-led portfolio construction. The firm’s approach includes global asset classes and emerging-market exposures, with options for discretionary and non-discretionary management.

Stefan Marrero is a financial advisor with Impact Partnership Wealth, LLC in Miami, FL. He holds a Series 65 credential and has been active in the financial industry since 2016, with experience at firms including Mass Mutual Life Insurance Company and NY Life Insurance Company. Prior to his advisory career, he worked five years at Warren Henry Auto Group. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion through a multi-team network. The firm offers a range of portfolio solutions and retirement plan services, utilizing discretionary management and a broad affiliated-entity ecosystem.

John Lopez is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Insigneo Advisory Services, LLC since 2021. His prior experience includes five years at Wells Fargo Clearing. Outside of finance, he owns Puzzling Behavior, LLC, a graphic design and app development business. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management that incorporates committee-driven model portfolios alongside advisor-led customization.

Armando Urena is a financial advisor at Snowden Capital Advisors LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Snowden Lane Partners, Wells Fargo Clearing, and Lehman Brothers Inc. Urena serves on the board 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, financial and estate planning, and both wrap and non-wrap advisory programs, utilizing a multi-team approach with institutional capabilities and a range of investment tools.

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 at Capital Analysts with six years of industry experience. He holds the Series 66 designation and has worked at Capital Analysts and Lincoln Investment since 2020. Prior to that, he was employed 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, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and its in-house Investment Management & Research team.

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 at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 65 credentials with nine years of industry experience. Her prior roles include positions at Itau International Securities, Banco Itau International, and Intl FCStone Securities Inc. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm combines strategic and tactical asset allocation using proprietary investment guides and third-party research, offering portfolios that include mutual funds, ETFs, UCITS, structured products, and individual securities.

Johanna Haza is a financial advisor with Snowden Capital Advisors LLC in Coral Gables, FL, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Snowden Lane Partners, Wells Fargo Clearing, Merrill, and Banc of America Investment Services. Outside of finance, she is active as a fashion blogger, stylist, and participates in affiliate marketing and direct sales for beauty and fashion products. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and customized model portfolios, often utilizing third-party managers and a broad range of investment tools.

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 12 years of industry experience. He is currently with Insigneo Advisory Services, LLC and has held various roles within the Insigneo group as well as at CITI International Financial Services LLC. His work spans multiple entities within the Insigneo organization. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm uses a combined approach of committee-driven model portfolios and individualized advisor-led portfolio construction, incorporating third-party macroeconomic research and global asset classes, including emerging markets and foreign currencies.

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 9 years of industry experience. He holds a Series 66 designation and has worked at firms including JPMorgan Securities LLC, JPMorgan Chase Bank NA, Morgan Stanley, Citigroup Global Markets, and XP Securities LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm utilizes a range of proprietary and third-party investment strategies and platforms to implement client portfolios.

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 credentials and bringing 40 years of industry experience. He has worked at Insigneo Securities LLC and Insigneo Advisory Services LLC since 2021, and was previously with Wells Fargo Clearing from 2016 to 2021. Outside of his advisory role, he serves as co-trustee of his stepmother's trust. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with advisor-led customization, utilizing third-party macroeconomic research to align investments with client objectives and risk tolerances across global asset classes.

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, following three years at Merrill. GenTrust is an SEC-registered investment adviser that offers wealth management, investment management, financial planning, concierge, and consulting services to individuals, families, pooled vehicles, and institutional clients. The firm employs an asset-allocation driven approach that integrates fundamental, technical, and macroeconomic analysis with scenario-based risk management, and it incorporates AI-enabled tools alongside human oversight in its investment process.

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 prior work includes roles at Miura Capital, LLC, Wells Fargo Clearing, and Banc of America Investment Services, Inc. Mora is also manager and member of Mora Financial Services LLC, a pass-through entity used for personal accounting purposes. 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 individualized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures to align with client objectives.

Jorge Lopez is a financial advisor at Insigneo Advisory Services, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Ameriprise. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios with advisor-led portfolio construction and offering access to global asset classes and emerging markets.