Jorge Arias is a financial advisor at Impact Partnership Wealth, LLC with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Royal Fund Management, Cambridge Investment Research, OneAmerica Securities, and Massachusetts Mutual Life Insurance Company. Arias is also the president and owner of Arias-Del Campo Financial Group Inc., a licensed insurance agency. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of nearly 89 advisors. The firm offers a range of model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a combination of firm-managed, third-party, and advisor-managed strategies.

Jesus Corao Guma is a financial advisor with Santander Securities LLC in Miami, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at Santander Securities since 2017 and has been associated with Santander International Private Banking since 2016. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and other financial services through a managed-account platform with third-party investment managers and emphasizes ongoing suitability reviews and compliance oversight.

Andres Chavarriaga is a financial advisor at NewEdge Wealth with nine years of industry experience and holds a Series 66 designation. His prior roles include positions at Ultralat Capital Markets and VectorGlobal WMG. He is based in Coral Gables, Florida. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and alternative investment exposures.

Luis Garcia Pinto is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing for a combined 12 years before joining Insigneo in 2021. 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, utilizing a variety of asset classes and third-party research to monitor performance.

Alejandro Rubinstein is a financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, and Itau Europa Securities prior to joining Insigneo. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services, employing a combination of customized allocations and firm-modeled portfolios monitored through third-party research and periodic reviews.

Barbara Luis is a financial advisor with Northern Trust Securities, Inc. in Miami Beach, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Northern Trust Securities since 2001. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm employs a model-driven approach to discretionary portfolio management, combining proprietary and third-party investment products delivered through the Fidelity Managed Account Xchange (FMAX) platform.

Ernesto Cordovez is a financial advisor at Boreal Capital Management LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at Mora WM Securities LLC since 2019. Prior to that, he was employed at Safra Securities LLC and Safra National Bank of New York from 2014 to 2018. 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.

Kevin Concha is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing 13 years of industry experience. Prior to joining Insigneo in 2021, he spent five years at Jefferies LLC. Outside of his advisory role, he is the owner of CTD Capital Intl Corp, a flow-through entity used for tax 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 utilizes a combination of committee-driven model portfolios and advisor-led customized portfolio construction, incorporating global asset classes and third-party macroeconomic research.

Fabio Prada Ferreira is a financial advisor at Insigneo Advisory Services, LLC with seven years of industry experience. He holds a Series 65 designation and has worked with multiple firms, including Hayman Wealth Management and Insight Securities Inc. Outside of his advisory role, he serves as a board member and volunteer for Projecto Oncafari, an environmental conservation organization, and is an advisor to the International Star Class Yacht Racing Association Legacy Foundation. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm employs a committee-driven and advisor-led approach to portfolio construction, incorporating global asset classes and emerging-market exposures.

Jose Torres Martinez is a financial advisor with RIWM, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked with Aegis Capital Corp. since 2015 and has been with RIWM, LLC since 2012. RIWM, LLC, doing business as Rehmann International Wealth Management, is a state-registered investment adviser providing individual portfolio management, family wealth consulting, and portfolio supervision. The firm manages approximately $47.6 million across about 73 client accounts, primarily offering non-discretionary advisory services and employing a mix of fundamental, technical, and cyclical analysis.

Michael Jordan is a financial advisor with Beacon Global Advisor Network, LLC and holds a Series 65 designation. He has nine years of industry experience, including roles at Sterling Global Wealth Management, BlackPoint Capital Partners, and GWM (USA) LLC. He is currently managing partner at BlackPoint Capital Partners. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts with customized asset management and financial planning solutions. The firm is notable for its formal pension-transfer services tailored to U.K. nationals and its network of independent advisory representatives offering layered service arrangements.

Raily Diaz Rodriguez is a financial advisor at Insigneo Advisory Services, LLC, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Popular Securities, LLC, Oriental Bank, and Banco Popular. He also worked at Ana G. Mendez University for four years. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients through discretionary and non-discretionary portfolio management, including firm-managed model portfolios and third-party manager oversight. The firm's investment approach integrates committee-driven strategies with advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures.

Michael Trethewey is a financial advisor with Prospera Financial Services, Inc. in Miami, FL, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and various Morgan Stanley entities from 2008 to 2023. Prospera Financial Services, Inc. serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors. The firm offers investment advisory and financial planning services using a range of platforms and combines firm models, third-party sub-advisers, and customizable allocations for portfolio management.

Roxanne Alexander is a CFP® and Series 65 licensed advisor with 15 years of experience. She has been with Evensky & Katz/Foldes Wealth Management since 2014. Evensky & Katz/Foldes Wealth Management is a fee-only, employee-owned 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 a core-and-satellite equity framework and employing primarily low-cost index funds and ETFs alongside select alternative investments.

Carolina Acurio is a financial advisor at Bolton Securities Corporation with 24 years of industry experience. She holds the Series 66 designation and has been with Bolton Global Asset Management and Bolton Global Capital since 2015. Outside of her advisory role, she is the owner and manager of Sunblazzer Associates, LLC, based in Miami, FL. 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, charities, corporations, retirement plans, and financial institutions. The firm’s approach is adviser-driven, focusing on tailored portfolios that incorporate mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation while allowing tactical adjustments.

Brett Horowitz is a CFP® professional with 22 years of industry experience. He has been with Evensky & Katz/Foldes Wealth Management since 2014. The firm provides fee-only wealth management and investment advisory services to a diverse client base, including high net-worth individuals, trustees, retirement plans, charities, and small businesses. Their investment approach centers on client goals documented in an Investment Policy Statement and combines strategic asset allocation with a core-and-satellite framework using primarily low-cost index funds and ETFs, supplemented by specialty allocations and alternative vehicles where appropriate.

Maria Garcia is a financial advisor at Insigneo Advisory Services, LLC with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Maria has no notable outside business activities reported beyond standard investment-related roles. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm combines customized allocations by individual advisers with firm-modeled multi-asset portfolios, utilizing third-party research and periodic reviews, offering a range of investment strategies and client-imposed restrictions.

Yzana Oestreicher is a financial advisor at Insigneo Advisory Services, LLC with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Insigneo in 2021. Outside of her advisory role, she is the owner of YOES LLC, a pass-through entity for tax purposes. 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 and committee-overseen investment strategies across multiple asset classes, utilizing both proprietary and third-party approaches.

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 holds a Series 65 license with 23 years of industry experience. He has been with Evensky & Katz/Foldes Wealth Management since 2014 and has operated Foldes Financial Management, LLC since 2008. The firm provides fee-only wealth management and investment advisory services to individuals, trustees, retirement plans, charities, and small businesses. Their approach combines strategic asset allocation with an equity core-and-satellite framework, utilizing primarily low-cost index funds and ETFs alongside specialty allocations and alternative investments where appropriate.