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 with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 65 credential and seven years of industry experience. His prior work includes roles at Insigneo Securities, Hayman Wealth Management, Insight Securities, and GWM Partners. He serves on the board of Projecto Oncafari in Brazil, a nonprofit focused on environmental conservation, 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 through a combination of committee-driven model portfolios and advisor-led customization. The firm integrates global asset classes, emerging markets, and offshore funds into its investment approach and maintains affiliated broker-dealer operations.

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 with Insigneo Advisory Services, LLC, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at Popular Securities, LLC, Oriental Bank, Banco Popular, and Ana G. Mendez University. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, utilizing a combination of committee-driven model portfolios and individualized advisor-led portfolio construction to align investments with client objectives and risk tolerances. The firm incorporates global asset classes and has notable cross-border operations, including offshore funds and affiliated broker-dealer services.

Roxanne Alexander is a CFP® professional with 15 years of industry experience, currently serving at Evensky & Katz/Foldes Wealth Management. She has worked at the firm in various capacities since 2004. 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 combining low-cost index and ETF cores with select active and alternative strategies, emphasizing tax and cost efficiency.

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 experience in financial advising. He has been with Evensky & Katz/Foldes Wealth Management since 2014 and previously worked at The MDE Group, Inc. from 2003 to 2005. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary firm serving high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a comprehensive planning process and an equity core-and-satellite investment approach emphasizing low-cost index and ETF cores combined with selective active and alternative strategies.

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 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.