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.

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.

Rene Gillet is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes 20 years with Dade County School and multiple roles in insurance agencies. In addition to his advisory role, Mr. Gillet operates the Gillet Agency, LLC, where he works as an independent insurance agent focusing on insurance products and annuities. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches, including model portfolios and discretionary management techniques.

Andre Roitman is a financial advisor at Valley Wealth Managers, Inc. with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Bank Leumi USA and Leumi Investment Services, Inc. since 2010. Outside of his advisory role, Roitman serves as a volunteer EMS and Director/Treasurer for Hatzalah South Florida EMS and is the President and Founder of Aventura Shul Corp, a local religious group. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion for institutional and individual clients, including high-net-worth households. The firm employs a multi-advisor team approach with discretionary portfolio management based on client-specific risk guidelines and proprietary valuation analysis, offering a range of financial planning and wrap fee programs.

Andre Luiz Monteiro is a financial advisor at StoneX Advisors Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and XP Securities LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes advisor-managed portfolios, proprietary model solutions, and third-party money managers with platforms designed for implementation, tax-aware services, and client-imposed investment restrictions.

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 licenses and 39 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Insigneo in 2021. Outside of his advisory role, he serves as co-trustee of his stepmother's trust. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized allocations through individual advisers and firm-modeled portfolios, utilizing a range of asset classes including equities, fixed income, commodities, and alternative investments.

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. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a comprehensive investment process that integrates fundamental, technical, and macroeconomic analysis, focusing on asset allocation and risk management.

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 career includes roles at Miura Capital, Wells Fargo Clearing, and Wells Fargo Advisors. Mora is also the manager and member of a personal accounting entity, Mora Financial Services LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers customized and model-based investment solutions across multiple asset classes, utilizing third-party research and periodic reviews to monitor performance.

Jorge Lopez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. His career history includes roles at Wells Fargo Advisors, LLC, and various Insigneo entities. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through committee-driven model portfolios and individual advisor-led strategies that incorporate global asset classes and third-party research.

Ian Evans is a financial advisor at CV Advisors LLC with one year of industry experience. He previously worked at Seaview Investment Managers for three years and held positions at Università Bocconi and St. Thomas Aquinas High School. CV Advisors LLC is an independent multi-family office serving high-net-worth individuals, families, trusts, foundations, and other qualified entities with investable assets generally above $50 million. The firm employs a combination of top-down asset allocation and bottom-up security selection, offering both discretionary and non-discretionary portfolio management supported by technology tools including AI and a proprietary client portal.

Juan Lenis is a financial advisor at BBVA Global Wealth Advisors, INC. in Miami, FL, holding a Series 65 designation with one year of industry experience. Prior to joining BBVA Global Wealth Advisors in 2024, he spent ten years at BBVA Mexico SA. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices through portfolio advisory and wrap-fee programs. The firm emphasizes a non-discretionary investment approach tailored to each client’s risk profile, combining strategic and tactical asset allocation with input from BBVA S.A.’s Global Wealth Investment Committee.

Suhey Rios Perez is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 license and five years of industry experience. She has been with Mutual of Omaha since 2019 and also works as an insurance agent specializing in life and health insurance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning and managed account programs, working primarily through its network of Investment Advisor Representatives who recommend model portfolios and third-party managers on an approved platform.

Eduardo Cadenas is a financial advisor at Bolton Securities Corporation with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2023. Bolton Global Asset Management provides asset management and financial planning services to individual and high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an adviser-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

Javier Soria is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 credential and eight years of industry experience. He has previously worked at VectorGlobal IAG, VectorGlobal WMG, ANDBANC Brokerage LLC, and Scotiabank. Outside of his advisory role, he is a landlord of a rental property in Canada. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm’s approach combines committee-driven model portfolios with advisor-led portfolio construction, utilizing third-party macroeconomic research and monitoring to align investments with client objectives and risk tolerances.

Adriano Vieira is a financial advisor at J. Safra Asset Management Corporation with 10 years of industry experience. He holds a Series 65 designation and has been with J. Safra since 2012. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, and institutional clients. The firm combines fundamental security analysis and manager due diligence with a macroeconomic overlay, managing approximately $4.6 billion across various client types through model portfolios and discretionary management.

Ricardo Roberts is a financial advisor at Insigneo Advisory Services, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Intercam Advisors, Inc. and Intercam Securities, Inc. Roberts is also a 50% owner and managing member of RI-Vol 1 Real Estate LLC, a residential real estate leasing business. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed model portfolios and individualized advisor-led portfolio construction. The firm integrates global asset classes, emerging markets, and offshore funds in its investment approach, with a focus on aligning allocations with client objectives and risk tolerances.

John Bussel is a financial advisor with Team Hewins, LLC in Miami, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He worked at Hewins Financial Advisors, LLC from 2005 to 2018 before joining Team Hewins. Outside of his advisory role, he serves as a director of the Shepard Broad Foundation, a private family foundation, and oversees investments for a family partnership through Broad-Bussel Enterprises, Inc. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm employs an Investment Committee to develop model portfolios based on Modern Portfolio Theory and offers specialized retirement plan services including ERISA 3(38) and 3(21) fiduciary roles.

Javier Fernandez is a CFA® charterholder with 15 years of industry experience, currently serving at Insigneo Advisory Services, LLC. His prior roles include positions at Insigneo International Financial Services LLC and Citi Asesores de Inversión Uruguay. He is dually registered with the affiliate Insigneo Securities LLC, dedicating part of his time to this role. Insigneo Advisory Services, LLC offers investment advisory and portfolio management to a diverse client base including high-net-worth individuals, corporations, trusts, institutional clients, and banking institutions. The firm combines customized allocations and firm-modeled multi-asset portfolios, utilizing both proprietary and third-party strategies across various asset classes.