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.

Esteban Diaz Fadic is a financial advisor at Insigneo Advisory Services, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for 11 years. He is also the manager and owner of EDF Advisors LLC, a non-securities-related business. 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 allocations, multi-asset portfolios, third-party manager oversight, and consulting services, utilizing a combination of proprietary and third-party strategies across various asset classes.

Nicole Flores Santos is a financial advisor at Insigneo Advisory Services, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Intercam Advisors, Inc. and Intercam Securities, Inc. She is dually registered with Insigneo Securities LLC as a Registered Client Associate. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, consulting services, and proprietary private placement vehicles, using a combination of customized allocations and firm-modeled portfolios overseen by an Investment Committee.

Juan Amado is a financial advisor at Insigneo Advisory Services, LLC with three years of industry experience. He holds a Series 65 credential and has prior experience at Magna Kapital and Bancolombia. Outside of his advisory role, he is a shareholder of Magna Kapital SAS and a partner in Hummingbird Luxury LLC, a short-term rental business. 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 allocations and firm-modeled portfolios, utilizing a range of asset classes and third-party research within a structure that includes both discretionary and non-discretionary managed accounts.

Micah Charyn is a financial advisor at Valley Wealth Managers, Inc. with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Bank of America, Merrill, and BB&T. Charyn serves on the board of Touching Miami with Love, a nonprofit focused on religious education and youth development. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process combining equities, fixed income, and cash, with portfolios typically holding individual stocks and bonds alongside mutual funds and ETFs when appropriate.

Javier Briceno is a financial advisor at Oppenheimer with 20 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2023. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs diverse investment strategies tailored to client needs and manages approximately $36.7 billion in assets.

Kelly Sullivan is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing 20 years of industry experience. Her prior roles include positions at Merrill and UBS Financial Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles such as serving as a security-based swap dealer and futures commission merchant.

Alessandro Cicinelli Tobia is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and four years of industry experience. Before joining Truist in 2022, he worked at CitiBank and has a background that includes roles at Florida International University and other financial-related positions. Outside the financial industry, he manages a mobile pet grooming business in Miami. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research and inter-affiliate integration.

Alejandro Chirino is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2015 in Miami, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with capabilities including derivatives and futures services.

Josephine Maltese is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Advisors, Bank of America, and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Sebastian Merida is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and having two years of industry experience. He has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees, and operates with large institutional scale alongside distinctive market roles and arrangements.

Guilherme Bianchi is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. He previously worked at Credit Suisse AG’s Nassau Branch for over a decade before joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm’s broad capabilities include investment advisory, broker-dealer execution, custody services, and derivatives trading, supported by in-house research and risk management functions.