Leonardo Rodriguez Gamboa is a financial advisor with Bolton Securities Corporation based in Miami, FL, holding Series 65 and Series 63 licenses and having nine years of industry experience. His prior roles include positions at Wealth Solutions USA, LLC and We Family Offices. He is also an investment advisor with Bolton Global Asset Management. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a long-term investment approach using mutual funds, ETFs, equities, and fixed income, offering portfolio management on both discretionary and non-discretionary bases.

Agustin De Estrada is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63, Series 65, and Series 66 licenses and accumulating 23 years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2017 and previously held positions at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of his advisory roles, he is co-owner and partner of a family farm in Argentina, Estancia Los Patos. 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 multiple investment vehicles and a mix of internal and third-party management programs, with a service model that includes affiliation with an introducing broker-dealer and support for offshore clients.

Tomas Esteve is a financial advisor at Bolton Securities Corporation with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Bolton Global Asset Management and Bolton Global Capital since 2008. Outside of his advisory role, he is co-owner and manager of GMFE Group, LLC, which operates securities, investment advisory, and insurance businesses. 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, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach that tailors portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical trading and rebalancing.

Thiago Queiroz is a CFA® charterholder affiliated with Bolton Securities Corporation and has nine years of industry experience. He has worked at Bolton Global Asset Management since 2018 and at Bolton Global Capital since 2016, with prior experience at Lafite/KBO from 2012 to 2019. Queiroz is also the owner of two entities focused on personal investments and tax purposes. Bolton Global Asset Management provides asset management and financial planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a range of investment strategies utilizing mutual funds, ETFs, equities, and fixed income, offering customized portfolio management through a network of independent advisers.

Fabio Santos is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Bolton Global Capital since 2019 and previously at Morgan Stanley Smith Barney from 2015 to 2019. Outside of advisory work, he is the owner and manager of Sciosolis, LLC, an entity created for accounting purposes related to his securities and investment advisory compensation. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a generally long-term orientation while allowing tactical adjustments.

Marcelo Charul is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2017 and was previously with Wells Fargo Advisors for five years. He is also the owner and manager of GFA Wealth Management, LLC, an entity created to operate securities and investment advisory businesses. 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, charitable organizations, corporations, retirement plans, and banks. The firm’s approach is IAR-driven, tailoring portfolios to client goals and risk tolerance with a generally long-term orientation, while offering access to third-party managers and various investment platforms.

Lucas Rio Torto is a CFA® charterholder and Series 66 licensed advisor with nine years of industry experience. He has been with Bolton Global Asset Management since 2018 and Bolton Global Capital since 2016. Outside of his advisory roles, he co-owns and manages Assurance Corporate Services LLC, which facilitates offshore corporate filings and services. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and financial institutions. The firm’s approach involves tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, with access to third-party managers and wrap-fee platforms.

Alex Astudillo is a financial advisor with Bolton Securities Corporation and holds Series 63 and Series 65 licenses, with 25 years of industry experience. He has been affiliated with Bolton Global Asset Management and Bolton Global Capital since 2016. Astudillo is also the owner and operator of Private Wealth Advisors, Inc., a business entity connected to his advisory activities, and maintains a referral agreement with Banco Sabadell for banking and credit services. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, and charitable organizations. The firm offers tailored portfolio management using a variety of investment vehicles and employs a long-term approach while allowing flexibility for certain strategies.

Christian Felix is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2016 and previously worked at Bank of America and Merrill Lynch. Felix is the managing partner of Elite Global Advisors, Inc., an advisory business he owns and operates. 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, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach with tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, and offers access to third-party managers, custodial wrap programs, and model portfolios.

Ricardo Quiros is an investment advisor representative at Bolton Securities Corporation with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bolton Global Asset Management and Bolton Global Capital since 2018, as well as Bank of America and Merrill prior to that. Quiros is the owner and managing director of Caoba Capital Wealth Management, where he also serves as an investment portfolio manager. 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, charitable organizations, and corporations. The firm’s approach is driven by independent investment adviser representatives who tailor portfolios using a variety of investment vehicles with a generally long-term orientation.

Gonzalo Canelas is a financial advisor at Bolton Securities Corporation with 16 years of industry experience. He holds the Series 66 designation and has worked at Bolton Global Asset Management and Bolton Global Capital since 2020, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as a trust protector on a trust established in Switzerland. 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, charitable organizations, corporations, retirement plans, and banks or trusts. The firm employs an IAR-driven approach that customizes portfolios based on client goals and risk tolerance, using a mix of mutual funds, ETFs, equities, and fixed-income securities with a generally long-term focus while allowing tactical adjustments.

Kassandra Santana is a Series 66-licensed advisor at Bolton Securities Corporation with nine years of industry experience. She has been with Bolton Global Capital since 2016 and joined Bolton Global Asset Management in 2026. Outside of finance, she was involved with ELCO Cleaning and Disinfecting for two years. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized wealth management using a variety of investment vehicles and emphasizes a primarily long-term investment approach.

Felton Messina is a financial advisor at Bolton Securities Corporation with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Bolton Global Asset Management since 2018 and Bolton Global Capital since 2015. 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, charitable organizations, corporations, retirement plans, and banks. The firm’s approach combines internally managed portfolios and third-party managers, focusing on tailored investment strategies with a generally long-term orientation while allowing tactical adjustments.

Cesar Colis Vidal is a Series 66-licensed financial advisor with Bolton Securities Corporation, based in Wellesley, MA, and has 16 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2015. In addition to his advisory role, he owns and operates New York Investment Solutions, LLC, a securities and advisory business. 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, charitable organizations, and corporations. The firm’s approach emphasizes tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical adjustments.

Alexandro Ampudia Tommasi is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 20 years of industry experience. He previously worked at Mora WM Securities, LLC for ten years before joining Bolton Global Asset Management and Bolton Global Capital in 2025. He is also the owner and director of TOMAX Financial Advisors, LLC, a separate business operated from his residence. 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, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach that tailors portfolios to client goals and risk tolerance, using a mix of mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

Daniel Aymerich is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Since 2016, he has worked with Bolton Global Asset Management and Bolton Global Capital. He is also co-owner and managing member of AR Advisors International, LLC, where he serves as trustee of the firm's profit-sharing 401(k) plan. 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, charitable organizations, corporations, retirement plans, and banks. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, combining long-term strategies with tactical trading and rebalancing.

Russell Dow is a financial advisor with Bolton Securities Corporation based in Miami, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Bolton Global Capital since 2005 and Bolton Global Asset Management since 2009, and currently serves as President and Senior Portfolio Manager of Dow Wealth Management, LLC. Outside of his advisory roles, he is involved in technology development through Dow Software, LLC, which develops and sells investment-related software, and he co-owns a family-operated publishing company. He is also a co-owner of H & Z Ranch, LLC, which manages a horse ranch. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients through customized portfolio management and financial planning services. The firm employs a combination of internal management and third-party asset managers, offering investment solutions primarily utilizing mutual funds, ETFs, individual securities, and fixed-income products with a typically long-term focus.

Nancy Peterson is a financial advisor with Bolton Securities Corporation and holds Series 63, 65, and 66 designations. She has 28 years of industry experience and has been with Bolton Global Asset Management and Bolton Global Capital since 2015. Peterson is also co-owner and president of Amity Wealth Management, Inc., an entity focused on securities and investment advisory services. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and corporations. The firm’s approach is driven by independent investment adviser representatives who tailor portfolios based on client goals and risk tolerance, using a variety of investment vehicles with a generally long-term orientation.

Vaughn Woods is a financial advisor with Bolton Securities Corporation in La Jolla, CA, holding a CFP® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has been affiliated with Bolton Global Asset Management and Bolton Global Capital since 2007, as well as operating Vaughn Woods Financial Group since 2005. Outside of advisory work, he is the owner and president of Vaughn Woods Financial Group, Inc., and is licensed to sell fixed insurance products. 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, and institutions. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, emphasizing long-term investing combined with tactical trading and rebalancing.

Elizabeth Amarillo is a financial advisor at Bolton Securities Corporation with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Bolton Global Asset Management and Bolton Global Capital since 2016. Outside of her advisory role, she is a notary public. Bolton Global Asset Management provides asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, and banks. The firm employs an IAR-driven approach using a mix of mutual funds, ETFs, equities, and fixed income with a generally long-term orientation, while also offering access to third-party managers and wrap-fee platforms.