Oscar Guevara is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2016. Guevara is also the President of O.E.G. Capital Group and serves as its managing director. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a range of management approaches and investment vehicles, emphasizing a primarily long-term investment strategy.

Michael Dejana is a financial advisor at Bolton Securities Corporation with 11 years of industry experience. He has worked at Bolton Securities and Bolton Global Capital since 2017 and was previously with J Safra Asset Management from 2015 to 2017. Dejana is also the owner of AiM Fidelis Asset Management LLC and serves as plan sponsor and trustee of the AiM Fidelis 401(k) plan. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, as well as banks, trusts, estates, and charitable organizations. The firm offers customized portfolio management using a combination of internal management, third-party managers, and model portfolios, focusing primarily on mutual funds, ETFs, equities, and fixed income securities with a long-term investment approach.

Charles Sullivan is a CFP® with 21 years of experience in the financial industry. He is affiliated with Bolton Securities Corporation and has worked with Bolton Global Asset Management since 2006, Bolton Global Capital since 2004, and Ciulla, Dixon & Dale, LLC since 1994. In addition to his advisory role, he is the owner and president of Sullivan, Dixon & Co., PC, a CPA firm providing accounting and bookkeeping services. Bolton Global Asset Management offers 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, with a focus on long-term investment strategies combined with tactical trading and rebalancing.

Diana Helliwell is a financial advisor at Bolton Securities Corporation with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has been associated with Bolton Global Asset Management since 2021 and Bolton Global Capital since 2015. She is also a co-owner of Amity Wealth Management, Inc., an entity involved in securities and investment advisory activities. 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 advisor-driven and typically employs mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation while allowing tactical adjustments.

Eric Lusk is a financial advisor with Bolton Securities Corporation who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Bolton Securities Corporation and Bolton Global Capital since 2014. Outside of his advisory work, he hosts a local radio show in Portland, Maine, where he discusses investment-related topics. 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, and retirement plans. The firm employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, and offers access to third-party managers and wrap-fee platforms.

Shelley Rogers is a financial advisor at Bolton Securities Corporation with 14 years of industry experience. She holds the Series 66 designation and has been with Bolton Securities since 2014, also working with Bolton Global Capital since 2011. Rogers maintains a fixed insurance license. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse clientele, including individuals, high-net-worth investors, charitable organizations, and institutional clients. The firm employs an IAR-driven approach, utilizing a range of investment vehicles with a generally long-term orientation while allowing tactical adjustments.

Timothy Edmond is a financial advisor with Bolton Securities Corporation and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has worked with Dow Family Office Advisory, LLC since 2026. In addition to his advisory role, he conducts fixed insurance sales in life, health, and long-term care. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a mix of internal management, unaffiliated managers, and third-party programs, focusing on a primarily long-term investment approach using mutual funds, ETFs, equities, and fixed income.

Isabelle Dow is a financial advisor at Bolton Securities Corporation with three years of industry experience. She holds the Series 66 designation and has worked with Bolton Global Asset Management since 2023. Her prior roles include positions at Dow Capital Management and various educational institutions. 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 investment approach is IAR-driven, focusing on tailored portfolios with a long-term orientation that utilize mutual funds, ETFs, equities, and fixed-income securities.

Mark Van Der Eijk is an Investment Portfolio Manager with Bolton Securities Corporation and holds a Series 66 designation. He has 23 years of experience in the financial industry, including roles at Bolton Global Asset Management and Bolton Global Capital since 2021, as well as prior experience at Wells Fargo Clearing and WELLS FARGO Advisors. He is also the owner and CEO of Van Der Eijk Group, LLC, a business entity related to securities and investment advisory services. 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 combined with discretionary portfolio management and utilizes mutual funds, ETFs, equities, and fixed-income securities in its strategies.

Tanya Duarte is a financial advisor with Bolton Securities Corporation based in Miami, FL, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. She has been associated with Bolton Global Asset Management and Bolton Global Capital since 2016. Outside of her advisory role, she owns and operates Ducartan, LLC, a company established to facilitate tax reporting for business expenses. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm delivers customized wealth management through a network of independent advisers, utilizing mutual funds, ETFs, equities, and fixed-income securities with a primarily long-term investment approach.

Luis Flores is a financial advisor with Bolton Securities Corporation holding a Series 66 designation and three years of industry experience. His career includes roles at Bolton Global Asset Management and Bolton Global Capital, as well as several years with Banque Heritage in Uruguay and AIVA S.A. Luis is a dual Registered Representative and Investment Advisor with Bolton Global Capital and Bolton Global Asset Management. Bolton Global Asset Management serves individual, corporate, institutional, and charitable clients by providing asset management and financial planning services. The firm employs a network of independent advisers and offers customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed-income securities, emphasizing a long-term investment approach.

Karyn Soroa is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 14 years of industry experience. She has worked at Bolton Global Asset Management and Bolton Global Capital since 2017, and previously spent nine years at Merrill. 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 driven by independent investment adviser representatives who tailor portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

Daniel Geller is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His career includes roles at Bolton Global Asset Management and Bolton Global Capital since 2019, as well as previous positions at Morgan Stanley Private Bank and Citigroup Global Markets. He is also co-owner and Managing Director of NYB Wealth Advisory, LLC, which operates securities and investment advisory services. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using a mix of internal management, unaffiliated managers, and third-party programs, with an emphasis on a long-term investment approach.

Joaquin Pastor is a Series 66 licensed financial advisor with Bolton Securities Corporation, bringing three years of industry experience. His prior roles include positions at Bolton Global Asset Management, Bolton Global Capital, Max Capital, McKinsey & Company, and the Ministry of Production. Outside of advising, he is a partner at a management consulting firm in Buenos Aires and teaches macroeconomics and financial asset valuation at two universities in Argentina. 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 customizes portfolios to client goals and risk tolerance, utilizing a range of investment vehicles with a generally long-term orientation while allowing for tactical adjustments.

Alexander Calvo is a financial advisor with Bolton Securities Corporation, holding a Series 65 designation and eight years of industry experience. He has worked at Bolton Global Capital and Bolton Global Asset Management since 2019 and previously spent nine years with Biscayne Americas LLC. Calvo is also the owner of Stratedge Quant Investors, LLC, an entity used for operating an investment 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, corporations, retirement plans, and banks. The firm’s approach is driven by independent investment adviser representatives who tailor portfolios using mutual funds, ETFs, equities, and fixed income with a generally long-term orientation.

Sergio Sotolongo is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2023, and previously spent over a decade with Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also the owner and manager of SDS Wealth Management, LLC. 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, and retirement plans. The firm’s approach is driven by independent investment adviser representatives who tailor portfolios using a mix of mutual funds, ETFs, equities, and fixed-income securities with a generally long-term focus while allowing tactical trading and rebalancing.

Manuel Martinez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 24 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2018, and previously at Sabadell Securities USA and Sabadell Bank. Outside of his advisory work, Martinez is an author and playwright with multiple published novels and theater plays. Bolton Global Asset Management provides a range of asset management and financial planning services to individual and institutional clients, including high-net-worth investors and charitable organizations. The firm’s adviser-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities with a long-term focus while allowing tactical adjustments.

Madeline Rheaume is a Series 65 licensed advisor at Bolton Securities Corporation with one year of industry experience. She has worked with Dow Family Office Advisory, LLC since 2026 and is also involved with Dow Software, LLC, where she provides administrative support related to sales, marketing, development, and client relations. Outside of her advisory role, she freelances in creative fields including photography, design, and marketing. Bolton Global Asset Management serves individual, corporate, and institutional clients, offering customized asset management and financial planning through a network of independent adviser representatives. The firm employs a mix of internal and third-party managers, focusing on long-term investment strategies with a range of portfolio management approaches.

Clifford Dow II is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. He has been with Bolton Global Asset Management since 2011 and Bolton Global Capital since 2005. Outside of his advisory work, he owns and manages residential rental properties through Dow International, LLC. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a network of independent advisers and offers portfolio management utilizing mutual funds, ETFs, equities, and fixed income, emphasizing a long-term investment approach.

Victor Hernandez is a financial advisor at Bolton Securities Corporation with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Chase Bank and NewEra Wealth Advisors, where he is co-owner and Managing Director. Outside of his advisory work, Victor owns several residential rental properties in Miami. 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 using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.