Adelfa Rosario is a financial advisor at Bolton Securities Corporation with 12 years of industry experience. She holds a Series 66 designation and has worked at Bolton Securities Corporation and Bolton Global Capital since 2017, following prior roles at Safra Securities LLC and Safra National Bank of New York. Rosario is also the owner of AiM Fidelis Wealth Solutions, LLC and serves as plan sponsor and trustee of its 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, and retirement plans. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed income, offering access to third-party managers and wrap-fee platforms.

Michael Dejana is a financial advisor with Bolton Securities Corporation in New York, NY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining Bolton Securities in 2017, he worked at J Safra Asset Management from 2015 to 2017. He 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 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 offers tailored portfolios primarily using mutual funds, ETFs, equities, and fixed-income securities, supported by a network of independent investment adviser representatives.