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 registered advisor at Bolton Securities Corporation with nine years of industry experience. He has worked with Bolton Global Asset Management since 2018 and Bolton Global Capital since 2016. Outside of his advisory work, he is co-owner and manager of Assurance Corporate Services LLC, which facilitates offshore corporate filings. 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 a range of investment vehicles and employs a mix of internal and third-party asset management strategies, generally focusing on long-term investment approaches.

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.

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.

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.

Catalina Ballestas is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, JPMorgan Securities, and PricewaterhouseCoopers, as well as academic experience at IE University and the University of Notre Dame. 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 with portfolios built from mutual funds, ETFs, equities, and fixed-income securities, and operates through a network of independent advisers using both internal and third-party management programs.

Luisa Muro is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 19 years of industry experience. She previously worked at Morgan Stanley from 2011 to 2023 before joining Bolton Global Asset Management and Bolton Global Capital. Outside of her advisory role, she is the owner and manager of Venti8 Inc., a personal business established in 2023. 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 independent adviser representative model with a long-term investment approach that incorporates mutual funds, ETFs, equities, and fixed income, alongside tactical trading and rebalancing.

Maria Fernandez is a Series 66-licensed financial advisor with Bolton Securities Corporation in Miami, FL, with 18 years of industry experience. She has been associated with Bolton Global Asset Management and Bolton Global Capital since 2015. Outside of her advisory roles, Maria owns Beginning Anew Coaching, LLC, a transitional coaching company focused on advising women on retirement strategies. 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 banks. The firm’s approach is IAR-driven, tailoring portfolios to client goals and risk tolerance through mutual funds, ETFs, equities, and fixed-income securities, with a generally long-term orientation.

Graciela Perez is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Bolton Global Asset Management and Bolton Global Capital since 2015. Perez is also co-owner and managing partner of Perez Wealth Management, LLC, through which she operates 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 individual and high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s investment approach is driven by independent advisor representatives who tailor portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical trading and rebalancing.

Soraya Batista Garcia is a financial advisor at Bolton Securities Corporation with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has been associated with Bolton Global Asset Management and Bolton Global Capital since 2016. She is co-owner and managing partner of Batista Advisors LLC and PWA Family Office, LLC, entities involved in investment advisory services and advisor support programs. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management through a network of independent advisers, emphasizing a long-term approach while employing a variety of investment vehicles and strategies.

Ivan Palacino is an investment advisor representative at Bolton Securities Corporation with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bolton Global Asset Management and Bolton Global Capital since 2023. Prior to that, he spent eight years with Morgan Stanley Private Bank and nine years with Morgan Stanley. He is also the owner of Pala Capital, LLC, which operates Bolton 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 investment approach is advisor-driven, focusing on tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical adjustments.

Maryam Matta is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, and institutional clients, employing a long-term investment approach with diversified portfolios that include mutual funds, ETFs, equities, and fixed income. The firm operates through a network of independent advisers and offers both discretionary and non-discretionary portfolio management.

Martin Talmasky Silbert is a financial advisor at Bolton Securities Corporation with 27 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at CitiGroup and Insigneo Advisory Services. Outside of his advisory role, he owns Aires Capital Advisors, LLC, a business established for tax purposes, and provides administrative services for his wife’s real estate company. Bolton Global Asset Management offers asset management and financial planning services to individual, corporate, and institutional clients. The firm employs a range of management strategies and products, emphasizing a long-term investment approach while allowing for flexibility in trading and portfolio structures.

Ricardo Morean is a Series 66-licensed advisor with Bolton Securities Corporation, bringing 30 years of industry experience. He has held positions at Bolton Global Capital since 2016, RBC Capital Markets, and Wells Fargo Clearing. Ricardo is also Managing Director for Bolton Global Capital and co-owner and Managing Director of Brightstone Capital, where he spends significant time on management and investment services. Bolton Global Asset Management provides asset management and financial planning to individuals, corporate and institutional clients, and charitable organizations. The firm offers customized wealth management through a network of independent investment adviser representatives, utilizing a range of investment vehicles with an emphasis on a long-term approach.

Fernando Panizzutti is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 21 years of industry experience. He has previously worked with Bolton Global Asset Management, Bolton Global Capital, BTG Pactual US Capital, LLC, and Wells Fargo Advisors. Outside of his advisory role, he owns a consulting entity and a business in Brazil operating real estate unrelated to his financial services. Bolton Global Asset Management provides asset management and financial planning to individual, corporate, institutional, and charitable clients. The firm uses a long-term investment approach with a range of portfolio management options, employing a combination of internal and third-party managers, and offers services through an affiliated broker-dealer network.

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.