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.

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.

Alexander Calvo is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 65 designation and nine years of industry experience. He has worked with Bolton Global Capital and Bolton Global Asset Management since 2019 and previously spent nine years at Biscayne Americas LLC. Calvo is the owner of StrateEdge Quant Investors, LLC, an investment advisory business established in 2014. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm utilizes a network of independent advisers and various management programs to deliver customized wealth management focused primarily on long-term strategies using mutual funds, ETFs, equities, and fixed-income securities.

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.

Victor Hernandez is a financial advisor at Bolton Securities Corporation with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including JPMorgan Chase Bank, M.S. Howells & Co., and NewEra Wealth Advisors, where he serves as co-owner and Managing Director. Bolton Global Asset Management, where Victor is registered, provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using a variety of investment vehicles and distinguishes itself through its affiliation with a broker-dealer and its comprehensive service model.

Milagros Perez Leal is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC, Loyola Asset Management LLC, and Western International Securities, Inc. Outside of financial advising, she is a licensed real estate agent with Keller Williams. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base that includes individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s investment approach is tailored to client goals and risk tolerance, utilizing a mix of mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

Arturo Hierro Bohigas is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Loyola Asset Management LLC, Western International Securities, Inc., and Private Client Services LLC. Outside of his advisory work, he manages several entities related to property development investments and fixed life insurance sales. 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 retirement plans. The firm’s advisor-driven approach customizes portfolios using a mix of mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

Enrique Ortega is a Series 66 licensed financial advisor with Bolton Securities Corporation, based in Miami, FL, and has 14 years of industry experience. Prior to joining Bolton in 2023, he spent ten years at Citigroup. He is the author of a financial education book titled "Gestion Patrimonial 10.0," published in 2024. 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 to client goals and risk tolerance, using a range of investment vehicles with a generally long-term orientation.

Giselle Bircann Mercado is a Series 66-licensed financial advisor with 23 years of industry experience. She currently works at Bolton Securities Corporation and has previously been employed by Mora Wm Securities and Wells Fargo Advisors, LLC. Giselle holds an insurance license in Florida but is not actively engaged in insurance sales. 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’s investment approach is advisor-driven and typically involves a long-term orientation using mutual funds, ETFs, equities, and fixed-income securities, while allowing for tactical trading and rebalancing.

Piero Velasquez is a financial advisor at Bolton Securities Corporation with 10 years of industry experience. He holds a Series 66 designation and has worked at Bolton Global Asset Management and Bolton Global Capital since 2018, following two years at Merrill and Bank of America. 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 focuses on customized wealth management using mutual funds, ETFs, equities, and fixed-income securities with a primarily long-term investment approach.

Randall Caruso is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Bolton Global Capital and Bolton Global Asset Management since 2019, and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2010 to 2019. Caruso is also the owner and founder of Capitalia Advisors, 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, 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 long-term orientation, while allowing tactical trading and rebalancing.

Conny De La Torre is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Bolton Securities Corporation. She has held positions at Bolton Global Asset Management and Bolton Global Capital since 2023, and previously worked with Morgan Stanley Private Bank and Morgan Stanley from 2014 to 2023. She is co-owner and principal of two LLCs used for personal and accounting purposes unrelated to investment services. Bolton Global Asset Management is a registered investment adviser offering asset management and financial planning to individual, corporate, institutional, and charitable clients. The firm provides customized wealth management through independent advisers and a variety of portfolio management options, employing a primarily long-term investment approach with flexibility for other strategies.

Felipe Ballestas is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has worked with Bolton Global Asset Management since 2016 and previously operated Ballestas Advisors LLC. Outside of his advisory work, he is the owner and president of Columbus Marine Ventures, Ltd., which operates a pleasure motor yacht for rental purposes. 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 utilizes internal and third-party managers to deliver customized wealth management, focusing primarily on long-term investment strategies using mutual funds, ETFs, equities, and fixed income.

Ariel Kay is a Series 66-licensed financial advisor with Bolton Securities Corporation in Miami, FL, and has 17 years of industry experience. She has been associated with Bolton Global Asset Management and Bolton Global Capital since 2013. Outside of her investment advisory work, Kay is a licensed real estate agent in Florida and co-owns a boating 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, retirement plans, and banks. The firm’s independent adviser-driven approach customizes portfolios using a range of investment vehicles with a generally long-term orientation while allowing tactical adjustments.

Jose Cano is an investment advisor representative at Bolton Securities Corporation with 24 years of industry experience. He has held positions at Bolton Global Asset Management and Bolton Global Capital since 2021 and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2012 to 2021. Outside of his advisory role, he serves as an executor for a family estate in Mexico City and owns JJCV Capital, LLC, a securities and advisory business operated alongside Bolton. 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, and retirement plans. The firm’s advisor-driven approach customizes portfolios using a mix of mutual funds, ETFs, equities, and fixed income with a generally long-term focus, while also facilitating access to third-party managers and wrap-fee platforms.

Martha Chinea is a financial advisor with Bolton Securities Corporation holding a Series 66 designation and 31 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Bolton Global Asset Management serves a diverse client base, including high-net-worth individuals, corporations, institutions, and charitable organizations, providing customized wealth management through independent investment adviser representatives. The firm employs a range of investment strategies and offers both discretionary and non-discretionary portfolio management.

Ernesto Cucalon is a financial advisor at Bolton Securities Corporation with 28 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in various capacities since 2011. Outside of his advisory role, Ernesto co-owns and manages 305go, LLC, a vending machine business based in Miami. 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 institutional clients. The firm’s approach is IAR-driven, focusing on tailored portfolios using mutual funds, ETFs, equities, and fixed income with a generally long-term orientation.