Federico Alonso is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at Bolton Global Capital/Bolton Global Asset Management since 2021, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is co-owner and managing director of Esphera Capital, LLC, an investment-related business established 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, retirement plans, and banks. The firm’s approach is tailored to client goals and risk tolerance, utilizing a range of investment vehicles with a generally long-term orientation alongside tactical trading and rebalancing.

Johnny Zighelboim is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 16 years. Outside of his advisory role, he is co-owner of Pathway Wealth Management, LLC, an investment-related business managed outside of regular business hours. 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 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 while allowing tactical adjustments.

Santiago Cucalon is a financial advisor at Bolton Securities Corporation with a Series 65 designation and recent industry experience beginning in 2026. His career background includes roles at Bolton Global Capital and Bolton Global Asset Management, as well as entrepreneurial ventures such as ownership in 305 Go Vending LLC. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a customized wealth management approach utilizing mutual funds, ETFs, equities, and fixed-income securities, and operates through a network of independent advisers with access to various money managers and model portfolios.

Joaquin Dupont is a financial advisor at Bolton Securities Corporation with 18 years of industry experience. He holds the Series 66 designation and has worked at Bolton Global Asset Management and Bolton Global Capital since 2021, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a managing partner of Dolfina Group LLC and a managing director of Esphera Capital, LLC, both involved in investment-related 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, and institutions. 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.

Larry Rozas is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and over 13 years of industry experience. His prior experience includes roles at CITI International Financial Services, Truist Investment Services, and Merrill. He is the owner of two active but currently unused entities, Windhorse Corp. and Windhorse Fund LLC, both registered in Florida. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a range of portfolio management strategies, primarily focusing on long-term investments across mutual funds, ETFs, equities, and fixed income, and operates through a network of independent adviser representatives.

Marco Oreamuno is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 21 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2010 to 2019. Outside of his advisory work, he owns Lions Hills Investments, LLC, an entity used to facilitate securities and investment advisory operations. 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 emphasizes a tailored, IAR-driven investment approach that incorporates mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation while allowing tactical adjustments.

Jose Ferreira is a Series 66-licensed financial advisor with Bolton Securities Corporation, based in Miami, FL, and has 13 years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2015. Ferreira is also the owner of Elysium Capital, LLC, through which he 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 individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm employs an independent adviser representative model to tailor portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term investment approach.

Gabriel Ferreira Rizzo is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and six years of industry experience. He has worked at Bolton Global Capital since 2018 and has prior experience in finance-related roles at Florida International University, Arbitral Finance, Miami Dade College, and Areal Santa Rosa. Bolton Global Asset Management is a registered investment adviser offering asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm provides customized wealth management through a network of independent advisers, using a variety of investment vehicles and emphasizing a primarily long-term approach.

Carolina Acurio is a financial advisor at Bolton Securities Corporation with 25 years of industry experience. She holds a Series 66 designation and has worked at Bolton Global Asset Management and Bolton Global Capital since 2015. Her prior experience includes positions at Morgan Stanley from 2007 to 2015 and Merrill from 2001 to 2007. Carolina is also the owner and manager of Sunblazzer Associates, LLC. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers portfolio management using various investment vehicles and employs a long-term approach combined with flexible trading strategies.

Edilberto Moreno is a Series 66 licensed financial advisor with 26 years of industry experience, currently serving at Bolton Securities Corporation. He has been with Bolton Global Asset Management and Bolton Global Capital since 2016. Moreno is co-owner and managing director of PWA Family Office, LLC, and also manages Batista & Moreno Advisors. Additionally, he serves as a director of his wife's pediatric cardiology practice in Panama and is involved in real estate development projects there. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, and institutional clients, including high-net-worth individuals. The firm uses a network of independent investment adviser representatives and offers customized wealth management through various investment vehicles, emphasizing a primarily long-term approach.

Arturo Vasquez is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2016. Vasquez maintains a fixed life insurance license, obtained in 2019, though he currently does not actively conduct sales in this area. 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 mix of internal and third-party strategies, emphasizing a primarily long-term approach while allowing for various investment techniques.

Eduardo Cadenas is a financial advisor at Bolton Securities Corporation with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2023. Bolton Global Asset Management provides asset management and financial planning services to individual and high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an adviser-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.