Ignacio Rosales is a Series 65-credentialed financial advisor at Uyana Partners LLC with four years of industry experience. His prior experience includes roles at Insignium Asset Management, Morgan Stanley, and PricewaterhouseCoopers. He also serves as Chief Behavioral Officer and investment committee member at BuenTrip Ventures. Uyana Partners serves individual and corporate clients across wealth tiers, offering portfolio management, financial planning, and a technology-driven model portfolio program. The firm creates individualized investment policies and manages diversified portfolios using both fundamental and technical analysis.

Salvador Juncadella IV is a financial advisor with BigSur Partners, LLC in Miami, FL, holding a Series 65 designation and four years of industry experience. He has worked at BigSur Partners since 2016 with a brief tenure at TwinFocus Capital Partners in 2019. BigSur Partners is an independent, fee-based global multi-family office serving high net worth individuals, trusts, corporations, and pooled investment vehicles. The firm offers portfolio management, consulting, consolidated reporting, and family-office services using client-specific investment policies and proprietary research, with a focus on discretionary management of traditional assets and selective use of alternative investments.

Victor Mecozzi is a financial advisor at L&S Investment Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Brasil Plural Investment Advisor LLC, Brasil Plural Securities LLC, T3 Trading Group, LLC, Banco Itau International, and Itau International Securities Inc. His career includes roles spanning both U.S. and international financial firms. L&S Investment Advisors manages approximately $231 million across individual, corporate, trust, and institutional clients. The firm employs a short-term trading style with an emphasis on stocks, ETFs, and leveraged strategies, serving a notable number of non-U.S. clients and maintaining a formal affiliation with Brasil Plural Investment Advisors.

Juan Carlos Freile Franco is a CFA® charterholder with 14 years of experience in the financial industry. He currently serves as an advisor at Tiempo Capital Partners, having joined the firm in 2024 after spending 12 years at J.P. Morgan Securities. Tiempo Capital Partners manages roughly $911 million for a concentrated client base that includes individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach and provides fee-based investment management, consulting, and family-office style advisory services.

Pablo Serra is a financial advisor at Miura Investment Advisors, Inc. He holds a Series 66 designation and has been active in the financial industry since 2019. His prior experience includes roles at EDM Wealth and Asset Management and Abante Asesores. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients, offering non-discretionary investment advice, portfolio management, and manager-selection services. The firm uses a client-directed process that emphasizes both long- and short-term strategies with ongoing account monitoring and requires client approval for all transactions.

Carlos Villanueva Sucre is a financial advisor with Bolton Securities Corporation and Bolton Global Capital, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with Bolton since 2014. In addition to his advisory role, he provides legal services in estate planning and family law from Caracas, Venezuela. 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 employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed income, combining long-term orientation with tactical trading and rebalancing.

Henry Pfleger is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 65 designation and currently based in Coral Gables, FL. He has experience at firms including Troluce Capital Advisors, ExodusPoint Capital Management LP, CreditSights, and Bloomberg LP. Outside of his advisory role, he works as a hedge fund investment analyst developing quantitative trading strategies with L1 Capital Global. M HOLDINGS SECURITIES, Inc. serves a diverse client base nationwide, including individuals, retirement plans, charitable organizations, and corporations. The firm offers a broad range of advisory and brokerage services, utilizing discretionary and non-discretionary investment management programs and sub-advisory arrangements supported by multiple platform providers and custodial relationships.

Rafael Sotillo Aponte is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 17 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2021, and previously at Wells Fargo Clearing and Mercantil Commercebank. 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, utilizing mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

Joseph Tribuiani is a CFP® and Series 66-registered advisor at Evensky & Katz/Foldes Wealth Management with four years of industry experience. He previously worked at Raymond James & Associates, Tribuiani Asset Management, and Wells Fargo Advisors. His background also includes roles in education at Boston College and Seacrest Country Day School. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a core-and-satellite equity approach with emphasis on tax- and cost-efficient portfolio management supported by comprehensive financial planning and consulting services.

Rafael Alvarez is an investment advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2015. Alvarez is the owner and president of Miami Private Capital Partners, Inc., a separate entity established in 2018 for 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 individual and high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. 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.

Jorge Perez is a financial advisor with Bolton Securities Corporation based in Miami, FL. He holds a Series 66 designation and has 23 years of industry experience. Since 2015, he has been affiliated with Bolton Global Asset Management and Bolton Global Capital. He is also co-owner and managing partner of Perez Wealth Management, LLC, where he serves as Senior Partner of Investments. 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 using mutual funds, ETFs, equities, and fixed-income securities, focusing on a long-term approach while accommodating shorter-term trades and option strategies.

Juan Pernas is a financial advisor with Bolton Securities Corporation holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Bolton Global Asset Management and Bolton Global Capital, he worked in the restaurant industry for six years at 4 JJJJ Pizzeria. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized wealth management through various asset management programs and emphasizes a long-term investment approach while incorporating diverse strategies and portfolio structures.

Cristina Acosta is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Bolton Global Asset Management since 2024 and previously held roles at Cardea Capital Advisors, Cardea Capital Group, Lloyd Crescendo Advisors, and Mora Wealth Management. Outside of her advisory work, she is involved with Invest for Better, a nonprofit focused on financial education for women, and founded 5E Wealth Lab, which creates financial education programs for women and girls. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers portfolio management through a network of independent advisers and employs a range of investment strategies, emphasizing a long-term approach while allowing for varied trading techniques.

Eli Butnaru is a CFA® charterholder with 26 years of industry experience. He is currently with Bolton Securities Corporation and Bolton Global Asset Management, where he has worked since 2022. Prior to that, he spent 11 years with Mora Wealth Management LLC and Mora WM Securities. Outside of his advisory role, he is co-owner and manager of IRA ANEL, LLC, an entity involved in managing rental real estate in Madrid, Spain. 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 financial institutions. The firm employs an IAR-driven approach, tailoring portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation, while also offering access to third-party managers and wrap-fee platforms.

Reynaldo Hellmund is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Citi Private Bank for seven years and at HSBC Bank USA and HSBC Securities from 2016 to 2018. Hellmund is the owner of Alpha Draco LLC, an investment vehicle focused on personal investments in non-public companies. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through committee-driven model portfolios combined with individualized advisor-led constructions. The firm’s approach includes global asset classes and emerging-market exposures, with a notable cross-border component involving affiliated entities and offshore funds.

Felipe Torres is a financial advisor at Snowden Capital Advisors LLC with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Snowden Lane Partners, Creand Securities, and Santander Private Bank. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering discretionary and non-discretionary portfolio management, investment consulting, and estate planning. The firm employs a multi-team approach with institutional capabilities and utilizes third-party managers alongside customized model portfolios.

Dominick Molinari is a financial advisor at Snowden Capital Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Snowden Lane Partners since 2018, following two years at Merrill. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial and estate planning services. The firm combines multi-team scale with institutional capabilities and employs a range of investment tools, including mutual funds, ETFs, alternatives, and fixed income strategies.

Miguel Ballestas is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with Bolton Securities and its affiliated entities since 2014 and is co-owner and president of Ballestas Advisors LLC, an outside registered investment advisory firm. He also provides consulting services on a limited basis to a private operating business and co-owns an insurance services company that sells fixed insurance products. Bolton Global Asset Management, the firm with which he is primarily affiliated, offers asset management and financial planning services to individual, corporate, institutional, and trust clients. The firm employs a customized wealth management approach through a network of independent advisers and uses a broad range of investment vehicles including mutual funds, ETFs, equities, and fixed income, typically focusing on a long-term investment strategy.

Carlos Gonzalez is a financial advisor at GenTrust with four years of industry experience. He holds a Series 65 designation and has previously worked at Sunrun and MAXIMAI Investment Partners LLC. GenTrust is an SEC-registered investment adviser managing approximately $5.2 billion in assets for a focused client base that includes high-net-worth individuals, financial intermediaries, pooled investment vehicles, and institutional clients. The firm employs a multi-disciplinary investment process combining fundamental, technical, and macroeconomic analysis with risk management strategies and offers wealth management, financial planning, and concierge services.

Luisana Torres is a financial advisor at Bolton Securities Corporation with a Series 65 credential and no prior industry experience. Her background includes roles at Bolton Global Capital, Forum Foods Corp, Hugo Boss, and Hato Rey Company. 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’s approach emphasizes tailored portfolios using a range of investment vehicles with a generally long-term orientation, supported by a network of independent investment adviser representatives.