Jared Kaplan is a financial advisor with New Edge Wealth in Coral Gables, FL, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He previously worked at UBS Financial Services Inc. for 16 years before joining NewEdge Wealth and NewEdge Securities in 2022. Outside of his advisory role, Kaplan serves on the investment committee for Legal Services of Greater Miami, a nonprofit providing pro-bono civil legal assistance, and is a board member at Palmer Trinity School. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, along with foundations, endowments, and institutional clients. The firm offers comprehensive advisory services and employs a multi-faceted investment approach that includes asset allocation, model strategies, separately managed accounts, and alternative investments.

Ghislain Gouraige Jr. is a financial advisor at New Edge Wealth with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 16 years. He serves on the boards of Rex Homes, Ayiti Community Trust, Penn Museum, Coop Careers, and BankMiami. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs a multi-faceted investment approach that includes asset allocation, model strategies, separately managed accounts, and alternative exposures across various asset classes.

Archibaldo Vasquez is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been associated with Bolton Global Asset Management and Bolton Global Capital since 2016. Vasquez is the owner and operator of Arnaca, LLC, an entity 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 offers customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed-income securities, using a long-term investment approach combined with the flexibility for shorter-term trades and option strategies.

Javier Millares is a financial advisor at Arax Advisory Partners with 11 years of industry experience. He holds a Series 65 designation and previously led his own firm, Millares Asset Management, LLC, for nine years. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and is notable for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Gabriel Niembro Garcia is a financial advisor with Calamos Wealth Management LLC, holding Series 65 and Series 66 licenses. He has one year of industry experience, including roles at Santander Private and Stelac Advisory. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth clients, family offices, and various institutional investors. The firm’s investment process includes asset allocation, quantitative and qualitative evaluation, and uses a diverse mix of investment vehicles, often incorporating its affiliated Calamos Funds as part of client portfolios.

Marcos Solanet is an advisor with Bolton Securities Corporation, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. His work history includes roles at Bolton Global Capital since 2021 and Credit Agricole Corporate & Investment Bank from 2009 to the present. He is also the owner and president of Blue Wins Corp, an entity created to operate securities and investment advisory services outside of his primary investment activities. 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, and institutions. The firm employs an IAR-driven approach that tailors portfolios using mutual funds, ETFs, equities, and fixed income, with a generally long-term orientation while allowing tactical trading and rebalancing.

Rushi Nagalla is an advisor at Belpointe Asset Management LLC with Series 65 and Series 66 credentials. He has been with Belpointe since 2025 and is also a minority owner of Cornell Dermatology LLC, where he contributes to financial statements and patient workflows. Nagalla has prior experience at Oregon Teledermatology LLC and Babson College. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting with customized portfolios that utilize passive, active, tactical, and blended strategies tailored to client objectives.

Monica Belaval Umpierre is a Series 66-credentialed financial advisor with six years of industry experience. She has worked at Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, PFS Financial Services, Primerica Financial Services, and Citibank. In addition to her advisory role, she owns a small business selling nail polish strips. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and retirement plan consulting. The firm utilizes platforms like Envestnet and Pershing and offers access to MOIS-approved model portfolios while operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Krysta Dos Santos is a CFP® and holds a Series 66 designation with 13 years of industry experience. She currently works at GenTrust, where she has been since 2023, following prior roles at THE Vanguard Group, Inc. and Black Gould and Associates. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to individual and institutional clients, including high-net-worth individuals and financial intermediaries. The firm manages approximately $4.46 billion in assets and employs a multi-disciplinary investment approach that integrates fundamental, technical, and macroeconomic analysis with a focus on asset allocation and risk management.

Raul Rohr is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 license and 17 years of industry experience. His prior roles include positions at Bolton Global Capital, Bank of America, N.A., and Merrill. He is also the owner and managing director of Rohr Private Wealth Management, LLC, an entity related to Bolton’s 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 tailored to client goals and risk tolerance, utilizing mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

Richard Ferrer is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with Mutual/United of Omaha since 2002. Outside of advisory services, Ferrer is the author of the "Mailbox Money" sales coaching book and curriculum and engages in public speaking on this topic; he is also involved with the Mailbox Money Community Foundation, a nonprofit organization based on his book. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering various managed account programs and retirement consulting. The firm works through a platform relationship with Envestnet and serves as a conduit to third-party money managers, while operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Diana Gazzola is a financial advisor at GenTrust with seven years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services and Insigneo International Financial Services. Gazzola is currently based in Miami, FL. GenTrust is a multi-team SEC-registered investment adviser managing approximately $5.2 billion in discretionary and non-discretionary assets for a concentrated client base that includes high-net-worth individuals, financial intermediaries, and institutional clients. The firm utilizes a proprietary investment process that combines fundamental, technical, and macroeconomic analysis with scenario-based risk management and offers services such as wealth management, financial planning, and concierge support.

Alexander Alfonso is a financial advisor with Mutual of Omaha Investor Services, Inc. in Coral Gables, FL, holding Series 63 and Series 65 designations and possessing 22 years of industry experience. His career includes roles at Pruco Securities, LLC, Colonial Life, Axa Advisors, and International Finance Bank. Alfonso is also licensed as an insurance agent, offering various insurance lines including life, health, annuity, and Medicare supplements. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm uses a platform relationship with Envestnet and Pershing as custodian, delivering managed solutions and incorporating broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Matthew McGrath is a CFP®-certified financial advisor with 24 years of industry experience. He has been with Evensky & Katz/Foldes Wealth Management since 2014. 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 uses a core-and-satellite equity approach with tax- and cost-efficient portfolio monitoring and offers comprehensive planning, discretionary management, and specialized consulting services.

Henrique Joao Pinheiro is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 26 years of industry experience. He has been affiliated with Bolton Global Asset Management and Bolton Global Capital since 2016. Outside of his advisory role, he is co-owner of Assurance Corporate Services LLC, which facilitates offshore corporate filings and services. Bolton Global Asset Management provides asset management and financial planning to individual, corporate, institutional, and charitable clients. The firm employs a long-term investment approach with portfolios built from mutual funds, ETFs, individual equities, and fixed-income securities, and incorporates internal management, third-party managers, and model portfolios.

Leonardo Rodriguez Gamboa is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 65 designations and having 10 years of industry experience. His prior roles include positions at Wealth Solutions USA, LLC and We Family Offices. He also serves as an investment advisor with Bolton Global Asset Management. 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 employs a long-term investment approach using a mix of internal management, unaffiliated managers, and third-party programs across diversified portfolios.

Agustin De Estrada is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63, 65, and 66 licenses and totaling 23 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2017 and previously held positions at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of his advisory role, he is co-owner and partner of a family farm business in Argentina, Estancia Los Patos. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm utilizes a range of investment vehicles and strategies, emphasizing a long-term approach while accommodating shorter-term trades and option strategies.

Alberto Bravo Jr. is a financial advisor with Snowden Capital Advisors LLC in Coral Gables, FL, holding a Series 66 designation and eight years of industry experience. He previously worked at Merrill Lynch Pierce Fenner & Smith Incorporated for five years before joining Snowden Lane Partners in 2019. Outside of advising, he is an investor in a crowdfunding app with a minimum investment. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and estate planning, leveraging multi-team scale and institutional capabilities with a mix of in-house and third-party management solutions.

Tony Esses is a financial advisor at Snowden Capital Advisors LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and access to third-party managers, combining multi-team scale with institutional capabilities.

Brett Pencar is a financial advisor at Snowden Capital Advisors LLC with seven years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Snowden Lane Partners in 2021, he worked at Merrill from 2018 to 2021 and has additional experience at Florida International University and Enterprise Rent-a-Car. Outside of his advisory role, Pencar serves as a committee member for the Wild Bunch Young Leaders, a philanthropic group associated with the Zoo Miami Foundation. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, third-party manager selection, and comprehensive financial and estate planning.