John Colon is a financial advisor with Belpointe Asset Management LLC, holding a Series 63 designation and 34 years of industry experience. His prior roles include positions at LPL Financial and Wells Fargo Advisors. Outside of his advisory work, he serves on several nonprofit and civic boards related to housing and community issues and works as a consultant in government relations and affordable housing development. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies that range from passive to tactical approaches and supports a variety of affiliated businesses and product sponsorships alongside its advisory services.

Kristina Cabrera is a financial advisor at Insigneo Advisory Services, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked for Raymond James & Associates for 10 years. Cabrera is also a 10% owner of The Americas Financial Group, a brand involved in brokerage and advisory business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers customized investment allocations, managed accounts, third-party manager oversight, and private placement advisory, utilizing a combination of proprietary and third-party strategies across various asset classes.

Michael Walsh is a CFP® professional with nine years of experience, currently serving at Evensky & Katz/Foldes Wealth Management. He has been with the firm since 2016. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary wealth management firm that serves high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a core-and-satellite investment approach, emphasizing low-cost index and ETF cores combined with select active, taxable-advantaged, and alternative allocations.

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.

Lucy Watson is a financial advisor at Vicus Capital, Inc. with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Vicus Capital since 2011. Prior to and alongside her work at Vicus Capital, she has experience with Cetera Wealth Services and operates Watson Financial Inc., an insurance agency specializing in life, disability, and health insurance products, a business she has run since 1993. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a diverse investment process using fundamental and technical analysis, offering a range of model and separately managed strategies, retirement plan consulting, and fiduciary services.

Robert Lee is a financial advisor at New Edge Wealth with 27 years of industry experience and holds a Series 66 designation. He previously worked at UBS Financial Services Inc. for 15 years before joining NewEdge Wealth and NewEdge Securities in 2022. NewEdge 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 an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, third-party managers, and proprietary solutions.

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.

David Garcia is a CFP® certificant with 18 years of experience in financial advising. 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 employs an equity core-and-satellite investment approach focused on low-cost index and ETF cores combined with select active and alternative allocations, guided by detailed planning and ongoing monitoring.

Francisco Secada is a financial advisor at Valor Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Valor Advisors and its affiliated entities since 2014. Outside of his primary advisory role, he serves as a director at BD Capital Sociedad Administradora de Fondos de Inversion S.A.C. in Lima, Peru. Valor Advisors serves ultra-high net worth families, primarily in Latin America, providing portfolio management, investment consulting, and business consulting with a focus on fundamental analysis and a long-term buy-and-hold investment approach. The firm offers both discretionary and non-discretionary arrangements, maintaining a distinctive client base and investment approach.

Anderson Ariza is a financial advisor with Northern Trust Securities, Inc., holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Northern Trust Securities, Inc. since 2004. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a wrap fee program to high-net-worth individuals, retail investors, and institutional clients. The firm employs a model-driven approach to managing Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs, integrating proprietary and third-party investment products with regular account reviews.

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.

Jeffrey Pfleger is a financial advisor with M HOLDINGS SECURITIES, Inc. in Coral Gables, FL, holding Series 63 and 65 licenses and bringing 30 years of industry experience. He has led Pfleger Financial Group since 2003 and also serves as an owner of PFG Global, Inc., both involved in investment-related activities. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and financial planning, supported by multiple custodial and platform providers.

Owen Parr is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Merrill and Bank of America, N.A. from 2009 to 2019 and joined Snowden Lane Partners in 2019. Outside of his advisory work, Parr is an author who self-publishes fiction novels. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by providing portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities, offering customized portfolios, use of third-party managers, and programs for externally custodied assets and employer-sponsored retirement plans.

Bruno Gomez Acebo Borbon is a financial advisor at Boreal Capital Management LLC with five years of industry experience. He holds the Series 66 designation and previously operated as a self-employed advisor for nine years before joining Boreal Capital Securities LLC. Outside of his advisory role, he is involved in client referrals for Provi-Capital Partners, an investment banking and M&A firm, receiving a portion of revenues generated from referrals. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm employs an open-architecture platform combining internal management with third-party and affiliated sub-advisers across a range of asset classes, serving both U.S. and non-U.S. clients.

Sebastian Ramos is a financial advisor at Snowden Capital Advisors LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Snowden Lane Partners, Wells Fargo Clearing, and Scottrade, Inc. 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 financial and estate planning, utilizing multi-team resources and institutional capabilities to manage a diverse range of client assets.

Sachin Borde is a financial advisor at Belpointe Asset Management LLC with 22 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Premia Global Advisors, Bank of America, N.A., and Merrill. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm provides discretionary investment management, financial planning, and retirement-plan consulting services to individuals, corporations, trusts, and other advisers, implementing customized portfolios through various advisor-specific strategies and third-party manager relationships.

Gladys Lopez is a financial advisor at Snowden Capital Advisors LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing Services, Fidelity Investments, and Snowden Lane Partners. 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 custom model portfolios, often utilizing third-party managers while maintaining overall client oversight.

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.

Antonio Cruz is a financial advisor at GenTrust with a Series 65 designation and one year of industry experience. He previously worked at X10 Capital for three years and has held roles at Rice Management Company, Marble Capital, Hanover Company, and National Property Holdings. GenTrust is an SEC-registered investment adviser serving individuals, financial intermediaries, pooled investment vehicles, and institutional clients, including sovereign wealth funds. The firm manages approximately $5.2 billion in assets, employing a multi-disciplinary investment process that integrates fundamental, technical, and macroeconomic analysis with risk management and customized portfolio solutions.