Martin Talmasky Silbert is a financial advisor at Bolton Securities Corporation with 27 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at CitiGroup and Insigneo Advisory Services. Outside of his advisory role, he owns Aires Capital Advisors, LLC, a business established for tax purposes, and provides administrative services for his wife’s real estate company. Bolton Global Asset Management offers asset management and financial planning services to individual, corporate, and institutional clients. The firm employs a range of management strategies and products, emphasizing a long-term investment approach while allowing for flexibility in trading and portfolio structures.

Marc Silverman is a CFP® and ChFC® with 40 years of industry experience. He is affiliated with Geneos Wealth Management, Inc. and has held roles at Silverman Financial since 1989. Outside of financial advising, he is the managing member of an aviation organization, Carmarc LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, asset management through various account types, and access to third-party money managers, employing a range of analytic approaches and investment strategies.

Angel Sanz Alonso is a financial advisor at Mora Capital Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Boreal Capital Securities, LLC, Mora Wealth Management AG, and Andbank. Mora Capital Management provides investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm employs an open-architecture investment process that integrates fundamental and technical analysis, third-party manager selection, and customized index solutions, offering both discretionary management and non-discretionary consulting.

Ricardo Morean is a Series 66-licensed advisor with Bolton Securities Corporation, bringing 30 years of industry experience. He has held positions at Bolton Global Capital since 2016, RBC Capital Markets, and Wells Fargo Clearing. Ricardo is also Managing Director for Bolton Global Capital and co-owner and Managing Director of Brightstone Capital, where he spends significant time on management and investment services. Bolton Global Asset Management provides asset management and financial planning to individuals, corporate and institutional clients, and charitable organizations. The firm offers customized wealth management through a network of independent investment adviser representatives, utilizing a range of investment vehicles with an emphasis on a long-term approach.

Fernando Panizzutti is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 21 years of industry experience. He has previously worked with Bolton Global Asset Management, Bolton Global Capital, BTG Pactual US Capital, LLC, and Wells Fargo Advisors. Outside of his advisory role, he owns a consulting entity and a business in Brazil operating real estate unrelated to his financial services. Bolton Global Asset Management provides asset management and financial planning to individual, corporate, institutional, and charitable clients. The firm uses a long-term investment approach with a range of portfolio management options, employing a combination of internal and third-party managers, and offers services through an affiliated broker-dealer network.

Edward Ruiz is a financial advisor with New Edge Wealth in Coral Gables, FL, holding a Series 66 designation and one year of industry experience. Prior to joining New Edge Wealth, he worked at Morgan Stanley for two years and served with the University of Miami Police Department for three years. Outside of finance, he has experience in small business operations with Mojo Donuts. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions supplemented by AI-assisted analytics.

Jimmy Gonzalez is a financial advisor at Belpointe Asset Management LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Anthem Advisors, Perigon Wealth Management, and Slow Capital. Outside of advising, he serves as a senior advisor for a cookware distribution company and is the CFO of a grocery investment group. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for thousands of clients, offering discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers. The firm implements customized portfolios across a range of advisory styles and sponsors various affiliated funds and investment vehicles.

John Cross IV is a financial advisor with Arax Advisory Partners in Coral Gables, FL, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at USCA Securities LLC, U.S. Capital Wealth Advisors, Laidlaw & Company (UK) Ltd, Laidlaw Wealth Management, and Wells Fargo Advisors. He serves as Chief Investment Officer and Director of the Marion Moore Foundation, a privately funded charitable organization. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets and 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, with notable use of performance-based fee arrangements and carried-interest structures for qualified investors.

Oscar Guevara is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2016. Guevara is also the President of O.E.G. Capital Group and serves as its managing director. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a range of management approaches and investment vehicles, emphasizing a primarily long-term investment strategy.

Tatianna Martinez Ventura is a financial advisor at Snowden Capital Advisors LLC with 22 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill and Snowden Lane Partners. 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 planning services. The firm combines multi-team scale with institutional capabilities, utilizing a diverse range of investment tools and third-party manager programs.

Marcus Carbajal is a CFP® professional at Evensky & Katz/Foldes Wealth Management with one year of industry experience. Prior to joining the firm, he worked at 1st Convenience Bank and held positions in hospitality services and education while attending Texas Tech University. 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 investment approach focused on low-cost index and ETF strategies combined with selective active and alternative allocations, supported by comprehensive financial planning and discretionary portfolio management.

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.

Christian Gherardi is a financial advisor at Snowden Capital Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Snowden Lane Partners and Bulltick Wealth Management. Outside of his advisory role, he is the owner and president of C.M.G. Investment Alternatives, LLC, a holding company focused on real estate. 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 third-party manager selection, combining multi-team scale with institutional capabilities.

Deana Kelly is a CFP®-certified financial advisor at Evensky & Katz/Foldes Wealth Management with 24 years of industry experience. She has been with Evensky & Katz/Foldes Financial 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 emphasizes comprehensive financial planning and discretionary portfolio management using an equity core-and-satellite approach with a focus on tax- and cost-efficient strategies.

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.

Armando Cunill is a financial advisor at Gradient Securities, LLC with 29 years of industry experience. He holds a Series 65 designation and has been with Gradient Securities since 2012. Cunill also operates Capital Financial Services, a fixed insurance sales business he has managed since 1984. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, and non-discretionary asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm combines advisory and broker-dealer services and frequently utilizes third-party managers and ERISA plan consulting.

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.

Ricardo Dominguez is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 credential and one year of industry experience. Prior to joining Mutual of Omaha, he has held roles in healthcare and consulting, including owner and concierge pharmacist at Amrick Health LLC and staff pharmacist at Walgreens. He is also involved in real estate on a referral basis through The Valenzuela Real Estate Group and works as an independent health insurance broker with Carepoint. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs primarily through platform partnerships with Envestnet and Pershing.