Randall Caruso is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Bolton Global Capital and Bolton Global Asset Management since 2019, and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2010 to 2019. Caruso is also the owner and founder of Capitalia Advisors, LLC. 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 customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation, while allowing tactical trading and rebalancing.

Conny De La Torre is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Bolton Securities Corporation. She has held positions at Bolton Global Asset Management and Bolton Global Capital since 2023, and previously worked with Morgan Stanley Private Bank and Morgan Stanley from 2014 to 2023. She is co-owner and principal of two LLCs used for personal and accounting purposes unrelated to investment services. Bolton Global Asset Management is a registered investment adviser offering asset management and financial planning to individual, corporate, institutional, and charitable clients. The firm provides customized wealth management through independent advisers and a variety of portfolio management options, employing a primarily long-term investment approach with flexibility for other strategies.

Felipe Ballestas is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has worked with Bolton Global Asset Management since 2016 and previously operated Ballestas Advisors LLC. Outside of his advisory work, he is the owner and president of Columbus Marine Ventures, Ltd., which operates a pleasure motor yacht for rental purposes. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a network of independent advisers and utilizes internal and third-party managers to deliver customized wealth management, focusing primarily on long-term investment strategies using mutual funds, ETFs, equities, and fixed income.

Ariel Kay is a Series 66-licensed financial advisor with Bolton Securities Corporation in Miami, FL, and has 17 years of industry experience. She has been associated with Bolton Global Asset Management and Bolton Global Capital since 2013. Outside of her investment advisory work, Kay is a licensed real estate agent in Florida and co-owns a boating LLC. 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 independent adviser-driven approach customizes portfolios using a range of investment vehicles with a generally long-term orientation while allowing tactical adjustments.

Khush Patel is a financial advisor at New Edge Wealth with three years of industry experience. He holds a Series 66 designation and previously worked at NPC Financial. Patel is also associated with NewEdge Wealth, LLC, providing support for investment-related business serving ultra-high-net-worth individuals. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers a comprehensive range of advisory services focusing on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, proprietary investment solutions, and AI-assisted analytics.

Jose Cano is an investment advisor representative at Bolton Securities Corporation with 24 years of industry experience. He has held positions at Bolton Global Asset Management and Bolton Global Capital since 2021 and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2012 to 2021. Outside of his advisory role, he serves as an executor for a family estate in Mexico City and owns JJCV Capital, LLC, a securities and advisory business operated alongside Bolton. 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, corporations, and retirement plans. The firm’s advisor-driven approach customizes portfolios using a mix of mutual funds, ETFs, equities, and fixed income with a generally long-term focus, while also facilitating access to third-party managers and wrap-fee platforms.

Eduardo Borberg is a financial advisor at GenTrust with 10 years of industry experience. He holds a Series 65 designation and has worked at Financorp Group International Corporation and GenTrust since 2014. Borberg serves on the Board of Directors of Financorp, a broker-dealer and FINRA member. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to individual and institutional clients, including high-net-worth individuals and pooled investment vehicles. The firm manages approximately $4.46 billion in assets with a team of about 20 advisors and employs a multi-faceted investment approach that includes discretionary and non-discretionary portfolio construction, asset allocation, and scenario-based risk management.

Michael Antczak is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently with Evensky & Katz/Foldes Wealth Management and previously held roles at Goldman Sachs & Co. LLC, Bank of America, Merrill, PNC Wealth Management, and Morgan Stanley. 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 cores combined with select active and alternative strategies, guided by a written Investment Policy Statement and ongoing tax- and cost-efficient monitoring.

George Perez is a financial advisor at GenTrust with 29 years of industry experience. He has been with GenTrust since 2011 and previously worked at Old City Securities LLC from 2015 to 2021. Perez holds Series 63 and Series 65 licenses and is a principal of both GenTrust and Catenary Asset Management, LLC, where he is a passive investor. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals, institutional clients, and financial intermediaries. The firm manages approximately $4.46 billion in assets and employs a comprehensive investment approach that integrates fundamental, technical, and macroeconomic analysis with a focus on asset allocation and risk management.

Zoraida Diaz is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She previously worked at UBS Financial Services Inc. for nine years before joining Insigneo in 2020. Diaz is also the owner of DM Wealth Management Group. 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 uses a combination of customized allocations and firm-modeled portfolios overseen by an investment committee, employing a range of asset classes and permitting client-imposed investment restrictions.

Martha Chinea is a financial advisor with Bolton Securities Corporation holding a Series 66 designation and 31 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Bolton Global Asset Management serves a diverse client base, including high-net-worth individuals, corporations, institutions, and charitable organizations, providing customized wealth management through independent investment adviser representatives. The firm employs a range of investment strategies and offers both discretionary and non-discretionary portfolio management.

Jeffrey Kline is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 63 designation and over 53 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base, including individuals, corporations, trusts, institutional clients, and banking institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party research and allowing client-imposed investment restrictions.

Edgardo Medina Perez is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. He has been affiliated with Mutual of Omaha and its related entities since 2016. In addition to his advisory role, he is a licensed insurance agent and a mortgage loan originator. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through platform relationships with Envestnet and Pershing. The firm integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Alis Ramirez is a financial advisor at New Edge Wealth with nine years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for seven years before joining New Edge Wealth and NewEdge Securities in 2022. Outside of her advisory role, she has experience managing a rental townhouse property. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive wealth strategy and portfolio management services, utilizing a diversified investment approach that includes model strategies, separately managed accounts, and alternative investments.

Christopher Neubert is a CFP® with 48 years of industry experience. He is currently with Moneco Advisors, where he has worked since 2014, and has also been associated with LPL Financial since 1994. Outside of his advisory work, Neubert assists clients with tax return preparation using TurboTax and serves as a notary public. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients. The firm offers fee-based portfolio management, retirement plan consulting, and access to various advisory programs, employing a range of investment strategies and ongoing portfolio monitoring to tailor asset allocation to client goals and risk tolerances.

Julian Esses is a CFA® charterholder and holds the Series 66 designation, currently serving as a financial advisor at Snowden Capital Advisors LLC with three years of industry experience. Before joining Snowden Capital Advisors, he held positions at NR Group Management, TDJ Holdings, LLC, and Lazard in both Panama and Argentina. He serves as President and Vice President of his condominium homeowners association, where he assists with budgeting and coordination. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, financial and estate planning, and uses a multi-team approach combined with institutional capabilities, including the use of third-party managers and global custodian platforms.

Ernesto Cucalon is a financial advisor at Bolton Securities Corporation with 28 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in various capacities since 2011. Outside of his advisory role, Ernesto co-owns and manages 305go, LLC, a vending machine business based in Miami. 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, and institutional clients. The firm’s approach is IAR-driven, focusing on tailored portfolios using mutual funds, ETFs, equities, and fixed income with a generally long-term orientation.

Nicolas Mauricio is a financial advisor at Beacon Global Advisor Network, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BlackPoint Capital Partners, GWM USA, and Northwestern Mutual. Outside of his advisory role, he is also an insurance agent selling non-variable life, health, annuity, and disability income insurance products. Beacon Global Advisor Network, LLC serves individual clients through a network of approximately 60 independent advisors, managing around $397 million in assets. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on both non-high-net-worth and high-net-worth individuals.

Stephen Wright is a CFP®-certified financial advisor with 12 years of industry experience, currently with CW Advisors, LLC. He previously worked at Congress Wealth Management LLC, Pinnacle Advisory Group, and The Enrichment Group, Inc. CW Advisors, LLC is a multi-team firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach and employs a mix of active, passive, quantitative, and ESG strategies.

Alejandro Ruiz is a CFP® professional with four years of industry experience, currently serving at Evensky & Katz/Foldes Wealth Management. He has been with the firm since 2021 and previously worked at Equitable Advisors. 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 portfolio management approach emphasizing low-cost index and ETF investments alongside select active and alternative allocations, supported by comprehensive financial planning and independent manager selection.