Miguel Ballestas is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 designations and over 38 years of industry experience. He has served as co-owner and president of Ballestas Advisors LLC since 2017 and has been associated with Bolton Securities Corporation since 2014. Outside of his advisory roles, he provides consulting services to a limited partnership investing in operating businesses without compensation. Bolton Global Asset Management is a registered investment adviser offering asset management and financial planning to individuals, corporations, institutions, and charitable organizations. The firm employs a network of independent advisers and uses a combination of internal and third-party managers to deliver customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed-income securities, typically emphasizing a long-term investment approach.

Leonardo Leta Furtado is a financial advisor at J. Safra Asset Management Corporation with Series 63 and Series 65 credentials. He joined the firm in 2024 and has prior experience at Safra National Bank. His background includes academic studies at The Pennsylvania State University and an extended period at The British School in Rio de Janeiro. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, private pooled investment vehicles, and institutions. The firm uses a combination of fundamental security analysis, manager due diligence, and macroeconomic assessment to manage discretionary and non-discretionary portfolios, with a focus on private funds and model strategies reviewed by an Investment Committee.

Jorge De Apodaca III is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked with Insigneo since 2018 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is an owner of Latam Group, LLC, a non-securities business used for tax planning purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed model portfolios and individualized advisor-led construction. The firm incorporates global asset classes and emerging markets in its portfolios and features notable cross-border investment elements under common control with its Panama-based affiliate.

Amber Kelly is a CFP®, ChFC®, and Series 65-registered financial advisor with 12 years of industry experience. She currently works at Impact Partnership Wealth, LLC and has held roles at Madison Avenue Securities, LLC and multiple affiliated firms in the Global Wealth Management network. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering model portfolio solutions and discretionary asset management through a network of nearly 90 advisors. The firm employs various investment strategies and operates within a broad affiliated-entity ecosystem that supports its trading, compliance, and back-office functions.

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.

Oscar Melian is a financial advisor at Insigneo Advisory Services, LLC with 34 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Advisors LLC and HB Asset Management. He has been with Insigneo Advisory Services and its affiliated broker-dealer since 2016. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, institutional, and banking clients. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and periodic reviews to manage diversified portfolios that may include equities, fixed income, commodities, REITs, alternative investments, and private placements.

Andrea Narbona Letelier is a Series 66-credentialed financial advisor with seven years of industry experience. She currently works at Insigneo Advisory Services, LLC and previously was affiliated with VectorGlobal WMG. Outside of her advisory role, she serves as a teacher assistant for an online education platform, ECLASS. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios and individualized advisor-led portfolio construction. The firm offers a broad range of global asset class exposures and incorporates third-party research to align portfolios with client objectives and risk tolerances.

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.

Gustavo Alfonso is a financial advisor with StoneX Advisors Inc. in Miami, FL, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His career includes 12 years at Bolton Securities Corporation and Bolton Global Capital before joining StoneX Advisors Inc. and StoneX Securities Inc. in 2025. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a combination of independent advisors and an in-house Private Client Group, utilizing multiple account structures and model-based solutions.

Jennifer Tamayo is a financial advisor at GenTrust with 15 years of industry experience. She holds a Series 66 designation and has worked at GenTrust since 2019, following a five-year tenure at Citi. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals, pooled investment vehicles, and financial intermediaries. The firm manages approximately $4.46 billion in assets and employs a team of about 20 advisors.

Mauricio Leyva Santa Maria is a financial advisor at Insigneo Advisory Services, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at VectorGlobal IAG and Banco de Bogotá Panama. Outside of his advisory role, he participates as a substitute manager and shareholder in a family patrimonial society that leases land for cattle. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through model portfolios and individualized advisor-led strategies. The firm incorporates global asset classes and emerging markets into client portfolios and features notable cross-border elements, including affiliated entities in Panama and offshore fund management.

Richard Bellamy is a Series 65-licensed advisor with First Advisors National, LLC in Miami, FL, and has one year of industry experience. He previously worked at Asset Allocation Strategies and HSBC US NA. Bellamy is also an independent insurance agent focusing on fixed and indexed annuity sales to public school employees. First Advisors National provides investment management and retirement plan consulting primarily to individual clients, managing over $500 million in discretionary assets. The firm emphasizes tactical and strategic asset allocation through third-party money managers and offers an optional retirement-account aggregation platform.

Jose Calero is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation and six years of industry experience. His prior work includes positions at Select Milk Producers and Praries Edge Dairy. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing a variety of asset classes and third-party research to manage and monitor client investments.

Sergio Bister Pessaj is a financial advisor at Boreal Capital Management LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Mora WM Securities LLC since 2012. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm operates an open-architecture platform combining internal portfolio management with third-party and affiliated sub-advisers across various asset classes.

Joseph Alamo is a CFP® with five years of industry experience, currently serving as a financial advisor at CG Advisory Services. He has previously worked at Kovack Advisors, Inc., Fernandez Wealth Management, LLC, and RLAA CPA's & Advisors, LLP. Outside of his advisory roles, he is a partner at an accounting and tax firm and spends part of his time advising clients on fixed insurance products. CG Advisory Services is an SEC-registered firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs model-driven and customized portfolio management strategies supported by an Investment Committee and utilizes AI tools alongside traditional research methods.

Juan Mendoza is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Insigneo, he worked at Blackstone from 2022 to 2024 and held roles at Univision Communications Inc. and HBO Latin America. 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 across a broad range of asset classes.

Daniel Caso is a financial advisor at Aegis Capital Corp. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates and Wells Fargo Clearing. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.

Rodrigo Morales Aramburu is a CFA® charterholder with two years of experience at BBVA Global Wealth Advisors, Inc. He previously worked at Banco BBVA Peru, BBVA Asset Management SAF, and Profuturo AFP, accumulating over a decade of experience in the financial industry. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs with a non-discretionary investment model. The firm’s investment process integrates client risk profiles with global research and selected third-party models, emphasizing an international focus.

Juan Londono is a Financial Advisor with Merrill Lynch Wealth Management, specializing in serving high-net-worth individuals. He provides tailored financial strategies focused on international wealth management, philanthropic planning, portfolio management services, and both individual and corporate investment strategy. His approach emphasizes understanding each client’s full financial picture to develop personalized wealth management plans suited to evolving market conditions. Juan’s experience includes roles such as Treasurer and Head Trader, with a niche focus on advising private and corporate investors. His expertise extends to financial planning, investment portfolio management, and estate planning. He holds the Personal Investment Advisor (PIA) designation and completed a non-accredited certificate program at Universidad Javeriana. Fluent in English and Spanish, Juan combines local market insights with global financial trends to guide clients in preserving and growing their wealth. He is engaged in community volunteering, reflecting the Merrill tradition of local involvement. Outside of work, Juan’s personal interests include adventure sports, music, photography, reading, running, spending time with family, and traveling.

Jeff Sondhelm is a financial advisor with Ausdal Financial Partners, Inc. in Indianapolis, IN, holding a Series 66 credential and 20 years of industry experience. He has been with Ausdal Financial Partners since 2012. Outside of his advisory role, he is also involved in insurance sales as an agent on a part-time basis. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with strategies implemented on both discretionary and non-discretionary bases.