Jose Garcia is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 18 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2017, and previously spent ten years at Merrill. Garcia is also involved with Moreno Wealth Management, LLC and PWA Family Office. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm uses a range of investment strategies via mutual funds, ETFs, and individual securities, emphasizing a long-term approach while allowing for shorter-term trades and option strategies.

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.

Ian Helmus is a financial advisor at McAdam LLC with seven years of industry experience. He holds a Series 65 designation and has been with McAdam since 2018, following brief roles at Bradley Foster and Sargent and Weiss Analytics. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across a multi-advisor platform, offering a range of investment options including mutual funds, ETFs, independent managers, and alternative strategies.

Lorenzo Guzman is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63, Series 66, and Series 65 licenses and 22 years of industry experience. He previously worked at VectorMex Incorporated for 19 years. In addition to his financial advisory work, he is involved as an insurance agent with Vector Global ISG and participates in real estate sales and aircraft and automobile leasing through other business ventures. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with individualized advisor-led construction, incorporating global asset classes and emerging-market exposures tailored to client objectives and risk tolerances.

Antonio Fernandez Gutierrez is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include ten years at VectorGlobal WMG and six years at Actinver Wealth Management, Inc. He is based in Miami, FL. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through committee-driven model portfolios and individualized advisor-led construction. The firm incorporates global asset classes and emerging-market exposures and has notable cross-border elements through affiliated entities and offshore funds.

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.

Alejandro Guardiola is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He is currently with Insigneo Advisory Services, LLC and has previously worked at Paradigm Capital, Hunt Equity Partners, and several other financial firms. Between 2020 and 2022, he was engaged in entrepreneurial activities. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm uses a blend of committee-driven model portfolios and individualized advisor-led portfolio construction incorporating third-party macroeconomic research, with a focus on global asset classes including emerging markets and foreign currency exposures.

Liliana Borrero Acevedo is a financial advisor at Insigneo Advisory Services, LLC with 13 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Insigneo. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, institutional, and banking clients. The firm employs a customizable investment approach that includes discretionary and non-discretionary managed accounts, third-party manager oversight, and proprietary private placement vehicles.

Jeffrey Kline is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Insigneo Securities LLC since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Insigneo Advisory Services, LLC provides investment advisory and portfolio management 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, using third-party research and regular account reviews, with investment options spanning equities, fixed income, commodities, REITs, alternative investments, and private placements.

David Grossman is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 credentials and 32 years of industry experience. Prior to joining Apollon, he worked at Raymond James & Associates and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is licensed to sell fixed insurance products. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, charitable organizations, retirement plans, and pooled investment vehicles. The firm combines centrally managed and locally managed investment strategies, employs fundamental analysis with tactical allocations, and offers specialized services including ESG models, private funds, and tax management tools.

Andrew Kane is a financial advisor with Apollon Wealth Management, LLC in Miami Beach, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Fortune Financial Services. He serves as Secretary on the Board of Directors for the Condo Blue Diamond in Miami Beach. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, and charitable organizations with approximately $11.6 billion in assets under management. The firm combines centrally managed model strategies with locally managed portfolios, employing fundamental analysis, ESG risk-based models, and tax management tools, and operates a broad network of investment advisor representatives under multiple DBAs.

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.

Santiago Pena Diaz is a Series 65 licensed financial advisor with eight years of industry experience. He currently works at Insigneo Advisory Services, LLC and previously worked at VectorGlobalWMG and IPG Securities. Outside of advisory work, he is the owner and legal representative of a marketing services startup based in Panama. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, utilizing committee-driven model portfolios combined with individualized advisor-led portfolio construction. The firm’s approach incorporates global and emerging market assets and includes discretionary and non-discretionary management options.

Cecilia Socorro Fuenmayor is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Insigneo Advisory Services since 2019 and previously spent ten years with Avantia Capital. Outside of her advisory role, she has a 50% ownership stake in Provision & Solution LLC. Insigneo Advisory Services provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including high-net-worth individuals and banking institutions. The firm offers customized allocations and firm-modeled portfolios across a range of asset classes, supported by third-party research and a dedicated Investment Committee.

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.

Matteo Hernandez Sada is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Citigroup, BBVA Securities Inc., and Compass Bank. Outside of finance, he is a member of Team Matteo LLC, where he is involved in media and photography activities. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs. The firm’s investment approach emphasizes non-discretionary asset management with a focus on aligning client risk profiles to investment guides developed with input from BBVA S.A.’s Global Wealth Investment Committee and external model providers.

Joseph Valerio is a CFP® certificant with four years of industry experience. He currently works at Modera Wealth Management, LLC and has held positions at Northstar Financial Planners, Inc., Merriman Wealth Management, The Vanguard Group, Inc., and Fidelity Investments. Modera Wealth Management provides wealth management, retirement plan consulting, tax planning, trust services, and business coaching to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines large-scale advisory operations with in-house accounting and tax capabilities.

Edward Varona is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Insigneo in 2021. Outside of his advisory work, he serves as Treasurer of the Golf Villas Homeowner's Association in Lake Placid, Florida. Insigneo Advisory Services provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm uses a combination of customized allocations and firm-modeled portfolios, incorporating a range of asset classes and allowing client-imposed investment restrictions.

Jose Diaz Ceballos Mercado is a financial advisor at BBVA Global Wealth Advisors, INC. He holds Series 65 and Series 66 licenses and has one year of industry experience. Prior to joining BBVA Global Wealth Advisors, he worked at Punto Brokerage Firm and Theorie Consulting. Outside of finance, he has been involved with Hair Drezzers on Fire in Miami since 2022. BBVA Global Wealth Advisors serves individual and high-net-worth clients, as well as businesses and family offices, primarily through portfolio advisory and wrap-fee programs. The firm emphasizes a non-discretionary investment approach that integrates portfolio construction guided by investor risk profiles and leverages global fund research and third-party model providers.