Miguel Hidalgo is a financial advisor with Missionsquare Retirement in Miami, FL, holding Series 63 and Series 65 designations and having 13 years of industry experience. He has worked with Icma Rc since 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which includes discretionary Managed Accounts and nondiscretionary Fund Advice, supported by Morningstar Investment Management's investment models and research.

Giuseppe Mazzeo is a financial advisor at Level Four Advisory Services with 14 years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include positions at Holdun Family Office LLC and Andbank Private Bankers. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and unaffiliated sub-advisors.

Paul Klukas is an investment advisor representative at Bolton Securities Corporation with eight years of industry experience. He holds Series 65 and Series 63 designations and maintains a full-time role as a senior project manager at Siemens Energy. Klukas is also the owner and CEO of KAS Capital Corp, an entity managing securities, investment advisory, and insurance businesses. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporations, institutions, and charitable organizations. The firm offers customized portfolio management using mutual funds, ETFs, equities, and fixed-income securities, combining internal management with third-party asset managers to accommodate various investment approaches.

Euclides Moreno is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at Merrill for 17 years and Bank of America for one year before joining Bolton Global Asset Management and Bolton Global Capital in 2017. Moreno is also a managing partner of Moreno Wealth Management Group, LLC, and co-owner and managing director of PWA Family Office, LLC, both of which provide investment advisory services. Bolton Global Asset Management offers discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s IAR-driven approach tailors portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical trading and rebalancing.

Alvaro Torres is a financial advisor at StoneX Advisors Inc. with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining StoneX Advisors in 2020, he worked at VTS Capital Partners and CITIGROUP. Outside of his advisory work, he is also a real estate agent with Weichert Realtors | Capella Estates, representing buyers of residential properties. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a range of advisor-managed portfolios and third-party money managers, supported by multiple technology platforms and integrated clearing and custody services through its affiliation with StoneX Group.

Edward Laughlin is a financial advisor with Westminster Financial Advisory Corp in Miami, FL. He holds a Series 66 designation and has 53 years of industry experience. Prior to joining Westminster Financial Securities in 2017, he worked at Wunderlich Securities from 2015 to 2017. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a diversified, multi-asset class investment approach with a buy-and-hold orientation, supplemented by tactical overlays and cyclical analysis.

Mariela Arana Landaeta is a financial advisor at Insigneo Advisory Services, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Citigroup Global Markets Inc. Mariela also serves as Head of Client Experience at an affiliated registered investment adviser, a role she dedicates approximately five hours per month to. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base including high-net-worth individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers a range of managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services, utilizing customized allocations and firm-modeled strategies overseen by an Investment Committee.

Lucia Uribe is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Morgan Stanley and Jefferies LLC, as well as varied experience outside finance, such as positions at Rosetta Bakery and involvement in extended travel. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad range of clients including individuals, trusts, estates, and charitable organizations, using a customized planning process supported by third-party software and statistical simulations.

Rohan Bahri is a financial advisor at Calton & Associates, Inc. with one year of industry experience. He holds a Series 65 designation and has worked with firms including PeakShares, LLC and Babson College Fund. Outside of his advisory role, he is the founder and CEO of Bahri Capital, LLC and serves as co-founder and co-portfolio manager of PeakShares LLC. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, financial planning, and access to third-party money managers. The firm operates as both a registered investment adviser and broker-dealer, providing tailored investment recommendations through various program structures and analytic approaches.

Javier Rivero is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with multiple entities within the Insigneo group since 2017 and previously spent time with Dynasty Securities and Dynasty Wealth Management. Rivero serves as an executive board member of the Live Like Bella Childhood Cancer Foundation. 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 portfolio construction, incorporating third-party macroeconomic research and global asset class exposures.

Juan Manuel Fernandez is a financial advisor at Insigneo Advisory Services, LLC with 19 years of industry experience. He holds a Series 66 license and has worked at VectorGlobal WMG, Wells Fargo Clearing, Bank of America, and Merrill prior to joining Insigneo. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through firm-managed model portfolios and individualized advisor-led construction that incorporates global asset classes and emerging-market exposure.

Javier Prego Rivero is a CFA® charterholder with four years of industry experience. He is currently with Insigneo Advisory Services, LLC and has previously worked at Citi Asesores de Inversión de Uruguay S.A. and Banco Itau Uruguay S.A. He is dually registered with Insigneo Advisory Services LLC and dedicates part of his time to this role. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, and institutional clients such as banking and thrift institutions. The firm offers customized and committee-overseen investment strategies across various asset classes, employing both proprietary and third-party approaches.

Francesco Ciotola is a financial advisor with Everhart Advisors in Miami, FL, holding a Series 63 designation and 23 years of industry experience. He has been with Everhart Advisors since 2003 and previously worked at Mid Atlantic Capital Corporation from 2015 to 2020. Outside of advisory work, he serves as a board member of the Ohio Chamber of Commerce. Everhart Advisors provides wealth management, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, trusts, and business entities. The firm employs a buy-and-hold investment approach focused on low-cost, diversified portfolios and offers in-house tax consulting and bookkeeping services through CPAs.

Kristoffer Doura is a financial advisor with Independent Wealth Network, Inc. in Miami, FL, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior roles include positions at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. Outside of advising, he is involved in motivational speaking and consulting, has authored a book on sustainable living, serves as an executive producer and actor in the film industry, and teaches business and entrepreneurship at Doral College. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a tailored investment approach using fundamental and technical analysis, long- and short-term trading, options, margin, and third-party model providers, with ongoing client reviews and discretionary trading authority.

Juan Castaneda is a financial advisor at OneSeven with 11 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Bank of America, Merrill, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Fieldpoint Private Securities LLC. Castaneda is a member of the Greater Miami Tax Institute and serves on the board of the University of Virginia Club of Miami. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, using diversified mutual funds, ETFs, individual securities, and alternative investments when appropriate.

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.

Jared Kaplan is a financial advisor with New Edge Wealth in Coral Gables, FL, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He previously worked at UBS Financial Services Inc. for 16 years before joining NewEdge Wealth and NewEdge Securities in 2022. Outside of his advisory role, Kaplan serves on the investment committee for Legal Services of Greater Miami, a nonprofit providing pro-bono civil legal assistance, and is a board member at Palmer Trinity School. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, along with foundations, endowments, and institutional clients. The firm offers comprehensive advisory services and employs a multi-faceted investment approach that includes asset allocation, model strategies, separately managed accounts, and alternative investments.

Ghislain Gouraige Jr. is a financial advisor at New Edge Wealth with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 16 years. He serves on the boards of Rex Homes, Ayiti Community Trust, Penn Museum, Coop Careers, and BankMiami. New Edge 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 a multi-faceted investment approach that includes asset allocation, model strategies, separately managed accounts, and alternative exposures across various asset classes.

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.