Seth Miller is a financial advisor with Founders Financial Securities LLC in Miami, FL. He holds Series 63 and Series 65 licenses and has experience working at EmpowerHealth and the University of Miami. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients. The firm offers multiple advisory platforms and services, including managed portfolios, financial planning, and 1031 exchange consulting, with an emphasis on both fiduciary management and brokerage capabilities.

John Colon is a financial advisor with Belpointe Asset Management LLC, holding a Series 63 designation and 34 years of industry experience. His prior roles include positions at LPL Financial and Wells Fargo Advisors. Outside of his advisory work, he serves on several nonprofit and civic boards related to housing and community issues and works as a consultant in government relations and affordable housing development. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies that range from passive to tactical approaches and supports a variety of affiliated businesses and product sponsorships alongside its advisory services.

Santiago Franco is a financial advisor with Santander Securities LLC in Miami, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bolton Securities Corporation, Bolton Global Capital, and Activest Wealth Management. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party managers and discretionary account management.

Kristina Cabrera is a financial advisor at Insigneo Advisory Services, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked for Raymond James & Associates for 10 years. Cabrera is also a 10% owner of The Americas Financial Group, a brand involved in brokerage and advisory business. 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 offers customized investment allocations, managed accounts, third-party manager oversight, and private placement advisory, utilizing a combination of proprietary and third-party strategies across various asset classes.

Salvador Ramos Carmona is a financial advisor at Mora Capital Management, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at UBS Financial Services, Inc. and UBS Asesores Mexico, S.A. de C.V. Mora Capital Management provides investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm uses an open-architecture investment process combining fundamental and technical analysis, third-party manager selection, and customized index solutions, offering both discretionary management and non-discretionary consulting.

Michael Walsh is a CFP® professional at Evensky & Katz/Foldes Wealth Management with eight years of industry experience. He has worked exclusively with the firm since 2016. Evensky & Katz/Foldes Wealth Management provides fee-only wealth management and investment advisory services to individuals, trustees, retirement plans, charities, and small businesses. The firm employs a wealth-management approach centered on client goals, strategic asset allocation, and a core-and-satellite equity framework using primarily low-cost index funds and ETFs supplemented by specialty allocations and alternative investments where appropriate.

Marcelo Charul is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2017 and was previously with Wells Fargo Advisors for five years. He is also the owner and manager of GFA Wealth Management, LLC, an entity created to operate securities and investment 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 approach is IAR-driven, tailoring portfolios to client goals and risk tolerance with a generally long-term orientation, while offering access to third-party managers and various investment platforms.

Luis Bermudez Valdes is a financial advisor at Santander Securities LLC with 11 years of industry experience. He holds a Series 66 designation and has been with Santander in various capacities since 2014, including roles at Santander International Private Banking. He serves as a board member of the US-Spain Chamber of Commerce, an organization promoting US-Spain economic cooperation. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with oversight from third-party managers and an Implementation Manager.

Lucy Watson is a financial advisor at Vicus Capital, Inc. with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Vicus Capital since 2011. Prior to and alongside her work at Vicus Capital, she has experience with Cetera Wealth Services and operates Watson Financial Inc., an insurance agency specializing in life, disability, and health insurance products, a business she has run since 1993. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a diverse investment process using fundamental and technical analysis, offering a range of model and separately managed strategies, retirement plan consulting, and fiduciary services.

Robert Lee is a financial advisor at New Edge Wealth with 27 years of industry experience and holds a Series 66 designation. He previously worked at UBS Financial Services Inc. for 15 years before joining NewEdge Wealth and NewEdge Securities in 2022. NewEdge 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 an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, third-party managers, and proprietary solutions.

Lucas Rio Torto is a CFA® charterholder and Series 66 licensed advisor with nine years of industry experience. He has been with Bolton Global Asset Management since 2018 and Bolton Global Capital since 2016. Outside of his advisory roles, he co-owns and manages Assurance Corporate Services LLC, which facilitates offshore corporate filings and services. 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, retirement plans, and financial institutions. The firm’s approach involves tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, with access to third-party managers and wrap-fee platforms.

Nicholas Patino is a financial advisor with Insigneo Advisory Services, LLC in Coral Gables, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Insigneo Advisory Services and Insigneo Securities since 2017 and previously held roles at multiple Brickell Global entities from 2015 to 2017. Outside of his advisory work, he is a part owner and member of a golf club. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, institutional clients, and banking institutions. The firm combines customized allocations with firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and allowing client-imposed investment restrictions.

David Garcia is a CFP® and Series 65 credentialed advisor with 17 years of industry experience. He has been with Evensky & Katz/Foldes Wealth Management since 2014. The firm provides fee-only wealth management and investment advisory services to a diverse client base, including high net-worth individuals, trustees, pension plans, and small businesses. Evensky & Katz/Foldes Wealth Management employs a wealth-management approach focused on client goals, using strategic asset allocation with a core-and-satellite equity framework and a mix of low-cost index funds, ETFs, and specialty allocations.

Fernando Senso Castilla is a financial advisor at Santander Securities LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at CITIGROUP for 10 years before joining Santander Securities and Santander International Private Banking in 2024. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with discretionary account management and ongoing compliance oversight.

Anabel Zamora is a financial advisor at Insigneo Advisory Services, LLC with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors prior to joining Insigneo in 2021. She also holds a life insurance license and assists with related sales in her role. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm employs a committee-driven investment process combined with advisor-led portfolio construction and incorporates global asset classes and emerging-market exposures.

Adrian Leon is a CFA® charterholder and holds a Series 65 license, with 10 years of industry experience. He is currently with Insigneo Advisory Services, LLC and Insigneo Securities LLC, and previously worked at Guggenheim Partners Latin America and Alvarium Investment Managers. Outside of his advisory role, he serves as investment advisor and trust protector for a private family trust. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management that combines committee-driven model portfolios and advisor-led portfolio construction with global and emerging-market exposures.

Isadora Del Llano is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Insigneo in 2021. Outside of her advisory role, she owns an interior design business, Sisi D Designs LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. 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 across various asset classes.

Francisco Secada is a financial advisor at Valor Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Valor Advisors and its affiliated entities since 2014. Outside of his primary advisory role, he serves as a director at BD Capital Sociedad Administradora de Fondos de Inversion S.A.C. in Lima, Peru. Valor Advisors serves ultra-high net worth families, primarily in Latin America, providing portfolio management, investment consulting, and business consulting with a focus on fundamental analysis and a long-term buy-and-hold investment approach. The firm offers both discretionary and non-discretionary arrangements, maintaining a distinctive client base and investment approach.

Augusto Gaymer is a financial advisor with Missionsquare Retirement in Miami, FL, holding a Series 66 designation and bringing 19 years of industry experience. His work history includes roles at Icma Rc since 2018, as well as positions at RESF - Real Estate Sales Force and Trade Audio. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and delivered through multiple channels exclusively within MissionSquare accounts.

Anderson Ariza is a financial advisor with Northern Trust Securities, Inc., holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Northern Trust Securities, Inc. since 2004. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a wrap fee program to high-net-worth individuals, retail investors, and institutional clients. The firm employs a model-driven approach to managing Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs, integrating proprietary and third-party investment products with regular account reviews.