Seth Miller is an advisor at Founders Financial Securities LLC in Miami, FL, holding Series 65 and Series 63 licenses. He has been with Founders Financial Securities since 2026 and previously worked at EmpowerHealth and the University of Miami. Miller has no prior industry experience beyond his current role. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of 116 advisors managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms, including managed portfolios, private wealth solutions, and 1031 exchange consulting, with investment strategies delegated to its advisors who may provide discretionary or non-discretionary management and serve in ERISA fiduciary roles.

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.

Antonio Ladron De Guevara is a financial advisor at Bison Wealth, LLC, holding a Series 65 credential with experience beginning in 2024. His prior work includes roles at Makoto, Katsuya, Novikov Miami, Palmar, and One Door East. Bison Wealth serves a diverse range of clients including individuals, high net worth clients, family offices, and charitable organizations, providing financial planning, portfolio management, and ERISA retirement plan services. The firm’s investment approach involves outcome-focused, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies.

Salvador Ramos Carmona is a financial advisor at Mora Capital Management, LLC in Miami, FL, holding a Series 66 designation with one year of industry experience. He previously worked at UBS Financial Services, Inc. and UBS Asesores Mexico, S.A. de C.V. before joining his current firm. Mora Capital Management provides investment management and advisory services to institutional and individual clients, including high-net-worth and non-U.S. investors. The firm uses an open-architecture investment platform that incorporates fundamental and technical analysis across diverse asset classes and manages both discretionary and non-discretionary portfolios.

Jose Valenzuela is a financial advisor at Impact Partnership Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at various firms including Champion Mortgage and My Financial Practice. He is also involved in educational activities through 123COLLEGE.COM, where he presents college planning seminars focused on grants and scholarships. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, and ERISA retirement plan services through a multi-team advisor network.

Maxwell Tejeda is a CFA® charterholder with a Series 66 license and one year of industry experience. He is currently with CWA Asset Management Group and previously worked at Fiduciary Trust International, JP Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill. CWA Asset Management Group serves a diverse client base including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs in-house research and proprietary models to offer both active and quantitative investment strategies, with portfolios that are globally diversified and may include tax-aware approaches and the use of third-party sub-advisers.

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.

Lucas Rio Torto is a CFA® charterholder and Series 66 registered advisor at Bolton Securities Corporation with nine years of industry experience. He has worked with Bolton Global Asset Management since 2018 and Bolton Global Capital since 2016. Outside of his advisory work, he is co-owner and manager of Assurance Corporate Services LLC, which facilitates offshore corporate filings. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using a range of investment vehicles and employs a mix of internal and third-party asset management strategies, generally focusing on long-term investment approaches.

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.

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 licenses and has worked with Insigneo since 2021, previously working at Wells Fargo Clearing. Zamora holds a life insurance license and assists financial advisors with related sales. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients through discretionary and non-discretionary portfolio management. The firm employs a committee-driven model combined with advisor-led portfolio construction, incorporating global asset classes and third-party research to align investments with client objectives.

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, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Insigneo Advisory Services since 2021, following five years at Wells Fargo Clearing. Outside of her advisory role, she owns an interior design business, Sisi D Designs LLC, dedicating part of her time to that venture. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed multi-asset portfolios and third-party manager oversight. The firm employs a committee-driven investment process combined with individualized advisor-led portfolio construction, emphasizing global asset classes and alignment with client objectives.

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 Series 66 licensed financial advisor with 19 years of industry experience. He has worked at MissionSquare Retirement since 2018 and has prior experience with RESF and Trade Audio. Based in Miami, FL, his career encompasses both financial services and other business activities. MissionSquare Retirement serves state and local government employers, employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing investment advice and model portfolios developed by Morningstar Investment Management.

Sara Bolanos is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 credential with one year of industry experience. Prior to joining BBVA Global Wealth Advisors in 2026, she worked at BBVA Colombia S.A. for five years and Banco de Bogotá Panama S.A. for five years. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices, providing investment advisory services that include portfolio advisory, wrap fee programs, and access to model portfolios. The firm uses client risk profiles mapped to investment guides combining strategic and tactical asset allocation, leveraging both BBVA’s fund research and third-party resources.

Gerardo Castillo is a financial advisor at Insigneo Advisory Services, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Citigroup Global Markets. His current role at Insigneo began in 2018. 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 strategies. The firm incorporates global asset classes and emerging-market exposures and features a cross-border element through affiliated entities and offshore investment options.

Alex Astudillo is a financial advisor with Bolton Securities Corporation and holds Series 63 and Series 65 licenses, with 25 years of industry experience. He has been affiliated with Bolton Global Asset Management and Bolton Global Capital since 2016. Astudillo is also the owner and operator of Private Wealth Advisors, Inc., a business entity connected to his advisory activities, and maintains a referral agreement with Banco Sabadell for banking and credit services. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, and charitable organizations. The firm offers tailored portfolio management using a variety of investment vehicles and employs a long-term approach while allowing flexibility for certain strategies.

Matthew Storm is a financial advisor at CV Advisors LLC with four years of industry experience. He has been with the firm since 2009. Outside of his advisory role, he is a managing member and writer for The Last Roman LLC. CV Advisors is an independent boutique multi-family office serving high-net-worth individuals, families, trusts, estates, foundations, and other qualified entities. The firm combines a top-down asset-allocation framework with bottoms-up security and manager selection, using ETFs and third-party managers when appropriate.