Paul Klukas is a financial advisor with Bolton Securities Corporation in Coral Gables, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Siemens Energy, Inc. in various roles since 2009, including his current position as senior project manager. Outside of his advisory role, he is the owner and CEO of KAS Capital Corp, an entity involved in securities, investment advisory, and insurance activities. Bolton Global Asset Management serves individual, corporate, institutional, and charitable clients, providing customized asset management and financial planning through a network of independent advisers. The firm employs a long-term investment approach and utilizes mutual funds, ETFs, individual equities, and fixed-income securities, offering discretionary and non-discretionary portfolio management.

Diego Recht is a financial advisor at Insigneo Advisory Services, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citigroup and Global X Management Company LLC. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management that combines committee-driven model portfolios and individualized advisor-led portfolio construction.

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 with StoneX Advisors Inc. in Miami, FL, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Citigroup, J.P. Morgan Securities, UBS Financial Services, and VTS Capital Partners. He also works as a real estate agent with Weichert Realtors | Capella Estates, representing buyers in residential property transactions. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of advisor-managed portfolios, proprietary model solutions, and third-party managers across various platforms to implement investment strategies.

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 21 years of industry experience. She holds a Series 66 designation and has worked at major firms including CitiGroup Global Markets and Merrill. She also serves as Head of Client Experience at Insigneo Advisory Services, spending approximately five hours per month in this role. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed multi-asset portfolios and third-party manager oversight. The firm’s investment process combines committee-driven model portfolios and individualized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures.

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 with Insigneo Advisory Services, LLC, holding a Series 66 credential and bringing 20 years of industry experience. His career includes roles at VectorGlobal WMG, Wells Fargo Clearing, Bank of America, and Merrill prior to joining Insigneo in 2026. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm employs a committee-driven investment process combined with advisor-led portfolio construction, utilizing third-party macroeconomic research to align portfolios with client objectives and risk tolerances across global asset classes.

Joshua Bradford is a financial advisor with Santander Securities LLC in Miami, FL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Wedbush Securities Inc., UnionBanc Investment Services, and Merrill, among others. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, primarily catering to retail investors.

Francesco Ciotola is a financial advisor with Everhart Advisors in Miami, FL, holding a Series 63 designation and 24 years of industry experience. He has been with Everhart Advisors since 2003, having previously worked at Mid Atlantic Capital Corporation from 2015 to 2020. Outside of his advisory role, he serves as a board member of the Ohio Chamber of Commerce. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, often acting as an ERISA 3(21) or 3(38) fiduciary. The firm follows a long-term, buy-and-hold investment philosophy and offers a range of services including portfolio management, participant education, and tax and bookkeeping services coordinated with affiliated CPAs.

Kristoffer Doura is a financial advisor with Independent Wealth Network, Inc. in Miami, FL, holding Series 63 and Series 65 licenses with eight years of industry experience. His career includes roles at Penn Mutual Life Insurance Company, Hornor Townsend & Kent LLC, Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. Outside of advising, he is a professor of business and entrepreneurship at Doral College, an author, motivational speaker, and involved in film production as an executive producer and actor. Independent Wealth Network, Inc. provides wealth management and financial planning services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm’s advisors oversee approximately $518 million in assets and use a variety of investment strategies, including third-party models and managers, to serve client needs.

Henry Silva is a financial advisor at Apollon Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, and JP Morgan Chase Bank. Silva has been with Apollon since 2021. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, businesses, charitable organizations, and retirement plans. The firm offers a range of services including financial planning, portfolio management, retirement plan advisory, and consulting, utilizing a combination of centrally managed model strategies and locally managed portfolios to tailor client solutions.

Juan Castaneda is a financial advisor at OneSeven with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Merrill, Bank of America, and JPMorgan. Outside of his advisory role, he serves as a board member for the University of Virginia Club of Miami and is a member of the Greater Miami Tax Institute. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach is primarily long-term focused with flexibility for shorter-term trading and incorporates internal due diligence along with third-party managers and platforms.

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.